Proficy Plant Applications 4.2 Getting Started

Proficy Plant Applications 4.2 Getting Started

Proficy

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Plant Applications

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V e r s i o n : 5 . 0

R e l e a s e D a t e : A u g u s t 2 0 1 0

All rights reserved. No part of this publication may be reproduced in any form or by any electronic or mechanical means, including photocopying and recording, without permission in writing from GE Intelligent

Platforms, Inc.

Disclaimer of Warranties and Liability

The information contained in this manual is believed to be accurate and reliable. However, GE Intelligent

Platforms, Inc. assumes no responsibilities for any errors, omissions or inaccuracies whatsoever. Without limiting the foregoing, GE Intelligent Platforms, Inc. disclaims any and all warranties, expressed or implied, including the warranty of merchantability and fitness for a particular purpose, with respect to the information contained in this manual and the equipment or software described herein. The entire risk as to the quality and performance of such information, equipment and software, is upon the buyer or user. GE Intelligent

Platforms, Inc. shall not be liable for any damages, including special or consequential damages, arising out of the user of such information, equipment and software, even if GE Intelligent Platforms, Inc. has been advised in advance of the possibility of such damages. The user of the information contained in the manual and the software described herein is subject to the GE Intelligent Platforms, Inc. standard license agreement, which must be executed by the buyer or user before the use of such information, equipment or software.

Notice

GE Intelligent Platforms, Inc. reserves the right to make improvements to the products described in this publication at any time and without notice.

© 2010, GE Intelligent Platforms, Inc. All rights reserved. Microsoft is a registered trademark of Microsoft

Corporation in the United States and/or other countries. Any other trademarks herein are used solely for purposes of identifying compatibility with the products of GE Intelligent Platforms, Inc.

Proficy* is a trademark of GE Intelligent Platforms, Inc.

We want to hear from you. If you have comments, questions, or suggestions about our documentation, send them to the following email address: [email protected]

Contents

Welcome ............................................................................................................ 1

About This Guide ............................................................................................................. 1

Plant Applications Overview ............................................................................ 2

Contacting Us .................................................................................................. 4

General Contact Information ..................................................................................... 4

Technical Support ........................................................................................................ 4

Americas ......................................................................................................................... 4

Europe, Middle East, and Africa ............................................................................... 5

Asia Pacific .................................................................................................................... 5

Licensing .......................................................................................................... 6

Licensing Models ............................................................................................................... 6

Server Module/Component Model ........................................................................... 7

Functional License Model ........................................................................................... 7

Using Existing Licensing .................................................................................................. 9

Proficy Common Licensing ........................................................................................... 10

To authorize your GE Intelligent Platforms product ........................................... 10

Ordering New Licenses .................................................................................................. 10

Default Hardware Key Configuration ......................................................................... 11

Example ....................................................................................................................... 11

Custom Hardware Key Configuration ......................................................................... 11

Example ....................................................................................................................... 11

Installing the Parallel Port Hardware Key ................................................................... 12

Installing the USB Hardware Key ................................................................................ 12

Starting the License Viewer ........................................................................................... 13

Troubleshooting Hardware Keys.................................................................................. 14

Updating HASP Drivers ............................................................................................ 14

Replacing Defective Hardware Keys ....................................................................... 14

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Recovery for Improper USB Key Installation ....................................................... 15

“License Viewer failed to retrieve information.

[Proficy.Licensing.KeyDiag.KeyDiagException:30]” ........................................... 16

“HASP not found (-10)” or “Must install appropriate driver” ........................... 16

“Not a valid Win32 application” .............................................................................. 17

Upgrading to Plant Applications 5.0 ............................................................... 17

Determining Installation Environment .......................................................... 18

Installation Overview ...................................................................................................... 18

System Requirements ...................................................................................................... 19

Coordinated Universal Time (UTC) Considerations ................................................. 19

Reporting and UTC .................................................................................................... 19

Default Time Zone site parameter .......................................................................... 20

Upgrading Plant Applications to use UTC ............................................................. 20

Test Environment ........................................................................................................... 22

Quick Start Checklist for a Test Environment ...................................................... 23

Standard Production Environment .............................................................................. 23

Quick Start Checklist for Standard Production ..................................................... 24

High-volume Production Environment ...................................................................... 25

Quick Start Checklist for High-volume Production ............................................. 26

Preparing for Proficy Server Installation ......................................................... 28

Plant Applications Remote Data Service ..................................................................... 29

To install Proficy Historian Client API Tools ....................................................... 30

Installing the Proficy Server ............................................................................ 31

To install the Proficy Server ..................................................................................... 32

Verifying Installation Log Files ..................................................................................... 37

Preparing for Plant Applications Web Server Installation .............................. 38

Install Necessary Windows Components .................................................................... 38

To install Windows 2003 Components ................................................................... 38

To install Windows 2008 Components ................................................................... 39

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Back up the IIS Metabase Configuration .................................................................... 40

IIS 6.0 ........................................................................................................................... 40

IIS 7.0 ........................................................................................................................... 41

Configuring Internet Explorer for Web Reports ....................................................... 41

To configure Internet Explorer ................................................................................ 41

Installing the Plant Applications Web Server ............................................................. 42

To install the Plant Applications Web Server ........................................................ 42

Post-installation Web server Configuration ................................................................ 44

To configure Excel 2003 ........................................................................................... 45

To configure Excel 2007 ........................................................................................... 46

To update the DCOM permissions for the Excel and Access Components ... 48

To verify the virtual directories have been created ............................................... 49

Installing the Plant Applications Clients ........................................................ 50

To install the Plant Applications Clients ................................................................ 50

Post-Installation Considerations ..................................................................... 53

Are there other applications that use Port 12280? ................................................ 53

Will the site be generating events less than 4 minutes between events? ............ 53

What type of security will be integrated on the Proficy Server? ......................... 53

Will the event numbers generated be numeric or alphanumeric values? .......... 53

Will the product codes generated be numeric or alphanumeric values? ............ 54

Will users be allowed to save their client passwords to the local workstation? 54

Will the site use a default language other than US English? ................................ 54

How far back should EventMgr service look for events at start up? ................. 54

Set the SpecificationSetting site parameter ............................................................. 54

Cluster Installation and Configuration ........................................................... 55

Assumptions ................................................................................................................ 55

Cluster Hardware Requirements .............................................................................. 56

Supported and Validated Cluster Configurations ...................................................... 56

One Cluster, Two Nodes .......................................................................................... 57

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Two Clusters, Four Nodes ........................................................................................ 58

Three Clusters, Six Nodes ......................................................................................... 58

Creating a New Server Cluster ...................................................................................... 59

Creating Cluster Groups ................................................................................................ 59

To create a cluster group ........................................................................................... 59

Installing and Configuring IIS and FTP ...................................................................... 60

To install and configure IIS and FTP ..................................................................... 60

SQL Server 2005 ............................................................................................................. 60

To create a new failover cluster with SQL Server 2005 ....................................... 60

Before Installing Plant Applications ............................................................................. 61

Installing the Proficy Enterprise Connector ............................................................... 61

To install the Proficy Enterprise Connector .......................................................... 62

Installing the Proficy Server........................................................................................... 62

To install the Proficy Server ..................................................................................... 63

Installing the Plant Applications Web Server ............................................................. 63

To install the Plant Applications Web Server ........................................................ 63

Installing the Plant Applications Clients ...................................................................... 64

To install the Plant Applications Clients ................................................................ 64

Adding the Plant Applications Resources ................................................................... 64

To add Plant Applications resources ....................................................................... 64

Plant Applications Environments ................................................................... 67

The Administrator Environment .................................................................................. 67

The Client Environment ................................................................................................ 69

The Web Server Administrator Environment ............................................................ 70

The Web Client Environment ....................................................................................... 71

The Web Part Administrator Environment ................................................................ 71

Troubleshooting .............................................................................................. 73

Proficy Server Disconnects from Proficy Router ...................................................... 73

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To change the port used by Plant Applications .................................................... 73

Changing SharePoint Port Number ............................................................................. 74

To change the port used by SharePoint .................................................................. 74

Invalid SQL User Name and Password ....................................................................... 75

Run-time Error -5006 During Installation .................................................................. 75

SQL Server Blocking ...................................................................................................... 76

To modify the degree of parallelism in SQL Server 2005 or 2008 ..................... 77

Verify that Proficy Server Services Started .................................................................. 77

To verify that the Proficy Server services have started ........................................ 77

Verify the Server Connection ........................................................................................ 77

To verify the server connection ............................................................................... 78

Proficy Server License Manager Service Not Starting ............................................... 78

To reset the default database passwords................................................................. 78

Web Content Tree Not Displaying in the Web Client .............................................. 79

To enable parent paths .............................................................................................. 79

Web Reports Not Working Correctly .......................................................................... 80

To enable HTTP Keep-Alives ................................................................................. 80

Updating SQL Server User Passwords ........................................................................ 80

Backing Up and Restoring the Database ..................................................................... 81

To back up and restore a database........................................................................... 81

Moving the .MDF and .LDF Files ............................................................................... 81

To locate the .mdf and .ldf files ............................................................................... 82

To move the .mdf and .ldf files ................................................................................ 82

Index ............................................................................................................... 85

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Welcome

Plant Applications is a unique software solution that digitizes the collective information being generated throughout your production facilities into a “virtual plant” that can be accessed where, when, and how you need it. It then allows you to measure and monitor your performance across key criteria in real time. In this way, Proficy Plant Applications enables you to gain clear insight into your production and greatly improve your operational effectiveness.

The Plant Applications solution allows for an incremental or “stepped” approach to purchasing, installing, and implementing the right functionality at the right time. A number of powerful Plant Applications functions are available depending upon your needs.

About This Guide

This guide provides you with the information you need to get Plant Applications up and running, including:

• Overviews of the different installation environments, including a checklist to help you quickly determine what you’ll need to get going.

• Installation instructions for customers who are upgrading and for customers who are installing Plant Applications for the first time.

• A troubleshooting section that provides answers to the more common installation issues.

IMPORTANT:

Please read the Important Product Information on your installation CD for the latest information about Plant Applications, including new features, system requirements, and release notes.

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Plant Applications Overview

Proficy Plant Applications is the foundation of the Proficy Enterprise Solutions that are core to the production management portfolio. These applications include Proficy Enterprise

Connector, Proficy Maintenance Gateway, and Proficy DataMart.

Plant Applications modules are focused on specific production capabilities and can be implemented individually or as part of an overall solution. Your Plant Applications license determines which functions are available to you.

Plant Applications includes the following capabilities:

Efficiency Management: Provides insight into overall equipment effectiveness, giving users a comprehensive view of equipment uptime, downtime, and waste. This module is ideal for improving the throughput of a plant without additional equipment expenditure.

Quality Management: Provides visibility into how products are actually produced against their specifications and ideal conditions. It is ideal for improving the quality and consistency of products and reducing waste.

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Production Management: Provides insight into how products actually flow through the plant by tracking production against specifications and schedules. It is ideal for product genealogy reporting as well as making scheduling changes to reduce Work in Progress (WIP) and overall inventory.

Batch Analysis: Allows manufactures to better understand and control variation in batch related production environments. With powerful analytical tools, reports, and a generic interface to several commercially available batch execution systems, the batch analysis solution is ideal for manufactures that are looking to extend typical batch execution systems with powerful off-the-shelf reporting and analysis capabilities.

Plant Wide Reporting and Analytics: Provides web-based reports, Web Parts, and analytics for monitoring operations. Drill-down analytical support is provided allowing for interactive analytics, which are useful for understanding “root-cause” analysis of problem areas.

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Contacting Us

If you purchased this product through an Authorized Channel Partner, please contact them directly.

General Contact Information

Online technical support and GlobalCare: www.ge-ip.com/support

Comments about our manuals and online Help: [email protected]

Additional information: www.ge-ip.com

Solution Provider: [email protected]

Authorization: [email protected]

Technical Support

If you have technical problems that cannot be resolved with the information in this guide, please contact us by telephone or e-mail, or on the Web at www.ge-ip.com/support.

