Instruction Exaquantum Installation Guide

Manual
IM 36J04A13-01E

IM 36J04A13-01E
© Yokogawa January 14th 2020
22nd Edition Issue 1
Exaquantum Installation Guide i

Copyright and Trademark Notices

© 2020 Yokogawa Electric Corporation
All Rights Reserved
The copyright of the programs and online manuals contained in the software medium of the
Software Product shall remain with YOKOGAWA.
You are allowed to print the required pages of the online manuals for the purposes of using or
operating the Product; however, reprinting or reproducing the entire document is strictly
prohibited by the Copyright Law.
Except as stated above, no part of the online manuals may be reproduced, transferred, sold, or
distributed to a third party in any manner (either in electronic or written form including,
without limitation, in the forms of paper documents, electronic media, and transmission via
the network).
Nor it may be registered or recorded in the media such as films without permission.
Trademark Acknowledgements
⚫ CENTUM, ProSafe, Exaquantum, Vnet/IP, PRM, Exaopc, Exaplog, Exapilot, Exasmoc
and Exarqe are registered trademarks of Yokogawa Electric Corporation.
⚫ Microsoft, Windows, Windows Server, SQL Server, Excel, Internet Explorer, SharePoint,
ActiveX, Visual Basic, Visual C++, and Visual Studio are either registered trademarks or
trademarks of Microsoft Corporation in the United States and other countries.
⚫ Adobe and Acrobat are registered trademarks of Adobe Systems Incorporated, and
registered within particular jurisdictions.
⚫ Ethernet is a registered trademark of XEROX Corporation.
⚫ All other company and product names mentioned in this manual are trademarks or
registered trademarks of their respective companies.
⚫ We do not use TM or ® mark to indicate those trademarks or registered trademarks in this
manual.
⚫ We do not use logos in this manual.

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Highlights
The Highlights section gives details of the changes made since the previous issue of this
document.
Summary of Changes
This is the 22nd Edition of the document.
Detail of Changes
The changes are as follows.

Chapter/Section/Page Change
Section 12.1 Removed section describing Tag Description Migration tool
Section 5 Updated Prerequisites installer & Installation screenshots
Sections 3.6 – 3.7 Updated list of operating systems supported in R3.20
Sections 2.11, 3.2 - 3.4 Updated HIS OPC and Exaopc versions
Sections 2.12, 3.3 to 3.7, Updated list of Excel versions supported in R3.20
5.6, 10.19
Sections 3.3. to 3.7 Updated list of Internet Explorer versions supported in R3.20
Section 2.1 Paragraph added
Section 2.27 Added section describing Installation of Exaquantum with
Exaopc-RD software

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Exaquantum Document Set

The documents available for Exaquantum are:

Exaquantum General Specification (GS 36J04A10-01E)

Exaquantum Technical Information (TI 36J04A10-01E)

Exaquantum/PIMS User's Manual (IM 36J04A11-01E)

Exaquantum/Explorer User's Manual Volume 1

General Information (IM 36J04A12-01E)

Exaquantum/Explorer User's Manual Volume 2

Custom Controls (IM 36J04A12-02E)

Exaquantum/Explorer User's Manual Volume 3

Microsoft Excel Reports (IM 36J04A12-03E)

Exaquantum/Explorer User's Manual Volume 4

Advanced Configuration (IM 36J04A12-04E)

Exaquantum Installation Guide (IM 36J04A13-01E)

Exaquantum API Reference Manual (IM 36J04A14-01E)

Exaquantum Engineering Guide Volume 1

Administration (IM 36J04A15-01E)

Exaquantum Engineering Guide Volume 2

Network Configuration (IM 36J04A15-02E)

Exaquantum Engineering Guide Volume 3

Support Tools (IM 36J04A15-03E)

Exaquantum Engineering Guide Volume 4

Web Authoring (IM 36J04A15-04E)

Exaquantum Engineering Guide Volume 5

PI Connection (IM 36J04A15-05E)

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Table of Contents
Introduction ............................................................................................................ 1-1
1.1 About This Guide .............................................................................................................. 1-1
1.2 Installation Overview ........................................................................................................ 1-2
1.3 Other Sources of Information ............................................................................................ 1-3
1.4 Language options .............................................................................................................. 1-4
1.5 Support .............................................................................................................................. 1-5
Pre-installation Preparation .................................................................................. 2-1
2.1 Pre-Installation Overview ................................................................................................. 2-1
2.2 Additional Features ........................................................................................................... 2-2
2.3 Client / Server Technology Options .................................................................................. 2-3
2.4 Client Software Options .................................................................................................... 2-4
2.5 Web Server Deployment Options...................................................................................... 2-5
2.6 Open Interface ................................................................................................................... 2-6
2.7 User And Group Accounts ................................................................................................ 2-7
2.8 Determine the Security Model .......................................................................................... 2-8
2.9 User account and Group .................................................................................................... 2-9
2.10 Password Policy Setting (Legacy Model) ....................................................................... 2-15
2.11 Exaquantum OPC Client Support.................................................................................... 2-15
2.12 Excel Add-Ins .................................................................................................................. 2-18
2.13 Hard Disk Considerations ............................................................................................... 2-19
2.14 Internet Information Server ............................................................................................. 2-23
2.15 Microsoft Message Queue (MSMQ) ............................................................................... 2-24
2.16 Primary And Secondary Exaquantum PIMS Servers ...................................................... 2-24
2.17 Role Based Name Space ................................................................................................. 2-25
2.18 Secure Workbook Folder Location ................................................................................. 2-25
2.19 Server Time Synchronization .......................................................................................... 2-26
2.20 Web Authoring Tools Option .......................................................................................... 2-26
2.21 Windows Terminal Services ........................................................................................... 2-27
2.22 21 CFR Part 11 Support .................................................................................................. 2-27
2.23 Network Configuration ................................................................................................... 2-27
2.24 User Group Generation before Installation ..................................................................... 2-27
2.25 Installation of Exaquantum with third party software ..................................................... 2-29
2.26 Installation of Exaquantum with Exaopc software .......................................................... 2-30
2.27 Installation of Exaquantum with Exaopc-RD software ................................................... 2-30

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2.28 Installation of Exaquantum with EXA software : Exaopc, Exapilot, Exaplog, APC
Product. ........................................................................................................................... 2-35
2.29 User Account Control ..................................................................................................... 2-35
2.30 Power Options ................................................................................................................. 2-35
2.31 Installing .NET Framework 3.5 ...................................................................................... 2-36
2.32 Suppression of Windows update acquisition .................................................................. 2-37
2.33 Virtualization Platform (Hyper-V) Support .................................................................... 2-38
2.34 Note on Using a Virtual Machine ................................................................................... 2-40
Prerequisites ............................................................................................................3-1
3.1 Overview ........................................................................................................................... 3-1
3.2 Exaquantum Prerequisites DVD ....................................................................................... 3-2
3.3 Combined Server Prerequisites ......................................................................................... 3-3
3.4 Exaquantum/PIMS Server Prerequisites ........................................................................... 3-4
3.5 Exaquantum/Web Server Prerequisites ............................................................................. 3-6
3.6 Exaquantum/Explorer Client Prerequisites ....................................................................... 3-7
3.7 Exaquantum/Web Client Prerequisites.............................................................................. 3-8
3.8 Determine the Installation User ........................................................................................ 3-9
Installation Procedures ..........................................................................................4-1
4.1 Installation Procedures Overview ..................................................................................... 4-1
4.2 Installation ......................................................................................................................... 4-2
4.3 Prerequisites Installation Sequence ................................................................................... 4-4
4.4 Combined Exaquantum Server Installation Sequence ...................................................... 4-5
4.5 Exaquantum/PIMS Server Installation Sequence ............................................................. 4-6
4.6 Exaquantum/Web Server Installation Sequence ............................................................... 4-7
4.7 Explorer Client Installation Sequence ............................................................................... 4-8
4.8 Web Client Installation Overview ..................................................................................... 4-9
4.9 Web Client Installation Sequence ................................................................................... 4-10
Dialog Boxes ............................................................................................................5-1
5.1 Installation Start ................................................................................................................ 5-1
5.2 Install The Exaquantum Software ..................................................................................... 5-3
5.3 Installation Procedure........................................................................................................ 5-5
5.4 Prerequisites – Welcome ................................................................................................... 5-6
5.5 Prerequisites – Mandatory Prerequisites ........................................................................... 5-7
5.6 Prerequisites – Conditional Prerequisites.......................................................................... 5-8
5.7 Prerequisites – User And Password Information .............................................................. 5-9
5.8 Prerequisites – SQL Server Installation .......................................................................... 5-11

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5.9 Prerequisites – Install Sequence ...................................................................................... 5-12

5.10 Prerequisites – Running Dialog Screens ......................................................................... 5-13
5.11 Prerequisites – Install Completed .................................................................................... 5-18
5.12 Exaquantum – Installation Start ...................................................................................... 5-19
5.13 Exaquantum – Welcome ................................................................................................. 5-19
5.14 Exaquantum – License Agreement.................................................................................. 5-20
5.15 Exaquantum – Security Model ........................................................................................ 5-21
5.16 Exaquantum – Security Settings...................................................................................... 5-24
5.17 Exaquantum – Password Information (Legacy Model)................................................... 5-25
5.18 Exaquantum – EXA Password Information (Legacy Model) ......................................... 5-26
5.19 Exaquantum – Customer Information ............................................................................. 5-28
5.20 Exaquantum – Destination Location ............................................................................... 5-29
5.21 Exaquantum – Select Features ........................................................................................ 5-30
5.22 Exaquantum – Database Creation ................................................................................... 5-31
5.23 Exaquantum – 21 CFR Part 11 Settings .......................................................................... 5-32
5.24 Exaquantum – Secure Workbook Location..................................................................... 5-33
5.25 Exaquantum – PIMS Server Names ................................................................................ 5-35
5.26 Exaquantum – Web Server Name ................................................................................... 5-36
5.27 Exaquantum – Web Site Name ....................................................................................... 5-37
5.28 Exaquantum – Web Site Details...................................................................................... 5-39
5.29 Exaquantum – Start Copying Files.................................................................................. 5-40
5.30 Exaquantum – Setup Status ............................................................................................. 5-41
5.31 Exaquantum – Installation Completed ............................................................................ 5-42
Installation Troubleshooting ................................................................................. 6-1
6.1 Recovering From A Failed Installation ............................................................................. 6-1
6.2 Installation Log File .......................................................................................................... 6-2
6.3 Silent Installations ............................................................................................................. 6-3
Installing MSMQ .................................................................................................... 7-1
Installing IIS ........................................................................................................... 8-1
Installing the .NET API on an Exaquantum Client or Web Server .................. 9-1
Configuration........................................................................................................ 10-1
10.1 Overview ......................................................................................................................... 10-1
10.2 Deleting Installation Log Files ........................................................................................ 10-2
10.3 Quantumuser Temp folder permissions (Legacy Model) ................................................ 10-2
10.4 Network Setting............................................................................................................... 10-4
10.5 Accessing Domain Based Group Accounts (Legacy Model) ........................................ 10-10

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10.6 Accessing The Domain Quantumuser Account (Legacy Model) ................................. 10-11
10.7 Using Domain\Local Accounts (Legacy Model) .......................................................... 10-13
10.8 Changing the password for the Exaquantum Service User (Legacy Model) ................ 10-15
10.9 Additional Procedure for Each Security Model ............................................................ 10-15
10.10 Configuration for IIS ..................................................................................................... 10-16
10.11 Web Browser Settings ................................................................................................... 10-16
10.12 Web Browser Settings - Home Page ............................................................................. 10-17
10.13 Web Browser Settings – Logon Security ...................................................................... 10-18
10.14 Web Browser Settings - Proxy Settings ........................................................................ 10-19
10.15 Web Browser Settings – Certificate Revocation ........................................................... 10-19
10.16 Internet Explorer - ActiveX Security ............................................................................ 10-20
10.17 Internet Explorer – SVG Compatibility ........................................................................ 10-21
10.18 Adobe Acrobat Reader Installation ............................................................................... 10-21
10.19 Excel Add-Ins Post Installation Integration .................................................................. 10-22
10.20 Setup of Anti-Virus Software........................................................................................ 10-23
10.21 Moving Database Data and Log Files ........................................................................... 10-25
10.22 Expanding the Database ................................................................................................ 10-28
10.23 Setting Online Archive Location .................................................................................. 10-31
10.24 Configuring SQL Server Memory ................................................................................ 10-32
10.25 Changing SQL Server Passwords ................................................................................. 10-34
10.26 Starting The SQL Server ............................................................................................... 10-35
10.27 Starting The Exaquantum Service ................................................................................. 10-36
10.28 Stopping The Exaquantum Service ............................................................................... 10-37
10.29 Remote Registry Access Setting ................................................................................... 10-38
10.30 Network Discovery Setting ........................................................................................... 10-39
10.31 Restriction on AutoRun................................................................................................. 10-40
10.32 Application of StorageDevicePolicies function ............................................................ 10-40
10.33 IT Environment Setting ................................................................................................. 10-40
10.34 Display of Alarm and Event Data from CAMS on Exaquantum/ Legacy Web. .......... 10-40
Checking the Installation .....................................................................................11-1
11.1 Overview ......................................................................................................................... 11-1
11.2 Checking the Exaquantum/PIMS Server......................................................................... 11-1
11.3 Checking the Exaquantum/Explorer Client..................................................................... 11-1
11.4 Checking the Exaquantum/Web Client ........................................................................... 11-2
11.5 Checking the Exaquantum/Web Server .......................................................................... 11-2
Changes to an Existing Installation ....................................................................12-1

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12.1 Upgrading from a Previous Version ................................................................................ 12-1

12.2 Adding Web Server ......................................................................................................... 12-2
12.3 Reinstalling the Server Software ..................................................................................... 12-3
12.4 Reinstalling the Client Software...................................................................................... 12-3
12.5 Backup Databases ........................................................................................................... 12-3
12.6 Recovering from a Failed Installation ............................................................................. 12-4
12.7 Uninstalling Exaquantum ................................................................................................ 12-4
IT Security Setting ............................................................................................... 13-1
13.1 Security Model ................................................................................................................ 13-2
13.2 Security Configuration Items .......................................................................................... 13-4
13.3 When Coexisting with another EXA Package .............................................................. 13-10
Appendix A. Using the Windows Firewall (Legacy Model) ......................................................... 1
Appendix A.1 Detail .....................................................................................................................1
Appendix B. DCOM Permissions Changes (Legacy Model) ....................................................... 1
Appendix B.1 Connection failures ...............................................................................................1
Appendix B.2 Detail .....................................................................................................................1
Appendix C. DCOM Permission Setup for OPC Clients ............................................................. 1
Appendix C.1 Overview ...............................................................................................................1
Appendix C.2 Detail .....................................................................................................................1
Appendix D. How to Start Applications and Tools....................................................................... 1

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Introduction
1.1 About This Guide
This guide provides all the information necessary to install the Exaquantum software.
 It describes the main installation options and provides the information necessary to
make the right choices.
 Many of the major choices are fundamental to a successful integration with other
systems.
 The information is aimed at IT professionals who have been on the appropriate
Yokogawa training course, such as 'Installing Exaquantum Systems' [NTPP 902].
WARNING: The software should only be installed by authorized staff that are qualified
to do so.
The level of information is aimed at suitably qualified installation and integration
engineers, who will be expected to have the following abilities:
 Have access to the decisions made about the installation requirements and design.
 Understand the technical environment and infrastructure at the installation site
 Be familiar with the Windows operating systems being used, including the User
and Group account options.
 Have access to the Administrator account on all the computers involved.

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1.2 Installation Overview

There are three main phases to the installation process that should normally be carried
out in the following order:
1 Pre-installation Preparation- Before you start:
 Ensure that you know what to install.
 Check that the hardware and infrastructure are suitable and that the prerequisite
software is available.
 Which IT Security Model should be used?
2 Installation Procedures - The methods for:
 Installing any prerequisite software.
 Installing the Exaquantum software.
3 Configuration - Make the necessary adjustments to the default configuration to
match your situation.
Alternatively you may be making Changes to an Existing Installation.
When the installation is completed, you should refer to the Checking the Installation
section.
Language
Exaquantum is available in other Language options which can have an effect on the
installation process.
Note: All procedures should be carried out using a Windows account that has
administrator privileges on the local machine.

