Supplementary Installation Tasks Guide

Supplementary Installation Tasks Guide
Experion LX
Supplementary Installation Tasks Guide
EXDOC-X138-en-110A
February 2014
Release 110
Document
Release
Issue
Date
EXDOC-X138-en-110A
110
0
February 2014
Disclaimer
This document contains Honeywell proprietary information. Information contained herein is to be used solely
for the purpose submitted, and no part of this document or its contents shall be reproduced, published, or
disclosed to a third party without the express permission of Honeywell International Sàrl.
While this information is presented in good faith and believed to be accurate, Honeywell disclaims the implied
warranties of merchantability and fitness for a purpose and makes no express warranties except as may be stated
in its written agreement with and for its customer.
In no event is Honeywell liable to anyone for any direct, special, or consequential damages. The information
and specifications in this document are subject to change without notice.
Copyright 2014 - Honeywell International Sàrl
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Contents
About this guide ......................................................................................................................................... 5
Installing HMIWeb Display Builder ........................................................................................................... 7
Setting up time synchronization ............................................................................................................... 9
About NTPConfig .................................................................................................................................................... 10
Prerequisites before running NTPConfig .................................................................................................... 10
General NTPConfig guidelines .................................................................................................................... 10
Setting up time synchronization in a workgroup without an external time source checklist .................................. 11
Setting up the authoritative root server ........................................................................................................ 11
Setting up the secondary NTP server ........................................................................................................... 11
Setting up NTP clients in a workgroup without an external time source .................................................... 12
Setting up control hardware to receive time from an NTP server in a workgroup without an external
time source ............................................................................................................................................. 12
Setting up time synchronization in a workgroup with an external time source checklist ....................................... 13
Setting up the first NTP server in a workgroup with an external time source ............................................. 13
Setting up the second NTP server in a workgroup with an external time source ........................................ 13
Setting up NTP clients in a workgroup with an external time source ......................................................... 14
Setting up control hardware to receive time from an NTP server in a workgroup with an external time
source ..................................................................................................................................................... 14
Setting up time synchronization in a Windows domain checklist ........................................................................... 15
Setting up the first NTP server in a Windows domain ................................................................................ 15
Setting up the second NTP server in a Windows domain ............................................................................ 15
Setting up control hardware to receive time from an NTP server in a Windows domain ........................... 16
NTP adjustment on a workgroup system that was recently added to a domain ...................................................... 17
Adjusting NTP servers ................................................................................................................................. 17
Adjusting NTP clients .................................................................................................................................. 17
Changing the security settings of an Experion server or Console Station ........................................ 19
About Experion and Windows security settings ...................................................................................................... 20
Using the Experion Node Security wizard .............................................................................................................. 21
Setting up a third-party OPC client or server ........................................................................................ 23
Installing a remote third-party OPC client checklist ............................................................................................... 24
Installing a remote third-party OPC server checklist .............................................................................................. 25
Installing the OPC Server Connect package ............................................................................................................ 26
Creating the Windows mngr account ....................................................................................................................... 27
Creating the third-party OPC Windows account ..................................................................................................... 28
Configuring DCOM on the Experion OPC server ................................................................................................... 29
Configuring DCOM to receive OPC callbacks ....................................................................................................... 30
Configuring DCOM on a third-party OPC server ................................................................................................... 31
Configuring OPC Server Service Settings ............................................................................................................... 32
Controlling read/write access .................................................................................................................................. 33
Installing Redirection Manager ............................................................................................................... 35
About Redirection Manager ....................................................................................................................................
Redirection Manager installation for third-party OPC clients checklist .................................................................
Redirection Manager installation for Experion OPC client checklist .....................................................................
Installing Redirection Manager on the Experion OPC client computer ..................................................................
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37
38
39
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CONTENTS
Setting up Microsoft Excel reports checklist ........................................................................................ 41
Installing Microsoft Excel ....................................................................................................................................... 42
Installing Microsoft Excel or Microsoft Office service packs ................................................................................. 43
Disabling the Deny log on locally policy for the Local Servers account ................................................................ 44
Setting up Microsoft Excel for Excel Reports ......................................................................................................... 45
Setting up Microsoft Excel for Batch Reports ......................................................................................................... 47
Setting up network printers for Microsoft Excel reports ......................................................................................... 48
Re-enabling the Deny log on locally policy for the Local Servers account ............................................................ 49
Troubleshooting Microsoft Excel reports ................................................................................................................ 50
Setting up a file server checklist ............................................................................................................ 53
Setting up a shared folder ........................................................................................................................................ 54
Assigning a drive letter on a client computer to a shared folder ............................................................................. 55
Changing license and server configuration details .............................................................................. 57
Changing the Experion license ................................................................................................................................ 58
Changing the displays search path, history archive, and history restore search folders .......................................... 59
Changing the report paper type or report font ......................................................................................................... 60
Configuring the database setup ................................................................................................................................ 61
Adjusting History retention ......................................................................................................................... 61
Adjusting sizing of non-licensed items ........................................................................................................ 61
Common Experion tasks ......................................................................................................................... 63
Starting and stopping Experion servers ................................................................................................................... 64
Starting and stopping Experion LX Direct Station .................................................................................................. 65
Stopping Experion services ..................................................................................................................................... 66
Using the Experion PKS Services Control Panel ........................................................................................ 66
Displaying the Computer Management services console ............................................................................ 66
Stopping Engineering Tools services ........................................................................................................... 67
Start and stop services using a command line (ssservices.exe) ................................................................... 67
Installing specialized hardware on a computer ..................................................................................... 69
Installing a printer .................................................................................................................................................... 70
Installing a printer driver for a local printer ................................................................................................ 70
Installing a printer driver for a local shared printer ..................................................................................... 71
Installing a printer driver for a shared network printer (with a suitable share name) .................................. 71
Installing a printer driver for a shared network printer (whose existing share name is unsuitable) ............ 72
Setting up the print job spool folder ............................................................................................................ 73
Creating a guest account .............................................................................................................................. 73
Serial adapter installation checklist ......................................................................................................................... 74
Installing a Stallion EasyConnection ........................................................................................................... 74
Connecting an integrated keyboard (IKB) to an OEP/IKB adapter ........................................................................ 76
Connecting an integrated keyboard (IKB) to a USB port ........................................................................................ 77
To configure the USB Serial port ................................................................................................................ 77
Notices ...................................................................................................................................................... 79
Documentation feedback ......................................................................................................................................... 80
How to report a security vulnerability ..................................................................................................................... 81
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About this guide
This guide describes how to complete additional tasks once you have completed an initial installation of
Experion.
Intended audience
This guide is for people who are installing an Experion system.
Prerequisite skills
You should have completed planning your Experion system, and know the Experion components that you have
licensed and need to install and configure. You should also know how to complete system administration tasks
in the Windows operating system.
How to use this guide
The Getting Started with Experion Software Guide provides a roadmap for your Experion installation. That
guide, or other guides in the installation documentation set such as the Software Installation User's Guide, will
direct you to complete any necessary tasks in this guide.
Related documents
For more information about installing Experion, see:
•
•
Getting Started with Experion Software Guide
Software Installation User's Guide
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ABOUT THIS GUIDE
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Installing HMIWeb Display Builder
This section describes how to install the HMIWeb Display Builder software on a computer, without the need for
installing all Station or server software.
To install HMIWeb Display Builder
1
Insert the Experion R100 media into the appropriate drive.
2
In Windows Explorer, browse to Packages > ServerClient > station and double-click HMIWeb
Display Builder.msi.
3
On the HMIWeb Station and Display Builder welcome screen, click Next.
4
On the Customer Information screen, type the User Name and Organization.
5
On the Destination Folder screen, click Next.
6
On the Setup Type screen, select Custom, and then click Next.
7
On the Custom Setup screen, select HMIWeb Display Builder, and then click Next.
8
On the Ready to Install the Program screen, click Install.
The HMIWeb Station and Display Builder are installed.
9
On the InstallShield Wizard Complete screen, click Finish.
Station and
10 If prompted, click Yes to restart the computer.
The computer restarts.
7
INSTALLING HMIWEB DISPLAY BUILDER
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Setting up time synchronization
The following sections describe setting up time synchronization for
•
•
•
Workgroups without an external time source
Workgroups with an external time source
Domains
Before setting up time synchronization, you should read the section “Time synchronization” in the Station
Planning Guide.
Related topics
“About NTPConfig” on page 10
“Setting up time synchronization in a workgroup without an external time source checklist” on page 11
“Setting up time synchronization in a workgroup with an external time source checklist” on page 13
“Setting up time synchronization in a Windows domain checklist” on page 15
“NTP adjustment on a workgroup system that was recently added to a domain” on page 17
9
SETTING UP TIME SYNCHRONIZATION
About NTPConfig
NTPConfig is a custom Honeywell application for configuring time synchronization in Experion systems. It is
used to configure NTP as a time solution for Experion on the Windows operating system.
The default installation location of NTPConfig is <install folder>\Honeywell\Experion PKS\Utilities
where <install folder> is the location where Experion is installed. The default installation location
for Experion systems is C:\Program Files.
\NTPSetup,
Prerequisites before running NTPConfig
Before running NTPConfig to create the time hierarchy for your system:
1
Configure the time zone settings for the clients and NTP servers.
2
If you are working in a domain topology, make sure that your nodes have been added to the domain before
running NTPConfig.
3
Verify that there are no networking issues. For example, ensure that network browsing and other functions
do not experience any delays.
General NTPConfig guidelines
Following are a general set of guidelines that you should follow when using NTPConfig to set up the time
synchronization for your system:
•
•
•
•
Always start implementing a topology by first setting up the NTP servers.
Note that NTPConfig hides functionality that is not common or functionality that can create problems in
proper NTP solutions. It is therefore recommended that you do not attempt to override or apply your own
NTP solution.
Setting up time hierarchies without external sources or with unreliable external sources results in clients
validating and invalidating the time source. In this situation, the local CMOS time is used. This can occur in
both workgroup and domain topology.
NTP servers provided by networking devices, for example, routers and switches, cannot be used to provide
time to the Windows operating system. (These types of NTP servers only send out packet types marked as
Symmetric Passive.) Integrated external NTP server devices must be able to provide time to the Windows
operating system using NTP packet types marked as Server or Symmetric Active.
Attention
If you reinstall the operating system on any of your nodes, you must run NTPConfig again. If your time hierarchy was
originally in a workgroup topology and you have changed to a domain topology, you must set up your time hierarchy
using the procedure in the section Adjusting NTP on a workgroup system that was recently added to a domain.
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SETTING UP TIME SYNCHRONIZATION
Setting up time synchronization in a workgroup without an external time
source checklist
The following topics describe how to set up time synchronization in a workgroup without an external time
source.
Related topics
“Setting up the authoritative root server” on page 11
“Setting up the secondary NTP server” on page 11
“Setting up NTP clients in a workgroup without an external time source” on page 12
“Setting up control hardware to receive time from an NTP server in a workgroup without an external time
source” on page 12
Setting up the authoritative root server
This topic describes setting up your primary Experion Engineering Station as the authoritative root server in
your time hierarchy.
To set up an authoritative root server
1
In Windows Explorer, go to <install folder>\Honeywell\Experion PKS\Utilities\NTPSetup.
Where <install folder> is the location where Experion is installed.
