Experion

Supplementary Installation Tasks Guide

EP-DCX506
June 2010

Release 400
 Document Release Issue Date
EP-DCX506 400 0 June 2010

Disclaimer
This document contains Honeywell proprietary information. Information contained
herein is to be used solely for the purpose submitted, and no part of this document or
its contents shall be reproduced, published, or disclosed to a third party without the
express permission of Honeywell International Sarl.
While this information is presented in good faith and believed to be accurate,
Honeywell disclaims the implied warranties of merchantability and fitness for a
purpose and makes no express warranties except as may be stated in its written
agreement with and for its customer.
In no event is Honeywell liable to anyone for any direct, special, or consequential
damages. The information and specifications in this document are subject to change
without notice.
Copyright 2010 - Honeywell International Sarl

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Contents

About this guide ................................................................................................................. 7

Changing computer names ............................................................................................... 9
Computer names .......................................................................................................................... 10
Changing server and Console Station computer names checklist ................................................ 11
Changing a server or Console Station computer name .................................................... 11
Running the server name change application ................................................................... 13
Updating the hosts file ..................................................................................................... 13
Running the name change application ............................................................................. 13
Completing a server computer rename ............................................................................ 14
Completing a Console Station computer rename ............................................................. 15
Changing the computer name of a Flex Station or Console Extension Station ........................... 16
Moving a Console Station from one Experion cluster to another checklist ................................. 17
Installing HMIWeb Display Builder ................................................................................. 19
Setting up time synchronization ..................................................................................... 21
About NTPConfig ........................................................................................................................ 22
Prerequisites before running NTPConfig ......................................................................... 22
General guidelines ............................................................................................................ 22
Setting up time synchronization in a workgroup without an external time source checklist ....... 24
Setting up the authoritative root server ............................................................................ 25
Setting up the secondary NTP server ............................................................................... 25
Setting up NTP clients in a workgroup without an external time source ......................... 26
Setting up control hardware to receive time from an NTP server in a workgroup
without an external time source ................................................................................. 26
Setting up time synchronization in a workgroup with an external time source checklist ............ 28
Setting up the first NTP server in a workgroup with an external time source ................. 29
Setting up the second NTP server in a workgroup with an external time source ............ 29
Setting up NTP clients in a workgroup with an external time source .............................. 30
Setting up control hardware to receive time from an NTP server in a workgroup with an
external time source ................................................................................................... 31
Setting up time synchronization in a Windows domain checklist ............................................... 32
Setting up the first NTP server in a Windows domain ..................................................... 33
Setting up the second NTP server in a Windows domain ................................................ 33
Setting up NTP clients in a Windows domain ................................................................. 33

3
CONTENTS

Setting up control hardware to receive time from an NTP server in a Windows domain 34
NTP adjustment on a workgroup system that was recently added to a domain ........................... 35
Adjusting NTP servers ..................................................................................................... 35
Adjusting NTP clients ...................................................................................................... 35
Changing the security settings of an Experion server or Console Station ................ 37
About Experion and Windows security settings .......................................................................... 38
Using the Experion Node Security wizard ................................................................................... 39
Installing the Web Server (IIS) role ................................................................................. 41
Setting up a third-party OPC client or server ................................................................ 43
Installing a remote third-party OPC client checklist .................................................................... 45
Installing a remote third-party OPC server checklist ................................................................... 47
Installing the OPC Server Connect package ................................................................................ 49
Creating the Windows mngr account ........................................................................................... 50
Creating the third-party OPC Windows account .......................................................................... 51
Configuring DCOM on the Experion OPC server ....................................................................... 52
Configuring DCOM on a third-party OPC server ........................................................................ 53
Configuring OPC Server Service Settings ................................................................................... 55
Controlling read/write access ....................................................................................................... 56
Configuring the CDA-SP service to use the OPC server account and password ......................... 57
Configuring an OPC server .......................................................................................................... 58
Enabling page locking .................................................................................................................. 59
Installing Redirection Manager ....................................................................................... 61
About Redirection Manager ......................................................................................................... 62
Redirection Manager installation for third-party OPC clients checklist ...................................... 63
Redirection Manager installation for ACE nodes checklist ......................................................... 64
Redirection Manager installation for Experion OPC client checklist .......................................... 65
Installing Redirection Manager on the Experion OPC client computer ...................................... 66
RSLinx configuration tasks ............................................................................................. 67
Configuring RSLinx for ControlNet (via PCIC) .......................................................................... 69
Configuring RSLinx for ControlNet (via Ethernet) ..................................................................... 72
Registering Electronic Data Sheets for RSLinx ........................................................................... 75
Activating RSLinx using the FactoryTalk Activation Tool ......................................................... 76
Activating RSLinx using node-locked activations ........................................................... 77
Activating RSLinx using concurrent activations ............................................................. 80
Rehosting the RSLinx activations .................................................................................... 81
Moving the RSLinx activation file ............................................................................................... 84
Installing a Remote Engineering and Station Server .................................................... 87
Mobile Access for Station checklist ............................................................................................. 88
Mobile Access for eServer Premium checklist ............................................................................ 90

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 CONTENTS

Installing/upgrading Microsoft Terminal Services ....................................................................... 92

Activating Terminal Services Licensing server ........................................................................... 94
Installing the Client Access Licenses ........................................................................................... 96
Set Terminal Services to install mode .......................................................................................... 99
Set Terminal Services to application mode ................................................................................ 100
Configuring a Remote Engineering and Station Server to access an existing Terminal Services
Licensing server ................................................................................................................... 101
Limiting the number of connections to the Remote Engineering and Station Server ................ 102
Creating Remote Engineering and Station Server users ............................................................ 103
Configuring Mobile Access for Station users ............................................................................ 104
Configuring Mobile Access for eServer Premium users ............................................................ 105
Setting up Microsoft Excel reports checklist .............................................................. 107
Installing Microsoft Excel .......................................................................................................... 108
Installing Microsoft Excel or Microsoft Office service packs ................................................... 109
Setting up Microsoft Excel Data Exchange ............................................................................... 110
Installing the Experion ODBC client ......................................................................................... 113
Setting up network printers for Microsoft Excel reports ............................................................ 114
Setting up a file server checklist ................................................................................... 117
Setting up a shared folder ........................................................................................................... 118
Assigning a drive letter on a client computer to a shared folder ................................................ 119
Activating an Enterprise Model database .................................................................... 121
About activating an Enterprise Model database ......................................................................... 122
Deactivating an Enterprise Model database ................................................................ 123
Changing license and server configuration details .................................................... 125
Changing the Experion license ................................................................................................... 126
Changing from a non-CAB Developer license to a license that includes CAB Developer ....... 127
Changing the displays search path, History archive, and History restore folders ...................... 130
Changing the fast history rate, report paper type, or report font ................................................ 131
Configuring the database setup .................................................................................................. 132
Adjusting History retention ............................................................................................ 132
Adjusting sizing of non-licensed items .......................................................................... 134
Common Experion tasks ............................................................................................... 137
Starting and stopping an Experion server .................................................................................. 138
Starting and stopping an Experion Console Station ................................................................... 139
Stopping Experion services ........................................................................................................ 140
Using the start/stop services utility ................................................................................ 140
Displaying the Computer Management services console .............................................. 140
Stopping Experion server services ................................................................................. 141
Stopping Experion Console Station services ................................................................ 141

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CONTENTS

Stopping System Management services ......................................................................... 142

Stopping the Sign-On Manager ...................................................................................... 142
Stopping other Experion services ................................................................................... 142
Stopping RSLinx ............................................................................................................ 143
Stopping the XLNet daemon .......................................................................................... 143
Preparing a client computer for an Icon Series Console ............................................ 145
Installing the flat panel display touch screen driver ................................................................... 147
Configuring the computer for multiple video displays .............................................................. 148
Configuring a Systech terminal server ........................................................................ 149
Specify the IP Address ............................................................................................................... 151
Logging into the Terminal Server using Internet Explorer ........................................................ 153
Changing the TCP/IP Address ................................................................................................... 154
Configuring the Router/Gateway Address ................................................................................. 155
Configuring the TCP keep alive timer ....................................................................................... 157
Configuring Serial Ports ............................................................................................................. 158
Adding the IP Address to the Server's Hosts File ...................................................................... 160
Upgrading the Systech Terminal Server to Current Release ...................................................... 161
Configuring the Terminal Server for use with Fast Failover ..................................................... 162
Connecting Controllers .............................................................................................................. 163
Installing specialized hardware on a computer ........................................................... 165
Installing a printer ...................................................................................................................... 166
Installing a printer driver for a local printer ................................................................... 167
Installing a printer driver for a local shared printer ....................................................... 168
Installing a printer driver for a shared network printer (with a suitable share name) .... 168
Installing a printer driver for a shared network printer (whose existing share name is
unsuitable) ................................................................................................................ 169
Setting up the print job spool folder ............................................................................... 170
Creating a guest account ................................................................................................ 170
Serial adapter installation checklist ............................................................................................ 171
Installing a Stallion EasyConnection ............................................................................. 171
Connecting an integrated keyboard (IKB) to an OEP/IKB adapter ........................................... 173
Connecting an integrated keyboard (IKB) to a USB port .......................................................... 174
To configure the USB Serial port ................................................................................... 174
Notices ............................................................................................................................ 177
Support and other contacts ......................................................................................................... 178
Training classes .......................................................................................................................... 182

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About this guide

This guide describes how to complete additional tasks once you have completed an
initial installation or upgrade of Experion.

Intended audience
This guide is for people who are installing an Experion system.

Prerequisite skills
You should have completed planning your Experion system, and know the Experion
components that you have licensed and need to install and configure. You should
also know how to complete system administration tasks in the Windows operating
system.

How to use this guide

The Getting Started with Experion Software Guide provides a roadmap for your
Experion installation. That guide, or other guides in the installation documentation
set such as the Software Installation User's Guide, will direct you to complete any
necessary tasks in this guide.

Related documents
For more information about installing Experion, see:
• Getting Started with Experion Software Guide
• Software Installation User's Guide
• Migration User's Guide

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ABOUT THIS GUIDE

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Changing computer names

Related topics
“Computer names” on page 10
“Changing server and Console Station computer names checklist” on page 11
“Changing the computer name of a Flex Station or Console Extension Station” on
page 16
“Moving a Console Station from one Experion cluster to another checklist” on
page 17

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CHANGING COMPUTER NAMES

Computer names

Computer name conventions

All Experion nodes (for example, servers, Console Stations, and Flex Station
computers) must have a unique name and IP address.

Basic naming restrictions

There are basic restrictions when changing the name of computers, which are:
• The computer name must be 13 characters, or less, in length.
• The computer name must begin with an alphabetic character, such as a to z, or A
to Z.
• The computer name cannot contain spaces or other non-standard characters.
• The last letter of the computer name is restricted for redundant servers:
– Primary Experion server computer names must end with the letter A.
– Secondary Experion server computer names must end with the letter B.

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 CHANGING COMPUTER NAMES

Changing server and Console Station computer names

checklist
You can use the name change application to rename server and Console Station
computers before starting any configuration tasks on these computers. That is, you
can rename a server or Console Station computer after installing the Experion
software and before you start any configuration tasks.

Attention
This checklist does not apply to ACE, EHG, and SIM nodes. You cannot rename ACE,
EHG, SIM nodes once they have been installed in Experion and you cannot use the
name change application to rename ACE, EHG, and SIM nodes. However, if you
change the name of a server, you will need to run the name change application on
Console Stations, ACE, EHG, and SIM nodes to update the server name configuration
on these nodes to include the new server name.

CAUTION
You can only rename a server or Console Station before configuring the Experion
software. If you rename the computer after you have started configuration tasks of
the Experion software, the Experion software on the computer will become
unstable and you will need restore the computer from a backup or reinstall the
Experion software.

The following topics describe how to change server and Console Station computer
names.

Related topics
“Changing a server or Console Station computer name” on page 11
“Running the server name change application” on page 13
“Updating the hosts file” on page 13
“Running the name change application” on page 13
“Completing a server computer rename” on page 14
“Completing a Console Station computer rename” on page 15

Changing a server or Console Station computer name

This topic describes how to change the computer name of a server or Console
Station.

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CHANGING COMPUTER NAMES

Prerequisites
• You understand the computer name restrictions.

To change a server or Console Station computer name

1 Log on to the computer using a Windows account with local administrator rights.
2 Do one of the following:
Option Description
Windows Server 2008 1. Choose Start > Server Manager
2. If prompted, click Continue in the User Account
Control dialog box.
3. Under Computer Information in the Server
Summary, click the Change System Properties
link.
The System Properties dialog box appears.

Windows 7 1. Choose Start > Control Panel.

The Control Panel window appears.
2. Click System and Security.
3. Under System, click the See the name of this
computer link.
The System window appears.
4. Under Computer name, domain, and workgroup
settings, click Change settings.
The System Properties dialog box appears.

3 Click the Change button.

The Computer Name/Domain Changes dialog box appears.
4 In the Computer name box, type the new computer and then click OK.
5 If a restart your computer message dialog box appears, click OK.
6 Click OK in the System Properties dialog box.
7 In the restart your computer message dialog box, click Yes to restart the
computer.
After the computer restarts, an unable to locate dll event message may be
displayed. This message can be ignored. Click OK to continue.

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 CHANGING COMPUTER NAMES

Running the server name change application

To complete the server or Console Station rename, you need to run the server name
change application.

To run the server name change application

1 Log on to the computer using an account with administrator privileges.
2 In Windows Explorer, locate the C:\Program Files\Honeywell\Experion PKS
\Utilities\ServerNameChg folder.
3 Right-click on the [Link] file and choose Run as administrator in
the popup menu.
4 If prompted, click Yes in the User Account Control message dialog box.
5 Click Continue.
When a Server name change tool completed normally message appears, the
name change is complete.

Updating the hosts file

Prerequisites
• A copy of the updated hosts file must reside on all computers on the Experion
system.

To update the hosts file

1 In a text editor application, such as Notepad, open the hosts file. The hosts file is
located in %SystemRoot%\system32\drivers\etc\.
2 Locate each old computer name and change it to the new computer name.
If the computer name is appended with the number 0 or 1, retain these numbers
and the replace the remainder of the computer name.
3 Save the changes to the hosts file.
4 Copy the updated hosts file to the following location in each server in your
Experion system %SystemRoot%\system32\drivers\etc\.

Running the name change application

If you have changed the name of a server, you will need to run the name change
application on all Console Stations, ACE, EHG, and SIM nodes within the Experion

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CHANGING COMPUTER NAMES

cluster to update the server name configuration on these nodes to use the new server
name.

To run the name change application

1 Log on to the computer using an account with administrator privileges.
2 In Windows Explorer, locate the C:\Program Files\Honeywell\Experion PKS
\Utilities\namechgfolder.
3 Right-click on the [Link] file and choose Run as administrator in the
popup menu.
4 If prompted, click Yes in the User Account Control message dialog box.
5 If you have a non-redundant Experion server, select Non-Redundant.
6 For redundant servers, type the base name of the Experion server.
For non-redundant servers, type the full server name of the Experion server.
7 Click Perform Change.

Next steps
Run the name change application on each Console Station, ACE, EHG, and SIM
node within the Experion cluster.

Completing a server computer rename

To complete the rename of a server computer name, you need to rename the server in
Configuration Studio.

To complete a server computer rename

1 Start Configuration Studio.
2 Connect to the system that contains the renamed server.
3 In the Configuration Studio explorer, expand the system name, then expand the
Servers item, and then click on the renamed server.
4 Under Server Tasks, click the Configure server properties task.
The SYSTEM:SERVER Block window appears. The former name of the
server appears in the Node Name box.
5 In the Node Name box, type the new name of the server.
6 If required, in the Alias box, type an updated alias for the renamed server.
7 Click OK.
8 In the Configuration Studio explorer, click on the Servers item.

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 CHANGING COMPUTER NAMES

9 Under Server Tasks, click the Load system configuration to servers task.
Load the updated server configuration to other servers in the system.
For more information about loading system configurations, see the “Loading the
system configuration to servers” topic in the “Configuring the system” section of
the Enterprise Model Builder User's Guide.

Completing a Console Station computer rename

To complete the rename of a Console Station computer name, you need to do the
following:
1. Update the Console Station computer name configuration
2. Change the Console Station computer name in the .stn files for all Console
Extension Stations.
For more information, see the “Configuring the connection properties on a
Console Extension Station” topic in the “Console Stations and consoles” section
of the Server and Client Configuration Guide.
3. On the Experion server, use the Console Station Configuration display to change
the Console Station computer name.
For more information, see the “Configuring Console Station details” topic in the
“Console Stations and consoles” section of the Server and Client Configuration
Guide.

To update the Console Station computer name configuration

1 Log on to the computer using a Windows account with local administrator rights.
2 Choose Start > All Programs > Accessories > Command Prompt.
3 Change directory to the Experion Server\Run folder.
For example, type:
cd C:\Program Files\Honeywell\Experion PKS\server\run

4 Type the following command:

cscript [Link] <old_name>

where
<old_name> is the former name of the Console Station computer.
5 Restart the computer.

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CHANGING COMPUTER NAMES

Changing the computer name of a Flex Station or Console

Extension Station
This topic describes how to change a Flex Station or Console Extension Station
computer name.

Prerequisites
• You understand computer name restrictions.

To change the computer name

1 Log on to the computer using a Windows account with local administrator rights.
2 Choose Start > Control Panel.
The Control Panel window appears.
3 Click System and Security.
4 Under System, click the See the name of this computer link.
The System window appears.
5 Under Computer name, domain, and workgroup settings, click Change
settings.
The System Properties dialog box appears.
6 Click the Change button.
The Computer Name/Domain Changes dialog box appears.
7 In the Computer name box, type the new computer and then click OK.
8 Click OK in the System Properties dialog box.
9 In the restart your computer message dialog box, click Yes to restart the
computer.
After the computer restarts, an “Unable to locate dll event” message may be
displayed. This message can be ignored. Click OK to continue.

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 CHANGING COMPUTER NAMES

Moving a Console Station from one Experion cluster to

another checklist
This checklist describes how to update the name of the Experion server that Console
Stations connect to.

Tasks

Task Go to Done?
In a Station that is connected to the Experion server that the Knowledge
Console Station is registered with, call up the Console Station Builder
Configuration Summary display and remove the entry for that
Console Station. For more information, see the following topic
in Knowledge Builder:
Experion R400 > Configuration > Server and Client
Configuration Guide > Configuring Console Stations and
consoles > Configuring a Console Station > Deleting a
Console Station.
In a Station that is connected to the Experion server that the Knowledge
Console Station is to be registered with, call up the Console Builder
Station Configuration Summary display and add an entry for the
Console Station. For more information, see the following topic
in Knowledge Builder:
Experion R400 > Configuration > Server and Client
Configuration Guide > Configuring Console Stations and
consoles > Configuring a Console Station > Configuring
Console Station details.
Log on to the Console Station using a Windows account that is a
member of the Product Administrators group.
Change the Experion Console Station status to Database Only.
Open a Command Prompt window and type pntdel - silent
and then press ENTER.
Change the Experion Console Station status to Database
Unloaded.
Run the name change application.
Restart the Console Station computer.

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CHANGING COMPUTER NAMES

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Installing HMIWeb Display Builder

This section describes how to install the HMIWeb Display Builder software on a
computer, without the need for installing all Station or server software.

To install HMIWeb Display Builder

1 Insert the Experion R400 media into the appropriate drive.
2 In Windows Explorer, browse to Packages > ServerClient > station and
double-click HMIWeb Station and Display [Link].
3 On the Experion Server Setup screen, click Next.
4 On the Setup Type screen, select Experion PKS Server Client setup, and then
click Next.
5 On the Experion Client Software screen, select Custom, and then click Next.
6 On the Experion Client Software Client Options screen, select HMIWeb
Station and Display Builder, and then click Next.
7 On the Experion Client Software Folder screen, click Next.
8 On the Ready to Install the Program screen, click Install.
The HMIWeb Station and Display Builder are installed.
9 On the InstallShield Wizard Complete screen, click Finish.
10 On the Experion Client Software Installer Information message, click Yes to
restart the computer.
The computer restarts.