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1.3 Other Sources of Information

This guide provides all the information you require to carry out the installation.
If you want a greater understanding of some of the more complicated concepts behind
the software then you can refer to other Exaquantum documents.
The following documents are available in PDF on the Exaquantum DVD. You can also
choose for them to be installed on the target computer:
Note 1: In order to view PDF documents on this PC, Adobe Acrobat or Adobe Reader
must be installed. It is available from www.adobe.com
Note 2: In Adobe Reader 8 and later there is the ability to perform a text search within
all PDF documents in a folder.
 Exaquantum/PIMS Users Manual
 Exaquantum/Explorer Users Manual Volume 1 - General Information
 Exaquantum/Explorer Users Manual Volume 2 - Custom Controls
 Exaquantum/Explorer Users Manual Volume 3 - Microsoft Excel Reports
 Exaquantum/Explorer Users Manual Volume 4 - Advanced Configuration
 Exaquantum API Reference Manual
 Exaquantum Engineering Guide Volume 1 - Administration
 Exaquantum Engineering Guide Volume 2 - Network Configuration
 Exaquantum Engineering Guide Volume 3 - Support Tools
 Exaquantum Engineering Guide Volume 4 - Web Authoring
 Exaquantum Engineering Guide Volume 5 - PI Connection

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1.4 Language options

Supported Languages
Exaquantum currently supports the English and Japanese languages.
English is the default language, except in the case of Japanese being detected. There are
three DVDs:
• Prerequisites – Japanese
• Prerequisites – English
• Exaquantum
Language Detection
During the installation process, Exaquantum detects the language being used based on
the operating system’s default code page, which is not necessarily the language selection
by the setting in the Windows 'Locale'.
For example, when English Windows 2016 is installed, and Japanese is selected as the
default language, the Exaquantum installation will install English files.
Exaquantum will display the installation dialogs in the detected or default language and
installs the same version of documentation and database defaults.
Note that if any Windows Language packs are to be installed, then it is recommended
that they are installed after the Exaquantum prerequisites. If not, then installation of
the .NET Framework 3.5 features may not be possible unless the machine has a valid
internet connection to the windows update site.
If a Windows Language pack has been installed - the Language pack should be first
uninstalled, and reinstalled after IIS has been installed (the .NET Framework 3.5 is one
of the IIS features).

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1.5 Support
In the case of any problems with the installation of the software, support is available
from the relevant Yokogawa representative.
Before Contacting Yokogawa Support
Please check the information in this guide and the Other Sources of Information section
to ensure that the basic installation and configuration issues have been addressed.
The support process will be much more efficient if you have some basic information
ready when you call:
 The version and release numbers of the software.
 The operating system being used, including the service pack level.
 A concise description of the problem and its symptoms.
 Full details of any error messages encountered.
 Access to the Windows Event Viewer, in particular the Application and System
logs.
Tip: The Information Gathering Tool can be used to create a comprehensive report
containing useful information to help diagnose many problems. Further details can be
obtained in the Exaquantum Engineering Guide Vol. 3. See the Other Sources of
Information section for a link.

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Pre-installation Preparation
2.1 Pre-Installation Overview
During the preparation stage, you need to discover what form of installation will be
performed.
The following topics are discussed:
 Additional Features
 Client / Server Technology
 Open Interface
 User And Group Accounts
 Password Policy Setting (Legacy Model)
 Exaquantum OPC Client Support
 Excel Add-Ins
 Hard Disk Considerations
 Internet Information Server
 Microsoft Message Queue (MSMQ)
 Primary And Secondary Exaquantum PIMS Servers


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 Role Based Name Space

 Secure Workbook Folder Location
 Server Time Synchronization
 Web Server Deployment Options
 Web Authoring Tools
 Windows Terminal Services
 21 CFR Part 11 Support
 Network Configuration
 User Group Generation before Installation
 Installation of Exaquantum with third party software
 User Account Control
 Power Options
 Installing .NET Framework 3.5
 Suppression of Windows update acquisition
 Virtualization Platform (Hyper-V) Support
These issues should already have been decided at an earlier stage of the project. If you do
not know all the answers, then seek advice from the system or project manager.
Before you install the Exaquantum software, it is essential to confirm that the
prerequisites are available (Overview). The prerequisites depend on the form of
installation discussed in the list of topics above.
Note: The computer name cannot be changed after the Exaquantum PIMS server is
installed.
If you want to change the computer name, you must reinstall from the OS.
2.2 Additional Features
The Exaquantum system contains a number of additional features and tools that provide
extra functionality:
 Not all these items are required for every installation.
 During the installation procedure you can choose which ones to install.
 Some items need prerequisite software (Overview).
Before starting the installation procedure, you should determine which of the following
items are to be installed. Refer to the list in the Exaquantum – Select Features dialog box.
For further information about these features, refer to the relevant item in the other
sources of information (Other Sources of Information).

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2.3 Client / Server Technology Options

Exaquantum uses a client / server architecture that can be deployed in two distinct forms:
 Exaquantum/Explorer technology - A dedicated application running on the client,
communicates directly with the Exaquantum/PIMS server over the LAN (local
area network).
 Exaquantum/Web technology – One or both of:
1. A standard web browser on the client uses HTTP to communicate with the
Exaquantum/Web server, which in turn communicates with the
Exaquantum/PIMS server.
2. An Excel add-in on the client uses opc.tcp (OPC UA binary protocol) to
communicate with the Exaquantum/Web server, which in turn communicates
with the Exaquantum/PIMS server.
Note: The important technical and policy issues concerning the method used in any
particular situation need to be settled at an early stage. This discussion is beyond the
scope of this guide. If you want help in making a decision, then please discuss the
implications with your Yokogawa representative.
Servers
There are three options for deploying the server software:
 Exaquantum/PIMS server installed on a single computer.
 Exaquantum/Web server installed on a single computer.
 Exaquantum/PIMS server and Exaquantum/Web server combined on a single
computer.
All systems must have at least one Exaquantum/PIMS server.
 The Exaquantum/Web server can be deployed in two ways (Web Server
Deployment Options).
Notes:
1. The combined server deployment is only intended for small-scale, low volume
use, such as demonstrations.
2. Host names for Web server (and any other Exaquantum server) should be valid
DNS host names as documented in http://support.microsoft.com/kb/909264
3. For a web server running the Exaquantum Legacy Web – the website will not
function correctly if the Web server host name contains an underscore (_)
Clients
There are two client software options (Client Software Options):
 Exaquantum/Explorer client
 Exaquantum/Web client

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2.4 Client Software Options

The choice of client installation depends entirely on whether DCOM or Web-based
technology is being used.
 Exaquantum/Explorer client - Dedicated software that uses DCOM (Distributed
Component Object Model) to communicate with the Exaquantum/PIMS server.
 Exaquantum/Web client – Uses one or both of:
1. A standard web browser and HTTP (Hypertext Transport Protocol) to
communicate with the Exaquantum/Web server.
2. An Excel add-in and opc.tcp (OPC UA binary protocol) to communicate with the
Exaquantum/Web server.
Figure 2-1 Figure 2-2

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2.5 Web Server Deployment Options

In the case of the Exaquantum system using Web-based technology, there is a choice in
the way the two server components are deployed:
 Two server deployment - Install the Exaquantum/PIMS and Exaquantum/Web
servers on separate computers.
 Single server deployment - Install both the Exaquantum/PIMS and
Exaquantum/Web servers on the same computer.
Note: The combined server deployment is only intended for small-scale, low volume use,
such as demonstrations.
Figure 2-3 Figure 2-4

The requirement for the hardware platforms on which the software is installed is
explained in the topic Combined Server Prerequisites. The software prerequisites are
described in the topic Exaquantum/PIMS Server Prerequisites.

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2.6 Open Interface

The Open Interface (Formerly known as Cross-server calculations) provides the ability to
perform calculations using data from across different Exaquantum servers. It can also be
used by OPC Clients to access Exaquantum Tag, and Alarm and Event data.
The effect on the installation process is that the Exaopc server is added to the prerequisite
software (Overview) for the Exaquantum/PIMS server.
Figure 2-5 Figure 2-6

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2.7 User And Group Accounts

All parts of an Exaquantum system need to communicate and share data.
 In order to regulate access to facilities and functionality they share a basic set of
common users and groups with various access rights and privileges.
 Exaquantum employs the Windows operating system user and group accounts to
manage this facility.
Account Management
There are two fundamentally different ways of configuring these accounts:
 Local Group Accounts - maintain a set of local User and Group accounts on each
Exaquantum/PIMS server in the workgroup.
 Domain Group Accounts - maintain a centralized set of User and Group accounts
on a domain server.
In case of either Legacy model or Standard model for Workgroup, by default,
Exaquantum uses local groups for account management method. There are also other
areas of the Exaquantum installation that depend on how this is managed, such as Server
Time Synchronization and Role Based Name Space.
Implications For The Installation
The installation procedure only supports the automatic creation of local groups and
accounts. Domain groups and accounts have to be created manually prior to the
installation.
Be aware that if you:
 Upgrade a Legacy system that already uses domain based accounts, and want to
continue that way, some post installation configuration is required (See section
10.7).
 In case of Legacy model, install a new system and you want to use a domain to
manage the accounts, then you should contact your Yokogawa representative.

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2.8 Determine the Security Model

Regarding IT security, for further information, please refer to Chapter 13 (IT Security Setting).
Exaquantum provides three security models which are compatible with IT security (refer
to Chapter 13).
When installing Exaquantum, the IT security must be set, and this should be determined
in advance of installation of Exaquantum.
When installing Exaquantum, the same security model must be set for all installation
types (Combined Server, PIMS Server, Web Server and Explorer Client)
If Exaquantum is being installed with another Yokogawa SBP product (Solution Based
Package), then the IT Security model for Exaquantum must be the same as that used for
the SBP product. Examples of SBP products are Exaopc, Exapilot, and Exaplog.
Table 2-1 Security Model

Security model Feature

A model that gives priority to conjunction with the previous
Legacy model
versions and other IT security-incompatible models
A model that supports part some security measures to protect
against "attach across the network" and "direct attack in
Standard model control of the terminal", with the emphasis on coexistence with
other Yokogawa solution-based software package that support
‘IT Security’
A model that takes extensive security measures against threats
Strengthened model to IT security. This is a manually applied extension to the
Standard model.

Types of security provided for each security model are as follows.

Table 2-2 Type of Security

Legacy Standard Strengthened

Type of security
model model model
Access control – X XX
Personal firewall tuning – X XX (*1)
Changing SQL server service account – X XX
Unnecessary Windows service suspension – – XX
IT environmental configuration change – XX XX (*1)
Web server security – X XX (*1)

"X" indicates that it is included in the settings by the IT Security Setting Tool, and "–”
that it is not included.
"XX" indicates that it is included in the setting by manual.
*1: There is a difference between the standard model and Strengthened model.

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For more information about the security models, refer to 13.1 Security Model.
2.9 User account and Group
During the Exaquantum installation, required local user accounts and groups for
Exaquantum are automatically generated.
After the installation is completed, when a user creates an account or group or needs to
set different user information this may be done manually.
For the details, refer to Exaquantum Engineering Guide Volume 2 - Network
Configuration (IM 36J04A15-02E).
Note: No groups or accounts are created on an Exaquantum Web Client.
Accounts and Groups used by Exaquantum/PIMS Servers
This section covers the following installation types:
• Data Server
• Combined server
• Web server
The accounts and groups generated in installation of Exaquantum/PIMS are shown
below.
For Legacy model
User account
 Quantumuser: Account for executing Exaquantum/PIMS server component. Do
not delete this account.
 EXA: Account for executing EXA common process (Windows service). Do not
delete this account.
The password of the Quantumuser account may be changed. The password is
required when installing Exaquantum with “Legacy model” selected in the security
settings or when changing the security model to “Legacy” from another.
User group
 QUserGroup: All Exaquantum users must belong to this group.
 QDataWriteGroup: User group that can write data.
 QExplorerDesignGroup: User group that can start up Exaquantum/Explorer in
editing mode and create and modify Exaquantum/Explorer documents.
 QAdministratorGroup: User group that can modify and equalize Exaquantum
database, crate tags and write data.
For Standard (standalone management and domain management)
User account
 QTM_PROCESS: Account for executing the process of Exaquantum. Do not
delete this account. This account cannot log onto Windows.

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 EXA_PROCESS: Account for executing EXA common process (Windows

service). Do not delete this account.
 QTM_SQLSERVER: Account for SQL server service used by Exaquantum. Do
not delete this account.
 OPC_PROCESS: Account for The Exaopc processes used by Exaquantum. Do not
delete this account or modify the password.
User group
 QTM_DATA_READ: All users must belong to this group to access Exaquantum
data. In domain management, manually create this on the domain.
 QTM_DATA_WRITE: User group that can write data to Exaquantum. In domain
management, manually create this on the domain.
 QTM_EXPLORER_DESIGN: User group that can start up Exaquantum/Explorer
in editing mode and create and modify Exaquantum/Explorer documents. In
domain management, manually create this on the domain.
 QTM_MAINTENANCE: User group that can modify and equalize Exaquantum
database, create tags and write data. All user accounts belonging to this group
must belong to Administrator group. (In domain management, generate this
manually. User accounts belonging to the domain QTM_MAINTENANCE group
need to belong domain DomainAdmins group. If this cannot be implemented, add
the group to the local Administrators group on servers.)
 EXA_MAINTENANCE: User group for users that perform EXA package
common maintenance, execute EXA common tool or configure EXA package
cohabitation. All user accounts that belong to this group must belong to the
Administrator group. (In domain management, generate this group manually on
the domain. User account that belong to the domain EXA_MAINTENANCE
group need to belong to the domain DomainAdmins group. If this cannot be
implemented, add the group to the local Administrators group on the servers.)
 QTM_OPC: User group that for users that make an OPC connection from outside
the Exaquantum system (such as Exaopc connection, Exapilot/Exaquantum
Input/Output procedure unit). (In domain management, generate this manually on
the domain.)
 QTM _MAINTENANCE_LCL: The privilege is the same as
QTM_MAINTENANCE, and this is used as an emergency group when domain
controller is no available. All user accounts that belong to this group must belong
to local Administrator group. This group is only created in the Standard Domain
model.
 EXA_MAINTENANCE_LCL: The privilege is the same as
EXA_MAINTENANCE, and this is used as an emergency group when domain
controller is not available. All user accounts that belong to this group must belong
to the local Administrator group. This group is only created in the Standard
Domain model.