2
Double-click the NTPConfig.exe file.
The NTP Configuration dialog appears.
3
Click Setup Authoritative Root Server.
Several screens appear while the configuration is applied. No input is required.
4
Click Exit.
Setting up the secondary NTP server
This topic describes setting up your secondary Experion server as your secondary NTP server in your time
hierarchy.
Prerequisites
•
You need to know the IP address or computer name of the authoritative root server. If you use a computer
name, it must resolve to an IP address using Host, DNS, or other resolution service.
To set up your secondary NTP server
1
In Windows Explorer, go to <install folder>\Honeywell\Experion PKS\Utilities\NTPSetup.
Where <install folder> is the location where Experion is installed.
2
Double-click the NTPConfig.exe file.
The NTP Configuration dialog appears.
3
Click Setup Secondary Server.
The NTP Server Information dialog box opens.
4
In the Up-Stream Time Source box, type the IP address or computer name of the authoritative root server.
5
Click OK.
6
Click Exit.
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SETTING UP TIME SYNCHRONIZATION
Setting up NTP clients in a workgroup without an external time source
This topic describes how to set up NTP clients on such as Console Stations and Flex Stations.
Prerequisites
•
You need to know the IP address or computer name of the authoritative root server and the secondary server.
If you use a computer name, it must resolve to an IP address using Host, DNS, or other resolution service.
To set up NTP clients
1
In Windows Explorer, go to <install folder>\Honeywell\Experion PKS\Utilities\NTPSetup.
Where <install folder> is the location where Experion is installed.
2
Double-click the NTPConfig.exe file.
The NTP Configuration dialog appears.
3
Click Change/Configure Client.
The NTP Server Information dialog box opens.
4
In the First NTP Server box, type the IP address or computer name of the authoritative root server.
If this client is using Windows 7, type the computer name of the authoritative root server.
5
In the Second NTP server box, type the IP address or computer name of the secondary server.
If this client is using Windows 7, type the computer name of the secondary server.
6
Click OK.
7
Click Exit.
Setting up control hardware to receive time from an NTP server in a workgroup without an external
time source
This topic describes setting up C300 controllers to receive time from your NTP servers (Experion servers).
Prerequisites
•
You need to know the IP address or computer name of the authoritative root server and the secondary server.
If you use a computer name, it must resolve to an IP address using Host, DNS, or other resolution service.
To set up control hardware
12
1
In Control Builder, choose Tools > System Preferences.
The System Preferences dialog box opens.
2
Click the Embedded FTE tab.
3
In the Primary Server box, type the IP address or computer name of the authoritative root server.
4
In the Secondary Server box, type the IP address or computer name of the secondary server.
5
Select the Edit network parameters check box.
6
Click OK.
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SETTING UP TIME SYNCHRONIZATION
Setting up time synchronization in a workgroup with an external time
source checklist
The following topics describe how to set up time synchronization in a workgroup with an external time source.
Related topics
“Setting up the first NTP server in a workgroup with an external time source” on page 13
“Setting up the second NTP server in a workgroup with an external time source” on page 13
“Setting up NTP clients in a workgroup with an external time source” on page 14
“Setting up control hardware to receive time from an NTP server in a workgroup with an external time source”
on page 14
Setting up the first NTP server in a workgroup with an external time source
This topic describes setting up your primary Experion server as an NTP server that receives time from an
external source.
Prerequisites
•
You need to know the IP address or computer name of the external time source. If you use a computer name,
it must resolve to an IP address using Host, DNS, or other resolution service.
To set up the first NTP server
1
In Windows Explorer, go to <install folder>\Honeywell\Experion PKS\Utilities\NTPSetup.
Where <install folder> is the location where Experion is installed.
2
Double-click the NTPConfig.exe file.
The NTP Configuration dialog appears.
3
Click Setup Secondary Server.
The NTP Server Information dialog box opens.
4
In the Upstream Time Source box type the IP address or computer name of the external time source.
5
Select the Check here to connect to the NTP server as a client check box.
6
Click OK.
7
Click Exit.
Setting up the second NTP server in a workgroup with an external time source
This topic describes setting up your secondary Experion Engineering Station as an NTP server that receives
time from the primary Experion server.
Prerequisites
•
You need to know the IP address or computer name of the first NTP server. If you use a computer name, it
must resolve to an IP address using Host, DNS, or other resolution service.
To set up the second NTP server
1
In Windows Explorer, go to <install folder>\Honeywell\Experion PKS\Utilities\NTPSetup.
Where <install folder> is the location where Experion is installed.
2
Double-click the NTPConfig.exe file.
The NTP Configuration dialog appears.
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SETTING UP TIME SYNCHRONIZATION
3
Click Setup Secondary Server.
The NTP Server Information dialog box opens.
4
In the Upstream Time Source box type the IP address or computer name of the first NTP server.
5
Select the Check here to connect to the NTP server as a client check box.
6
Click OK.
7
Click Exit.
To set up the second NTP server.
Setting up NTP clients in a workgroup with an external time source
This topic describes how to set up NTP clients on such as Console Stations and Flex Stations. These clients
receive time from the Experion servers that have been set up as NTP servers.
Prerequisites
•
You need to know the IP address or computer name of the first NTP server and the second NTP server. If
you use a computer name, it must resolve to an IP address using Host, DNS, or other resolution service.
To set up NTP clients
1
In Windows Explorer, go to <install folder>\Honeywell\Experion PKS\Utilities\NTPSetup.
Where <install folder> is the location where Experion is installed.
2
Double-click the NTPConfig.exe file.
The NTP Configuration dialog appears.
3
Click Change/Configure Client.
The NTP Server Information dialog box opens.
4
In the First NTP Server box, type the IP address or computer name of the first NTP server.
5
In the Second NTP server box, type the IP address or computer name of the secondary server.
6
Click OK.
7
Click Exit.
Setting up control hardware to receive time from an NTP server in a workgroup with an external time
source
This topic describes setting up a C300 controller to receive time from the Experion Engineering Stations.
Prerequisites
•
You need to know the IP address or computer name of the first NTP server and the second NTP server. If
you use a computer name, it must resolve to an IP address using Host, DNS, or other resolution service.
To set up control hardware
14
1
In Control Builder, choose Tools > System Preferences.
The System Preferences dialog box opens.
2
Click the Embedded FTE tab.
3
In the Primary Server box, type the IP address or computer name of the authoritative root server.
4
In the Secondary Server box, type the IP address or computer name of the secondary server.
5
Select the Edit network parameters check box.
6
Click OK.
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SETTING UP TIME SYNCHRONIZATION
Setting up time synchronization in a Windows domain checklist
In the time hierarchy in a domain topology, the Windows domain controller serves time to the Engineering
Stations, which you set up as NTP servers. The NTP servers serve time to the control hardware. Flex Stations
and Console Stations are set up as NTP clients but they receive time from the domain controller rather than the
Experion servers.
The following topics describe how to set up time synchronization in a Windows domain.
Prerequisites
•
•
You have added your Experion nodes to the domain.
Windows Domain Controller has been set up as an authoritative time server
Related topics
“Setting up the first NTP server in a Windows domain” on page 15
“Setting up the second NTP server in a Windows domain” on page 15
“Setting up control hardware to receive time from an NTP server in a Windows domain” on page 16
Setting up the first NTP server in a Windows domain
The first NTP server is your primary Experion Engineering Station. It receives time from the domain controller.
To set up the first NTP server
1
In Windows Explorer, go to <install folder>\Honeywell\Experion PKS\Utilities\NTPSetup.
Where <install folder> is the location where Experion is installed.
2
Double-click the NTPConfig.exe file.
The NTP Configuration dialog appears.
3
Click Setup Secondary Server.
The NTP Server Information dialog box opens.
4
Click Exit.
Setting up the second NTP server in a Windows domain
The second NTP server is your secondary Experion Engineering Station. It receives time from the domain
controller.
To set up the second NTP server
1
In Windows Explorer, go to <install folder>\Honeywell\Experion PKS\Utilities\NTPSetup.
Where <install folder> is the location where Experion is installed.
2
Double-click the NTPConfig.exe file.
The NTP Configuration dialog appears.
3
Click Setup Secondary Server.
The NTP Server Information dialog box opens.
4
Click Exit.
15
SETTING UP TIME SYNCHRONIZATION
Setting up control hardware to receive time from an NTP server in a Windows domain
Prerequisites
•
You need to know the IP address or computer name of the authoritative root server and the secondary server.
If you use a computer name, it must resolve to an IP address using Host, DNS, or other resolution service.
To set up control hardware
16
1
In Control Builder, choose Tools > System Preferences.
The System Preferences dialog box opens.
2
Click the Embedded FTE tab.
3
In the Primary Server box, type the IP address or computer name of the authoritative root server.
4
In the Secondary Server box, type the IP address or computer name of the secondary server.
5
Select the Edit network parameters check box.
6
Click OK.
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SETTING UP TIME SYNCHRONIZATION
NTP adjustment on a workgroup system that was recently added to a
domain
Adding a system to a domain changes the way time synchronization is used. Even if you have existing NTP
settings, you need to run the NTPConfig application to reset the time synchronization to operate correctly in a
domain environment.
Adjusting NTP servers
This topic describes how to set up an NTP server that was previously in a workgroup that has now been added
to a domain.
To adjust an NTP server
1
In Windows Explorer, go to <install folder>\Honeywell\Experion PKS\Utilities\NTPSetup.
Where <install folder> is the location where Experion is installed.
2
Double-click the NTPConfig.exe file.
The NTP Configuration dialog appears.
3
Select Disable Client.
4
Click Change/Configure Client.
After several dialog boxes appear, the NTP client configuration methods should be NT5DS.
5
Select Disable All NTP Configuration.
6
Click Setup Secondary Server.
7
Click Exit.
Adjusting NTP clients
This topic describes how to set up an NTP client that was previously in a workgroup that has now been added to
a domain.
To adjust an NTP client
1
In Windows Explorer, go to <install folder>\Honeywell\Experion PKS\Utilities\NTPSetup.
Where <install folder> is the location where Experion is installed.
2
Double-click the NTPConfig.exe file.
The NTP Configuration dialog appears.
3
Select Disable Client.
4
Click Change/Configure Client.
After several dialog boxes appear, the NTP client configuration methods should be NT5DS.
5
Click Exit.
17
SETTING UP TIME SYNCHRONIZATION
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Changing the security settings of an Experion server or
Console Station
This section describes:
•
•
Experion and Windows security settings.
The circumstances in which you might want to tighten the default security settings of an Experion server or
Console Station, and how you go about it.
Related topics
“About Experion and Windows security settings” on page 20
“Using the Experion Node Security wizard” on page 21
19
CHANGING THE SECURITY SETTINGS OF AN EXPERION SERVER OR CONSOLE STATION
About Experion and Windows security settings
The Windows operating system provides security measures that include enhanced RPC, DCOM, and Windows
Firewall settings.
While these security features are supported by Experion R100, some of the settings need to be modified if your
system includes any one of the following:
•
•
EAS node
OPC connections (for example, HSC OPC Server, OPC Integrator, or other third party OPC connections).
To ensure that your Experion system operates correctly if you have any of the above nodes in your system, the
Experion R100 installation process modifies the default Windows operating system security settings. This
modification at installation time sets the initial security of your Experion nodes to “unrestricted” mode.