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INSTALLING HMIWEB DISPLAY BUILDER

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Setting up time synchronization

The following sections describe setting up time synchronization for

• Workgroups without an external time source
• Workgroups with an external time source
• Domains
Before setting up time synchronization, you should read the section “Time
synchronization” in the Server and Client Planning Guide.

Related topics
“About NTPConfig” on page 22
“Setting up time synchronization in a workgroup without an external time source
checklist” on page 24
“Setting up time synchronization in a workgroup with an external time source
checklist” on page 28
“Setting up time synchronization in a Windows domain checklist” on page 32
“NTP adjustment on a workgroup system that was recently added to a domain” on
page 35

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SETTING UP TIME SYNCHRONIZATION

About NTPConfig
NTPConfig is a custom Honeywell application for configuring time
synchronization in Experion Systems. It is used to configure NTP as a time solution
for Experion R400 on the Windows operating system.
The default installation location of NTPConfig is C:\Program Files\Honeywell
\Experion PKS\utilities\NTPConfig.

Prerequisites before running NTPConfig

Before running NTPConfig to create the time hierarchy for your system:
1 Configure the time zone settings for the clients and NTP servers.
2 If you are working in a domain topology, make sure that your nodes have been
added to the domain before running NTPConfig.
3 Verify that there are no networking issues. For example, ensure that network
browsing and other functions do not experience any delays.

General guidelines
Following are a general set of guidelines that you should follow when using
NTPConfig to set up the time synchronization for your system:
• Always start implementing a topology by first setting up the NTP servers.
• Note that NTPConfig hides functionality that is not common or functionality that
can create problems in proper NTP solutions. It is therefore recommended that
you do not attempt to override or apply your own NTP solution.
• Setting up time hierarchies without external sources or with unreliable external
sources results in clients validating and invalidating the time source. In this
situation, the local CMOS time is used. This can occur in both workgroup and
domain topology.
• NTP servers provided by networking devices, for example, routers and switches,
cannot be used to provide time to the Windows operating system. (These types of
NTP servers only send out packet types marked as Symmetric Passive.)
Integrated external NTP server devices must be able to provide time to the
Windows operating system using NTP packet types marked as Server or
Symmetric Active.

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 SETTING UP TIME SYNCHRONIZATION

Attention
If you reinstall the operating system on any of your nodes, you must run NTPConfig
again. If your time hierarchy was originally in a workgroup topology and you have
changed to a domain topology, you must set up your time hierarchy using the procedure
in the section Adjusting NTP on a workgroup system that was recently added to a
domain.

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SETTING UP TIME SYNCHRONIZATION

Setting up time synchronization in a workgroup without an

external time source checklist

Tasks

Task Go to Done?
Set up the authoritative root server “Setting up
the
authoritative
root server”
on page 25
Set up the secondary server “Setting up
the
secondary
NTP server”
on page 25
Set up NTP clients “Setting up
NTP clients
in a
workgroup
without an
external time
source” on
page 26
Set up control hardware to receive time from the NTP server “Setting up
control
hardware to
receive time
from an NTP
server in a
workgroup
without an
external time
source” on
page 26

Related topics
“Setting up the authoritative root server” on page 25
“Setting up the secondary NTP server” on page 25
“Setting up NTP clients in a workgroup without an external time source” on
page 26

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 SETTING UP TIME SYNCHRONIZATION

“Setting up control hardware to receive time from an NTP server in a workgroup

without an external time source” on page 26

Setting up the authoritative root server

This topic describes setting up your primary Experion server as the authoritative root
server in your time hierarchy.

To set up an authoritative root sever

1 In Windows Explorer, browse to the folder C:\Program Files\Honeywell
\Experion PKS\Utilities\NTPConfig and double-click the [Link] file.
2 Click Setup Authoritative Root Server.
Several screens appear while the configuration is applied. No input is required.
3 Click Exit.

Setting up the secondary NTP server

This topic describes setting up your secondary Experion server as your secondary
NTP server in your time hierarchy.

Prerequisites
• You need to know the IP address or computer name of the authoritative root
server. If you use a computer name, it must resolve to an IP address using Host,
DNS, or other resolution service.

To set up your secondary NTP server

1 In Windows Explorer, browse to the folder C:\Program Files\Honeywell
\Experion PKS\Utilities\NTPConfig and double-click the [Link] file.

2 Click Setup Secondary Server.

The NTP Server Information dialog box opens.
3 In the Up-Stream Time Source box, type the IP address or computer name of the
authoritative root server.
4 Click OK.
5 Click Exit.

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SETTING UP TIME SYNCHRONIZATION

Setting up NTP clients in a workgroup without an external time source

This topic describes how to set up NTP clients on such as Console Stations and Flex
Stations.

Prerequisites
• You need to know the IP address or computer name of the authoritative root
server and the secondary server. If you use a computer name, it must resolve to an
IP address using Host, DNS, or other resolution service.
• If you are setting up clients on Windows XP Professional, you must use the
computer name of the authoritative root server and the secondary server. The
computer name must resolve to an IP address.

To set up NTP clients

1 In Windows Explorer, browse to the folder C:\Program Files\Honeywell
\Experion PKS\Utilities\NTPConfig and double-click the [Link] file.
2 Click Change/Configure Client.
The NTP Server Information dialog box opens.
3 In the First NTP Server box, type the IP address or computer name of the
authoritative root server.
If this client is using Windows 7, type the computer name of the authoritative
root server.
4 In the Second NTP server box, type the IP address or computer name of the
secondary server.
If this client is using Windows 7, type the computer name of the secondary
server.
5 Click OK.
6 Click Exit.

Setting up control hardware to receive time from an NTP server in a workgroup

without an external time source
This topic describes setting up C300 controllers to receive time from your NTP
servers (Experion servers).

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 SETTING UP TIME SYNCHRONIZATION

Prerequisites
• You need to know the IP address or computer name of the authoritative root
server and the secondary server. If you use a computer name, it must resolve to an
IP address using Host, DNS, or other resolution service.

To set up control hardware

1 In Control Builder, choose Tools > System Preferences.
The System Preferences dialog box opens.
2 Click the Embedded FTE tab.
3 In the Primary Server box, type the IP address or computer name of the
authoritative root server.
4 In the Secondary Server box, type the IP address or computer name of the
secondary server.
5 Select the Edit network parameters check box.
6 Click OK.

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SETTING UP TIME SYNCHRONIZATION

Setting up time synchronization in a workgroup with an

external time source checklist

Tasks

Task Go to Done?
Set up the first NTP server “Setting up
the first NTP
server in a
workgroup
with an
external time
source” on
page 29
Set up the secondary NTP server “Setting up
the second
NTP server in
a workgroup
with an
external time
source” on
page 29
Set up NTP clients “Setting up
NTP clients
in a
workgroup
with an
external time
source” on
page 30
Set up control hardware to receive time from the NTP server “Setting up
control
hardware to
receive time
from an NTP
server in a
workgroup
with an
external time
source” on
page 31

28 [Link]
 SETTING UP TIME SYNCHRONIZATION

Related topics
“Setting up the first NTP server in a workgroup with an external time source” on
page 29
“Setting up the second NTP server in a workgroup with an external time source” on
page 29
“Setting up NTP clients in a workgroup with an external time source” on page 30
“Setting up control hardware to receive time from an NTP server in a workgroup
with an external time source” on page 31

Setting up the first NTP server in a workgroup with an external time source
This topic describes setting up your primary Experion server as an NTP server that
receives time from an external source.

Prerequisites
• You need to know the IP address or computer name of the external time source. If
you use a computer name, it must resolve to an IP address using Host, DNS, or
other resolution service.

To set up the first NTP server

1 In Windows Explorer, browse to the folder C:\Program Files\Honeywell
\Experion PKS\Utilities\NTPConfig and double-click the [Link] file.
The NTP Configuration dialog box opens.
2 Click Setup Secondary Server.
The NTP Server Information dialog box opens.
3 In the Upstream Time Source box type the IP address or computer name of the
external time source.
4 Select the Check here to connect to the NTP server as a client check box.
5 Click OK.
6 Click Exit.

Setting up the second NTP server in a workgroup with an external time source
This topic describes setting up your secondary Experion server as an NTP server that
receives time from the primary Experion server.

29
SETTING UP TIME SYNCHRONIZATION

Prerequisites
• You need to know the IP address or computer name of the first NTP server. If you
use a computer name, it must resolve to an IP address using Host, DNS, or other
resolution service.

To set up the second NTP server

1 In Windows Explorer, browse to the folder C:\Program Files\Honeywell
\Experion PKS\Utilities\NTPConfig and double-click the [Link] file.
The NTP Configuration dialog box opens.
2 Click Setup Secondary Server.
The NTP Server Information dialog box opens.
3 In the Upstream Time Source box type the IP address or computer name of the
first NTP server.
4 Select the Check here to connect to the NTP server as a client check box.
5 Click OK.
6 Click Exit.
To set up the second NTP server.

Setting up NTP clients in a workgroup with an external time source

This topic describes how to set up NTP clients on such as Console Stations and Flex
Stations. These clients receive time from the Experion servers that have been set up
as NTP servers.

Prerequisites
• You need to know the IP address or computer name of the first NTP server and
the second NTP server. If you use a computer name, it must resolve to an IP
address using Host, DNS, or other resolution service.

To set up NTP clients

1 In Windows Explorer, browse to the folder C:\Program Files\Honeywell
\Experion PKS\Utilities\NTPConfig and double-click the [Link] file.
2 Click Change/Configure Client.
The NTP Server Information dialog box opens.
3 In the First NTP Server box, type the IP address or computer name of the first
NTP server.

30 [Link]
 SETTING UP TIME SYNCHRONIZATION

4 In the Second NTP server box, type the IP address or computer name of the
secondary server.
5 Click OK.
6 Click Exit.

Setting up control hardware to receive time from an NTP server in a workgroup

with an external time source
This topic describes setting up a C300 controller to receive time from the Experion
servers.

Prerequisites
• You need to know the IP address or computer name of the first NTP server and
the second NTP server. If you use a computer name, it must resolve to an IP
address using Host, DNS, or other resolution service.

To set up control hardware

1 In Control Builder, choose Tools > System Preferences.
The System Preferences dialog box opens.
2 Click the Embedded FTE tab.
3 In the Primary Server box, type the IP address or computer name of the
authoritative root server.
4 In the Secondary Server box, type the IP address or computer name of the
secondary server.
5 Select the Edit network parameters check box.
6 Click OK.

31
SETTING UP TIME SYNCHRONIZATION

Setting up time synchronization in a Windows domain

checklist
In the time hierarchy in a domain topology, the Windows domain controller serves
time to the Experion servers, which you set up as NTP servers. The NTP servers
serve time to the control hardware. Flex Stations and Console Stations are set up as
NTP clients but they receive time from the domain controller rather than the
Experion servers.

Prerequisites
• You have added your Experion nodes to the domain.

Tasks

Task Go to Done?
Set up the first NTP server “Setting up
the first NTP
server in a
Windows
domain” on
page 33
Set up the secondary NTP server “Setting up
the second
NTP server in
a Windows
domain” on
page 33
Set up NTP clients “Setting up
NTP clients
in a Windows
domain” on
page 33
Set up control hardware to receive time from the NTP server “Setting up
control
hardware to
receive time
from an NTP
server in a
Windows
domain” on
page 34

32 [Link]
 SETTING UP TIME SYNCHRONIZATION

Related topics
“Setting up the first NTP server in a Windows domain” on page 33
“Setting up the second NTP server in a Windows domain” on page 33
“Setting up NTP clients in a Windows domain” on page 33
“Setting up control hardware to receive time from an NTP server in a Windows
domain” on page 34

Setting up the first NTP server in a Windows domain

The first NTP server is your primary Experion server. It receives time from the
domain controller.

To set up the first NTP server

1 In Windows Explorer, browse to the folder C:\Program Files\Honeywell
\Experion PKS\Utilities\NTPConfig and double-click the [Link] file.
The NTP Configuration dialog box opens.
2 Click Setup Secondary Server.
The NTP Server Information dialog box opens.
3 Click Exit.

Setting up the second NTP server in a Windows domain

The second NTP server is your secondary Experion server. It receives time from the
domain controller.

To set up the second NTP server

1 In Windows Explorer, browse to the folder C:\Program Files\Honeywell
\Experion PKS\Utilities\NTPConfig and double-click the [Link] file.
The NTP Configuration dialog box opens.
2 Click Setup Secondary Server.
The NTP Server Information dialog box opens.
3 Click Exit.

Setting up NTP clients in a Windows domain

This topic describes how to set up NTP clients such as Console Stations and Flex
Stations.

33
SETTING UP TIME SYNCHRONIZATION

To set up NTP clients

1 In Windows Explorer, browse to the folder C:\Program Files\Honeywell
\Experion PKS\Utilities\NTPConfig and double-click the [Link] file.
2 Click Change/Configure Client.
The NTP Server Information dialog box opens.
3 Click Exit.

Setting up control hardware to receive time from an NTP server in a Windows

domain

Prerequisites
• You need to know the IP address or computer name of the authoritative root
server and the secondary server. If you use a computer name, it must resolve to an
IP address using Host, DNS, or other resolution service.

To set up control hardware

1 In Control Builder, choose Tools > System Preferences.
The System Preferences dialog box opens.
2 Click the Embedded FTE tab.
3 In the Primary Server box, type the IP address or computer name of the
authoritative root server.
4 In the Secondary Server box, type the IP address or computer name of the
secondary server.
5 Select the Edit network parameters check box.
6 Click OK.

34 [Link]
 SETTING UP TIME SYNCHRONIZATION

NTP adjustment on a workgroup system that was recently

added to a domain
Adding a system to a domain changes the way time synchronization is used. Even if
you have existing NTP settings, you need to run the NTPConfig application to reset
the time synchronization to operate correctly in a domain environment.

Adjusting NTP servers

This topic describes how to set up an NTP server that was previously in a workgroup
that has now been added to a domain.

To adjust an NTP server

1 In Windows Explorer, browse to the folder C:\Program Files\Honeywell
\Experion PKS\Utilities\NTPConfig and double-click the [Link] file.
2 Click Change/Configure Client.
After several dialog boxes appear, the NTP client configuration methods should
be NT5DS.
3 Select Disable All NTP Configuration.
4 Click Setup Secondary Server.
5 Click Exit.

Adjusting NTP clients

This topic describes how to set up an NTP client that was previously in a workgroup
that has now been added to a domain.

To adjust an NTP client

1 In Windows Explorer, browse to the folder C:\Program Files\Honeywell
\Experion PKS\NTPConfig and double-click the [Link] file.
2 Select Disable All NTP Configuration.
3 Click Change/Configure Client.
After several dialog boxes appear, the NTP client configuration methods should
be NT5DS.
4 Click Exit.

35
SETTING UP TIME SYNCHRONIZATION

36 [Link]
Changing the security settings of an
Experion server or Console Station

This section describes:

• Experion and Windows security settings.
• The circumstances in which you might want to tighten the default security
settings of an Experion server or Console Station, and how you go about it.

Related topics
“About Experion and Windows security settings” on page 38
“Using the Experion Node Security wizard” on page 39

37
CHANGING THE SECURITY SETTINGS OF AN EXPERION SERVER OR CONSOLE STATION

About Experion and Windows security settings

The Windows operating system provides security measures that include enhanced
RPC, DCOM, and Windows Firewall settings.
While these security features are supported by Experion R400, some of the settings
need to be modified if your system includes any one of the following:
• Pre-R400 Experion DSA servers
• Windows 2000 DSA nodes (for example, an EAS node)
• OPC connections (for example, HSC OPC Server, OPC Integrator, or other third
party OPC connections).
To ensure that your Experion system operates correctly if you have any of the above
nodes in your system, the Experion R400 installation process modifies the default
Windows operating system security settings. This modification at installation time
sets the initial security of your Experion nodes to “unrestricted” mode.
You can use the Experion Node Security wizard to check the current security settings
of a given node, and if appropriate, change them from “unrestricted” to “restricted”
mode to tighten the modified security settings.

38 [Link]
 CHANGING THE SECURITY SETTINGS OF AN EXPERION SERVER OR CONSOLE STATION

Using the Experion Node Security wizard

Prerequisites
• You must be logged on to the computer using a Windows account with local
administrator rights.
• You should only use the Experion Node Security wizard to tighten the default
Experion security settings of a given node if all of the following conditions
apply:
– There are no pre-R301 Experion DSA servers connected to that node.
– There are no OPC connections on that node.
– You are going to tighten the security settings on all the server nodes and
Console Stations in your system. This means, for example, if you have R301
nodes in your system, that you not only run the R400 Experion Node Security
wizard on your R400 nodes, but you run the R301 version of the Experion
Node Security wizard on the R301 nodes.
• All server nodes and Console Stations in your system must use the same settings.
This means, for example, that if you run the utility on R310 nodes and have
existing R301 nodes, you need to run the R400 version of the utility on the R400
nodes.
• Always apply the security settings on the Experion cluster server first before
applying them to a Console Station connected to that server.
• If you have redundant servers:
1. Apply the security settings to the primary server first.
2. Fail over to the other server and apply the same security settings.
3. Fail over back to the first server.
4. Start any Console Stations and apply the new security settings.
• If you change the security settings on an Experion node, you will need to restart
that node and apply the same security setting to all the nodes that are connected
within the same system.
• Note that the Change Settings button in the Experion Security window will be
disabled (grayed out) if the Console Station is:
– Not connected to the Experion server, in which case you need to troubleshoot
the Console Station's connection. See the Server and Client Troubleshooting
Guide for guidance.
– Not supported (for example, if the Console Station is connected to a pre-
R400 Experion server). If this is case you cannot change the security settings.

39
CHANGING THE SECURITY SETTINGS OF AN EXPERION SERVER OR CONSOLE STATION

To change the security settings of an Experion server

1 Log on as the local administrator and go to the Experion server run folder, that
is,cd C:\Program Files\Honeywell\Experion PKS\server\run.
2 Double-click the [Link] icon.
3 The Experion Node Security wizard starts up with a window that displays the
security settings of the cluster server and the Console Stations within that cluster.
Click Change settings.
4 Check that it is appropriate to apply the restricted security mode by confirming
that there are no pre-R301 DSA servers, Windows 2000 DSA servers, or OPC
connections on this node, and click Next.
5 The next window describes the consequences of applying the “restricted”
security mode. Click Next to apply the change.
6 A message is displayed prompting you to confirm the new settings.
7 Click OK.
8 When the hscconfig utility has finished in the Command window, restart the
computer.
9 Apply the same security setting to all the nodes that are connected in that system.

To change the security settings of a Console Station

1 Log on as the local administrator and go to the Experion server run folder, that
is,
cd C:\Program Files\Honeywell\Experion PKS\server\run.
2 Double-click the [Link] icon.
3 The Experion Node Security wizard starts up with a window that displays the
security settings of the cluster server and the Console Stations within that cluster.
Click Change settings.
4 A message window is displayed advising whether the security settings can be
changed or not, and describing the consequences of the recommended security
settings.
5 Click Next.
6 A message is displayed prompting you to confirm the new settings.
7 Click OK.
8 When the hscconfig utility has finished in the Command window, restart the
computer.
9 Apply the same security setting to all the nodes that are connected in that system.

40 [Link]
Installing the Web Server (IIS) role

If you want to use alarm paging for email, you need to install the Web Server (IIS)
role on the Experion server. Note that this installation procedure is not necessary on
eServers as IIS is automatically installed with eServer.

Attention
If you do not need to use alarm paging for email, do not install the Web Server (IIS) role
as IIS represents a potential security risk.

Prerequisites
• Windows Server 2008 is installed on the server.

To install Microsoft Terminal Services on Windows Server 2008

1 Choose Start, right-click on Computer and choose Manage.
2 If prompted, click Continue in the User Account Control dialog box.
3 Right-click Roles.
4 Click Add Roles.
The Add Roles Wizard appears.
5 If the Before You Begin page of the Add Roles Wizard appears, click Next.
6 Select Web Server (IIS).
7 Click Next.
The Web Server (IIS) page appears.
8 Review the content in the Introduction to Web Server (IIS) and then click
Next.
The Select Roles Services page appears.
9 Select Web Server.
10 Click Next.

41
INSTALLING THE WEB SERVER (IIS) ROLE

The Confirm Installation Selections page appears.

