Proficy* Workflow - GE Customer Center

Proficy* Workflow - GE Customer Center

Proficy* Workflow

Powered by Proficy SOA

G

ETTING

S

TARTED

Version 2.00

August 2012

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 use of such information, equipment and software, even if GE Intelligent Platforms, Inc. has been advised in advance of the possibility of such damages. The use of the information contained in the manual and the software described herein is subject to 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.

Trademarks

© 2012, GE Intelligent Platforms, Inc. All rights reserved. * Trademark of GE Intelligent Platforms, Inc. All other brands or names are property of their respective holders. Any other trademarks referenced herein are used solely for purposes of identifying compatibility with the products of GE Intelligent Platforms, Inc.

Notice

GE Intelligent Platforms, Inc. reserves the right to make improvements to the products described in this publication at any time and without notice. We want to hear from you. If you have any comments, questions, or suggestions about our documentation, send them to the following email address: [email protected]

Table of Contents

Table of Contents

Getting Started ____________________________________ 1

Installation Requirements ____________________________ 2

Hardware Requirements

Single Server (and Satellite Servers)

Client

Proficy SOA Server - Large System

Reporting Database

Hardware Recommendations

Software Requirements

Server Installation

Other Supported Software

Client-only Installation

Proficy Reporting Database Installation 12

Proficy Host/Embeddable Proficy Host Installation 13

Web Task List Software Requirements

Virtual Machine Support

13

14

8

9

11

11

3

4

4

2

2

3

The Hardware Key

Hardware Key Installation

License and Key Checking

Troubleshooting

Defective Hardware Key Replacement

FAQs

15

16

17

18

18

19

Proficy Workflow Installations ________________________ 21

Install a Proficy SOA Server and Client

Install a legacy Proficy SOA Server and Client

Legacy Server Limitations

Firewall Ports

22

28

34

35

i

Install a remote Proficy Workflow client

Install and run the Web Task List

Uninstall Proficy Workflow

Multiple Servers ___________________________________ 39

Export server security certificates for an extension server 40

Install multiple servers 41

Modify server roles 44

35

37

38

Server Clustering and Failover _________________________ 45

Hardware/Software Requirements

SQL Server Clustering

Supported and Validated Cluster Configurations

One Cluster, Two Nodes

Two Clusters, Two Nodes Each

Three Clusters, Two Nodes Each

Microsoft Failover Cluster Manager

Install Microsoft Failover Cluster Manager

51

52

Configure the Microsoft Failover Cluster Manager 52

Configure quorum options for a cluster 54

Clustering Tips

Configure a Proficy SOA Server to be clustered

54

55

Configure the failover Proficy SOA Server for a cluster 56

Server Clustering and One-Click Deployment 56

48

49

50

46

47

47

Security Certificates _________________________________ 58

Configure Proficy Service Security Certificates

Certificate Options

Full Server

Extension Server

Client

59

60

61

62

62

Post-installation Configuration ________________________ 63

ii Proficy* Workflow

Table of Contents

Modify the server configuration for a remote client

Modify the Microsoft Active Directory Services

Modify the SQL server

Configure a server instance

Configure product options

63

64

65

66

67

Command Line Installation __________________________ 69

Log Files _________________________________________ 71

GE Single Sign On (SSO) ____________________________ 72

Configuration Settings

User Account Setup

72

73

Log in to Proficy Workflow __________________________ 74

Standard Windows User Account ______________________ 77

Upgrading Proficy Workflow _________________________ 78

Password Security

Windows Users

Data Item Links

Upgrade to a newer version of Proficy Workflow

Upgrade custom forms

79

79

80

81

82

Proficy Real-Time Information Portal___________________ 85

Install Portal 86

Proficy Reporting Database __________________________ 88

Install the reporting database

Configure Component Services

Uninstall the reporting database

Task Controls in Proficy HMIs ________________________ 94

88

91

93

Proficy Task List Configuration

Modify ActiveX installation configurations

Install the ActiveX Task List

94

95

96

iii

Key Concepts _____________________________________ 99

One-Click Deployment ______________________________ 113

Prerequisites

Administrator Installation

113

114

Supported Regional Settings __________________________ 116

Time and Date

Regional Language Setting

System Default Locale

116

117

117

Daylight Saving Time _______________________________ 118

Special Keyboard Buttons ____________________________ 119

SQL Server Backup and Restore _______________________ 120

Contact Information ________________________________ 121

General

Technical Support

Americas

Europe, Middle East, Africa

Asia Pacific

Index ___________________________________________ 123

121

121

121

122

122

iv Proficy* Workflow

Getting Started

Getting Started

Welcome to Proficy Workflow–Powered by Proficy SOA!

Before you begin installing our product, please take some time to review the Getting Started guide.

IMPORTANT: Please read the

Important Product Information

on your installation DVD for the latest information about Proficy Workflow, including new features, system requirements, and release notes.

1

Installation Requirements

The hardware and software requirements you require to install Proficy

Workflow.

Before you begin installing your Proficy Workflow software, we highly recommend that you start by clicking Important Product Information on the installation DVD. This opens an online help file where you can read the latest release notes and the most current information about Proficy

Workflow.

Hardware Requirements

This section describes the minimum hardware requirements to run

Proficy Workflow and all products that work with it.

Single Server (and Satellite Servers)

NOTE: These requirements apply whether you are installing a multiple server configuration (that is, a core server and a Workflow server), a failover cluster, or a legacy server.

2.6 GHz Core™ 2 Duo processor with 8 GB RAM (minimum)

50 GB free hard disk space (minimum)

DVD-ROM Drive

Network interface software for network communications, and

TCP/IP network protocol

One parallel port or free direct-connect USB port

XGA or better color graphics monitor and a 100% IBMcompatible 24-bit graphics card capable of 1024x768 resolution and at least 65535 colors

2 Proficy* Workflow

Installation Requirements

Minimum monitor support

Two-button mouse with scroll wheel or compatible pointing device (such as a touch screen)

Client

2.6 GHz Core™ 2 Duo processor with 2 GB RAM (minimum)

20 GB free hard disk space (minimum)

DVD-ROM Drive

Network interface software for network communications. The

TCP/IP network protocol is required.

SVGA or better color graphics and a 100% IBM-compatible

24-bit graphics card capable of 1024x768 resolution and at least 65535 colors

Two-button mouse with scroll wheel or compatible pointing device (such as a touch screen)

Proficy SOA Server - Large System

4-socket 8 Core 32 GM Ram

Windows Server x64 OS

200 GM free hard disk space

Network interface software for network communications. The

TCP/IP network protocol is required.

SVGA or better color graphics and a 100% IBM-compatible

24-bit graphics card capable of 1024x768 resolution and at least 65535 colors

3

Two-button mouse with scroll wheel or compatible pointing device (such as a touch screen)

Reporting Database

2.6 GHz Core™ 2 Duo Processor with 3 GB RAM

(minimum)

50 GB free hard disk space (minimum)

CD-ROM Drive

Network interface software for network communications. The

TCP/IP network protocol is required.

One free direct-connect USB port

XGA or better color monitor and a 100% IBM-compatible 24bit graphics card capable of 1024x768 resolution and at least

65535 colors

Two-button mouse with scroll wheel or compatible pointing device (such as a touch screen)

Hardware Recommendations

This section describes the recommended hardware requirements. These specifications are needed for Proficy Workflow to perform well and are dependent upon many factors.

Since Proficy Workflow is a very flexible product with very broad capabilities, there are a variety of ways that this product is used. The table below provides some general guidelines for hardware recommendations based on some sizing specifications.

4 Proficy* Workflow

Installation Requirements

Project Specification

Small

System

Equipment Model Objects 0 – 500

Equipment Model

Properties

Material Definitions

Material Lots

0 – 5,000

0 – 1,000

0 – 1,000

Production Model Objects 0 – 500

Production Variables 0 – 5000

Number of Workflows 0 – 100

Medium

System*

500 – 2,500

Large

System*

2,500 +

5,000 – 500,000 500,000 +

1,000 – 10,000 10,000 +

1,000 – 5,000 5,000 +

500 – 1,000 1,000 +

5,000 – 10,000 10,000 +

100 – 1,000 1,000 +

Running Workflows

Concurrently Executing

Workflows**

0 – 50

0 – 5

Configured Events 0 – 50

Events Triggering per Hour 0 – 15

Work Requests in System 0 – 100

Active Work Requests 0 – 25

Active Clients 1 – 25

Recommended Server RAM 4 GB

50 – 500

5 – 25

50 – 500

15 – 100

100 – 1,000

25 – 500

25 – 100

8 GB

500 +

25 +

500 +

100 +

1,000 +

500 +

100 +

16 GB

Recommended Server

CPUs

2CPUs @

3Mhz

4 CPUs @

3Mhz

8 CPUs @

3Mhz

*Many systems do not use all of the capabilities of Proficy Workflow, so some projects may match some specifications in the small system column with other specifications in the medium or large system column. Choose the column that more closely matches the targeted system.

5

**Any running workflow that is waiting for user input in a task form can be considered paused and is considered to be a running workflow but not an executing workflow.

Additional Factors for Hardware Recommendations

Special Application Factors

Server recommendations may need to be increased when the application uses intensive processing or significant disk access.

Examples of these scenarios may include reading and parsing data files from disk, custom logging or writing to output data files, advanced mathematics in code activities, custom service providers, communicating with third party products, and so on.

SQL Server on the Proficy Workflow Server

The hardware recommendations above are for servers where the SQL

Server is not on the Proficy Workflow server system. If you choose to run SQL Server on the Proficy Workflow server then you must add

RAM and CPUs to the recommended amounts.

Running on a Virtualized Machine

The hardware recommendations above are for a server that is not running in a virtualized environment. For servers that are running in a virtualized environment such as a VMWare or Hyper-V image, the recommended amounts must be exclusively allocated to the server image and have as much available physical resources on the virtualization server. For example, if a server needs 8GB of RAM then that much RAM must be allocated to the image and the virtualization server must have 8GB of physical RAM available for that image. If the image runs out of physical RAM on the virtualization server, performance degrades significantly.

6 Proficy* Workflow

Installation Requirements

Running Other Applications

All the hardware recommendations are assuming that the machine is dedicated to running the Proficy Workflow server. If you are planning to run other applications on the machine you will need to increase the

CPU and RAM requirements appropriately to handle running these applications. This includes other GE Intelligent Platforms applications, such as Proficy Historian, Proficy Portal, Proficy CIMPLICITY, or

Proficy iFIX.

Windows Server 2008 as the Operating System

Newer Microsoft operating systems have greater hardware requirements than older ones. The recommendations above assume that the server is running on Windows Server 2003. Windows Server

2008 uses significantly more memory and more CPU than 2003 does.

For equivalent performance, add an additional 2 GB of memory and an additional processor if you are using Windows Server 2008.

Additional Recommendations for the SQL Server Machine

For optimum performance, the databases, transaction logs, tempdb, non-clustered indexes, and back-ups should be installed on separate hard drives where possible. The following RAID specifications are also recommended:

SQL database: RAID 0+1, RAID 1 or RAID 5

SQL transaction logs: RAID 0+1 or RAID 1 and should be a separate physical device

SQL tempdb: RAID 0+1 or RAID 1

SQL indexes: RAID 0+1 or RAID 1

Back-ups: RAID 0 (no fault tolerance, but faster writes) or

RAID 5

7

Additionally, the following SQL Server configuration is recommended:

Use Mixed Mode security

Exclude the database files from anti-virus scanning

Use multiple processors for every installation

Enable the default backup job or create a maintenance plan

Other Performance Considerations

The guidelines described here are not the only aspects of a system to be considered to ensure optimum performance. Each individual system should be evaluated for other potential sources of performance issues.

Examples of other sources of problems may include, but are not limited to, the following:

Networking throughput between Proficy Workflow server and client

Networking throughput between Proficy Workflow server and

SQL Server

Data throughput between the Proficy Workflow server and data sources such OPC servers, Proficy Historian, Proficy iFIX, Proficy CIMPLICITY, and Proficy Plant Applications

The number of client instances active on a single client machine

Software Requirements

This section describes the minimum software requirements for your installation, including the recommended operating system and database.

8 Proficy* Workflow

Installation Requirements

Server Installation

The following list describes the software required to install and use

Proficy Workflow and the Proficy SOA Server.

One of the following operating systems:

Windows 7 Professional (32 or 64-bit)

Windows Server 2008 SP2 (32-bit only)

Windows Server 2008 R2 (64-bit)

Windows Server 2003 SP2 or greater (32 or 64-bit)

Windows XP Professional SP2 or greater (32-bit only)

One of the following SQL Server systems:

Microsoft SQL Server 2008 Standard, Professional, or

Enterprise Edition (32 or 64-bit)

Microsoft SQL Server 2008 R2

Microsoft SQL Server 2008 Express

NOTE:

The SOA project is installed into this SQL Server database.

SQL Server can be installed on a different computer that is also on the domain or workgroup; however, you must ensure that network configurations allow appropriate machine communication.

If you are using SQL Server Express with the Proficy SOA

Server, you cannot use the Reporting Database.

Microsoft .NET Framework 4.0 (Full Framework)

9

Microsoft AD LDS (Active Directory Lightweight Directory

Service) or ADAM (Active Directory Application Mode) with

SP1 (available from http://www.microsoft.com/downloads/details.aspx?familyid=9688f8b9-

1034-4ef6-a3e5-2a2a57b5c8e4&displaylang=en)

NOTE:

If you are using Windows XP or Windows Server 2003,

ADAM is required. If you are using Windows 7 or Windows

Server 2008, AD LDS is required. In Windows Server 2003,

Windows 7, and Windows Server 2008, these can be added as Windows components or features in the Programs applet of the Control Panel.

For demo, evaluation, or pilot systems, you can use

Simulated Directory mode rather than using ADAM or AD

LDS. In this mode, the system functions the same way.

However, you must use ADAM or AD LDS to run large systems that have hundreds of clients connecting simultaneously.

Microsoft Silverlight 4.0 and the Silverlight SDK

NOTE: Silverlight is required to access and develop forms and displays in the Silverlight Designer, and to view Silverlight forms and displays in the Global Viewer.

Microsoft Excel 2007 and its Primary Interop Assemblies (for

Import/Export operations). For more information, see:

 http://msdn.microsoft.com/en-us/library/kh3965hw.aspx

 http://www.microsoft.com/downloads/details.aspx?familyid=59DAE

BAA-BED4-4282-A28C-B864D8BFA513&displaylang=en

 http://technet.microsoft.com/en-us/library/cc179091.aspx

Internet Explorer 7 or greater

10 Proficy* Workflow

Installation Requirements

Other Supported Software

VMWare Server or VMWare ESX Server

NOTE: VMWare servers are supported to use any of the supported operating systems.