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 QTM_OPC_LCL: The privilege is the same as QTM_OPC; this group contains

users who will make an OPC connection from outside the Exaquantum system.
This group is only created in the Standard Domain model.
Accounts and Groups on an Exaquantum Explorer client
The accounts and groups generated in installation of Exaquantum client are shown
below.
For Legacy model
User account
 Quantumuser: Account used inside for connecting to Exaquantum/PIMS server
component. Do not delete this account.
For Standard (standalone management and domain management)
User account
 QTM_PROCESS: Account for executing the process of Exaquantum. Do not
delete this account. This account cannot log on Windows.
 EXA_PROCESS: Account for executing EXA common process (Windows
service). Do not delete this account.
User group
 QTM_DATA_READ: All users must be belonged this group.
 QTM_DATA_WRITE: User group that can write data.
 QTM_EXPLORER_DESIGN: User group that can start up Exaquantum/PIMS in
editing mode and create and modify Exaquantum/PIMS documents.
 QTM_MAINTENANCE: User group that can modify and equalize Exaquantum
database, create tags and write data. All user accounts that belong to this group
must belong to Administrator group. (In domain management, generate this
manually. User account belonging to the domain group QTM_MAINTENANCE
also need to belong to the domain group Domain Admins. If this cannot be
performed, then it needs to belong to the local Administrators group.)
 EXA_MAINTENANCE: User group that user that does EXA package common
maintenance that installs it for executing EXA common tool or making EXA
package cohabit belongs. All user accounts that belong to this group must belong
to Administrator group. (In domain management, generate this manually. User
account belonging domain EXA_MAINTENANCE group need to belong domain
DomainAdmins group. If this cannot be performed, then it needs to belong to the
local Administrators group.)
 QTM _MAINTENANCE_LCL: The privilege is the same with
QTM_MAINTENANCE, and this is used as an emergency group when domain
environment is in an abnormal situation. All user accounts belonging to this group
must also belong to the local Administrators group.
 EXA_MAINTENANCE_LCL: The privilege is the same with
EXA_MAINTENANCE, and this is used as an emergency group when domain

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environment is in an abnormal situation. All user accounts belonging to this group

must also belong to the local Administrators group.
Optional Group Accounts
User defined groups for RBNS (Role Based Name Space)
Domain Based Accounts
If you are upgrading a Legacy system that uses a windows domain, and you want to
continue to use domain based accounts (), then some extra configuration will be necessary.
The User Account Creation Tools
A suite of tools are provided to assist in process user account and password definition for
STANDARD mode security. These tools allow:
• Creation of account on OPC Server PCs
• Connection to other SBP products, where the passwords have been changed from
default
For OPC Server PCs, please refer to “6.2.5 Collaborating with Other Products” in
IM36J04A15-02E.
NOTE. During the Exaquantum Installation, the process user accounts are created
automatically with default passwords.
The suite consists of three tools:
• CreateQTMProcess – definition of the Exaquantum service user
• CreateEXAProcess – definition of the Exaopc communication account
• CreateQTMSQLServer – definition of the SQL Server service user
CreateQTMProcess
CreateQTMProcess is a command line tool which provides:
• Creation of the QTM_PROCESS user account
• Definition of the QTM_PROCESS user account password

How to Use This Tool

1 Logon to the computer with a user having local administration rights
2 Load the Exaquantum prerequisite DVD (Disc1) into the DVD drive, and then
type the following script on Command Prompt window.

<DVD Drive>:\TOOLS\CreateQTMProcess.exe

This command will create a QTM_PROCESS user account if it does not exist,
and a password will be assigned to the account. At the same time, the Windows
services, Windows task, DCOM processes registered for the QTM_PROCESS user
are also Setup.
If a QTM_PROCESS user account exists, the existing password will be
automatically changed.

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TIP
When setting a user-defined password, use the following command:

<DVD Drive>:\TOOLS\CreateQTMProcess.exe -p (password string)

If no QTM_PROCESS user account exists, a QTM_PROCESS user account will

be created and assigned with this user-defined password.
If a QTM_PROCESS user account already exists, the existing password will be
replaced by this user-defined password.

Notes when using this tool

Note 1: The tool should only be executed when Exaquantum is stopped.
Note 2: When changing the password, the same password must be used for all
Exaquantum Servers, and OPC Servers to which they connect.
Note 3: After changing the password of an existing QTM_PROCESS user account, the
computer needs to be restarted.
CreateEXAProcess
CreateEXAProcess is a command line tool which provides:
• Creation of the EXA_PROCESS user account
• Definition of the EXA_PROCESS user account password
How to Use This Tool
3 Logon to the computer with a user having local administration rights
4 Load the Exaquantum prerequisite DVD (Disc1) into the DVD drive, and then
type the following script on Command Prompt window.

<DVD Drive>:\ExaOPC\TOOLS\CreateEXAProcess.exe

This command will create an EXA_PROCESS user account if it does not exist,
and a password will be assigned to the account. At the same time, the Windows
services, Windows task, DCOM processes registered for the EXA_PROCESS user
are also Setup.
If an EXA_PROCESS user account exists, the existing password will be
automatically changed.

TIP
When setting a user-defined password, use the following command:

<DVD Drive>:\ExaOPC\TOOLS\CreateEXAProcess.exe -p (password string)

If no EXA_PROCESS user account exists, an EXA_PROCESS user account will

be created and assigned with this user-defined password.
If an EXA_PROCESS user account already exists, the existing password will be
replaced by this user-defined password.

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Notes when using this tool

Note 1: The tool should only be executed when Exaquantum is stopped.
Note 2: When changing the password, the same password must be used for all
Exaquantum Servers, and OPC Servers to which they connect...
Note 3: After changing the password of an existing EXA_PROCESS user account, the
computer needs to be restarted.
Note 4: If you run the IT security setting tool after changing the password using the
CreateEXAProcess, the password will be reset to the default password. In this
situation, change the password again by using the CreateEXAProcess tool.
CreateQTMSQLServer
CreateQTMSQLServer is a command line tool which provides:
• Creation of the QTM_SQLSERVER user account
• Definition of the QTM_SQLSERVER user account password
How to Use This Tool
1 Logon to the computer with a user having local administration rights
2 Load the Exaquantum prerequisite DVD (Disc1) into the DVD drive, and then
type the following script on Command Prompt window.

<DVD Drive>:\TOOLS\CreateQTMSQLServer.exe

This command will create a QTM_SQLSERVER user account if it does not exist,
and a password will be assigned to the account, and the Windows SQL Server
services are also setup.
If a QTM_SQLSERVER user account exists, the existing password will be
automatically changed.

TIP
When setting a user-defined password, use the following command:

<DVD Drive>:\TOOLS\CreateQTMSQLServer.exe -p (password string)

If no QTM_ SQLSERVER user account exists, a QTM_SQLSERVER user account

will be created and assigned with this user-defined password.
If a QTM_SQLSERVER user account already exists, the existing password will be
replaced by this user-defined password.

Notes when using this tool

Note 1: The tool should only be executed when Exaquantum is stopped.
Note 2: After changing the password of an existing QTM_SQLSERVER user account, the
computer needs to be restarted.

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2.10 Password Policy Setting (Legacy Model)

In the “Legacy” IT Security Model the requirement for complex passwords needs to be
disabled in order to use the default password for EXA user account.
1 Login Exaquantum Server PC with Administrator privilege.
2 From Administration Tools, launch “Local Security Policy”.
3 Select [Security Settings] – [Account Policies] – [Password Policy] – [Password must
meet complexity requirements] and double click.
4 Select [Disable] on the Local Security Setting Tab.
5 Click [OK] Button
Note: If the IT Security Model is changed from "Standard" to "Legacy", the "Password
must meet complexity requirements" setting must be disabled in advance of changing the
Security Model.
2.11 Exaquantum OPC Client Support
For installations that use non-Exaquantum clients to view OPC data, Yokogawa provide
a small-footprint Exaquantum OPC client setup program. This can be loaded on the
client PC in order to set up registry entries to aid client access to the OPC data from
Exaquantum OPC server.
The Exaquantum Open Interface is used by the Exaquantum system to provide Cross-
server calculations (Open Interface).
Standard Model
- Exaquantum Server
1 Create an account which is required for communication from the OPC Client.
2 Add the account to the group QTM_DATA_READ.
- OPC Client
The Exaquantum OPC client setup is in three stages;
 Stage 1 – account setup and component installation
 Stage 2 – setup of OPC DA Client (optional)
 Stage 3 – setup of OPC HDA Client (optional)
Account Setup and Installation
In each of the following steps (2. – 3.), the command must be run as the user created in
step (1) below, with administrator rights (*1)
(*1) To install the software, right click on the file above in the sequence, then “Run as
administrator”

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To Install ‘Exaquantum OPC Client.msi’ (Step 4) as administrator, right click on the

Windows tool ‘Command Prompt’ then “Run as administrator” navigate to the
<Exaquantum DVD (Disc 2)>\OPCClient, type ‘Exaquantum OPC Client.msi’ including
quotes and select return.
1 Create the account, on the OPC Client, as created in step (1) above.
2 Insert Exaquantum prerequisite DVD (Disc 1),
< DVD>\Misc\CPP2019\vcredist_x86.exe
3 Execute the following file.
< DVD>\Exaopc_Client_R3.78\LaunchOPCClient.exe
4 Insert Exaquantum DVD (Disc 2), and execute the following file.
< DVD>\OPCClient\Exaquantum OPC Client.msi
5 Modify the Local Security Policy setting as follows:
(1) Open Local Security Policy from control panel - Administrative Tools.
(2) Select Security Settings -> Local Policies -> Security Options in the left
hand pane.
(3) Double click "Network access: Sharing and security model for local accounts"
(4) Select the option "Classic - local users authenticate as themselves" and click
apply button
OPC DA Client setup
1 Create the user OPC_PROCESS. Use the supplied application from the Exaquantum
DVD (Disc 2) : <DVD>\ExaOPC\Tools\CreateOPCProcess.
2 Add DCOM permissions for the OPC_PROCESS user manually. Refer to Appendix
C; (<New User> = OPC_PROCESS).
3 If the Windows Firewall is enabled, the settings will need to be modified. There are
two steps:
a. Port 135 (DCOM) needs to be added to the list of Port exceptions.
b. The OPC DA Client application is added to the list of Program exceptions.
OPC HDA Client setup
1 Create the Exaquantum service user account, QTM_PROCESS on the OPC Client.
Use the supplied application from the Exaquantum prerequisite DVD (Disc 1) :
<DVD>\Tools\CreateQTMProcess.
2 Add DCOM permissions for the Exaquantum service user account user manually.
Refer to Appendix C; (<New User> = QTM_PROCESS).
3 If the Windows Firewall is enabled, the settings will need to be modified. There are
two steps:
a. Port 135 (DCOM) needs to be added to the list of Port exceptions.
b. The OPC HDA Client application is added to the list of Program
exceptions.

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Legacy Model
- Exaquantum Server
1 Create an account which is required for communication from the OPC Client.
2 Add the account to the following group.
Legacy Model: QUserGroup
Standard Model: QTM_DATA_READ
- OPC Client
The Exaquantum OPC client setup is in three stages:
 Stage 1 – account setup and component installation
 Stage 2 – setup of OPC DA Client (optional)
 Stage 3 – setup of OPC HDA Client (optional)
Account Setup and Installation
In each of the following steps (2. – 3.), the command must be run as the user created in
step (1) below, with administrator rights (*1)
(*1) To install the software, right click on the file above in the sequence, then “Run as
administrator”
To Install ‘Exaquantum OPC Client.msi’ (Step 4) as administrator, right click on the
Windows tool ‘Command Prompt’ then “Run as administrator” navigate to the
<Exaquantum DVD (Disc 2)>\OPCClient, type ‘Exaquantum OPC Client.msi’ including
quotes and select return.
1 Create the account, on the OPC Client, as created in step (1) above.
2 Insert Exaquantum prerequisite DVD (Disc 1)
<DVD>\Misc\CPP2019\vcredist_x86.exe
3 Insert Exaquantum DVD (Disc 2), and execute the following file.
< DVD>\OPCClient\Exaquantum OPC Client.msi
(1) Open Local Security Policy from Control Panel - Administrative Tools.
(2) Select Security Settings -> Local Policies -> Security Options in the left
hand pane.
(3) Double click "Network access: Sharing and security model for local
accounts"
(4) Select the option "Classic - local users authenticate as themselves" and click
apply button

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OPC DA Client setup

1 Create the user EXA. This must have the same password as the EXA user on the
Exaquantum server.
2 Add DCOM permissions for the EXA user manually. Refer to Appendix C: (<New
User> = EXA).
3 If the Windows Firewall is enabled, the settings will need to be modified. There are
two steps:
a. Port 135 (DCOM) needs to be added to the list of Port exceptions.
b. The OPC DA Client application is added to the list of Program exceptions.
OPC HDA Client setup
1 Create the Exaquantum service user account on the OPC Client (default is
quantumuser). This must have the same password as the Exaquantum service user
account on the Exaquantum server.
2 Add DCOM permissions for the Exaquantum service user account user manually.
Refer to Appendix C: (<New User> = Exaquantum service user account).
3 If the Windows Firewall is enabled, the settings will need to be modified. There are
two steps:
a. Port 135 (DCOM) needs to be added to the list of Port exceptions.
b. The OPC HDA Client application is added to the list of Program exceptions.
2.12 Excel Add-Ins
The Excel Add-ins allows Exaquantum client users to view and manipulate Exaquantum
data using Microsoft Excel. When Excel is installed before the Exaquantum software, the
Excel Add-ins are automatically installed in the correct location to enable Excel to locate
and work with them in the most efficient way.
The effect of the Excel Add-ins on the installation is that:
 A suitable version of Microsoft Excel must be available and should be installed on
the client as part of the prerequisite software (Overview).
 Visual Basic for Application (Excel VBA) needs to be installed simultaneously.
Note: The Excel Add-in is an optional extension to the basic Exaquantum features. It
requires a suitable version of Microsoft Excel to be installed. Microsoft Excel is not
supplied.
Note: When running on a 64-bit operating system only the 32-bit version of Volume
License Excel 2010, 2013 & 2016 should be used, running under WoW64. The 32-bit,
running under WoW64, or 64-bit version of Volume License Office 365 can be used.
Note: “Visual Basic for Applications” is installed by default.
 If you do not install Excel first as recommended, some post installation
configuration (The Excel Add-In Files) is necessary see Section 10.19.

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2.13 Hard Disk Considerations

Exaquantum performance in terms of throughput (number of notifications per second)
and the total number of items in the system are affected by a number of factors:
• Hard disk IO capacity
• Where programs are installed
• The location of SQL data & log files
Table 2-3 indicates approximate system throughput levels and the recommended hard
drive configurations for the data drive to provide the disk IO capacity required be
Exaquantum in order to support a system of that size.
Table 2-3 Throughput Sizing of Exaquantum Server

Throughput Required disk IO capacity Server Size

(notifications/second) (Write speed of Data drive)
Less than 2k 100 MB/s or more Small – All on one RAID array.
2k – 5k 200 MB/s or more Medium – SQL data files, and
archive databases (and
backups), should each be
located on separate RAID
arrays from OS.
Greater than 5k 300 MB/s or more Large - SQL data files, and
Or more that 5 million archive databases (and
items in total backups), should each be
located on separate RAID
arrays from OS.
In addition, SQL data files for
tempdb and all Exaquantum
databases (excluding archives)
should be located on a separate
RAID array from their SQL log
files.