Americas

Online technical support: www.ge-ip.com/support

Telephone: 1-800-433-2682

International Americas direct dial: 1-434-978-5100

Technical Support e-mail: [email protected]

Customer Care e-mail: [email protected]

Inside Sales: [email protected]

Primary language of support: English

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Europe, Middle East, and Africa

Online technical support: www.ge-ip.com/support

Telephone: +800 1-433-2682

Technical Support e-mail: [email protected]

Customer Care e-mail: [email protected]

Inside Sales: [email protected]

Primary language(s) of support: English, French, German, Italian, Czech, Spanish

Asia Pacific

Online technical support and GlobalCare: www.ge-ip.com/support

Telephone: +86-400-820-8208

+86-21-3217-4826 (India, Indonesia, and Pakistan)

Technical Support e-mail: [email protected] (China) [email protected] (Japan) [email protected] (other Asian locales)

Customer Care e-mail: [email protected]

[email protected] (China)

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Licensing

With your purchase of Plant Applications 5.0, you will receive an M4 hardware key, either for a USB port or for a parallel port, for each server that runs Plant Applications. The hardware key is plugged into the computer where you install the Proficy Server software.

IMPORTANT:

If you are upgrading from a pre-4.2 version to 4.2 or newer, you must get a new license key. Plant Applications 4.2 and newer uses a new licensing format and will not work with the old license key format. Please contact us to get a new license key before upgrading. If you are upgrading from 4.2 or newer to

5.0, you must request an upgrade to your existing key. For information about license keys, please visit our

Web site at http://www.ge-ip.com/support and click the Licensing Key link located on the right side of the page in the Quick Picks section.

IMPORTANT:

If you plan on installing the Plant Applications services on one server and the Plant

Applications database on another, the hardware key must be connected to the server where the Proficy Server services are installed

.

Licensing Models

As of this release, Plant Applications supports one of two models for licensing:

Server Module/Component Model: This model requires a license for each of the four server modules, along with separate concurrent user licenses for reports, Web parts, the SDK, and module-specific displays.

Functional License Model: This model uses interchangeable Server Functional

Licenses (SFLs) for individual functions and a Client Access License (CAL) that allows one user access to all of the displays, the SDK, Excel Add-in reports, and

Web reports and Web parts. Introduced with Plant Applications 5.0, this model provides a more cost-effective entry point and is more scalable and flexible than the

Server Module/Component model.

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Server Module/Component Model

The Server Module/Component Model requires licenses for the following:

Server modules: Server modules include the Efficiency, Quality, Production, and

Batch Analysis modules. These modules enable the Plant Applications server to use functions that collect, process, and store events and information specific to a particular module.

Client components: Client components include module-specific displays, which are made available to you when you purchase a client license for a server module.

This also allows you to embed the related ActiveX component in iFIX through

Dynamos and many other ActiveX containers. The access is permitted by the software on a concurrent basis. In other words, each module license enables one user to open any number of module-specific displays on one computer.

Reports and Web parts: Reports, including the Plant Applications Add-in for

Excel, and Web parts are licensed separately and by concurrent user, like the Client components.

SDK: The SDK is licensed separately and by concurrent user and enables you to create custom displays and interfaces.

Functional License Model

The Functional License Model includes the following:

CAL (Client Access License): Each CAL allows one user to use the Plant

Applications SDK, any Plant Applications display, ActiveX, or Dynamo, any Plant

Applications report

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Web part

,

and the Plant Applications Add-in for Excel.

SFL (Server Functional License): Each SFL allows one production unit in the plant model to use any one of the following 11 functions: o

Downtime o

Waste o

Time interval data logging o

Lot/serial numbering and data logging o

Specification limits and conformance (a few variables free for OEE)

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SPC/SQC alarms (as many as needed on one production unit) o

Genealogy (how many “children units” are consuming from other units) o

Process order (If process order is tracked on that unit, then it counts) o

Bill of Material (BOM) o eSignature o

User-defined event (Each subtype configured)

Non-Proficy Historian Connector (PI, IP21, OPC, DIY-SQL, and so on): One of these for each non-Proficy historian connected to each Plant Applications server.

A server functional license is for any of the listed functions and is counted on a perproduction unit basis. For example, tracking downtime on a production unit would count as one server functional unit or applying e-signature to a variable would count as one server functional unit.

This licensing model provides you with the flexibility to determine how you use your sever functional license. You are not limited to a module-specific event type. If you have 10 server functional licenses, some examples of what you can do are:

• Track downtime on 10 production units

• Track downtime and waste (two functions) on five production units

• Track downtime on three production units, waste on five production units, and production events on two production units.

The following table provides more detail about each server function and how it is counted.

Function Table To Query and Count Rule

Product ID / Product Change Product changes are not counted

Downtime Timed_Event_Details

Unique Master PU_ids

Waste

Production Event

Waste_Event_details

Unique PU_Ids

Events

Unique PU_Ids

Server Module

Model

Product

Efficiency

Efficiency

Quality

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Function Table To Query and Count Rule

Time Interval data logging

User Defined Event (Each subtype configured)

Spec Management and

Conformance

SPC/SQC Alarms (as many as needed per production unit)

BOMs

Genealogy

Process Order eSignature

Tests

Unique Master PU_Id (from VarId)

User_Defined_Events

Unique PU_Ids+ Event_subtype

Var_Specs

Unique Master PU_Ids with effective specs

(NULL or future end time)

Alarms

Unique source_PU_id

Production_Plan

Unique PP_ids with a non-NULL

BOM_formulation_Id

Event_Components

Unique PU_Ids on the child events

Production_plan_starts

Unique pu_ids on the production counting units

Products, Variables, Event_Configuration

Unique Master PU_Ids on these tables

(unique PU_Id across all 3 tables)

Server Module

Model

Efficiency or Quality

Efficiency

Product

Quality

Product

Production

Management

Production

Management

Esig

Using Existing Licensing

If you are upgrading your Plant Applications installation, you can use either of these license models. When you decide to upgrade to the Functional License Model, you will not lose any of your current functionality; we will honor everything you are currently licensed for.

However, you must install the hardware keys packaged with your Plant Applications installation CD. If you already have a hardware key, you must replace it with the new hardware keys packaged with your CD.

Contact GE Intelligent Platforms (see page 4) or your local sales representative to assist you

with the update.

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Proficy Common Licensing

The Proficy family of products provides you with hardware keys that are programmed with licenses for your selected products and options.

To authorize your GE Intelligent Platforms product

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Purchase your products and options. o

Visit our Web site, http://www.ge-ip.com/ , to obtain information about the latest GE Intelligent Platforms, Inc. product offering. o

When you receive your CD, you will receive as many hardware keys as you need. File your hardware key packing slip in a safe location. The codes on this slip are necessary for GE to quickly duplicate the key in case it is damaged or misplaced. o

If you have any questions about Proficy licensing, contact GE Intelligent

Platforms (see page 4).

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Plug one of the keys into each machine that requires one or more licenses.

Install your products.

Ordering New Licenses

When you order a hardware key for Proficy products and options, specify the following:

• Part number for each product and feature

• Quantity of each product and feature

• If the hardware key should be parallel or USB port

NOTES:

There can be only one hardware key per computer.

You can attach a parallel port printer cable to a parallel port hardware key.

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Default Hardware Key Configuration

The default hardware key configuration is that each hardware key will contain the set of licenses for every product and option purchased. You will receive a hardware key for each set of licenses.

Example

You order 4 iFIX licenses and 3 Historian licenses. You will receive the following:

Number of Keys

3

1

Key Contains Licensing for

iFIX and Historian

iFIX

Custom Hardware Key Configuration

Each key will contain the products/options according to your specifications.

Example

You order 4 iFIX licenses and 3 Historian licenses and plan to run each on a different machine. You will receive the following:

Number of Keys Key Contains Licensing for

4

3 iFIX

Historian

IMPORTANT:

You can attach only one key to a computer.

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Installing the Parallel Port Hardware Key

IMPORTANT:

You must install your hardware key BEFORE installing the Proficy Server.

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Power off the computer and all peripheral devices before installing the hardware key; it is sensitive to static electricity.

Remove any connections to your computer’s parallel port.

Secure the hardware key in the parallel port and tighten the screws.

CAUTION:

Do not remove the hardware key from your node (server) while Plant Applications is running. If you do, Plant Applications will shut down and you will need to restart Plant

Applications. You may also damage the hardware key if you remove it while Plant Applications is running.

If you had any equipment connected to your parallel port, reconnect to the back of the hardware key, such as a parallel port printer cable.

Installing the USB Hardware Key

At this time, we do not support USB keys connected through an external USB hub.

IMPORTANT:

You must install your hardware key BEFORE installing the Proficy Server.

IMPORTANT:

If you are upgrading from a pre-4.2 version to 4.2 or newer, you must get a new license key. Plant Applications 4.2 and newer uses a new licensing format and will not work with the old license key format. Please contact us to get a new license key before upgrading. If you are upgrading from 4.2 or newer to

5.0, you must request an upgrade to your existing key. You can request a new key and a key upgrade at http://www.ge-ip.com/support

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Insert your USB hardware key in the appropriate port. A message box appears as the hardware key installs.

After the hardware installation and licensing is complete, you can install Plant

Applications as your license permits.

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Starting the License Viewer

• After installing Plant Applications, from the Windows Start menu, point to

Programs, then Proficy Common, and then choose License Viewer. The

Management Console window appears.

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The left pane displays icons for each of your licensed Proficy products. Click an icon to select it.

Details display in the right pane that correspond to the selected Proficy product.

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The right pane in the Management Console displays the:

• License key details. o

Customer name o

Serial number o

Key expiration o

License creation o

License key version o

License type

• License details for the selected product(s), including: o

License expiration o

Licensed Version o

Other product-specific license details

• Options (product-specific)

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Click any of the buttons on the Management Console toolbar to do the following:

Show All – displays all of the details about the licensed products on the same page.

Save – saves all changes.

Print – prints the licensing information.

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Troubleshooting Hardware Keys

IMPORTANT:

If you are upgrading from a pre-4.2 version to 4.2 or newer, you must get a new license key. Plant Applications 4.2 and newer uses a new licensing format and will not work with the old license key format. Please contact us to get a new license key before upgrading. If you are upgrading from 4.2 or newer to

5.0, you must request an upgrade to your existing key. For information about license keys, please visit our

Web site at http://www.ge-ip.com/support and click the Licensing Key link located on the right side of the page, under the Quick Picks section.

Updating HASP Drivers

The proper driver should be installed during the Plant Applications Server installation.

However, if necessary you can download the latest drivers from:

http://www.aladdin.com/support/hasp/hasp4/enduser.asp

Replacing Defective Hardware Keys

A defective hardware key will prevent you from using Plant Applications. Be sure to check that the hardware key is firmly attached before assuming it is defective. For USB keys, if the indicator light at the end of the key is off, then the key is not communicating correctly.

We replace defective keys as quickly as possible. To obtain a replacement hardware key:

• Contact GE Intelligent Platforms technical support (see page 4). The support

representative will instruct you to FAX a completed copy of a Merchandise Return

Authorization form. On receipt of the form, we can program a new hardware key and send it to you overnight.

• When you receive the hardware key, you must return the old one along with a copy of the form sent with the new hardware key. We reserve the right to invoice you for defective hardware keys that are not returned.

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Recovery for Improper USB Key Installation

If the USB hardware key was incorrectly installed, you will need to uninstall if before proceeding.

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Right-click the My Computer icon on your desktop and choose Manage. The

Computer Management window appears.

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Select Device Manager from the System Tools tree.

Select Universal Serial Bus controllers from the right pane of the Computer

Management dialog box.

Right-click USB Token and choose Uninstall. You are prompted to confirm the operation.

Click OK.

Remove the USB hardware key from your computer and reboot your computer.

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“License Viewer failed to retrieve information.

[Proficy.Licensing.KeyDiag.KeyDiagException:30]”

Attempting to view the Common Licensing information on the Plant Applications Server returns the following error to the screen, no licensing information is returned:

License Viewer Error:

Following exception has occurred:

License Viewer failed to retrieve license information.