IMPORTANT: Advanced features of ESX Server (that is,

VMotion and Clustering support) are not supported.

Hyper-V virtualization system for x86-64 systems

Remote Desktop Session Host (Terminal Services)

Proficy Portal 3.0 with SP1 (included on the installation DVD) or greater

Java Run-time plug-in v6.0 or greater (to view Proficy

Portal displays)

Proficy Historian 3.5 or greater

Client-only Installation

A client-only machine contains only the Proficy Workflow client application and must connect to another machine that has the Proficy

SOA Server installed.

One of the following operating systems:

Windows 7 Professional (32 or 64-bit)

Windows Server 2008 R2 (64-bit)

Windows Server 2008 SP2 (32-bit only)

Windows Server 2003 SP2 or greater (32 or 64-bit)

Windows XP Professional SP2 or greater (32-bit only)

11

Microsoft .NET Framework 4.0 (Full Framework)

Microsoft Silverlight 4.0

NOTE: Silverlight is required to access and develop forms and displays in the Silverlight Designer, and to view Silverlight forms and displays in the Global Viewer.

Microsoft Excel 2007 and its Primary Interop Assemblies (for

Import/Export operations). For more information, see:

 http://msdn.microsoft.com/en-us/library/kh3965hw.aspx

 http://www.microsoft.com/downloads/details.aspx?familyid=59DAE

BAA-BED4-4282-A28C-B864D8BFA513&displaylang=en

 http://technet.microsoft.com/en-us/library/cc179091.aspx

Internet Explorer 7 or greater

Proficy Reporting Database Installation

One of the following operating systems:

Windows 7 Professional (32 or 64-bit)

Windows Server 2008 R2 (64-bit)

Windows Server 2008 SP2 (32-bit only)

Windows Server 2003 SP2 or greater (32 or 64-bit)

Windows XP Professional SP2 or greater (32-bit only)

One of the following SQL Server systems:

Microsoft SQL Server 2008 Standard, Professional, or

Enterprise Edition (32 or 64-bit)

NOTE:

12 Proficy* Workflow

Installation Requirements

SQL Server Integration Services must be installed with

SQL Server.

If you are using SQL Server Express with the Proficy

SOA Server, you cannot use the Reporting Database.

Internet Explorer 7 or greater

Proficy Host/Embeddable Proficy Host Installation

One of the following operating systems:

Windows 7 Professional (32 or 64-bit)

Windows Server 2008 SP2 (32-bit only)

Windows Server 2008 R2 (64-bit)

Windows Server 2003 SP2 or greater (32 or 64-bit)

Windows XP Professional SP2 or greater (32-bit only)

Microsoft .NET Framework 4.0 (Full Framework)

Internet Explorer 7 or greater

Web Task List Software Requirements

Installation

The following list describes the software required to install the Task

List.

One of the following operating systems:

Windows 7 Professional (32 or 64-bit)

Windows Server 2008 SP2 (32-bit only)

Windows Server 2008 R2 (64-bit)

13

Windows Server 2003 SP2 or greater (32 or 64-bit)

Windows XP Professional SP2 or greater (32-bit only)

Microsoft .NET Framework 4.0 (Full Framework)

Internet Explorer 7 or greater

Microsoft Silverlight 4

Virtual Machine Support

The Proficy Workflow product is qualified on variety of operating systems. These include Windows XP, Windows 7, Windows Server

2003 SP2, Windows Server 2008 SP2, and Windows Server 2008 R2.

As part of our development testing and qualification, we make extensive use of VMWare workstations, VMWare ESX servers, and

Microsoft HyperV.

Our most current testing is based on VMWare Workstation 6.0,

VMWare ESX server 3.5, 4.0, 4.1, and Microsoft HyperV on Windows

2008 R2. VMWare ESX and Microsoft HyperV are currently very reliable virtualization platforms. Proficy Workflow does not target any specific hardware or virtualization platform.

GE Intelligent Platforms supports the functional operation of the product if it is run on a supported operating system in VMWare ESX or Microsoft HyperV, and will address any functional issues related to the software in those environments.

14 Proficy* Workflow

Installation Requirements

GE Intelligent Platforms cannot guarantee performance of the software in a virtualized environment due to the wide range of parameters associated with the hardware, configuration, memory settings, third party software, and number of virtual machines running, all of which can affect performance. GE Intelligent Platforms does not assist with the proper configuration of virtualization software. It is up to the customer to ensure that the performance of the image has been optimized with the correct settings and configuration before we can provide support on performance related issues.

It is your responsibility to ensure that the performance of the Proficy

Workflow software and application are adequate to meet the needs of your run time environment. GE Intelligent Platforms does not support issues related to functionality that is not available as a result of running in a virtual machine. GE Intelligent Platforms cannot guarantee the functionality or performance of third party products used with the application. You must check with the vendor of those applications for their ability to run in a virtualized environment.

Each virtual machine instance that is using our software is required to have a valid license. Any customer using virtualization needs to use a software key.

The Hardware Key

Proficy Workflow uses a hardware key, which contains your licensed software options.

The hardware key supports USB port configurations. The hardware key you use to run the Proficy SOA Server:

Controls and enables software options available to your installation.

15

Uses a utility to electronically reprogram options you choose to upgrade or change (for HASP M4 keys only).

If the key is not installed or found, Proficy Workflow runs in demo mode, which limits you to two clients.

Be sure to file your hardware key packing slip in a safe location. The codes on this slip are necessary for us to quickly duplicate the key in case it is damaged or misplaced. You can verify that your serial number matches the serial number on the hardware key packing slip by using the

Proficy License Viewer utility to detect and display your hardware key settings. For more information, see the License and Key Checking section.

Hardware Key Installation

A hardware key is included with your Proficy Workflow software. You must install your hardware key in order to access all the components of the Proficy Workflow software you purchased.

Typically, you install your hardware key as you install the Proficy

Workflow product. Refer to the Installing Proficy Workflow section for more details.

If you insert the key after you install Proficy Workflow, it should be detected automatically when the software starts. It is recommended that you shut down your computer before plugging in a new hardware key.

IMPORTANT: Do not remove the hardware key from your node while

Proficy Workflow is running. If you do, some features will shut down and you will need to restart Proficy Workflow. You may also damage the hardware key if you remove it while the software is running.

16 Proficy* Workflow

Installation Requirements

We support the installation of the USB port hardware key only on systems running Windows 7 (32 and 64-bit), Windows Server 2008 (32 and 64-bit), Windows Server 2003 (32 and 64-bit), or Windows XP (32bit only). At this time, we do not support USB keys connected through an external USB hub.

On new installs on Windows XP SP1, we recommend that you insert your USB key after you run the Proficy Workflow install.

License and Key Checking

Determine enabled options on the

Proficy License Viewer

To use Proficy Workflow and other Proficy products, you must purchase the product with the desired options from us. Depending on the options you buy, you may need to replace your current key or run an update program on your existing key to enable the options.

If you want to determine the options that are enabled on the computer you are currently working on use the Proficy License Viewer to view the options enabled.

TIP: The

Proficy License Viewer

programs can be used to provide technical support personnel with information about your hardware key.

1.

From the Start menu, point to Programs, Proficy Common, and then click License Viewer.

2.

In the Proficy Products list, select the Proficy Workflow product.

The License and Key Diagnostics area should display the available options.

3.

For information on upgrading your key to add other options, contact us. We will provide the steps for upgrading your

Proficy license file when you purchase new options or products.

17

Troubleshooting

If the hardware key does not install properly, you may see a message displayed on the Proficy Workflow client at startup.

First, check to see that your hardware key is firmly attached. Next, uninstall and reinstall the driver for the hardware key. If this driver has been incorrectly uninstalled, it may behave unpredictably.

Troubleshooting the Aladdin HASP Key

If the Aladdin HASP USB key does not appear to be working, you can reinstall the licensing to recover from the improper install. When the

Aladdin HASP key is not communicating correctly, you will notice that the indicator light at the end of the key is off.

To reinstall Proficy Licensing

1.

Click the

ProficyClientInstaller.exe

file in the License folder on the Proficy Workflow product installation CD to reinstall the license.

2.

Click Finish when the licensing install completes.

Defective Hardware Key Replacement

A defective hardware key causes your Proficy product to run in demo mode.

Be sure to check that the key is firmly attached to your USB or parallel port before assuming it is defective. Additionally, for USB keys, if the indicator light at the end of the key is off, then the key is not communicating correctly.

18 Proficy* Workflow

Installation Requirements

You can also use the License Viewer to determine if the hardware key is defective. If your hardware key is defective, the License Viewer does not display the proper enabled options. Or, an error message stating that a hardware key is required to view the enabled options may appear. For more information on using the License Viewer, refer to the

License and

Key Checking section.

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

Call your local Technical Support representative. 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.

FAQs

This section describes some frequently asked questions about Proficy hardware keys.

What does the light at the end of the USB key indicate?

For the Aladdin HASP USB key, the light indicates that the key and the software are communicating. If this light is off, it indicates a problem with the key.

19

If I move the USB key to another port, is it automatically detected?

Yes. The USB key is automatically detected when moved to another

USB port. There are no additional screens requesting software to be installed for the Aladdin HASP USB key.

20 Proficy* Workflow

Proficy Workflow Installations

Proficy Workflow Installations

The procedures in this section outline the various installation options for Proficy Workflow, Proficy Host, and the Web Task List.

IMPORTANT:

Workgroups and Windows domains are both supported;

however, users must ensure that network configurations allow appropriate machine communication. Also, Windows authentication for security is supported only on a domain.

Any resolvable computer name or IP address can be used

when installing Proficy Workflow; however, the same name or IP address must be used consistently for a machine in all configurations on any server, client, or host machine.

Before you begin the Proficy Workflow installation, make sure that you have installed the following:

Microsoft .NET Framework 4.0 (Full Framework)

Microsoft AD LDS (Active Directory Lightweight Directory

Service) or ADAM (Active Directory Application Mode) with

SP1 (available from http://www.microsoft.com/downloads/details.aspx?familyid=9688f8b9-

1034-4ef6-a3e5-2a2a57b5c8e4&displaylang=en)

NOTE:

If you are using Windows XP or Windows Server 2003,

ADAM is required. If you are using Windows 7 or Windows

Server 2008, AD LDS is required. In Windows Server 2003,

Windows 7, and Windows Server 2008, these can be added as Windows components or features in the Programs applet of the Control Panel.

21

For demo, evaluation, or pilot systems, you can use

Simulated Directory mode rather than using ADAM or AD

LDS. In this mode, the system functions the same way.

However, you must use ADAM or AD LDS to run large systems that have hundreds of clients connecting simultaneously.

One of the following SQL Server systems:

Microsoft SQL Server 2008 Standard, Professional, or

Enterprise Edition (32 or 64-bit)

Microsoft SQL Server 2008 R2

Microsoft SQL Server 2008 Express

NOTE:

The SOA project is installed into this SQL Server

database. SQL Server can be installed on a different computer that is also on the domain or workgroup; however, you must ensure that network configurations allow appropriate machine communication.

The person whose user name is used for SQL

authentication must have authority to create new databases.

For regular database use during run time, a user

requires only db_owner privileges, not administrative privileges.

For more information, see Software Requirements.

Install a Proficy SOA Server and Client

The following information guides you through the Proficy SOA Server and Client installation process.

22 Proficy* Workflow

Proficy Workflow Installations

During this installation process, you are required to create an

Administrator user. This Administrator user is automatically assigned all permissions, which will allow you to create and define your users, groups, and key sets, and to set up your production security.

1.

Place the installation DVD in the DVD drive. If you have

Autoplay enabled, the installation launcher splash screen appears.

NOTE: If it does not appear, run InstallFrontEnd.exe on the root directory of the Proficy Workflow DVD.

2.

Click Install Proficy Workflow.

The Proficy Workflow Setup wizard appears.

3.

Click Proficy Server.

The Proficy Server Installation Type page appears.

4.

Select Single Server Installation, and then click Next.

The License Agreement page appears.

5.

Review the license agreement, and then click I Agree.

The

Choose Install Location page appears.

6.

Accept the default destination folder or browse for a new location, and then click Next.

The Configure AD LDS Integration page appears.

7.

In the Configure AD LDS Integration page, do one of the following:

If Active Directory Lightweight Directory Services (AD

LDS) is not installed, the Configure AD LDS Integration page displays a message regarding its use. If AD LDS is not required, click Next.

23

If Active Directory Lightweight Directory Services (AD

LDS) is installed, but this installation is to be used in a test and/or development server environment, select the

Do

not use Microsoft Directory Services check box, and then click Next.

If this installation is to be used in a production environment, skip to the next step.

8.

For a production environment, do the following: a)

Clear the Do not use AD LDS check box. b) In the Directory Instance: Name field, enter an instance name for the ADAM directory. c) In the Port (LDAP) and Port (SSL) fields, enter valid port numbers. d) In the User Credentials: Name field, enter the name of a user that is a member of the local computer's

Administrators Group. e) In the User Credentials: Domain field, enter the name of your company's domain. f) In the User Credentials: Password field, enter the password for the user you entered in the Name field.

9.

If your SQL Server is installed locally and uses Windows

Authentication, select the

Use a local SQL database with

Windows Authentication check box.

10.

If your SQL Server is either local or remote and uses either

Windows or SQL Authentication, clear the

Use a local SQL

database with Windows Authentication check box, and enter the following information:

24 Proficy* Workflow

Proficy Workflow Installations

IMPORTANT: You must install SQL Server 2008 or SQL

Server 2005 SP2 before you install Proficy Workflow. For detailed information, see

Software Requirements

.

a) In the Server field, enter or select the name of the SQL

Server you want to connect to. If the SQL Server is installed locally, you can enter localhost

. b)

In the Database field, enter the name of the SQL database, or click the drop-down arrow to search for all databases located on the specified server. If the specified database does not exist it will be created for you. c) From the Authentication list, select the type of authentication you want to use. d) If you select Windows Authentication, click Next. e)

If you select SQL Authentication, enter the user name and password configured for SQL Authentication on the

SQL Server you want to connect to.

11.

Click Next.

The Configure Security page appears.

12.

Enter the following information: a) In the Administrator Name field, accept the default name or enter a name for the Administrator user. b) In the Administrator Password field, enter a password for the Administrator user.

NOTE: If password complexity is enabled and configured, the Administrator password must follow the same rules as defined for user passwords.

c) In the Confirm Password field, re-enter the password for the Administrator user.