You can use the Experion Node Security wizard to check the current security settings of a given node, and if
appropriate, change them from “unrestricted” to “restricted” mode to tighten the modified security settings.
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CHANGING THE SECURITY SETTINGS OF AN EXPERION SERVER OR CONSOLE STATION
Using the Experion Node Security wizard
Prerequisites
•
•
•
•
•
•
You must be logged on to the computer using a Windows account with local administrator rights.
You should only use the Experion Node Security wizard to tighten the default Experion security settings of a
given node if all of the following conditions apply:
– There are no OPC connections on that node.
– You are going to tighten the security settings on all the server nodes and Console Station in your system.
All server nodes and Console Stations in your system must use the same settings.
If you have redundant servers:
1. Apply the security settings to the primary server first.
2. Fail over to the other server and apply the same security settings.
3. Fail over back to the first server.
4. Start any Console Stations and apply the new security settings.
If you change the security settings on an Experion node, you will need to restart that node and apply the
same security setting to all the nodes that are connected within the same system.
Note that the Change Settings button in the Experion Security window will be disabled (grayed out) if the
Console Station is:
– Not connected to the Experion server, in which case you need to troubleshoot the Console Station's
connection. See the Station Troubleshooting Guide for guidance.
To change the security settings of an Experion server
1
Log on as the local administrator and go to the an Experion server run folder.
That is, browse to C:\<install folder>\Honeywell\Experion PKS\Server\Run, where <install
the location where Experion is installed.
folder>
is
2
Double-click the ExperionNodeSecurityWizard.exe icon.
3
The Experion Node Security wizard starts up with a window that displays the security settings of the server
and the Console Stations within that cluster. Click Change settings.
4
Check that it is appropriate to apply the restricted security mode by confirming that there are no OPC
connections on this node, and click Next.
5
The next window describes the consequences of applying the “restricted” security mode. Click Next to
apply the change.
6
A message is displayed prompting you to confirm the new settings.
7
Click OK.
8
When the hscconfig utility has finished in the Command window, restart the computer.
9
Apply the same security setting to all the nodes that are connected in that system.
To change the security settings of a Console Station
1
Log on as the local administrator and go to the Experion server run folder.
That is, browse to C:\<install folder>\Honeywell\Experion PKS\Server\Run, where <install
the location where Experion is installed.
folder>
is
2
Double-click the ExperionNodeSecurityWizard.exe icon.
3
The Experion Node Security wizard starts up with a window that displays the security settings of the cluster
server and the Console Stations within that cluster.
Click Change settings.
21
CHANGING THE SECURITY SETTINGS OF AN EXPERION SERVER OR CONSOLE STATION
22
4
A message window is displayed advising whether the security settings can be changed or not, and describing
the consequences of the recommended security settings.
5
Click Next.
6
A message is displayed prompting you to confirm the new settings.
7
Click OK.
8
When the hscconfig utility has finished in the Command window, restart the computer.
9
Apply the same security setting to all the nodes that are connected in that system.
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Setting up a third-party OPC client or server
This section describes how to set up a third-party OPC client or third-party OPC server on a remote computer to
communicate with an Experion server.
Attention
If you are installing the third-party OPC software on an Experion server, follow the instructions supplied by the
manufacturer; there are no additional configuration steps required. Additional configuration is only required when you
are installing third-party OPC software on a remote computer.
If you are installing third-party OPC software on a remote computer, follow the appropriate instructions for your
installation.
To install a third-party
Go to
OPC client
“Installing a remote third-party OPC client checklist” on page 24
OPC server
“Installing a remote third-party OPC server checklist” on page 25
Related topics
“Installing a remote third-party OPC client checklist” on page 24
“Installing a remote third-party OPC server checklist” on page 25
“Installing the OPC Server Connect package” on page 26
“Creating the Windows mngr account” on page 27
“Creating the third-party OPC Windows account” on page 28
“Configuring DCOM on the Experion OPC server” on page 29
“Configuring DCOM to receive OPC callbacks” on page 30
“Configuring DCOM on a third-party OPC server” on page 31
“Configuring OPC Server Service Settings” on page 32
“Controlling read/write access” on page 33
23
SETTING UP A THIRD-PARTY OPC CLIENT OR SERVER
Installing a remote third-party OPC client checklist
This section describes the steps to install a third-party OPC client on a remote computer.
For more information about OPC, see the “Configuring OPC” section of the Station Configuration Guide.
Prerequisites
•
•
•
The relevant installation media, license, and documentation for the third-party OPC software.
Experion R100 media.
You must be logged on to the computer using a Windows account with local administrator rights.
Tasks
Task
Go to
Install the third-party OPC client software on the remote
computer using the instructions supplied by the manufacturer.
Install the Experion OPC Server Connect package on the remote
computer.
“Installing the OPC Server Connect
package” on page 26
Create the Windows mngr account on the computer where you
installed the third-party OPC client.
“Creating the Windows mngr account” on
page 27
If the Windows account that the third-party OPC client runs under “Creating the third-party OPC Windows
is unknown to the Experion server, create that Windows account
account” on page 28
on the server.
The Windows account will be unknown to the Experion server in
any of the following situations
•
•
•
The Windows account is a workgroup account.
If the computers are on the same domain but the Windows
account that the third-party OPC client runs under is local to
the remote computer, rather than a domain account.
If the computers are on different domains.
Configure the Experion OPC server's DCOM settings to grant
access to the Windows account that the third-party OPC client
runs under.
“Configuring DCOM on the Experion OPC
server” on page 29
Specify the third-party OPC client's read/write access.
“Controlling read/write access” on page 33
For third-party OPC clients running Microsoft Windows version 6 “Configuring DCOM to receive OPC
or later, configure DCOM settings to receive OPC callbacks.
callbacks” on page 30
If the third-party OPC client connects with redundant Experion
servers, install Redirection Manager.
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“Installing Redirection Manager” on
page 35
Done?
SETTING UP A THIRD-PARTY OPC CLIENT OR SERVER
Installing a remote third-party OPC server checklist
This section describes the steps to install a third-party OPC server on a remote computer.
After installing the third-party OPC server, refer to the “Configuring OPC” section in the Station Configuration
Guide for further information.
Third-party OPC servers can either be run as:
•
•
A service, or
A foreground application (when it requires an application to be launched).
Attention
The instructions for configuring DCOM security settings and OPC Server service settings apply only to third-party
OPC servers running as a service. For third-party servers not running as a Windows service, refer to the third-party
server documentation.
If the third-party server application includes a means to control the runtime behavior of the server, including starting
and stopping the server, then it is advisable to restrict the server's DCOM configuration so that only local launch is
permitted. That is, always utilize the third-party vendor's utilities to control the server and disallow remote launch
from external clients, which may cause the server to start in an improper state.
Prerequisites
•
•
The relevant installation media, license, and documentation for the third-party OPC software.
You must be logged on to the computer using a Windows account with local administrator rights.
Tasks
Task
Go to
Done?
Install the third-party OPC server software on the remote
computer using the instructions supplied by the manufacturer.
Create a Windows mngr account on the computer where you
installed the third-party OPC server.
“Creating the Windows mngr account” on
page 27
If the Windows account that the third-party OPC server runs
under is unknown to the Experion server, create that Windows
account on the server.
“Creating the third-party OPC Windows
account” on page 28
The Windows account will be unknown to the Experion server in
any of the following situations
•
•
•
The account is a workgroup account.
If the computers are on the same domain, however, the
Windows account that the third-party OPC server runs under
is local to the remote computer, rather than a domain account.
If the computers are on different domains.
Configure the third-party OPC server's DCOM settings to:
•
•
Define security permissions (this only applies to an OPC
Server running as a service).
Grant access to the Windows mngr account.
Configure the OPC Server Service Settings.
“Configuring DCOM on a third-party OPC
server” on page 31
“Configuring OPC Server Service
Settings” on page 32
25
SETTING UP A THIRD-PARTY OPC CLIENT OR SERVER
Installing the OPC Server Connect package
For an Experion server to communicate with a third-party OPC client, you must install the OPC Server Connect
package on the computer where the third-party OPC client is installed.
To install the OPC Server Connect package
1
Insert the Experion R100 media into the appropriate drive on the system where the OPC Server Connect
package is to be installed.
2
If the AutoPlay dialog box appears, click Open folder to view files.
If the AutoPlay dialog box does not appear, open Windows Explorer and browse to the drive of the
Experion R100 media.
3
Browse to the \Packages\ServerClient\OpcServConnect folder on the Experion R100 media, and then
double-click the OPC Server Connect.msi file.
The Windows Installer window for the OPC Server Connect feature appears.
4
Click Next.
The Destination Folder page appears.
5
Accept the default location and click Next.
The Ready to Install the Program page appears.
6
Click Install.
The Installing OPC Server Connect page appears.
OPC Server Connect is installed.
26
7
If prompted, click Yes in the User Account Control message dialog box.
8
On the InstallShield Wizard Complete page, click Finish.
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SETTING UP A THIRD-PARTY OPC CLIENT OR SERVER
Creating the Windows mngr account
This section describes how to create the Windows mngr account.
To create the Windows mngr account
1
Choose Start, right-click Computer and choose Manage.
2
Expand the System Tools item and then expand the Local Users and Groups item.
3
Click Users.
4
Choose Action > New User to open the New User dialog box.
5
In the User Name box, type mngr.
6
In the Full Name box, type Experion
7
In the Password and Confirm Password boxes, type the password for this user.
The Windows mngr account password must be the same on all computers.
Server Manager.
8
Clear the User must change password at next logon check box and then select the Password never
expires check box.
9
Click Create to add the account.
10 Close the Computer Management dialog box.
27
SETTING UP A THIRD-PARTY OPC CLIENT OR SERVER
Creating the third-party OPC Windows account
This section describes how to create the Windows account that the third-party OPC software runs under on
another computer.
Prerequisites
•
The name and password of the Windows account that the third-party OPC software runs under.
To create the third-party OPC Windows account
1
Choose Start, right-click Computer and choose Manage.
2
Expand the System Tools item and then expand the Local Users and Groups item.
3
Click Users.
4
Choose Action > New User to open the New User dialog box.
5
In the User Name box, type the Windows account that the third-party OPC software runs under.
6
In the Full Name box, type a meaningful name for this account.
7
In the Password and Confirm Password boxes, type the password for this account.
The Windows account password must be the same on all computers.
8
Clear the User must change password at next logon check box and then select the Password never
expires check box.
9
Click Create to add the account.
10 In the Local Users and Groups item, click Groups .
11 Double-click the group to the display the Properties dialog box.
12 Click Add to display the Select Users or Groups dialog box.
13 Click the name of the Windows account you have created and then click Add.
14 Click OK.
15 Click OK to close the Properties dialog box.
16 Close the Computer Management dialog box.
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SETTING UP A THIRD-PARTY OPC CLIENT OR SERVER
Configuring DCOM on the Experion OPC server
This section describes how to configure the DCOM settings on the Experion OPC server to grant access to the
Windows account that the third-party OPC client runs under.
To configure DCOM on an Experion server
1
Choose Start > All Programs > Accessories > Run to display the Run dialog box.
2
Type dcomcnfg and click OK to display the Distributed COM Configuration Properties dialog box.