11 Review the installation list and click Install.
The Installation Progress page appears, and when the installation is complete,
the Installation Results page appears, indicating that the installation succeeded.
12 Click Close to complete the installation.
The Server Manager window appears.
13 Click on Roles in the navigation tree to display the list of installed roles.
Web Server (IIS) should now be listed in the Roles Summary section.

42 [Link]
Setting up a third-party OPC client or server

This section describes how to set up a third-party OPC client or third-party OPC
server on a remote computer to communicate with an Experion server.

Attention
If you are installing the third-party OPC software on an Experion server, follow the
instructions supplied by the manufacturer; there are no additional configuration steps
required. Additional configuration is only required when you are installing third-party
OPC software on a remote computer.

If you are installing third-party OPC software on a remote computer, follow the
appropriate instructions for your installation.

To install a third-party Go to
OPC client “Installing a remote third-party OPC client checklist” on page 45
OPC server “Installing a remote third-party OPC server checklist” on page 47

Related topics
“Installing a remote third-party OPC client checklist” on page 45
“Installing a remote third-party OPC server checklist” on page 47
“Installing the OPC Server Connect package” on page 49
“Creating the Windows mngr account” on page 50
“Creating the third-party OPC Windows account” on page 51
“Configuring DCOM on the Experion OPC server” on page 52
“Configuring DCOM on a third-party OPC server” on page 53
“Configuring OPC Server Service Settings” on page 55
“Controlling read/write access” on page 56
“Configuring the CDA-SP service to use the OPC server account and password” on
page 57
“Configuring an OPC server” on page 58

43
SETTING UP A THIRD-PARTY OPC CLIENT OR SERVER

“Enabling page locking” on page 59

44 [Link]
 SETTING UP A THIRD-PARTY OPC CLIENT OR SERVER

Installing a remote third-party OPC client checklist

This section describes the steps to install a third-party OPC client on a remote
computer.

Prerequisites
• The relevant installation media, license, and documentation for the third-party
OPC software.
• Experion R400 media.
• You must be logged on to the computer using a Windows account with local
administrator rights.
• For more information about OPC, see the “Configuring OPC” section in the
Server and Client Configuration Guide in Knowledge Builder.

Tasks

Task Go to Done?
Install the third-party OPC client software on the “Installing a remote third-party
remote computer using the instructions supplied OPC server checklist” on
by the manufacturer. page 47
Install the Experion OPC Server Connect “Installing the OPC Server
package on the remote computer. Connect package” on page 49
Create the Windows mngr account on the “Creating the Windows mngr
computer where you installed the third-party account” on page 50
OPC client.
If the Windows account that the third-party OPC “Creating the third-party OPC
client runs under is unknown to the Experion Windows account” on page 51
server, create that Windows account on the
server.
The Windows account will be unknown to the
Experion server in any of the following situations
• The Windows account is a workgroup
account.
• If the computers are on the same domain but
the Windows account that the third-party
OPC client runs under is local to the remote
computer, rather than a domain account.
• If the computers are on different domains.

45
SETTING UP A THIRD-PARTY OPC CLIENT OR SERVER

Task Go to Done?
Configure the Experion OPC server's DCOM “Configuring DCOM on the
settings to grant access to the Windows account Experion OPC server” on
that the third-party OPC client runs under. page 52
Specify the third-party OPC client's read/write “Controlling read/write access”
access. on page 56
If the third-party OPC client connects with “Installing Redirection
redundant Experion servers, install Redirection Manager” on page 61
Manager.

46 [Link]
 SETTING UP A THIRD-PARTY OPC CLIENT OR SERVER

Installing a remote third-party OPC server checklist

This section describes the steps to install a third-party OPC server on a remote
computer.
After installing the third-party OPC server, refer to the “Configuring OPC” section
in the Server and Client Configuration Guide in Knowledge Builder for further
information.

Prerequisites
• The relevant installation media, license, and documentation for the third-party
OPC software.
• You must be logged on to the computer using a Windows account with local
administrator rights.
• Third-party OPC servers can either be run as:
– A service, or
– A foreground application (when it requires and application to be launched).
Note that the instructions for configuring DCOM security settings and OPC
Server service settings apply only to third-party OPC servers running as a
service.

Tasks

Task Go to Done?
Install the third-party OPC server software on the “Installing a remote third-party
remote computer using the instructions supplied OPC server checklist” on
by the manufacturer. page 47
Create a Windows mngr account on the computer “Creating the Windows mngr
where you installed the third-party OPC server. account” on page 50
If the Windows account that the third-party OPC “Creating the third-party OPC
server runs under is unknown to the Experion Windows account” on page 51
server, create that Windows account on the
server.
The Windows account will be unknown to the
Experion server in any of the following situations
• The account is a workgroup account.
• If the computers are on the same domain,
however, the Windows account that the third-
party OPC server runs under is local to the

47
SETTING UP A THIRD-PARTY OPC CLIENT OR SERVER

Task Go to Done?
remote computer, rather than a domain
account.
• If the computers are on different domains.
Configure the third-party OPC server's DCOM “Configuring DCOM on the
settings to: Experion OPC server” on
page 52
• Define security permissions (this only
applies to an OPC Server running as a
service).
• Grant access to the Windows mngr account.
Configure the OPC Server Service Settings. “Configuring OPC Server
Service Settings” on page 55

48 [Link]
 SETTING UP A THIRD-PARTY OPC CLIENT OR SERVER

Installing the OPC Server Connect package

This section describes how to install the OPC Server Connect package on a remote
computer.

To install the OPC Server Connect package

1 Insert the Experion R400 media into the appropriate drive.
2 In Windows Explorer, browse to the server-client folder on the Experion R400
media drive, and then double-click the [Link] file.
3 On the Experion PKS Server Setup screen, click Next.
4 On the Setup Type screen, select Experion PKS Server Client setup, and then
click Next.
5 On the Experion PKS Client Software screen, select Custom, and then click
Next.
6 On the Experion PKS Client Software Client Options screen, select OPC Server
Connect, and then click Next.
7 On the Experion PKS Client Software Folder screen, click Next .
8 On the Ready to Install the Program screen, click Install.
The OPC Server Package is installed.
9 On the InstallShield Wizard Complete screen, click Finish.
10 On the Experion Client Software Installer Information message, click Yes to
restart the computer.
The computer restarts.

49
SETTING UP A THIRD-PARTY OPC CLIENT OR SERVER

Creating the Windows mngr account

This section describes how to create the Windows mngr account.

To create the Windows mngr account

1 Choose Start, right-click Computer and choose Manage.
2 Expand the System Tools item and then expand the Local Users and Groups
item.
3 Click Users.
4 Choose Action > New User to open the New User dialog box.
5 In the User Name box, type mngr .
6 In the Full Name box, type Experion Server Manager .
7 In the Password and Confirm Password boxes, type the password for this user,
as specified in the site specification form.
The Windows mngr account password must be the same on all computers.
8 Clear the User must change password at next logon check box and then select
the Password never expires check box.
9 Click Create to add the account.
10 Close the Computer Management dialog box.

50 [Link]
 SETTING UP A THIRD-PARTY OPC CLIENT OR SERVER

Creating the third-party OPC Windows account

This section describes how to create the Windows account that the third-party OPC
software runs under on another computer.

Prerequisites
• The name and password of the Windows account that the third-party OPC
software runs under, as specified on the site specification form.

To create the third-party OPC Windows account

1 Choose Start, right-click Computer and choose Manage.
2 Expand the System Tools item and then expand the Local Users and Groups
item.
3 Click Users.
4 Choose Action > New User to open the New User dialog box.
5 In the User Name box, type the Windows account that the third-party OPC
software runs under.
6 In the Full Name box, type a meaningful name for this account.
7 In the Password and Confirm Password boxes, type the password for this
account.
The Windows account password must be the same on all computers.
8 Clear the User must change password at next logon check box and then select
the Password never expires check box.
9 Click Create to add the account.
10 In the Local Users and Groups item, click Groups .
11 Double-click the Product Administrators group to the display the Product
Administrators Properties dialog box.
12 Click Add to display the Select Users or Groups dialog box.
13 Click the name of the Windows account you have created and then click Add.
14 Click OK.
15 Click OK to close the Product Administrators Properties dialog box.
16 Close the Computer Management dialog box.

51
SETTING UP A THIRD-PARTY OPC CLIENT OR SERVER

Configuring DCOM on the Experion OPC server

This section describes how to configure the DCOM settings on the Experion OPC
server to grant access to the Windows account that the third-party OPC client runs
under.

To configure DCOM on an Experion server

1 Choose Start > All Programs > Accessories > Run to display the Run dialog
box.
2 Type dcomcnfg and click OK to display the Distributed COM Configuration
Properties dialog box.
3 In the Applications list, click Experion OPC Server and then click
Properties.
4 Click the Security tab.
5 Click Customize in the Access Permissions group, and then click Edit.
6 Click Add to display the Select Users, Computers or Groups dialog box.
7 If the Experion server and the third-party OPC client computer are on different
Windows domains, click Location and select the name of the Experion server
from the correct domain.
8 In the Enter the object names to select box, type the name of the Windows
account that the third-party OPC client is running under.
9 Click Check name.
10 Click OK.
11 In the Permissions for [account name] box, allow Local Access and Remote
Access for the account that was added.
12 Click OK to close the Access Permission dialog box.
13 In the Properties window for the Experion OPC Server, click Customize in the
Launch and Activation Permissions group, and then click Edit.
14 Repeat steps to 11 to add the Windows account that the third-party OPC client is
running under.
15 In the Permissions for [account name] box, allow Local Launch, Remote
Launch, Local Activation and Remote Activation for the account that was
added, and then click OK to close the Launch Permission dialog box.
16 Close the Distributed COM Configuration Properties dialog box.

52 [Link]
 SETTING UP A THIRD-PARTY OPC CLIENT OR SERVER

Configuring DCOM on a third-party OPC server

This section describes how to configure the DCOM settings on a third-party OPC
server to grant access to the Windows mngr account.
When the target server is running as a service, you need to set the DCOM launch
permissions to exclude all users except the local SYSTEM account so that the
service can only be started and stopped using the local service control. If the service
is set to enable DCOM launch permissions for remote users, then a remote
connection request will cause the service process to start if it is not presently
running. This can result in initialization problems for the service and a problematic
connection for the client.

To configure DCOM on a third-party OPC server

1 Choose Start > All Programs > Accessories > Run to display the Run dialog
box.
2 Type dcomcnfg and click OK to display the Distributed COM Configuration
Properties dialog box.
3 In the Applications list, click the name of the third-party OPC server and then
click Properties.
4 If you are setting up a third-party OPC Server to run as a service, click the
Security tab.
If you are setting up a third-party OPC Server to run as a foreground application,
got to step 11.
5 In the Launch and Activate Permissions group. click Customize and then click
Edit.
6 In the Launch Permissions dialog box, set the permissions for users follows and
then click OK.
Administrator: Allow Local Activation
Network: Allow Local Activation and Remote Activation
Mngr: Allow Local Activation and Remote Activation
Network Service: Allow Local Activation and Remote Activation
System: Allow Local Launch and Local Activation
7 In the Access Permissions group, click Customize and then click Edit.
8 In the Access Permissions dialog box, set the permissions for users as follows
and click OK:
Administrator: Allow Local Access
Network: Allow Local Access and Remote Access

53
SETTING UP A THIRD-PARTY OPC CLIENT OR SERVER

Mngr: Allow Local Access and Remote Access

Network Service: Allow Local Access and Remote Access
System: Allow Local Launch and Local Access
9 In the Configuration Permissions group, click Customize and then click
Edit.
10 In the Change Configuration Permission dialog box, set the permissions for
users as follows and then click OK.
Administrator: Allow Full Control and Read
Creator/Owners: Deny Full Control and Read
Power Users: Deny Full Control and Read
System: Allow Full Control and Read
Users: Deny Full Control but allow Read
11 Click the Identity tab of the Properties sheet.
12 Click This user and then click Browse.
13 In the Select User dialog box, select the local mangr account and close the dialog
box.
14 On the Identity tab, enter and confirm the password for the local mngr account
and click Apply to apply the settings and close the Properties sheet.

54 [Link]
 SETTING UP A THIRD-PARTY OPC CLIENT OR SERVER

Configuring OPC Server Service Settings

To configure OPC Server service settings

1 Choose Start > All Programs > Accessories > Run to display the Run dialog
box.
2 Type [Link] and click OK.
3 In the list of services, click the name of the third-party OPC server and then click
Properties.
4 Click the Recovery tab and choose the following settings:
First failure: Restart the Service
Second failure: Restart the Service
Subsequent failure: Restart the Service
Reset fail count after: 0 days
Reset service after: 1 minutes
5 Click Apply to apply the settings, and then click OK to close the Properties
sheet.

55
SETTING UP A THIRD-PARTY OPC CLIENT OR SERVER

Controlling read/write access

By default, any OPC client connected to the Experion OPC data access server has
full read and write access to the Experion point database. Any client connected to the
Experion OPC historical data access server has read access to the Experion point
database. It is possible to deny OPC clients read/write access to the Experion point
database based on the Windows account that the third-party OPC client runs under.

To deny read/write access for a Windows account

1 On the Experion server, use Windows Explorer to locate the XPKSOPCRead,
XPKSOPCWrite, and XPKSOPCHDARead files in the \Hwiac\Security folder.

2 For each file

a Right-click it and choose Properties to display the Properties dialog box.
b Click the Security tab.
c Click Add to display the Select Users of Groups dialog box.
d Click the Windows account name that you want to deny access and then click
Add.
e Click OK.
f In the Permissions list, select all check boxes displayed in the Deny column.
g Click OK.
It is not possible to deny read access to a Windows account while giving write
access to the same Windows account. If a Windows account is denied read
access, any third-party OPC clients that run under that Windows account are
denied access to the Experion point database. It is possible, however, to only
deny write access to a Windows account.

Attention
For upgraded Experion servers, there may be existing files in the \Hwiac
\Security folder controlling read/write access. On these servers, the file names
are specified by the OPCRead and OPCWrite registry values located in the
HKEY_LOCAL_MACHINES\Software\Honeywell\MyTPSDomain\
HciComponents\Experion PKS OPC Server hostname\MethodSecurity key,
where hostname is the name of the Experion server.

56 [Link]
 SETTING UP A THIRD-PARTY OPC CLIENT OR SERVER

Configuring the CDA-SP service to use the OPC server

account and password
This section describes how to configure the CDA-SP service on ACE nodes.

To configure the CDA-SP service on the ACE server

1 Choose Start > Control Panel > System and Maintenance > Administrative
Tools , and then double-click the Services icon.
2 Right-click the Experion CDA-SP service item and choose Properties.
3 Click the Log On tab.
4 Click This account and type mngr as the account.
.\ may be prefixed to mngr.
5 In the Password and Confirm password boxes, type the mngr password , and then
click OK.
6 Click OK.
7 Close the Services dialog box.

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SETTING UP A THIRD-PARTY OPC CLIENT OR SERVER

Configuring an OPC server

If an OPC server is serving data to the ACE node, complete the following steps on
the OPC server.

Attention
Don't perform this task on an ACE node.

To configure an OPC server

1 Choose Start > Run.
2 Type dcomcnfg in the Open box and then click OK.
3 Navigate to Console Root > Component Services > Computers > My
Computer > DCOM Config. In the Applications list, click the OPC server that
matches the ACE client use and click Properties .
For most Experion PKS systems, the OPC server is HCI_TPNServer — exe
Server.

4 Click the Identity tab.

5 Click This user.
6 In the User box, type <Computer Name>\mngr , where <Computer Name> is the
name of this computer.
If required, click Browse to locate the name of this computer.
7 In the Password and Confirm Password boxes, type the Windows mngr
account password.
8 Click the Security tab.
9 Click Use custom access, then click Use custom launch permission, and then
click User custom configuration permissions.
10 Click each Edit button and complete the following instructions:
a Click Add.
b In the List Names From list, click the computer name.
c Click Show Users.
d Click mngr (Experion Server Manager).
e In the Type of Access list, click Allow Access.
f Click Add.
g Click OK to close the Add Users and Groups dialog box.
11 Click OK to close the Registry Value Permissions dialog box.

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 SETTING UP A THIRD-PARTY OPC CLIENT OR SERVER

Enabling page locking

To enable page locking on ACE

1 Choose Start > Programs > Administrative Tools > Local Security Policy.
2 Expand the Local Policies item and click User Rights Assignment.
3 Double-click Lock pages in memory to display the Local Security Policy
Setting dialog box.
4 Click Add.
5 Click mngr and then click Add.
6 Click OK.
7 Click OK to close the Local Security Policy Setting dialog box.
The changes will take effect when the computer is restarted.
8 Close the Local Security Settings dialog box.

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SETTING UP A THIRD-PARTY OPC CLIENT OR SERVER

60 [Link]
Installing Redirection Manager

You need to install Redirection Manager to enable OPC clients to communicate with
redundant OPC servers.

Attention
You only need to install Redirection Manager if you did not install it when you installed
the Experion server software, or if it was not preserved during migration.

This section describes the high-level tasks you must complete to install and
configure the Redirection Manager. Most of the tasks listed below are described in
the following guides
• Redirection Manager User's Guide
• Server and Client Configuration Guide

Related topics
“About Redirection Manager” on page 62
“Redirection Manager installation for third-party OPC clients checklist” on
page 63
“Redirection Manager installation for ACE nodes checklist” on page 64
“Redirection Manager installation for Experion OPC client checklist” on page 65
“Installing Redirection Manager on the Experion OPC client computer” on
page 66

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INSTALLING REDIRECTION MANAGER

About Redirection Manager

Redirection Manager (RDM) provides transparent connection between OPC clients
and redundant OPC servers. Topologies where RDM is used are:
• Third-party OPC client communicating with redundant Experion OPC servers
• ACE nodes communicating with redundant Experion servers
• Experion OPC clients communicating with redundant third-party OPC servers

The System Management software communicates with the RDM to enable the RDM
to identify which of the redundant servers is running as the primary server. An OPC
connection or ACE node connection is made via the RDM to the OPC server that is
running as primary. Data and alarms/events are transferred to and from the OPC
server and the OPC client through the RDM.

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 INSTALLING REDIRECTION MANAGER

Redirection Manager installation for third-party OPC

clients checklist

Task Go to Done?
Install Redirection Manager on the third-party OPC client “Installing
computer. Redirection
Manager on
the Experion
OPC client
computer” on
page 66
Add the Redirection Manager node the to Network tree. Knowledge
Builder
For information on adding nodes to the Network tree see the
following topic in Knowledge Builder:
Experion R400 > Configuration > Server and Client
Configuration Guide > Configuring the Network tree >
Network tree.
Configuration Redirection Manager. Knowledge
Builder
During this configuration you are required to specify the program
ID of the Experion OPC server which is [Link].
For information on configuring Redirection Manager see the
following topic in Knowledge Builder:
Experion R400 > Configuration > Redirection Manager
User's Guide > Redirection Manager Configuration >
Configuring Redirection Manager.

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INSTALLING REDIRECTION MANAGER

Redirection Manager installation for ACE nodes checklist

Task Go to Done?
Install Redirection Manager on the ACE node “Installing
Redirection
Manager on
the Experion
OPC client
computer” on
page 66
Add the Redirection Manager node to the Network tree Knowledge
Builder
For information on adding nodes to the Network tree see the
following topic in Knowledge Builder:
Experion R400 > Configuration > Server and Client
Configuration Guide > Configuring the Network tree >
Network tree configuration tasks > Adding computers to the
Network tree.
Configure Redirection Manager. Knowledge
Builder
For information on configuring Redirection Manager see the
following topic in Knowledge Builder:
Experion R400 > Configuration > Redirection Manager
User's Guide > Redirection Manager Configuration >
Configuring Redirection Manager.

64 [Link]
 INSTALLING REDIRECTION MANAGER

Redirection Manager installation for Experion OPC client

checklist

Attention
You only need to install Redirection Manager if you did not install it when you installed
the Experion server software, or if it was not preserved during migration.