25

d) Optional: Select the Enable SSO (Single Sign On) check box if you want to use GE SSO authentication.

NOTE: Selecting this check box enables the SSO

Authentication option on the Proficy Workflow Login dialog box.

e) In the SSO Server URL field, enter the address of your

SSO server. This information is required if you selected the Enable SSO (Single Sign On) check box.

NOTE: You must obtain the SSO server URL from the GE

SSO Security group.

f) In the SiteMinder Agent Server URL field, enter the address of the web server that has SiteMinder installed on it. This information is required if you selected the

Enable

SSO (Single Sign On) check box.

NOTE: For important information on setting up and enabling SSO in your facility and for your users, see

GE

Single Sign On (SSO)

.

g) Optional: Select the Enable user password change check box if you want to allow Proficy users to change their login password at any time. Selecting this check box makes the Change Password link on the login dialog box visible. h) Optional: Select the Enable user account lockout check box, and then set the lockout threshold, lockout duration, and observation window size values. On new installations and when upgrading versions, this check box is selected by default.

IMPORTANT: The Administrator account is also restricted by the lockout settings!

26 Proficy* Workflow

Proficy Workflow Installations

i) Optional: Select the Enable user password complexity

rules check box, and then set the password complexity rules you want to enforce. On new installations, this check box is selected by default. When upgrading versions, this check box is cleared by default.

13.

Click Next.

The Configure Proficy Service Certificates page appears.

14.

Select the appropriate certificate option. For full descriptions of the certificate options, see Security Certificate Options.

15.

Click Next.

If the computer you are installing on has an enabled firewall, the Firewall Detected page appears.

16.

If required, make note of the port number to open on the firewall, and then click Next.

IMPORTANT: If your system uses a firewall, you must follow the instructions on the Firewall Detected page and open ports

8012, 8112, 8020, 8201, 8202, 8203, and 8204 to incoming TCP traffic. For information on opening a port in your firewall, see the online help for your Windows operating system.

The

Ready to Install page appears.

NOTE: At any time during the installation configuration

process, you can click Back to go to a previous page to change

your settings.

17.

Click Install.

The Installing Proficy Workflow page appears, displaying the status of each installation step.

18.

When the installation is complete, click Exit.

27

NOTE: If the installation fails, or you want to change a configuration setting after installation completes, you can open the appropriate standalone component to configure the required information. For more information, see

Postinstallation Configuration

.

Install a legacy Proficy SOA Server and Client

The following information guides you through the legacy Proficy SOA

Server and Client installation process. A legacy server installation includes the Proficy SOA server, the Workflow engine, and the Proficy

Host.

IMPORTANT: If you use Proficy Host as part of your system configuration, you must use the Legacy Server and Host installation option.

During this installation process, you are required to create an

Administrator user. This Administrator user is automatically assigned all permissions, which will allow you to create and define your users, groups, and key sets, and to set up your production security.

1.

Place the installation DVD in the DVD drive. If you have

Autoplay enabled, the installation launcher splash screen appears.

NOTE: If it does not appear, run

InstallFrontEnd.exe

on the root directory of the Proficy Workflow DVD.

2.

Click Install Proficy Workflow.

The Proficy Workflow Setup wizard appears.

3.

Click Legacy Server and Host.

The Legacy Proficy Server Installation Type page appears.

28 Proficy* Workflow

Proficy Workflow Installations

4.

Select either the Proficy Server or Proficy Host check box, and then click Next.

If you select Proficy Server, then skip steps 7 and 8.

5.

Review the license agreement, and then click I Agree.

The Choose Install Location page appears.

6.

Accept the default destination folder or browse for a new location, and then click Next.

7.

In the Host Instance section: a) In the Instance Name field, enter a name for this Proficy

Host instance. A Proficy Project is also automatically created. b)

In the Computer Name field, enter the name or description of the computer that you are installing the

Proficy Host instance on, or accept the default entry. c) From the Instance Type drop-down list, select the type of Proficy Host you want to install.

NOTE: If you select Embedded, you must create a

Windows service executable file and embed the Proficy

Host in that file.

8.

In the Proficy Workflow Server section:

In the Computer Name field, enter the name of the computer where the Proficy SOA Server is installed, or accept the default entry.

NOTE: Any resolvable computer name or IP address can be used when installing the Proficy Host / Embeddable

Proficy Host.

9.

In the Configure AD LDS Integration page, do one of the following:

29

If Active Directory Lightweight Directory Services (AD

LDS) is not installed, the Configure AD LDS Integration page displays a message regarding its use. If AD LDS is not required, click Next.

If Active Directory Lightweight Directory Services (AD

LDS) is installed, but this installation is to be used in a test and/or development server environment, select the

Do

not use Microsoft Directory Services check box, and then click Next.

If this installation is to be used in a production environment, skip to the next step.

10.

For a production environment, do the following: a)

Clear the Do not use AD LDS check box. b) In the Directory Instance: Name field, enter an instance name for the ADAM directory. c) In the Port (LDAP) and Port (SSL) fields, enter valid port numbers. d) In the User Credentials: Name field, enter the name of a user that is a member of the local computer's

Administrators Group. e) In the User Credentials: Domain field, enter the name of your company's domain. f) In the User Credentials: Password field, enter the password for the user you entered in the Name field.

11.

Click Next.

The Configure SQL Server page appears.

12.

Optional: Select the Backup existing database check box to automatically create a backup of your SQL database.

30 Proficy* Workflow

Proficy Workflow Installations

13.

If your SQL Server is installed locally and uses Windows

Authentication, select the

Use a local SQL database with

Windows Authentication check box.

14.

If your SQL Server is either local or remote and uses either

Windows or SQL Authentication, clear the

Use a local SQL

database with Windows Authentication check box, and enter the following information:

IMPORTANT: You must install SQL Server 2008 or SQL

Server 2005 SP2 before you install Proficy Workflow. For detailed information, see Software Requirements.

a) In the Server field, enter or select the name of the SQL

Server you want to connect to. If the SQL Server is installed locally, you can enter localhost. b)

In the Database field, enter the name of the SQL database, or click the drop-down arrow to search for all databases located on the specified server. If the specified database does not exist it will be created for you. c) From the Authentication list, select the type of authentication you want to use. d) If you select Windows Authentication, click Next. e)

If you select SQL Authentication, enter the user name and password configured for SQL Authentication on the

SQL Server you want to connect to.

15.

Click Next.

The Configure Security page appears.

16.

Enter the following information: a) In the Administrator Name field, accept the default name or enter a name for the Administrator user.

31

b) In the Administrator Password field, enter a password for the Administrator user.

NOTE: If password complexity is enabled and configured, the Administrator password must follow the same rules as defined for user passwords.

c) In the Confirm Password field, re-enter the password for the Administrator user. d) Select the Enable SSO (Single Sign On) check box if you want to use GE SSO authentication.

NOTE: Selecting this check box enables the SSO

Authentication

option on the box.

Proficy Workflow Login

dialog

e)

Optional: In the SSO Server URL field, enter the address of your SSO server. This information is required if you selected the Enable SSO (Single Sign On) check box.

NOTE: You must obtain the SSO server URL from the GE

SSO Security group.

f) In the SiteMinder Agent Server URL field, enter the address of the web server that has SiteMinder installed on it. This information is required if you selected the

Enable

SSO (Single Sign On) check box.

NOTE: For important information on setting up and enabling SSO in your facility and for your users, see

GE

Single Sign On (SSO)

.

g) Optional: Select the Enable user password change check box if you want to allow Proficy users to change their login password at any time. Selecting this check box makes the

Change Password link on the login dialog box visible

32 Proficy* Workflow

Proficy Workflow Installations

h) Optional: Select the Enable user account lockout check box, and then set the lockout threshold, lockout duration, and observation window size values. On new installations and when upgrading versions, this check box is selected by default.

IMPORTANT: The Administrator account is also restricted by the lockout settings!

i) Optional: Select the Enable user password complexity

rules check box, and then set the password complexity rules you want to enforce. On new installations, this check box is selected by default. When upgrading versions, this check box is cleared by default.

17.

Click Next.

The Configure Proficy Service Certificates page appears.

18.

Select the appropriate certificate option. For full descriptions of the certificate options, see

Security Certificate Options.

19.

Click Next.

If the computer you are installing on has an enabled firewall, the Firewall Detected page appears.

20.

If required, make note of the port number to open on the firewall, and then click Next.

IMPORTANT: If your system uses a firewall, you must follow the instructions on the Firewall Detected page and open ports

8012, 8112, 8020, 8201, 8202, 8203, and 8204 to incoming TCP traffic. For information on opening a port in your firewall, see the online help for your Windows operating system.

The Ready to Install page appears.

33

NOTE: At any time during the installation configuration

process, you can click Back to go to a previous page to change

your settings.

21.

Click Install.

The

Installing Proficy Workflow page appears, displaying the status of each installation step.

22.

When the installation is complete, click Exit.

NOTE: If the installation fails, or you want to change a configuration setting after installation completes, you can open the appropriate standalone component to configure the required information. For more information, see

Postinstallation Configuration

.

Legacy Server Limitations

The legacy server is used in environments where you use the Proficy

Host, which allows the Plant Applications Service Provider to act as a connection between Proficy Workflow and Proficy Plant Applications.

However, the legacy server has limitations.

The list describes the legacy server limitations.

The Silverlight designer is not supported.

Silverlight forms and displays created with external tools cannot be viewed in the Global Viewer.

Server clustering is not supported.

Multi-server architectures are not supported.

Web service endpoints are not supported.

IMPORTANT: If you are using service providers that were created prior to version 1.5 SP4, they are supported only in legacy server environments.

34 Proficy* Workflow

Proficy Workflow Installations

Firewall Ports

During server installations, the installation setup detects whether there is a firewall on the computer. You must either disable the firewall or configure it to allow communication with the server.

The following is a list of the inbound TCP ports you can open on the server computer to allow communication.

8012

8112

8020

8201

8202

8203

8204

Install a remote Proficy Workflow client

This information guides you through the process of installing a remote client on a different machine than the Proficy SOA Server.

You must have installed the Proficy SOA Server before you can install a client, because you require an available server to connect to.

1.

Place the installation DVD in the DVD drive. If you have

Autoplay enabled, the installation launcher splash screen appears.

NOTE: If it does not appear, run

InstallFrontEnd.exe

on the root directory of the Proficy Workflow DVD.

35

2.

Click Install Proficy Workflow.

The Proficy Workflow Setup wizard appears.

3.

Click Client Only.

The

License Agreement page appears.

4.

Review the license agreement, and then click I Agree.

The Choose Install Location page appears.

5.

Accept the default destination folder or browse for a new location, and then click Next.

The Proficy Workflow Server Configuration page appears.

6.

Enter the following information: a) In the Server Computer Name field, enter the name of the computer where the server you want to connect to is installed.

If you are configuring a full server, legacy server, or multi-server environment, enter the name of the computer that the server you want to connect to is installed on.

If you are configuring a server cluster environment, enter the cluster name used when you set up your cluster.

NOTE: You can also use the IP address for the server if the server uses a static IP address.

b)

In the Server Instance Name field, enter the name of the server instance you want to connect to. c)

In the Server HTTP Port field, enter the port number required to allow communication with the server. d) Click Next.

36 Proficy* Workflow

Proficy Workflow Installations

The Configure Proficy Service Certificates page appears.

7.

The security certificates are automatically downloaded from the server you are connecting to.

8.

Click Next.

The Ready to Install page appears.

NOTE: At any time during the installation configuration process, you can click Back to go to a previous page to change your settings.

9.

Click Install.

The Installing Proficy Workflow page appears, displaying the status of each installation step.

10.

When the installation is complete, click Exit.

11.

Launch the Proficy Workflow client.

A message appears stating:

Proficy SOA updates are

available. Click OK to start Proficy SOA Update.

12.

Click OK, and then, on the Proficy SOA Update page, click

Install Updates.

13.

When the updates have finished installing, click Restart

Client.

Install and run the Web Task List

The Web Task List is automatically installed with the Full Server installation of Proficy Workflow.

TIP: To improve performance, enable caching in your browser.

1.

For information on installing Proficy Workflow, see Install a

Proficy SOA Server and Client.

37

2.

To start the Web Task List, use the following URL in the address bar of Microsoft Internet Explorer: http://<server>:8020/Proficy/Workflow/WebTaskList.html

.

NOTE: A security certificate that matches the name of your server's certificate is automatically generated during installation. Long computer names, such as http://<server>mydomain:8020/proficy/workflow/webtasklist.html

are not supported.

,

3.

To ensure that the Web Task List does not disconnect while running, update the timeout settings in the following key from

2710 to 30000:

HKEY_CURRENT_USER\Software\Microsoft\Windows\Curr entVersion\Internet Settings\ReceiveTimeout

Uninstall Proficy Workflow

The following topic guides you though the process of removing Proficy

Workflow software from your system.

NOTE: If you generated security certificates or used pre-existing certificates from a previous version of Proficy Workflow, those certificates are not removed when you uninstall your Proficy Workflow server or remote client.

1.

From Control Panel, go to your programs listing.

2.

If applicable, select ADAM Instance SOAAdam, and then click Uninstall (depending on your operating system).

3.

In the confirmation message box, click Yes.

4.

Select Proficy Workflow (<installation type>), and then click Uninstall (depending on your operating system).

5.

In the confirmation message box, click Yes.

38 Proficy* Workflow

Multiple Servers

Multiple Servers

Proficy SOA provides the ability to install across multiple servers, each of which hosts a set of services. A multi-server environment is transparent and appears to be a single server to remote clients.

Each server in a multi-server environment must be configured to run the required services. To accomplish this objective, a shared server data model is used. Each Proficy SOA Server refers to a shared configuration data model to determine the specific service providers that they host. Client programs can then connect to any server, and be redirected to the server that is hosting the required service. Client programs, such as a form or custom client, communicate with service providers using service methods and events. As a result, neither the user nor the client program is aware of which server is hosting the service provider.

Deploying Service Providers Across Multiple Servers

After the initial installation of Proficy SOA on each server, setup the database and directory computers that contain service provider data, and then run the Configure Client tool one time from any server to deploy the service providers. All Proficy products, such as Proficy software, are built around service providers, which have defined interfaces, and the servers that are configured to run them. These products are installed to a single location, and then a one-time configuration of the Proficy site is performed to ensure that each

Proficy SOA Server is hosting the required service providers. This

Proficy SOA Server must connect to a Proficy System SQL Server database to access a site's database servers to perform this initial configuration.

39

Using Multiple Servers

In a multi-server Proficy site, roles must be assigned to each server.