3
In the Applications list, click Experion OPC Server and then click Properties.
4
Click the Security tab.
5
Click Customize in the Access Permissions group, and then click Edit.
6
Click Add to display the Select Users, Computers or Groups dialog box.
7
If the Experion server and the third-party OPC client computer are on different Windows domains, click
Location and select the name of the Experion server from the correct domain.
8
In the Enter the object names to select box, type the name of the Windows account that the third-party
OPC client is running under.
9
Click Check name.
10 Click OK.
11 In the Permissions for [account name] box, allow Local Access and Remote Access for the account that
was added.
12 Click OK to close the Access Permission dialog box.
13 In the Properties window for the Experion OPC Server, click Customize in the Launch and Activation
Permissions group, and then click Edit.
14 Repeat steps 6 to 11 to add the Windows account that the third-party OPC client is running under.
15 In the Permissions for [account name] box, allow Local Launch, Remote Launch, Local Activation and
Remote Activation for the account that was added, and then click OK to close the Launch Permission
dialog box.
16 Close the Distributed COM Configuration Properties dialog box.
29
SETTING UP A THIRD-PARTY OPC CLIENT OR SERVER
Configuring DCOM to receive OPC callbacks
For any node running Microsoft Windows version 6.0 or later and hosting an OPC client application, it is
necessary to configure DCOM settings so that it can receive OPC callbacks.
To configure DCOM callbacks
1
Choose Start > Run to open the Run dialog box.
2
Type dcomcnfg and click OK to open the Component Services dialog box.
3
Click Component Services, then Computers, and then My Computer.
4
Click the
5
Click the COM Security tab.
6
In the Access Permissions section, click Edit Limits.
The Access Permission dialog box appears.
7
Select ANONYMOUS LOGON, and then select the Allow check box for Remote Access.
8
Click OK.
9
Click Apply.
(Configure My Computer) toolbar button to open the My Computer dialog box.
10 Close the My Computer dialog box.
11 Close the Component Services dialog box.
Stop
You have completed this task. Return to the checklist that led to this task.
For more information about OPC callbacks, see the 'About the OPC Data Access standard' topic in the
Station Configuration Guide.
30
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SETTING UP A THIRD-PARTY OPC CLIENT OR SERVER
Configuring DCOM on a third-party OPC server
This section describes how to configure the DCOM settings on a third-party OPC server to grant access to the
Windows mngr account.
When the target server is running as a service, you need to set the DCOM launch permissions to exclude all
users except the local SYSTEM account so that the service can only be started and stopped using the local
service control. If the service is set to enable DCOM launch permissions for remote users, then a remote
connection request will cause the service process to start if it is not presently running. This can result in
initialization problems for the service and a problematic connection for the client.
To configure DCOM on a third-party OPC server
1
Choose Start > All Programs > Accessories > Run to display the Run dialog box.
2
Type dcomcnfg and click OK to display the Distributed COM Configuration Properties dialog box.
3
In the Applications list, click the name of the third-party OPC server and then click Properties.
4
If you are setting up a third-party OPC Server to run as a service, click the Security tab.
If you are setting up a third-party OPC Server to run as a foreground application, got to step 11.
5
In the Launch and Activate Permissions group. click Customize and then click Edit.
6
In the Launch Permissions dialog box, set the permissions for users follows and then click OK.
Administrator: Allow Local Activation
Network: Allow Local Activation and Remote Activation
Mngr: Allow Local Activation and Remote Activation
Network Service: Allow Local Activation and Remote Activation
System: Allow Local Launch and Local Activation
7
In the Access Permissions group, click Customize and then click Edit.
8
In the Access Permissions dialog box, set the permissions for users as follows and click OK:
Administrator: Allow Local Access
Network: Allow Local Access and Remote Access
Mngr: Allow Local Access and Remote Access
Network Service: Allow Local Access and Remote Access
System: Allow Local Launch and Local Access
9
In the Configuration Permissions group, click Customize and then click Edit.
10 In the Change Configuration Permission dialog box, set the permissions for users as follows and then
click OK.
Administrator: Allow Full Control and Read
Creator/Owners: Deny Full Control and Read
Power Users: Deny Full Control and Read
System: Allow Full Control and Read
Users: Deny Full Control but allow Read
11 Click the Identity tab of the Properties sheet.
12 Click This user and then click Browse.
13 In the Select User dialog box, select the local mangr account and close the dialog box.
14 On the Identity tab, enter and confirm the password for the local mngr account and click Apply to apply the
settings and close the Properties sheet.
31
SETTING UP A THIRD-PARTY OPC CLIENT OR SERVER
Configuring OPC Server Service Settings
To configure OPC Server service settings
1
Choose Start > All Programs > Accessories > Run to display the Run dialog box.
2
Type services.msc and click OK.
3
In the list of services, click the name of the third-party OPC server and then click Properties.
4
Click the Recovery tab and choose the following settings:
First failure: Restart the Service
Second failure: Restart the Service
Subsequent failure: Restart the Service
Reset fail count after: 0 days
Reset service after: 1 minutes
5
32
Click Apply to apply the settings, and then click OK to close the Properties sheet.
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SETTING UP A THIRD-PARTY OPC CLIENT OR SERVER
Controlling read/write access
By default, any OPC client connected to the Experion OPC server has full read and write access to the Experion
point database. It is possible to deny OPC clients read/write access to the Experion point database based on the
Windows account that the third-party OPC client runs under.
To deny read/write access for a Windows account
1
On the Experion server, use Windows Explorer to locate the XPKSOPCRead, XPKSOPCWrite, and
files in the \Hwiac\Security folder.
XPKSOPCHDARead
2
For each file
Right-click it and choose Properties to display the Properties dialog box.
Click the Security tab.
c Click Add to display the Select Users of Groups dialog box.
d Click the Windows account name that you want to deny access and then click Add.
e Click OK.
f In the Permissions list, select all check boxes displayed in the Deny column.
g Click OK.
a
b
It is not possible to deny read access to a Windows account while giving write access to the same Windows
account. If a Windows account is denied read access, any third-party OPC clients that run under that
Windows account are denied access to the Experion point database. It is possible, however, to only deny
write access to a Windows account.
33
SETTING UP A THIRD-PARTY OPC CLIENT OR SERVER
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Installing Redirection Manager
You need to install Redirection Manager to enable OPC clients to communicate with redundant OPC servers.
Attention
You only need to install Redirection Manager if you did not install it when you installed the Experion server software,
or if it was not preserved during migration.
This section describes the high-level tasks you must complete to install and configure Redirection Manager. For
more detailed information, see the Experion Redirection Manager User’s Guide.
Related topics
“About Redirection Manager” on page 36
“Redirection Manager installation for third-party OPC clients checklist” on page 37
“Redirection Manager installation for Experion OPC client checklist” on page 38
“Installing Redirection Manager on the Experion OPC client computer” on page 39
35
INSTALLING REDIRECTION MANAGER
About Redirection Manager
Redirection Manager (RDM) provides transparent connection between OPC clients and redundant OPC servers.
Topologies where RDM is used are:
•
•
Third-party OPC client communicating with redundant Experion OPC servers
Experion OPC clients communicating with redundant third-party OPC servers
Primary OPC
Server
Backup OPC
Server
OPC Client
System
Management
Runtime
System
Management
Runtime
System
Management
Runtime
Redirection
Manager
The System Management software communicates with the RDM to enable the RDM to identify which of the
redundant servers is running as the primary server. An OPC connection is made via the RDM to the OPC server
that is running as primary. Data and alarms/events are transferred to and from the OPC server and the OPC
client through the RDM.
36
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INSTALLING REDIRECTION MANAGER
Redirection Manager installation for third-party OPC clients checklist
Task
Go to
Install Redirection Manager on the third-party OPC client
computer.
The “RDM Installation” section of
the Experion Redirection Manager
User’s Guide.
Configure Redirection Manager.
The “Configuring RDM” section of
the Experion Redirection Manager
User’s Guide.
During this configuration you are required to specify the
ProgID of the Experion OPC server which is
HwHSC.OPCServer.
Done?
37
INSTALLING REDIRECTION MANAGER
Redirection Manager installation for Experion OPC client checklist
Attention
You only need to install Redirection Manager if you did not install it when you installed the Experion server software,
or if it was not preserved during migration.
Tasks
Task
38
Go to
Install Redirection Manager on the Experion OPC client
computer if it is not already installed.
The “RDM Installation” section of
the Experion Redirection Manager
User’s Guide.
Configure Redirection Manager.
The “Configuring RDM” section
of the Experion Redirection
Manager User’s Guide.
www.honeywell.com
Done?
INSTALLING REDIRECTION MANAGER
Installing Redirection Manager on the Experion OPC client computer
For instructions on how to install Redirection Manager, see the “RDM Installation” section of the Experion
Redirection Manager User’s Guide.
39
INSTALLING REDIRECTION MANAGER
40
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Setting up Microsoft Excel reports checklist
The following topics describes how to set up Microsoft Excel reports using Microsoft Excel Data Exchange
(MEDE).
To configure Microsoft Excel Data Exchange for Microsoft Excel reports
1. Configure Microsoft Excel Data Exchange on the primary server:
a. “Disabling the Deny log on locally policy for the Local Servers account” on page 44
b. “Setting up Microsoft Excel for Excel Reports” on page 45
c. “Re-enabling the Deny log on locally policy for the Local Servers account” on page 49
2. Configure Microsoft Excel and Microsoft Excel Data Exchange on Windows accounts that are used to
configure Microsoft Excel reports:
a. Log on to the Windows operating system using a Windows account that has local administrator
privileges.
b. “Setting up Microsoft Excel for Excel Reports” on page 45
Attention
The steps above only need to be performed for Windows accounts that are used to configure Excel spreadsheets
with MEDE functions that are used as an input to a Microsoft Excel report. You do not need to complete these
steps on every server or Station.
3. Configure Microsoft Excel Data Exchange on the backup server:
a. “Disabling the Deny log on locally policy for the Local Servers account” on page 44
b. “Setting up Microsoft Excel for Excel Reports” on page 45
c. “Re-enabling the Deny log on locally policy for the Local Servers account” on page 49
Results
For troubleshooting Microsoft Excel and Microsoft Excel Data Exchange, see “Troubleshooting Microsoft
Excel reports” on page 50.
Related topics
“Installing Microsoft Excel” on page 42
“Installing Microsoft Excel or Microsoft Office service packs” on page 43
“Disabling the Deny log on locally policy for the Local Servers account” on page 44
“Setting up Microsoft Excel for Excel Reports” on page 45
“Setting up Microsoft Excel for Batch Reports” on page 47
“Setting up network printers for Microsoft Excel reports” on page 48
“Re-enabling the Deny log on locally policy for the Local Servers account” on page 49
“Troubleshooting Microsoft Excel reports” on page 50
41
SETTING UP MICROSOFT EXCEL REPORTS CHECKLIST
Installing Microsoft Excel
If you install Microsoft Excel on a remote computer (that is, a computer other than the server), it uses the full
name of the primary server when requesting information from the server.
Attention
Microsoft Office 2010 is available as 32-bit and 64-bit versions. Honeywell supports only the 32-bit version of Office
2010 for both 32-bit and 64-bit operating systems.
Prerequisites
•
•
Microsoft Office or Microsoft Excel installation media.