Tasks

Task Go to Done?
Install Redirection Manager on the Experion OPC client “Installing
computer if it is not already installed. Redirection
Manager on
the Experion
OPC client
computer” on
page 66
Add the Redirection Manager node to the Network tree Knowledge
Builder
For information on adding nodes to the Network tree see the
following topic in Knowledge Builder:
Experion R400 > Configuration > Server and Client
Configuration Guide > Configuring the Network tree >
Network tree configuration tasks > Adding computers to the
Network tree.
Configure Redirection Manager. Knowledge
Builder
For information on configuring Redirection Manager see the
following topic in Knowledge Builder:
Experion R400 > Configuration > Redirection Manager
User's Guide > Redirection Manager Configuration >
Configuring Redirection Manager.

65
INSTALLING REDIRECTION MANAGER

Installing Redirection Manager on the Experion OPC client

computer
For instructions on how to install Redirection Manager, see the “Optional Features”
section of the Software Installation User's Guide.

66 [Link]
RSLinx configuration tasks

Rockwell RSLinx software is required for systems where ControlNet via either PCI
or Ethernet card is used for C200 controllers or Allen-Bradley PLCs on the Experion
Process Network (EPN).
When setting up your system, you use RSLinx to configure a driver for each
connection type. The server uses the RSLinx driver name to identify the driver.
Always use the default driver name when adding a new driver. In a redundant server
system both servers must be configured identically.
The following topics describe the procedures for configuring the RSLinx drivers
for:
• ControlNet via PCIC
• ControlNet via Ethernet
These configuration procedures assume that you are using C200 controllers and
that:
• RSLinx Classic OEM has been successfully installed and activated.
• The electronic data sheets (EDS) for RSLinx have been registered.
If you are using SCADA controllers (that is, Allen-Bradley PLCs) via Ethernet, this
may not be the case. Before configuring the Ethernet drivers with RSLinx, you may
therefore need to:
• Activate RSLinx
If you are using FactoryTalk you can use the FactoryTalk activation tool to
activate RSLinx. For more information, see “Activating RSLinx using the
FactoryTalk Activation Tool” on page 76.
Alternatively, if you are not using FactoryTalk, you may need to activate your
RSLinx software by installing the activation file [Link] on your system. For
more information, see “Moving the RSLinx activation file” on page 84.
• Register the EDS

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RSLINX CONFIGURATION TASKS

For more information, see “Registering Electronic Data Sheets for RSLinx” on
page 75.

Moving RSLinx activations

When you upgrade or change computers you need to rehost the RSLinx activations.
Depending on your RSLinx licence, you can do this either with FactoryTalk (see
“Activating RSLinx using the FactoryTalk Activation Tool” on page 76) or by
moving the activation file (as described in “Registering Electronic Data Sheets for
RSLinx” on page 75).

Related topics
“Configuring RSLinx for ControlNet (via PCIC)” on page 69
“Configuring RSLinx for ControlNet (via Ethernet)” on page 72
“Registering Electronic Data Sheets for RSLinx” on page 75
“Activating RSLinx using the FactoryTalk Activation Tool” on page 76
“Moving the RSLinx activation file” on page 84

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 RSLINX CONFIGURATION TASKS

Configuring RSLinx for ControlNet (via PCIC)

Complete this task on nodes where ControlNet (via PCIC) is used for the Experion
Process Network (EPN).

Attention
If your system already has devices connected via RSLinx, these devices will be
disconnected when you add a new device. The RSLinx service needs to be stopped
when you add a new device and this could lead to a loss of view. You should therefore
not perform this procedure on a live system in a running plant.

Prerequisites
• RSLinx has been installed as described in the Software Installation and Upgrade
Guide.
• RSLinx is activated and in OEM (not Lite) mode.
If not, you may need to follow the instructions in “Activating RSLinx using the
FactoryTalk Activation Tool” on page 76 or in “Moving the RSLinx activation
file” on page 84.

To configure RSLinx for ControlNet (via PCIC)

1 On the Experion server, choose Start > All Programs > Rockwell Software >
RSLinx > RSLinx Classic Launch Control Panel
2 Right-click and choose Run as Administrator.
The RSLinx Classic Launch Control Panel is displayed.

Figure 1: RSLinx Classic Launch Control Panel

3 If Always run as service is disabled, you need to enable it as follows:
a Choose Start > Administrative Tools > Services.

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RSLINX CONFIGURATION TASKS

b Locate the RSLinx Classic service, and double-click on it to display the

RSLinx Classic Properties window.
c Click Stop.
d In the Startup type box, select Disabled.
e Click OK to close the Properties window.
The Always Run As Service check box in the RSLinx Classic Launch Control
Panel should now be enabled.
4 Deselect the Always run as service check box and click Start.
5 Close the RSLinx Classic Launch Control Panel.
6 Start RSLinx. You can either click on the RSLinx icon in the Windows system
tray or choose Start > All Programs > Rockwell Software > RSLinx.
The RSLinx Classic Window is displayed.

Attention
If the window title is RSLinx Classic Lite instead of RSLinx Classic OEM, the
activation has not succeeded and you need to repeat the activation procedure.

7 Choose Communications > Configure Drivers.

8 In the Available Driver Types list, click 1784-PCIC(S) for ControlNet
devices, and click Add New.
9 Verify that the name is AB_PCIC-1 and then click OK.
10 Type the Network Address (dec) , based on the following table:

Server Type Network Address

Redundant server A 24
Redundant server B 23
Non-redundant server 24

Enter the appropriate MAC address for ACE and Simulation Server.
11 Click OK.
12 Check the status of the driver. It must be Running.
13 Click Close.
14 Close the RSLinx window.
15 Restart the computer.
16 Verify that the PLC is detected.

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 RSLINX CONFIGURATION TASKS

17 In Windows, choose Start > All Programs > Rockwell Software > RSLinx >
RSLinx Classic Launch Control Panel
18 Right-click and choose Run as Administrator.
The RSLinx Classic Launch Control Panel is displayed.
19 Click Stop.
20 Enable Always run as a service.
21 Click Start.
22 In Windows, choose Start > Administrative Tools > Services.
23 Locate the RSLinx service in the list of services and ensure that it is running.
24 If you had to disable the RSLinx Classic service as described in step 3, set it back
to normal and start the service.

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RSLINX CONFIGURATION TASKS

Configuring RSLinx for ControlNet (via Ethernet)

Complete this task on nodes where ControlNet (via Ethernet) is used for the
Experion Process Network (EPN).

Prerequisites
• RSLinx has been installed as described in the Software Installation and Upgrade
Guide.
• The electronic data sheets (EDS) for RSLinx have been registered.
If not, you may need to follow the instructions in “Registering Electronic Data
Sheets for RSLinx” on page 75.
• RSLinx is activated and in OEM (not Lite) mode.
If not, you may need to follow the instructions in “Activating RSLinx using the
FactoryTalk Activation Tool” on page 76 or in “Moving the RSLinx activation
file” on page 84 (depending on your RSLinx licence).
• You have set up drivers and IP addresses as described in the following topic in
Knowledge Builder: Experion PKS R400 > Configuration > Ethernet
Implementation Guide > Configuration > Setting up Drivers and IP
Addresses.
Note that the [Link] file must be located in the C:\Program Files
\Honeywell\Experion PKS\Engineering Tools\system\bin folder.

Attention
If your system already has devices connected via RSLinx, these devices will be
disconnected when you add a new device. The RSLinx service needs to be stopped
when you add a new device and this could lead to a loss of view. You should therefore
not perform this procedure on a live system in a running plant.

To configure RSLinx for ControlNet (using Ethernet)

1 On the Experion server, choose Start > All Programs > Rockwell Software >
RSLinx > RSLinx Classic Launch Control Panel
2 Right-click and choose Run as Administrator.
The RSLinx Classic Launch Control Panel is displayed.

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 RSLINX CONFIGURATION TASKS

Figure 2: RSLinx Classic Launch Control Panel

3 If Always run as service is disabled, you need to enable it as follows:
a Choose Start > Administrative Tools > Services.
b Locate the RSLinx Classic service, and double-click on it to display the
RSLinx Classic Properties window.
c Click Stop.
d In the Startup type box, select Disabled.
e Click OK to close the Properties window.
The Always Run As Service check box in the RSLinx Classic Launch Control
Panel should now be enabled.
4 Deselect the Always run as service check box and click Start.
5 Close the RSLinx Classic Launch Control Panel.
6 Start RSLinx. You can either click on the RSLinx icon in the Windows system
tray or choose Start > All Programs > Rockwell Software > RSLinx.
The RSLinx Classic Window is displayed.

Attention
If the window title is RSLinx Classic Lite instead of RSLinx Classic OEM, the
activation has not succeeded and you need to repeat the activation procedure.

7 Choose Communications > Configure Drivers.

8 In the Available Driver Types list, click Ethernet Devices, and click Add
New.
9 Specify the IP address and click OK.
Note that you need to configure the RSLinx driver for each controller.
10 Restart the computer.
11 Verify that the controller is detected.

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RSLINX CONFIGURATION TASKS

12 In Windows, choose Start > All Programs > Rockwell Software > RSLinx >
RSLinx Classic Launch Control Panel
13 Right-click and choose Run as Administrator.
The RSLinx Classic Launch Control Panel is displayed.
14 Click Stop.
15 Enable Always run as a service.
16 Click Start.
17 In Windows, choose Start > Administrative Tools > Services.
18 Locate the RSLinx service in the list of services and ensure that it is running.
19 If you had to disable the RSLinx Classic service as described in step 3, set it back
to normal and start the service.

74 [Link]
 RSLINX CONFIGURATION TASKS

Registering Electronic Data Sheets for RSLinx

Complete this task for ControlNet using PCIC or Ethernet.

Registering Electronic Data Sheets for RSLinx

1 Choose Start > All Programs > Rockwell Software > RSLinx Tools > EDS
Hardware Installation Tool.
2 Click Add.
3 Click Register a directory of EDS files.
4 Click Browse and browse to C:\Program Files\Rockwell Software\RSCommon
\Honeywell EDS,and then click OK.
5 Click Next.
6 Review the Installation Test Results and click Next.
7 Click Next to accept the default icons.
8 Click Next to register the devices.
9 Click Finish to complete the wizard.
10 Click Exit.

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RSLINX CONFIGURATION TASKS

Activating RSLinx using the FactoryTalk Activation Tool

There are two different ways in which you can activate RSLinx using the
FactoryTalk Activation Tool. You use:
• Node-locked activation to lock the software activation to a single, specific
computer.
• Concurrent activation to lock the software activation to a computer that
functions as an activation server for client computers.

Prerequisites for activating RSLinx using the FactoryTalk Activation Tool

• FactoryTalk Activation Server software (if you need a mixture of both
concurrent and node-locked activations).
• FactoryTalk Activation Client software (if you only need node-locked
activations).
• The host ID of the network card or the hard drive to which you want the
activation to be locked to.
• The RSLinx serial number and product key (see the RSLinx activation
certificate).
• USB drive, floppy disk, or other removable medium to transfer the activation
file.
• RSLinx and the FactoryTalk Activation Tool are installed on the computer.

Attention
The activation instructions in this guide assume that the computer on which you need to
activate RSLinx is not connected to the Internet. They describe how you can download
the activation file to the computer with Internet access, and then copy the activation file
to the computer without Internet access.

Related topics
“Activating RSLinx using node-locked activations” on page 77
“Activating RSLinx using concurrent activations” on page 80
“Rehosting the RSLinx activations” on page 81

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 RSLINX CONFIGURATION TASKS

Activating RSLinx using node-locked activations

Node-locked activation locks the software activation to a single computer, and is

used for standalone servers.
The following instructions assume that the computer on which you want to activate
RSLinx is not connected to the Internet.

Prerequisites
• FactoryTalk (Client version)
• USB drive (or other removable medium or drive)

To set up RSLinx node-locked activations

1 Connect the USB drive to the computer without Internet access.
2 Choose Start > Programs > Rockwell Software > FactoryTalk Activation >
FactoryTalk Activation Tool
The FactoryTalk Activation Tool dialog box appears.
3 Click Settings.
4 Click Create a Transfer Tool.
The Build Transfer Tool dialog box appears.
5 Click Browse.
The Browse For Folder dialog box appears.
6 Select a location on the USB drive and then click OK.
The Build Transfer Tool dialog box appears.
7 Click Build.
A message appears indicating that the FactoryTalk Activation Transfer Tool is
created on the removable disk drive.
8 Click OK.
9 Browse to the location where the Transfer Tool is created on the removable disk
drive and double-click [Link].
The FactoryTalk Activation Transfer Tool dialog box appears.
10 Click the Host ID tab.
11 Ensure the Show Host IDs for this computer check box is selected.
12 In the Host ID list, click the Host ID of the computer on which RSLinx is to be
activated.

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RSLINX CONFIGURATION TASKS

Attention
• If your computer has multiple network cards available, each card has a separate
Host ID. Choose the Host ID that you want the activation to be "locked" to.
• To prevent the activations from failing unexpectedly at runtime, do not lock
activations to virtual network adapters, such as those used for Virtual Private
Networks (VPN) or virtual machines. Instead, lock the activations to the Host
IDs of fixed devices such as Ethernet card MAC addresses or hard drive serial
numbers.

13 In the Notes box, type a description for the Host ID.

14 Click Add Record.
The client computer name and Host ID are displayed in the right pane.
15 Click Exit.
16 Remove the USB drive from the computer that is not connected to the
Internet.
17 Connect the USB drive to a computer that is connected to the Internet.
18 Open the FactoryTalk Activation Tool.
19 Click the Get Activations tab.
20 Click Open Activation Wizard.
21 Select the Use the Expert Interface to activate multiple products check
box.
22 Click Next.
The Activation Wizard dialog box appears.
23 On the Activation Wizard dialog box, click Import.
A message appears prompting you to search for locally installed HostID Record
File.
24 Click No to manually select the file.
25 Browse to the location where the Transfer Tool is created on the USB drive and
select the [Link] file.
26 Click Open.
The Activation Wizard dialog box appears.
27 From the list of computers, select the Host ID of the computer on which you want
to activate RSLinx.
28 Complete the Serial Number and Product Key boxes.
29 Click Next.
30 In the Requested field, select the number of activations you want to retrieve.

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 RSLINX CONFIGURATION TASKS

31 Click Next.
A message appears prompting you to confirm your selections.
32 Ensure that all the information is correct and then click Next.
33 After you complete the software activation, click Print to get a hardcopy
printout of the activation information.
34 Click Finish.
35 Open the Transfer Tool ([Link]) on the USB drive.
The FactoryTalk Activation Transfer Tool dialog box appears displaying the
available activations in the right pane.
36 If the downloaded activation is not listed, click the Browse button in the Copy To
Path box.
37 Go to the location where activations are stored on the computer.
38 In the right pane, select the activation that you want to transfer to the computer
that is not connected to the Internet.
39 Click the left arrow to move the activation to the USB drive.
The activation is added to the USB drive.
40 On the non-networked computer, connect the USB drive.
41 Open the Transfer Tool ([Link]) on the USB drive.
The FactoryTalk Activation Transfer Tool dialog box appears.
42 Ensure that the Activations on Archive box lists the location of the USB
drive.
If not, click the Browse button and navigate to the correct location.
43 From the list in the left pane, select the activation to transfer to the computer that
is not connected to the Internet.
44 Ensure the Copy to Path box lists the computer's correct activation location.
If not, click Browse and go to the location where activations are stored.
45 Click the right arrow.
The activation is transferred to the computer that is not connected to the Internet.
46 Click Exit.
47 Choose Start > Programs > Rockwell Software > FactoryTalk Activation >
FactoryTalk Activation Tool
The FactoryTalk Activation Tool dialog box appears.
48 Click the Current Activations tab.
49 Select the Browse for available activations on start-up check box if it is not
selected.

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RSLINX CONFIGURATION TASKS

50 Click Refresh.
The available activation information is listed.
51 Start RSLinx.
You now have a node-locked activation for RSLinx.

Activating RSLinx using concurrent activations

Concurrent activations lock the software activation to a computer that functions as

an activation server for client computers. This enables RSLinx to be activated on
individual client computers without having to go through the full download
procedure for each computer.
The following instructions assume that the activation server you are setting up is not
connected to the Internet.

Prerequisites
• FactoryTalk (Server version)
• USB drive (or other removable medium or drive)

To set up the concurrent activations server for RSLinx

1 Perform steps 1 through 46 in the topic “Activating RSLinx using node-locked
activations” on page 77.
2 Choose Start > Programs > Rockwell Software > FactoryTalk Activation >
FactoryTalk Activation Tool
The FactoryTalk Activation Tool dialog box appears.
3 Click the Settings tab.

Attention
When a new activation file is added, you must restart the activation server to have
the new activation detected.

4 Click Stop and then click Start to restart the activation server.
5 Click the Current Activations tab.
6 Select Browse for available activations on start-up check box if it is not
selected.
7 Click Refresh.
The available activation information is listed in the Total column.

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The activation server is now set up and ready to use and manage activations. You
now need to set up the client computers to access activations from the activation
server.

To set up client computers to access RSLinx activations from the activation server
1 On a client computer, choose Start > Programs > Rockwell Software >
FactoryTalk Activation > FactoryTalk Activation Tool
2 Click the Settings tab.
3 Click the plus sign (+) icon at the top of the window.
4 In the text box, type the @ symbol followed by the name or IP address of the
activation server computer.

Attention
To determine the activation server name and IP address using the command prompt
on the server computer, type ipconfig/all. The activation server computer's
name and IP address are displayed.

5 Click the Current Activations tab.

6 Select Browse for available activations on start-up check box if it is not
selected.
7 Click Refresh.
The available activation information is listed.
8 Start RSLinx.
On the Current Activations tab on the activation server computer or any of the
client computers, the Total column identifies the number of available activations
for each product.
You can use this procedure to set up any number of client computers. Ensure that
you allocate activations for all the client computers that may need to start the
product software at one time.
You have now setup an activation server that can distribute concurrent
activations to multiple client computers as software products are started.

Rehosting the RSLinx activations

Rehosting an RSLinx activation file deactivates and deletes the activation file on the
computer that is hosting it and creates a rehost code that can be used for generating a
new activation file for use on another computer.
Note that rehosting is not intended for moving activations frequently. As it is only
intended for unexpected or infrequent events, such as a computer upgrade or failure

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RSLINX CONFIGURATION TASKS

or a change to the system, rehosting is limited to three times per 12 months for each
serial number. If you need to move activations more frequently, use a FactoryTalk
Activation dongle.

Attention
• Rehosting the activation deletes the activation file from the local computer. The
rehosting process must be performed from the physical computer where the
activation file resides.
• Do not rehost borrowed activations. If you need to rehost an activation that is
currently borrowed, ensure that the activation is returned to the activation server
before you rehost the activation.

To rehost the RSLinx activations

1 On the computer where the activation file resides, choose Start > Programs >
Rockwell Software > FactoryTalk Activation > FactoryTalk Activation Tool
The FactoryTalk Activation Tool dialog box appears.
2 Click the Rehost Activations tab.
3 Select the activation you want to rehost.
4 Click Rehost.
The Confirm Activation Rehost dialog box appears.
5 Ensure the activation listed is the one you want to rehost.

Attention
As the next step deletes the listed activation file from your local activation folder,
make sure that you have chosen the correct activation.

6 Click Continue.
The Rehost dialog box appears listing the information you need to rehost the
activation.
7 On the Rehost Code dialog box, click Print to obtain a copy of the information
for your records.

Tip
If you do not have access to a printer, write down the Rehost Code, Serial
Number, and Host ID as you may need this information to complete the rehosting
process.
If you misplace the rehost code information, you can access the necessary
information by searching for the Rehost_log.txt file using Windows Explorer.

8 Click OK.

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9 To deactivate concurrent activations on an activation server computer, perform

the following steps.
a Go to the location where your activation files are stored.
b Identify which activation file you are rehosting (check the Host ID, type of
activation, and serial number of the file).
c Delete the concurrent activation file that you rehosted.
d In the FactoryTalk Activation Tool, click the Settings tab.
e Click Stop and then Start to restart the server.
The activation is removed from the list.
10 Log on to computer that is connected to the Internet.
11 In the Internet browser type [Link] and press
Enter.
12 Select Rehost Activations.
13 Type the Rehost Code, Serial Number, and Host ID using the information in the
printout (see step 7).
14 Click Rehost.