These roles include sets of service providers that always run on the same physical server. These service providers contain the productrelated information of the Proficy software being used. After these roles have been assigned, the server data model can be updated by the

Configure Client tool. Then, restart each server that has been configured to finalize this process.

NOTE: Workflow engines, as well as extension servers, should not be installed at multiple sites across a WAN.

Export server security certificates for an extension server

After installing the main server in a multi-server environment, you must export the server security certificates and install them on your extension servers. During the extension server installation process, you must import these security certificates.

1.

Click Start > All Programs > Proficy > Proficy Workflow >

Configuration > Export Certificates.

The Export Proficy Server Certificates page appears.

2.

In the Export Folder field, enter the path or browse to the location where you want to export the certificates to.

3.

In the Password field, enter a password to secure the exported certificates, and to use when importing the certificates to the extension server(s).

4.

Click Save.

40 Proficy* Workflow

Multiple Servers

A file with the extension .pcf (Proficy Certificates File) is created, which contains the certificates required on the extension server(s).

5.

Click Exit.

Install multiple servers

Proficy Workflow provides multiple server capability, allowing you to install a core Proficy SOA Server on one machine and a Workflow

Server (containing the workflow engine) on another machine. You can also choose to install a User Server, which hosts custom service providers.

IMPORTANT: If you are installing a Workflow Server or a User Server, you must have already installed a core server on a separate machine.

Before you begin: Install a Proficy SOA Server and Client, and Export server

security certificates for an extension server

1.

Place the installation DVD in the DVD drive. If you have

Autoplay enabled, the installation launcher splash screen appears.

NOTE: If it does not appear, run InstallFrontEnd.exe

on the root directory of the Proficy Workflow DVD.

2.

Click Install Proficy Workflow.

The Proficy Workflow Setup wizard appears.

3.

Click Proficy Server.

The Proficy Server Installation Type page appears.

4.

Click Server Extension, select one of the following options, and then click Next.

41

To install a dedicated workflow server, click Workflow

Server.

To install a server to host custom service providers, click

User Server.

The License Agreement page appears.

5.

Review the license agreement, and then click I Agree.

The

Choose Install Location page appears.

6.

Accept the default destination folder or browse for a new location, and then click

Next.

The Configure SQL Server page appears.

7.

Configure the SQL Server page as follows.

NOTE: This configuration must be the same as the core server.

a)

In the Server field, enter or select the name of the SQL

Server you want to connect to. If the SQL Server is installed locally, you can enter localhost

. b) In the Database field, enter the name of the SQL database, or click the drop-down arrow to search for all databases located on the specified server. If the specified database does not exist it will be created for you. c)

From the Authentication list, select the type of authentication you want to use. d)

If you select Windows Authentication, click Next. e) If you select SQL Authentication, enter the user name and password configured for SQL Authentication on the

SQL Server you want to connect to.

8.

Click Next.

The

Configure Proficy Service Certificates page appears.

42 Proficy* Workflow

Multiple Servers

9.

Import the security certificates as follows:

IMPORTANT: If you have not already exported the security certificates from the main server, you must do so now before proceeding.

a)

In the Certificate File field, enter the path or browse to the location where you exported the security certificates from the main server. b) Select the Proficy Certificates (*pcf) file that you created on the main server, and then click OK. c) In the Password field, enter the password that was set when you exported the security certificates.

10.

Click Next.

The imported certificates are listed.

11.

Click Next.

If the computer you are installing on has an enabled firewall, the Firewall Detected page appears.

12.

If required, make note of the port number to open on the firewall, and then click Next.

IMPORTANT: If your system uses a firewall, you must follow the instructions on the Firewall Detected page and open ports

8012, 8112, 8020, 8201, 8202, 8203, and 8204 to incoming TCP traffic. For information on opening a port in your firewall, see the online help for your Windows operating system.

The Ready to Install page appears.

NOTE: At any time during the installation configuration

process, you can click Back to go to a previous page to change

your settings.

13.

Click Install.

43

The Installing Proficy Workflow page appears, displaying the status of each installation step.

14.

When the installation is complete, click Exit.

NOTE: If the installation fails, or you want to change a configuration setting after installation completes, you can open the appropriate standalone component to configure the required information. For more information, see

Postinstallation Configuration

.

Modify server roles

If you want to alter the role of a server after installing Proficy

Workflow, use the Configure Site utility to assign services to run on each server instance.

1.

On the server machine, click Start > All Programs > Proficy

> Proficy Workflow > Configuration > Configure Site.

2.

Select the role(s) for each server instance.

NOTE: Each role can be assigned to only one server instance, but a server instance can be assigned multiple roles.

3.

Click Save, and then click Exit.

44 Proficy* Workflow

Server Clustering and Failover

Server Clustering and Failover

Proficy Workflow provides the ability to implement Microsoft®

Windows Clustering, which allows you to configure your server environment to be fault tolerant.

Proficy Workflow allows you to configure a failover cluster to maintain a consistent image of the cluster on all nodes. It also allows nodes to transfer resource ownership on demand.

A cluster is a group of independent computer systems working together as a unified computer resource. A cluster provides a single name for clients to use, a single administrative interface, and guarantees that data is consistent across nodes.

Proficy Workflow works with the Microsoft Failover Cluster Manager to ensure high availability of the Proficy SOA Server. If the primary

Proficy SOA Server node in the cluster experiences difficulties, Proficy

Workflow is automatically started on another node to take over (a process known as failover). Server high availability is managed through the Microsoft Cluster Manager.

The following information will guide you through the deployment of

Proficy Workflow in a clustered environment.

Overviews of the validated and supported cluster configurations.

Instructions for using the Microsoft Failover Cluster Manager to create a cluster.

Instructions on using the Configure Server Instance utility to configure your primary and failover servers.

45

Assumptions

It is assumed that the reader has a thorough knowledge of the following information:

Microsoft® Failover Clustering

Microsoft® Windows Server 2008 R2

Additionally, it is assumed that the instructions and guidelines provided by Microsoft for deploying server clusters using Microsoft Windows

Server 2008 R2 have been followed. For information about server clusters, visit the Microsoft TechNet web site at: http://technet.microsoft.com/en-us/library/ff182338(v=ws.10).aspx

Hardware/Software Requirements

The hardware requirements set by Microsoft for clustered server configurations must be met for systems deploying Proficy Workflow with cluster support.

Proficy Workflow server clustering and failover is supported only on Windows Server 2008 R2 Standard Edition.

Failover clustering is supported on Proficy Workflow 1.5 SP4 and greater.

SQL Server must be installed in a central location on the domain.

IMPORTANT:

All computers in a failover cluster must be on a domain.

Failover clustering is not supported on Proficy SOA legacy

servers.

46 Proficy* Workflow

Server Clustering and Failover

Proficy Workflow server clustering provides support against

hardware failures only.

Custom services managed by failover clustering must maintain their state in shared persistent memory (typically a database), and the state must always be in a consistent state because failover can occur at any time.

SQL Server Clustering

Microsoft SQL Server also supports clustering. For complete information about installing, configuring, and maintaining SQL Server failover clustering, see

Getting Started with SQL Server 2008 R2 Failover

Clustering.

The following web site provides information about the high availability features supported by the standard edition of SQL Server 2008 R2. http://msdn.microsoft.com/en-us/library/cc645993.aspx#High_availability

Supported and Validated Cluster Configurations

Before you begin installing Proficy Workflow, it is important to determine what your architecture is so you can know where to install your servers.

There are three environments that have been validated and are supported.

One cluster, two nodes

Two clusters, two nodes each

Three clusters, two nodes each

The only supported configuration of cluster groups is as follows.

47

Proficy SOA Server (single server) cluster group

Proficy SOA Server, Workflow Engine (multi-server) cluster group

Proficy SOA Server, User Server (multi-server) cluster group

Proficy SOA Server, Workflow Engine, and User Server

(multi-server) clustered groups

One Cluster, Two Nodes

Figure 1 shows an example of two Proficy SOA servers in a cluster.

Figure 1. Two Proficy SOA servers in a single cluster

Each Proficy SOA server must run the ProficyServer, ProficyPublisher, and ProficySTS services.

48 Proficy* Workflow

Server Clustering and Failover

Two Clusters, Two Nodes Each

Figures 1 and 2 show examples of two Proficy SOA servers with two

Workflow engines, in separate clusters, and two Proficy SOA servers with two User servers, in separate clusters, respectively.

Figure 1. Two Proficy SOA servers and two Workflow engines, in separate clusters

Each Proficy SOA server must run the ProficyServer, ProficyPublisher, and ProficySTS services. Each Workflow engine must run the

ProficyServer service.

49

Figure 2. Two Proficy SOA servers and two User servers, in separate clusters

Each Proficy SOA server must run the ProficyServer, ProficyPublisher, and ProficySTS services. Each User server must run the ProficyServer service.

Three Clusters, Two Nodes Each

Figure 1 shows an example of two Proficy SOA servers, two Workflow engines, and two User servers, each in its own cluster.

50 Proficy* Workflow

Server Clustering and Failover

Figure 1. Two Proficy SOA servers, two Workflow engines, and two User servers, in separate clusters

Each Proficy SOA server must run the ProficyServer, ProficyPublisher, and ProficySTS services. Each Workflow engine and each User server must run the ProficyServer service.

Microsoft Failover Cluster Manager

The Microsoft Failover Cluster Manager for Windows Server 2008 R2 is used to create the cluster and to add nodes to the cluster.

If failover clustering is not installed, use the Server Manager to install it.

For more information, visit the Microsoft TechNet web site.

51

The Microsoft Failover Cluster Manager is used to create two new

DNS entries: one to manage your server cluster and one for the services you intend to cluster. For a Proficy SOA Server cluster (even in a multi-server environment), you must add the ProficyServer,

ProficyPublisher, and ProficySTS services.

If you are using clusters in a multi-server environment and clustering

Workflow and/or User servers, only the ProficyServer service needs to be added for those servers.

Install Microsoft Failover Cluster Manager

The Microsoft Failover Cluster Manager must be installed in order to configure your failover cluster.

1.

On the server computer, click Start > Administrative Tools

> Server Manager.

The Server Manager dialog box appears.

2.

In the navigation tree, right-click Features, and then select

Add Features.

The Add Features Wizard appears.

3.

Select Failover Clustering, and then click Next.

4.

Click Install.

5.

When the installation completes, click Close.

Configure the Microsoft Failover Cluster Manager

The

Microsoft Failover Cluster Manager is used to create a new DNS entry to manage your server cluster.

Before you begin: Install Microsoft Failover Cluster Manager

52 Proficy* Workflow

Server Clustering and Failover

1.

On the server computer, click Start > Administrative Tools

> Failover Cluster Manager.

The Failover Cluster Manager dialog box appears.

2.

From the Actions menu, select Create a Cluster.

The Create Cluster Wizard appears.

3.

Follow the wizard prompts to create your cluster, as follows: a) Enter a management name for the cluster. b) If you have static IP addresses, set them. c) Add the nodes that will be part of the cluster; that is, the primary and failover servers. d) Create a service to represent the cluster name that your clients will use. e)

If you have static IP addresses, set them. f) Select Add a generic service, and then select the

ProficyServer service to add it to the service created in step d.

IMPORTANT: If you are configuring a cluster for

Workflow or User servers in a multi-server environment, only the ProficyServer service is required.

g) Repeat step 3.f to add the ProficyPublisher and ProficySTS services.

4.

On the primary server computer, start the ProficyServer,

ProficyPublisher, and ProficySTS services.

After setting up the failover cluster, the services will be running on both servers. You must either manually stop the services on the failover server, or move the service to the primary server. This enables the services on only the primary server.

53

Configure quorum options for a cluster

Although Proficy Workflow does not require a disk for clustering, it is recommended that you configure either a file share witness or a disk witness.

1.

On the server computer, click Start > Administrative Tools

> Failover Cluster Manager.

The Failover Cluster Manager dialog box appears.

2.

Select the cluster you want to configure.

TIP: If the cluster you want to configure is not displayed, then

in the console tree, right-click Failover Cluster Manager, click

Manage a Cluster

, and then select or specify the cluster you want to configure.

3.

From the Actions menu, click More Actions, and then click

Configure Cluster Quorum Settings.

4.

Follow the instructions in the wizard to select the quorum configuration for your cluster.

If you choose a configuration that includes a disk witness or file share witness, follow the instructions for specifying the witness.

5.

Optional: After the wizard completes and the Summary page appears, click View Report to view a report of the tasks that the wizard performed.

Clustering Tips

Use the clustering tips to ensure your failover cluster runs smoothly.

54 Proficy* Workflow

Server Clustering and Failover

ProficyServer Service is Marked for Deletion

Occasionally, after a server configuration, the ProficyServer service is marked for deletion. You can restore the service by running the

Configure Server utility again.

Clients on Clustered Proficy SOA Servers

Clients that are installed with clustered Proficy SOA servers will work only if the server is the primary server.

Running a Clustered Multi-server Environment

When running with both a clustered Proficy SOA server and clustered

Workflow/User servers, you must restart the primary Proficy SOA

Server and then, after a few minutes, restart the primary

Workflow/User server. This can be performed using the Microsoft

Failover Cluster Manager by taking the servers offline, and then putting them back online.

Configure a Proficy SOA Server to be clustered

The Configure Server Instance utility is used to configure the Proficy SOA

Server to work in a cluster.

Before you begin: Install a Proficy SOA Server and Client

1.

On the primary server machine, click Start > All Programs >

Proficy > Proficy Workflow > Configuration > Configure

Server.

The Configure Server Instance utility appears.

2.

Select the Create a Proficy SOA Server Instance option.

55

3.

Select the Make this machine a primary for a new failover

cluster check box.

4.

In the Cluster Name field, enter the name of the cluster you created in the Microsoft Failover Cluster Manager.

5.

Click Save, and then click Exit.

Configure the failover Proficy SOA Server for a cluster

The Configure Server Instance utility is used to configure the Proficy SOA

Server to work in a cluster.

Before you begin: Configure a Proficy SOA Server to be clustered

1.

On the backup server machine, click Start > All Programs >

Proficy > Proficy Workflow > Configuration > Configure

Server.

The Configure Server Instance utility appears.

2.

Select the Make this machine a failover backup of an

existing Server Instance option.

3.

From the Choose existing cluster drop-down list, select the cluster that you want this machine to be the failover backup for.

4.

Click Save, and then click Exit.

Server Clustering and One-Click Deployment

If you have implemented a server cluster environment and you want to use one-click deployment in that environment, additional configuration is required to set up the one-click deployment.