You must be logged on to the computer using a local Windows account with administrator permissions.
To install or upgrade Microsoft Excel
1
Insert the Microsoft Office or Microsoft Excel installation media into the computer.
2
In Windows Explorer, browse to the drive and double-click on the setup.exe file.
3
Follow the on-screen instructions to complete the installation.
Attention
•
•
If you plan to use Microsoft Excel to fetch data from Experion with the ODBC Driver, you must perform a
custom install and choose to install Microsoft Query, located in the Office Tools folder.
When installing Microsoft Office on Experion nodes, note the following:
–
–
–
4
42
Select the Custom Installation option.
Select Office shared feature. This is necessary to ensure that VBA is installed.
Do not install Microsoft Outlook on Experion server nodes.
Restart the computer.
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SETTING UP MICROSOFT EXCEL REPORTS CHECKLIST
Installing Microsoft Excel or Microsoft Office service packs
Prerequisites
•
You have the latest supported Microsoft Office service pack for your version of Microsoft Excel or
Microsoft Office. For more information about the supported Microsoft Excel or Microsoft Office service
packs, see the Support Media Software Change Notice (SCN).
Tip
You can download Microsoft Office service packs from the following location: http://office.microsoft.com/
Downloads/default.aspx, or you can order Microsoft Office service pack media from Microsoft.
•
You may also need the original Microsoft Office or Microsoft Excel installation media, depending on which
version is installed and how you installed it.
To install the Microsoft Office service pack
1
Close any applications that are running.
2
In Windows Explorer, browse to the folder containing the Microsoft Office service pack, and double-click
on the setup.exe file.
3
Follow the on-screen instructions to complete the installation.
4
Restart the computer.
Related topics
“Disabling the Deny log on locally policy for the Local Servers account” on page 44
“Re-enabling the Deny log on locally policy for the Local Servers account” on page 49
“Setting up Microsoft Excel for Batch Reports” on page 47
43
SETTING UP MICROSOFT EXCEL REPORTS CHECKLIST
Disabling the Deny log on locally policy for the Local Servers account
There may be times when you need to perform Windows configuration tasks that use the Windows MNGR
account. By default, Experion prevents this account from logging on locally to the computer by enforcing the
Windows Deny log on locally security policy. Therefore, you need to disable the security policy temporarily so
that you can perform your configuration tasks. Immediately after completing your tasks, you must re-enable the
Deny log on locally security policy.
CAUTION
This procedure changes the Windows security policy and allows the Windows mngr account to log on locally to
this computer, which is a potential security risk.
You should only use this procedure when you need to perform Windows configuration tasks. Once complete, you
must change the security policy back to its previous state. If you fail to do this, anyone who has knowledge of the
Windows mngr or LocalComServer account passwords could have privileged access to this computer.
To disable the deny log on locally policy for the Local Servers account
1
Log on to the Windows operating system using a local Windows account with administrator permissions.
2
Choose Start and type secpol.msc in the search box, and then press Enter.
The Local Security Policy window appears.
3
Expand the Local Policies item and then click on the User Rights Assignment item.
4
Double-click on the Deny log on locally policy.
The Deny log on locally Properties window appears.
5
Click the Local Servers item, and then click Remove.
6
Click OK.
7
Close the Local Security Policy window.
Next steps
•
•
Complete your Windows configuration tasks.
After you have completed the required Windows configuration tasks, re-enable the Deny log on locally
security policy for the Local Servers account. For more information, see “Re-enabling the Deny log on
locally policy for the Local Servers account” on page 49.
Related topics
“Re-enabling the Deny log on locally policy for the Local Servers account” on page 49
“Installing Microsoft Excel or Microsoft Office service packs” on page 43
“Setting up Microsoft Excel for Batch Reports” on page 47
44
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SETTING UP MICROSOFT EXCEL REPORTS CHECKLIST
Setting up Microsoft Excel for Excel Reports
If you are setting up Microsoft Excel for usage with Excel Reports, you need to ensure Microsoft Excel is setup
correctly under the MNGR account.
Prerequisites
•
•
Microsoft Excel is installed, but not yet started.
You have followed the procedures to temporarily disable the Deny log on locally policy for the Local
Servers account. For more information, see “Disabling the Deny log on locally policy for the Local Servers
account” on page 44.
CAUTION
When following this procedure, you must complete all the steps, including the final steps to restore Local
Servers to the Deny log on locally policy. If you fail to do this, anyone who has knowledge of the Windows
mngr or LocalComServer account passwords could have privileged access to this computer.
To set up Microsoft Excel for Excel Reports
1
Log on to the Windows operating system using a local Windows account with administrator permissions.
2
In Windows Explorer, go to <install folder>\Honeywell\Experion PKS\Client\Xldataex.
Where <install folder> is the location where Experion is installed.
3
Right-click on the excelreports.reg file, and choose Merge.
If prompted, type the password for a Windows administrator user.
4
Click Yes in the warning message box.
The Registry Editor message “The keys and values in C:\Program Files(x86)\Honeywell\Experion PKS
\client\xldataex\excelreports.reg have been successfully added to the registry” appears.
5
Click OK in the Registry Editor message box.
6
Log off the Windows operating system.
7
Log on to the Windows operating system using the Windows MNGR account.
8
Do the following:
Choose Start and type cmd.exe in the search box, and then press Enter.
A Windows command prompt appears.
b Change directories to the following folder:
a
<install folder>\Honeywell\Experion PKS\client\Xldataex
Where <install
folder>
is the location where Experion is installed.
For example, type:
cd C:\Program Files(x86)\Honeywell\Experion PKS\client\xldataex
c
9
Type activatemede.vbs
Microsoft Excel Data Exchange add-in activation script starts
Type the MNGR password, if prompted.
Ignore any failure to write to log errors or Permission denied errors.
10 Click OK.
To set up Microsoft Excel 2007 Trust Center settings
1
Start Microsoft Excel. if not already started.
2
If prompted, complete the details in any Microsoft Excel dialog boxes, such as typing the user name and
initials, and selecting the help and Windows update options.
45
SETTING UP MICROSOFT EXCEL REPORTS CHECKLIST
3
Choose Office Icon > Excel Options.
The Excel Options window appears.
4
On the left-side of the Excel Options window, click Trust Center.
5
Click Trust Center Settings.
The Trust Center window appears.
6
On the left-side of the Trust Center window., click Macro Settings.
7
Click the Enable all macros (not recommended; potentially dangerous code can run) option.
8
On the left-side of the Trust Center window, click Add-ins.
9
Clear all of the add-in check boxes.
10 Click OK to close the Trust Center window.
11 On the left side of the Excel Options window, click Add-Ins.
12 Under the Active Application Add-ins group, check that Microsoft Excel Data Exchange (MEDE) is
listed.
13 If Microsoft Excel Data Exchange (MEDE) is listed, click OK to close the Excel Options window.
14 If Microsoft Excel Data Exchange (MEDE) is not listed, do the following:
In the Manage list, click Excel Add-ins.
b Click Go.
The Add-Ins dialog box appears.
c Select the Microsoft Excel Data Exchange check box.
d Click OK.
a
15 Restart Microsoft Excel for the changes to be saved and take effect.
16 Close all instances of Microsoft Excel.
Next steps
•
46
Re-enable the Deny log on locally security policy for the Local Servers account. For more information, see
“Re-enabling the Deny log on locally policy for the Local Servers account” on page 49.
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SETTING UP MICROSOFT EXCEL REPORTS CHECKLIST
Setting up Microsoft Excel for Batch Reports
Attention
Follow this procedure if you are setting up Microsoft Excel to only run Batch Reports.
If you want to run Batch Reports as well as Excel Reports, do not follow this procedure. Instead, see “Setting up
Microsoft Excel for Excel Reports” on page 45.
Prerequisites
•
•
Microsoft Excel is installed, but not yet started.
You have followed the procedures to temporarily disable the Deny log on locally policy for the Local
Servers account. For more information, see “Disabling the Deny log on locally policy for the Local Servers
account” on page 44.
CAUTION
When following this procedure, you must complete all the steps, including the final steps to restore Local
Servers to the Deny log on locally policy. If you fail to do this, anyone who has knowledge of the Windows
mngr or LocalComServer account passwords could have privileged access to this computer.
To set up Microsoft Excel for Batch Reports
1
Start Microsoft Excel.
If prompted, complete the details in any Microsoft Excel dialog boxes, such as typing the user name and
initials, and selecting the Help and Windows update.
2
Do one of the following:
Option
Description
Microsoft Excel 2007
Close Microsoft Excel.
Next steps
•
Re-enable the Deny log on locally security policy for the Local Servers account. For more information, see
“Re-enabling the Deny log on locally policy for the Local Servers account” on page 49.
Related topics
“Disabling the Deny log on locally policy for the Local Servers account” on page 44
“Re-enabling the Deny log on locally policy for the Local Servers account” on page 49
“Installing Microsoft Excel or Microsoft Office service packs” on page 43
47
SETTING UP MICROSOFT EXCEL REPORTS CHECKLIST
Setting up network printers for Microsoft Excel reports
If you want to print Microsoft Excel reports to a network printer, you must be logged on using the local mngr
Windows account when configuring that printer. Printers configured using other accounts cannot be used
because the connection to the network print queue will not always be visible to other accounts on the same
computer.
Prerequisites
•
•
Microsoft Excel is installed.
You have followed the procedures to temporarily disable the Deny log on locally policy for the Local
Servers account. For more information, see “Disabling the Deny log on locally policy for the Local Servers
account” on page 44.
CAUTION
When following this procedure, you must complete all the steps, including the final steps to restore Local
Servers to the Deny log on locally policy. If you fail to do this, anyone who has knowledge of the Windows
mngr or LocalComServer account passwords could have privileged access to this computer.
To set up network printers for Microsoft Excel reports
1
Log on to the computer using the local mngr Windows account.
2
Configure the printer.
For more information about configuring printers, see the “Configuring printers checklist” topic in the
“Printers” section of the Station Configuration Guide.
3
Log off the Windows operating system and log on using a Windows account with administrator permissions.
Next steps
•
48
Re-enable the Deny log on locally security policy for the Local Servers account. For more information, see
“Re-enabling the Deny log on locally policy for the Local Servers account” on page 49.
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SETTING UP MICROSOFT EXCEL REPORTS CHECKLIST
Re-enabling the Deny log on locally policy for the Local Servers account
This procedure reinstates the Windows security policy that prevents the Windows mngr account from logging
on locally to this computer.
To re-enable the deny log on locally policy for the Local Servers account
1
If you are logged on to the Windows operating system using the local mngr Windows account, log off.
2
Log on to the Windows operating system using a local Windows account with administrator permissions.
3
Choose Start and type secpol.msc in the search box, and then press Enter.
The Local Security Policy window appears.
4
Expand the Local Policies item and then click on the User Rights Assignment item.
5
Double-click on the Deny log on locally policy.
The Deny log on locally Properties window appears.
6
Click Add User or Group.
The Select Users, Computers, Service Accounts, or Groups window appears.
7
Click Locations.
The Locations window appears.
8
In the Location list, select the computer name, and then click OK.
9
Click Object Types.
The Object Types window appears.