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Moving the RSLinx activation file

This topic describes how to activate the OEM version of RSLinx by moving the
activation file [Link] from the RSLinx Master 3.5-inch disk to the computer's
hard drive. It also describes how to move the file from the computer's hard drive back
to the RSLinx Master 3.5-inch disk when you need to change computers or reformat
the hard drive.
If the activation file is already present on the computer's hard drive when you install
RSLinx, the application will operate as the OEM version and you do not need to
follow the instructions in this topic to move the activation file to the computer hard
drive.

Attention
• Do not manually copy or move the [Link] file. Moving or copying the
[Link] file will disable the OEM version of RSLinx. Always use the
[Link] command to move the [Link] file.

• If you ever have to reformat your computer's hard drive, you must move the
activation file to the RSLinx Master 3.5-inch disk before you reformat the
computer's hard drive.
• Note that if the [Link] file is corrupted, or if you manually move it, and RSLinx
runs as the Lite, rather than the OEM version, you can visit the Rockwell
Automation Web site ([Link] to
recover the RSLinx activation.
• If you ever need to remove the activation file from a computer, shut down all
Experion PKS server and RSLinx services before you move the file.

Prerequisites
• RSLinx Master 3.5-inch disk.

To move the RSLinx activation file

1 Choose Start > All Programs > Rockwell Software > RSLinx > RSLinx to
open the RSLinx application.
2 Check the title in the RSLinx dialog box.
3 If the title displays “RSLinx Professional or OEM”:
a Choose File > Exit.
b Return to the checklist that led to this task.
4 If the title displays “RSLinx Lite”, choose File > Exit.
a Click RSLinx icon in the system tray.

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b On RSLinx Application, choose File > Exit and shutdown.

c Click Yes on the message “Shutdown RSLinx anyway”.
5 Stop the Experion PKS server (Start > Programs > Honeywell Experion PKS
> Server > Start — Stop Experion PKS Server).
6 Insert the RSLinx Master 3.5-inch disk into drive A.
7 In Windows Explorer, browse to drive A, and then double-click [Link].

Attention
With Windows Vista you must run [Link] in Administrator mode. To open a
Windows command prompt in Administrator mode, choose Start > All Programs
> Accessories, and then right-click Command Prompt and choose Run as
administrator.

8 Select the From Drive and the To Drive.

If you are preparing for an upgrade, click C: in the From Drive and click A: in
the To Drive.
If you are activating a new installation of RSLinx, click A: in the From Drive and
click C: in the To Drive.
9 Click OK to initiate the move.
10 Click Move to move the activation file.
11 When a successful message dialog box appears, click OK.
12 Remove the Master 3.5-inch disk from drive A and store it in a safe place.

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RSLINX CONFIGURATION TASKS

86 [Link]
Installing a Remote Engineering and
Station Server

This section describes the installation of Remote Engineering and Station Server for
Mobile Access for Station and Mobile Access for eServer Premium.

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INSTALLING A REMOTE ENGINEERING AND STATION SERVER

Mobile Access for Station checklist

This is the checklist for a clean installation of a Remote Engineering and Station
Server for use with Mobile Access for Station.

Attention
Make a copy of this checklist so that it is easier to keep track of where you are in the
installation process.

Prerequisites
• Rotary stations must be licensed and created on the Experionserver. For more
information on creating rotary stations, see the Quick Builder Reference in
Knowledge Builder.
• Ensure that your Experion server has enough licensed Stations to allow for
concurrent Station and Remote Engineering and Station Server connections.
• You have the required Client Access Licenses (CALs) for Terminal Services,
which is an authorization key. You received this authorization key when you
purchased the CALs.
• Remote Engineering and Station Server requires a Microsoft Terminal Services
Licensing Server. If your organization already has a Microsoft Terminal Services
Licensing Server, you can use this server to assign Client Access Licenses
(CALs) to remote devices. In this situation, do not install the Terminal Services
Licensing option.
• Remote Engineering and Station Server can serve up to five connections at the
same time.
• Chart visualization is not supported.
• Rotary stations are the only connection type supported.

Tasks

Task Go to Done?
Install Terminal Services on the Remote Engineering and
Station Server. If required, install the Terminal Services
Licensing Server.
If you installed the Terminal Services Licensing Server, activate
it.
Install the Client Access Licenses (CALs).

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Task Go to Done?
Set Terminal Services to Install mode.
Install Experion Flex Station. Software
Installation
User's Guide
Configure the Flex Station. For more information, see Knowledge
Experion R400 > Configuration > Server and Client Builder
Configuration Guide > Configuring Console Stations and
Consoles.
Set Terminal Services to Application mode.
If you are using an existing Terminal Services Licensing Server,
configure the Remote Engineering and Station Server to access
it.
Limit the number of connections to the Remote Engineering
and Station Server.
Create the Remote Engineering and Station Server users.
If providing Mobile Access for Station, configure the Mobile
Access for Station users.

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INSTALLING A REMOTE ENGINEERING AND STATION SERVER

Mobile Access for eServer Premium checklist

This is the checklist for a clean installation of a Remote Engineering and Station
Server for use with Mobile Access for eServer Premium.

Attention
Make a copy of this checklist so that it is easier to keep track of where you are in the
installation process.

Prerequisites
• You must have an eServer installed and configured.
• You have the required Client Access Licenses (CALs) for Terminal Services,
which is an authorization key. You received this authorization key when you
purchased CALs from Honeywell, or another vendor.
• Remote Engineering and Station Server requires a Microsoft Terminal Services
Licensing Server. If your organization already has a Microsoft Terminal Services
Licensing Server, you can use this server to assign Client Access Licenses
(CALs) to remote devices. In this situation, do not install the Terminal Services
Licensing option.
• Remote Engineering and Station Server can serve up to five connections at the
same time.
• Chart visualization is not supported.

Tasks

Task Go to Done?
Install Terminal Services on the Remote “Installing/upgrading
Engineering and Station Server. If required, Microsoft Terminal Services”
install the Terminal Services Licensing Server. on page 92
If you installed the Terminal Services Licensing “Activating Terminal Services
Server, activate it. Licensing server” on page 94
Install the Client Access Licenses (CALs). “Installing the Client Access
Licenses” on page 96
If you are using an existing Terminal Services “Configuring a Remote
Licensing Server, configure the Remote Engineering and Station Server
Engineering and Station Server to access it. to access an existing Terminal
Services Licensing server” on
page 101

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Task Go to Done?
Limit the number of connections to the Remote “Limiting the number of
Engineering and Station Server. connections to the Remote
Engineering and Station
Server” on page 102
Create the Remote Engineering and Station “Creating Remote Engineering
Server users. and Station Server users” on
page 103
Configure the Mobile Access for eServer “Configuring Mobile Access
Premium users. for Station users” on page 104

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Installing/upgrading Microsoft Terminal Services

Prerequisites
• Windows Server 2008 is installed on the server.
• Experion Station is installed on the server.
• Remote Engineering and Station Server requires a Microsoft Terminal Services
Licensing Server. If your organization already has a Microsoft Terminal Services
Licensing Server, you can use this server to assign Client Access Licenses
(CALs) to remote devices. In this situation, do not install the Terminal Services
Licensing option.

To install Microsoft Terminal Services on Windows Server 2008

1 Choose Start, right-click on Computer and choose Manage.
2 If prompted, click Continue in the User Account Control dialog box.
3 Click Roles.
4 Click Add Roles.
The Add Roles Wizard appears.
5 If the Before You Begin page of the Add Roles Wizard appears, click Next.
6 Select Terminal Services.
7 Click Next.
The Terminal Services page appears.
8 Review the introduction to Terminal Services and then click Next.
The Roles Services page appears.
9 Select Terminal Server.
10 If you require a Terminal Services Licensing Server, select TS Licensing.
11 Click Next.
The Application Compatibility page appears.
12 Review the caution about application compatibility and then click Next.
The Authentication Method page appears.
13 Click the required network level authentication and then click Next.
The Licensing Mode page appears.
14 Click the require licensing mode and then click Next.
The User Groups page appears.

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15 Add users or user groups that can connect to this terminal server and then click
Next.
16 If you selected TS Licensing, in the TS Licensing Configuration page, specify
the discovery scope for the license server, the location of the TS Licensing
database, and then click Next.
17 In the Confirmation page, review any caution and notes and then click Next.
The Terminal Server role is installed.
The Results page appears.
18 Review any cautions and then click Close to complete the installation.
The Add Roles Wizard message dialog box appears.
19 Click Yes to restart the computer.

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Activating Terminal Services Licensing server

If you installed the Terminal Services Licensing server, you need to activate it.

Prerequisites
• Installed a Terminal Services Licensing Server.
• To activate the Terminal Services Licensing server using the Internet, you must
already be connected to the Internet before starting.
• If you do not have an Internet connection, you must activate the Terminal
Services Licensing server by telephone.
• You do not need to purchase an activation key for the Terminal Services
Licensing server.

To activate the Terminal Services Licensing server using Automatic Connection

1 Choose Start, right-click on Computer and choose Manage.
2 If prompted, click Continue in the User Account Control dialog box.
3 Expand Roles.
4 Click Terminal Services.
5 In the right-side pane, locate Advanced Tools. To see the advanced options,
click the arrow next to Advanced Tools.
6 Click TS Licensing Manager.
The TS Licensing Manager appears.
7 Expand All Servers.
8 Right-click on the server and choose Activate Server.
The Activate Server Wizard appears.
9 Click Next.
10 In the Connection method list, select Automatic Connection, and then click
Next.
11 Enter your details and then click Next.
12 Enter your company's details and then click Next.
13 Clear the Start Terminal Server Client Licensing Wizard now check box and
then click Finish to complete activation of the Terminal Services Licensing
server.

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To activate the Terminal Services Licensing server using Web Browser

1 Choose Start, right-click on Computer and choose Manage.
2 If prompted, click Continue in the User Account Control dialog box.
3 Expand Roles.
4 Click Terminal Services.
5 In the right-side pane, locate Advanced Tools. To see the advanced options,
click the arrow next to Advanced Tools.
6 Click TS Licensing Manager.
The TS Licensing Manager appears.
7 Expand All Servers.
8 Right-click on the server and choose Activate Server.
The Activate Server Wizard appears.
9 Click Next.
10 In the Connection method list, select Web Browser, and then click Next.
11 Click on the URL link to go to the Terminal Server Activation and Licensing web
site.
12 Follow the prompts on the web page to obtain a license server ID.
13 In the Activate Server Wizard, type the license server ID and then click
Next.
14 Clear the Start Terminal Server Client Licensing Wizard now check box and
then click Finish to complete activation of the Terminal Services Licensing
server.

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Installing the Client Access Licenses

This section describes how to install the Client Access Licenses (CALs) on the
Terminal Services Licensing server.

Prerequisites
• Installed and activated a Terminal Services Licensing Server.
• You have the required Client Access Licenses (CALs) for Terminal Services,
which is an authorization key. You received this authorization key when you
purchased CALs.
• To install the Client Access Licenses using the Internet, you must already be
connected to the Internet before starting.

To install Microsoft Select Agreement Client Access Licenses using the Internet
1 Choose Start, right-click on Computer and choose Manage.
2 If prompted, click Continue in the User Account Control dialog box.
3 Expand Roles.
4 Click Terminal Services.
5 In the right-side pane, locate Advanced Tools. To see the advanced options,
click the arrow next to Advanced Tools.
6 Click TS Licensing Manager.
The TS Licensing Manager appears.
7 Expand the All Servers item.
8 Right-click on the server name, and choose Install Licenses.
9 When prompted, type the 25 character authorization key and then click Add.
10 Click Next.
The Terminal Services Licensing server contacts the Licensing server. If
successful, the CALs are installed. If you are not successful, please use the
telephone procedure to get help from a Microsoft representative.

To install Microsoft Open License Agreement Client Access Licenses using the
Internet
1 Choose Start, right-click on Computer and choose Manage.
2 If prompted, click Continue in the User Account Control dialog box.
3 Expand Roles.

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4 Click Terminal Services.

5 In the right-side pane, locate Advanced Tools. To see the advanced options,
click the arrow next to Advanced Tools.
6 Click TS Licensing Manager.
The TS Licensing Manager appears.
7 Expand the All Servers item.
8 Right-click on the server name, and choose Install Licenses.
9 When prompted, type the authorization no and license agreement number.
10 Click the Windows 2008 Terminal Services Client Access License option
button.
11 Type the required number of licenses.
12 Click Next.
The Terminal Services Licensing server contacts the Licensing server. If
successful, the CALs are installed. If you are not successful, please use the
telephone procedure to get help from a Microsoft representative.

To install other Licensing Client Access Licenses using the Internet

1 Choose Start, right-click on Computer and choose Manage.
2 If prompted, click Continue in the User Account Control dialog box.
3 Expand Roles.
4 Click Terminal Services.
5 In the right-side pane, locate Advanced Tools. To see the advanced options,
click the arrow next to Advanced Tools.
6 Click TS Licensing Manager.
The TS Licensing Manager appears.
7 Expand the All Servers item.
8 Right-click on the server name, and choose Install Licenses.
9 When prompted, type the license number, the number of CALs, the 25 character
authorization key, and then click Add.
10 Click Next.
The Terminal Services Licensing server contacts the Licensing server. If
successful, the CALs are installed. If you are not successful, please use the
telephone procedure to get help from a Microsoft representative.

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INSTALLING A REMOTE ENGINEERING AND STATION SERVER

To install the Client Access Licenses by telephone

1 Choose Start, right-click on Computer and choose Manage.
2 If prompted, click Continue in the User Account Control dialog box.
3 Expand Roles.
4 Click Terminal Services.
5 In the right-side pane, locate Advanced Tools. To see the advanced options,
click the arrow next to Advanced Tools.
6 Click TS Licensing Manager.
The TS Licensing Manager appears.
7 Expand the All Servers item.
8 Right-click on the server name, and choose Properties.
9 Click the Connection Method tab.
10 In the Connection method list, select Telephone and then click OK.
11 Right-click on the server name , and choose Install Licenses.
12 When prompted for the connection method, click Next.
13 Click your country in the country list and then click Next.
The telephone number to call appears on the screen.
14 Call the telephone number displayed.
A Microsoft representative will provide you with an additional authorization
key.
15 Type the authorization key and then click Next.

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Set Terminal Services to install mode

This section describes how to set Terminal Services to install mode before installing
applications.
• At a command prompt, type
change user /INSTALL

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INSTALLING A REMOTE ENGINEERING AND STATION SERVER

Set Terminal Services to application mode

This section describes how to return Terminal Services to application mode.
• At a command prompt, type
change user /EXECUTE

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Configuring a Remote Engineering and Station Server to

access an existing Terminal Services Licensing server
This section describes how to configure a Remote Engineering and Station Server to
access an existing Terminal Services Licensing server where the Client Access
Licenses (CALs) are installed. To access an existing Terminal Services Licensing
Server, you need to edit the registry.

CAUTION
Incorrectly editing the registry may severely damage your system. Before making
changes to the registry, you must back up any valued data on your computer.

Prerequisites
• The name or IP address of an activated Terminal Services Licensing Server.

To access an existing Terminal Services Licensing server

1 On the Remote Engineering and Station Server, choose Start and in the Start
Search box type regedit.
2 If prompted, click Continue in the User Account Control dialog box.
3 Browse to the following key
HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\TermService
\Parameters

4 Choose Edit > New > String Value.

5 Type DefaultLicenseServer.
6 Double-click on the DefaultLicenseServer value you created.
7 Type the name or IP address of the Terminal Services Licensing server in the
Value data text box.
8 Click OK.

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INSTALLING A REMOTE ENGINEERING AND STATION SERVER

Limiting the number of connections to the Remote

Engineering and Station Server
This section describes how to limit the number of users that can access the Remote
Engineering and Station Server.

To limit the number of connections to the Remote Engineering and Station Server
1 Choose Start > Control Panel > System and Maintenance > Administrative
Tools > Terminal Services Configuration.
2 Right-click on the RDP-TCP connection item and choose Properties .
3 Click the Network Adapter tab.
4 Click Maximum connections and set the number of connections to 5.
5 Click OK.
6 Exit the Terminal Services Configuration application.

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Creating Remote Engineering and Station Server users

You must create a windows account on the Remote Engineering and Station Server
for each operator/user that connects to the Remote Engineering and Station Server.

To create a Remote Engineering and Station Server user

1 Log on to the Remote Engineering and Station Server as a user with local
administrator rights.
2 Choose Start, right-click on Computer and choose Manage.
3 If prompted, click Continue in the User Account Control dialog box.
4 Expand Configuration.
5 Expand Local Users and Groups.
6 Right-click on the Users item and then choose New User.
7 Type the user name, full name, description , and password of the user.
8 Clear the User must change password at next logon check box.
9 Select the Password never expires check box.
10 Click Create.
11 Right-click on the user name and choose Properties.
12 Click the Member Of tab, and then click Add.
13 Type Remote Desktop Users and then click OK.
14 Click OK.
15 Repeat the above steps for each user.

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Configuring Mobile Access for Station users

This section describes how to configure Mobile Access for Station users to start the
Station application when they log on to the Remote Engineering and Station Server.

Prerequisites
• A .stn file has been configured for each Experion server to access. For more
information on creating a .stn file, see the “Configuring Stations and printers”
section in the Server and Client Configuration Guide.

To configure the Mobile Access for Station users

1 Log on to the Remote Engineering and Station Server as a user with local
administrator rights.
2 Choose Start > Control Panel > System and Maintenance > Administrative
Tools > Computer Management.
3 Expand the Local Users and Groups item and then expand the Users item.
4 Right-click on a Mobile Station user and choose Properties.
5 Click the Sessions tab.
6 Click 1 minute in the End Disconnected sessions list.
7 Click OK.
8 Repeat the above steps for each Mobile Station Server user.

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Configuring Mobile Access for eServer Premium users

This section describes how to configure Mobile Access for eServer Premium users
to start the Internet Explorer application when they log in to the Remote Engineering
and Station Server.

To configure mobile access for eServer Premium users

1 Log on to the Remote Engineering and Station Server as a user with local
administrator rights.
2 Choose Start > Control Panel > System and Maintenance > Administrative
Tools > Computer Management.
3 Expand the Local Users and Groups item and then expand the Users item.
4 Right-click on an eServer Premium user and choose Properties .
5 Click the Environment tab.
6 Click Start the following program at logon.
7 Type the full path to the [Link] file and the URL address to the eServer
home page, enclosed in quotation marks.
For example
“C:\Program Files\Internet Explorer\[Link] http:\\ServerName
\eServer”

where ServerName is the name of the eServer computer.

8 Click Apply.
9 Click the Sessions tab.
10 Click 1 minute in the End Disconnected sessions list.
11 Click OK.
12 Repeat the above steps for each eServer Premium user.

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106 [Link]
Setting up Microsoft Excel reports checklist

The following topics describes how to set up Microsoft Excel reports using either
Microsoft Excel Data Exchange (MEDE) or the Experion ODBC driver.

Related topics
“Installing Microsoft Excel” on page 108
“Installing Microsoft Excel or Microsoft Office service packs” on page 109
“Setting up Microsoft Excel Data Exchange” on page 110
“Installing the Experion ODBC client” on page 113
“Setting up network printers for Microsoft Excel reports” on page 114

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SETTING UP MICROSOFT EXCEL REPORTS CHECKLIST

Installing Microsoft Excel

If you install Microsoft Excel on a remote computer (that is, a computer other than
the server), it uses the full name of the primary server when requesting information
from the server.

Prerequisites
• Microsoft Office or Microsoft Excel installation media.
• You must be logged on to the computer using a Windows account with local
administrator rights.

To install or upgrade Microsoft Excel

1 Insert the Microsoft Office or Microsoft Excel installation media into the
computer.
2 In Windows Explorer, browse to the drive and double-click on the [Link]
file.
3 Follow the on-screen instructions to complete the installation.

Attention
When installing Microsoft Office on Experion nodes, note the following:
• Select the Custom Installation option.
• Select Office shared feature. This is necessary to ensure that VBA is installed.
• Do not install Microsoft Outlook on Experion server nodes.

4 Restart the computer.

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Installing Microsoft Excel or Microsoft Office service

packs

Prerequisites
• You have the latest supported Microsoft Office service pack for your version of
Microsoft Office or Microsoft Excel.

Tip
You can download Microsoft Office service packs from the following location:
[Link] or you can order
Microsoft Office service pack media from Microsoft.

