PlantCruise by Experion Software Installation User's GuideCVDOC-X136-en-1101AJanuary 2014 Release 110.1DisclaimerThis document contains Honeywell proprietary information. Information contained herein is to be used solelyfor the purpose submitted, and no part of this document or its contents shall be reproduced, published, ordisclosed to a third party without the express permission of Honeywell International Sàrl.While this information is presented in good faith and believed to be accurate, Honeywell disclaims the impliedwarranties of merchantability and fitness for a purpose and makes no express warranties except as may be statedin its written agreement with and for its customer.In no event is Honeywell liable to anyone for any direct, special, or consequential damages. The informationand specifications in this document are subject to change without notice.Copyright 2014 - Honeywell International SàrlContentsIntroduction to PlantCruise by Experion installation (5)Overview of PlantCruise by Experion systems (6)Overview of PlantCruise by Experion Software Installation Server (PSIS) (7)Overview of PlantCruise by Experion installation methods (8)Before you begin (9)Hardware and software requirements (10)Hardware requirements (10)Software requirements (11)Guidelines for naming PlantCruise by Experion Engineering Station (12)Installation considerations (13)Turning off the Windows automatic updates option (14)Setting up the screen resolution and color quality (15)Configuring visual effects for increased performance (16)Customizing the power options (17)Disabling automatic disk defragmentation (18)Turning off the Windows Defender (19)Disabling the fast user switching option (20)Disabling the antivirus services and applications (21)Setting up a PSIS repository (22)Engineering Station installation (25)Installing Engineering Station on an entry level system (26)Configure Network Interface Cards (26)Install the software protection key (27)Start the installation application (27)Continue installation on an entry level system (28)Installing Engineering Station on a high capacity system (30)Configure Network Interface Cards (30)Install the software protection key (31)Start the installation application (31)Continue installation on a high capacity system (32)Direct Station installation (35)Configuring Network Interface Cards (36)Start the installation application (38)Installing Direct Station (39)Simulation environment installation (41)Installing simulation environment on a system with Windows 7 operating system (42)Configure Network Interface Cards (42)Start the installation application (43)Continue installation on a system with Windows 7 operating system (43)Installing simulation environment on a system with Windows Server 2008 operating system (45)Configure Network Interface Cards (45)Start the installation application (46)Continue installation on a system with Windows Server 2008 operating system (46)3CONTENTSeServer installation and configuration (49)Configuring Network Interface Cards (50)Start the installation application (51)Installing eServer (52)Configuring eServer (53)Post installation tasks (55)Configuring the network (56)Determine the FTE adapters (56)Set IP Address and device index for FTE adapters (56)Configure the hosts file (57)Build redundancy link (58)Customizing the system (59)Disable operator password timeout (59)Configure dual display on Direct Station (59)Setting system preferences using Control Builder (61)Configure general properties (61)Configure properties for pins and wires (62)Change the base IP address for FTE nodes (62)Protecting against viruses (63)Configure antivirus software guidelines (63)Configure McAfee VirusScan (63)Supplementary installation tasks (65)Configuring PlantCruise by Experion in a domain (66)Add a node to a Windows domain (66)Run LinkDomainGroups.vbs script (66)Backing up your system (68)Starting and stopping PlantCruise servers (69)Starting and stopping PlantCruise by Experion Direct Station (70)Changing the Engineering Station configuration (71)Notices (73)Documentation feedback (74)How to report a security vulnerability (75)Introduction to PlantCruise by Experion installationRelated topics“Overview of PlantCruise by Experion systems” on page 6“Overview of PlantCruise by Experion Software Installation Server (PSIS)” on page 7“Overview of PlantCruise by Experion installation methods” on page 85INTRODUCTION TO PLANTCRUISE BY EXPERION INSTALLATIONOverview of PlantCruise by Experion systemsSupported system typesPlantCruise supports the following system types.•Entry level systems: Used for small scale systems. The PlantCruise nodes of entry level systems are hosted on Dell 3010/HP Compaq 6305 platforms.•High capacity systems: Used for large scale systems. The PlantCruise nodes of high capacity systems are hosted on Dell PowerEdge T110 II platforms.Supported nodesPlantCruise supports the following types of nodes.