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The RAID (Redundant Array of Independent Drives) configurations indicated below are
the minimum recommended, other RAID configurations may be required to meet disk IO
capacities or hard drive redundancy requirements. Best performance is obtained by using
a SAS interface.
 For a small Exaquantum server, Table 2-4 indicates the recommended software
and data separation through the use of RAID arrays and partitions.
Table 2-4 RAID Arrays and Partitions – Small Server

RAID
Partition Contents Comment
Array
RAID 5 Operating System Windows Operating At least 32GB or the minimum
system files. requirement of your chosen operating
(See Note 2) Paging file. system.
At least 8GB for Exaquantum.
Applications Exaquantum program Plus at least 8GB for SQL.
files SQL. Server.
(See Note 1 & 5) Server program files (More if online documentation and
other optional items are installed)
Website
Exaquantum website At least 1GB.
(See Note 3)
Data (SQL Exaquantum Consult your Yokogawa
database) databases created by representative for advice on sizing
(See Note 4) SQL Server and disk speeds

Online Archives Exaquantum archive

(SQL database) data contained in Consult your Yokogawa
database & backups representative for advice on sizing
Offline Archives created by SQL and disk speeds
(SQL backups) Server

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For a medium Exaquantum server, Table 2-5 indicates the recommended software and
data separation through the use of RAID arrays and partitions.
Table 2-5 RAID Arrays and Partitions – Medium Server

RAID
Partition Contents Comment
Array
RAID 1 Operating System Windows Operating At least 32GB or the minimum
Or system files. requirement of your chosen operating
(See Note 2) Paging file. system.
RAID 5
At least 8GB for Exaquantum.
Applications Exaquantum program Plus at least 8GB for SQL.
files SQL. Server.
(See Note 1 & 5) Server program files (More if online documentation and
other optional items are installed)
Website
Exaquantum website At least 1GB.
(See Note 3)
RAID 5 Data (SQL Exaquantum Consult your Yokogawa
database) databases created by representative for advice on sizing
(See Note 4) SQL Server and disk speeds

RAID 5 Online Archives Exaquantum archive

(SQL database) data contained in Consult your Yokogawa
database & backups representative for advice on sizing
Offline Archives created by SQL and disk speeds
(SQL backups) Server

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For a large Exaquantum server, Table 2-6 indicates the recommended software and data
separation through the use of RAID arrays and partitions.
Table 2-6 RAID Arrays and Partitions – Large Server

RAID
Partition Contents Comment
Array
RAID 1 Operating System Windows Operating At least 32GB or the minimum
Or system files. requirement of your chosen
(See Note 2) Paging file. operating system.
RAID 5
At least 8GB for Exaquantum.
Applications Exaquantum program Plus at least 8GB for SQL.
files SQL. Server.
(See Note 1 & 5) Server program files (More if online documentation and
other optional items are installed)
Website
Exaquantum website At least 1GB.
(See Note 3)
RAID 5 Data (SQL database Exaquantum databases Consult your Yokogawa
data files) data files created by representative for advice on sizing
(See Note 4) SQL Server and disk speeds

RAID 1 Exaquantum databases Consult your Yokogawa

SQL Log (SQL
Or log files created by representative for advice on sizing
database log files)
RAID 5 SQL Server and disk speeds

RAID 5 Online Archives Exaquantum archive

(SQL database) Consult your Yokogawa
data contained in
representative for advice on sizing
Offline Archives database & backups
and disk speeds
(SQL backups) created by SQL Server

Note 1: The Exaquantum software and SQL shared components can be installed to a
partition separate from the operating system; this configuration will not provide any
performance benefit if the partition is on the same RAID array as the operating system,
see sections 5.8 and 5.20.
Note 2: If SQL Server is to be installed on the operating system partition, at least 10GB
of free space is required for SQL Server rather than 8GB.
Note 3: Exaquantum web and combined servers only, for added security the website can
be installed to a partition that does not contain any other software of system files, see
section 5.27.
Note 4: When collecting OPC A&E data for CAMS at a rate of 130 messages per second,
we recommend free space of more than 1TB on the disk where the Data database is
located.
Note 5: When using Auto-archiving, free space of more than 2GB on the SQL Server
installation partition is required as a temporary working area for archiving.

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2.14 Internet Information Server

Internet Information Server (IIS) provides the functionality for the Exaquantum/Web
server to be able to act as a web site.
The Exaquantum/Web server uses IIS to serve web pages to Exaquantum/Web clients
that connect using the HTTP (Hypertext Transport Protocol) and a standard web browser.
We strongly recommend that if IIS will be used, that it be installed by selecting it as one
of the options available when the operating system is installed.
 Although it can be added later this will involve additional work and duplication.
 If you install the IIS later, you will have to re-install any Windows service packs
that have been added see Chapter 8 Installing IIS.
The following Internet Information Server (IIS) sub features need to be installed:
• Web Server
o Common HTTP Features (All sub items one by one)
o Application Development
▪ ASP.NET
▪ .NET Extensibility
▪ ASP
▪ ISAPI Extensions
▪ ISAPI Filters
o Health and Diagnostics
▪ HTTP Logging
▪ Logging Tools
▪ Request Monitor
▪ Tracing
o Security (All sub items one by one)
o Performance
▪ Static Content Compression
• Management Tools
o IIS Management console
o IIS Management Scripts and Tools
o IIS 6 Management Compatibility (All sub items)

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2.15 Microsoft Message Queue (MSMQ)

The Microsoft Message Queue (MSMQ) is essential if the installation will use the
Exaquantum Event Generator Tool.
The Exaquantum Event Generator Tool is used to link applications that provide
additional functionality on top of the Exaquantum/PIMS server software.
We strongly recommend that if MSMQ will be used, that it be installed by selecting it as
one of the options available when the operating system is installed.
 Although it can be added later this will involve additional work and duplication.
 If you install the MSMQ later, you will have to re-install any Windows service
pack that has been added.
 Installing MSMQ needs some special attention. Please see Chapter 7 Installing
MSMQ for further details.
2.16 Primary And Secondary Exaquantum PIMS Servers
The Exaquantum/Web server and any Exaquantum/Explorer clients need to be able to
communicate with an Exaquantum/PIMS server over the LAN.
Many Exaquantum systems have more than one Exaquantum/PIMS server with one or
more Role Based Name Spaces configured to provide paths to the data on both servers.
Identifying a secondary server allows for an alternative source for the RBNS in the case of
a problem with the primary server though only data from the working server will be accessible.
During the installation procedure of these components, you will be asked to enter the name of the
Primary and Secondary Exaquantum/PIMS servers as in Exaquantum – PIMS Server
Names.
NOTE: Role Based Name Space must be configured on both servers for Primary to
Secondary server switching to work.

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2.17 Role Based Name Space

Role Based Name Space (RBNS) is a method used by Exaquantum for allocating access
to system features and data according to the user's role.
The default access control to Exaquantum uses the user and group account feature
offered by the Windows operating system. RBNS builds upon this to provide user
configurable group accounts as well.
By creating a set of groups based upon job roles, each user's access can easily be
changed by moving them to the appropriate group.
For example:
 If a user changes role it is only necessary to change the groups to which they
belong.
 To change the access permissions of a whole group of staff depends on the
network access security environment being used:
 Domain - requires only a single change to the role group to which they all
belong.
 Workgroup - requires a change to be made on each Exaquantum/PIMS server in
the workgroup.
2.18 Secure Workbook Folder Location
The Secure Workbooks available to Exaquantum client users must be accessible to all the
clients.
There are three ways the location of the folder containing the Secure Workbooks can be
configured, each with different implications for the installation process:
Specified Local Folders [Default]
 Separate copies of all the secure workbooks must be maintained on each of the
clients that use them.
 By default, the folder is located within the Exaquantum program files area.
 The path must be identical when seen from the server and each client.
Shared Folder on a Mapped Drive
 The secure workbooks are kept in a shared folder at a central location.
 Access to the folder is defined using a mapped drive.
 The path to the location of the mapped drive and shared folder has to be entered at
installation time.
 The path must be identical when seen from the server and each client.
 The mapped drive has to be set up on each client.
Shared Folder using a UNC Path
 The secure Workbooks are kept in a shared folder at a central location.

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 Access to the folder is defined using a UNC network path.

A UNC path has the form
= the name of the computer hosting the secure workbooks
 = the file system path to the secure workbook folder on the computer
'computer_name'
 = the name of the folder containing the secure workbooks
 The path must be identical when seen from the server and each client.
 This form of addressing provides a universal address that requires no configuration
of the clients.
Note1: The location of the secure workbooks is not checked by the installation
procedure. The location is checked at first use, when the client is run by a user
who is not a member of the following group.
Legacy Model: QExplorerDesignGroup
Standard Model: QTM_EXPLORER_DESIGN
Note2: In the case that a shared folder will be used, please create it in advance.
Using shared folder File Access setting is recommended to be "Read only".
2.19 Server Time Synchronization
Time synchronization between the Exaquantum Server and OPC Server(s) is required for
the correct working of Exaquantum. Failure to synchronize the two could result in no live
data or no history data. The subject of Time Synchronization is covered in detail in
“Time Synchronization” in the Exaquantum Engineering Guide Volume 2(IM36J04A15-
02E).
2.20 Web Authoring Tools Option
The Web Authoring Tools option provides the ability to add Exaquantum objects to
bespoke web pages, for the Legacy Web site, for use by Exaquantum clients.
 The tools included with the Exaquantum software are specifically designed to
integrate with Microsoft Expression Web 4 + SP2.
 Any other HTML based web-authoring editor can be used, but the integration will
not be available.
 A copy of the chosen HTML editor will be required for each computer on which
the Web Authoring Tools are installed.
 If Microsoft Expression Web 4 is being used, it does not have to be installed
before the Exaquantum software. The integration should be available after
installing Expression Web.

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2.21 Windows Terminal Services

Exaquantum/PIMS has a feature that allows some of the Administration Tools to be used
remotely using an Internet Explorer web browser.
This feature uses the Windows Terminal Services facility, which is provided as an option
with all of the supported Windows Server Operating systems.
The installation and configuration procedure for Terminal Services differs significantly
with the version of Windows being used. For more details, refer to the information that is
provided by Microsoft, about Terminal Services and the operating system you are using.
Whenever the feature is first accessed from a browser, an ActiveX control will be
downloaded from the server and installed on the local PC (Configuring Internet Explorer
ActiveX Security).
2.22 21 CFR Part 11 Support
The Exaquantum system provides an optional feature to support the U.S. FDA regulation
21 CFR Part 11. This defines rules for securing the long-term storage of electronic
records using electronic signatures.
If your installation is required to support these regulations, you will need to activate
support during the installation procedure for Exaquantum/PIMS server, using the
Exaquantum – 21 CFR Part 11 Settings dialog box.
You will need to know the period, in minutes, for which passwords are valid before they
need to be refreshed.
Note: 21 CFR Part 11 support is only available when you buy CFR Part 11 option with
Exaquantum/Batch.
2.23 Network Configuration
It is recommended that DNS be setup with Reverse Lookup Zones on any network with
Exaquantum products installed, to improve network diagnostics.
2.24 User Group Generation before Installation
When installing Exaquantum with Standard security model, it is required to manually
generate “EXA_MAINTENANCE” group on the install destination PC or domain. This
operation is necessary for both Exaquantum server and client.
Note 1: In case of Standard Model, in order to use SQL Server Management Studio,
QTM_MAINTENANCE and Administrator privilege are needed. For Legacy Model, in
order to use SQL Server Management Studio, Administrator privilege is needed.
Note 2: When requested below, execute bat files as Administrator.
- If the batch file is not executed as Administrator, error number ‘5’ is given.
Error detail is “Access is denied”.
- If the batch file is executed twice, error number ‘1379’ is given
Error detail is “The specified local group already exists”.

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For Standard Model (Standalone management)

Log on with a user account having administrator’s authority to perform installation.
Select the following files in the Exaquantum prerequisite DVD (Disc 1), then right
click and select "Run as administrator".
TOOLS\QTMPreSetStdModel.bat
3 Log on again with the user account of step 1 because log-off is performed
automatically at the end of the script.
TIP: The following contents are set with "QTMPreSetStdModel.bat"
The group "EXA_MAINTENANCE" is created on the PC where the Exaquantum is to
be installed.
The user account currently logged on is registered to the "EXA_MAINTENANCE" group.
For Standard Model (Domain management)
1 Setting in the domain controller (the domain administrator should perform)
1-1. Generate the following domain groups on the domain controller.
EXA_MAINTENANCE
QTM_DATA_READ
QTM_DATA_WRITE
QTM_EXPLORER_DESIGN
QTM_MAINTENANCE
QTM_OPC
Note: In order to user Exaquantum Service Manager, QTM_MAINTENANCE
privilege is needed.
1-2. Generate the domain user account to be used to install Exaquantum.
1-3. Register the domain user account generated in 1-2 in the
"EXA_MAINTENANCE" group.
1-4. Register the domain user account generated in 1-2 in the Domain Admins group.
If the domain user account cannot be registered in the Domain Admins group,
please follow step 2-4.
2 On the PC where Exaquantum will be installed, log on as the user with
Administrative privilege.
2-1. Select the following files in the Exaquantum prerequisite DVD (Disc 1), then
right click and select "Run as administrator".
TOOLS\QTMPreSetStdModelDom.bat
2-2. Since log-off is performed automatically at the end of the script, log on again
with a user account with local administrator privilege.
2-3. Add the PC where Exaquantum is to be installed to domain and reboot the PC.
2-4. In the situation when the domain user account cannot be registered in the
Domain Admins group, following this procedure:

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1. Log on as the same user

2. Register the domain user account generated in 1-2 in the domain Admins
group to “Administrator” Group on the PC where Exaquantum is installed
3. Reboot the PC.
TIP: The details of settings performed with "QTMPreSetStdModelDom.bat" are as follows.
 The "EXA_MAINTENANCE_LCL" group in generated on the PC where the
Exaquantum is to be installed.
 The user account used to perform step 2-1 is added to the
"EXA_MAINTENANCE_LCL" group.
Note: If this setting is modified in the Domain, it is not immediately picked up by PCs
running in the Domain, to which the setting applies.
To apply the privilege, logoff / logon twice after the setting change in order to apply the
privilege. This activity should be performed on all PCs to which the privilege applies.
The following cases are when the setting is not reflected at the first logon, which are
affected by the fast logon setting:
- When the user account is disabled on the domain
- When the access control is changed
- When password of the user account on the domain is changed
2.25 Installation of Exaquantum with third party software
When installing Exaquantum on a PC containing running third party software such as
Virus Checker or Anti Spyware filters, it is strongly recommended that the third party
software be stopped, prior to commencement of the Exaquantum installation.
To achieve this, please refer to third party software documentation.

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2.26 Installation of Exaquantum with Exaopc software

Before Exaquantum server is installed on a PC which is also running Exaopc server, it is
first necessary to stop the Exaopc server (This includes Exaopc-RD but not Exaopc
installed solely for the Exaquantum Open Interface). This only applies to installations
using the Legacy security mode.
Note: When installing both Exaopc and Exaquantum on the same server, install Exaopc
first.
This is done as follows.
1 Start the Windows Services Management Console from Administration Tools.
2 Click “EXA Bossd” in the Service dialog.
3 Click the “Stop” button in the General Tab of EXA Bossd properties.
4 Select “Disabled” from the start-up type.
5 Click the “OK” button.
When Exaquantum server installation has completed, the Exaopc server can be restarted.
This is done as follows.
1 Run the Services Window from [Control Panel] -> [Administrative Tools].
2 Click “EXA Bossd” in the Service dialog.
3 Select “Automatic” from start-up type.
4 Click the “OK” button.
5 Reboot the PC.
2.27 Installation of Exaquantum with Exaopc-RD software
This section describes the Coexistence installation procedure of "Exaquantum Server" and
"OPC Server Redundancy Function (Exaopc-RD)".
Installation for Exaopc-RD
1 Sign-in to the installation PC as a user with administrative rights.
2 Install OPC Server Redundancy Function (Exaopc-RD) in accordance with the below
document.
(IM 36J02A12-01E) NTPF100 Exaopc OPC Interface Package Installation Manual
(PART-B B2).
3 At the end of the installation the user is prompted with IT Security options “Yes, I
want to setup IT security now”, or “No, I want to install other products”. Select “No”,
IT Security will not be run.
4 Insert the “Exaquantum Software Medium” Disc 1 in CD/DVD drive.
5 Copy the files in the location “<DVD Drive>\Patch\ExaopcRD_coexistence\” to the
following folder, and overwrite as necessary:
“C:\ProgramData\Yokogawa\IA\iPCS\Platform\Security\system\default\2.0”
Note: The folder “C:\ProgramData" may be hidden.

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6 Click on the Windows “Start” button. Then click “YOKOGAWA Security” – “IT
Security Tool”.
7 Set IT security version to “2.0” and security model to “Standard Model”, and then
select user management of “Domain Management” or “Standalone Management”.
Preparation before Exaquantum installation
1 Sign-in to the installation PC as a user with administrative rights.
2 Insert the “Exaquantum Software Medium” Disc 1 in CD/DVD drive.
3 Open a command prompt using “Run as Administrator”, and execute
“EqInstallationSetup.js” script directly from the CD/DVD drive using the following
command:
“WScript.exe <DVD Drive>\Patch\ExaopcRD_coexistence\EqInstallationSetup.js”
4 Confirm the “Setup complete.” message dialog is displayed, as shown in Figure 2-7.
Figure 2-7

Installation for Exaquantum

1 Install Exaquantum PIMS Server in accordance with this document.
2 The installation Security model should be “Standard Domain” or “Standard
Standalone”, and match the IT Security model selected when installing Exaopc-RD.
3 After Exaquantum installation, re-copy the files from “<DVD
Drive>\Patch\ExaopcRD_coexistence\” to the folder again, and overwrite as
necessary:
“C:\ProgramData\Yokogawa\IA\iPCS\Platform\Security\system\default\2.0”
Setting of Coexistence IT security
1 Sign-in to the installation PC as a user with administrative rights.
2 Click on the Windows “Start” button. Then click “YOKOGAWA Security” – “IT
Security Tool”.
3 Click on the "Restore" button, as shown in Figure 2-8.