• You may also need the Microsoft Office or Microsoft Excel installation media,
depending on which version is installed and how you installed it.

To install the Microsoft Office service pack

1 Close any applications that are running.
2 In Windows Explorer, browse to the folder containing the Microsoft Office
service pack, and double-click on the [Link] file.
3 Follow the on-screen instructions to complete the installation.
4 Restart the computer.

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Setting up Microsoft Excel Data Exchange

To set up Microsoft Excel Data Exchange (MEDE), you need to activate the
Windows mngr account for use with MEDE.

CAUTION
When following this procedure, you must complete all the steps, including the final
steps to restore Local Servers to the Deny log on locally policy. If you fail to do this,
anyone who has knowledge of the Windows mngr or LocalComServer account
passwords could have privileged access to this computer.

To set up Microsoft Excel Data Exchange

1 Log on to the computer using a Windows account local administrator rights.
2 Choose Start and type [Link] in the search box.
The Local Security Policy window appears.
3 Expand the Local Policies item and then click on the User Rights Assignment
item.
4 Double-click on the Deny log on locally policy.
The Deny log on locally Properties window appears.
5 Click the Local Servers item and then click Remove.
6 Click OK.
7 Close the Local Security Policy window.
8 In Windows Explorer, browse to the C:\Program Files\Honeywell
\Experion PKS\client\xldataex folder.

9 Right-click on the excel [Link] file, and choose Merge.

10 Choose Start > Run.
The Run dialog box appears.
11 In the Open box, type the following:
runas /user:mngr "C:\Program Files\Honeywell\Experion PKS\client
\xldataex\[Link]"

The Microsoft Office installation application may start.

12 Choose Start > Run.
The Run dialog box appears.
13 In the Open box, type the following:
runas /user:mngr "<folder_to_excel_executable>\[Link]"

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and then click OK.

For Office 2007, where the default installation folder is C:\Program Files
\Microsoft Office\Office12\[Link], you would type:
runas /user:mngr "C:\Program Files\Microsoft Office
\Office12\[Link]"

14 If prompted, complete the details in any Microsoft Excel dialog boxes, such as
typing the user name and initials, and selecting the help and Windows update
options.
15 Choose Office Icon > Excel Options.
The Excel Options window appears.
16 Click Trust Center.
17 Click Trust Center Settings.
The Trust Center window appears.
18 Click Medium and click OK.
19 Click on the Disable all macros without notification option button.
20 Click OK to close the Trust Center window.
21 Click OK to close the Excel Options window
22 Close Microsoft Excel.
23 If you have an Microsoft Excel file that you want to use as input to the report,
confirm that you can open this file in Microsoft Excel and that no Microsoft
Excel dialog boxes appear when you open the file.
If you don't have an existing Microsoft Excel file, you can skip this step.
To open the Microsoft Excel report, you will need to open the file using the Run
dialog box.
For example, you would type:
runas /user:mngr "C:\Program Files\Microsoft Office\Office12\[Link]
\"C:\ProgramData\Honeywell\Experion PKS\Server\Data\Report
\[Link]\""

Note the back-slash character (\) before the quote characters (") that enclose the
path to the Microsoft Excel file.
24 Choose Start and type [Link] in the search box.
The Local Security Policy window appears.
25 Expand the Local Policies item and then click on the User Rights Assignment
item.
26 Double-click on the Deny log on locally policy.
The Deny log on locally Properties window appears.

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SETTING UP MICROSOFT EXCEL REPORTS CHECKLIST

27 Click Add User or Group.

The Select Users, Computers, Service Accounts, or Groups window appears.
28 Click Locations.
The Locations window appears.
29 In the Location list, select the computer name, and then click OK.
30 Click Object Types.
The Object Types window appears.
31 Select the Groups check box and click OK.
32 In the Enter the object names to select box, type Local Servers.
33 Click Check Names and ensure that the name can be resolved.
34 Click OK.
35 Click OK to close the Deny log on locally Properties window.
36 Close the Local Security Policy window.

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Installing the Experion ODBC client

For Microsoft Excel and Microsoft Access applications, and other applications, to
access Experion server data using the Experion ODBC driver, you need to install the
ODBC client on the same computer as the application.
If the application is installed on the Experion server, you do not have to install the
ODBC client as it is already installed as part of the Experion installation. However, if
the application is on another computer, you must install the ODBC client on that
computer.

Prerequisites
• Experion R400 installation media.
• After installing the ODBC client, you have to configure the Experion ODBC
driver. See the Server and Client Configuration Guide.

To install the ODBC client

1 Insert the Experion R400 installation media into the computer.
2 In Windows Explorer, browse to the server-client folder on the Experion R400
media, and then double-click the [Link] file.
3 On the Experion Server Setup screen, click Next.
4 On the Setup Type screen, select Experion Server Client setup, and then click
Next.
5 On the Experion Client Software screen, select Custom, and then click Next.
6 On the Experion Client Software Client Options screen, select ODBC Client,
and then click Next.
7 On the Experion Client Software Folder screen, click Next.
8 On the Ready to Install the Program screen, click Install.
The ODBC Client is installed.
9 On the InstallShield Wizard Complete screen, click Finish.
10 On the Experion Client Software Installer Information message, click Yes to
restart the computer.
The computer restarts.

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Setting up network printers for Microsoft Excel reports

If you want to print Microsoft Excel reports to a network printer, you must be logged
on using the Windows mngr account when configuring that printer. Printers
configured using other accounts cannot be used because the connection to the
network print queue will not always be visible to other accounts on the same
computer.

CAUTION
When following this procedure, you must complete all the steps, including the final
steps to restore Local Servers to the Deny log on locally policy. If you fail to do this,
anyone who has knowledge of the Windows mngr or LocalComServer account
passwords could have privileged access to this computer.

To set up network printers for Microsoft Excel reports

1 Log on to the computer using a Windows account local administrator rights.
2 Choose Start and type [Link] in the search box.
The Local Security Policy window appears.
3 Expand the Local Policies item and then click on the User Rights Assignment
item.
4 Double-click on the Deny log on locally policy.
The Deny log on locally Properties window appears.
5 Click the Local Servers item and then click Remove.
6 Click OK.
7 Close the Local Security Policy window.
8 Log off the computer.
9 Log on to the computer using the Windows mngr account.
10 Configure the printer.
For more information about configuring printers, see the “Configuring printers
checklist” topic in the “Printers” section of the Server and Client Configuration
Guide.
11 Log off the computer.
12 Log on to the computer using a Windows account local administrator rights.
13 Choose Start and type [Link] in the search box.
The Local Security Policy window appears.

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14 Expand the Local Policies item and then click on the User Rights Assignment
item.
15 Double-click on the Deny log on locally policy.
The Deny log on locally Properties window appears.
16 Click Add User or Group.
The Select Users, Computers, Service Accounts, or Groups window appears.
17 Click Locations.
The Locations window appears.
18 In the Location list, select the computer name, and then click OK.
19 Click Object Types.
The Object Types window appears.
20 Select the Groups check box and click OK.
21 In the Enter the object names to select box, type Local Servers.
22 Click Check Names and ensure that the name can be resolved.
23 Click OK.
24 Click OK to close the Deny log on locally Properties window.
25 Close the Local Security Policy window.

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SETTING UP MICROSOFT EXCEL REPORTS CHECKLIST

116 [Link]
Setting up a file server checklist

A file server allows other computers to share its files over a network. Experion uses
the file-sharing capabilities of the Microsoft Windows Network.
Experion uses a file server to store displays.

Tasks

Task Go to Done?
Set up the folder as a shared folder. “Setting up a
shared
folder” on
page 118
On each computer that needs access to the shared folder, assign a “Assigning a
drive letter. drive letter on
a client
computer to a
shared
folder” on
page 119
In the case of Station, specify the location of the shared folder.
For more information about specifying the location, see the
“Configuring Stations and printers” section of the Server and
Client Configuration Guide.

Related topics
“Setting up a shared folder” on page 118
“Assigning a drive letter on a client computer to a shared folder” on page 119

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SETTING UP A FILE SERVER CHECKLIST

Setting up a shared folder

To set up a shared folder

1 Log on to the computer using a Windows account with local administrator rights.
2 In Windows Explorer, right-click the folder you want to share and choose
Share.
3 Select the user(s) who will be able to access this folder and click Add.
4 Click Share. A progress bar displays.
5 When the share is succesful, click Done.
6 Click OK to share the folder, and then close the dialog box.

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 SETTING UP A FILE SERVER CHECKLIST

Assigning a drive letter on a client computer to a shared

folder
In order for a client computer to access to files in a shared folder, you must assign a
drive letter to the shared folder.

To assign a drive letter on a client computer

1 In Windows Explorer, select Computer and click Map Network Drive. The
Map Network Drive dialog box appears.
2 In the Drive list, select an unassigned letter.
3 Click Browse and browse to the shared folder and click OK.
4 Click Finish.

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SETTING UP A FILE SERVER CHECKLIST

120 [Link]
Activating an Enterprise Model database

Follow these instructions to install an EMDB on Experion servers where you did not
install an EMDB during the Experion server installation.

To activate an Enterprise Model database

1 Log on to the Experion server using a Windows account with administrator
privileges.
The Windows account must be a member of the local Administrators group.
2 Close any running applications.
3 In the C:\Program Files\Honeywell\Experion PKS\Utilities\EPKS_Modify
folder, double-click on EPKS_Modify.exe.
The EMDB Activation window appears.
4 Click Yes to proceed with the installation.
5 When prompted, type the mngr password of the Experion server and then click
Next.
6 Click Continue to install the EMDB.
The application will install and activate the EMDB.
7 Click Finish to complete the installation.
8 When prompted, click Yes to restart the computer.

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ACTIVATING AN ENTERPRISE MODEL DATABASE

About activating an Enterprise Model database

During the installation of Experion server, you are prompted to install an Enterprise
Model database (EMDB). If you did not install an EMDB during the Experion server
installation, you can install and activate the EMDB. If you chose to install an EMDB
on any Experion server that should not be an enterprise model server and, therefore,
not host an EMDB, you can deactivate the EMDB on those nodes.
For more information about planning considerations for EMDB, see the following
topic in Knowledge Builder:
Experion R400 > Planning > Server and Client Planning Guide > Servers >
Servers and the Enterprise Model Database.

122 [Link]
Deactivating an Enterprise Model database

Follow these instructions to deactivate an EMDB on Experion servers where you

installed an EMDB that is not required.

Attention
After deactivating an EMDB on a server, the Assets and Alarm Groups on the server
cannot be modified until the server is added to another enterprise model. When you add
the server to another enterprise model, you will be prompted to migrate the server's
Asset and Alarm Group models to that enterprise model. When you are prompted to
migrate, you should click Continue.

To deactivate an Enterprise Model database

1 Log on to the Experion server using a Windows account with administrator
privileges.
The Windows account must be a member of the local Administrators group.
2 Close any running applications.
3 In the C:\Program Files\Honeywell\Experion PKS\Utilities\EPKS_Modify
folder, double-click on EPKS_Modify.exe.
The EMDB De-Activation window appears.
4 Click Yes to proceed with the deactivation of the EMDB.
A message box appears.
5 Click OK to confirm that you want to deactivate the EMDB.
6 Click Continue to deactivate the EMDB.
The application will deactivate the EMDB.
7 Click Finish to complete the deactivation.
8 When prompted, click Yes to restart the computer.

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DEACTIVATING AN ENTERPRISE MODEL DATABASE

124 [Link]
Changing license and server configuration
details

The following topics describe supplementary tasks that are either part of an
installation or upgrade, or can be completed, if required, after an installation.

Related topics
“Changing the Experion license” on page 126
“Changing from a non-CAB Developer license to a license that includes CAB
Developer” on page 127
“Changing the displays search path, History archive, and History restore folders” on
page 130
“Changing the fast history rate, report paper type, or report font” on page 131
“Configuring the database setup” on page 132

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CHANGING LICENSE AND SERVER CONFIGURATION DETAILS

Changing the Experion license

This section describes how to change the Experion license.

Prerequisites
• The new Experion license.
• You have backed up the database, especially if the database size is being
changed.
• Some major license changes require you to run the setup program from Experion
Application DVD. The setup program will notify you if this is the case.
• If you have a redundant server system, you have to perform this procedure on
each server.

To change the Experion license

1 Log on to the server using a Windows account with local administrator rights.
2 Stop the Experion server in Database Only mode.
3 Choose Start > All Programs > Honeywell Experion PKS > Server >
Experion PKS Server Configuration Panel.
4 Click View License.
5 Click Change License.
6 Type the new system and authorization numbers.
7 Click OK.
8 Click Close.
9 Click OK to close the Experion Configuration Panel dialog box.

Related topics
“Starting and stopping an Experion server” on page 138

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 CHANGING LICENSE AND SERVER CONFIGURATION DETAILS

Changing from a non-CAB Developer license to a license

that includes CAB Developer
This section describes the steps to upgrade from an Experion license without CAB
Developer software to a license that includes CAB Developer software.
You can install CAB Developer software on the following nodes:
• Console Station.
• Flex Station (including LCN connected Stations).
You can install CAB Remote Debugging on ACE.
You cannot install CAB Developer software on an Experion server.

Prerequisites
• Experion R400 Installation Software DVD. You also need to know the volume
label of this DVD. Insert the DVD, and in Windows Explorer, right-click on the
DVD and select Properties.
• Experion R400 Support Software DVD.
• Experion R400 Microsoft Visual Studio 2008 Professional for CAB Developers
DVD.
• Experion R400 Microsoft Visual Studio 2008 Professional MSDN Library
DVD.
• New Experion Authorization Number and System Number that enables the CAB
Developer software.

To upgrade to a CAB Developer license on Console Stations and Flex Stations

1 Insert the Experion R400 Support Software DVD into an appropriate drive.
2 Choose Start > All Programs > Accessories and right-click on Command
Prompt and select Run as administrator.
A Command Prompt window appears.
3 In the Command Prompt window, change to the Tools\CAB folder on the
Support Software DVD.
For example, if the Support Software DVD is in the D: drive, you would type:
C:\> D:
D:\> cd Tools\CAB

4 In the Command Prompt window, type the following:

[Link] <drive letter> <installation software DVD label>

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CHANGING LICENSE AND SERVER CONFIGURATION DETAILS

Where:
• <drive letter> is the driver letter where the Installation Software DVD will
be inserted. This can be the same drive currently being used for the Support
Software DVD.
• <installation software DVD label> is the volume label of the DVD. To
identify the label, insert the DVD, and in Windows Explorer, right-click on
the DVD and select Properties.
For example, you would type:
D:\Tools\CAB\> [Link] D: R400_EXP400.1-96.3

A license agreement appears.

5 Click Accept to accept the terms of the license.
6 When prompted, type the System Number and Authorization Number that you
received with the CAB Developer licenses.
7 Click OK.
8 When prompted, insert the Experion R400 Microsoft Visual Studio 2008
Professional for CAB Developers DVD into an appropriate drive.
9 When prompted, insert the Experion R400 Microsoft Visual Studio 2008
Professional MSDN Library DVD into an appropriate drive.
10 When prompted, insert the Experion R400 Installation Software DVD into an
appropriate drive.
11 When the update is complete, click OK.
12 Insert the Experion R400 Support Software DVD.
13 In Windows Explorer, browse to the CommonComponents folder on the Support
Software DVD.
14 Right-click on the cc_wrapper.exe file and select Run as administrator.
15 When prompted, click Yes to scan your system and update common component
packages.
When this scan is complete, common components, including CAB, will be
updated.

To upgrade to a CAB Remote Debugging license on an ACE node

1 Insert the Experion R400 Support Software DVD into an appropriate drive.
2 Choose Start > All Programs > Accessories and right-click on Command
Prompt and select Run as administrator.
A Command Prompt window appears.

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 CHANGING LICENSE AND SERVER CONFIGURATION DETAILS

3 In the Command Prompt window, change to the Tools\CAB folder on the

Support Software DVD.
For example, if the Support Software DVD is in the D: drive, you would type:
C:\> D:
D:\> cd Tools\CAB

4 In the Command Prompt window, type the following:

[Link] <drive letter> <installation software DVD label>

Where:
• <drive letter> is the driver letter where the Installation Software DVD will
be inserted. This can be the same drive currently being used for the Support
Software DVD.
• <installation software DVD label> is the volume label of the DVD. To
identify the label, insert the DVD, and in Windows Explorer, right-click on
the DVD and select Properties.
For example, you would type:
D:\Tools\CAB\> [Link] D: R400_EXP400.1-96.3

A license agreement appears.

5 Click Accept to accept the terms of the license.
6 When prompted, type the System Number and Authorization Number that you
received with the CAB Developer licenses.
7 Click OK.
8 When prompted, insert the Experion R400 Microsoft Visual Studio 2008
Professional for CAB Developers DVD into an appropriate drive.
9 When the update is complete, click OK.
10 Insert the Experion R400 Support Software DVD.
11 In Windows Explorer, browse to the CommonComponents folder on the Support
Software DVD.
12 Right-click on the cc_wrapper.exe file and select Run as administrator.
13 When prompted, click Yes to scan your system and update common component
packages.
When this scan is complete, common components, including CAB, will be
updated.

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CHANGING LICENSE AND SERVER CONFIGURATION DETAILS

Changing the displays search path, History archive, and

History restore folders

Prerequisites
• Changing the folders requires you to stop and restart the Experion server.

To change the folder

1 Log on to the server using a Windows account with local administrator rights.
2 Choose Start > Programs > Honeywell Experion PKS > Server > Experion
PKSServer Configuration Panel.
3 Click Edit.
4 In the appropriate box, type the path to the folder, or click Browse and then
browse to the location of the folder.
5 Click OK.
6 Click OK to close the Experion Configuration Panel dialog box.
7 Stop the Experion server and unload the database.
8 Return the Experion server to system running status.

130 [Link]
 CHANGING LICENSE AND SERVER CONFIGURATION DETAILS

Changing the fast history rate, report paper type, or report

font

Prerequisites
• Changing the fast history rate, report paper type, or report font requires you to
stop and restart the Experion server.

To change the fast history rate, report paper type, or report font
1 Log on to the server using a Windows account with local administrator rights.
2 Choose Start > Programs > Honeywell Experion PKS > Server > Experion
PKS Server Configuration Panel.
3 Click Edit.
4 In the appropriate list, click the new value.
5 Click OK.
6 Click OK to close the Experion Configuration Panel dialog box.
7 Stop the Experion server and unload the database.
8 Return the Experion server to system running status.

Related topics
“Starting and stopping an Experion server” on page 138

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CHANGING LICENSE AND SERVER CONFIGURATION DETAILS

Configuring the database setup

After installing Experion, you can adjust the database sizing for history samples and
other non-licensed items to meet your system's requirements.

To Go to
Adjust history retention “Adjusting
History
retention” on
page 132
Adjust sizing for non-licensed items “Adjusting
sizing of non-
licensed
items” on
page 134

Related topics
“Adjusting History retention” on page 132
“Adjusting sizing of non-licensed items” on page 134

Adjusting History retention

You can adjust history retention periods, including the duration and number of
samples, with the sysbld utility. For details about this utility, see the Server and
Client Configuration Guide.

History types
When you configure a point you can choose to store up to three types of history
(standard, extended and fast ) for each point parameter. The following table
describes the type of samples taken for each history type. The default retention
period refers to the length of time before old history samples are discarded from the
online history files.
You can configure the number of history samples retained after installation. The
maximum number of samples that can be collected is 100,000, providing you have
enough disk space.

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 CHANGING LICENSE AND SERVER CONFIGURATION DETAILS

History type Sample(s) taken Default retention period

Duration Number of
samples
Standard 1-minute snapshot 24 hours 1442
6-minute average 7 days 1682
1-hour average 7 days 170
8-hour average 3 months 281
24-hour average 1 year 368
Extended 1-hour snapshot 7 days 170
8-hour snapshot 3 months 281
24-hour snapshot 1 year 368
Fast History Snapshots taken at intervals between 1 2 hours to 72 8652
and 30 seconds (interval specified hours
during installation)

The following table lists the default and maximum number of parameters for which
history can be recorded.