10 Select the Groups check box and click OK.
11 In the Enter the object names to select box, type Local Servers.
12 Click Check Names and ensure that the name can be resolved.
13 Click OK.
14 Click OK to close the Deny log on locally Properties window.
15 Close the Local Security Policy window.
16 Log off the Windows operating system and log on as an Experion user.
Related topics
“Disabling the Deny log on locally policy for the Local Servers account” on page 44
“Installing Microsoft Excel or Microsoft Office service packs” on page 43
“Setting up Microsoft Excel for Batch Reports” on page 47
49
SETTING UP MICROSOFT EXCEL REPORTS CHECKLIST
Troubleshooting Microsoft Excel reports
Use the following to isolate and correct Microsoft Excel reports.
Cause
The Microsoft Excel Report time out period (as defined on the Content tab of the Report display in Station) is
less than the time it takes for the Microsoft Excel workbook used as the input to the Excel report to open and
populate with data.
Solution
1. Configure the Microsoft Excel workbook containing the Microsoft Excel Data Exchange (MEDE) functions
and observe that MEDE automatically populates the data into the workbook cells.
2. Once the configuration of the Microsoft Excel workbook is complete and data is visible, close the Microsoft
Excel workbook.
3. Open the Microsoft Excel workbook and observe the time it takes for the system to open it and populate data
within the cells. Remember that the time it takes for the system to open the Microsoft Excel workbook when
requested through Station will be more than the time it takes for you to open it manually. In this case
increase the time out period in Content tab before requesting the report in Station.
Cause
Microsoft Excel reports cannot manage any dialog boxes or pop-ups that appear during Microsoft Excel
operations, such as open, update, save, and close.
Solution
Manually open the Microsoft Excel workbook and check that no dialog boxes or pop-ups appear before
requesting the report in Station.
Cause
Permissions
Solution
Microsoft Excel Reports requires the local mngr Windows account to have permissions to open and save the
Microsoft Excel workbook.
Cause
There may be existing Microsoft Excel processes created by the local mngr Windows account that are already
running and blocking the Microsoft Excel process instance that you are trying to create when running a
Microsoft Excel report.
Solution
Check that there are no excel.exe processes running (under any Windows account) before requesting the report.
Cause
By default, Internet Explorer (and therefore Station) will not open a Microsoft Excel spreadsheet within the
application. This can be changed by configuring the document type or through the Registry.
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SETTING UP MICROSOFT EXCEL REPORTS CHECKLIST
Solution
If a report is opening outside Station , check that the registry values defined in the <install
file are applied.
folder>\Honeywell
\Experion PKS\client\Xldataex\excelreports.reg
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SETTING UP MICROSOFT EXCEL REPORTS CHECKLIST
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Setting up a file server checklist
A file server allows other computers to share its files over a network. Experion uses the file-sharing capabilities
of the Microsoft Windows Network.
Experion uses a file server to store displays.
Tasks
Task
Go to
Set up the folder as a shared folder.
“Setting up a
shared folder” on
page 54
On each computer that needs access to the shared folder, assign a drive letter.
“Assigning a drive
letter on a client
computer to a
shared folder” on
page 55
Done?
Related topics
“Setting up a shared folder” on page 54
“Assigning a drive letter on a client computer to a shared folder” on page 55
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SETTING UP A FILE SERVER CHECKLIST
Setting up a shared folder
To set up a shared folder
54
1
Log on to the computer using a Windows account with local administrator rights.
2
In Windows Explorer, right-click the folder you want to share and choose Share.
3
Select the user(s) who will be able to access this folder and click Add.
4
Click Share. A progress bar displays.
5
When the share is successful, click Done.
6
Click OK to share the folder, and then close the dialog box.
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SETTING UP A FILE SERVER CHECKLIST
Assigning a drive letter on a client computer to a shared folder
In order for a client computer to access to files in a shared folder, you must assign a drive letter to the shared
folder.
To assign a drive letter on a client computer
1
In Windows Explorer, select Computer and click Map Network Drive. The Map Network Drive dialog
box appears.
2
In the Drive list, select an unassigned letter.
3
Click Browse and browse to the shared folder and click OK.
4
Click Finish.
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SETTING UP A FILE SERVER CHECKLIST
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Changing license and server configuration details
The following topics describe supplementary tasks that are either part of an installation or upgrade, or can be
completed, if required, after an installation.
Related topics
“Changing the Experion license” on page 58
“Changing the displays search path, history archive, and history restore search folders” on page 59
“Changing the report paper type or report font” on page 60
“Configuring the database setup” on page 61
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CHANGING LICENSE AND SERVER CONFIGURATION DETAILS
Changing the Experion license
This section describes how to change the Experion license.
Prerequisites
•
•
•
•
The new Experion license.
You have backed up the database, especially if the database size is being changed.
Some major license changes require you to run the setup program from Experion Application DVD. The
setup program will notify you if this is the case.
If you have a redundant server system, you have to perform this procedure on each server.
To change the Experion license
1
Log on to the server using a Windows account that is a member of the group.
2
Stop the Experion server in Database Only mode.
3
Choose Start > All Programs > Honeywell Experion PKS > Server, then right-click Experion PKS
Server Configuration Panel and choose Run as administrator.
The Experion PKS Server Configuration Panel dialog box appears.
4
Click View License.
The license details dialog box appears.
5
Click Change License.
6
Type the new system and authorization numbers.
7
Click OK.
8
Click Close.
9
Click OK to close the Experion PKS Server Configuration Panel dialog box.
Related topics
“Starting and stopping Experion servers” on page 64
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CHANGING LICENSE AND SERVER CONFIGURATION DETAILS
Changing the displays search path, history archive, and history restore
search folders
Prerequisites
•
Changing the folders requires you to stop and restart the Experion server.
To change the folder
1
Log on to the server using a Windows account with local administrator rights.
2
Choose Start > All Programs > Honeywell Experion PKS > Server, then right-click Experion PKS
Server Configuration Panel and choose Run as administrator.
The Experion PKS Server Configuration Panel dialog box appears.
3
In the appropriate box, type the path to the folder, or click Browse and then browse to the location of the
folder, select it, and then click OK.
4
Click OK to close the Experion PKS Server Configuration Panel dialog box.
5
Stop the Experion server and unload the database.
6
Return the Experion server to system running status.
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CHANGING LICENSE AND SERVER CONFIGURATION DETAILS
Changing the report paper type or report font
Prerequisites
•
Changing the report paper type or report font requires you to stop and restart the Experion server.
To change the report paper type or report font
1
Log on to the server using a Windows account with local administrator rights.
2
Choose Start > All Programs > Honeywell Experion PKS > Server, then right-click Experion PKS
Server Configuration Panel and choose Run as administrator.
The Experion PKS Server Configuration Panel dialog box appears.
3
In the Report paper type list, select the new report paper size.
4
In the Report font list, click the new report font.
5
Click OK to close the Experion PKS Server Configuration Panel dialog box.
6
Stop the Experion server and unload the database.
7
Return the Experion server to system running status.
Related topics
“Starting and stopping Experion servers” on page 64
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CHANGING LICENSE AND SERVER CONFIGURATION DETAILS
Configuring the database setup
After installing Experion, you can adjust the database sizing for history samples and other non-licensed items to
meet your system's requirements.
Related topics
“Adjusting History retention” on page 61
“Adjusting sizing of non-licensed items” on page 61
Adjusting History retention
You can adjust history retention periods, including the duration and number of samples, with the sysbld utility.
For details about this utility, see the Station Configuration Guide.
For more information about history collection refer to the "History collection" section of the Server and Client
Planning Guide and the "History collection and archiving" section of the Server and Client Configuration
Guide.
Adjusting sizing of non-licensed items
You can use the sysbld utility to adjust the default sizing of non-licensed items so that it better meets the needs
of your system. The following table lists the items you can adjust and includes default and maximum values.
For details about the sysbld utility, see the Station Configuration Guide.
Attention
Because some non-licensed items affect disk space and memory requirements, you need to take care when setting their
sizes.
Item
Default number
Maximum number
Additional disk space
required/item (kilobytes)
Algorithm blocks
6,000
6,000
0
Areas
1,000
1,000
0
Concurrent alarms
1,000
1,000
0
Concurrent delays
1,000
1,000
0
Concurrent messages
1,000
1,000
0
Controller channels
90
99
0
Controllers
100
255
0
Dynamic objects on named
displays
300
300
0
Event Summary
32,000
32,7671
0.25
Groups
16,000
16,000
0
Number of application tasks
80
80
0
Number of user files
3
150
User-defined
Operators
400
1,000
0
Point control schedules
1,000
1,000
0
Point lists
2,000
2,000
0
1
The maximum configurable size of the online Event Summary.
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CHANGING LICENSE AND SERVER CONFIGURATION DETAILS
62
Item
Default number
Maximum number
Additional disk space
required/item (kilobytes)
Printer connections
50
50
0
Recipes
500
32,767
1
Reports
1,000
1,000
0
Sequence of event (SOE)
entries
1,000
32,767
0.25
Stored delays
2,000
32,767
0.1
Trends
3,000
3,000
0
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Common Experion tasks
Related topics
“Starting and stopping Experion servers” on page 64
“Starting and stopping Experion LX Direct Station” on page 65
“Stopping Experion services” on page 66
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COMMON EXPERION TASKS
Starting and stopping Experion servers
You can stop and start Experion servers using the Experion PKS Server dialog box.
CAUTION
To avoid synchronization issues while Experion servers and Console Stations are offline, and while services are
stopped, avoid making engineering changes to the system, such as adding controllers or changing tag names.
In addition, it is best practice to bring Experion servers and Console Stations back online in the reverse order in
which they were taken offline. This also helps to reduce database-related synchronization issues.
To stop the Experion server
1
Choose Start > All Programs > Honeywell Experion PKS > Server > Start-Stop Experion PKS Server.
The Experion PKS Server dialog box appears.
Simple mode
Full mode
2
If the Experion PKS Server dialog box appears in simple mode, click the icon to the left of the title bar, and
choose Advanced > Full mode.
3
There are three stop modes available in Full mode; Database Unloaded, Database & Daemons, and
Database Only
Click the stop mode specified in the task or step that led you to this task.
4
If prompted, click Yes to confirm the action.
Wait for the server to change its state. It may take several minutes for the Experion server to stop.
To start the Experion server
1
Choose Start > All Programs > Honeywell Experion PKS > Server > Start-Stop Experion PKS Server.
The Experion PKS Server dialog box appears.
2
If the Experion PKS Server dialog box appears in simple mode, click the icon to the left of the title bar, and
choose Advanced > Full mode.
3
To start the Experion server, click System Running.
4
If prompted, click Yes to confirm the action.
Wait for the Experion server to change its state. It may take several minutes for the Experion server to start.
Related topics
“Changing the Experion license” on page 58
“Changing the report paper type or report font” on page 60
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COMMON EXPERION TASKS
Starting and stopping Experion LX Direct Station
This section describes how to stop and start an Experion Direct Station.
CAUTION
To avoid synchronization issues while Engineering Stations and Direct Stations are offline, or while services are
stopped, avoid making Engineering changes to the system, such as adding controllers or changing tag names.
In addition, it is best practice to bring Engineering Stations and Direct Stations back online in the reverse order in
which they were taken offline. This also helps to reduce database-related synchronization issues.
To stop an Experion Direct Station
1
Choose Start > All Programs > Honeywell Experion PKS > Console Station > Start-Stop Experion
PKS Console Station.
