Proficy Plant Applications 4.2 Getting Started

Proficy Plant Applications 4.2 Getting Started

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Preparing for Plant Applications Web Server

Installation

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

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

Install Necessary Windows Components

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

Therefore, you must manually install additional components.

To install Windows 2003 Components

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

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

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

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

Ensure the following components are installed (checked): o

Application Server Console o

ASP.NET o

Enable Network COM+ access o

Internet Information Services (IIS).

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

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

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

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

Enable the following components: o

Active Server Pages o

Server Side Includes o

WebDAV Publishing o

World Wide Web Service

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Click OK until you return to the Windows Components Wizard.

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

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Click Finish.

To install Windows 2008 Components

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Open Server Manager.

Click Roles. The Roles Summary section appears.

Click Add Roles. The Add Roles Wizard appears.

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

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

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

Click Next. The Select Role Services page appears.

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

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

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

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Click Next. The Select Role Services page appears.

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Ensure the following are selected: o

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

Add

Required Role Services. o

ASP o

Server Side Includes o

Basic Authentication o

Windows Authentication o

IIS Client Certificate Mapping Authentication o

IIS 6 Management Compatibility o

FTP Publishing Service o

WebDAV Publishing

NOTE:

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

19ae02321385&displaylang=en

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Click Next. The Confirm Installation Selections page appears.

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Click Install. The Installation Progress page appears.

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

Back up the IIS Metabase Configuration

IIS 6.0

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

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

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IIS 7.0

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

Configuring Internet Explorer for Web Reports

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

To configure Internet Explorer

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

Click the Security tab and select Local Intranet.

Click Custom Level. The Security Settings dialog box appears.

Scroll down to User Authentication and select Automatic logon with current

username and password. Click OK.

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

Settings dialog box appears.

Scroll down to User Authentication and select Automatic logon with current

username and password. Click OK.

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

Do the following:

a b c

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

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

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

http://localhost

, and then click Add.

Click Close.

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

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Select Override automatic cookie handling and click OK.

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

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

Installing the Plant Applications Web Server

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

NOTE:

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

IMPORTANT:

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

To install the Plant Applications Web Server

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

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

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

Click Yes to proceed with the installation.

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

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

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IMPORTANT:

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

Proficy Server on another computer.

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

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

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

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

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

NOTE:

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

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

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

• To choose a different location, click Browse.

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

NOTE:

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

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

(RTIP). Click OK.

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

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

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

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

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

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

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

Post-installation Web server Configuration

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

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

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

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

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

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

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

Templates o

Reports o

Reportserver

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

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

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

…\inetpub\wwwroot folder.

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

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

Users and Groups.

To configure Excel 2003

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

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

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

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

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

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

Options dialog box appears.

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

The correct Default Server is displayed. o

The correct User is displayed. o

The Status is Connected.

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

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

Server dialog box appears.

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

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

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Click Save to update the registry settings.

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

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

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

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

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

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

Disable AutoRecover options.

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Click OK and close Excel.

To configure Excel 2007

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

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

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

Click the Add-Ins category.

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

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

Acknowledge the message.

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

Plant Applications AddIn Options dialog box appears.

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

The correct Default Server is displayed. o

The correct User is displayed. o

The Status is Connected.

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

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

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

Server dialog box appears.

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

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

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Click Save to update the registry settings.

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

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

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

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

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Click Save.

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Clear the Save AutoRecover information every option and select the Disable

AutoRecover for this workbook only option.

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Click OK and close Excel.

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To update the DCOM permissions for the Excel and Access Components

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

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

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

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

Application Properties dialog box appears.

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

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

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

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Ensure Everyone is highlighted and allow all permissions under Permissions for

Everyone. Click OK.

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

The Access Permission dialog box appears.

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

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

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Ensure Everyone is highlighted and allow all permissions under Permissions for

SELF. Click OK.

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Click OK.

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

Microsoft Office Access Application Properties dialog box appears.

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

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

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

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Ensure Everyone is highlighted and allow all permissions under Permissions for

Everyone. Click OK.

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

The Access Permission dialog box appears.

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

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

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Ensure Everyone is highlighted and allow all permissions under Permissions for

SELF. Click OK.

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Click OK.

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Close the Component Services page.

To verify the virtual directories have been created

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

Manager or Internet Information Services (IIS) Manager.

Expand the IIS tree and open the Web Sites folder.

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

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

Apps o

Reports o

ReportServer

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

ProficyDashboard

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