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Figure 2-8

4 Click on the file browsing button for "Setting file" on "Select Security Setting File"
dialog, as shown in Figure 2-9.
Figure 2-9

5 Set the file type filter type to “Security Setting File (*.csf)”, then navigate to the
location:
“C:\ProgramData\Yokogawa\IA\iPCS\Platform\Security\system\default\2.0\”
a. For IT Security “Standard Domain” select the file
“Coexistence_RD_EQ_Standard_Domain.csf”

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b. For IT Security “Standard Standalone” select the file

“Coexistence_RD_EQ_Standard_Standalone.csf”
Figure 2-10

6 Click on "OK" button without entering a password on the “Please type password
(encryption key).” Dialog.
Figure 2-11

7 Confirm the following description is displayed within the "Description of Setting

File", and click on "Next" button. As shown in Figure 2-12.
a. For IT Security “Standard Domain”: "ExaopcRD/Exaquantum Coexistence
StandardModel DomainManagement"
b. For IT Security “Standard Standalone”: "ExaopcRD/Exaquantum Coexistence
StandardModel StandaloneManagement"

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Figure 2-12

8 Click on "Next" button on "Confirm Setting Information" window.

9 Click on "Finish" button with checking "Restart now" on "Setup Completed"
window.
10 After the automatic restart, security settings are completed.

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2.28 Installation of Exaquantum with EXA software : Exaopc,

Exapilot, Exaplog, APC Product.
Before Exaquantum server is installed on a PC which is also running Exapilot server, it is
first necessary to stop the Exapilot server.
Note1: When installing with Exaopc, Exapilot, Exaplog, APC Product, the same server,
install the Exaopc, Exapilot, Exaplog, Exasmoc, Exarqe before installing Exaquantum.
Note2: When Exaquantum is installed with APC Product, reinstallation of APC Product is
required.
2.29 User Account Control
The procedure defined in this section is relevant under the following condition:
• The user running the install has administration rights on the PC, but is not the
actual Administrator.
In this condition, UAC must be disabled before Exaquantum is installed and re-enabled
after the Exaquantum installation is complete.
The procedure to disable UAC:
1. Select Control Panel and User Accounts
2. Select Turn User Account Control on or off
3. Uncheck Use User Account Control (UAC) to help protect your computer
4. Reboot the PC
Note: The reason for disabling UAC is that if it is enabled the installation of SQL Server as
one of the prerequisites may be slow.
2.30 Power Options
In order to prevent issues during installation or during execution on an Exaquantum
Server, the power options should be set as follows:
1. As an Administrative user run the Control Panel and select “Power Options”.
2. Select “Change Plan Settings” then click “Change advanced power settings”.
3. In the Power Options dialog, ensure that the options are set as follows where they are
available:
a. Hard Disk – Turn off hard disk after: Never
b. Sleep – Sleep after: Never
c. Sleep – Allow hybrid sleep: Off
d. Sleep – Hibernate after: Never
e. Sleep – Allow wake timers: Disable
4. Click “OK” then click “Save changes”.

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2.31 Installing .NET Framework 3.5

For Windows 10 Pro / Enterprise SAC, you need to install .NET Framework 3.5 manually.
There are two installation methods shown below. Please choose according to the situation.
• Installation over the Internet
• Installation without using the Internet
Installation over the Internet
1. Sign in as a user with administrator privileges.
2. Select [Control Panel] -> [Programs and Features].
3. In the left pane, select Turn Windows features on or off.
4. In the window that appears, check ".NET Framework 3.5 (Includes .NET 2.0 and 3.0)".
5. Click the [OK] button.
Installation without using the Internet
1. Sign in as a user with administrator privileges.
2. Insert the Windows 10 installation media into the DVD drive.
3. Run the command prompt as an administrator.
4. Execute the following command.
dism /online /enable-feature /featurename:NetFX3 /all /source:<DVD
drive>:\sources\sxs\ /limitaccess
5. Perform these steps to verify that the installation was successful.
a. Select [Control Panel] - [Programs and Features].
b. In the left pane, select Turn Windows features on or off. In the window that appears,
make sure that ".NET Framework 3.5 (includes .NET 2.0 and 3.0)" is checked.

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2.32 Suppression of Windows update acquisition

In order to prevent issues with updated features in Windows 10 clients, feature updates
should be set to defer as follows:
1. As an Administrative user open the Start menu > Settings > Update and Security >
Windows Update > Advanced Options.
2. Select the “Semi-Annual Channel” from Choose when updates are installed.

Figure 2-13

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2.33 Virtualization Platform (Hyper-V) Support

Exaquantum supports the virtualization platform (Hyper-V) as an operational environment. The
same functions are available on the virtualization platform as with physical hardware.
Please refer to Virtualization Platform Setup (IM 30A05B20-01EN) that describes the
software/hardware requirements, function and engineering procedures of the Virtualization
Platform.
Building a virtual machine
Regarding installation of Exaquantum in a virtual machine environment, this manual
describes the tasks to be performed after a virtual machine is created on the virtualization
platform and the OS is installed on it. For the procedure of virtualization platform setup,
refer to the instruction manual of the virtualization platform.
Note: For more information about creating a virtual machine on the virtualization
platform, refer to: Virtualization Platform Setup (IM 30A05B20-01EN)
Renaming Local Area Connections
Rename the local area connections for Ethernet, Vnet/IP, and remote UI network. Set the
names of local area connections as shown below.

Table 2-7 Network adapter names on the virtual machine

Network type Display on Network Connections window Name
(*1)
Ethernet Microsoft Hyper-V Network Adapter #n Ethernet
Remote UI network Microsoft Hyper-V Network Adapter #n RemoteUINetwork

*1: These are the default names. If the network connection is created by the user with a user-specified
name, the specified name is displayed.
Confirming the Network Type
Follow these steps to confirm the network type:
1 In the Network Connections window, right-click on a network and select
[Properties].
2 Open the Network tab, and click [Configure].
3 Open the Advanced tab and confirm the Value that is displayed when you select
Hyper-V Network Adapter Name in Properties. The device name that was set
when the virtual machine was built is displayed.

Tip: For the Value that you confirm in step 3, contact the engineer who configured the
virtual machine.

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Mounting the ISO Format File

You cannot directly access the DVD-ROM drive of the virtualization host computer from
the virtual machine. Before you install the Exaquantum package to a virtual machine, you
must make the file in which the image of the Exaquantum or OS software medium is
saved as an ISO format accessible from the virtual machine.
This section describes the procedure to make the ISO format file of the Exaquantum or
OS accessible from the virtual machine.
Mounting the ISO Format File to a Virtual Machine
Follow these steps to mount the ISO format file to a virtual machine:
1 Sign in to the host OS on the virtualization host computer as a user with
administrative rights.
2 Copy the ISO format file in which the image of software medium is saved to a folder
in the host OS.
3 From the Start menu, select [Server Manager]. Server Manager starts.
4 From the menu bar of Server Manager, select [Tools] > [Hyper-V Manager]. Hyper-
V Manager starts.
5 From the tree in left pane of Hyper-V Manager, select the virtualization host
computer. The virtual machines on the selected virtualization host computer appear
on the middle pane.
6 Right-click on the virtual machine that the ISO format file is mounted and click
[Connect]. The Connect Virtual Machine window appears.
Tip: The Connect Virtual Machine window may be displayed full-screen. If it is displayed
full-screen, click [Restore]to exit full-screen mode.
7 From the menu bar of the Connect Virtual Machine window, select [Media] > [DVD
Drive] > [Insert Disk]. A dialog box for selecting files of the host OS appears.
8 In the file selection dialog box, select the ISO format file in which the image of the
software medium is saved.
9 In the file selection dialog box, click [Open]. The selected ISO format file is mounted
to the virtual machine.
After the file is mounted, you can access the information that is stored in the software
medium by accessing the DVD-ROM drive of the virtual machine.
Limitation of automatic login for installation of Prerequisites DVD
When installing "Prerequisite software" of Exaquantum, by inputting a password,
there is a function to automatically log on to Windows and continue installation after
rebooting the PC.
This function cannot be used, if the DVD media is mounted by using the OS of the
virtual machine. This function can be used, if the DVD media is mounted using the
virtualization infrastructure.

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If this function cannot be used, after restarting the guest operating system of
Exaquantum, please log on again and run again from the execution of Autoplay.exe on
the DVD drive. This is required every time you restart.
2.34 Note on Using a Virtual Machine
This section describes the note on using Exaquantum on a virtual machine.
Note on live migration and failover
The virtual platform has the functions of live migration and failover. This section
describes using these functions.
Note: For more information about live migration and failover, refer to: Virtualization
Platform Setup (IM 30A05B20-01EN)
When OPC server is connected to Exaquantum server
Note the following points when OPC server such as Exaopc or HIS-OPC is connected
to Exaquantum server.
Table 2-8 Cautions and workaround
Function name Cautions Workaround
Live migration If a live migration of the guest We recommend that you close all main
OS running Exaquantum is procedures which are running before
performed, the connection performing a live migration.
between the OPC server and the
After live migration catchup of Historical
Exaquantum server may be
data will be executed on starting the
disconnected.
Exaquantum service, data and A&E message
during Exaquantum stop period can be
restored.
Failover When a failover occurs on an None
Exaquantum server:
Exaquantum server stops
without terminating processing.
For this reason, catch-up of
Exaquantum's historical data
does not work when restarting
Exaquantum, and the data and
A&E message during the stop
period cannot be restored.
When a failover occurs on OPC None
server:
the connection between the
Exaquantum server and the
OPC server is disconnected, and
data collection and A&E
message collection stops. When
the OPC server restarts,
Exaquantum catches up and
reconnects and resumes data
and message collection.

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When Exaquantum server is connected to Exaquantum client

Note the following points when Exaquantum server is connected to Exaquantum
client.
Table 2-9 Cautions and workaround

Function name Cautions Workaround

Live migration If a live migration of the guest We recommend that you close all client
OS running Exaquantum server windows which are running on Exaquantum
(PIMS or Web) is performed, client before performing a live migration.
the connection between the
Exaquantum server and the
Exaquantum client may be
disconnected. As a result, you
cannot update the data on the
Exaquantum client.
Failover When a failover occurs on Execute the recovery works on the virtual
Exaquantum server: machine which is restarted. If you are
opening an Exaquantum window on
All the screens that were
Exaquantum server and client, restart the
displayed before failover are
window.
stopped.
When a failover occurs on None
Exaquantum client:
All the screens that were
displayed on the client side at
the time of failover are
terminated.

Note on replication failover

In a virtualization platform, if a virtualization host computer stops due to a failure, the
replication failover function is available to recover the processes of the virtual
machine on the replica. However, the following data collected / stored / defined after
the recovery point may be lost.
The following examples show the items that have a risk of data loss:
 Data and messages stored in the database in Exaquantum
 Definition setting data saved in the database in Exaquantum
 Other data based on works operated in Windows
Therefore, after replication and replication failover, redefine the lost definition data
etc. if necessary.
Note: For more information about replication and replication failover, refer to:
Virtualization Platform Setup (IM 30A05B20-01EN)

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Precautions at a Switchover of Network Path for Storage Network

If a switchover of network path occurs in a storage network, applications running in
related virtual machines cannot access the shared storage for between 10 and 50
seconds. How Exaquantum is affected is shown as follows:
 Window may stop responding when operating from Exaquantum client.
 If an Excel file displaying Exaquantum data using the Excel Add-In data display
is running, update of the data or window of the Excel stops.
 In a client using the Exaquantum API, the client's operation stops because the API
response stops.
 When launching a new Exaquantum client window, it may take time to start up.
 There are other effects such as no response to operations in Windows.
Note: For more information about the storage network and the shared storage, refer
to: Virtualization Platform Setup (IM 30A05B20-01EN)
Note of Excel Add-in
Attempting to copy the query created by the query creation wizard to the clipboard
may result in the error "Clipboard cannot be opened". In that case, please wait for a
while and try again.
Tip: Since multiple clipboards are shared by multiple virtual machines, this
phenomenon may occur due to a conflict. For this reason, we decide to avoid this by
this operation, not software modification.

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Prerequisites
3.1 Overview
This section refers to resources that need to be available before the installation of the
Exaquantum software can begin. The requirements in each case will depend on:
 The Client / Server Technology being used.
 Which Exaquantum component is being installed?
 Which user should be used to install Exaquantum?
 Before installation, it is necessary to determine the installation user. For further
information, refer to section 3.8.
The prerequisites are divided into two main categories:
 Hardware requirements - which concerns the:
 Specification of the computer on which the software will be installed.
 The communications infrastructure used to connect the individual items to the
rest of the system.
 Software prerequisites - Concerns the software that provides the underlying support
services and additional functionality upon which the Exaquantum software builds.
The prerequisites deployed will depend on which Exaquantum component is being
installed:
 Exaquantum/PIMS Server Prerequisites.
 Combined Server Prerequisites
 Exaquantum/Web Server Prerequisites.
 Exaquantum/Explorer Client Prerequisites
 Exaquantum/Web Client Prerequisites
All of the software items are provided on the Exaquantum Prerequisites DVD
Installation Procedures are provided for some of the more complicated prerequisite
software installation procedures.
Note 1: See section 12.1 on upgrading from previous versions of Exaquantum.
Note 2: Separate Exaquantum Web Servers must be running the same version of
Exaquantum as the Data Servers to which they are connected to, mixing
Exaquantum versions (e.g. running a R2.50 web server and an R3.01 data server)
is not supported.

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3.2 Exaquantum Prerequisites DVD

The Exaquantum Prerequisites DVD contains some of the software that needs to be
installed before you can begin installing Exaquantum.
When you load the DVD in the drive, as long as autorun is enabled, it should start to run
automatically and display a menu.
Note: If the Exaquantum DVD procedure does not start automatically, you can start it
manually:
 In the root directory of the Exaquantum DVD, locate the executable file
Autoplay.exe, right click it and select Run as administrator
The prerequisites deployed will depend on which Exaquantum component is being
installed:
 Exaquantum/PIMS Server Prerequisites.
 Combined Server Prerequisites
 Exaquantum/Web Server Prerequisites.
 Exaquantum/Explorer Client Prerequisites
 Exaquantum/Web Client Prerequisites
The following prerequisites are supplied on the Exaquantum Prerequisites DVD and will
be automatically installed dependent on the type of installation and the Operating System
version:
Exaquantum DVD
 Microsoft HotFix KB2919442
 Microsoft HotFix KB2919355
 Microsoft HotFix KB2999226
 Microsoft HotFix KB3005628
 Microsoft Windows Installer 4.5
 Microsoft .NET Framework 3.5 Service Pack 1
 Microsoft .NET Framework 4.5
 Microsoft .NET Framework 4.5.2
 OPC Core Components Redistributable x64
 Microsoft Visual C++ 2008 Redistributable
 Microsoft Visual C++ 2012 Redistributable
 Microsoft Visual C++ 2015-2019 Redistributable
 Microsoft Visual C++ 2015-2019 Redistributable x64
 HIS OPC Client for HIS R6.07.
 Yokogawa Exaopc Client R3.78.