The Experion PKS Console Station dialog box appears.
Simple mode
Full mode
2
If the Experion PKS Console Station dialog box appears in simple mode, click the icon to the left of the
title bar, and choose Advanced > Full mode.
3
There are three stop modes available in Full mode; Database Unloaded, Database & Daemons, and
Database Only.
Click the stop mode specified in the task or step that led you to this task.
4
If prompted, click Yes to confirm the action.
Wait for the Direct Station to change its state, which may take several minutes.
To start an Experion Direct Station
1
Choose Start > All Programs > Honeywell Experion PKS > Console Station > Start-Stop Experion
PKS Console Station.
The Experion PKS Console Station dialog box appears.
2
If the Experion PKS Console Station dialog box appears in simple mode, click the icon to the left of the
title bar, and choose Advanced > Full mode.
3
To start the Experion PKS Console Station, click System Running.
4
If prompted, click Yes to confirm the action.
Wait for the Direct Station to change its state, which may take several minutes.
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COMMON EXPERION TASKS
Stopping Experion services
This section describes how to stop Experion services on a computer.
CAUTION
To avoid synchronization issues while servers and Console Stations are offline, or while services are stopped,
avoid making Engineering changes to the system, such as adding controllers or changing tag names.
In addition, it is best practice to bring servers and Console Stations back online in the reverse order in which they
were taken offline. This also helps to reduce database-related synchronization issues.
Related topics
“Using the Experion PKS Services Control Panel” on page 66
“Displaying the Computer Management services console” on page 66
“Stopping Engineering Tools services” on page 67
“Start and stop services using a command line (ssservices.exe)” on page 67
Using the Experion PKS Services Control Panel
This control panel provides the following options:
•
•
•
•
•
Start/stop SQL services.
Start/stop Engineering Tool services.
Start/stop Server/Station services.
Start/stop common components infrastructure/TPS services.
Start/stop all Experion services.
Prerequisites
•
The Experion PKS Services Control Panel can be accessed by the following methods
– Choose Start > All Programs > Honeywell Experion PKS > Engineering Tools > Engr Tools
Services Control Panel.
– If you have installed Experion, in the <install folder>\Honeywell\Experion PKS\Utilities
\SSServices folder, double-click the ssservices.exe file, where <install folder> is the location where
Experion is installed.
– In the Experion Application DVD, go to the Packages\Utilities\SSServices folder and double-click the
ssservices.exe file.
To use the Experion PKS Services Control Panel
1
Open the Experion PKS Services Control Panel.
See the Prerequisites section above for more information on how to start this utility.
2
Click the required start or stop command option.
3
Click OK.
A message displays the success of stopping the services.
Displaying the Computer Management services console
To display the Computer Management Services Console
66
1
Click Start, right-click the Computer and choose Manage.
2
Expand the Services and Applications item.
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COMMON EXPERION TASKS
3
Click the Services item.
The services are displayed on the right pane of the console. Most Experion-related process names are
prefixed with “Experion”.
Stopping Engineering Tools services
To stop Engineering Tools services
1
Display the Services Console.
2
Right-click Experion PKS GCL Name Server service and then choose Stop.
If the Stop command is not available, the service has already stopped.
Stopping this service also stops the Experion PKS Control Data Access Server service, if this service is
present and currently running.
3
Click Yes to stop all dependant services.
Start and stop services using a command line (ssservices.exe)
Description
Using the ssservices.exe command, you can start and stop Experion services from a command line, or use the
command in .bat files.
Syntax
ssservices.exe {-start_sql | -start | -start_hsc | -start_cc | -start_all | -stop_sql | -stop | stop_hsc | -stop_cc | -stop_all} [path_to_ssstatus.txt]
Arguments
Description
-start_sql
Start SQL services.
-start
Start Engineering Tools services.
-start_hsc
Start Experion server services.
-start_cc
Start all common component infrastructure services.
-start_all
Start all services (SQL services, Engineering Tools services, Experion server services, and
all common component infrastructure services).
-stop_sql
Stop SQL services.
-stop
Stop Engineering Tools services.
-stop_hsc
Stop Experion server services.
-stop_cc
Stop all common component infrastructure services.
-stop_all
Stop all services (SQL services, Engineering Tools services, Experion server services, and
all common component infrastructure services).
path_to_ssstatus.txt
The path to the folder where the ssstatus.txt. This file contains the output of the
command. If this path is not specified, the output is displayed in the command window.
If the path contains spaces, the path should be contained within quotes.
Example
"<install folder>\Honeywell\Experion PKS\Utilities\SSServices\ssservices.exe" -start_hsc
"<install folder>\Honeywell\Experion PKS\Install"
Where <install
folder>
is the location where Experion is installed.
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COMMON EXPERION TASKS
This example will start Experion server services. The ssstatus.txt file located in the <install
\Honeywell\Experion PKS\Install folder will contain the output of the command.
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folder>
Installing specialized hardware on a computer
The topics in this section describe how you install or configure the following hardware for an Experion system:
•
•
•
Printers
Serial adapters
Integrated keyboards (IKB)
– Using an OEP/IKB adapter
– Using a USB port
Related topics
“Installing a printer” on page 70
“Serial adapter installation checklist” on page 74
“Connecting an integrated keyboard (IKB) to an OEP/IKB adapter” on page 76
“Connecting an integrated keyboard (IKB) to a USB port” on page 77
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INSTALLING SPECIALIZED HARDWARE ON A COMPUTER
Installing a printer
This topic describes how to install a printer.
Prerequisites
•
•
•
A supported printer.
You must be logged on to the computer using a Windows account with local administrator rights.
If you are installing an alarm printer, such as an Epson LQ 1070+ ESC P2, the paper size is usually set to US
Std Fanfold.
Tasks
Task
Go to
Done?
Connect the printer to the computer as specified by the
manufacturer.
Install the print driver. Choose one of the following methods:
•
Local printer
“Installing a printer driver for a local
printer” on page 70
•
Local shared printer
“Installing a printer driver for a local
shared printer” on page 71
•
Shared network printer with a suitable share name
“Installing a printer driver for a shared
network printer (with a suitable share
name)” on page 71
That is, the share name does not contain more than 30
characters and does not contain any spaces.
•
Shared network printer whose existing share name is
unsuitable
“Installing a printer driver for a shared
network printer (whose existing share
name is unsuitable)” on page 72
Specify the location of the print job spool.
“Setting up the print job spool folder” on
page 73
If this is an alarm/report printer and it is connected to a computer
other than the server, create a guest account.
“Creating a guest account” on page 73
Configure the printer, as described in the Station Configuration
Guide.
Related topics
“Installing a printer driver for a local printer” on page 70
“Installing a printer driver for a local shared printer” on page 71
“Installing a printer driver for a shared network printer (with a suitable share name)” on page 71
“Installing a printer driver for a shared network printer (whose existing share name is unsuitable)” on page 72
“Setting up the print job spool folder” on page 73
“Creating a guest account” on page 73
Installing a printer driver for a local printer
This procedure is only applicable if the printer is connected to the computer, and is only used by this computer.
To install the printer driver
70
1
Log on to the computer using a Windows account with local administrator rights.
2
Choose Start > Devices and Printers > Add a Printer.
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INSTALLING SPECIALIZED HARDWARE ON A COMPUTER
3
Click Add a Local Printer.
4
Click the port to which the printer is connected. Click Next to continue.
5
Select the printer manufacturer from Manufacturer.
6
Select the printer model from Printers, and then click Next.
7
Name the printer. The name cannot contain spaces, and must not contain more than 30 characters.
8
Click Next to continue.
9
Specify whether or not the printer can be shared by other network users then click Next.
10 If you want to, specify Location and Comments .
11 Click Next.
12 Click Yes to print a test page.
13 Check the information is correct and click Finish to finish installing the printer.
Installing a printer driver for a local shared printer
This procedure is only applicable if the printer is connected to the computer, and it is shared by other computers.
To install the printer driver
1
Log on to the computer using a Windows account with local administrator rights.
2
Choose Start > Devices and Printers > Add a Printer.
3
Click Add a Local Printer.
4
Click the port to which the printer is connected. Click Next to continue.
5
Click the printer manufacturer from Manufacturer.
6
Click the printer model from Printers, and then click Next.
7
Name the printer. The name cannot contain spaces, and must not contain more than 30 characters.
8
Click Next to continue.
9
Click Share as, type the same name as above, then click Next.
10 If you want to, specify Location and Comments .
11 Click Next.
12 Click Yes to print a test page.
13 Check the information is correct and click Finish to finish installing the printer.
Installing a printer driver for a shared network printer (with a suitable share name)
This procedure is only applicable if the printer is connected directly to the network, and the current share name
does not contain spaces or more than 30 characters.
To install the printer driver
1
Log on to the computer using a Windows account with local administrator rights.
2
Choose Start > Devices and Printers > Add a Printer.
3
Click Add a network, wireless or Bluetooth printer. A list of available printers displays.
If the printer you wish to connect to does not display, click The printer that I want isn't listed to browse a
list of shared printers on the network.
4
Click the printer you want to add and click Next.
5
Specify whether or not you want the network printer to be the default and click Next.
Experion does not require the printer to be the default. However, if it is your only printer, and you wish to
print screen dumps, you must make it the default printer.
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INSTALLING SPECIALIZED HARDWARE ON A COMPUTER
6
Check the information is correct and click Finish to complete the installation.
To set the paper size
1
Choose Start > Devices and Printers.
2
Click the printer.
3
Right-click the printer and choose Printing Preferences from the menu which displays.
4
Click the correct paper size and click OK.
5
Select the orientation: Portrait or Landscape.
6
Click Apply and then click OK to close the Printing Preferences dialog box.
Installing a printer driver for a shared network printer (whose existing share name is unsuitable)
This procedure is only applicable if the printer's current share name contains spaces or more than 30 characters.
To install the printer driver
1
Log on to the computer using a Windows account with local administrator rights.
2
Choose Start > Devices and Printers > Add a Printer.
3
Do one of the following:
Option
Description
Windows 7, Windows Server 2008,
Windows Server 2008 R2
1. Click Add a printer.
2. Click Add a local or network printer as an administrator.
3. Click Add Local Printer.
4
Click Create a new port and click Next.
5
Type the full network UNC path for the printer in the Port Name dialog box and click OK.
6
Click the printer manufacturer from Manufacturer.
7
Click the printer model from Printers, and then click Next.
8
Name the printer. The name cannot contain spaces, and must not contain more than 30 characters.
9
Click Next.
10 Click Do not share this printer and click Next.
11 If you want to, specify Location and Comments.
12 Click Next.
13 Click Yes to print a test page.
14 Check the information is correct and click Finish to finish installing the printer.
To set the paper size
72
1
Choose Start > Devices and Printers.
2
Select the printer.
3
Right—click the printer and select Printing Preferences.
4
Click Advanced.
5
Click the correct paper size and click OK.
6
Select the orientation: Portrait or Landscape.
7
Click Apply and then click OK to close the Printing Preferences dialog box.
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INSTALLING SPECIALIZED HARDWARE ON A COMPUTER
Setting up the print job spool folder
When you install a printer, Windows creates a folder to temporarily store print jobs before sending them to the
printer. By default, the folder is %windir%\System32\Spool\Printers.