56 Proficy* Workflow

Server Clustering and Failover

There are two methods to choose from to configure one-click deployment in a server cluster environment.

Modify the userstartup.xml file on each client to use the cluster address.

Update the userstartup.xml.deploy

file on the server, in the

Proficy Workflow\Program\Deployment\1_5_0_0\Progr am\Data

directory, and then regenerate the one-click deployment install.

57

Security Certificates

You are required to install security certificates on all Proficy Workflow server and client machines in your system.

Security certificates are used to protect your identifiable information and to protect your computers from unsafe software. A certificate is a statement verifying the identity of a person or the security of a web site.

During the Proficy Workflow installation process, you are required to either select or generate security certificates for the ProficyPlatform,

ProficySTS, and TLS/SSL server services.

You can configure the following types of certificates:

self-signed certificates generated during the installation process

existing certificates that you installed and configured for a previous version of Proficy Workflow

legacy certificates included with the installation files

IMPORTANT: When you are importing certificates, you must select the

Mark this key as exportable

check box in the

Certificate Import Wizard

.

This allows you to back up or transport your certificates at a later time, such as when transferring the certificates to extension servers or clickonce clients.

The Proficy Workflow client computer must verify and trust the identity of the server before it can securely send a user's login and password credentials and complete the authentication process. To establish this trust, the client must trust the root of the server's certificate. That is, the client must have the certificate of the Certificate

Authority (CA) that issued the server certificate in their Trusted Root

Certificate Authorities store.

58 Proficy* Workflow

Security Certificates

When you generate new certificates or use existing certificates it will do the following.

Install a trusted root certificate.

Install a certificate to a Certificate Store (by default, the

Personal Certificate Store).

Install generated self-signed certificates to the proper

Certificate Store(s).

Register the SSL certificates to IP ports assigned to the Proficy

SOA Server.

Provide the option to use existing certificates configured for a previous version of Proficy Workflow.

Provide the option to use legacy certificates provided with the installation files.

IMPORTANT: The SSL/TLS Server Certificate must be unique to each server.

Legacy Certificates

GE Intelligent Platforms provides a set of security certificates that you can use for demonstration, development, or test purposes. It is strongly recommended that you do NOT use these certificates in a production environment.

Configure Proficy Service Security Certificates

The Configure Proficy Service Certificates utility is used to change or update the security certificates you configured during the server installation.

59

For an extension server installation (that is, a multi-server or server failover cluster), you must copy the ProficyPlatform and ProficySTS security certificates from the main server onto a disk or other portable device, and then transfer those certificate copies to your extension server(s). The SSL/TLS Server Certificate must be unique to each server.

1.

On the server machine, click Start > All Programs > Proficy

> Proficy Workflow > Configuration > Configure

Certificates.

The

Configure Proficy Service Certificates page appears.

2.

Select the appropriate certificate option. For full descriptions of the certificate options, see

Security Certificate Options.

IMPORTANT: When you are importing certificates, you must

select the Mark this key as exportable check box in the

Certificate

Import Wizard

. This allows you to back up or transport your certificates at a later time, such as when transferring the certificates to extension servers or click-once clients.

3.

Click Save, and then click Exit.

IMPORTANT: If you change the certificate option on your server(s), all remote clients connected to those servers must have their security certificates updated to match the server. Use the

Configure Client

certificates.

utility to download the new versions of the

Certificate Options

Proficy Workflow allows you to select your server security certificate configuration from multiple options. These options differ slightly depending on the type of server you are configuring.

60 Proficy* Workflow

Security Certificates

Full Server

The following table describes the information available to install security certificates on a single full server.

Option

Generate certificates unique to this installation

Description

This option allows you to automatically generate new self-signed certificates. If you are installing a multi-server or server failover cluster environment, more configuration is required on those servers.

Use the displayed certificates

Use legacy certificates included in the install

This option allows you to use previously existing certificates that you installed with a previous version of Proficy Workflow. Click the Import ellipsis button to import new versions of the certificates. Click the View ellipsis button to view each certificate.

IMPORTANT: When you are importing

certificates, you must select the Mark this key as exportable

check box in the Certificate Import

Wizard

. This allows you to back up or transport your certificates at a later time, such as when transferring the certificates to extension servers or click-once clients.

This option allows you to use the GE-supplied self-signed certificates provided with the installation files. It is recommended that you use these certificates only for demonstration, development, and test systems. For a production system, select another option.

61

Extension Server

The following table describes the information available to install security certificates on an extension server; that is, in a multi-server or server failover cluster environment.

Option

Use certificates from the main server

Use legacy certificates included in the install

Description

This option allows you to import the certificates that are installed on the main server. You must manually export the certificates from the main server to a defined location, and then import the certificate to the extension server. This option will generate an SSL certificate if the main server is using certificates generated by the install, or using legacy certificates included in the install.

This option allows you to use the GE-supplied certificates included with the installation files. It is recommended that you use these certificates only for demonstration, development, and test systems.

For a production system, select another option.

Client

When you install a remote client, the certificates that you installed on the server (that is, the single server or the main server in a multi-server or server cluster environment) are automatically downloaded and installed on the client.

If the certificates on the server are modified in any way, each client connected to the server will also have to be updated so that the certificates match those on the server.

62 Proficy* Workflow

Post-installation Configuration

Post-installation Configuration

The procedures in this section outline the various installation options for Proficy Workflow, Proficy Host, and the Web Task List.

If the installation fails, or you want to change a configuration setting after installation completes, you can open each of the installation wizard configuration pages as a standalone utility and make the required changes.

CAUTION: Changes to your installation configuration should be performed only by advanced users. If you make changes on your own, unpredictable results and behavior may occur. Contact GE Intelligent

Platforms for assistance.

Modify the server configuration for a remote client

Use the Proficy Workflow Server Configuration utility to synchronize any changes you may have made to the Proficy SOA Server with remote clients.

IMPORTANT: The

Proficy Workflow Server Configuration

available only for client-only installations.

utility is

1.

On the client computer, click Start > All Programs > Proficy

> Proficy Workflow > Configuration > Configure Client.

The Proficy Workflow Server Configuration utility appears.

2.

Optional: In the Server Computer Name field, enter the name of the computer where the server you want to connect to is installed.

If you are configuring a full server, legacy server, or multiserver environment, enter the name of the computer that the server you want to connect to is installed on.

63

If you are configuring a server cluster environment, enter the cluster name used when you set up your cluster.

3.

Optional: In the Server Instance Name field, enter the name of the server instance you want to connect to.

4.

Optional: In the Server HTTP Port field, enter the port number required to allow communication with the server.

5.

Click Save, and then click Exit.

Modify the Microsoft Active Directory Services

The Configure AD LDS Integration utility provides the ability to configure

Active Directory Lightweight Directory Service for your production environment.

1.

On the server machine, click Start > All Programs > Proficy

> Proficy Workflow > Configuration > Configure

Directory Services.

The Configure AD LDS Integration page appears.

2.

In the Configure AD LDS Integration page, do one of the following:

If Active Directory Lightweight Directory Services (AD

LDS) is not installed, the Configure AD LDS Integration page displays a message regarding its use. If AD LDS is not required, click Save.

If Active Directory Lightweight Directory Services (AD

LDS) is installed, but this installation is to be used in a test and/or development server environment, select the

Do

not use Microsoft Directory Services check box, and then click Save.

64 Proficy* Workflow

Post-installation Configuration

If this installation is to be used in a production environment, skip to the next step.

3.

For a production environment, do the following: a) Clear the Do not use AD LDS check box. b)

In the Directory Instance: Name field, enter an instance name for the ADAM directory. c) In the Port (LDAP) and Port (SSL) fields, enter valid port numbers. d) In the User Credentials: Name field, enter the name of a user that is a member of the local computer's

Administrators Group. e)

In the User Credentials: Domain field, enter the name of your company's domain. f)

In the User Credentials: Password field, enter the password for the user you entered in the Name field.

4.

Click Save, and then click Exit.

Modify the SQL server

The Configure Database utility provides the ability to make changes to your SQL Server database, as well as change the database you want to connect to.

IMPORTANT: You must install SQL Server 2008 or SQL Server 2005

SP2 before you install Proficy Workflow. For detailed information, see

Software Requirements

.

1.

Click Start > All Programs > Proficy > Proficy Workflow >

Configuration > Configure Database.

The

Configure SQL Server page appears.

65

2.

If your SQL Server is installed locally and uses Windows

Authentication, select the

Use a local SQL database with

Windows Authentication check box.

3.

If your SQL Server is either local or remote and uses either

Windows or SQL Authentication, clear the

Use a local SQL

database with Windows Authentication check box, and enter the following information:

IMPORTANT: You must install SQL Server 2008 or SQL

Server 2005 SP2 before you install Proficy Workflow. For detailed information, see

Software Requirements

.

a) In the Server field, enter or select the name of the SQL

Server you want to connect to. If the SQL Server is installed locally, you can enter localhost

. b)

In the Database field, enter the name of the SQL database, or click the drop-down arrow to search for all databases located on the specified server. If the specified database does not exist it will be created for you. c) From the Authentication list, select the type of authentication you want to use. d) If you select Windows Authentication, click Next. e)

If you select SQL Authentication, enter the user name and password configured for SQL Authentication on the

SQL Server you want to connect to.

4.

Click Save, and then click Exit.

Configure a server instance

The Configure Server Instance utility is used to create a Proficy SOA Server instance, as well as to configure server clustering.

66 Proficy* Workflow

Post-installation Configuration

1.

On the server machine, click Start > All Programs > Proficy

> Proficy Workflow > Configuration > Configure Server.

2.

Select the Create a Proficy SOA Server Instance option.

3.

In the Name field, enter a name for the server instance.

4.

Optional: In the Description field, enter a description for the server instance.

5.

Click the Advanced Configuration arrow.

6.

Select or clear the Do not create Windows Service for this

Server Instance check box, depending on whether you want this server instance to run as a Windows service.

7.

In the Service Ports fields, enter the port numbers for each of the service port types.

8.

In the IP Address field, enter the IP address of the server instance.

9.

In the Port field, enter the port number for the server instance.

10.

Click Save, and then click Exit.

Configure product options

You can create your own service providers, and then install them with

Proficy Workflow using the Configure Product Options utility.

You must have created and packaged your service provider and copied it to an accessible location.

Install one of the following server types:

Install a Proficy SOA Server and Client

Install multiple servers

67

1.

On the server machine, click Start > All Programs > Proficy

> Proficy Workflow > Configuration > Configure Product

Options.

The

Configure Product Options dialog box appears, displaying the product option files included with the server install.

2.

Click Install.

Windows Explorer opens at the

ProductOptions

folder within the Proficy Workflow installation directory.

3.

Select the product option file you want to install, and then click

Open.

NOTE: You can select only one product option at a time to install.

The product option is installed, and then the Configure Site dialog box appears.

4.

Select the server you want the product option to be installed on, click Save, and then click Exit.

5.

To uninstall a product option, select the option, and then click

Uninstall.

NOTE: You cannot uninstall the default product options that are included in the server installation.

68 Proficy* Workflow

Command Line Installation

Command Line Installation

Proficy Workflow provides the ability to install the server, client, or hosts using command line parameters.

Using command lines to install the Proficy SOA Server allows you to install multiple servers, ensuring that the same configuration data is used in all instances.

The following table describes the command line parameters that can be used.

Command Line

Parameter

/s

Description

/t filepath (where filepath is the user-defined file name)

Runs the installation setup (

SetupWorflow.exe

) in silent mode; that is, the installation occurs without displaying the user interface.

You must use the /c parameter in conjunction with the /s parameter and provide a valid configuration file name.

Runs the installation setup (

SetupWorkflow.exe

), including the user interface, and creates a configuration file that contains all of the installation configuration data.

NOTE: For security reasons, passwords are not included in the configuration data.

69

Command Line

Parameter

/c filepath (where filepath is the user-defined file name)

Description

Runs the installation setup (

SetupWorkflow.exe

and uses the configuration data found in the configuration file. When used with the /s parameter, the installation runs in silent mode.

NOTE: You can use the configuration file that was created using the /t command line parameter or you can use the sample configuration file provided in the install directory.

If you use the configuration file created by using the /t parameter, you must add the passwords before using that file with the /c parameter.

Overrides the default logging location.

)

/l filepath (where filepath is the logging directory)

70 Proficy* Workflow

Log Files

Log Files

Proficy Workflow provides a number of log files that you can use to assist you in troubleshooting various aspects of your system.

On Windows XP, all log files, regardless of the type of installation you have (that is, server, client, and so on), are located in:

..\Documents and Settings\All Users\Application Data\Proficy\Logs

.

On all other supported operating systems (Windows Vista, Windows 7, and Windows Server 2008) the log files are located in:

C:\Program

Data\Proficy\Logs

.

The log files for all installations are also accessible from the program group; that is,

Start > All Programs > Proficy > Proficy Workflow >

Logs.

71

GE Single Sign On (SSO)

You can configure Proficy Workflow to use GE Single Sign On (SSO) authentication when your users log on to the Proficy Workflow client.

NOTE: GE Single Sign On applies only to GE businesses.

Within GE, all employees are assigned an SSO ID that grants them access to internal GE web pages and resources. When Proficy

Workflow is installed within a GE business, you have the option to enable SSO authentication, so that users enter their SSO ID and password to access the system.

Configuration Settings

GE SSO authentication can be configured during the installation process, or at any time after installation using the Configure Security utility.

When setting up SSO authentication, you must configure the SSO server and SiteMinder Agent URLs. Each GE business has SiteMinder installed to protect resources on its own web server. SiteMinder Agent provides authentication for all web-based applications. The Proficy

SOA Server must be able to access this web server in order to authenticate SSO credentials. User information is retrieved from the

SSO Server.

A file named

Headers.asp

is included with the Proficy Workflow installation. Its location is:

C:\Program Files\Proficy\Proficy

Workflow\Programs

. This file must be hosted on the SiteMinder

Agent web server, and then the SSO security group must protect the file under SiteMinder.

72 Proficy* Workflow

GE Single Sign On (SSO)

The Proficy SOA Server makes a request to

Headers.asp

to get information about the SSO user who is trying to log in. The following table lists and describes the returned header information.

Header

HTTP_SM_USER

HTTP_GIVENNAME

HTTP_SN

HTTP_GESSOSTATUS

HTTP_MAIL

Description

The SSO ID of the user

First name of the SSO User

Last name of the SSO User

Status of the SSO account

E-mail address of the SSO User

When the GE SSO security group sets up Headers.asp, they must make sure that these headers are included in the response.

User Account Setup

After you configure your system for SSO authentication, you can manually set up each user's account to link to their SSO account. The account login name must be the user's SSO ID.