•Entry level Engineering Station•High capacity Engineering Station•Direct Station•Simulation Environments•eServerINTRODUCTION TO PLANTCRUISE BY EXPERION INSTALLATION Overview of PlantCruise by Experion Software Installation Server (PSIS) PlantCruise Software Installation Server (PSIS) can be set up only on a local hard drive, a portable USB harddrive, or a removable USB drive. Setting up PSIS includes installing all the PlantCruise software on a sharedfolder (the shared folder is created on local hard drive or USB drive) which can be accessed over a network toperform PlantCruise installation on one or more systems.PSIS provides a single repository for all PlantCruise software and can be used for installing PlantCruisesoftware on multiple systems simultaneously. PSIS can be updated for any media updates or new mediareleases.7Overview of PlantCruise by Experion installation methodsYou can install PlantCruise using one of the following methods.•Installation using PlantCruise Software Installation Server (PSIS)•Installation using DVDPSIS can be setup on a network share, USB drive, or a removable hard drive.During PlantCruise installation, an internal account, HPSInstall is created to continue with installation without requiring user interaction when restarts are required.This account is automatically created when the system restarts the first time during the installation. Log on to HPSInstall account using MNGR password.CAUTIONThe HPSInstall account is reserved for automatic login after every restart during the PlantCruise installation. Do not create this account manually for the purpose of an Administrator account.Attention•If the installation fails or is interrupted before completion, the system must be restarted. Log on to HPSInstallaccount using MNGR password. After logging in successfully, run the setup.exe from the ESIS location ,depending upon the mode of installation.•The HPSInstall account is only created when restarts are required to complete the installation.•The HPSInstall account is disabled automatically after the installation is complete.•To ensure that the security descriptor for the account is not lost, the account must not be deleted.INTRODUCTION TO PLANTCRUISE BY EXPERION INSTALLATIONBefore you beginRelated topics“Hardware and software requirements” on page 10“Guidelines for naming PlantCruise by Experion Engineering Station” on page 12“Installation considerations” on page 13“Turning off the Windows automatic updates option” on page 14“Setting up the screen resolution and color quality” on page 15“Configuring visual effects for increased performance” on page 16“Customizing the power options” on page 17“Disabling automatic disk defragmentation” on page 18“Turning off the Windows Defender” on page 19“Disabling the fast user switching option” on page 20“Disabling the antivirus services and applications” on page 21“Setting up a PSIS repository” on page 229BEFORE YOU BEGINHardware and software requirements Hardware requirementsSoftware requirementsGuidelines for naming PlantCruise by Experion Engineering StationCAUTIONYou cannot change the computer name of the PlantCruise Engineering Station after the installation. However, ifyou want to change the computer name, you must reinstall the Engineering Station software.All PlantCruise Engineering Station/Direct Station computers must have a unique fixed name and IP address.The following are the basic restrictions when naming the Engineering Station/Direct Station computers.•The computer name must be 14 characters, or less, in length.•The computer name must begin with an alphabetic character. For example a to z, or A to Z.•The computer name cannot contain spaces or other non-standard characters.•For non-redundant Engineering Station nodes, the computer name MUST NOT end with A or B.•For redundant Engineering Station nodes, the computer name MUST end with A or B.•The computer name must not end with "0" or "1". (Ending a name with 0 or 1 may result in communication failure if you have redundant networks, because 0 and 1 suffixes are appended to the computer names in hostfiles to identify redundant links.)Installation considerationsEnsure that the following tasks are performed before you begin installation.•You must use a user account with administrative privileges to install PlantCruise. Do not use the default Windows administrator account.•For redundant systems, the node hardware for Engineering StationB and Engineering StationA must be identical.•If User Account Control dialog box appears, click Continue or Allow as applicable to proceed with the task.•Verify the operating system installed on your system by performing the following:1.On the Start menu, right-click Computer and then click Properties.2.Verify the system information in the System Properties window.Turning off the Windows automatic updates optionIt is strongly recommended not to install any updates that are not qualified by Honeywell. Honeywell qualifiesMicrosoft security updates/patches to ensure that the update or patch works in conjunction with the PlantCruisesoftware. After qualifying any Microsoft patches/updates, the customers are notified and the updates are madeavailable through the Honeywell Process Solutions website.To turn off Window automatic updates option1Perform the following steps.Windows Server 2008 1.In the Windows Control Panel classic view, double-click Windows Update.2.In the left pane, click Change Settings.3.Click Never check for updates (not recommended).Windows 7 1.In the Windows Control Panel large or small icon view, double-click Windows Update.2.In the left pane, click Change Settings.3.Under Important updates, click Never check for updates (not recommended).2Under Recommended updates, clear the check box.3Click OK and close the Windows Update dialog box.Setting up the