[Proficy.Licensing.KeyDiag.KeyDiagException:30]

[Proficy.Licensing.KeyDiag.KeyDiagException:8]

The error indicates you are attempting to use a Plant Applications 5.0 key on a Plant

Applications 4.3 system. Please be advised that the 4.3 License Viewer will not recognize the

5.0 key. Plant Applications will function normally, but in order to view a 4.3 license key on a

5.0 system, you must upgrade the License Viewer to 5.0. To do this, from the Plant

Applications 5.0 CD, run D:\Install\ProficyClientInstaller.exe (where D is your CD-ROM drive) or download the latest Common License viewer through the following URL: http://support.ge-ip.com

“HASP not found (-10)” or “Must install appropriate driver”

Whether updating License Key components or installing new keys, the user must be directly on the Proficy Server. If attempting to update license keys via Terminal Services or Remote

Desktop the key will not be installed, this is a security feature with the Alladin Software

Drivers leveraged in the Licensing schema.

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“Not a valid Win32 application”

Use Regedit and verify the contents of the registry for the CCFLICO Service. The error returned indicates the Proficy Common Licensing

(HKEY_LOCAL_MACHINE\System\CurrentControlSet\Services\CCFLICO) Image

Key was configured to use the Long Path vs. the Short Path on startup. Using a DOS

Command prompt, perform a dir /X to determine the Short Path to the exe.

Modify the Image Path as follows:

Original Path: C:\Program Files\Proficy\Proficy Common\Proficy Common

Licensing\CCFLIC0.exe

Updated Path: C:\Progra~1\Proficy\Profic~1\Profic~1\CCFLIC0.exe

After updating the Image path, restart the Proficy Licensing, Proficy Server License

Manager, and then the Plant Applications Manager Service. The rest of the Plant

Applications services should then be started successfully.

Upgrading to Plant Applications 5.0

If you are currently using an earlier version of Plant Applications, we strongly recommend you contact our Support team for assistance in upgrading to Plant Applications 5.0. For

contact information, see page 4.

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Determining Installation Environment

Plant Applications is very flexible. It can be run on one computer or distributed across a complex network.

Before you begin installing Plant Applications, it’s important to determine what your architecture is so you can know where to install Plant Applications. While there are a wide range of possible configurations, there are three basic environments:

• A test environment (see page 22)

• A typical production environment (see page 23)

• A high-volume production environment (see page 25)

NOTE:

For information on using Plant Applications in a clustered environment, please see page 55.

Installation Overview

Your Plant Applications CD contains all the files you need to successfully install the following:

• Proficy Server

• Plant Applications Web Server

• Plant Applications Clients (Administrator and Client)

When you insert the Plant Applications CD into your CD-ROM drive, the Proficy Plant

Applications installation should automatically start and the product installation screen should appear.

Before you begin installing your Plant Applications software, we highly recommend that you start by clicking

Important Product Information. This will open an online help file where you can read the latest release notes and the most current information about Plant

Applications.

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In addition to accessing the latest information about Plant Applications, you can view a PDF version of this Getting Started Guide and browse the CD.

System Requirements

For complete and version-specific system requirements and other important information, please see the Important Product Information (IPIPA.CHM) file located on your Plant

Applications installation CD.

Coordinated Universal Time (UTC) Considerations

Plant Applications 5.x supports Coordinated Universal Time (UTC) as an option on a new installation of the Proficy Server. When you install a new Proficy Server, you can use the time zone of the server to store your data as you would in versions earlier than 5.0 or you can use the UTC option. The UTC option is required to support a Regional Server where plants span time zones. It is also required to support storage of time across the Daylight

Saving Time (DST) boundary. UTC is similar to using GMT +0:00 as your time zone, with the exception that UTC does not acknowledge Daylight Saving Time. For example, GMT -

6:00 is minus five hours from UTC, when adjusting for Daylight Saving Time. When you choose the UTC option, all the data is stored on your server in UTC time regardless of the time zone of the server.

Reporting and UTC

Plant Applications displays, such as Autolog, support UTC including displaying data across the DTS boundary. When data comes into a display, the timestamp is converted to the time zone of the client. For example, a test value with a UTC timestamp of 07:00:00 would be displayed with a timestamp of 02:00:00 on a client with a time zone of GMT -6:00 (assuming

Daylight Saving Time). For data that crosses the Fall DST boundary, you will see multiple rows/columns, depending on the display, in the same time range. The rows/columns will be in order of UTC. For example, consider a time based Autolog display with columns every 30 minutes. Assuming your DST boundary is at 2:00 AM, the first 1:30 AM column in Autolog

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UTC-enabled standard reports are scheduled to be supported as part of the first SIM for this version of Plant Applications. The SIM is expected to be out within few months of the initial release of Plant Applications 5.0, and a UTC-enabled Excel Add-in is expected to follow soon after. For the initial release of Plant Applications 5.0, our standard reports, including the Add-in for Excel, do not support UTC.

NOTE:

If you have custom reports, they will need to be rewritten if you wish to use UTC.

Default Time Zone site parameter

Use the Default Time Zone site parameter to specify using UTC or using the time zone of the server. You cannot edit this option after data is entered in the Plant Applications database. Furthermore, this option is not available when upgrading directly from an earlier version of Plant Applications.

Upgrading Plant Applications to use UTC

There is no automated upgrade path to use UTC on an existing Plant Applications installation. Therefore, we are providing the following manual options for you to consider, if you decide to upgrade to using UTC on an existing database. We are unable to go through all the scenarios or provide the technical details of how to implement them; these are just options to consider. With both options you must first make a copy of your production database.

IMPORTANT:

Before proceeding, it is important to understand that these options require

advanced knowledge

of both SQL Server and Plant Applications.

IMPORTANT:

Either option must be fully tested before implementing in a production environment.

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Option 1: Create a gap in your data

You must create a gap in your data between the last timestamp recorded at local server time and the first timestamp recorded when you switch to UTC.

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Create a copy of your production database. After you have tested this option, you can use the copy of your production database as a backup or for reporting, while you wait for the new UTC database to be populated.

Do one of the following: o

If your server time is –GMT, you can simply switch to UTC because the gap is created automatically when you switch to UTC time.

Example

If you are at GMT -5:00 and your last data was recorded at 14:22, when you switch to

UTC (GMT) the data is stored at 19:22, creating a gap in your data of five hours.

o

If you are +GMT, wait until the UTC time is newer than your last time stamp in the database. This is to prevent data from being overwritten.

Example

If you are at GMT +3:00 and your last data was recorded at 11:00:00, you can shut down the server, wait for four hours and switch to UTC. Your data will be stored at 12:00:00, providing a one hour gap.

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Perform the Move Server procedure. See Knowledgebase article KB5427 on our

Web site: http://support.geip.com/support/index?page=kbchannel&id=S:KB5427&actp=search

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Option 2: Eliminate the runtime data from the copy of your database

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Create a copy of your production database. After you have tested this option, you can use the copy of your production database as a backup or for reporting, while you wait for the new UTC database to be populated.

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Perform the Move Server procedure, along with the optional truncate runtime data procedure. See Knowledgebase article KB5427 on our Web site: http://support.geip.com/support/index?page=kbchannel&id=S:KB5427&actp=search

NOTE:

The Move Server document will be updated to include the truncate runtime data procedure by Q4 2010.

Test Environment

The simplest installation of the Plant Applications suite requires a single computer. Because all of the software is on the same computer, this architecture does not scale well. Therefore, it is intended for very low frequency/low transaction environments. The following illustration depicts a typical trial or test environment where all of the Plant Applications software is installed on a single computer running Microsoft Windows.

IMPORTANT:

Please see Knowledge Base article KB9920 on our support site ( http://www.geip.com/support ) for a current listing of the supported service packs and SIMs.

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Quick Start Checklist for a Test Environment

 Ensure you have a supported version of Windows Server.

 Install and configure IIS 6.0 or earlier.

 Install FTP.

 Run Windows Update and install the latest service packs.

 Install ASP.NET.

 Install Microsoft .NET Framework 2.0.

Install Microsoft .NET Framework 3.x (if using the Downtime+ and Waste+ displays).

Install newest version of MDAC.

Install a supported version of SQL Server, including latest service packs.

 Install Microsoft Office 2003 or newer and all service packs.

 Install Adobe Acrobat Reader.

Configure Internet Explorer (see page 41).

 Install Proficy Historian 3.x, or other historian, and all service packs.

Install your hardware key to authorize the software (see page 12).

Install the Proficy Server software (see page 28).

 Install Proficy Real-time Information Portal 3.0 or newer and all service packs.

Install the Plant Applications Web server software (see page 38).

Install the Plant Applications client applications (see page 50).

 Log in to Plant Applications Administrator with the username, comxclient, and password,

comx.

Standard Production Environment

This configuration is the most common architecture for production sites and requires one computer for the Proficy Server software, one computer for the Plant Applications Web

Server software, one computer for your historian, and n number of computers for the clients.

IMPORTANT:

Please see Knowledge Base article KB9920 on our support site

( http://www.ge-ip.com/support ) for a current listing of the supported service packs and SIMs.

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Quick Start Checklist for Standard Production

Proficy Server computer

Ensure you have a supported version of Windows Server.

 Install a supported version SQL Server.

 Install newest version of MDAC.

Configure Internet Explorer (see page 41).

Install your hardware key to authorize software (see page 12).

Install the Proficy Server software (see page 28).

Install the Plant Applications client applications (see page 50).

 Log in to Plant Applications Administrator with the username,

comxclient, and password,

comx.

Plant Applications Web Server computer

Ensure you have a supported version of Windows Server.

Install and configure IIS 6.0 or earlier.

 Install FTP.

 Install ASP.NET.

 Install Microsoft .NET Framework 2.0.

 Install newest version of MDAC.

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Configure Internet Explorer (see page 41).

 Install and configure Proficy Real-Time Information Portal 3.0 or newer (or other portal, such as Microsoft Windows SharePoint Services) and all service packs.

 Create Services user accounts.

Install Plant Applications Web Server software (see page 38).

Historian server

 Install Proficy Historian 3.x, or other historian (See the Proficy Historian 3.x documentation for more information about system requirements and software configuration).

Plant Applications Administrator computer

 Ensure you have a supported version of Windows Server.

 Install SQL Server Administrator Tools.

Configure Internet Explorer (see page 41).

Install Plant Applications Administrator (see page 50).

Plant Applications Client computer(s)

 Ensure you have a supported client operating system.

 Install Microsoft .NET Framework 3.0 (if using the Downtime+ and Waste+ displays).

Configure Internet Explorer (see page 41).

Install Plant Applications Client (see page 50).

High-volume Production Environment

This architecture is intended for high transaction and/or reporting volume environments. In this architecture, dividing the server-side computing between multiple computers increases performance throughput.

IMPORTANT:

Please see Knowledge Base article KB9920 on our support site

( http://www.ge-ip.com/support ) for a current listing of the supported service packs and SIMs.

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Quick Start Checklist for High-volume Production

Proficy Server computer

 Ensure you have a supported version of Windows Server.

 Install newest version of MDAC.

Configure Internet Explorer (see page 41).

Install your hardware key to authorize software (see page 12).

Install the Proficy Server software (see page 28).

Install the Plant Applications client applications (see page 50).

Log in to Plant Applications Administrator with username, comxclient, and password,

comx.

SQL Server computer

 Ensure you have a supported version of Windows Server.

 Install a supported version of SQL Server.

Proficy Historian 3.x (or other historian) computer

Ensure you have a supported version of Windows Server.

Configure Proficy Historian 3.x, or other historian (see the Proficy Historian 3.x documentation for more information).

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Plant Applications Web Server computer

 Ensure you have a supported version of Windows Server.

 Install and configure IIS 6.0 or earlier.

Install and configure FTP.

Install ASP.NET.

Install Microsoft .NET Framework 2.0.

 Install newest version of MDAC.

Configure Internet Explorer (see page 41).

 Install and configure Proficy Real-Time Information Portal 3.0 or newer (or other portal, such as Microsoft Windows SharePoint Portal Services).

Create service user accounts.