You can also use the SSO Authentication Failed event to schedule a workflow that will create a Proficy user account. That is, if a user with a valid SSO ID but no Proficy user account tries to log in to Proficy

Workflow, the SSO Authentication Failed event is triggered and causes the Proficy user account to be created. The SSO Authentication Failed event contains the user's SSO ID, full name, and e-mail address.

IMPORTANT: Make sure that each user belongs to the SSO Users group before creating their SSO user account. The SSO Users group is a default security group located within the

Personnel

model.

73

Log in to Proficy Workflow

1.

On the main Proficy Workflow screen, click Log in to Proficy.

The Proficy Workflow Login dialog box appears.

2.

In the Authentication Type section, select an authentication method.

Your user name and password are verified in the selected system.

Select...

Proficy

Authentication

Windows

Authentication

SSO

Authentication

If...

Your user profile is part of the Proficy

Workflow application.

Your user profile is part of the Windows domain.

IMPORTANT: To log in using

Windows Authentication, your server and client(s) must be on a domain.

Your user profile is part of SSO security.

NOTE: SSO Authentication is not available if it has not been enabled.

NOTE:

The following information applies to all regular logins except the Mobile-sized Task List:

74 Proficy* Workflow

Log in to Proficy Workflow

The computer you log on to stores the authentication type in the proficyclient.exe.config

file. When you start a new client on that computer, the authentication type you selected during your previous logon is automatically selected. However, if another user successfully logged in on that computer since your last logon, using a different authentication type, that authentication type will be selected.

If you attempt to log in using a different authentication type but the authentication fails, the authentication type is not updated in the proficyclient.exe.config

file.

3.

Proceed as follows.

If you selected...

Proficy Authentication

Go to...

Step

6

Windows Authentication Step

4

SSO Authentication

Step

5

4.

If you are using Windows Authentication and need to create user(s) in Proficy Workflow, do the following: a) Create a user account for each one with a user name and password. b) Add the user(s) to the Windows User group.

5.

If you are using SSO Authentication and need to create user(s) in Proficy Workflow, do the following: a) Create a user account for each one, using their GE SSO

ID for the user name, and a password.

75

IMPORTANT: This password is only a placeholder. When a user selects SSO Authentication on the Proficy Workflow

Login dialog box, he must enter his existing SSO password or the login fails. When a user changes his SSO password on the SSO Server, the new password must be used to log in to Proficy Workflow with SSO authentication.

b)

Add the user(s) to the SSO Users group.

6.

In the User Name field, enter your user name.

7.

In the Password field, enter your password.

8.

If applicable, in the Domain field, enter the domain name.

NOTE: If you selected Windows Authentication, you must

enter a Windows domain name in the Domain field.

The computer stores the domain name you enter in the proficyclient.exe.config

file. When you start a new client,

that domain name appears in the Domain field. However, if

another user successfully logged in under a different domain since your last logon, that domain name will be displayed.

If you attempt to log in under a different domain but the authentication fails, the domain name is not updated in the proficyclient.exe.config

file.

9.

Click OK.

76 Proficy* Workflow

Standard Windows User Account

Standard Windows User Account

Users who are not Proficy Workflow administrators must be given permission to access certain folders in order to view log files and to be able to load forms.

To provide the ability to load forms, ensure your users have permission to access

C:\Program Data\Proficy\Logs

.

To provide access to log files, ensure your users have permission to access

C:\Users\<User>\My

Documents\Proficy Workflow

.

When a form is opened, it is retrieved from the database and copied to the client computer to be loaded into Proficy

Workflow. If the My Documents folder is in a network storage location, that location is locked by user permissions, preventing the form from being created.

77

Upgrading Proficy Workflow

If you are working with versions of Proficy Workflow that are older than version 1.5, you must uninstall the previous version before installing a new version. However, as of version 1.5, you are not required to uninstall a previously installed version.

IMPORTANT: When you upgrade a Proficy server, you must also upgrade all of the remote Proficy clients that connect to that server to use the same version of Proficy Workflow.

The following upgrade paths are supported:

Upgrade from Proficy Workflow 1.5x to Proficy Workflow 2.0

Upgrade from Proficy Workflow 1.0, 1.01, or 1.2 to Proficy

Workflow 2.0

NOTE: You must first upgrade to Proficy Workflow 1.5 before

2.0.

Upgrade from Proficy Workflow 1.5x to a later version of

Proficy Workflow 1.5x

Upgrade from Proficy Workflow 1.2 to Proficy Workflow 1.5

Upgrade from Proficy Workflow 1.01 to Proficy Workflow 1.5

Upgrade from Proficy Workflow 1.01 to Proficy Workflow 1.2

IMPORTANT: As of version 1.5 Service Pack 3, there are changes to the way you can upgrade your version of Proficy Workflow.

If Proficy Workflow is already installed and the new version

to be installed is equal to or greater than the installed version, then the installed version is upgraded. For more information, see

Upgrade to a newer version of Proficy

Workflow

.

78 Proficy* Workflow

Upgrading Proficy Workflow

If Proficy Workflow is already installed, but the new version

to be installed is earlier than the installed version, you are alerted that a newer version of Proficy Workflow is already installed.

If Proficy Workflow is not installed, installing a newer

version (1.5 SP3 or greater) will perform a full install.

Uninstalling Proficy Workflow does not remove the SQL Server database or the Active Directory Lightweight Directory Services (AD

LDS) instance; all of your project data is preserved. When you install a new version and specify the same SQL Server database and AD LDS instance, then the previously configured project is automatically upgraded.

Password Security

During an upgrade installation, the account lockout capability is automatically enabled; all other password security features are disabled, by default. To enable any of the other password security features, you must use the Configure Security utility after the upgrade installation has successfully completed.

Windows Users

Proficy Workflow 2.0 supports Windows domain names with personnel names and login names. If you choose to use the new functionality included with Proficy Workflow 2.0 (that is, Active Directory Universal

Groups mapped to Proficy groups), then, when your Windows users log in, their personnel name and login name will both be updated to include the domain name, and the personnel name will change to match the login name. For example, the personnel name, John Smith and login name, johnsmith, will both change to

<domain name>\johnsmith

.

79

WARNING: If you were using Windows user accounts in a prior version of Proficy Workflow, any workflows that reference individual users will no longer work! These personnel names will NOT be updated when the

Windows users log in. You must manually change these names to include the domain name with a back slash character between the domain name and personnel name. However, if you reference personnel classes in your workflows, no change is required; the workflows will work as they did in the previous version of Proficy Workflow.

Data Item Links

If, in an earlier version of Proficy Workflow, you created data item links to Historian tag names that contain special characters, those data item links will not upgrade. You must recreate those links in the new version of Proficy Workflow.

The special characters are: ', ~, !, @, #, and $. For example, if you have an equipment property, MyProperty1, linked to a

Historian tag, HistTag#1, in Proficy Workflow version 1.01, that link will break when you upgrade to version 1.2 or 1.5.

The special character "-" is fully supported in the upgrade process; that is, data item links to Historian tags containing the

"-" character will upgrade correctly.

NOTE: Proficy Workflow 1.2 and greater support all of these special characters.

When you upgrade from Proficy Workflow 1.01, the display names of data item links from workflows or condition events to equipment properties will contain a GUID. You must reconfigure these data item links to remove the GUID. After reconfiguring the data item, the display name is updated correctly as

<EquipmentOwnerName.PropertyName>

.

80 Proficy* Workflow

Upgrading Proficy Workflow

Upgrade to a newer version of Proficy Workflow

This procedure describes how to upgrade your version of Proficy

Workflow without uninstalling the previous version.

1.

Place the installation DVD in the DVD drive. If you have

Autoplay enabled, the installation launcher splash screen appears.

NOTE: If it does not appear, run

InstallFrontEnd.exe

on the root directory of the Proficy Workflow DVD.

2.

Click Install Proficy Workflow.

The License Agreement page appears.

3.

Review the license agreement, and then click I Agree.

The Proficy Upgrade page appears.

4.

Optional: Select one or more of the following install options:

Skip the SQL Server database backup. If you want a backup of your database and have not performed your own backup, select this option.

Set up the server to run in legacy mode. If you select this option, legacy host servers, such as Plant Applications and

Proficy Host, can be configured to connect to the existing server.

5.

Click Install.

The Installing Proficy Workflow page appears, displaying the status of each installation step.

6.

When the installation is complete, click Exit.

81

NOTE: If the installation fails, or you want to change a configuration setting after installation completes, you can open the appropriate standalone component to configure the required information. For more information, see

Postinstallation Configuration

.

Upgrade custom forms

Before upgrading and starting the Proficy Workflow 1.2 or 1.5 server, ensure that all of your custom form DLLs are located in the following directory:

..\Data\AllUsers\Displays

.

If you added forms or user displays using Proficy Workflow 1.0 or 1.01, and those forms had dependencies on any Proficy assemblies, there are additional steps for upgrading.

For each form or user display in the system, do the following:

1.

Check for errors.

In the navigator, select the form or user display, and then click Global Viewer. If additional upgrade steps are required, an error displays in the Feedback Zone, indicating that the existing item could not be loaded.

NOTE: If you are using

GEFanuc.Platform.FormsLibrary.dll

, skip to step 3 and use the new file,

Proficy.Platform.FormsLibrary.dll

, found in the

Program

folder in the install directory.

2.

Update the project. a) In Visual Studio, open the source code project you originally used to build the custom form.

82 Proficy* Workflow

Upgrading Proficy Workflow

NOTE: This source code should be found somewhere on your system; it is not persisted in the Proficy Workflow database.

b) Update references to GEFanuc assemblies.

View the project’s references to see the list of assemblies it is dependent upon.

NOTE: Since Proficy Workflow version 1.01, the Proficy assemblies have been renamed from GEFanuc.*.dll to

Proficy.*.dll

; therefore, any references to assemblies named GEFanuc.* must be removed and re-added to point to the renamed assembly. For example, if the project previously referenced

GEFanuc.Platform.Core.DisplayFramework.dll

, then the project must be updated to reference

Proficy.Platform.Core.DisplayFramework.dll

.

c) Update references to GEFanuc namespaces.

The namespaces have also been changed from

GEFanuc.* to Proficy.*. Therefore, any other references to GEFanuc in your project must also be changed to Proficy.

3.

Build the project.

Build your project and continue fixing errors until you have a successful build.

4.

Save your changes.

In the Proficy client, select the form or user display in the navigator and open it in the Display Editor. An error may display indicating that the assembly or class is invalid. If the error displays, do the following: a) In the .NET Assembly field, browse to the updated version of the assembly you want to use for the form.

83

b) In the Class Name field, select the appropriate class name to use. c) Click Save to save your changes to the server and make the form available to other clients.

5.

Validate the form.

Open the form in the Global Viewer or run it in a workflow to ensure the form works as expected.

84 Proficy* Workflow

Proficy Real-Time Information Portal

Proficy Real-Time Information Portal

The Proficy SOA Server provides the ability to connect to Proficy Real-

Time Information Portal and view displays created there.

Most businesses use tools to help their decision-makers analyze sales, visualize financial data, and make process improvements that enhance the manufacture of their products. Analysis of business and process data is critical to knowing where to make investments and to learning how to improve a company's performance.

Proficy Portal provides superior data analysis tools in a personalized web environment. Using Proficy Portal and a web browser, you can make key decisions by analyzing and visualizing data from historians,

SQL relational databases, process databases, or OPC servers. By combining and comparing historical, real-time, and SQL data, you can see how the leading performance indicators for your company are progressing, allowing you to make sound business decisions.

Proficy Portal integrates well into your existing intranet or web site.

You can create links between your web server and Proficy Portal displays, allowing you to create seamless navigation between the web pages on your site and the analysis displays on the Proficy Portal server.

Proficy Portal also integrates with the Proficy SOA Server. From

Proficy SOA, you can connect directly to your Proficy Portal server to view and use your Portal displays and to retrieve data tags.

NOTE:

Proficy Workflow supports Proficy Portal v3.0 only, with

SP1 or the SIMs that are included on the installation DVD.

To connect to and view Proficy Portal displays, you must

install Java Run-time v6.0 or greater.

85

For information on adding a Proficy Portal data source connection, see

Proficy Portal Data Source.

Install Portal

The Proficy Real-Time Information Portal installation files are included on the Proficy Workflow DVD.

IMPORTANT:

Proficy Workflow supports Proficy Portal v3.0 only, with

SP1 or the SIMs that are included on the installation DVD.

You must install the Proficy Portal SIMs or SP1, which are

included on the installation CD, in order to use Proficy

Portal with Proficy Workflow.

NOTE:

Proficy Portal can be installed on a different computer than

the one Proficy Workflow is installed on.

To connect to and view Proficy Portal displays, you must

install Java Run-time v6.0 or greater.

The Proficy Real-Time Information Portal Getting Started

guide is included as a PDF in the Proficy Portal folder on the Proficy Workflow installation DVD.

1.

Place the installation DVD in the DVD drive. If you have

Autoplay enabled, the installation launcher splash screen appears.

NOTE: If it does not appear, double-click Setup.exe

from the root directory on the installation DVD.

2.

Click Browse the CD.

86 Proficy* Workflow

Proficy Real-Time Information Portal

Windows Explorer appears, displaying the folders contained on the installation DVD.

3.

Locate the Proficy Portal folder.

The installation files are located in this folder.

4.

Double-click

Setup.exe

, and then follow the installation instructions in the

Proficy Real-Time Information Portal Getting

Started guide.

87

Proficy Reporting Database

Proficy Workflow includes an option to install a reporting database.

This database can be used with any valid reporting tool, and allows you to build reports on up-to-date data that you synchronize from your production database.

For more information on the Proficy Reporting Database, see Reporting.

Install the reporting database

The reporting database allows you to use the data synchronized from your production database to build reports for your facility. You can use any reporting tool to extract the information from the reporting database and create your reports.

You must have installed a supported SQL Server version before you install the reporting database (see Software Requirements). In addition, you must select the SQL Server Integration Service (SSIS) component when you install SQL Server. Select the SQL Reporting Services component, as well, if you want to use SQL as your reporting tool.

NOTE: We recommend that you install the reporting database on a separate computer from the production database to prevent performance issues on the production database. In this scenario, additional configuration changes are required. Refer to

Configure

Component Services

for more information. However, if the Proficy SOA

Server computer meets the requirements for both databases, they can be installed on the same computer.

1.

Place the installation DVD in the DVD drive. If you have

Autoplay enabled, the installation launcher splash screen appears.

88 Proficy* Workflow

Proficy Reporting Database

NOTE: If it does not appear, double-click

SetupReporting.exe

from the root directory on the installation DVD.