screen resolution and color qualityTo set up screen resolution and color quality for Microsoft Windows Server 2008 Standard operating system1Click Start > Control Panel.The Control Panel window is displayed.2Double-click Personalization.3Click Display Settings.4In the Monitor tab, move the slider to the required resolution. Ensure that the resolution is at least 1024x768 or above.5From the Colors drop-down list, select color as Highest (32 bit).6Click Apply and OK.7Close the Display window.To set up screen resolution and color quality for Microsoft Windows 7 Professional (32-bit) operating system1Click Start > Control Panel.The Control Panel window is displayed.2Click Display, and then click Adjust Resolution.3Select the resolution as 1280x1024 (recommended) from the drop-down list.OrMove the slider to the resolution required. Ensure that the resolution is at least 1024x768 or above.4Click Apply.5Click Keep changes to retain the new resolution.6Click Advanced Settings and click the Monitor tab.7From the Colors drop-down list, select the color as True Color (32 bit).8Click OK.9Click Yes to confirm the color quality change, and click OK.10Close the Display window.Configuring visual effects for increased performanceTo customize the performance settings1Perform the following steps.Windows Server 2008•In the Windows Control Panel classic view, double-click System.Windows 7•In the Windows Control Panel large or small icon view, click System.2In the left pane, click Advanced System Settings.The System Properties dialog box appears.3On the Advanced tab, click Settings under Performance.The Performance Options dialog box appears.4On the Visual Effects tab, click Adjust for best performance.5Click Apply and then click OK.6Click OK to close the System Properties dialog box, and then close the System window.Customizing the power optionsTo customize the power options1Perform the following :Windows Server 2008•In the Windows Control Panel classic view, double-click Power Options.•Click Change settings that are currently unavailable.•Under Preferred plans, click Power Saver and then click Change plan settings.•Click Change settings that are currently unavailable.Windows 7•In the Windows Control Panel large or small icon view, click Power Options.•Under Preferred plans, click Power Saver and then click Change plan settings.2In the Turn off the display list, click Never.If Put the computer to sleep option appears, click Never.3Click Save Changes.4Close the Power Options window.Disabling automatic disk defragmentationTo disable automatic disk defragmentation1Click Start > Computer.The Computer window appears.2Right-click Local Disc (C:) and click Properties.The Local Disc (C:) Properties window appears.3Click the Tools tab.4Under Defragmentation, click Defragment Now.The Disc Defragmenter dialog box appears.5Perform the following steps:Windows Server 2008•Clear the Run on a Schedule (recommended) checkbox and click OK.Windows 7 1.Click Configure schedule.The Disc Defragmenter: Modify Schedule dialog box appears.2.Click Select disks.The Disc Defragmenter: Select Disks For Schedule dialog box appears.3.Clear the Automatically defragment new disks checkbox and click OK.4.Clear the Run on a Schedule (recommended) checkbox and click OK.6Click Close to close Disc Defragmenter window.7Click OK to close Local Disc (C:) Properties window.8Close the Computer window.Turning off the Windows DefenderIf you have Windows Defender enabled in your system, perform the following steps to disable WindowsDefender for improved performance. Note that this procedure is applicable only for Windows 7 nodes.To turn off the Windows Defender1Click Start > All Programs.2Click Windows Defender.The Windows Defender dialog box appears.3Under Settings, click Tools and then click Options.4Under Administrator Options, clear the following check boxes.•Allow everyone to use Windows Defender•Use Windows Defender5Click Save.A dialog box with the message “Windows Defender is turned off” appears.6Click Close to close the Windows Defender dialog box.Disabling the fast user switching optionYou must disable fast user switching in order to prevent multiple users from logging on to the systemsimultaneously.To disable the fast user switching option1Click Start > Run and type gpedit.msc.The Local Group Policy Editor dialog box appears.2In the left side of the window, under Local Computer Policy expand Computer Configuration > Administrative Templates > System and click Logon.3Double-click Hide entry points for Fast User Switching.The Hide entry points for Fast User Switching dialog box appears.4Click Enabled, and then click OK.5Close the Local Group Policy Editor dialog box.BEFORE YOU BEGIN Disabling the antivirus services and applicationsTo ensure proper installation of the software, before you begin with PlantCruise installation, disable theantivirus services, if antivirus is already installed on the system.To disable the antivirus services and applications1Click Start > Run and type msconfig.The System configuration Utility dialog box appears.2In the Services tab, turn off all antivirus services and applications.3Enable and restart these services and applications after the installation is complete.AttentionEnsure that you restart the antivirus services after you have completed installation.BEFORE YOU BEGINSetting up a PSIS repositoryPSIS repository consists of a copy of the PlantCruise installation media , required for installation. You cancreate a PSIS repository on a local hard disk that can be accessed using a network share.AttentionThis section is applicable only if you want to install PlantCruise from PSIS repository.Prerequisites•Create a folder that functions as the PSIS repository, in the required location. The destination folder can be created only on local system drives.