Install the Plant Applications Web Server software (see page 38).

Plant Applications Web Engines computer

 Ensure you have a supported version of Windows Server.

 Install Microsoft Access 2003 and Excel 2003 or newer, if needed.

 Install Adobe Acrobat version 5.0 or newer.

Install the Plant Applications Web Server Engines (see page 38).

Plant Applications Administrator computer

 Ensure you have a supported version of Windows Server.

 Install SQL Server Administrator Tools.

Configure Internet Explorer (see page 41).

Install the Plant Applications Administrator and Client (see page 50).

Plant Applications Client application computer(s)

 Ensure you have a supported client operating system.

 Install Microsoft .NET Framework 3.x (if using the Downtime+ and Waste+ displays)

Configure Internet Explorer (see page 41).

Install Plant Applications Client (see page 50).

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Preparing for Proficy Server Installation

The Proficy Server installation process requires the following:

• The SQL Server ‘sa’ password and the path to the SQL Server Data Directory.

• The destination folder for the Proficy Server software and supporting files: o

C:\Program Files\Proficy\Plant Applications or C:\Proficy, for an upgrade. o

C:\Program Files\Proficy\Proficy Server, for a new install.

• The Historian server name, username, and password.

• The additional languages to be installed at the site; English is the default.

• SQL Server must be running.

• Prepare the client installation shared directory.

• Hardware key connected to the server.

• For SQL Server, the SQL Server Browser service must be running.

• For SQL Server, the TCP/IP protocol must be enabled.

NOTE:

If you are installing Proficy Server on a computer and SQL Server on a different computer, you must manually enable the TCP/IP protocol. It cannot be enabled remotely.

Additionally, for Proficy to work properly, the following ports must be open.

• Port 80: Used by Web server for serving Web reports.

• Port 1433: used by SQL Server for communication to SQL.

NOTE:

These ports are modified using external interfaces.

• Port 12293: used by Proficy Server Manager for the Service Control feature of the

Administrator.

• Port 12294: used by Proficy Server Gateway for clients (including SDK) to send/receive Plant Application messages.

• Port 12295: used by Client Manager (pre-4.0).

• Port 12299: used by Proficy Server Remote Data Service for Proficy services to

Read/Write remotely to historian.

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• Port 12401: used by Proficy License Manager for licensing requests from Proficy services to Clients.

NOTE:

These ports are modified using the CXS_Service table in the Plant Applications database.

• Port 10000/12280: used by Proficy message router for all Plant Applications messages between services and any client talking to the Router, such as the

Enterprise Connector.

NOTE:

These ports are modified using the INI files (e.g. cmRTR.ini, cmConfigMgr.ini,

PlantAppsMessging.ini, Message.ini) in the Plant Applications program installation directories.

Plant Applications Remote Data Service

The Remote Data Service (RDS) allows Plant Application Client components, including the

Administrator, to access historians without installing the API components on the local server. By consolidating the historian connections, the RDS provides a single point of configuration and software installation, making it easier to deploy the Plant Applications software.

If you do use the RDS, you must:

• Install the Plant Applications Remote Data Service on the remote Historian Server

• Edit the Historian in the Plant Applications Administrator and select the Remote

Data Source option to facilitate communications.

If you do not use the RDS, you must install the Historian API Client Tools on the Plant

Applications Server and the individual Client Workstations.

The RDS Service can be installed using the Plant Applications Client installation.

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To install Proficy Historian Client API Tools

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On the computer where you are going to install the Proficy Server, install the

Proficy Historian.

On the Welcome page, click Next.

On the Select Components page, select the following components and click Next. o

Historian Excel Add-in o

Historian Administrator o

Proficy Historian Client Tools o

Historian Documentation & Help o

OLE DB

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Click Finish to restart the computer.

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Installing the Proficy Server

The Proficy Server must be installed first, before installing either the Plant Applications Web

Server or Client. The Proficy Server install creates multiple folders in the directory you select during the installation. By default, Proficy Server is installed to: C:\Program

Files\Proficy\Proficy Server.

The Proficy Server installer guides you through the process of installing the Proficy

Common Licensing software, the Proficy Server software, and the Proficy database. For the most part, you can simply accept the defaults that are presented to you during the installation. However, on a couple of occasions, you’ll be asked a few questions and need to choose a couple of options. When that happens, the instructions in the following section will help you make informed decisions.

The Proficy Server services are automatically installed on the computer from which the

Proficy Server installation is run. If you want the Proficy Server services installed on one computer and the Proficy database installed on another, you must run the Proficy Server installation on the computer where you want the Proficy Server services installed. During the installation, you will be able to identify the SQL Server where you want to install the Proficy database.

IMPORTANT:

You must install your hardware key BEFORE installing the Proficy Server.

IMPORTANT:

The SQL Server Browser service

must be running.

IMPORTANT:

SharePoint Portal Services 3.0 installs on port 80, which conflicts with the Plant

Applications Web Server, which also uses port 80. You must change SharePoint to use a different port, such

as port 81 or another port that is not used. For instructions on changing the port, see page 74.

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To install the Proficy Server

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On the server where you want to install the Proficy Server services, insert the

Proficy Plant Applications CD into your CD-ROM drive. The Proficy Plant

Applications product installation screen appears.

Click Proficy Server. The installation program automatically starts. If the installation does not automatically start, browse the CD in your CD-ROM drive and double-click ProficyServer.exe.

Click Yes to proceed with the installation.

On the Welcome panel, click Next.

Read the Action Item and click OK.

Carefully read the Software License Agreement; click

I accept the terms of the

license agreement and click Next to continue. The Proficy Common Licensing application is installed.

The following message is displayed: “Proficy has upgraded the licensing. Please restart the computer after installation completes.” Click OK.

When asked if it’s okay to disable your firewall, click Yes. Your Windows firewall will not be disabled or shut down. Clicking Yes simply grants Proficy Server access through your Windows firewall. If you click No, the installation will continue, but none of your client applications will be able to communicate with the Proficy

Server.

NOTE:

If you are using a 3rd party firewall, you will need to configure it to allow Proficy Server access through your firewall.

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On the Custom Setup panel, choose whether you want to install multi-lingual support. By default, multi-lingual support is not installed (indicated by the red X).

To install it, click the down arrow next to Multi-Lingual and select

This feature,

and all subfeatures, will be installed on the local hard drive. Then click Next.

Multi-lingual support allows you to create two descriptions in the Plant Applications

Administrator, one local and one global. The local description is the text that is used when you create the various objects (such as variables) in the Plant Applications

Administrator. You can also then create a global description in a different language so that when a user logs in with a language different than the site language, that user will get the global descriptions.

NOTE:

If the LanguageNumber site parameter is different than the users LanguageNumber parameter and no global description is configured, the local description is automatically displayed. If the LanguageNumber site parameter is the same as the users LanguageNumber parameter then the local description will be displayed. The setting of the user’s LanguageNumber parameter will always take precedence over the site’s default language.

For more information, please see “LanguageNumber Parameter” in the online help.

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In the Please type a Domain Name panel, type the Proficy Server name and click

Next. The domain name is case sensitive. By default, the server name you are installing on is entered for you.

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In the next panel, type the name of your Plant Applications databaseand click Next.

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In the Database Server panel, do the following and then click Next:

a

Type or select the name of the server where you want to install the Plant

Applications database. Click Browse to browse for available servers.

NOTES

:

If you are installing on an instance of SQL, the server name must be in the format:

ServerName\InstanceName.

The Proficy Server services are automatically installed on the computer where the installation is performed. The Proficy database is created on the server you specify as the database server.

b

Select whether to use Windows authentication or Server authentication.

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If you are installing the Proficy Server services and the Proficy Server database on the same computer, you are asked if you want to continue. Click Yes to continue.

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Select the language(s) that you want to use to view prompts, messages, and other dialog text within the Plant Applications Client application, and then click Next.

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On the Destination Folder panel, click Next to accept the default location

(recommended) or click Change to select a different location.

NOTE:

It is suggested that you use the default location or choose a destination location on a drive other than where the SQL databases will reside.

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On the Ready to Install the Program panel, click Install to install the Proficy Server.

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The necessary scripts and files are copied to your computer.

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Click Finish.

NOTE:

To complete the installation, someone with Administrator rights must log in to the computer after restarting.

After installing the necessary Plant Applications software, you must download and install any

SIMs, which are small executable programs that will address any newly found issues. SIMs can be found at: http://www.ge-ip.com/support

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Verifying Installation Log Files

After the Plant Applications Server restarts, verify the installation log files.

Open Windows Explorer and browse to

<Drive>:\Program Files\Proficy\Proficy

Database\SetupLogs. The directory contains a Verifies.log and StoredProcedures.log.

Both logs files should be clean.

Go to <Drive> :\Program Files\Proficy\Proficy Server\SetupLogs. The directory contains an additional StoredProcedures.log. Verify the log file contains no errors.

Go to <Drive>:\Program Files\Proficy\Proficy Server\LogFiles. Read through the

Plant Applications Service log files and verify the CalculationMgr-xx.log and Gateway-xx.log contain the following notification:

“Notification: Connected to Router”

NOTE:

“Notification: Connected to Router” indicates TCP/IP communications are functioning successfully on the Plant Applications Server.

Go to <Drive>:\Program Files\Proficy\Proficy Server\LogFiles directory. Verify the

Router-xx.log file was initialized successfully and does not contain any errors.

After you have installed Proficy Server, you can install Plant Applications Web Server.

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Preparing for Plant Applications Web Server

Installation

Before you install the Plant Applications Web Server software, you must first install the

Proficy Server. You must also determine the account the Plant Applications services will be using to start up. The account must have Log on as a service rights. The Plant Applications services will not start up under the Local System account.

Install Necessary Windows Components

By default, Windows 2003 Server and 2008 Server do not install all required components.

Therefore, you must manually install additional components.

To install Windows 2003 Components

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2

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4

5

Insert the Windows 2003 Server Installation CD into the Web Server’s CD drive.

Click Start, select Control Panel and click Add or Remove Programs.

Click Add/Remove Windows Components. The Windows Components Wizard appears.

Select Application Server and then click Details. The Application Server dialog box appears.

Ensure the following components are installed (checked): o

Application Server Console o

ASP.NET o

Enable Network COM+ access o

Internet Information Services (IIS).

6

Select Internet Information Services (IIS) and click Details. The Internet

Information Services (IIS) dialog box appears. A shaded checkbox indicates that only part of the IIS components has been installed.

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Ensure File Transfer Protocol (FTP) Service is selected (checked).

Scroll down and select World Wide Web Service, then click Details.

Enable the following components: o

Active Server Pages o

Server Side Includes o

WebDAV Publishing o

World Wide Web Service

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Click OK until you return to the Windows Components Wizard.

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Click Next to continue with the installation of the additional Windows components.

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Click Finish.

To install Windows 2008 Components

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2

3

4

Open Server Manager.

Click Roles. The Roles Summary section appears.

Click Add Roles. The Add Roles Wizard appears.

Select Application Server. The Add features required for Application Server page appears.

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Click Add Required Features. You are returned to the Select Server Roles page.

Select Web Server (IIS) and click Next. The Application Server page appears.

Click Next. The Select Role Services page appears.

Select Web Server (IIS) Support. The Add role services and features required for

Web Server (IIS) Support page appears. Click Add Required Role Services. You are returned to the Select Role Services page.

9

Select COM+ Network Access and click Next. The Web Server (IIS) page appears.

10

Click Next. The Select Role Services page appears.

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Ensure the following are selected: o

ASP.NET. You will be prompted to install additional services. Click

Add

Required Role Services. o

ASP o

Server Side Includes o

Basic Authentication o

Windows Authentication o

IIS Client Certificate Mapping Authentication o

IIS 6 Management Compatibility o

FTP Publishing Service o

WebDAV Publishing

NOTE:

WebDAV Publishing is included with IIS 7.5. However, if you have IIS 7.0, you must download WebDAV from Microsoft’s Web site: http://www.microsoft.com/downloads/details.aspx?FamilyID=13e97aaa-fb1b-4cf8-b95f-

19ae02321385&displaylang=en

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Click Next. The Confirm Installation Selections page appears.