To change the spool folder
1
Choose Start > Devices and Printers > Printers to display the Printers window.
2
Select a printer and click Print server properties and click the Advanced tab.
3
Type a path for the print spool folder that is not in the primary partition.
4
Click Apply and then click OK to save your changes.
Creating a guest account
When printing alarms, events, or reports on a printer that is connected to a computer other than the server,
network security becomes a factor. This is because Experion runs under the Mngr account. When Experion
attempts to print via another computer, it logs into that computer using the Mngr account and associated
password. The print job will fail if the logon fails.
To ensure that security does not become an issue when printing, you must create a 'guest' account on the other
computer named Mngr. If this account is only used for printing, you can set it up for only printing privileges.
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INSTALLING SPECIALIZED HARDWARE ON A COMPUTER
Serial adapter installation checklist
This section describes the prerequisites while installing a serial adapter.
Prerequisites
•
•
Serial adapter is qualified for use with Experion R100.
When installing a Windows operating system recommended serial adapter, the device will be detected and
automatically configured during the Windows operating system installation.
Related topics
“Installing a Stallion EasyConnection” on page 74
Installing a Stallion EasyConnection
Electrostatic discharge
Ensure that you are properly earthed when installing any hardware in a computer. Honeywell recommends that
you use an antistatic wrist strap. Alternatively, frequently touch metal parts on the computer to prevent the buildup
of static electricity.
The Stallion EasyConnection serial adapter can connect RS-232, RS-422, and RS-485 devices. The following
figure shows a typical configuration.
Server
Stallion
Adapter
RS-485
Controller
Controller
Controller
Prerequisites
•
•
•
Stallion EasyConnection adapter.
Disk or CD supplied with the adapter.
For details about connecting controllers to the adapter, see the Station Configuration Guide.
To install a Stallion EasyConnection and configure its driver
1
Install the adapter in accordance with the manufacturer's instructions, using the default DIP switch settings.
2
Do one of the following:
Option
Description
Windows Server 2008 •
In the Windows Control Panel classic view, double-click Add Hardware.
The Add Hardware Wizard is displayed.
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INSTALLING SPECIALIZED HARDWARE ON A COMPUTER
Option
Description
Windows 7
1. In the Windows Control Panel large or small icon view, click Devices and Printers.
2. Click Add a Device.
The Add a device wizard is displayed.
3
Follow the prompts on the wizard to install the driver.
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INSTALLING SPECIALIZED HARDWARE ON A COMPUTER
Connecting an integrated keyboard (IKB) to an OEP/IKB adapter
This section shows how to connect the Honeywell OEP/IKB adapter to a computer and a non-USB integrated
keyboard (IKB).
CAUTION
Do not connect the AC power cord to the AC power outlet unless the OEP/IKB adapter is connected to the IKB
and the COM1 and PS/2 ports of the computer.
To connect an IKB to an OEP/IKB adapter
1
Shutdown and turn off the computer.
2
Turn off the IKB.
3
Connect the OEP/IKB, COMM, and PS/2 ports on the OEP/IKB adapter as shown in the following diagram.
IKB
To AC power outlet
AC power cord
OEP/IKB
Comm port
OEP/IKB adapter
Power
source
4
76
Power
PS/2
Connect the power source to the OEP/IKB adapter.
5
Connect the AC power cord to the power source and the AC power outlet.
6
Turn on the computer and the IKB.
www.honeywell.com
To COM1 port on
client computer
To PS/2 keyboard port
on client computer
INSTALLING SPECIALIZED HARDWARE ON A COMPUTER
Connecting an integrated keyboard (IKB) to a USB port
This section describes how to connect a USB integrated keyboard (IKB) to a USB port or USB hub connected
to the computer.
Prerequisites
•
•
The IKB service is installed.
You know the location of the USB drivers on your computer. If you accepted the default path when you
installed the IKB service, the location of the USB drivers is
C:\Program Files (x86)\Honeywell\IKB_USB_Drivers
To connect the Integrated Keyboard and install USB drivers
1
Insert the integrated keyboard (IKB) USB cable into a USB port on the computer or the USB hub that is
connected to the computer.
2
Insert the IKB power plug into a power outlet.
3
Ensure the power to the IKB is switched on.
4
The Found New Hardware wizard starts. Click Next to continue.
5
Click Specify a location and then click Next .
6
Type the location
7
The Found New Hardware wizard restarts.
8
Click Next to continue.
9
Click Specify a location and then click Next .
The location you typed in the step above appears.
of the USB drivers
and then click OK.
10 Click OK to continue.
11 Click Next
12 Click Finish.
13 Restart the computer.
To configure the USB Serial port
1
Click Start, right-click Computer and choose Manage.
2
Click the Device Manager item to display a list of devices.
3
Expand the Ports (COM & LPT) item.
In the list of ports is the USB Serial item with the port name displayed next to the item name. The port name
must be COM3.
4
If the port name is not COM3
Right-click on the USB Serial item and choose Properties.
b Click the Port Settings tab.
c Click Advanced.
d In the COM Port Number list, choose COM3.
e Click OK to close the Advanced Settings dialog box.
f Click OK to close the USB Serial Properties dialog box.
a
5
Close the Computer Management dialog box.
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INSTALLING SPECIALIZED HARDWARE ON A COMPUTER
78
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Notices
Trademarks
Experion® and SafeBrowse® are registered trademarks of Honeywell International, Inc.
Other trademarks
Microsoft and SQL Server are either registered trademarks or trademarks of Microsoft Corporation in the
United States and/or other countries.
Trademarks that appear in this document are used only to the benefit of the trademark owner, with no intention
of trademark infringement.
Third-party licenses
This product may contain or be derived from materials, including software, of third parties. The third party
materials may be subject to licenses, notices, restrictions and obligations imposed by the licensor. The licenses,
notices, restrictions and obligations, if any, may be found in the materials accompanying the product, in the
documents or files accompanying such third party materials, in a file named third_party_licenses on the media
containing the product, or at http://www.honeywell.com/ps/thirdpartylicenses.
79
NOTICES
Documentation feedback
You can find the most up-to-date documents on the Honeywell Process Solutions support website at:
http://www.honeywellprocess.com/support
If you have comments about Honeywell Process Solutions documentation, send your feedback to:
hpsdocs@honeywell.com
Use this email address to provide feedback, or to report errors and omissions in the documentation. For
immediate help with a technical problem, contact your local Honeywell Technical Assistance Center (TAC)
listed in the “Support and other contacts” section of this document.
80
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NOTICES
How to report a security vulnerability
For the purpose of submission, a security vulnerability is defined as a software defect or weakness that can be
exploited to reduce the operational or security capabilities of the software.
Honeywell investigates all reports of security vulnerabilities affecting Honeywell products and services.
To report a potential security vulnerability against any Honeywell product, please follow the instructions at:
https://honeywell.com/pages/vulnerabilityreporting.aspx
Submit the requested information to Honeywell using one of the following methods:
•
Send an email to security@honeywell.com.
•
or
Contact your local Honeywell Technical Assistance Center (TAC) listed in the “Support and other contacts”
section of this document.
81
NOTICES
82
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Index
A
alarms
sizing 61
algorithms
blocks
sizing 61
areas
sizing 61
assigning a drive letter to a shared folder 55
C
changing
archive folders 59
displays search path 59
font for reports 60
history folders 59
license details 57, 58
report font 60
report paper type 60
restore folders 59
search path for displays 59
security settings on Console Station 19
security settings on server 19
server configuration details 57
channels
sizing 61
checklists
installing a remote third-party OPC client 24
installing a remote third-party OPC server 25
Microsoft Excel
reports 41
setting up a file server 53
clients
OPC client
setting up a third-party OPC client 23
commands and utilities
NTPConfig 10
ssservices.exe 67
common Experion tasks 63
Computer Management services console 66
configuring
DCOM 29–31
OPC 24, 25, 29, 32
consoles
Computer Management services console 66
control panel, services 66
controllers
sizing 61
creating
mngr account 27
third-party OPC Windows account 28
user accounts 27
Windows mngr account 27
D
databases
configuring items 61
history retention 61
sizing 61
DCOM
configuring 29–31
Direct Stations
starting and stopping 65
displays
changing search paths 59
search paths 59
drive letter, assigning 55
E
Engineering Station
starting and stopping 64
engineering tools
services 67
Event Summary
sizing 61
F
file server
setting up 53
folders
shared folders 54, 55
G
groups
sizing 61
guidelines
NTPConfig 10
H
history
archive folders 59
restore folders 59
retention 61
specifying retention period 61
HMIWeb Display Builder
installing 7
83
INDEX
I
IKB (Integrated Operator Keyboard) 69
installing
HMIWeb Display Builder 7
Microsoft Excel 42
Microsoft service packs 43
OPC Server Connect package 26
Redirection Manager 35
remote third-party OPC client 24
remote third-party OPC server 25
specialized hardware 69
L
P
license
changing 57, 58
POK (Parallel Operation Keyboard) 69
printers
configuring 48
installing 69
M
R
messages
sizing 61
Microsoft Excel
Data Exchange
setting up 45
installing 42
installing service packs 43
Microsoft Excel for Data Exchange (MEDE) 45
reports
setting up 41, 45, 47, 48
Microsoft Office
installing service packs 43
Microsoft service packs, installing 43
mngr account (Windows)
creating 27
read/write permissions
OPC 33
recipes
sizing 61
Redirection Manager
installing 35
reports
batch 47
font 60
Microsoft Excel 45, 47
network printers 48
paper type 60
printers 48
sizing 61
retention periods for collecting history 61
N
S
Network Time Protocol (NTP)
, See NTP (Network Time Protocol)
networks
printers 48
NTP (Network Time Protocol)
adjusting NTP on a workgroup system recently added to
a domain 17
guidelines 10
NTPConfig 10
schedules
sizing 61
searching for
display search paths 59
security
Console Station
settings 19
server
settings 19
sequence of events (SOEs)
sizing 61
serial adapters
installing 69
servers
configuring 57
OPC server
setting up a third-party OPC server 23
services
Computer Management services console 66
control panel 66
OPC server service 32
starting 67
O
OEP (Operator Entry Panel) 69
OPC
callback 30
configuring 24, 25, 32
configuring DCOM 29–31
DCOM 29–31
OPC Client
setting up a third-party OPC client 23
OPC Server
OPC Server Connect package 26
84
setting up a third-party OPC server 23
read/write permissions 33
Server
OPC Server Connect package 26
setting up a third-party OPC client or server 23
third-party OPC client or server, setting up 23
third-party OPC server, configuring 31
third-party OPC Windows account 28
operators
sizing 61
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INDEX
stopping 66, 67
shared folders 54, 55
sizing non-licensed items 61
SOEs
sizing 61
specialized hardware, installing 69
ssservices.exe command 67
starting
Direct Stations 65
Engineering Station 64
services with the ssservices.exe command 67
stopping
Direct Stations 65
Engineering Station 64
services 66, 67
synchronizing
setting up time synchronization 9, 11, 13, 15
T
tasks
common Experion tasks 63
third-party OPC client or server 23
time synchronization 9, 11, 13, 15
trends
sizing 61
W
Windows
account for third-party OPC 28
mngr account 27
wizards and add-ins
Experion Node Security Wizard 21
85
INDEX
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