•Ensure that minimum space of 4 GB is available on the PSIS server for setting up the PSIS repository.•Ensure you have .Net 2.0 (minimum) installed on your system.•Disable On-Access Scan for your antivirus program prior to starting the PSIS setup. Ensure that you enable On-Access Scan for your antivirus program after you have completed the PSIS setup.To set up the PSIS1Insert the PlantCruise installation media then click Run PlantCruise by Experion Media Browser in the AutoPlay dialog box.The Honeywell – PlantCruise by Experion Installer – R100.1 page appears.2Click Setup Experion Software Installation Server.If the PSIS tool fails to start and an error message .Net2.0 or higher needs to be installed. appears, clickOK to exit. Go to <Install Media>\Packages\Microsoft\DotNet3.5\dotnetfx35SP1.exe and install .Netframework 3.5.If you are creating PSIS on Windows XP SP2 (Dell), an error You must install Windows Installer 3.1 tocomplete installation. Microsoft .Net 3.5 Framework requires that Windows Installer 3.1 be installedprior to the installation appears, click OK to exit.3If a dialog box with file security appears, click Yes.The Welcome to PSIS screen of PSIS Preparation Utility appears. The four options available on theWelcome dialog box are as follows:•Create a new PSIS Repository•Upgrade existing PSIS Repository•Resume a failed PSIS Repository creation•Remove existing PSIS RepositoryAttentionWhen the PSIS Preparation Utility is started on the computer for the first time, only the option Create a NewPSIS Repository is enabled by default; all the other options are disabled.4Click Create a New PSIS Repository, if not already selected and click Next.5On the Select a path screen, click Browse to select the destination folder for the PSIS repository.6Click Next.If you select local system drive, a message prompting to share the destination location appears.7Click OK.The Folder Properties dialog box appears.BEFORE YOU BEGINAttentionConsider the following before setting up permissions for the shared folder:•Provide only Read permissions to the share.•Provide share access permissions only to a single user account.•Do not provide share access permissions Everyone or groups.8To set the folder permissions, perform the following steps.a In the Folder Properties dialog box, click the Sharing tab and then click Advanced Sharing.b In the Advanced Sharing dialog box, select Share this folder check box.c Under Settings, type the Share name and click Permissions to assign permissions (Read permission orRead and Write permission) to this share.d Click OK to close the Permissions dialog box.e Click Apply and then OK to close the Advanced Sharing dialog box.f Close the Folder Properties dialog box.AttentionWhile sharing the folder on a Windows XP system, if a message appears to drag the PSIS folder to the SharedDocument..1.Click Start > Settings > Control Panel > Folder Options and click the View tab.2.Clear the Use simple file sharing (Recommended) check box.3.Log on to the system and restart the PSIS creation.9In the Select media page, select the check boxes against the names of the media to select the media for PSIS repository creation and click Start.A message to close all the Explorer windows appears.10Close all the windows and click OK to proceed.The Status Display screen appears.AttentionIf My Documents folder appears, close it.11After the media is copied, the Description is updated to PSIS Repository [<Name>] created successfully at <Destination Location>.12Click Finish.BEFORE YOU BEGINEngineering Station installationRelated topics“Installing Engineering Station on an entry level system” on page 26“Installing Engineering Station on a high capacity system” on page 30ENGINEERING STATION INSTALLATIONInstalling Engineering Station on an entry level systemRelated topics“Configure Network Interface Cards” on page 26“Install the software protection key” on page 27“Start the installation application” on page 27“Continue installation on an entry level system” on page 28Configure Network Interface CardsTurn-on SNMP1In the Windows Control Panel large or small icon view, click Programs and Features.2In the left pane, click Turn Windows features on or off.The Windows Features dialog box appears.3In the list of Windows features, expand Simple Network Management Protocol (SNMP).4Select the WMI SNMP Provider check box.5Click OK.6Close Programs and Features window.Install NIC drivers for Dell 30101Insert the PlantCruise by Experion Installation media in the DVD drive.2Click Browse my computer for the driver software, to update the adapter driver, on the Device Manager.3Browse to Drivers\Network Adapters\3010 NIC\Broadcom 5720.4Follow the on-screen instructions to complete the installation.5Browse to Drivers\Network Adapters\3010 NIC\Realtek and then double-click driver.exe.6If a dialog box appears prompting you to modify the driver installation, click Modify and then