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 Microsoft SQL Server 2012 Native Client

 Microsoft SQL Server 2014 x64 Standard Edition with Service Pack 2
 Microsoft SQL Server 2014 x64 Service Pack 3
 Microsoft SQL Server 2014 x64 Service Pack 3 Cumulative Update 2
 Microsoft SQL Server 2008 R2 Express (Only installed for Exaquantum systems
that are migrated from a previous Exaquantum version, and contain offline
archives)
3.3 Combined Server Prerequisites
Note: The combined server deployment is only intended for small-scale, low volume
use, such as demonstrations.
Hardware Requirements
Please refer to the Exaquantum General Specification - GS 36J04A10-01E - for Hardware
requirements.
Software Prerequisites
Operating System
 Windows Server 2012 Standard Edition (64 bit).
 Windows Server 2012 R2 Standard Edition (64 bit).
 Windows Server 2016 Standard Edition (64 bit).
Mandatory Software
 Microsoft HotFix KB2919442 [Provided].
 Microsoft HotFix KB2919355 [Provided].
 Microsoft HotFix KB2999226 [Provided].
 Microsoft HotFix KB3005628 [Provided].
 Microsoft Windows IIS (Internet Information Server) [Provided with operating
system].
 Microsoft .NET Framework 3.5 with Service Pack 1 [Provided].
 Microsoft .NET Framework 4.5 [Provided].
 Microsoft .NET Framework 4.5.2 [Provided].
 OPC Core Components Redistributable x64 [Provided].
 Microsoft Visual C++ 2008 Redistributable [Provided].
 Microsoft Visual C++ 2012 Redistributable [Provided].
 Microsoft Visual C++ 2015-2019 Redistributable [Provided].
 Microsoft Visual C++ 2015-2019 Redistributable x64 [Provided].
 HIS OPC client R6.07 [Provided].
 Exaopc client R3.78 [Provided]

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 Microsoft SQL Server 2014 x64 Standard Edition with Service Pack 2 [Provided].
 Microsoft SQL Server 2014 x64 Service Pack 3 [Provided].
 Microsoft SQL Server 2014 x64 Service Pack 3 Cumulative Update 2 [Provided].
 Microsoft Internet Explorer (11). Use Internet Explorer (32 Bit)
Optional Software
 Microsoft Message Queue (MSMQ) optional [Provided with operating system] -
required for Exaquantum Event Generator Tool (See section 2.15).
Note: If required, the MSMQ and IIS options should be installed at the same
time as the operating system and BEFORE any service packs. If they are
added later, the service pack must be reinstalled.
 Microsoft Expression Web 4 SP2 [Not provided] – Required for web authoring.
NOTE that Microsoft Expression Web 4 requires .NET Framework 4 as a pre-
requisite.
 Windows Terminal Services [Provided with operating system] - Required for Web
Admin Tools. NOTE that there are Microsoft license restrictions when using this
product.
 Microsoft Excel (Office 2010 SP2, Office 2013 SP1, Office 2016 (only the 32 bit
version of Volume License Excel should be used, running under WoW64) or
Office 365 32bit or 64bit, desktop version only) [Not provided] - Required for
Excel Add-in feature.
 Microsoft SQL Server 2008 R2 Express. This is installed for the support of
migration from a previous Exaquantum version, which contains offline archives.
3.4 Exaquantum/PIMS Server Prerequisites
Hardware Requirements
Please refer to the Exaquantum General Specification - GS 36J04A10-01E - for Hardware
requirements.
Software Prerequisites
Operating System
 Windows Server 2012 Standard Edition (64 bit).
 Windows Server 2012 R2 Standard Edition (64 bit).
 Windows Server 2016 Standard Edition (64 bit).
Mandatory Software
 Microsoft HotFix KB2919442 [Provided].
 Microsoft HotFix KB2919355 [Provided].
 Microsoft HotFix KB2999226 [Provided].
 Microsoft HotFix KB3005628 [Provided].
 Microsoft .NET Framework 3.5 with Service Pack 1. [Provided].

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 Microsoft .NET Framework 4.5 [Provided].

 Microsoft .NET Framework 4.5.2 [Provided].
 OPC Core Components Redistributable x64 [Provided].
 Microsoft Visual C++ 2008 Redistributable [Provided].
 Microsoft Visual C++ 2012 Redistributable [Provided].
 Microsoft Visual C++ 2015-2019 Redistributable [Provided].
 Microsoft Visual C++ 2015-2019 Redistributable x64 [Provided].
 HIS OPC client R6.07 [Provided].
 Exaopc client R3.78 [Provided].
 Microsoft SQL Server 2014 x64 Standard Edition with Service Pack 2 [Provided].
 Microsoft SQL Server 2014 x64 Service Pack 3 [Provided].
 Microsoft SQL Server 2014 x64 Service Pack 3 Cumulative Update 2 [Provided].
Optional Software
 Exaopc server [Provided] - required for the Cross-server Calculation or
Exaquantum Open Interface feature.
 Microsoft Message Queue (MSMQ) [Provided with operating system] - required
for Exaquantum Event Generator Tool only (See section 2.15).
 Note: If required, the MSMQ option should be installed at the same time as the
operating system and BEFORE any service packs. If it is added later, the service
pack must be reinstalled.
 Windows Terminal Services [Provided with operating system] - Required for Web
Admin Tools. NOTE that there are Microsoft license restrictions when using this
product.
 Microsoft Excel (Office 2010 SP2, Office 2013 SP1, Office 2016 (only the 32 bit
version of Volume License Excel should be used, running under WoW64) or
Office 365 32bit or 64bit, desktop version only) [Not provided] - Required for
Excel Add-in feature.
 Microsoft SQL Server 2008 R2 Express. This is installed, for the support of
migration from a previous Exaquantum version, which contains offline archives.

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3.5 Exaquantum/Web Server Prerequisites

Hardware Requirements
Please refer to the Exaquantum General Specification - GS 36J04A10-01E - for Hardware
requirements.
Software Prerequisites
Operating System
 Windows Server 2012 Standard Edition (64 bit).
 Windows Server 2012 R2 Standard Edition (64 bit).
 Windows Server 2016 Standard Edition (64 bit).
Mandatory Software
 Microsoft HotFix KB2919442 [Provided].
 Microsoft HotFix KB2919355 [Provided].
 Microsoft HotFix KB2999226 [Provided].
 Microsoft HotFix KB3005628 [Provided].
 Microsoft Windows IIS [Provided with operating system] (Internet Information
Server).
 Microsoft .NET Framework 3.5 with Service Pack 1 [Provided].
 Microsoft .NET Framework 4.5 [Provided].
 Microsoft .NET Framework 4.5.2 [Provided].
 OPC Core Components Redistributable x64 [Provided].
 Microsoft Visual C++ 2008 Redistributable [Provided].
 Microsoft Visual C++ 2012 Redistributable [Provided].
 Microsoft Visual C++ 2015-2019 Redistributable [Provided].
 Microsoft Visual C++ 2015-2019Redistributable x64 [Provided].
 Microsoft SQL Server 2012 Native Client [Provided].
 Microsoft Internet Explorer (11). Use Internet Explorer (32 Bit)
Optional Software
 Microsoft Expression Web 4 SP2 [Not provided] – Required for web authoring.
NOTE that Microsoft Expression Web 4 requires .NET Framework 4 as a pre-
requisite.

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3.6 Exaquantum/Explorer Client Prerequisites

Hardware Requirements
Note: This software package is not supported on tablet or mobile devices.
Please refer to the Exaquantum General Specification - GS 36J04A10-01E - for Hardware
requirements.
Software Prerequisites
Operating System
 Windows Server 2012 Standard Edition (64 bit).
 Windows Server 2012 R2 Standard Edition (64 bit).
 Windows Server 2016 Standard Edition (64 bit).
 Windows 8.1 Pro (64 bit).
 Windows 8.1 Pro (32 bit).
 Windows 10 Enterprise (64bit) : SAC Version 1809, 1903, 1909
 Windows 10 Pro (64bit) : SAC Version 1809, 1903, 1909
 Windows 10 Enterprise 2015 Long Term Servicing Branch (LTSB) (64 bit).
 Windows 10 Enterprise 2016 Long Term Servicing Branch (LTSB) (64 bit).
 Windows 10 IoT Enterprise 2016 Long Term Servicing Branch (LTSB) (64 bit).
Mandatory Software
 Microsoft Internet Explorer (11). Use Internet Explorer (32 Bit)
 Microsoft HotFix KB2919442 [Provided].
 Microsoft HotFix KB2919355 [Provided].
 Microsoft HotFix KB2999226 [Provided].
 Microsoft HotFix KB3005628 [Provided].
 Microsoft Visual C++ 2008 Redistributable [Provided].
 Microsoft Visual C++ 2015-2019 Redistributable [Provided].
 Microsoft Visual C++ 2015-2019 Redistributable x64 [Provided].
 Microsoft NET Framework 3.5 with Service Pack 1 [Provided].
 Microsoft SQL Server 2012 Native Client [Provided].
Optional Software
 Microsoft Excel (Office 2010 SP2, Office 2013 SP1, Office 2016 (only the 32 bit
version of Volume License Excel should be used, running under WoW64) or
Office 365 32bit or 64bit) [Not provided] - Required for Excel Add-in feature.
 Microsoft Expression Web 4 SP2 [Not provided] - Required for web authoring.
NOTE that Microsoft Expression Web 4 requires .NET Framework 4 as a pre-
requisite.

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3.7 Exaquantum/Web Client Prerequisites

Hardware Requirements
Note: This software package is not supported on tablet or mobile devices.
Please refer to the Exaquantum General Specification - GS 36J04A10-01E - for Hardware
requirements.
Software Prerequisites
Operating System
 Windows Server 2012 Standard Edition (64 bit).
 Windows Server 2012 R2 Standard Edition (64 bit).
 Windows Server 2016 Standard Edition (64 bit).
 Windows 8.1 Pro (64 bit).
 Windows 8.1 Pro (32 bit).
 Windows 10 Enterprise (64bit) : SAC Version 1809, 1903, 1909
 Windows 10 Pro (64bit) : SAC Version 1809, 1903, 1909
 Windows 10 Enterprise 2015 Long Term Servicing Branch (LTSB) (64 bit).
 Windows 10 Enterprise 2016 Long Term Servicing Branch (LTSB) (64 bit).
 Windows 10 IoT Enterprise 2016 Long Term Servicing Branch (LTSB) (64 bit).
Mandatory Software
 Microsoft HotFix KB2919442 [Provided].
 Microsoft HotFix KB2919355 [Provided].
 Microsoft HotFix KB2999226 [Provided].
 Microsoft Internet Explorer (11). Use Internet Explorer (32 Bit)
Optional Software
 Microsoft Excel (Office 2010 SP2, Office 2013 SP1, Office 2016 (only the 32 bit
version of Volume License Excel should be used, running under WoW64) or
Office 365 32bit or 64bit, desktop version only) [Not provided] - Required for
Excel Add-in feature.

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3.8 Determine the Installation User

IT security setting is performed when server function is installed.
The Installation user will differ according to current security model and user management
method.
Log on with the user identified in the table below and execute installation
Table 3-1 Startup user

Security model Installation User

Legacy User with local administrative privilege.

User belongs to the EXA_MAINTENANCE group and has

Standard (standalone)
Administrative rights on the local PC.

Domain user who belongs to the domain groups

Standard (Domain) *1
EXA_MAINTENANCE and Domain Admins.

*1: For the domain management, if Domain Admins on domain cannot be joined, login
as a user in the local Administrator Group.

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Installation Procedures
4.1 Installation Procedures Overview
There are two main phases to installing the software:
 Installing the prerequisites.
 Installing the Exaquantum software.
The installation procedure will use the DVDs in the following order:
1. Exaquantum Prerequisites DVD
2. Exaquantum Software DVD
Before starting you should be aware of, and understand:
 The choices you will be asked to make during the installation procedures.
 The preparation necessary to ensure a suitable platform for the software.
You are strongly recommended to read the topics concerning:
 Installation Overview.
Prerequisites
 Pre-installation preparation.
NOTE: The Exaquantum Web Server deployment provides two Web Sites:
• Exaquantum LegacyWeb
• Exaquantum Web
The Exaquantum LegacyWeb website was the only website supported for Exaquantum
installations prior to the R2.80 release. From the R2.80 release, the new Exaquantum Web
website was introduced. Both websites run concurrently. The installation procedure for
Web Client deployment has some differences between the two websites:
• Exaquantum LegacyWeb only – following the sections for Exaquantum
LegacyWeb
• Exaquantum Web – there are no specific Web Client Installation procedures
• Both Web Clients – follow the sections for Exaquantum LegacyWeb

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4.2 Installation
There are four stages to installation:
Stage 1 - Installing the Operating System:
1 Install the chosen operating system using the manufacturer’s instructions.
 For Exaquantum/Web server, also choose to install the IIS option (See section
2.14 and Chapter 8).
 For Exaquantum Event Generator Tool on Combined or Data servers, also choose
the MSMQ option (See section 2.15 and Chapter 7).
2 Install any service packs that are required.
3 Set up the operating system for the administrative and security environment to be
used.
4 Configure for TCP/IP networking.
Stage 2 - Installing other Prerequisites that are not provided:
1 Install any of the prerequisites that are not provided. Use the information you have
obtained from reading this guide, or on the Exaquantum DVD, to decide what is
necessary for your situation.
Stage 3 - Installing Exaquantum Prerequisites:
The DVD menu will offer access to documentation and a choice of which installation
procedure to begin. The installation procedure steps relate to individual prerequisite Dialog
Boxes.
Before installing Exaquantum Prerequisites, the following procedure needs to be followed.
Note 1: Please determine the Security Model. (See section 2.8)
Note 2: Please generate User Groups (See section 2.24)
Note 3: Please determine the Install User. (See section 3.8)
Note 4: When using Windows 8.1 Pro set the Windows Display Style to “Classic Style”.
Note 5: When using Windows Server 2012 R2 or 2016, by default the users %Temp%
directory is deleted after the user logs off from the session. To disable this feature,
execute the following batch file located on the Exaquantum DVDs using ‘run as
Administrator’, then log off for the setting to take effect.
“<DVD>:\Tools\DisablePerSessionTempDir.bat”
Note 6: When using any of the supported server OS and having enabled either Remote
Desktop OR Terminal Services – follow the procedure in Note 5.

1 Insert the Exaquantum Prerequisites DVD– this will automatically run and display
the menu as long as Autorun is enabled on the PC. If Autorun is not enabled see the
notes in the section Exaquantum Prerequisites DVD.
NOTE: If a user other than an Administrator is used, after any automatic login, the
UAC dialog will be displayed, and any installation will not proceed.
2 Follow the menu selection for the type of installation you are performing.

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The following procedures are available:

 Exaquantum/PIMS server installation
 Exaquantum/Web server installation
 Combined Exaquantum server installation
 Exaquantum/Explorer client installation
 Exaquantum/Web client installation (Exaquantum LegacyWeb only)
If rebooting is necessary, the computer will automatically shut down and restart the PC
without the need for user interaction.
Note 1: If you select the auto login option then a UAC screen will be displayed, and must
be acknowledged when the system restarts unless you are performing the install as the
‘Administrator’ user. The Account Control screen will time out after 2 minutes; then the
installation will not continue, if this occurs then you have to select <DVD>:\Autoplay.exe
and ‘run as administrator’ to continue.
Note 2: When doing a Standard Domain install you will always have the UAC displayed as
this install must be performed as a domain user and cannot be performed as the
‘Administrator’ user.
Stage 4 - Installing the Exaquantum Software
Once the prerequisites have been successfully installed the Exaquantum installation will
start automatically. The Installation will prompt for the Exaquantum Software DVD.
Note: Regarding IT Security, please refer to the following contents.
“5.15 Exaquantum – Security Model”.
“5.16 Exaquantum – Security Settings”.
Depending on the installation option chosen in Stage 3 the Prerequisites Installation and
one of the procedures in the following sections will be carried out.