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Click Install. The Installation Progress page appears.

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After all roles and services have been installed, click Close.

Back up the IIS Metabase Configuration

IIS 6.0

Metabase backup files are copies of the metabase configuration file. You can create a portable backup or a non-portable backup.

For more information, visit the Microsoft Web site at: http://www.microsoft.com/technet/prodtechnol/WindowsServer2003/Library/IIS/131 b609d-ff3a-488f-a8dd-13044fa623a1.mspx?mfr=true

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IIS 7.0

For more information, visit the Microsoft Web site at: http://support.microsoft.com/kb/954872

Configuring Internet Explorer for Web Reports

In order to use our Web reports, ensure that certain Internet Explorer settings are enabled.

To configure Internet Explorer

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Open Internet Explorer and select Internet Options from the Tools menu.

Click the Security tab and select Local Intranet.

Click Custom Level. The Security Settings dialog box appears.

Scroll down to User Authentication and select Automatic logon with current

username and password. Click OK.

On the Security tab, select Trusted sites and click Custom Level. The Security

Settings dialog box appears.

Scroll down to User Authentication and select Automatic logon with current

username and password. Click OK.

On the Security tab, select Trusted sites and click Sites. The Trusted sites dialog box appears.

Do the following:

a b c

Enter your Proficy server name in the Add this Web site to the zone box and click Add.

NOTE: Your server name will be similar to: http://myservername

In the Add this Web site to the zone box, type,

http://localhost

, and then click Add.

Click Close.

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On the Privacy tab, click Advanced. The Advanced Privacy Settings dialog box appears.

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Select Override automatic cookie handling and click OK.

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On the Advanced tab, scroll down to Security and ensure Enable Integrated

Windows Authentication (requires restart) is selected (checked). Click OK.

Installing the Plant Applications Web Server

Unless you are using Plant Applications in a non-production, test environment, we strongly recommend that you install the Plant Applications Web Server and the Proficy Server on separate computers.

NOTE:

You must restart the computer after installing the Plant Applications Web Server software.

IMPORTANT:

If you are using a portal, you must install it before installing the Web Server.

To install the Plant Applications Web Server

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2

3

4

5

On the server where you want to install the Web Server, insert the Proficy Plant

Applications CD into your CD-ROM drive. The Proficy Plant Applications product installation screen appears.

Click Web Server. The installation program automatically starts. If the installation does not automatically start, browse the CD in your CD-ROM drive and double click PlantApplicationsWebServer.exe.

Click Yes to proceed with the installation.

Read the information on the first few panels and click Next to continue, when required.

In the Select Components panel, select the components you want to install on this server, and then click Next.

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IMPORTANT:

If you are installing Plant Applications in a production environment, we strongly recommend that you install the Plant Applications Web Server on one computer and the

Proficy Server on another computer.

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The Plant Applications Web Server installation program checks a specific registry key for an existing SQL Server name. If it does not find the SQL Server name, you are required to type the name of the SQL Server.

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8

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If you do not have Adobe® Distiller™ installed, you are informed that it must be installed before the PDF Generator will function. Click OK.

If you are installing the Plant Applications Web Reporting engines on the same computer as the Proficy Server, you are asked if you want to continue. Click Yes to continue or No to cancel the installation.

Read the information on the Important Installation Information panel and click Next.

10

In the Enter Windows Account for Engines panel, type the user name and password of a local Windows user account, and click Next.

NOTE:

Although the Plant Applications services run under the Local System account, we recommend that you use a local Windows user account.

11

In the Web Server / Web Engines Directory panel, do one of the following:

• To accept the default location of the Web server files and engines, click Next.

• To choose a different location, click Browse.

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In the Start Copying Files panel, click Next to begin copying files.

NOTE:

If it is not already installed, the Microsoft SOAP Toolkit is installed.

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If no portal is found, you are notified that the Web Parts will be available only through the Plant Applications Web Server or Proficy Real-time Information Portal

(RTIP). Click OK.

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After the installation is complete, you must restart your computer. In the

InstallShield Wizard Complete panel, ensure the Yes, I want to restart my

computer now option is selected and click Finish to restart your computer.

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After restarting the computer, log into the Report Server box under the Windows

User Account the Report Server was configured to log in as during the Web server installation.

16

Verify the Web server installation log files contain no errors. By default, the log files are located at: C :\Program Files\Proficy\Plant Applications Web

Server\SetupLogs. Verify that the DashboardImport.log and ExecuteScripts.log contain no errors.

Post-installation Web server Configuration

After installing the Plant Applications Web server software, you must:

• Verify the Plant Applications Report Engine services are logging in under the domain user.

• Verify the Proficy Server Remote Data Service is logging in under the domain user if it is on the Proficy server. If the Proficy Server Remote Data Service is another server, such as the Plant Applications Web server, a Windows user account or a local administrator account with Log on as a Service rights should be used instead of Local System.

• Verify the domain user has Log on as a Service rights.

• Start Excel under the same logon account that the Plant Applications Report Engine services are using.

• Ensure Anonymous access is enabled for the three virtual FTP directories and that the anonymous users (IUSR_*) have full control. (By default, the Plant Applications

Web server installation enables this.) The three virtual directories are: o

Templates o

Reports o

Reportserver

• Verify that you are able to use FTP and log in with “anonymous.”

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• All users, including IUSR_<computer name> (Internet Guest Account) and IIS_WPG

(Launch IIS Process Account), must be granted full control of the

…\inetpub\wwwroot folder.

• IUSR_<computer name> (Internet Guest Account) and IWAM_<computer name>

(Launch IIS Process Account) must be added to the Administrators group in Local

Users and Groups.

To configure Excel 2003

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2

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4

5

6

7

To start Excel from the command line, click Start and click Run. The Run dialog box appears.

Type excel.exe in the Open box and click OK.

From the Tools menu click Addins. The Add-Ins dialog box appears.

Select the check box next to Plant Applications Excel Add-In and click OK.

Acknowledge the message indicating the Plant Applications Add-in has been loaded.

From the Plant Applications menu, click Options. The Plant Applications AddIn

Options dialog box appears.

Under Server Access, verify the following are displayed. If not, proceed to step 8; otherwise, proceed to step 13. o

The correct Default Server is displayed. o

The correct User is displayed. o

The Status is Connected.

8

9

Click Edit to configure the user details. The Connect Server dialog box appears.

Right-click the server and select Edit to update the Add-in connection details. The

Server dialog box appears.

10

Click Advanced and ensure Default Server is selected (checked). Click OK.

11

If the Add-In is not connected to the server, right-click the server, select Connect then click Close.

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Click Save to update the registry settings.

13

From the Tools menu, click Options. The Options dialog box appears.

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Click the Security tab and click Macro Security. The Security dialog box appears.

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On the Security Level tab and set security level to Low.

16

Click the Trusted Publishers tab, ensure Trust all installed add-ins and

templates and Trust access to Visual Basic Projects are checked. Click OK.

17

Click the Save tab, clear the Save AutoRecover info every option and select the

Disable AutoRecover options.

18

Click OK and close Excel.

To configure Excel 2007

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8

To start Excel from the command line, click Start and click Run. The Run dialog box appears.

Type excel.exe in the Open box and click OK. Microsoft Excel will open.

Click the Microsoft Office Button, and then click Excel Options.

Click the Add-Ins category.

In the Manage box, click Excel Add-ins, and then click Go. The Add-Ins dialog box appears.

Select the check box next to Plant Applications Excel Add-In and click OK. A message appears indicating the Plant Applications Add-in has been installed.

Acknowledge the message.

On the Add-ins Ribbon, click Plant Applications, and then click Options. The

Plant Applications AddIn Options dialog box appears.

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Under Server Access, verify the following three items are displayed. If not, proceed to step 10; otherwise, proceed to step 15. o

The correct Default Server is displayed. o

The correct User is displayed. o

The Status is Connected.

10

Click Edit to configure the user details. If necessary, log in with the Plant

Applications Administrator user name and password. The Connect Server dialog box appears.

11

Right-click the server and select Edit to update the Add-in connection details. The

Server dialog box appears.

12

Click Advanced and ensure Default Server is selected (checked). Click OK.

13

If the Add-In is not connected to the server, right-click the server, select Connect then click Close.

14

Click Save to update the registry settings.

15

Click the Microsoft Office Button and click Excel Options. The Excel Options page appears.

16

Click Trust Center and click Trust Center Settings. The Trust Center page appears.

17

Click Add-ins and ensure that all options are not selected.

18

Click Macro Settings and select Enable all macros. Click OK.

19

Click Save.

20

Clear the Save AutoRecover information every option and select the Disable

AutoRecover for this workbook only option.

21

Click OK and close Excel.

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To update the DCOM permissions for the Excel and Access Components

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2

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4

Click Start and click Run. The Run dialog box appears.

In the Open box, type dcomcnfg and click OK. The Component Services page appears.

Expand Component Services, Computers, My Computer, and DCOM Config.

Right-click Microsoft Excel Application and select Properties. The Microsoft Excel

Application Properties dialog box appears.

5

On the Security tab, under Launch and Activation Permissions, click Customize and click Edit. The Launch Permission dialog box appears.

6

7

Click Add. The Select Users or Groups dialog box appears.

Under Enter the object names to select, type everyone and click OK.

8

9

Ensure Everyone is highlighted and allow all permissions under Permissions for

Everyone. Click OK.

On the Security tab, under Access Permissions, click Customize and click Edit.

The Access Permission dialog box appears.

10

Click Add. The Select Users or Groups dialog box appears.

11

Under Enter the object names to select, type everyone and click OK.

12

Ensure Everyone is highlighted and allow all permissions under Permissions for

SELF. Click OK.

13

Click OK.

14

Right-click Microsoft Office Access Application and select Properties. The

Microsoft Office Access Application Properties dialog box appears.

15

On the Security tab, under Launch and Activation Permissions, click Customize and click Edit. The Launch Permission dialog box appears.

16

Click Add. The Select Users or Groups dialog box appears.

17

Under Enter the object names to select, type everyone and click OK.

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Ensure Everyone is highlighted and allow all permissions under Permissions for

Everyone. Click OK.

19

On the Security tab, under Access Permissions, click Customize and click Edit.

The Access Permission dialog box appears.

20

Click Add. The Select Users or Groups dialog box appears.

21

Under Enter the object names to select, type everyone and click OK.

22

Ensure Everyone is highlighted and allow all permissions under Permissions for

SELF. Click OK.

23

Click OK.

24

Close the Component Services page.

To verify the virtual directories have been created

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2

3

From the Control Panel, open Administrative Tools and select Internet Services

Manager or Internet Information Services (IIS) Manager.

Expand the IIS tree and open the Web Sites folder.

Expand Default Web Site. The virtual directories are displayed under Default Web

Site. Verify that the following three virtual directories were created in IIS: o

Apps o

Reports o

ReportServer

If you also install the Plant Applications Web Parts, verify that the following virtual directory was also created: o

ProficyDashboard

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Installing the Plant Applications Clients

Because the Plant Applications Administrator is the primary means of maintaining and managing the Plant Applications software, one of the best ways to control security of the system is to limit the number of computers that have the Administrator program installed.

However, to make it easier for technical support to quickly correct any potential problems, we recommend installing the Plant Applications Administrator and Client software on the same computer as the Proficy Server.

The client installation enables you to install the following components:

• Plant Applications Client

• Plant Applications Excel Add-in

• Plant Applications Administrator

• Help files

• Development tools and remote services o

Plant Applications OPC Server o

Plant Applications Software Development Kit (SDK)

To install the Plant Applications Clients

1

2

3

4

On the computer where you want to install the Plant Applications Administrator, insert the Proficy Plant Applications CD into your CD-ROM drive. The Proficy

Plant Applications product installation screen appears.

Click Client. The installation program automatically starts. If the installation does not automatically start, browse the CD in your CD-ROM drive and double click the

PlantApplicationsClientSetup.exe file.

Click Yes to proceed with the installation.

A message box reminds you that the server software must first be installed and that the versions must be the same. Click Yes.