History type Default number of point Maximum number of point

parameters parameters
Standard Equal to the number of points 10000
or 2000 (whichever is
smaller)
Extended 200 5000
Fast History 100 1000

Calculating disk space requirements for History

The following formula allows you to calculate the disk space requirements for the
Experion history files.
(N1+N2+N3+ N4+N5+2)*PS*4+( N6+2)*PF*4+(N7+ N8+N9+2)*PE*4

Part Description
PS The number of point parameters that can be assigned to standard history.
PF The number of point parameters that can be assigned to fast history.
PE The number of point parameters that can be assigned to extended history.

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CHANGING LICENSE AND SERVER CONFIGURATION DETAILS

Part Description
N1 to N5 The number of samples of history retained for each of the standard
history intervals.
N6 The number of samples of history retained for the fast history interval.
N7 to N9 The number of samples of history retained for the extended history.

Adjusting sizing of non-licensed items

You can adjust the sizing of non-licensed items, so that the sizing meets your needs,
with the sysbld utility. The following table lists the non-licensed items whose sizing
you can adjust. For details about this utility, see the Server and Client Configuration
Guide.

Attention
Because some of non-licensed items affect disk space and memory requirements, you
need to take care when setting their sizes.

Item Default number Max number Additional disk

space required/
item (kilobytes)
Printer connections 50 50 0
Controller channels 90 99 0
Controllers 100 255 0
Algorithm blocks 6000 6000 0
Areas 1000 1000 0
Dynamic objects on named 300 300 0
displays
Trends 3000 3000 0
Groups 16000 16000 0
Reports 1000 1000 0
Point control schedules 1000 1000 0
Operators 400 1000 0
Concurrent alarms 1000 1000 0
Recipes 500 32767 1
Concurrent messages 1000 1000 0
Concurrent delays 1000 1000 0

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 CHANGING LICENSE AND SERVER CONFIGURATION DETAILS

Item Default number Max number Additional disk

space required/
item (kilobytes)
Stored delays 2000 32767 0.1
1
Event Summary 32000 32767 0.25
Number of user files 3 150 User defined
Number of application tasks 80 80 0
Point lists 2000 2000 0
Sequence of event (SOE) entries 1000 32767 0.25

1 1The maximum configurable size of the online Event Summary.

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CHANGING LICENSE AND SERVER CONFIGURATION DETAILS

136 [Link]
Common Experion tasks

137
COMMON EXPERION TASKS

Starting and stopping an Experion server

You can stop and start an Experion server using the Experion PKS Server dialog
box.

To stop the Experion server

1 Choose Start > All Programs > Honeywell Experion PKS > Server > Start-
Stop Experion Server.
The Experion PKS Server dialog box appears.
Simple mode Full mode

2 If the Experion PKS Server dialog box appears in simple mode, click the icon to
the left of the title bar, and choose Advanced > Full.
3 There are three stop modes available in Full mode; Database Unloaded,
Database & Daemons, and Database Only.
Click the stop mode specified in the task or step that led you to this task.
4 If prompted, click Yes to confirm the action.
Wait for the server to change its state. It may take several minutes for the
Experion server to stop.

To start the Experion server

1 Choose Start > All Programs > Honeywell Experion PKS > Server > Start-
Stop Experion Server.
The Experion PKS Server dialog box appears.
2 If the Experion Server dialog box appears in simple mode, click the icon to the
left of the title bar, and choose Advanced > Full.
3 To start the Experion server, click System Running.
4 If prompted, click Yes to confirm the action.
Wait for the server to change its state. It may take several minutes for the
Experion server to start.

Related topics
“Changing the Experion license” on page 126
“Changing the fast history rate, report paper type, or report font” on page 131

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 COMMON EXPERION TASKS

Starting and stopping an Experion Console Station

This section describes how to stop and start an Experion Console Station.

To stop the Experion Console Station

1 Choose Start > All Programs > Honeywell Experion PKS > Console Station
> Start-Stop Experion Console Station.
TheExperion Console Station dialog box appears.

Simple mode Full mode

2 If the Experion Console Station dialog box appears in simple mode, click the
icon to the left of the title bar, and choose Advanced > Full.
3 There are three stop modes available in Full mode; Database Unloaded,
Database & Daemons, and Database Only.
Click the stop mode specified in the task or step that led you to this task.
4 If prompted, click Yes to confirm the action.
Wait for the Console Station to change its state, which may take several minutes.

To start the Experion Console Station

1 Choose Start > All Programs > Honeywell Experion PKS > Console Station
> Start-Stop Experion Console Station. The Experion Console Station
dialog box appears.
2 If the Experion Console Station dialog box appears in simple mode, click the
icon to the left of the title bar, and choose Advanced > Full.
3 To start the Experion Console Station, click System Running.
4 If prompted, click Yes to confirm the action.
Wait for the Console Station to change its state, which may take several minutes.

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COMMON EXPERION TASKS

Stopping Experion services

This section describes how to stop the Experion services on a computer.

Attention
Depending on your system configuration, some of the Experion services identified in
this section may not be running or available. If these services are not available, you can
skip the specific task and continue to stop the remaining services.

Using the start/stop services utility

Only use this utility on an Experion server.

Prerequisites
• The start/stop utility can be accessed by the following methods
– In the tools folder on the Experion Application DVD, double-click the
[Link] file.

– If you have installed Experion, in the C:\Program Files\Honeywell

\Experion PKS\Migrate folder, double-click the [Link] file.

– Choose Start > Programs > Honeywell Experion PKS > Engineering
Tools > Engr Tools Services Control Panel.

To use the start/stop services utility

1 Open the start/stop utility application.
See the Prerequisites section above for more information on how to start this
utility.
2 Click Stop all including SQL.
3 Click OK.
A message displays the success of stopping the services.

Displaying the Computer Management services console

To display the Computer Management Services Console

1 Click Start, right-click the Computer and choose Manage.
2 Expand the Services and Applications item.
3 Click the Services item.

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 COMMON EXPERION TASKS

The services are displayed on the right pane of the console. Most Experion-
related process names are prefixed with “Experion”.

Stopping Experion server services

Attention
This section only applies to Experion servers.

To stop the Experion server services

1 Display the Services Console.
2 To stop a service, right-click the service name and then choose Stop. If the Stop
command is not available, the service has already stopped.
3 Stop each of the following services, if present on your computer, in this order:
a Experion Server Daemon. Stopping this service also stops the Experion
Server Operator Management, Experion Server System, and Experion OPC
Integrator, if present.
b Experion Server Database. Stopping this service also stops the Experion
Server Replication and Experion Server Desktop services.
c Experion Server Logger.

Stopping Experion Console Station services

This section only applies to Experion Console Stations.

To stop the Experion Console Station services

1 Display the Services Console .
2 To stop a service, right-click the service name and then choose Stop. If the Stop
command is not available, the service has already stopped.
3 Stop each of the following services, if present on your computer, in this order
a Experion Console Station Daemon. Stopping this service also stops the
Experion Console Station Operator Management, Experion Console Station
System, and Experion OPC Integrator, if present.
b Experion Console Station Database. Stopping this service also stops the
Experion Console Station Replication and Experion Console Station
Desktop services.
c Experion Console Station Logger.

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COMMON EXPERION TASKS

Stopping System Management services

The following procedure describes how to stop System Management services and
also how to start them.

To stop the System Management services

1 Choose Start > All Programs > Honeywell Experion PKS > Server >
Diagnostic Tools > Experion PKS Command Prompt.
2 If prompted, click Allow in the User Account Control dialog box.
3 In the Experion PKS Command Prompt window, type the following command
"Program Files\Honeywell\common\[Link]"

Attention
The [Link] file also disables the System Management services.
Therefore, if you run this command and then restart this computer, the System
Management services will not restart and you will need start and enable the services
by following the procedure below.

To start the System Management services

1 Choose Start > All Programs > Honeywell Experion PKS > Server >
Diagnostic Tools > Experion PKS Command Prompt.
2 If prompted, click Allow in the User Account Control dialog box.
3 In the Experion PKS Command Prompt window, type the following command
”Program Files\Honeywell\common\[Link]"

Stopping the Sign-On Manager

To stop the Sign-On Manager

1 Display the Services Console.
2 Right-click the Signon Manager service and then choose Stop. If the Stop
command is not available, the service has already stopped.

Stopping other Experion services

To stop other Experion services

1 Display the Services Console.

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 COMMON EXPERION TASKS

2 Right-click Experion GCL Name Server service and then choose Stop. If the
Stop command is not available, the service has already stopped.
Stopping this service also stops the Experion Control Data Access Server
service, if this service is present and currently running.
3 Click Yes to stop all dependant services.

Stopping RSLinx

Prerequisites
• The system tray is the area on the Windows operating system task bar displaying
the time. To left side of the time, there are one or more icons displayed.

To stop RSLinx
1 Click the RSLinx icon in the system tray to display the RSLinx application.
2 Choose File > Exit and Shutdown.
3 When the Shutdown RSLinx anyway? message dialog box appears, click
Yes.

Stopping the XLNet daemon

To stop the XLNet Daemon

1 Display the Services Console.
2 Right-click the XLNET Daemon service and then choose Stop. If the Stop
command is not available, the service has already stopped.

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COMMON EXPERION TASKS

144 [Link]
Preparing a client computer for an Icon
Series Console

This section describes how to prepare a client computer for installation in a

Honeywell Icon Series Console. The client computer is physically installed within
the Icon Series Console and connected to the Experion servers by the network.

Attention
Make a copy of this checklist so that it is easier to keep track of where you are in the
installation process.

Prerequisites
• Honeywell Icon Series Console.
The Honeywell Icon Series Console must be assembled, including installing the
video displays, by following the instructions in the “Console Assembly” section
of the Honeywell Icon Series Console Planning, Installation and Service
Guide.
• A Honeywell-supported workstation for Icon Series Consoles. For information
about supported platforms, see the section on “System Platform Installation” in
the Honeywell Icon Series Console Planning, Installation and Service Guide.
• Honeywell operator entry panel (OEP).
• Honeywell OEP/IKB adapter kit.
• Experion installation media.

Tasks

Task Go to Done?
If not already installed, install the video display Video card installation
adaptor. instructions

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PREPARING A CLIENT COMPUTER FOR AN ICON SERIES CONSOLE

Task Go to Done?
Install the computer within the Icon Series Knowledge Builder
Console, including connecting the video card to
the video displays.
For instructions, see the 'System Platform
Installation' section of the Honeywell Icon Series
Console Planning, Installation and Service
Guide in Knowledge Builder.
Connect the OEP to the computer using the Knowledge Builder
Honeywell OEP/IKB adapter.
For instructions, see the 'Installing the OEP/IKB
Adapter Kit on a Local Computer' topic in the
'OEP/IKB Adapter' section of the OEP/IKB and
Touch Screen Device Adapters Installation
Instructions in Knowledge Builder.
Install Experion Console Station, Console Software Installation User's
Extension Station, or Flex Station. Guide
When you install the Experion Station software,
select to install SafeView during the installation.
Configure Station for an Icon Series Console. Knowledge Builder
For instructions, see the 'Configuring Icon Series
Console' section of the Server and Client
Configuration Guide in Knowledge Builder.

Related topics
“Installing the flat panel display touch screen driver” on page 147
“Configuring the computer for multiple video displays” on page 148

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 PREPARING A CLIENT COMPUTER FOR AN ICON SERIES CONSOLE

Installing the flat panel display touch screen driver

Prerequisites
• You have installed a flat panel display touch screen.
For instructions on installing a flat panel display, see the instructions for the
appropriate flat panel display in Knowledge Builder:
Experion R400 > Installation and Upgrades > Honeywell Icon Series
Console Planning, Installation, and Service Guide > Monitor Installation
• The CD containing the flat panel touch screen driver software.

To install the flat panel display touch screen driver

1 Connect the flat panel display USB cable to the USB hub within the Icon Series
Console.
2 Insert the CD containing the touch screen driver software into the CD-ROM
drive.
3 In Windows Explorer, browse to the [Link] file and double-click on it.
The Elo Touchscreen Setup screen appears.
4 Select Install USB Touchscreen Drivers and then click Next.
5 Follow the on-screen instructions.
6 After installing the drivers, choose Start > Settings > Control Panel > ELO.
The Elo Touchscreen Properties screen appears.
7 Click the Mode tab.
8 Select Mouse emulation and Show tool tray utility.
9 Click the Sound tab.
10 Select Beep on touch.
11 Move the Tone and Duration sliders to suitable settings.
You can test the sound by touching Touch here to test beep sound.
12 Click OK.
13 Restart the computer.

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PREPARING A CLIENT COMPUTER FOR AN ICON SERIES CONSOLE

Configuring the computer for multiple video displays

This topic describes how to configure dual or quad displays.

To configure the multiple video displays

1 Choose Start > Control [Link]
The Control Panel window appears.
2 Under Appearance and Personalization, click the Adjust screen resolution
link.
3 In the Display list, select the display to adjust.
4 In the Resolution list, select maximum supported resolution.
5 Click the Advanced settings link.
The monitor properties dialog box appears.
6 Click the Monitor tab.
7 In the Screen refresh rate rate, select 60 Hertz.
8 In the Colors list, click High Color (16 bit).
9 Click OK.
10 Click Identify to display the monitor numbers on each display.
11 Drag the corresponding monitor icon numbers to align them into the dual or quad
configuration layout, as physically installed on the Icon Series Console.
12 Click OK.

148 [Link]
Configuring a Systech terminal server

This section describes how to configure a Systech NDS—5016RM or NDS—6204

terminal server so that the server can communicate with devices, such as controllers,
connected to it's serial ports.

Prerequisites
• You have installed the Systech terminal server as described in the NDS/5000 and
NDS/6000 Hardware Manual.

• You have installed the NativeCOM software.

Tasks

Task Go to Done?
Specify the Systech's IP address. “Specify the IP
Address” on
page 151
Log on to the Systech via Internet Explorer. “Logging into the
Terminal Server
using Internet
Explorer” on
page 153
Change the TCP/IP settings. “Changing the
TCP/IP Address”
on page 154
If the Systech is connected to the Experion server via a “Configuring the
router, configure the route from the Systech to the Experion Router/Gateway
server. Address” on
page 155
Configure the TCP keep alive timer. “Configuring the
TCP keep alive

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CONFIGURING A SYSTECH TERMINAL SERVER

Task Go to Done?
timer” on
page 157
Configure the Systech's serial ports. “Configuring
Serial Ports” on
page 158
Connect controllers as required. “Connecting
Controllers” on
page 163

Related topics
“Specify the IP Address” on page 151
“Logging into the Terminal Server using Internet Explorer” on page 153
“Changing the TCP/IP Address” on page 154
“Configuring the Router/Gateway Address” on page 155
“Configuring the TCP keep alive timer” on page 157
“Configuring Serial Ports” on page 158
“Adding the IP Address to the Server's Hosts File” on page 160
“Upgrading the Systech Terminal Server to Current Release” on page 161
“Configuring the Terminal Server for use with Fast Failover” on page 162
“Connecting Controllers” on page 163

150 [Link]
 CONFIGURING A SYSTECH TERMINAL SERVER

Specify the IP Address

You specify the Systech's IP address using the NativeCOM software. The
NativeCOM software and manual are available on the media you received with your
Systech terminal server, or from the Systech web site ([Link]

Prerequisites
• NativeCOM software is installed.

To specify the IP address

1 Log on to the server using a Windows account with local administrator
privileges.
2 Click Start > All Programs > NativeCOM > NativeCOM Configuration
Utility.
3 In the Port Server group, click Add.
The Add Multiple NativeCOM Ports dialog box appears, containing a list of
the Systech terminal servers available on your local network. Some terminal
servers running older software will not appear in this list.
4 If the Systech terminal server appears in the Step 1 — Select a port server list,
click on the IP address/Hostname value and type the new IP address. Continue to
step 9.
5 If the Systech terminal server does not appear in the Step 1 — Select a port
server list, click Add Unlisted Port Server.
6 In the Existing IP Address/Hostname box, type the currently assigned IP
address of the Systech terminal server.
7 Click Assign IP Address.
8 Type the Ethernet Address and the New IP Address of your Systech Terminal
Server and click Assign IP Address.
After assigning an IP address the Add Port Server dialog box will appear.
9 In the Step 1 - Select a port server area, click the terminal server.
10 In the Step 2 - Configure the port template area, type a name for the serial ports
and click Driver Settings.
11 In the Driver Settings dialog box, make sure only Write Errors on Failed
Network Connection is selected and clear the Retain Network Connection
After Close check box, and then click OK.
12 In the Step 3 - Select COM ports area, leave the defaults.

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CONFIGURING A SYSTECH TERMINAL SERVER

Although this dialog will assign virtual COM ports COM3 and COM4, this
feature of the terminal server must not be used. The Experion terminal server
driver must be used instead.
13 Click OK and then click Close.

152 [Link]
 CONFIGURING A SYSTECH TERMINAL SERVER

Logging into the Terminal Server using Internet Explorer

Once your terminal server's IP address is configured it is recommended to continue
the configuration of the terminal server using Microsoft Internet Explorer.

To log on using Internet Explorer

1 Start Microsoft Internet Explorer.
2 In the address bar type: //a.b.c.d
Where a.b.c.d is the IP address of your Systech terminal Server. For example: //
[Link].
The main configuration menu appears.

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CONFIGURING A SYSTECH TERMINAL SERVER

Changing the TCP/IP Address

If you ever reconfigure your network, you have to define the Systech's new TCP/IP
address.

To change the TCP/IP address

1 Click the IP Address link.
2 Type the IP address and IP Netmask addresses.
3 Click Apply Changes.
4 Click Save Changes.
You need to reboot the terminal server for the new settings to take effect. Do this
by cycling the power.

154 [Link]
 CONFIGURING A SYSTECH TERMINAL SERVER

Configuring the Router/Gateway Address

If your Systech terminal server is connected to the Experion server via a router, you
need to configure the route from the terminal server to the Experion server.

Attention
For the terminal server to be able to be reached by all computers on a different subnet,
use that subnets router or gateway address, as the destination address in the terminal
server.

To configure the gateway

1 Click the Routing/Gateways link.
2 Type the Destination address.
This is the address of your Experion Server.
3 Type the Gateway address.
This is the address of the router that the terminal server communicates with.
4 From the Flags options, select net.
“net” indicates that the destination IP address is a computer on the specified
network.
5 In Metric, specify the number of jumps to reach the destination address.
6 From the Gateway type options, select address.
Address indicates that the Gateway is an address.
7 Click Add Entry.
8 Click Save Changes.
9 You need to reboot the terminal server for the new settings to take effect. Do this
by cycling the power.

Example
Your server is connected and has IP address [Link] and the Systech
Terminal Server is connected and has IP address [Link].
The settings would be

Parameter Value
Destination [Link]

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CONFIGURING A SYSTECH TERMINAL SERVER

Parameter Value
Gateway [Link]
Flags net
Metric 1
Gateway Type address

156 [Link]
 CONFIGURING A SYSTECH TERMINAL SERVER

Configuring the TCP keep alive timer

It is highly recommended that you configure the TCP keep alive timer. This will
ensure that a TCP connection will quickly be released if one side of the connection is
terminated abnormally. The TCP keep alive timer is essential in redundant systems
where it is vital that the backup server can connect to the terminal server if the server
acting as primary fails.

To configure the TCP keep alive timer

1 Click the TCP Keep Alive link.
2 Set the tcp_keepidle to 10.
This sets the keep alive timer to 10 seconds.
3 Set the tcp_keepcnt to 8.
This sets the number of TCP keep alive packets.
4 Click Apply Changes.
5 Click Save Changes.

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CONFIGURING A SYSTECH TERMINAL SERVER

Configuring Serial Ports

To configure the serial ports

1 Click the Port Parameters link.
2 Click either Port 1 or Port 2.
3 Use the following table to set the ports characteristics.

Command Option Typical Settings

Baud Rate 300 to 115200 9600
Inactivity Timeout 0 (default) 60
Character size 5 8
6
7
8
Stop Bits 1 1
2
Parity None None
Even
Odd
Mark
Space
Interface Type RS-232 RS-232
RS-422
RS-485
Flow Control Input Software Flow Control No to all
Output Software Flow Control
RTS/CTS Hardware Flow Control
DTR/DSR Hardware Flow Control
Need DCD to open port Ignore Ignore
Required
Reverse-Telnet (RTN) Enabled Enabled

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 CONFIGURING A SYSTECH TERMINAL SERVER

Command Option Typical Settings

Disabled

4 After you have made the changes, click Apply Changes.

5 Click Save Changes.

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CONFIGURING A SYSTECH TERMINAL SERVER

Adding the IP Address to the Server's Hosts File

You must add the IP address and name of the Systech to the server's hosts file.