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4.3 Prerequisites Installation Sequence

The prerequisite installation sequence is similar for all Operating Systems and installation
types. In each case the same screens are displayed and the only difference is in the list of
prerequisites automatically selected. A few of the typical screens are shown as examples of
what the user can expect while the install is taking place. Where a component requires a
restart the installation will automatically perform it and log on again. The only screen
which requires user interaction is the SQL Server installation as described.
Note: See section 12.1 on upgrading from previous versions of Exaquantum.
The screens are described in Chapter 5:-
1 Prerequisites – Welcome
2 Prerequisites – Mandatory Prerequisites
3 Prerequisites – Conditional Prerequisites
4 Prerequisites – User And Password Information
5 Prerequisites – SQL Server Installation
6 Prerequisites – Install Sequence

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4.4 Combined Exaquantum Server Installation Sequence

The following installation procedure steps relate to individual Dialog Boxes:
1 Exaquantum – Installation Start
2 Exaquantum – Welcome
3 Exaquantum – Security Model
4 Exaquantum – Security Settings
5 Exaquantum – Password Information (Legacy Model)
6 Exaquantum – EXA Password Information (Legacy Model)
7 Exaquantum – Customer Information
8 Exaquantum – Destination Location
9 Exaquantum – Select Features
10 Exaquantum – Database Creation
11 Exaquantum – 21 CFR Part 11 Settings
12 Exaquantum – Secure Workbook Location
13 Exaquantum – Web Site Name
14 Exaquantum – Web Site Details
15 Exaquantum – Start Copying Files
16 Exaquantum – Setup Status
17 Exaquantum – Installation Completed
At the end of the installation you should re-start the computer if requested to do so.

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4.5 Exaquantum/PIMS Server Installation Sequence

The following installation procedure steps relate to individual Dialog Boxes:
1 Exaquantum – Installation Start
2 Exaquantum – Welcome
3 Exaquantum – License Agreement
4 Exaquantum – Security Model
5 Exaquantum – Security Settings
6 Exaquantum – Password Information (Legacy Model)
7 Exaquantum – EXA Password Information (Legacy Model)
8 Exaquantum – Customer Information
9 Exaquantum – Destination Location
10 Exaquantum – Select Features
11 Exaquantum – Database Creation
12 Exaquantum – 21 CFR Part 11 Settings
13 Exaquantum – Secure Workbook Location
14 Exaquantum – Start Copying Files
15 Exaquantum – Setup Status
16 Exaquantum – Installation Completed
At the end of the installation you should re-start the computer if requested to do so.

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4.6 Exaquantum/Web Server Installation Sequence

The following installation procedure steps relate to individual Dialog Boxes:
1 Exaquantum – Installation Start
2 Exaquantum – Welcome
3 Exaquantum – License Agreement
4 Exaquantum – Security Model
5 Exaquantum – Security Settings
6 Exaquantum – Password Information (Legacy Model)
7 Exaquantum – EXA Password Information (Legacy Model)
8 Exaquantum – Customer Information
9 Exaquantum – Destination Location
10 Exaquantum – Select Features
11 Exaquantum – PIMS Server Names
12 Exaquantum – Web Site Name
13 Exaquantum – Web Site Details
14 Exaquantum – Start Copying Files
15 Exaquantum – Setup Status
16 Exaquantum – Installation Completed
At the end of the installation you must:
1 Re-start the computer when requested to do so
2 Log in as the installation user to allow any remaining Microsoft Installation steps to
complete
3 Restart the computer to allow the Web Server Services to auto start after all
installation steps are completed

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4.7 Explorer Client Installation Sequence

Note: This software package is not supported on tablet or mobile devices
The following installation procedure steps relate to individual Dialog Boxes:
1 Exaquantum – Installation Start
2 Exaquantum – Welcome
3 Exaquantum – License Agreement
4 Exaquantum – Security Model
5 Exaquantum – Security Settings
6 Exaquantum – Password Information (Legacy Model)
7 Exaquantum – Customer Information
8 Exaquantum – Destination Location
9 Exaquantum – Select Features
10 Exaquantum – PIMS Server Names
11 Exaquantum – Web Server Name
12 Exaquantum – Start Copying Files
13 Exaquantum – Setup Status
14 Exaquantum – Installation Completed
At the end of the installation you should re-start the computer if requested to do so.

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4.8 Web Client Installation Overview

Note: This software package is not supported on tablet or mobile devices
The procedure defined in the section is only required if installing a client for the
Exaquantum Legacy/Web.
There are two methods for installing the Exaquantum Legacy/Web client:
 Online installation over the network from the Exaquantum/Web server.
 Installation from DVD directly to the local computer.
In both cases the installation procedure is the same, only the method of access differs.
Note 1: Whichever installation method is used, it must be performed by someone logged
on with Administrator privileges on the local computer.
Note 2: In some cases the security configuration of the browser may inhibit the
installation of the ActiveX controls used by Exaquantum/Web (See section 10.16)
Online Installation
If the Exaquantum Legacy/Web client software has not been previously installed,
whenever the ExaquantumHome page is accessed, the user will be given the opportunity to
download the components and install it.
To install Exaquantum Legacy/Web client online:
1 Start Internet Explorer.
2 Open the Exaquantum home page by entering: http://<exaquantum web server
name>:<Port Number>/ExaquantumHome
3 If the Exaquantum Legacy/Web client software has not been previously installed,
after the first part of page is displayed there will be a delay while some files are
downloaded to the PC. The current status will be shown in the status bar.
4 When the files have been downloaded, the installation procedure will begin (See
section 4.9).
Installation From The DVD
To install the Exaquantum/Web client software from the Exaquantum Software DVD:
1 From the Exaquantum Software DVD, select the Exaquantum/Web client installation
procedure (Web Client Installation Sequence).
2 When the software has been installed, for user convenience configure Internet
Explorer to automatically access the server home page (See section 10.12 Web
Browser Settings - Home Page).

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4.9 Web Client Installation Sequence

Note: This software package is not supported on tablet or mobile devices.
The procedure defined in the section is only required if installing a client for the
Exaquantum Legacy/Web.
The following installation procedure steps relate to individual Dialog Boxes:
1 Exaquantum – Installation Start
2 Exaquantum – Welcome
3 Exaquantum – License Agreement
4 Exaquantum – Customer Information
5 Exaquantum – Destination Location
6 Exaquantum – Web Server Name
7 Exaquantum – Start Copying Files
8 Exaquantum – Setup Status
9 Exaquantum – Installation Completed
At the end of the installation you should re-start the computer if requested to do so.

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Dialog Boxes
The following sections describe the process of installing Exaquantum and the prerequisites
using the actual dialog boxes. Any error dialog boxes encountered can be viewed in the
Installation Troubleshooting section.
5.1 Installation Start
The first screen displayed when the Exaquantum installation process is started. Provides
the option to:
 Using this guide – Displays this guide
 Install the Exaquantum Software – Navigates to the dialog in section 5.2 Install The
Exaquantum Software
 Time Synchronization – Runs the Time Synchronization Wizard. Time
Synchronization is discussed in Exaquantum Engineering Guide Volume 2

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Figure 5-1

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Exaquantum Installation Guide 5-3

5.2 Install The Exaquantum Software

Provides the option to install:
 Exaquantum client software – will display a dialog similar to that in section 5.3
Installation Procedure
 Exaquantum server software – will display the dialog in section 5.3 Installation
Procedure

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Figure 5-2

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Exaquantum Installation Guide 5-5

5.3 Installation Procedure

Provides a list of the steps the installation process will follow. The installation process will
start automatically with point 1, in the case below the prerequisites.
Figure 5-3

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5.4 Prerequisites – Welcome

If you insert the Exaquantum DVD, the welcome dialog is displayed at the start of the
prerequisites installation. No additional information is required.
Select:
 Next - to continue with the installation procedure.
 Cancel - to stop the installation procedure.
Figure 5-4

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5.5 Prerequisites – Mandatory Prerequisites

Provides the list of prerequisite components required for Exaquantum installation. Installed
components are highlighted in grey. A description for the selected component will be
displayed in the Explanation box.
Select:
 Back – returns to the previous dialog screen
 Next - to continue with the installation procedure.
 Cancel - to stop the installation procedure.
Figure 5-5

Note: Microsoft PowerShell may be available as part of the OS installation, if not it

should be enabled through the Windows Control Panel.

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5.6 Prerequisites – Conditional Prerequisites

The list of components that may be required for Exaquantum installation but are not
supplied with the product. In the case below, Excel is an optional product to be installed;
clicking the ‘About Excel’ button will display further information about the product.
Select:
 Back – returns to the previous dialog screen
 Next - to continue with the installation procedure.
 Cancel - to stop the installation procedure.
Figure 5-6

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5.7 Prerequisites – User And Password Information

During the installation of the prerequisites, the local computer may have to be restarted.
Selecting the Automatically log on option and entering valid log on information will
enable the computer to automatically log on each time it is restarted.
To enable automatic log on:
1 Select the Log On Automatically check box.
2 Enter the password for the User Name displayed.
3 Choose Next.
The following dialog has automatic log on enabled:
Figure 5-7

When executing as Administrator user, the User Account Control dialog is not displayed,
and then the installation will continue automatically.
Note: The User Account Control will appear on restart. If the User Account Control is not
accepted or cancelled it will timeout after two minutes. After automatic login, if User
Account Control dialog has timed-out, please start the program in the menu ‘Startup –
SetupLaunch.bat’ or restart the PC.

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The following dialog has automatic log on disabled:

Figure 5-8

If an invalid password is entered, the following warning message will be displayed:

Figure 5-9

Select:
 Back – returns to the previous dialog screen
 Next - to continue with the installation procedure.
 Cancel - to stop the installation procedure.

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5.8 Prerequisites – SQL Server Installation

The installation of SQL server requires the location of the program and data files to be
specified.
For optimum performance the SQL data files should be located on a dedicated physical
hard drive configuration separate from the operating system.
NOTES.
1 When performing an upgrade and a previously installed SQL server instance is
detected, the default values of “C:\Program Files\Microsoft SQL Server” will be
replaced by the detected values for both the program and data files paths – see also
Section 12.1.
2 From Exaquantum R3.01 onwards SQL Server 64 bit instance is installed so the
default installation folder name has changed to "C:\Program Files\Microsoft SQL
Server", see Section 12.1 for information about upgrades.
Select:
 Back – returns to the previous dialog screen
 Continue – will start the installation procedure.
 Cancel - to stop the installation procedure.
Figure 5-10

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5.9 Prerequisites – Install Sequence

The installation sequence of the prerequisites components including an indication of
whether the computer will require a reboot for each component. The estimated installation
time for the entire process will be displayed at the bottom of the dialog.
Select:
 Back – returns to the previous dialog screen
 Next – will start the installation procedure.
 Cancel - to stop the installation procedure.
Figure 5-11

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5.10 Prerequisites – Running Dialog Screens

All prerequisites are installed with no user interaction required, indication of progress is
provided for information only.
Figure 5-12 shows an example of the progress information displayed, grayed out items
indicate prerequisites already installed.
Figure 5-12

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HIS Exaopc Client Installation

No user interaction is required for these packages and it is provided for information only.
Figure 5-13

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Installing SQL Server 2014 x64 Standard Edition Installation

Figure 5-14

The screen shows the extraction of SQL Server 2014 x64 Standard Edition with Service
Pack 2 which starts automatically. When the main dialogs appear (see following images),
no user interaction is required for this package and it is provided for information only.
It may be necessary for this component installation to restart the PC more than once to
install prerequisites for SQL Server, it will automatically log in and continue the
prerequisite process if auto-login is enabled.
Note: When installing SQL Server 2014 x64, a restart may be performed several times.
Do not stop until the installation is completed.

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SQL Server 2014 x64 Standard Edition Installation Screens

No user interaction is required for these screens; the screens provided for information only.
Figure 5-15

Figure 5-16

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Figure 5-17

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5.11 Prerequisites – Install Completed

The Exaquantum prerequisite installation process has been completed.
Select:
 Finish – end the installation process of the Exaquantum prerequisites.
Figure 5-18

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5.12 Exaquantum – Installation Start

 The end of the prerequisite installation will automatically start the Exaquantum
installation.
5.13 Exaquantum – Welcome
The welcome dialog is displayed at the start of the Exaquantum installation. No additional
information is required.
Select:
 Next – will start the installation procedure.
 Cancel - to stop the installation procedure.
Figure 5-19

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5.14 Exaquantum – License Agreement

Contains the terms of the legal agreement between the user and provider of the software.
You have to accept the terms of the agreement in order to proceed with the installation
procedure.
Select:
 Yes - to accept the license terms.
 No - to refuse the terms and exit the installation.
 Back - returns to the previous dialog box.
Figure 5-20

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5.15 Exaquantum – Security Model

Provides IT Security Model selection. Some of the options may not be available depending
on the system’s current configuration.
Select Security Model that has been decided in advance.
Note 1. For systems migrated from Exaquantum R2.50 or earlier, only the legacy model is
available at time of install.
Note 2. For systems migrated from Exaquantum R2.60 or later, only the current security
model will be available.
Whether Exaquantum Server and another EXA package are installed on the same PC or
separate PC, default Security Model and selectable Security Model are different. Details
are described in the following table.
Table 5-1 Users/Groups Created in the Standard Model

Target user User/Group description User/Group name

Current installed EXA

Coexist Current Security Model
package Security Model

A user group that can

Not coexist maintain process data in all
Exaquantum.

Note 1: When Exaquantum is installed with, or connects to, another EXA package, there
are restrictions depending on the version of the EXA package. Please refer to
Section 6.2.5, Collaborating with Other Products” in the Exaquantum Engineering
Guide Volume 2 – Network Configuration (IM36J04A15-02E)
Note 2: In the case when another EXA package is installed on the Exaquantum Server,
security models other than the currently selected Security Model cannot be
selected.
Note 3: In the case when another EXA package is already installed where IT Security is
unsupported, only Legacy Model can be selected.
Note 4: In the case when the PC is not joined to a domain, Domain (Standard Model)
cannot be selected.
Note 5: If installing Exaquantum on the same machine as another EXA product that
supports IT security, refer to Chapter 13.
Note 6: If an EXA package has been installed that supports IT Security, prior to
Exaquantum being installed, the Security model cannot be changed.
Note 7: If an EXA package has been installed, that does not support IT Security, prior to
Exaquantum being installed, the Security model can only be set to Legacy.

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 Domain: Apply security settings for Domain User Management (Standard Model)
 Standalone: Apply security settings for Standalone Management (Standard Model)
 Prioritizes collaboration with previous versions and products that are not supported
by IT security. (Legacy Model)
Select:
 Back - to return to the previous dialog box.
 Next - to continue the installation procedure.
 Cancel - to exit from the installation procedure and lose all the settings made so far.
Figure 5-21

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IMPORTANT
 When changing the security model consider the effect the change will
have on communications with other systems.
 If you have insufficient privilege, an error message is displayed. Click
OK, then log on as a user with administrative privilege (in case of
Standard Model, placed into the EXA_MAINTENANCE group) and
install again.
 If the current security model is “Standard (domain)” or “Standard
(standalone)”, and the user does not belong to
EXA_MAINTENANCE, an error message is displayed. After clicking
OK, log on by the user with administrative privilege and the required
group memberships then install again.
 If the current security model is “Standard (domain)”, and the PC is
outside of the domain, an error message is displayed. Clicking OK,
start up the IT Security Tool from the menu to change the security
model to something other than “Standard (domain)”, then install again.
 For “Standard (Domain)”, if a required group is not already generated,
an error message will be displayed. Create the user group on the
domain server in advance.
 After installation, security setting will be reset on default status of
current selected security model. In case security setting executed
manually, after installation, security re-setting is needed.
 When “Standard (Domain)” is selected on a PC that is a member of a
Windows domain, a dialog box is displayed. Clicking OK to go next.

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5.16 Exaquantum – Security Settings

Provides IT Security Settings selection.
 Access Control
 DCOM settings
 Firewall Tuning

IMPORTANT
After installation, the settings are reset to the default of the selected model. Reapply any
settings made manually since the last reset.