2.

Click Install Proficy Reporting.

The License Agreement page appears.

3.

Review the license agreement, and then click I Agree.

4.

Select an SSIS version, and then click Next.

NOTE: This step is needed only if more than one version of

SSIS is installed. If only one version of SSIS is installed, then installation proceeds with the next step.

The

Choose Install Location page appears.

5.

Accept the default destination folder or browse for a new location, and then click

Next.

6.

In the Configure Reporting SQL Server area, enter the following information and then click Next. a) In the Server field, accept the default value if the reporting database is on the local machine with the default instance.

If the SQL Server named instance is used, enter the SQL

Server name and instance name; for example,

<servername>\<instance name>

.

NOTE: The Reporting SQL Server must be local.

b)

In the Database field, enter the name of the reporting database. This creates a new database; however, if a database of the same name already exists, this database will append to the existing one.

89

c) From the Authentication list, select the type of authentication you want to use. If you choose to use integrated security, select Windows Authentication; otherwise, select

SQL Server Authentication, and then enter the user name and password for the SQL Server.

7.

In the Configure SQL Server area, perform one of the following actions:

Leave the Use a local SQL database with Windows

Authentication check box selected, and then click Next.

Clear the Use a local SQL database with Windows

Authentication check box, enter the following information, and then click Next. a) In the SQL field, enter the name of the SQL Server where the SQL database is located. b) In the Database field, enter the name of the production

(SQL) database that you will connect to for synchronization. c)

From the Authentication list, select the type of authentication you want to use. If you choose to use integrated security, select Windows Authentication; otherwise, select SQL Server Authentication, and then enter the user name and password for the SQL Server.

8.

In the Proficy Workflow Server Configuration area, enter the following information, and then click Next.

In the Server computer name field, enter the fully qualified name of the server computer.

9.

In the Configure Security area, enter an Administrator user name and password. This can be the user name and password of any valid Proficy SOA user.

90 Proficy* Workflow

Proficy Reporting Database

10.

Click Install.

11.

Click Exit.

Configure Component Services

If your production database is on a different computer than the Proficy

Reporting Database, the following configuration changes are required.

IMPORTANT: You can perform these steps either before or after installing the Proficy Reporting Database; however, you must complete these configuration changes before you run your reporting data synchronization.

NOTE: For this procedure, your production database server is the

"server," while the reporting database server is the "client."

1.

Verify that the Distributed Transaction Coordinator service is running on both the server and client computers. a)

From the Start menu, point to Administrative Tools, and then click Services. b)

If the Distributed Transaction Coordinator service is not running, right-click it, and then click Start.

2.

On the server computer, from the Start menu, point to

Administrative Tools, and then click Component Services.

3.

In the left navigation tree, click Component Services, and then expand Computers.

4.

Right-click My Computer, and then select Properties.

The My Computer Properties dialog box appears.

5.

Click the MS DTC tab.

91

IMPORTANT: If you are using Windows 7 or Windows Server

2008, you must use the following path to retrieve these computer properties:

Component Services > Computers > My Computer >

Distributed Transaction Coordinator >Local DTC

6.

Click Security Configuration.

The Security Configuration dialog box appears.

7.

Select the following check boxes:

Network DTC Access

Allow Remote Clients

Allow Inbound/Outbound Administration

Enable Transaction Internet Protocol (TIP)

Transactions

8.

Click OK.

A message appears telling you "MS DTC Service will be stopped and restarted. All dependent services will be stopped.

Please press Yes to proceed." Click

Yes.

9.

In the My Computer Properties dialog box, click OK.

10.

If required, reboot your production database server.

NOTE: We recommend that you reboot your production database server.

11.

On the client computer, repeat steps 2 through 6.

12.

Select the Network DTC Access and Allow

Inbound/Outbound Administration check boxes.

The DTC Service is stopped and restarted.

13.

Restart the client computer.

92 Proficy* Workflow

Proficy Reporting Database

14.

Verify that the Distributed Transaction Coordinator service is running on both the server and client computers, and if required, repeat steps 1a and 1b.

Uninstall the reporting database

When you uninstall the reporting database, you can choose to remove it completely from the computer or maintain the database but lose the ability to synchronize the data from your production database.

Uninstalling the reporting database does not affect the production database or the data contained in it.

1.

From Control Panel, double-click Add or Remove Programs.

The Add or Remove Programs dialog box appears, displaying all of the programs installed on the computer.

2.

Select Proficy Reporting, and then click Remove.

3.

In the confirmation message box, click Yes.

4.

In the Uninstall Reporting message box, click Yes if you want to completely remove the reporting database from the computer.

If you select

No, the reporting database remains on the computer, but the ability to synchronize with the production database is lost; however, you can still run reports on the data stored in the database.

93

Task Controls in Proficy HMIs

The Proficy Workflow Task List can be integrated into other Proficy

HMI applications.

Workflow task controls can be integrated into existing HMI applications, such as Proficy HMI/SCADA CIMPLICITY and Proficy

HMI/SCADA iFIX. Workflow tasks are displayed in your application so you can operate them from within these applications. You use the

ActiveX Task List and Task Indicator controls to interact with and view workflow tasks. The ActiveX Task List provides users with a list of tasks for a workflow. The Task Indicator provides a user with relevant information regarding the status of the ActiveX Task List.

Proficy Task List Configuration

The configuration utility allows you to modify server information and its authentication credentials.

Before configuring the ActiveX Task List, note the following information:

Each installation of the ActiveX Task List can connect to only one Proficy Workflow server at a time.

At a single workstation, only one Task Indicator object and one ActiveX Task List object can be connected at a time per

HMI application instance.

Proficy task controls and Proficy HMIs are related, but work independently from each other. Therefore, user names and logins are separate.

94 Proficy* Workflow

Task Controls in Proficy HMIs

Like the Proficy Workflow client, the NET. TCP Port Sharing service must be enabled to use the Task List in a host application.

To change the server name, use the Configure Client utility. For more information, see

Modify the server configuration for a remote

client. If you install the ActiveX Task List on a different machine than the Proficy Server, you must access the

Configure

Client utility from the following location:

../Program

Files/Proficy/Proficy Task List/Program

.

Modify ActiveX installation configurations

NOTE: To change the server name, use the more information, see

Configure Client

utility. For

Modify the server configuration for a remote client

. If you install the ActiveX Task List on a different machine than the Proficy Server, you must access the

List/Program .

Configure Client

utility from the following location: ../Program Files/Proficy/Proficy Task

1.

From the Start menu, select the Proficy Workflow Task List

Configuration.

The Proficy Task List Configuration window appears.

2.

To add or modify a server, in the Server Name section, enter the fully qualified name of a server.

3.

To modify the login authentication, in the Server Authentication section:

Select...

Manual

Login

Control

Property

To...

prompt the user to enter a user name and password at each login. allow the user to view the user name and password in the host's object properties.

95

Select...

Password

Encryption

To...

log the user in automatically.

4.

If you selected Password Encryption in the Server

Authentication section, add user credentials in the User

Configuration section: a) In the Users panel, click Add. b)

In the Details panel, in the User Name field, enter an existing Proficy Workflow user name. c)

In the Password field, enter the password for the user name. d) In the Confirm Password field, re-enter the password.

5.

Click Save.

Install the ActiveX Task List

NOTE: At a single workstation, only one Task Indicator object and one

ActiveX Task List object can be connected at a time per HMI application instance.

1.

Place the installation DVD in the DVD drive. If you have

Autoplay enabled, the installation launcher splash screen appears.

NOTE: If it does not appear, double-click

SetupTaskList.exe

from the root directory on the installation

DVD.

2.

Click Install Task List.

96 Proficy* Workflow

Task Controls in Proficy HMIs

The License Agreement page appears.

3.

Review the license agreement, and then click I Agree.

The Choose Install Location page appears.

4.

Accept the default destination folder or browse for a new location, and then click Next.

The Proficy Workflow Server Configuration page appears.

5.

In the Server Name field, enter the name of the server that you want to install the ActiveX Task List on.

The Configure Proficy Service Certificates page appears.

6.

The security certificates are automatically downloaded from the server you are connecting to.

7.

Click Next.

The Configure Task List Authentication page appears.

8.

From the Authentication Type drop-down menu, select one of three login options, and then click Next. If you want the user name and password:

entered manually, select Manual Authentication, or

exposed in plain text, select Control Property

Authentication, or

saved automatically after initial setup, select Password

Encryption Authentication.

NOTE: You must first configure users using the

Proficy

Task List Configuration

tool.

The Ready to Install page appears.

NOTE: At any time during the installation configuration

process, you can click Back to go to a previous page to change

your settings.

97

9.

Click Install.

10.

When the installation is complete, click Exit.

98 Proficy* Workflow

Key Concepts

Key Concepts

Proficy Workflow—Powered by Proficy SOA is a unifying architecture for our software products, and a framework to leverage existing applications and functionality. The role of Proficy Workflow is to provide the components and services which, when adopted by a product line, drives common operational behavior and support.

Proficy Workflow implements the S95 standard, giving you a flexible, standards-based foundation for building applications and interfacing with other software.

Proficy Workflow contains the tools you need to create applications that can be used to facilitate the management and analysis of activities in your enterprise. Proficy Workflow provides a customizable environment that can:

host editors for building Proficy applications

display HMI screens for monitoring plant activities

display workflow tasks to operators on the plant floor

accept input into forms that can be created and routed to clients throughout the enterprise

Proficy Workflow also provides a configurable event engine that can trigger workflows and other code based on different types of internal and external triggers.

Failover Clustering

Proficy Workflow allows you to configure a failover cluster to maintain a consistent image of the cluster on all nodes. It also allows nodes to transfer resource ownership on demand.

99

Multiple Server Environments

Proficy SOA provides the ability to install across multiple servers, each of which hosts a set of services. A multi-server environment is transparent and appears to be a single server to remote clients.

The Client

The Proficy client provides a customizable environment for using various views and displays to access and use your data. Access to specific views and displays is determined by the permissions assigned to you or any group you are a member of.

The Proficy client:

Provides you with a command center for interfacing to Proficy applications and third-party legacy systems.

Provides you with a single solution-centered environment that allows you to link all aspects of the plant floor, from operations to analytics.

Allows you to customize the environment, tailoring it to your specific needs.

The diagram displays the main components of Proficy client. The table following describes these components.

100 Proficy* Workflow

Key Concepts

Figure 1. Proficy client

Cross

Reference Description

Menu bar: includes access to product information, Help

Menu, client layout modes, Global Displays, Task List, login/logout, system status.

Models list: Production, Material, Equipment, Personnel,

Events, Workflows, Global Displays, Proficy System.

Resource type list: includes all the types that you can add a resource to.

101

Cross

Reference Description

Resources: includes all the resources that you have added to the model.

Navigator: includes all the information related to your input, such as the ability to locate, add, delete, and duplicate resources.

Compatible view: displays information on the model that has been selected in the Navigator.

Display panel: displays compatible options for viewing and working with the selected resource.

Workspace: displays information related to the selected resource after an appropriate view, such as an editor, has been selected.

Information bar: includes warnings and the Feedback

Zone.

Security

Security configuration and maintenance is performed by Proficy

Workflow system administrators.

In some companies, access to the production configuration and management environment is available to everyone. In such an environment, changes to the data files and access to files and applications are not critical to the process. However, in other companies, these applications and data are critical to the process and, thus, available only to authorized personnel.

102 Proficy* Workflow

Key Concepts

For more information, see Security and Users and Groups.

Electronic Signatures and Audit Trails

Proficy Workflow provides the ability to electronically sign forms in the run-time environment and to create an audit trail of those signatures, as well as auditing other configuration changes made to the system.

You can use electronic signatures to create a more secure environment by requiring that operators electronically sign for data entry changes on forms in the Task List. An electronic signature uniquely identifies the operator making the change, and can optionally require the electronic signature of another person to verify the change. Operators no longer need to use paper and pen to record and sign for their actions, and the possibility of losing or damaging such records is essentially eliminated.

An audit trail is necessary for regulatory compliance, because it provides a method of recording actions that have been performed in the Proficy Workflow system. An audit trail helps to prove that you have control of your process and allows you to track not only what occurred, but when it occurred, and who was responsible for the occurrence. For example, an audit trail can be used to assist with an investigation of a product discrepancy.

Proficy Workflow provides the ability to generate reports based on your audit trail and electronic signature data.

For more information, see Electronic Signatures and Audit Trails.

103

Models

In Proficy Workflow, models are used to define and organize system and application information. A model is a representation of a physical structure or conceptual idea and is composed of objects that have hierarchical or other relationships between them. Rules or schemas outlining object nesting, order, number, and requirement define the structure of a model.

Production and manufacturing models are used to represent your production or manufacturing organization and operation. Based on the industry standard ISA-95, these models define basic structure rules and object relationships.

Production models share a common object-oriented system of definition using properties that can be used to define classes, definitions, and specifications. When you create your production or manufacturing structure and object relationships, the properties, classes, definitions, and specifications are used to define your processes and can be inherited by another object as a result of direct associations.

For more information, see

Material Model, Equipment Model, Users and

Groups, Production Model, and Events Model.

Navigation and Search

The navigator is one of the main components of the Proficy client, and is used to navigate models to target elements. Using the navigator, you can locate an element of focus, whether by browsing or searching. The navigator provides two tabbed panes: Navigate and Search.

The navigator is a point and click interface on all tabbed areas. The

Navigate tab is the main tab that is used to configure, set up, add, delete, and browse resources within Proficy Workflow.

104 Proficy* Workflow

Key Concepts

The Search tab provides a unique way to search all available objects created within Proficy Workflow. By using the search you can quickly locate and use objects within the system.

For more information, see Navigate Tab and Search Tab.

Display Panel

Proficy Workflow uses displays to organize editors and resource information into relevant groupings that make it easy to select, view, and configure resources. You can view and configure model resources within Proficy Workflow.

When you navigate to a resource, you are automatically shown the compatible displays of the resource you are viewing. The icons related to these displays turn green when they are compatible.

For more information, see Display Panel.

The Feedback Zone

The Feedback Zone is a tool that displays error and informational messages about the currently executing process or the operation last performed. Various components that are hosted within Proficy

Workflow can also post messages about the results of operations and tasks in the Feedback Zone.

For more information, see

Feedback Zone.

Data Sources

Proficy Workflow provides the ability to connect to external data sources to access the data contained within those applications.

105

When these data sources are configured, their data (for example, tags, displays, SQL statements) are used to bind to data items in equipment, workflows, and condition events. The available data sources and their uses are as follows:

The Proficy Historian data source allows you to connect to

Historian servers to read from and write to Historian data tags.