To add the IP address to the hosts file

1 Log on to the server using a Windows account with local administrator.
2 Choose Start > Programs > Accessories > Command Prompt to open a
Command Prompt window.
3 At the c:\> prompt, change to the folder for the hosts file
cd winnt\system32\drivers\etc

4 Open the hosts file by typing: notepad hosts

5 Move to the last line and type

a.b.c.d terminal_server_name

where a.b.c.d is the IP address and terminal_server_name is the TCP Host

Name. (You must specify this name in Quick Builder when configuring a
controller that is connected to this Systech terminal server.)
For example, the new line may look like this:
[Link] systech
After editing the server's hosts file, it is recommended you confirm that the
computer can resolve the name that you have added.

To confirm the information added to the hosts file

1 Choose Start > Programs > Accessories > Command Prompt to open a
Command Prompt window.
2 At the c:\> prompt, type
ping terminal_server_name

where terminal_server_name is the TCP Host Name which you added to the
hosts file.
For example, the new line may look like this
ping systech

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 CONFIGURING A SYSTECH TERMINAL SERVER

Upgrading the Systech Terminal Server to Current Release

The Systech terminal server software consists of the following components
• Firmware—boot-time code
• Operational Software—run-time code
• Factory Configuration—the configuration to return to if you corrupt your current
configuration

To upgrade the Systech

1 Download the latest files from the Systech web site, . Save these files in a
location accessible during the upgrade.
2 Choose Start > All Programs > NativeCOM > Port Server Utilities.
3 If the Systech terminal server is not listed, do the following:
a Click Add Unlisted Port Server.
b In the Existing IP Address/Hostname box, type the IP address of the
terminal server and click Add this Port Server.
4 Click the Update/Reboot Unit tab.
5 In BDNL Files to Update, type the path of the file that will update the terminal
server.
6 Select Reboot unit (required for new BDNL to take effect).
7 Click the terminal server from the list.
8 Click Update/Reboot Unit.

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CONFIGURING A SYSTECH TERMINAL SERVER

Configuring the Terminal Server for use with Fast Failover

In a redundant server system, the backup server must be able to communicate with
the field devices as soon as it becomes the primary server.
Terminal servers implement the concept of a TCP keep alive timer. The TCP keep
alive timer ensures that the terminal server automatically disconnects and frees a
connection to one of its ports if communication with the server is lost (if the server
fails or the network connection is broken). This enables the backup server to take
over communication with the field devices.
Once the keep alive time has expired, a keep alive packet is sent from the Systech
terminal server to the server. The interval between these keep alive packets is the
greater of 2 seconds and the keep alive time/96. If the server does not respond to a
configured number of keep alive packets the terminal server assumes that the
connection has been broken and it allows the backup server to establish a
connection.
This means that the Systech terminal server will free up a connection to one of its
ports if communication with a server has been lost for the keep alive time + number
of keep alive packets * 2 seconds. That is, for a 10-second keep alive time, the
connection to one of its ports is freed up after 26 seconds of lost communication with
the server (assuming the number of keep alive packets is 8).
The following table shows the recommended settings for the keep alive time and the
number of keep alive packets for various redundant server configurations.

Servers configured for:

Normal failover Fast failover Normal or fast failover
communicating with communicating with communicating with
terminal servers on a terminal servers on a terminal servers on
high-speed LAN high-speed LAN low-speed WAN
Recommended 10 5 20
keep alive time
(seconds)
Recommended 8 3 8
number of keep
alive packets

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Connecting Controllers
This section provides general instructions on connecting controllers to a Systech.
Note that you must also read the appropriate Controller References to see if there are
any specific restrictions applicable to the controllers you want to connect.

Cabling
For cable wiring information that is specific to the controller that you are connecting
to this terminal server, see the controller's interface reference guide.

Configuring the Port in Quick Builder

You use Quick Builder to configure each controller that is connected to the Systech.
The following properties (see Port tab) are specific to a Systech.

Property Description
Port Type Click Terminal Server.
Terminal Server TCP Host Name The name you defined in the server's hosts file for the
Systech to which the controller is connected.
If you have not added the terminal server's details to the
hosts file, you can type its IP address.
Terminal Server TCP Port No The number of the TCP port to which the controller is
connected, which is equal to 8000 plus the serial port
number. For example, if the controller is connected to
serial port 2, you would type 8002 .
Idle Timeout Leave at 180 sec.

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CONFIGURING A SYSTECH TERMINAL SERVER

164 [Link]
Installing specialized hardware on a
computer

The topics in this section describe how you install or configure the following
hardware for an Experion system:
• Printers
• Serial adapters
• Integrated keyboards (IKB)
– Using an OEP/IKB adapter
– Using a USB port
For information on connecting, installing, and configuring a Parallel Operation
Keyboard (POK), see the Parallel Operation Keyboard User's Guide.

Related topics
“Installing a printer” on page 166
“Serial adapter installation checklist” on page 171
“Connecting an integrated keyboard (IKB) to an OEP/IKB adapter” on page 173
“Connecting an integrated keyboard (IKB) to a USB port” on page 174

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INSTALLING SPECIALIZED HARDWARE ON A COMPUTER

Installing a printer
This topic describes how to install a printer.

Prerequisites
• A supported printer.
• You must be logged on to the computer using a Windows account with local
administrator rights.
• If you are installing an alarm printer, such as an Epson LQ 1070+ ESC P2, the
paper size is usually set to US Std Fanfold.

Tasks

Task Go to Done?
Connect the printer to the computer as specified
by the manufacturer.
Install the print driver. Choose one of the
following methods:
• Local printer “Installing a printer driver for a
local printer” on page 167
• Local shared printer “Installing a printer driver for a
local shared printer” on
page 168
• Shared network printer with a suitable share “Installing a printer driver for a
name shared network printer (with a
suitable share name)” on
That is, the share name does not contain more
page 168
than 30 characters and does not contain any
spaces.
• Shared network printer whose existing share “Installing a printer driver for a
name is unsuitable shared network printer (whose
existing share name is
unsuitable)” on page 169
Specify the location of the print job spool. “Setting up the print job spool
folder” on page 170
If this is an alarm/report printer and it is “Creating a guest account” on
connected to a computer other than the server, page 170
create a guest account.

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 INSTALLING SPECIALIZED HARDWARE ON A COMPUTER

Task Go to Done?
Configure the printer, as described in the Server
and Client Configuration Guide.

Related topics
“Installing a printer driver for a local printer” on page 167
“Installing a printer driver for a local shared printer” on page 168
“Installing a printer driver for a shared network printer (with a suitable share name)”
on page 168
“Installing a printer driver for a shared network printer (whose existing share name
is unsuitable)” on page 169
“Setting up the print job spool folder” on page 170
“Creating a guest account” on page 170

Installing a printer driver for a local printer

This procedure is only applicable if the printer is connected to the computer, and is
only used by this computer.

To install the printer driver

1 Log on to the computer using a Windows account with local administrator rights.
2 Choose Start > Devices and Printers > Add a Printer.
3 Click Add a Local Printer.
4 Click the port to which the printer is connected. Click Next to continue.
5 Select the printer manufacturer from Manufacturer.
6 Select the printer model from Printers, and then click Next.
7 Name the printer. The name cannot contain spaces, and must not contain more
than 30 characters.
8 Click Next to continue.
9 Specify whether or not the printer can be shared by other network users then click
Next.
10 If you want to, specify Location and Comments .
11 Click Next.
12 Click Yes to print a test page.
13 Check the information is correct and click Finish to finish installing the printer.

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INSTALLING SPECIALIZED HARDWARE ON A COMPUTER

Installing a printer driver for a local shared printer

This procedure is only applicable if the printer is connected to the computer, and it is
shared by other computers.

To install the printer driver

1 Log on to the computer using a Windows account with local administrator rights.
2 Choose Start > Devices and Printers > Add a Printer.
3 Click Add a Local Printer.
4 Click the port to which the printer is connected. Click Next to continue.
5 Click the printer manufacturer from Manufacturer.
6 Click the printer model from Printers, and then click Next.
7 Name the printer. The name cannot contain spaces, and must not contain more
than 30 characters.
8 Click Next to continue.
9 Click Share as, type the same name as above, then click Next.
10 If you want to, specify Location and Comments .
11 Click Next.
12 Click Yes to print a test page.
13 Check the information is correct and click Finish to finish installing the printer.

Installing a printer driver for a shared network printer (with a suitable share name)
This procedure is only applicable if the printer is connected directly to the network,
and the current share name does not contain spaces or more than 30 characters.

To install the printer driver

1 Log on to the computer using a Windows account with local administrator rights.
2 Choose Start > Devices and Printers > Add a Printer.
3 Click Add a network, wireless or Bluetooth printer. A list of available printers
displays.
If the printer you wish to connect to does not display, click The printer that I
want isn't listed to browse a list of shared printers on the network.
4 Click the printer you want to add and click Next.

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 INSTALLING SPECIALIZED HARDWARE ON A COMPUTER

5 Specify whether or not you want the network printer to be the default and click
Next.
Experion does not require the printer to be the default. However, if it is your only
printer, and you wish to print screen dumps, you must make it the default printer.
6 Check the information is correct and click Finish to complete the installation.

To set the paper size

1 Choose Start > Devices and Printers.
2 Click the printer.
3 Right-click the printer and choose Printing Preferences from the menu which
displays.
4 Click the correct paper size and click OK.
5 Select the orientation: Portrait or Landscape.
6 Click Apply and then click OK to close the Printing Preferences dialog box.

Installing a printer driver for a shared network printer (whose existing share name
is unsuitable)
This procedure is only applicable if the printer's current share name contains spaces
or more than 30 characters.

To install the printer driver

1 Log on to the computer using a Windows account with local administrator rights.
2 Choose Start > Devices and Printers > Add a Printer.
3 Click Add Local Printer.
4 Click Create a new port and click Next.
5 Type the full network UNC path for the printer in the Port Name dialog box and
click OK.
6 Click the printer manufacturer from Manufacturer.
7 Click the printer model from Printers, and then click Next.
8 Name the printer. The name cannot contain spaces, and must not contain more
than 30 characters.
9 Click Next.
10 Click Do not share this printer and click Next .
11 If you want to, specify Location and Comments .

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INSTALLING SPECIALIZED HARDWARE ON A COMPUTER

12 Click Next.
13 Click Yes to print a test page.
14 Check the information is correct and click Finish to finish installing the printer.

To set the paper size

1 Choose Start > Devices and Printers.
2 Select the printer.
3 Right—click the printer and select Printing Preferences.
4 Click Advanced.
5 Click the correct paper size and click OK.
6 Select the orientation: Portrait or Landscape.
7 Click Apply and then click OK to close the Printing Preferences dialog box.

Setting up the print job spool folder

When you install a printer, Windows creates a folder to temporarily store print jobs
before sending them to the printer. By default, the folder is \winnt\System32\Spool
\Printers.

To change the spool folder

1 Choose Start > Devices and Printers > Printers to display the Printers window.
2 Select a printer and click Print server properties and click the Advanced tab.
3 Type a path for the print spool folder that is not in the primary partition.
4 Click Apply and then click OK to save your changes.

Creating a guest account

When printing alarms, events, or reports on a printer that is connected to a computer
other than the server, network security becomes a factor. This is because Experion
runs under the mngr account. When Experion attempts to print via another computer,
it logs into that computer using the mngr account and associated password. The print
job will fail if the login fails.
To ensure that security does not become an issue when printing, you must create a
“guest” account on the other computer called, mngr. If this account is only used for
printing, you can set it up for only printing privileges.

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 INSTALLING SPECIALIZED HARDWARE ON A COMPUTER

Serial adapter installation checklist

This section describes the prerequisites while installing a serial adapter.

Prerequisites
• Serial adapter is qualified for use with Experion R400.
• When installing a Windows operating system recommended serial adapter, the
device will be detected and automatically configured during the Windows
operating system installation.

Related topics
“Installing a Stallion EasyConnection” on page 171

Installing a Stallion EasyConnection

[other]
Ensure that you are properly earthed when installing any hardware in a computer. Honeywell
recommends that you use an antistatic wrist strap. Alternatively, frequently touch metal parts
on the computer to prevent the buildup of static electricity.
The Stallion EasyConnection serial adapter can connect RS-232, RS-422, and
RS-485 devices. The following figure shows a typical configuration.

Server

Stallion
Adapter

RS-485

Controller Controller Controller

Prerequisites
• Stallion EasyConnection adapter.
• Disk or CD supplied with the adapter.

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INSTALLING SPECIALIZED HARDWARE ON A COMPUTER

• For details about connecting controllers to the adapter, see the Server and Client
Configuration Guide.

To install a Stallion EasyConnection and configure its driver

1 Install the adapter in accordance with the manufacturer's instructions, using the
default DIP switch settings.
2 Choose Start > Control Panel > Programs > Get Programs to open the
Control Panel.
3 Double-click the Add/Remove Hardware icon to open the Add/Remove
Hardware Wizard.
4 Click Add, and then click Have Disk to install the Stallion EasyConnection
driver from the Stallion 3.5-inch disk.
5 Browse to the \i386 folder on the disk, or the \winnt\i386 folder on the drive,
and then follow the manufacturer's instructions.

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 INSTALLING SPECIALIZED HARDWARE ON A COMPUTER

Connecting an integrated keyboard (IKB) to an OEP/IKB

adapter
This section shows how to connect the Honeywell OEP/IKB adapter to a computer
and a non-USB integrated keyboard (IKB).

CAUTION
Do not connect the AC power cord to the AC power outlet unless the OEP/IKB
adapter is connected to the IKB and the COM1 and PS/2 ports of the computer.

To connect an IKB to an OEP/IKB adapter

1 Shutdown and turn off the computer.
2 Turn off the IKB.
3 Connect the OEP/IKB, COMM, and PS/2 ports on the OEP/IKB adapter as
shown in the following diagram.

IKB

To AC power outlet

AC power cord To COM1 port on

client computer
OEP/IKB Comm port

OEP/IKB adapter To PS/2 keyboard port

Power on client computer
Power PS/2
source

4 Connect the power source to the OEP/IKB adapter.

5 Connect the AC power cord to the power source and the AC power outlet.
6 Turn on the computer and the IKB.

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INSTALLING SPECIALIZED HARDWARE ON A COMPUTER

Connecting an integrated keyboard (IKB) to a USB port

This section describes how to connect a USB integrated keyboard (IKB) to a USB
port or USB hub connected to the computer.

Prerequisites
• IKB service is installed.
• You know the location of the USB drivers on your computer. If you accepted the
default path when you installed the IKB service, the location of the USB drivers
is
C:\Program Files\Honeywell\IKB_USB_Drivers

To connect the Integrated Keyboard and install USB drivers

1 Insert the integrated keyboard (IKB) USB cable into a USB port on the computer
or the USB hub that is connected to the computer within the Icon Series Console.
2 Insert the IKB power plug into a power outlet.
3 Ensure the power to the IKB is switched on.
4 The Found New Hardware wizard starts. Click Next to continue.
5 Click Specify a location and then click Next .
6 Type the location of the USB drivers and then click OK.
7 The Found New Hardware wizard restarts.
8 Click Next to continue.
9 Click Specify a location and then click Next .
The location you typed in the step above appears.
10 Click OK to continue.
11 Click Next
12 Click Finish.
13 Restart the computer.

To configure the USB Serial port

1 Click Start, right-click Computer and choose Manage.
2 Click the Device Manager item to display a list of devices.
3 Expand the Ports (COM & LPT) item.

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In the list of ports is the USB Serial item with the port name displayed next to the
item name. The port name must be COM3.
4 If the port name is not COM3
a Right-click on the USB Serial item and choose Properties.
b Click the Port Settings tab.
c Click Advanced.
d In the COM Port Number list, choose COM3.
e Click OK to close the Advanced Settings dialog box.
f Click OK to close the USB Serial Properties dialog box.
5 Close the Computer Management dialog box.

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INSTALLING SPECIALIZED HARDWARE ON A COMPUTER

176 [Link]
Notices

Trademarks
Experion®, PlantScape®, SafeBrowse®, TotalPlant® and TDC 3000® are
registered trademarks of Honeywell International, Inc.

Other trademarks
Microsoft and SQL Server are either registered trademarks or trademarks of
Microsoft Corporation in the United States and/or other countries.
Trademarks that appear in this document are used only to the benefit of the
trademark owner, with no intention of trademark infringement.

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NOTICES

Support and other contacts

United States and Canada

Contact Honeywell Solution Support Center

Phone 1-800-822-7673
Calls are answered by dispatcher between 6:00 am and 4:00 pm
Mountain Standard Time. Emergency calls outside normal working
hours are received by an answering service and returned within one hour.
Facsimile 1-973-455-5000
Mail Honeywell TAC, MS L17
1860 W. Rose Garden Lane
Phoenix, AZ 85027 USA

Europe, Middle East, and Africa (EMEA)

Contact Honeywell TAC - EMEA

Phone +32-2-728-2345
Facsimile +32-2-728-2696
Mail TAC-BE02
Hermes Plaza
Hermeslaan, 1H
B-1831 Diegem, Belgium

Pacific

Contact Honeywell Global TAC - Pacific

Phone 1300-364-822 (toll free within Australia)
+61-8-9362-9559 (outside Australia)
Facsimile +61-8-9362-9564
Mail Honeywell Limited Australia
5 Kitchener Way
Burswood, WA, 6100, Australia
E-mail GTAC@[Link]

178 [Link]
 NOTICES

India

Contact Honeywell Global TAC - India

Phone +91-20-6603-2718 / 19
1800-233-5051
Facsimile +91-20-6603-9800
Mail Honeywell Automation India Ltd.
56 and 57, Hadapsar Industrial Estate
Hadapsar, Pune - 411 013, India
E-mail Global-TAC-India@[Link]

Korea

Contact Honeywell Global TAC - Korea

Phone +82-2-799-6317
Facsimile +82-2-792-9015
Mail Honeywell Co., Ltd
4F, Sangam IT Tower B4-4 Block,
1590, DMC Sangam-dong
Mapo-gu, Seoul 121-835, Korea
E-mail Global-TAC-Korea@[Link]

People’s Republic of China

Contact Honeywell Global TAC - China

Phone +86-21-2219-6888
800-820-0237
400-820-0386
Mail Honeywell (China) Co., Ltd
33/F, Tower A, City Center, 100 Zunyi Rd.
Shanghai 200051, People's Republic of China
E-mail Global-TAC-China@[Link]

Singapore

Contact Honeywell Global TAC - South East Asia

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NOTICES

Phone +65-6580-3500
Facsimile +65-6580-3501
+65-6445-3033
Mail Honeywell Private Limited
Honeywell Building
17, Changi Business Park Central 1
Singapore 486073
E-mail GTAC-SEA@[Link]

Taiwan

Contact Honeywell Global TAC - Taiwan

Phone +886-7-536-2567
Facsimile +886-7-536-2039
Mail Honeywell Taiwan Ltd.
17F-1, No. 260, Jhongshan 2nd Road.
Cianjhen District
Kaohsiung, Taiwan, ROC
E-mail Global-TAC-Taiwan@[Link]

Japan

Contact Honeywell Global TAC - Japan

Facsimile +81-3-6730-7228
Mail Honeywell K.K
New Pier Takeshiba, South Tower Building,
20th Floor, 1-16-1 Kaigan, Minato-ku,
Tokyo 105-0022, Japan
E-mail Global-TAC-JapanJA25@[Link]

World Wide Web

Honeywell Process Solutions Support Online web site:
[Link]

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 NOTICES

Elsewhere
Contact your nearest Honeywell office.

181
NOTICES

Training classes
Honeywell holds technical training classes on Experion. These classes are taught by
experts in the field of process control systems. For more information about these
classes, contact your Honeywell representative, or see http://
[Link].

182 [Link]
Index

RSLInx
R concurrent activations 80
RSLinx configuring 67
activating with FactoryTalk activation to node-locked activations 77
ol 76 rehosting activations 81
configuring 75

183
INDEX

184 [Link]