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After the files needed for the installation are extracted, click Next on the Welcome panel.

Read the Action Item and click OK.

In the Custom Setup panel, select the features you want to install. Features that are not automatically installed are indicated by a red X. For security reasons, the Plant

Applications Administrator is not selected. To install the features, click the down arrow next to the feature and select

This feature, and all subfeatures, will be

installed on the local hard drive, then click Next.

8

9

Click Yes if you want to create shortcuts to the Plant Applications Administrator and Client on your desktop.

In the Database Server panel, type the name of the server that contains the Plant

Applications database or click Browse to select a different server. Click Next.

IMPORTANT:

If during the Proficy Server installation, you installed the Proficy Server services on one computer and the Plant Applications database on the SQL Server, you must type the name of the SQL Server.

NOTE:

If an instance of SQL was installed, use the format: SQLServerName\SQLInstance.

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In the Destination Folder panel, do one of the following: o

To accept the default location where the necessary folders and files will be installed, click Next. o

To choose a different location, click Change.

NOTE:

If it is not already installed, the Microsoft SOAP Toolkit will be installed.

11

In the Ready to Install the Program panel, click Install. The selected programs and features will be installed.

NOTE:

To complete the installation, someone with administrator rights must log in to the computer after restarting.

12

Click Finish.

13

Start the Plant Applications Administrator.

14

From the File menu, select Server. The Server dialog box appears.

15

Do the following:

a b

In the ServerName box, type the SQL Server name.

In the User box, type ComxClient.

c

In the Password box, type Comx.

16

Click OK to save the changes and connect to the Proficy Server.

17

Download and install all corresponding SIMs on the Proficy Server for the Proficy

Plant Applications version being installed. SIMs can be downloaded at: http://www.ge-ip.com/support

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Post-Installation Considerations

There are some important things to consider after installing Plant Applications.

The following questions will help you configure some of the more common items in

Plant Applications.

Are there other applications that use Port 12280?

The Proficy Server uses a default port of 12280. Some third-party applications that use the same port, such as Backup Exec, can create communication conflicts causing the Proficy

Server to disconnect from the Router. If necessary, update the default communications port inside Plant Applications .ini files. See page 74 for further information on modifying the default port values.

Will the site be generating events less than 4 minutes between events?

The default value of the MinEventTimeSpan parameter is four minutes. Update the

MinEventTimeSpan parameter setting the value equal to zero. Then, restart all Proficy and

Plant Applications services for the change to take effect. For more information, see

“MinEventTimeSpan Site Parameter” in the online help.

What type of security will be integrated on the Proficy Server?

See Security Management in the Plant Applications help files for further details on configuring security.

Will the event numbers generated be numeric or alphanumeric values?

For the Excel Add-in to translate numeric values, the parameter EventNumIsNumber must be set to True. (The default value is False). See “EventNumIsNumber Site Parameter” in the online help.

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Will the product codes generated be numeric or alphanumeric values?

For the Excel Add-in to translate numeric values, the parameter, ProdCodeIsNumber, must be set to True. (Default value is “False”). See “ProdCodeIsNumber Site Parameter” in the online help.

Will users be allowed to save their client passwords to the local workstation?

The default value is True, which allows users to save their client password. To change this, edit the site parameter, AllowPasswordSave. See “AllowPasswordSave” in the online help.

Will the site use a default language other than US English?

By default, the site language is set to U.S. English. To change the default language, edit the

LanguageNumber site parameter. See “LanguageNumber Parameter” in the online help.

How far back should EventMgr service look for events at start up?

By default, the Event Manager service goes back 3 days (4320 minutes) to look for events.

To change this interval, edit the EventMgr system parameter, StartupSetBack. The suggested configuration is six to 12 hours. Services must be restarted for changes to take effect. See

“SystemUsers” in the online help.

Set the SpecificationSetting site parameter

The SpecificationSetting site parameter is used by the Autolog display to color code test values by comparing them to the specification limits configured on variables. If the value is 1

(the default), if the Test Values limit is greater than the Triggering Specification Limit, it triggers a specification flag updating the Test Values Color. If the value is 0, if the Test

Values limit is greater than or equal to the Triggering Specification Limit, it triggers a specification flag updating the Test Values Color.

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Cluster Installation and Configuration

Plant Applications works with the Microsoft Cluster Administrator to ensure high availability of the Proficy server. If the primary Plant Applications node in the cluster experiences difficulties, Plant Applications is automatically started on another node to take over (a process known as failover). Server high availability is managed through the Microsoft Cluster

Administrator.

IMPORTANT:

You

must

purchase a license in order to use Plant Applications 5.0 in a clustered environment. After you purchase the cluster license, you will receive a hard key which must be installed on each Proficy Server in the cluster.

This guide will provide you with the information you need to deploy Plant Applications in a clustered environment, including:

• Overviews of the three validated and supported cluster configurations.

• Instructions for using the Microsoft Cluster Administrator to create a cluster.

• Instructions on using the Cluster Configurator to add cluster resources.

Assumptions

The information in this document assumes the reader has a thorough knowledge of the following:

• Microsoft Cluster Server

• Microsoft Windows Server 2003

• Configuring SQL Server 2005 in a cluster

Additionally, it is assumed that the instructions and guidelines provided by Microsoft for deploying server clusters using Microsoft Windows Server 2003 have been followed. For information on server clusters, visit the Microsoft TechNet Web site: http://technet2.microsoft.com/windowsserver/en/technologies/genclust.mspx

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Cluster Hardware Requirements

The hardware requirements set by Microsoft for clustered server and for clustered SQL server configurations must be met for systems deploying Plant Applications with cluster support. Consult your Microsoft operating system documentation for more information. For

Cluster Service documentation, visit the Microsoft TechNet Web site: http://technet2.microsoft.com/windowsserver/en/technologies/genclust.mspx

Supported and Validated Cluster Configurations

Before you begin installing Plant Applications, it’s important to determine what your architecture is so you can know where to install Plant Applications. There are three environments that have been validated and supported:

• One cluster, two nodes

• Two clusters, four nodes

• Three clusters, six nodes (SQL Server in its own cluster)

The only supported configuration of cluster groups is:

• Microsoft SQL Cluster Group – virtual node

• Plant Applications Server Cluster Group – virtual node

• Plant Applications Web Server Cluster Group – virtual node o

Includes IIS and FTP servers

• Proficy Historian (Archiver) Cluster Group – virtual node o

Includes both the data and alarm archivers

The following program installations should be on the local drives of the physical nodes:

• Windows Server 2003

• IIS and FTP

• SQL Server 2005

• Proficy Historian (data and alarm servers) installs (with identical options)

• Plant Applications Server and Web Server installs (with identical options)

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The following data files are stored on the shared drives, which are accessed by the cluster group:

• SQL Server files

• Proficy Historian data files

• Plant Applications message buffer and log files

• Plant Applications Web site

Proficy Historian and Microsoft SQL Server must be installed and configured in the cluster according to instructions provided with those products.

One Cluster, Two Nodes

The following graphic shows an example of Plant Applications and other software installed on one cluster with two nodes.

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Two Clusters, Four Nodes

The following graphic shows an example of Plant Applications and other software installed on two clusters with four nodes.

Three Clusters, Six Nodes

The following graphic shows an example of Plant Applications and other software installed on three clusters with six nodes.

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Creating a New Server Cluster

The Microsoft Cluster Administrator is included with Windows Server 2003 and is used to create the cluster and to add the nodes to the cluster. Visit the Microsoft TechNet Web site for documentation: http://technet2.microsoft.com/windowsserver/en/library/dba487bf-

61b9-45af-b927-e2333ec810b61033.mspx?mfr=true

NOTE:

Running Plant Applications in a cluster on Windows 2008 is not currently supported.

Creating Cluster Groups

In the Microsoft Cluster Administrator, create the necessary groups on each of the nodes.

Typically, a group is created for each of the following:

• SQL Server

• Proficy Server

• Plant Applications Web Server

• Proficy Historian

Each group requires a Physical Disk resource. The Proficy Server and Plant Applications

Web server groups require an IP Address and Network Name resource.

To create a cluster group

Please visit Microsoft’s Web site for complete and up-to-date instructions for creating a cluster group: http://msdn.microsoft.com/en-us/library/dd897474(BTS.10).aspx

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Installing and Configuring IIS and FTP

IIS is not installed by default with Windows 2003 Server. Therefore, it must be manually installed. Furthermore, in Windows 2003 Server, the following two scripts are available to configure clustering for IIS. Both these files are located in the Windows\System32\Inetsrv folder.

• For WWW services, Clusweb.vbs

• For FTP services, Clusftp.vbs

These steps are required only on the nodes that will be running the Plant Applications Web server.

To install and configure IIS and FTP

Please visit Microsoft’s Web site for complete and up-to-date instructions on installing and configuring IIS and FTP: http://support.microsoft.com/kb/887417

SQL Server 2005

Before you create a Microsoft SQL Server failover cluster, you must configure Microsoft

Cluster Service (MSCS) and use Cluster Administrator in Windows 2003 Server, Enterprise

Server to create at least one cluster disk resource on a shared drive.

You must install SQL Server on the active node of the cluster. If you are using SQL Client tools, they must be manually installed on each computer.

IMPORTANT:

Make note of the location of the shared drive in the Cluster Administrator before you run SQL Server Setup; you need this information to create a new failover cluster.

To create a new failover cluster with SQL Server 2005

Please visit the Microsoft MSDN Web site for complete and up-to-date instructions on creating a failover cluster with SQL Server 2005: http://technet.microsoft.com/enus/library/ms179530(SQL.90).aspx

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Before Installing Plant Applications

Before you begin installing any Proficy software, please ensure that you have:

1

Purchased and installed the cluster key.

2

3

4

Installed Windows 2003 Server on each node that will be part of the cluster.

Used the Cluster Administrator (included with Windows 2003 Server) to:

a

Create the cluster.

b c

Add the nodes to the cluster.

Create the cluster groups.

Installed and configured IIS on the Web Server node.

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Installed FTP on the Web Server node.

Installed Adobe Acrobat on the Web Server node.

Installed Microsoft Word and Excel on the Web Server node.

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Installed any Microsoft updates on all nodes.

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Installed SQL Server 2005.

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Installed Proficy Historian (see the Proficy Historian documentation for installation instructions).

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Installed Proficy Enterprise Connector.

12

Installed Proficy Real-time Information Portal 3.0 or newer (see the Proficy Realtime Information Portal documentation for installation instructions).

Installing the Proficy Enterprise Connector

In the supported cluster group configuration, the Enterprise Connector service runs in the

Plant Applications Server cluster group. The BizTalk server runs outside the cluster.

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A single BizTalk Server may talk to several Plant Applications Servers, by configuring separate locations (using the Plant Applications Adapter) for each Plant Applications Server.

To install the Proficy Enterprise Connector

Please see the Proficy Enterprise Connector documentation for instructions on installing and using the Proficy Enterprise Connector.

Installing the Proficy Server

NOTE:

If you are installing Proficy Server and SQL Server 2005 on separate nodes, you must manually enable the TCP/IP protocol. It cannot be enabled remotely.

NOTE:

The Proficy Server services ports can be modified using the CXS_Service table in the Plant

Applications database.

The Proficy Server services are automatically installed on the node from which the Proficy

Server installation is run. If you want the Proficy Server services installed on one node and the Proficy database installed on a different node, you must run the Proficy Server installation on the node where you want the Proficy Server services installed. During the installation, you are asked to identify the SQL Server node where you want to install the

Proficy database.

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IMPORTANT:

You must install your hardware key BEFORE installing the Proficy Server and

in the cluster must have a hardware key.

local drive

(not shared drive) on each node in the

must

be running.

except each node

for Proficy

You must install the Proficy Server on the

cluster that will support the Plant Applications processes. Additionally, you must install it in the same location on all nodes.

If you are using SQL Server 2005, the SQL Server Browser service

If you have installed the Proficy Server on the first node, before you install Proficy Server on other

nodes, you must stop all Proficy Server and Plant Applications services,

Licensing service; it must be running.