continue with the installation.7Follow the on-screen instructions to complete the installation.Install NIC drivers for HP Compaq 63051Insert the PlantCruise by Experion Installation media in the DVD drive.2Browse to Drivers\Network Adapters\HP 6305 NIC\BCM5761 and double-click sp57782.exe.3Follow the on-screen instructions to complete the installation.4Browse to Drivers\Network Adapters\HP 6305 NIC\intel 82576 and double-click PROWin32.exe .5If a dialog box appears prompting you to modify the driver installation, click Modify to continue with the installation.6Follow the on-screen instructions to complete the installation.Set the network connections1In the Windows Control Panel large or small icon view, double-click Network and Sharing Center.2In the left pane, click Change advanced sharing settings.By default, the Public (current profile) is expanded.3Under Network discovery, click Turn on network discovery.ENGINEERING STATION INSTALLATION4Under File and printer sharing, click Turn on file and printer sharing.5Click Save changes.6Close all the open windows.Configure the NIC parameters1In the Windows Control Panel large or small icon view, click Network and Sharing Center.2On the left side of the Network and Sharing Center window, click Change Adapter Settings.3Right-click the Local Area Connection for the first adapter in the FTE Array and click Properties.4Click Configure.5On the Advanced tab, change the speed and duplex of your adapter type to 100 Mb Full Duplex from AUTO.6Set the Large Send Offload (IPv4) and Receive Side Scaling to Disable.7Click OK.8Repeat steps 1 through 7 to configure the second adapter in the FTE Array.Install the software protection keyPrerequisites•Software protection key (dongle), if specified on the license certificate.To install the software protection key1If a software protection key (dongle) is specified on the license certificate, insert this key on the computers USB port.The Found New Hardware dialog box appears.2Wait for the Operating System to complete the USB driver installation.If any warning dialog box appears, ignore the message and proceed with the installation.Start the installation applicationPrerequisites•You have the required–PlantCruise Installation DVD.–Software license certificate.•Ensure that a common account does not exist between PSIS and the installation node.•The HPS Install account is deleted from the PSIS node (if it exists on the PSIS node).Attention–The network link speed on the node where installation is being performed using PSIS on network, must match the link speed on the switch to which the node is connected (Link speed is 100 Mbps Full Duplex for an FTE-based network).–Ensure that you enable Windows firewall before you begin installation.•Ensure that you have assigned the IP Address to the node in which you are installing the PlantCruise software.To start the installation application using PSIS1Click Start > Run.The Windows Run dialog box is displayed.ENGINEERING STATION INSTALLATION2Double-click setup.exe .You are prompted for user name and password. Perform one of the following:•Type the <Domain Name>\Username and Password if you belong to a domain.•Type the <PSISServer IP>\Username and Password if you belong to a workgroup.3To continue with the installation, proceed to the next section.To start the installation application using application DVD1Insert the PlantCruise by Experion Installation media in the DVD drive and using Windows Explorer, browse to the setup.exe.2Double-click the setup.exe.The PlantCruise by Experion – DialogManager page appears.3To continue with the installation, proceed to the next section.Continue installation on an entry level system1On the PlantCruise by Experion – DialogManager page, click Next.The Migration/Clean Install Selection page appears.2Click Install Clean, and then click Next.A warning message “You have chosen an option that will not Migrate data from a prior release.” appears.3Click Yes on the warning dialog box.The License Agreement page appears.4Click I accept the terms in the License agreement, and then click Next.The Setup type of Node to install page appears.5Select Engineering Station and click Next.For redundant and non-redundant Engineering Station, based on the computer name, a dialog box appearswith the message that the system is installing a redundant or non-redundant Engineering Station.6Click Yes to proceed with the installation.The User and License Information page appears.7In the User and License Information page, type the following information and click Next.•Under Customer Information, type Name and Company Name.•Under System Software, enter the License No, and Authorization.The FTE Bootp and NTP IP Address Configuration page appears.8Type the following information and click Next.•Base IP Address•Subnet Mask•Default Gateway•NTP First IP Address•NTP Second IP AddressThe Features and Options Selection page appears.9Select Typical to install the default features available for a node or select Custom to add the add-on features in addition to the Typical install.AttentionIf you want to configure simulation environment in the Engineering Station, select Custom and click theSimulation control environment check box. If you do not select the Simulation control environment check boxduring installation, you must reinstall the system to configure the simulation environment.。