You add Historian tags to Proficy Workflow and then use those tags as data sources throughout Proficy Workflow.

The Proficy Portal data source allows you to connect to Portal servers through Proficy Workflow. Portal servers allow you to read from and write to iFIX and OPC data items, and execute

Portal SQL statements. The Portal server makes its displays available, which you can select and view using the Global

Viewer, based on user credentials.

An OPC client provides direct access to data served by OPC

Data Access (DA) servers without relying on Proficy Historian or Proficy Portal as a bridge between an OPC server and

Proficy Workflow.

The Data Source Editor is used to select the data tags and other data items to be used when configuring data items, as well as when configuring connections to Proficy Portal servers, Proficy Historian servers, and OPC clients.

NOTE:

You can add up to 3000 data items from each data source

you connect to.

The Portal and/or Historian server you want to connect to

must be on the same network domain or workgroup as the

Proficy Workflow server.

106 Proficy* Workflow

Key Concepts

You can configure each Historian and Portal server only

once.

For information on working with data items, see Data Items.

NOTE: The Proficy Portal installation CD is included with the Proficy

Workflow installation package. For information about Proficy Portal, see the

Proficy Portal Real-Time Information Portal Getting Started

guide and the Proficy Real-Time Information Portal online help.

Service Providers

Proficy Workflow provides the ability to connect to external applications, called service providers. These service providers allow you to publish and use the data in those applications within Proficy

Workflow.

NOTE: The Plant Applications service provider (PASP) is provided only for legacy support beginning with Plant Applications version 6.1. New applications, including workflows, should be developed using the

MESCore service provider. GE Intelligent Platforms plans to upgrade only the MESCore service provider.

The Plant Applications service provider provides services to publish the Plant Applications plant model, product, and event resources, and to support operations relevant to the resources. Proficy Workflow clients can then browse Plant Applications resources, such as production lines and units, variables, products and events, and link to or call the interface functions to access Plant Applications data and event services.

107

The MESCore service provider provides services to publish the Plant

Applications plant model, product, and event resources, and to support operations relevant to the resources. Proficy Workflow clients can then browse Plant Applications resources, such as production lines and units, variables, products and events, and link to or call the interface functions to access Plant Applications data and event services.

In order to connect to Plant Applications, you must install a Proficy

Host and the Plant Applications Service Provider. For more information, see Plant Applications Service Provider and Proficy Host.

One-Click Deployment

One-click deployment allows you to deploy Proficy Workflow to users without running a client installation on their computers. It also provides the ability for a client to update itself when the server is upgraded.

For more information, see

One-Click Deployment.

Forms and User Display Designer

The Designer is a graphical design application that allows you to easily create forms and user displays and publish them to the Proficy SOA

Server where other authors can access and use them.

For more information, see Forms and User Displays.

User Solutions

Proficy Workflow provides the ability to create user-defined solutions.

User solutions provide a way to organize the user displays that you create.

108 Proficy* Workflow

Key Concepts

User solutions are displayed in the solution panel as separate and distinct solutions. When you create a user solution, it automatically appears in the solution panel.

For more information, see User Solutions.

Task List Controls

Workflow task controls can be integrated into existing HMI applications, such as Proficy HMI/SCADA CIMPLICITY and Proficy

HMI/SCADA iFIX. Workflow tasks are displayed in your application so you can operate them from within these applications. You use the

ActiveX Task List and Task Indicator controls to interact with and view workflow tasks.

For more information, see Task Controls in Proficy HMIs.

Integrated Products–Workflow

Proficy Workflow is a user-configurable, dynamic, decision-making engine for integrating automated and manual business and production processes across system and departmental boundaries—promoting reliable, repeatable process execution.

Proficy Workflow consists of a workflow execution engine, which is the core component of Proficy Workflow's process management system. The engine is responsible for interpreting workflows, controlling multiple workflow instances, and sequencing subprocesses and activities.

Workflows consist of programs that can carry out complex activities, respond to events and data changes, and write values back out to the

Proficy data models or through external connectors.

For more information, see Workflows.

109

User-Defined Activities

User activities allow you to develop and store standard and frequently used activities. They are configured in isolation, can be reused in various subprocesses, and have the capability of taking input and output parameters. When a user activity is used by a workflow or subprocess, it cannot be deleted. It also cannot be edited if a workflow that uses the activity is running. A subprocess may be composed of several user activities.

For more information, see User Activities.

Reporting Database

Proficy Workflow includes an option to install a reporting database.

This database can be used with any valid reporting tool, and allows you to build ad-hoc reports on up-to-date data that you synchronize from your production database.

For more information, see Reporting Database and Reporting Data

Synchronization.

Proficy Host / Embeddable Proficy Host

Proficy Workflow provides support that allows service providers from other products in the Proficy product family, such as Proficy Plant

Applications, to integrate and interact with a master Proficy SOA

Server. This integration allows you to publish data from these products to the Directory of Resources and access it from within the Proficy client.

Help

There are three ways to access the Proficy Workflow help:

110 Proficy* Workflow

Key Concepts

Ribbon Bar: Click

F1: Click anywhere in the Proficy client and press F1 on your keyboard.

Program Group: From the Start menu, point to All Programs, then Proficy, then Proficy Workflow, and then click Proficy

Help.

There are several ways to use the help:

Table of Contents: The table of contents is organized into books and pages. Click a book or page to display its contents.

Double-click a book to expand it and display the books and pages nested below it.

Index: To access the online help index, click the Index tab in the left-hand pane.

In the Proficy Workflow help index, you can search for topics by keyword. Type a keyword in the box, or select one from the list.

When you find the topic that you want, double-click it to display that topic. If more than one topic applies to the keyword, the Topics Found dialog box appears listing all topics that apply to that keyword.

Full-text Search: To access the online help full-text search, click the Search tab in the left-hand pane.

Use the Search tab to perform full-text searches in the help. If your search results include too many results, you can enter additional terms to narrow down the list. Click the button to add boolean terms to your search expression, such as AND,

OR, NEAR, and NOT.

111

If you want to search for a specific phrase, enclose the phrase in quotation marks.

112 Proficy* Workflow

One-Click Deployment

One-Click Deployment

One-click deployment allows you to deploy Proficy Workflow to users without running a client installation on their computers. It also provides the ability for a client to update itself when the server is upgraded.

Prerequisites

IMPORTANT: Before you can use one-click deployment, you must complete the following prerequisites:

.NET 4.0 Full Install must be installed on the computer

where one-click deployment will be used.

The NetTCPPortSharing service must be enabled and

started.

Security certificates cannot be deployed remotely. Install

your certificates using one of the following methods:

Run the

ConfigureClient.exe

utility, which is located on the installation DVD. This executable file downloads the certificates from the server and must be run on each computer that uses one-click deployment.

Manually install a copy of the certificates by copying

them from the server to a disk or other portable device, and then installing them, or by using your IT department's method of delivering and installing files.

MIME types must be added to each computer in order for

the .manifest

and

.deploy

files to work correctly. For more information, see the following:

 http://msdn.microsoft.com/en-us/library/ms228998(VS.85).aspx

113

 http://msdn.microsoft.com/en-us/library/ms752346.aspx

 http://www.microsoft.com/technet/prodtechnol/WindowsServer

2003/Library/IIS/cd72c0dc-c5b8-42e4-96c2b3c656f99ead.mspx?mfr=true

Administrator Installation

When an administrator installs Proficy Workflow on a server computer, the files required for the one-click deployment are installed when you perform a server installation.

On 32-bit computers, these files are located in a folder called

Deployment in the following location:

<install dir>\Program Files\Proficy\Proficy Workflow\

Program\Deployment

On 64-bit computers, these files are located in a folder called

Deployment in the following location:

<install dir>\Program Files (x86)\Proficy\Proficy

Workflow\Program\Deployment

An Administrator user must share this folder on the server computer and, then users can access it through a web page. The file used for oneclick deployment is:

ProficyClient.application

You can create a web page, a button, or any means of access you want to use to make one-click deployment available to your users.

114 Proficy* Workflow

One-Click Deployment

Each time a user invokes one-click deployment, it checks for any code updates, such as patches and service packs, that have been applied to the server (and subsequently to the one-click deployment files) and applies those changes to the one-click client. This allows your users to always be working with the same version of code as the server.

After installing Proficy Workflow on the server computer, you can copy the Deployment folder to another location for users to access. If you copy the folder to another location, you must re-copy the folder whenever code updates are applied in order for users to get the updates.

IMPORTANT: Do not move the

Deployment

folder from its install location. If this folder is moved, code updates cannot be applied to it.

115

Supported Regional Settings

Proficy Workflow supports the following regional settings available in the Windows Control Panel.

Decimal symbol - one character

Digit grouping symbol

List separator - one character

Time style

Time separator

Short date style

Date separator

NOTE: The decimal symbol and the digit grouping symbol cannot be the same character. Also, the time separator and the date separator cannot be the same character.

Time and Date

Avoid changing the time style or short date style in regional settings to values that are outside of the standard styles provided. Changing these values to non-standard styles may result in improperly formatted times and dates in some parts of Proficy SOA.

Proficy SOA supports the following short date formats, some of which may not be available in certain language versions of Windows:

dd/mm/yy or dd/mm/yyyy

dd/yy/mm or dd/yyyy/mm

mm/dd/yy or mm/dd/yyyy

116 Proficy* Workflow

Supported Regional Settings

mm/yy/dd or mm/yyyy/dd

yy/dd/mm or yyyy/dd/mm

yy/mm/dd or yyyy/mm/dd

Regional Language Setting

Avoid changing the language setting when Proficy SOA is running.

System Default Locale

The selected locale must be set as the system default.

117

Daylight Saving Time

In Proficy Workflow, all dates and times are stored independent of time zones, in UTC format.

118 Proficy* Workflow

Special Keyboard Buttons

Special Keyboard Buttons

Some computer keyboards have special buttons for e-mail launch,

Internet launch, search, and other functions. These keyboard buttons may disable certain key macros or allow users to circumvent Proficy

Workflow security measures.

We recommend that you reprogram or disable the software that operates such special buttons. Refer to your computer's documentation for instructions on disabling these buttons.

119

SQL Server Backup and Restore

Proficy Workflow utilizes SQL Server 2008 to store information. In order to ensure that the integrity of the information is maintained, it is important to back up your database on a regular basis. In addition to backing up and restoring your Microsoft SQL Server database, maintenance plans can assist in keeping your systems up and running.

Refer to your SQL Server manual or Microsoft's web site for additional information on backing up, restoring, and maintaining your SQL database.

120 Proficy* Workflow

Contact Information

Contact Information

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

General

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

Comments about our manuals and online Help:

Additional information:

Solution Provider:

Authorization: [email protected] www.ge-ip.com [email protected] [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:

Telephone:

International Americas direct dial:

Technical support e-mail:

Customer care e-mail:

Inside Sales:

Primary language of support: www.ge-ip.com/support

1-800-433-2682

1-434-978-5100 [email protected] [email protected] [email protected]

English

121

Europe, Middle East, Africa

Online technical support:

Telephone:

Technical support e-mail:

Customer care e-mail: www.ge-ip.com/support

+800 1-433-2682 [email protected] [email protected]

Inside Sales: [email protected]

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

Czech, Spanish

Asia Pacific

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

Telephone:

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

Technical support e-mail:

Customer care e-mail:

+86-400-820-8208 [email protected] (China)

[email protected] (Japan)

[email protected] (other Asian locales) [email protected]

[email protected] (China)

122 Proficy* Workflow

Index

Index

ActiveX Task List ......................................... 94

AD LDS ......................................................... 30

Administrator installation ....................................................... 23

Aladdin HASP key troubleshoot ................................................... 18

Aladdin HASP USB key .............................. 19

Audit trails.................................................... 103

Backup

SQL server .................................................... 120

Certificate Authority .................................... 58

Certificates existing ............................................................ 58 legacy ............................................................... 58 self-signed ....................................................... 58

Client UI ....................................................... 100

Clients clustering ......................................................... 55

Clustering clients .............................................................. 55 multi-server ..................................................... 55 one-click deployment .................................... 56

Data sources ................................................ 105 data items ...................................................... 106

Historian ....................................................... 106

OPC ............................................................... 106

Portal ............................................................. 106

Deploy service providers ............................................ 39

Displays ........................................................ 105

DTC reporting ......................................................... 91

Electronic signatures .................................. 103

Failover cluster hardware requirements .................................... 2

Firewall ports ................................................................ 27

Forms ............................................................ 108

Hardware key defective .......................................................... 18 troubleshoot ................................................... 18

Hardware requirements failover cluster .................................................. 2 legacy server...................................................... 2 multi-server ....................................................... 2

HASP M4 keys .............................................. 16

Headers.asp .................................................... 72

Help ............................................................... 110

HMI .............................. See ActiveX Task List

HyperV ............................................................ 14

Legacy server hardware requirements .................................... 2

License reinstall ............................................................ 18

MIME types ................................................. 113

Models ........................................................... 104

Multi-server clustered .......................................................... 55 deploy service providers ................................ 39 hardware requirements .................................... 2

Navigation .................................................... 104

One-click deployment clustering ......................................................... 56

Parameters command line installation ............................. 69

Performance considerations ......................... 8

Ports firewalls ........................................................... 27

ProficyServer Service marked for deletion ....................................... 55

Reinstall licensing .......................................................... 18

Reporting

DTC ................................................................ 91

SQL Reporting Services ................................ 88

SSIS ................................................................. 88

Restore

SQL server .................................................... 120

123

Search ............................................................ 104

Security .......................................................... 102

Service providers ......................................... 107

Single Sign On ............................................... 26

SiteMinder ...................................................... 72

SQL server backup ..................................... 120

SQL Server Integration Service (SSIS) reporting ......................................................... 88

SQL server restore ...................................... 120

SSO Authentication Failed ......................... 73

SSO Users group........................................... 73

Task Indicator................................................ 94

Troubleshooting

Aladdin HASP key ......................................... 18 hardware key ................................................... 18

Uninstalling

AD LDS .......................................................... 79

SQL server database ...................................... 79

User interface

Proficy Workflow ........................................ 100

User Solutions ............................................. 108

User-defined activities ............................... 110

UTC .............................................................. 118

Virtualized environment ................................ 6

VMWare ..........................................................14

VMWare ESX ................................................14

124 Proficy* Workflow

Was this manual useful for you? yes no
Thank you for your participation!

* Your assessment is very important for improving the work of artificial intelligence, which forms the content of this project

Download PDF

advertisement

Table of contents