If SQL Server is active on the node on which you are installing Plant Applications, you must fail

it over to a different node on the cluster because the Plant Applications installation program stops the cluster services.

To install the Proficy Server

See page 28 for instructions on installing the Proficy Server.

Installing the Plant Applications Web Server

Before you install the Plant Applications Web Server software, you must first install the

Proficy Server. You also need to determine the account the Plant Applications engines will be using to start up. The account must have Log on as a service rights. The Plant

Applications engines will not start up under the Local System account.

To install the Plant Applications Web Server

Please see page 38 for instructions on installing the Plant Applications Web Server.

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Installing the Plant Applications Clients

IMPORTANT:

If you installed the Plant Applications Clients on the first node, before you install Plant

Applications Clients on other nodes, you must stop all Proficy Server and Plant Applications services,

except

for Proficy Licensing service; it must be running.

If SQL Server is active on the node on which you are installing Plant Applications, you must fail

it over to another node on the cluster because the Plant Applications installation program stops the cluster services.

To install the Plant Applications Clients

Please see page 50 for instructions on installing the Plant Applications clients.

Adding the Plant Applications Resources

Before adding the Plant Applications resources to the appropriate cluster groups, you must first install the Proficy Server, Proficy Web Server, and Plant Applications on the appropriate nodes in the cluster.

NOTE:

The following steps need to be completed on only one node because the resources are added to the resource group and not a specific node.

To add Plant Applications resources

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2

3

4

5

On an active node, open Windows Explorer and locate ClusterConfigurator.exe.

By default, it is installed at:

C:\Program Files\Proficy\Proficy Server\Server

Double-click ClusterConfigurator.exe. The Plant Applications Cluster

Configurator appears.

Select Add resource to cluster and click Next.

From the Resource type list, select the Proficy Server resource.

From the Group list, select the Proficy Server cluster group and click Next.

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Add the appropriate nodes and click Next.

7

Click Finished to accept the default restart parameters, or adjust the parameters and click Finished.

– or –

Click Restart to restart a resource or click Do not restart to allow the resource to fail.

If you want the Cluster service to restart the resource, you must specify whether to affect the group. If you want the group to fail over when this resource fails, select

Affect the group, and then enter the values you want in Threshold and Period.

These values determine how many times the Cluster service attempts to restart the resource before failover and the amount of time in which the threshold number of restart attempts takes place. If Affect the group is not selected, a failure of this resource never causes the group to fail over.

Under “Looks Alive” poll interval, specify how often the Cluster service checks the registered state of the resource to determine whether the resource appears to be active. Select Use value from resource type to use the default interval for the resource type or select Specify value to specify an interval (in milliseconds).

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Under “Is Alive” poll interval, specify how often the Cluster service checks the state of the resource to determine whether the resource is active. Select

Use value

from resource type to use the default interval for the resource type or select

Specify value to specify an interval (in milliseconds).

In the Pending timeout box, type the amount of time, in seconds, that a resource in a pending state (Online Pending or Offline Pending) has to resolve its status before the Cluster service puts the resource in Offline or Failed status.

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8

Repeat steps 3 – 7 to add the Web Server resource to the Plant Applications Web server group and to add the Remote Data Service resource to the Cluster group or to the cluster group that has Proficy Historian configured.

9

Bring all groups online.

10

Open Excel on all nodes where it is installed and log in to the Plant Applications

Add-in.

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Plant Applications Environments

The Administrator Environment

The Administrator is the main client application for administrators configuring the system.

The Plant Applications Administrator is used for:

• Configuring data captured from the plant floor and other sources.

• Creating security rights for data input, data changes, data verification, viewing data, and so on.

• Processing collected information using calculations and many other data functions.

• Providing the link and the structure to the SQL database where the data is stored.

• Designing displays viewed through the Plant Applications Client application.

• Providing a method for importing and exporting Plant Applications data.

The Plant Applications Administrator environment is similar to using Windows® Explorer.

On the left side of the main screen is the Plant Applications Administrator tree. From this hierarchical tree all tasks can be performed. For the most part, every object in the

Administrator tree can be right-clicked to view a menu of the available commands. The center pane displays additional details about objects directly below the currently selected level. The right pane displays the hyperlink menu, if you have that option enabled.

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Right-click on most objects in the Plant Applications Administrator tree to view a menu of available commands.

2

The Plant Applications toolbar provides a shortcut to the various levels in the Administrator tree.

3

The Detail pane displays the contents of the object selected in the Administrator tree.

4

If the Hyperlink button is active, all of the tasks that can be performed on the object selected in the

Administrator tree are presented as hyperlinks.

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The Client Environment

The Plant Applications Client provides a customizable environment for using Plant

Applications Views and Displays to access your plant data.

NOTE:

For more information about using the Plant Applications Client, please see the online help file,

“Proficy Plant Applications Client Help.”

1

A View is a group of displays that can be opened at the same time. Views are created in the Plant

Applications Client.

2

The toolbar provides a quick way to perform tasks specific to the active display. The toolbar automatically changes depending on which display is active.

3

The box indicates the status of the connection to the Proficy Server. Green indicates the connection is active.

4

This area displays the name of the person who is currently logged in to the Plant Applications

Client.

5

Click the tabs to switch between displays.

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The Web Server Administrator Environment

The Plant Applications Web Server is configured through the Web Administrator, which is accessed through the Plant Applications Administrator program. Therefore, the Web

Administrator can be started from any computer that has the Plant Applications

Administrator program installed on it.

NOTE:

To open the Web Administrator, in the Plant Applications Administrator tree, expand Server

Management and double-click Administrator Web Server.

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1

The toolbar allows you to change the view of the contents in the right pane, start the Automated

Certificate of Analysis (COA) applications, and schedule a report.

2

From the File menu, you import Web report packages and exit the application. From the View menu, you can refresh the view. From the Help menu, you access the online help file and view information about your version of the Web Server Administrator.

3

The left pane displays the Web Administrator tree, which is where you add users, schedule reports, manage the Web Server, and manage Web reports.

4

The right pane displays the contents of the node that you’ve selected in the left pane.

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The Web Client Environment

The Web client is accessed by using Internet Explorer and has the look and feel of Windows

Explorer. The window is divided into two panes. The left pane displays the reports and Web content available to the current user. When you click on a report definition or Web content, it is displayed in the right pane. When you click a report type, the report dialog boxes are displayed in the right pane.

1

Displays a list of the Web reports and Web Parts available to the user.

2

The Web Client toolbar. (See the following section for more information.)

3

Displays either the Web report or the dialog boxes necessary to create the selected Web report.

The Web Part Administrator Environment

Using the automobile dashboard analogy, Web Parts are like the gauges and indicators on your car's dashboard. The Web Part Administrator is where you configure and manage your

Web Parts, create new Web Parts, change default parameters, and access a variety of statistical reports.

NOTE:

To open the Web Administrator, from the Plant Applications Administrator tree, expand

Server Management and double-click Administrator Web Parts.

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The Manage WebPart Template tab lists all of the templates used to create user-defined Web Parts.

The Configure Available WebParts tab lists all of the user-defined Web Parts and is where the Web

Parts are created and configured.

2

This area lists all Web Parts or Web Part templates and information about each Web Part or template.

3

These buttons allow you to import or export Web Parts and Web Part templates.

4

This button allows you to preview the selected Web Part or Web Part template.

5

The WebPart Properties button is used to specify parameters that control things such as the placement of your Web Part or Web Part template in your portal.

6

These buttons are used to create new Web Part templates, copy existing templates, and delete templates.

7

These tabs provide information about the selected Web Part or Web Part template and are where you edit the default parameters for the associated Web Part or template.

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Troubleshooting

Proficy Server Disconnects from Proficy Router

By default, Plant Applications uses port 12280, which is occasionally used by other software.

This can cause communication conflicts causing the Proficy Server to disconnect from the

Proficy Router. The following four files must be edited on the Proficy Server.

• cmConfigMgr.ini

• cmRtr.ini

• Message.ini

• PlantAppsMessaging.ini

To change the port used by Plant Applications

1

2

3

4

On the Proficy Server, go to: <drive>:\Program Files\Proficy\Proficy

Server\Messaging. By default, these files are installed on drive C.

Using Notepad or another text editor, open one of the four .ini files.

Locate the following line.

Protocol0_Item0 = 12280

Change 12280 to an unused port number. You must use the same port number in each of the four files.

5

6

Save the file.

Repeat steps 2 – 5 for each of the four files.

7

After all four files have been changed, restart the Proficy Server.

NOTE: You must also change the same line in the Message.ini file for Enterprise Connector, which is located at: <drive>:\Program Files\Proficy\Enterprise Connector\bin\Message.ini

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Changing SharePoint Port Number

SharePoint Services 3.0 automatically installs using port 80, which is the port used by the

Plant Applications Web server. You must change the port used by SharePoint.

To change the port used by SharePoint

1

2

3

On the Plant Applications Web server, open Internet Information Services (IIS)

Manager. ( Start > Administrative Tools > Internet Information Services (IIS)

Manager)

Expand the server.

Expand Web Sites.

4

5

6

7

8

9

Right-click SharePoint - 80 and select Properties. The SharePoint – 80

Properties dialog box appears.

On the Web Site tab, under Web site identification, type an unused port number in the TCP Port box and click OK.

Right-click SharePoint Central Administration v3 and select Browse. The

SharePoint Central Administration page appears.

Click the Operations tab.

Under Global Configurations, click Alternate access mappings.

Under Internal URL, click the URL for the server (for example, http://myservername/.

10

In the URL protocol, host and port box, add the port number you used in step 5 to the end of the computer name (for example, http://myservername:85/).

11

Click OK.

12

If necessary, start the Default Web Site.

IMPORTANT:

Remember to add the port number to the SharePoint URL. For example, if you used

port 81, the URL would be: http://myservername:81.

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Invalid SQL User Name and Password

When installing the Proficy server, the installation is not able to validate the SQL user information and displays the error: “Database Install Fatal Error encountered: Invalid SQL

Username and Password Install aborted”. You are returned to the SQL login validation screen.

The error indicates a configuration conflict in the registry with the ADO Connection string used to instantiate a connection to the SQL Server. If the Proficy server had been previously installed with a different server name, the DatabaseNodeName registry key may be pointing to an invalid SQL Server. To resolve the error, open REGEDIT and validate the String Value < databasenodename> exists in the following locations:

• HKey_LocalMachine\Software\Proficy\Plant Applications\Proficy Server

• HKey_LocalMachine\Software\MountainSystems\Proficy\Proficy

Server\DataBaseNodeName

Run-time Error -5006 During Installation

The Plant Applications Server or Common Licensing installation fails and you receive the following error:

Run-Time Error 5006 a previous setup may already be running.

This error typically occurs on machines that have Terminal Services enabled, where you are running a compressed setup that is not named setup.exe. The error occurs because the operating system fails to return the correct Fonts system folder, which causes setup.exe to throw an exception during initialization.

In most cases, this is because the operating system does not use the real Windows folder, but instead uses C:\Documents and Settings\\Windows.

Unfortunately, this folder does not include a Fonts subfolder; thus, the operating system returns a failure when trying to find it. (The reason that the alternate Windows folder is returned is documented in MSDN for the GetWindowsDirectory() API.)

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The following troubleshooting steps have been known to solve this issue.

• Rename the single .exe to setup.exe and run the installation again.

• Disable Terminal Services on the machine and re-run the installation.

• Replace the compressed single exe with a full CD-ROM release.

• Run the install from Add/Remove Programs, rather than launching the installation directly. You can also create the Fonts folder where the setup is looking for it. This resolves correctly and allows your install to continue. Therefore, adding a folder at

Documents and Settings\\Windows\Fonts (where CurrentUser is the User Name of the logged in User) allows the setup to initialize successfully.

SQL Server Blocking

The Plant Applications SQL Server is both an Online-Transaction Processing (OLTP) application and a reporting database at the same time. Typically for OLTP applications, the

SQL transactions are usually small so it is generally recommended that parallelism be disabled to minimize different processes from interfering with each other. However, for reporting, it is generally recommended to maximize parallelism to improve the response of large complex reporting queries.

If the Plant Applications SQL Server starts to experience a significant amount of blocking, which is affecting the ability of Plant Applications to interact with operators and control systems in a timely manner, reducing or disabling the parallelism option may alleviate the issue.

When modifying the parallelism option on SQL Server, it is recommended to initially restrict it to use only half the number of processors available. For example, if there were 4 processors, then parallelism would be set to 2. If this still does not help, then try disabling parallelism altogether by setting the option to 1 (in other words, use only 1 processor for a given query).

For more information on the max degree of parallelism option, see “

max degree of

parallelism Option” in the Administering SQL Server online book.

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To modify the degree of parallelism in SQL Server 2005 or 2008

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2

3

4

In SQL Server Management Studio, right-click the server and click Properties.

The Server Properties dialog box appears.

Under Select a page, click Advanced. The Advanced page appears.

Under Parallelism, set the Max Degree of Parallelism option to half the number of processors on the server or to 1 to disable the option. The default is 0, which uses the actual number of available processors.

Click OK.

Verify that Proficy Server Services Started

After installing the Proficy Server, the Proficy Server services should start automatically.

To verify that the Proficy Server services have started

1

2

3

Open the Windows Control Panel and double-click Administrative Tools.

Double-click Services.

Scroll through the list of services and verify that the Proficy Server services have all started. If they have not started, manually start them.

Another method for verifying that the Proficy Server services have started is to view the server log files. These text files are created during the Proficy Server installation. Each service will have its own log file. By default, the log files are located on the Proficy Server at:

C:\Program Files\Proficy\Proficy Server\LogFiles.

Verify the Server Connection

When using Plant Applications, the connection to the server may be occasionally lost for any number of reasons.

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To verify the server connection

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2

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5

Start Plant Applications Administrator and log in with username comxclient and password comx.

Start Plant Applications Client and log in with username comxclient and password

comx.

Start Microsoft Excel.

Load the Plant Applications Add-in for Excel (Tools > Add-ins > Plant

Applications Excel Add-in).

Connect to the Proficy Server. For more information, see the topic, “Connecting to a Server” in the Add-in’s online Help.

Proficy Server License Manager Service Not Starting

The Proficy Server License Manager service may not start because the database password stored in the registry is wrong. Because the Proficy Server License Manager service is used to change this password, you must use the following procedure to correct this issue if you do not know the password.

To reset the default database passwords

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2

3

4

5

Set the proficydbo password to the default password, ‘proficydbo’, in SQL Server.

Set the comxclient password to the default password, ‘comxclient’, in SQL Server.

Delete the encrypted passwords from the registry.

HKEY_LOCAL_MACHINE\SOFTWARE\Proficy\Plant Applications\Proficy

Server\DBParam1

HKEY_LOCAL_MACHINE\SOFTWARE\Proficy\Plant Applications\Proficy

Server\DBParam2

Start Proficy Server License Manager. It initializes the registry to the default.

Reset the password using the Administrator.

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Web Content Tree Not Displaying in the Web Client

If you are having difficulty viewing the Web Content tree or if you are receiving errors, such as “Disallowed Parent Path,” when you try to view the Web Content tree in your Web client

(Internet Explorer, for example), you may need to enable parent paths for the ReportServer virtual directory. By default, parent paths are enabled.

NOTE:

Unlike Windows Server 2000, Windows 2003 and 2008 do not automatically install

ASP.Net. In order to log in to the Web Report Server, you must install ASP.Net.

To enable parent paths

1

2

3

4

Open Internet Information Services (IIS) Manager and expand the server.

Right-click the ReportServer virtual directory and choose Properties. The

ReportServer Properties dialog box appears.

On the Virtual Directory tab, click Configuration. The Application

Configuration dialog box appears.

On the Options tab, select Enable parent paths as shown in the following image.

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6

Click OK twice to return to the Internet Information Services window.

Close the Internet Information Services window.

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Web Reports Not Working Correctly

If the Plant Applications Web reports are not working correctly, you may need to enable

HTTP Keep-Alives.

To enable HTTP Keep-Alives

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2

3

4

In the Internet Information Services (IIS) Manager (Start > Control Panel >

Administrative Tools > Internet Information Services (IIS) Manager) expand the local computer.

Expand Web Sites and right-click the Web site and select Properties. The <

Web site name

> Properties dialog box appears.

On the Web Site tab, under Connections, ensure Enable HTTP Keep-Alives is enabled (checked).

Click OK.

Updating SQL Server User Passwords

NOTE:

If you are going to upgrade to SQL Server 2005 or SQL Server 2008, you must upgrade to

Plant Applications 5.0 first.

Unlike SQL Server 2000, SQL Server 2005 and SQL Server 2008 are case sensitive.

Therefore, user passwords for ComXClient and ProficyConnect must be manually updated.

In SQL Server, you must:

• Update the ComXClient password to comxclient (all lower case).

• Update the ProficyConnect password to proficy (all lower case).

• Ensure that the ProficyDBO password matches the value in the DBOPassword site parameter. See the topic, “Plant Applications Site Parameters” in the online help for more information.

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If these passwords are not updated and the cases do not match, the Proficy services will fail to start and there will be log-in failure messages in the log files. These passwords can be updated through SQL Server Management Studio.

Backing Up and Restoring the Database

To back up and restore a database

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2

3

Back up the Plant Applications database on the SQL Server 2000 instance. See

“How to create a database backup (Enterprise Manager)” in the SQL Server Books

Online.

Make a copy of the backup file. Because SQL Server Management Studio does not allow restoration from a network location, the backup file must be copied to the local disk of the SQL Server 2005 or 2008 instance.

Restore the database to the SQL Server 2005 or 2008 instance. See “How to: Create a New Database From an Existing Database Backup (SQL Server Management

Studio)” in the SQL Server 2005 or 2008 Books Online.

Moving the .MDF and .LDF Files

After installing the Proficy Server, it may be desirable to move the Plant Applications database file and log file to a separate physical disk, which is part of the disk subsystem, to optimize performance.

NOTE:

There are several things you can do to optimize SQL Server and improve performance, such as moving the TempDB to its own disk or moving specific Plant Applications tables to their own physical disk.

For more information, please contact our Support team (see page 4).

SQL Server database consists of two files: the .mdf (database file) and the .ldf (log file) files.

By default, these two files are located at:

C:\Program Files\Microsoft SQL Server\MSSQL\Data

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To locate the .mdf and .ldf files

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2

3

4

Click Start, point to All Programs, point to Microsoft SQL Server 2005 (or 2008), and click SQL Server Management Studio.

Navigate to the Plant Applications database.

Right-click the database and choose Properties. The Database Properties dialog box appears.

Under Select a page, right-click Files to view the location of the .mdf and .ldf files.

To move the .mdf and .ldf files

1

Stop the following Proficy Server services: o

Proficy Server Manager o

Proficy Server Router o

Proficy Server License Manager

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2

3

Take the Plant Applications database offline.

SQL Server Management Studio > Plant Applications SQL server > Databases > right-click Plant Applications database > Tasks > Take Offline

Detach the database. For more information, see “Attaching and Detaching a

Database” in the SQL Server Books Online.

Copy the .ldf and .mdf files to the SQL Server instance.

Attach the database to the SQL Server instance. For more information, see “How to: Attach a Database (SQL Server Management Studio)” in the SQL Server Online

Books.

Bring the Plant Applications database online.

Verify the location of the .mdf and .ldf files.

Restart the following Proficy Server services: o

Proficy Server Manager

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Proficy Server Router o

Proficy Server License Manager

9

After the database has been restored, you should ensure that permissions are set up correctly in the Plant Applications database. From SQL Server Management Studio, run the following script to rebuild the SQL permissions: exec sp_Revokedbaccess 'ProficyDBO' go exec sp_Revokedbaccess 'ComXClient' go exec sp_Revokedbaccess 'ProficyConnect' go exec SpSupport_ChangeDBOAccount 'Proficydbo','ProficyDBO'

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Notes…

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Index

A

About This Guide, 1

Administrator application installing, 50

Administrator environment, 67

Administrator tree, 67 center pane, 67 right pane, 67 toolbar, 68

B

Batch Analysis, 3

C

Client environment, 69

Cluster installing Plant Applications Clients, 64 installing SQL Server 2005, 60 installing the Enterprise Connector, 61 installing the Proficy Server, 62 installing the Web Server, 63 supported configurations, 56

Cluster configurations one cluster, two nodes, 57

G

E T T I N G

S

T A R T E D

G

U I D E three clusters, six nodes, 58 two clusters, four nodes, 58

Cluster groups creating, 59

Cluster resources adding Plant Applications, 64

Common Licensing, 10

Configure Excel 2003, 45

Configure Excel 2007, 46

D

Database files locating, 81 moving, 82

Daylight Saving Time and UTC, 19

Default time zone site parameter, 20

Defective Hardware Keys, 14

Disallowed Parent Path, 79

E

Efficiency Management, 2

Enable parent paths, 79

Enterprise Connector, 61 installing in a cluster, 61

I

N D E X

85

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L A N T

A

P P L I C A T I O N S

5 .0

Excel 2003 configuring, 45

Excel 2007 configuring, 46

F

FTP configuring, 60 installing, 60

H

Hardware Key custom configuration, 11 default configuration, 11 parallel port installation, 12, 31, 63 updating drivers, 14 upgrade, 12

USB installation, 12

High-volume production environment installation, 25

I

IIS configuring, 60 installing, 60

IIS 6.0, 40

IIS 7.0, 41

86

IIS Metabase, 40

Installation determining environment, 18 high-volume production environment,

25 standard production environment, 23 supported cluster configurations, 56

Test environment, 22

Installing

Enterprise Connector, 61

Plant Applications Client, 50

Proficy Server, 31

Web Server, 38

Internet Explorer configuration of, 41

L

License Manager, 78

License Viewer

Management Console, 13 opening, 13

Licenses ordering new, 10

Licensing, 6, 7 default hardware key configuration, 11

Proficy common licensing, 10

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U I D E

using existing, 9

Licensing error, 16, 17

M

M4 hardware key, 6

Manage WebPart Template, 72

Modules

Batch Analysis, 3

Efficiency Management, 2

Plant-wide Reporting, 3

Production Management, 3

Quality Management, 2

O

Overview, 2

Plant Applications, 2

P

Parent paths enabling, 79

Plant Applications Clients installing, 50 installing in a cluster, 64

Plant Applications Overview, 2

Plant Applications Resources adding, 64 adding to a cluster, 64

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T A R T E D

G

U I D E

I

N D E X

Plant Wide Reporting and Analytics, 3

Port 12293, 28

Port 12294, 28

Port 12295, 28

Port 12299, 28

Port 12401, 28

Port 1433, 28

Ports, 28

Production Management, 3

Proficy Server installation preparation, 28 installing in a cluster, 62 verifying connection, 77

Proficy Server Installation, 28

Proficy Server services, 77

Q

Quality Management, 2

R

Reporting and UTC, 19

Resources adding Plant Applications, 64

S

Server cluster creating, 59

87

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A

P P L I C A T I O N S

5 .0

Server function licensing, 7

SFLs, 7

SharePoint Services changing port number, 74

SQL Server degree of parallelism, 76

SQL Server 2005 clustering, 60

Standard Production Environment installation, 23

T

Technical Support, 4

Test environment installation, 22

Troubleshooting change SharePoint port number, 74

License Manager service, 78

Proficy Server services, 77

SQL Server Blocking, 76 verify server connection, 77

Web content not displaying, 79

U

Update the DCOM permissions, 48

88

Upgrading to UTC, 20

USB Hardware Key recovery from improper installation, 15

UTC and DST, 19

UTC and reporting, 19

UTC and upgrading, 20

UTC considerations, 19

V virtual directories, 49

W

Web Client environment, 71

Web content not displaying, 79

Web Part Administration, 71

Web Part Administrator environment, 71

Manage WebPart Templates tab, 72

Web reports configuring Internet Explorer, 41

Web reports and UTC, 20

Web Server installing, 38 installing in a cluster, 63

Web Server Administrator environment,

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