Select:
 Back - to return to the previous dialog box.
 Next - to continue the installation procedure.
 Cancel - to exit from the installation procedure and lose all the settings made so far.
Figure 5-22

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5.17 Exaquantum – Password Information (Legacy Model)

Access to the Exaquantum/PIMS and Exaquantum/Web servers is protected by a
password.
The main administrative user and the service user account for the system is called
quantumuser. The password discussed here relates to that account.
There are two possible scenarios:
In a brand new installation:
 In the Enter Password box, you should type your chosen password.
 In the Confirm Password box you should type exactly the same thing again.
Note: All quantumuser accounts on all computers within the same system must be
identical.
In other cases, where Exaquantum has already been installed on the computer, such as an
upgrade or reinstallation for example:
 In the Enter Password box, you should type the existing Exaquantum password.
 In the Confirm Password box, you should type the same password again.
Select:
 Back - to return to the previous dialog box.
 Next - to continue the installation procedure.
 Cancel - to exit from the installation procedure and lose all the settings made so far.
Figure 5-23

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5.18 Exaquantum – EXA Password Information (Legacy Model)

Control of the ‘EXA Bossd’ service is protected by a password.
The main administrative user account for the ‘EXA Bossd’ service is called EXA. The
password discussed here relates to that account.
There are three possible scenarios:
In a brand new installation, where the default password meets the security requirements:
 The EXA user is created using the default password; the EXA Password
Information dialog box is not shown.
In a brand new installation, where the default password does not meet the security
requirements:
 In the Enter Password box, you should type your chosen password.
 In the Confirm Password box you should type exactly the same thing again.
Note: All EXA accounts on all computers within the same system must be identical.
In other cases, where Exaquantum or other Exaopc packages has already been installed on
the computer, and where the default password has not been used, such as an upgrade or
reinstallation for example:
 In the Enter Password box, you should type the existing EXA password.
 In the Confirm Password box, you should type the same password again.
Select:
 Back - to return to the previous dialog box.
 Next - to continue the installation procedure.
 Cancel - to exit from the installation procedure and lose all the settings made so far.

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Figure 5-24

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5.19 Exaquantum – Customer Information

Provide user and the company information. If the information is already available from the
operating system, some of the boxes will be filled in automatically.
 User Name - the name of the person using the software.
 Company - the name of the company using the software.
Tip: Supplying the information requested above is optional.
 License - The license number is printed on the Exaquantum License Certificate
supplied to the purchaser of the software, the license number field is case
sensitive.
Note: If an incorrect license number is entered, an error message will be displayed and the
installation will not proceed.
Select:
 Back - to return to the previous dialog box.
 Next - to continue the installation procedure.
 Cancel - to exit from the installation procedure and lose all the settings made so far.
Figure 5-25

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5.20 Exaquantum – Destination Location

Determines the location where the program files will be installed. A default location is
provided, which should be used unless there are overriding reasons to install to somewhere
else. The install destination folders will be created if they do not exist.
Note: If Exaquantum is installed in a 64bit Operating System, the default folder name
should remain as "C:\Program Files(x86)"; do not change it to "C:\Program Files".
To choose another location for the files:
 Click on the Browse... button.
 Use the browser to locate the alternative location.
 Choose OK.
Select:
 Back - to return to the previous dialog box.
 Next - to continue the installation procedure.
 Cancel - to exit from the installation procedure and lose all the settings made so far.
Figure 5-26

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5.21 Exaquantum – Select Features

Allows you to choose which additional features you want to install. This information will
have been obtained earlier during the preparation phase.
To select the items to be included in the installation:
 Ensure the required features are marked with a tick.
 Remove the tick from items you do not require.
 To add or remove a tick, click on the check box.
Select:
 Back - to return to the previous dialog box.
 Next - to continue the installation procedure.
 Cancel - to exit from the installation procedure and lose all the settings made so far.
Figure 5-27

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5.22 Exaquantum – Database Creation

Gives you the choice of creating a brand new database or keeping an existing database.
 New installation - For a new installation a new database will automatically be
created, so no selection is necessary.
 Re-installation - on a system that already has a database, the default action is to
preserve the existing data.
 If you do not want to keep the existing data, then select Overwrite existing
database.
Select:
 Back - to return to the previous dialog box.
 Next - to continue the installation procedure.
 Cancel - to exit from the installation procedure and lose all the settings made so far.
Figure 5-28

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5.23 Exaquantum – 21 CFR Part 11 Settings

Allows you to enable the 21 CFR Part 11 support if required. This information will have
been obtained earlier during the preparation phase.
To enable 21 CFR Part 11 support:
 In the Timeout text box, enter a value in minutes to define how long passwords are
valid before they need to be re-affirmed.
Select:
 Back - to return to the previous dialog box.
 Next - to continue the installation procedure.
 Cancel - to exit from the installation procedure and lose all the settings made so far.
Note: 21 CFR Part 11 support is only available when you buy the CFR Part 11 option
with Exaquantum/Batch.
Figure 5-29

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5.24 Exaquantum – Secure Workbook Location

This allows you to determine the location of the secure workbook folder. The format used
to identify the folder will determine the method of access.
To set the location of the secure workbook folder either:
 Accept the default local path.
 Use the Browse... button to locate an alternative local file system path.
 Enter an alternative as a UNC path.
Note In this context, 'local' means with reference to the file system of each individual
computer on the system.
Select:
 Back - to return to the previous dialog box.
 Next - to continue the installation procedure.
 Cancel - to exit from the installation procedure and lose all the settings made so far.
Figure 5-30

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For the standard model, default secure workbook folder has changed from under
"\Program Files" to "\Explorer Workbook".
When using a new workbook folder, Explorer workbooks should be moved to the
appropriate folder. Any Explorer scripts should be manually modified with the new folder
location.
When upgrading Exaquantum or running in standard or domain security models - if using
the Exaquantum PIMS folder, it is necessary to change the access right of Secure
Workbook folder manually.
How to change the access right:
Right click the workbook file and select property. Add group "QTM_DATA_READ" in
access right. Check full-control and click ok.

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5.25 Exaquantum – PIMS Server Names

In the case of a Web Server or client install, the software needs to communicate with an
Exaquantum/PIMS server in order to function.
In this dialog box, you can provide the names of up to two Exaquantum/PIMS servers to
which the software can connect.
Note 1: The use of IP address (IPv4 or IPv6) is not supported as the Primary or Secondary
server, use the DNS name.
Note 2: The use of the FQDN of the server is not supported as the Primary or Secondary
server, use the DNS name
You must identify at least one server as the Primary Server.
Select:
 Back - to return to the previous dialog box.
 Next - to continue the installation procedure.
 Cancel - to exit from the installation procedure and lose all the settings made so far.
Figure 5-31

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5.26 Exaquantum – Web Server Name

The procedure defined in the section is only required if installing a client for the
Exaquantum Legacy/Web. In this case, the Web Client software needs to communicate
with an Exaquantum/Web server in order to function.
In this dialog box, you must provide the name of the designated Exaquantum/Web servers
to which the software can connect.
Note 1: The use of IP address (IPv4 or IPv6) is not supported as the Web Server name; use
the DNS name.
Note 2: The use of the FQDN of the server is not supported as the Web Server name, use
the DNS name.
Select:
 Back - to return to the previous dialog box.
 Next - to continue the installation procedure.
 Cancel - to exit from the installation procedure and lose all the settings made so far.
Figure 5-32

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5.27 Exaquantum – Web Site Name

During the installation process, the user has the opportunity to select the web site to which
the Exaquantum web pages should be installed. It may be desirable to install the pages on
an existing web site for security or other operational reasons, or the installer can create a
new website.
Figure 5-33

The “Web Site” field will contain a list of existing web sites, plus the option “Create New
Site”. The existing web sites will include the Default web site, plus any others that have
been created.
To create a new site, select it from the drop down menu and enter a suitable port number:
 Port 80 (default web site) may be used if no other application is using it
 Port numbers from 1 to 65535 may be used, only if not in use by another
application
 Port 135 cannot be selected as it is used by DCOM
 Pre-existing web sites will be listed in the pull down menu: to use one of these
sites, select it from the list. The port cannot be changed.
The “Destination” field determines the location where the associated web site files will be
installed. A default location is provided, which should be used unless there are overriding
reasons to install to somewhere else. The install destination folders will be created if they
do not exist.

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To choose another location for the files:

 Click on the Browse... button.
 Use the browser to locate the alternative location.
 Choose OK.
Select:
 Back - to return to the previous dialog box.
 Next - to continue the installation procedure.
 Cancel - to exit from the installation procedure and lose all the settings made so far.
NOTE. During Uninstallation of Exaquantum, the following points are important:
1 If a new web site has been created, the website will be completely removed. No
knowledge of the port number is retained
2 If an existing web site was used to host the Exaquantum web service, then only the
Exaquantum web pages will be removed from the existing website.
3 If a change in the port number is required, this is achieved by uninstalling and
reinstalling Exaquantum.
NOTE. If an existing Exaquantum Web Site URL has been changed, it is possible that web pages
created with the original URL cannot be used. This may occur in the following cases:
 When upgrading from a release prior to R2.70 and not using the Default Web Site
 When re-installing R2.70 or later and selecting a different port number
 When re-installing R2.70 or later and changing from the Default Web Site to using
a specified port number
 When re-installing R2.70 or later and changing from a specified port to using the
Default Web Site
It may be necessary to confirm the port number already assigned in existing Exaquantum
Web pages. To do this:
 Check the URL of the existing Exaquantum Home Web site
If a port number is assigned:
http://<Exaquantum Web Server Name>:<Port Number>/ExaquantumHome
If a port number is not assigned:
http://<Exaquantum Web Server Name>/ExaquantumHome
For example, if the existing ExaquantumHome web site was
http://ServerName:8000/ExaquantumHome then the port number is 8000

If an existing web page port number is assigned, select “New Web Site” and enter the port
number from the existing web site as above.
If an existing port number is not assigned, select “Default Web Site”.
Refer to Engineering Guide Volume 4 for more details.

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5.28 Exaquantum – Web Site Details

During the installation process, the user has the opportunity to select the web site to which
the ExaquantumWeb web pages should be installed.
Figure 5-34

The DataServer field is editable for an Exaquantum/Web server installation, but completed
and disabled for a combined server installation.
The default option “Create New Application Pool” should be selected unless there is
requirement for the application pool to be retained when Exaquantum is uninstalled.
Custom security settings can be applied to the application pool after installation if
required.
Pre-existing application pools will be listed in the pull down menu: to use one of these
pools, select it from the list.
Note: The application pool must never be shared with other applications as this may
result in both applications being inoperative.
Select:
 Back - to return to the previous dialog box.
 Next - to continue the installation procedure.
 Cancel - to exit from the installation procedure and lose all the settings made so far.

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5.29 Exaquantum – Start Copying Files

Provides a detailed list of the installation choices you made earlier in the procedure.
 Check that all the settings are correct.
 To alter any setting, use the back buttons to return to the appropriate dialog box.
 When you are satisfied everything is correct, to begin installing the files, click on
the Next button.
Select:
 Back - to return to the previous dialog box.
 Next - to continue the installation procedure.
 Cancel - to exit from the installation procedure and lose all the settings made so far.
Figure 5-35

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5.30 Exaquantum – Setup Status

Provides a progress indication of the installation procedure. When all the files have been
copied, there will be a series of mini-installations, each with its own dialog box, for each
of the individual software components.
Click on the Cancel button to stop the installation.
Figure 5-36

The dialog below shows the installation progress display dialog:

Figure 5-37

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5.31 Exaquantum – Installation Completed

When this dialog box is displayed, all the file copying and installation procedures are
completed.
There are two cases of the Installation Complete dialog.
1 Installation completed (see Figure 5-38).
2 Installation completed; offline Archives present (see Figure 5-39). In this case, post
Install actions may be necessary (See Section 12.1 for details).
Figure 5-38

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Figure 5-39

In both cases:
 Remove the DVD from the drive.
 Choose the Yes, I want to restart my computer now option.
 Click on the Finish button.
After the computer has restarted, refer to the post installation and configuration section of
this guide.
For a Server install - if UAC was disabled prior to the install, UAC should now be re-
enabled.
The procedure to enable UAC:
1 Select Control Panel and User Accounts
2 Select Turn User Account Control on or off
3 Recheck Use User Account Control (UAC) to help protect your computer
4 Reboot the PC

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Installation Troubleshooting
6.1 Recovering From A Failed Installation
In the case of an installation that fails for any reason, it is important to ensure that
subsequent attempts are not corrupted by the existing files. In order to avoid corruption,
we recommend that the faulty installation be completely removed before attempting a new
installation.
Removing A Failed Installation
1 If possible, try to uninstall the Exaquantum software using the standard Windows
Programs and Features facility (Uninstalling Exaquantum).
Continuing Problem
If installation fails repeatedly, the reason for the failure should be established:
1 Check the release notes for any late information about the product.
2 Re-read the relevant sections of this guide.
3 Note the circumstances and symptoms of the failure.
4 Create an Installation Log File.
If, after thorough investigation the reason for the failure is not clear, then we recommend
you consult with your Yokogawa representative to try to discover the cause.

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6.2 Installation Log File

If the installation fails, or the software does not start properly, it could be due to a problem
with the installation procedure. In this situation, you may be able to locate the problem by
creating an installation log file.
To achieve this, perform a fresh installation on the problem computer with logging
enabled:
1 Uninstall Exaquantum (Uninstalling Exaquantum).
2 Enable installation logging as follows:
a On the problem computer, open a command window.
b In the command window, navigate to the appropriate (on the Server folder)
Setup.exe file on Exaquantum DVD (Disc 2).
c At the command prompt type one of the following commands, substituting the
hard drive, path and filename of your choice:
Clients and Exaquantum combined server:
Setup /verbose"<Drive:\\path\file_name.txt>”
Exaquantum/Web server only:
Setup /z"WebServer" /verbose"<Drive:\\path\file_name.txt>”
Exaquantum/PIMS server only:
Setup /z"ExaServer" /verbose"<Drive:\\path\file_name.txt>”
3 Run the Exaquantum installation procedure again (Installation Procedures Overview)
This will produce a log file that can be analyzed to see if there is a problem. If you are not
familiar with this process, then you should consult your Yokogawa representative.

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6.3 Silent Installations

To perform a silent installation, you need an InstallShield "answer file", usually named
setup.iss. The graphical installer itself may be used to create an answer file.
Run the installer with the /r ("record") switch. Proceed through the dialogs and complete
the installation. This will perform the installation as normal but also create a setup.iss
file in the C:\WINDOWS directory. This file will include all of your responses to the
InstallShield dialogs, allowing you to perform silent installations as if you were giving the
same answers again. Simply copy setup.iss to the same directory as the installer
executable.
Once you have a setup.iss file, run the installer with the /s ("silent") option. This will
perform an unattended installation.
The /f1filename switch allows you to specify a fully qualified alternate name for the
setup.iss file. Note that there must be no space between the /f1 switch and the file
name. This switch works both with /r to create the file and with /s to read it.
The /f2filename switch specifies a log file. Once again, there must be no space
between the switch and the file name.
WARNING: Be careful what characters you use in these file names, because InstallShield
silently strips certain non-alphanumeric characters (like hyphens).
For Web Server and Data Server installations it is also necessary to pass the server type on
the command line as follows:
1 Client install:
To record an answer file:
<Drive>:\Client\Setup.exe /r /f1"C:\test1.iss"
To install using an answer file:
<Drive>:\Client\Setup.exe /s /f1"C:\test1.iss" /f2"C:\Install.Log”
2 Web Client install:
To record an answer file:
<Drive>:\WebClient\Setup.exe /r /f1"C:\test2.iss"
To install using an answer file:
<Drive>:\WebClient\Setup.exe /s /f1"C:\test2.iss" /f2"C:\Install.Log”
3 Exaquantum combined server install:
To record an answer file:
<Drive>:\Server\Setup.exe /r /f1"C:\test3.iss"
To install using an answer file:
<Drive>:\Server\Setup.exe /s /f1"C:\test3.iss" /f2"C:\Install.Log”
4 Exaquantum/Web server install:
To record an answer file:

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<Drive>:\Server\Setup.exe /z"WebServer" /r /f1"C:\test4.iss"

To install using an answer file:
<Drive>:\Server\Setup.exe /z”WebServer” /s /f1"C:\test4.iss" /f2"C:\Install.Log”
5 Exaquantum/PIMS data server install:
To record an answer file:
<Drive>:\Server\Setup.exe /z"ExaServer" /r /f1"C:\test5.iss"
To install using an answer file:
<Drive>:\Server\Setup.exe /z”ExaServer” /s /f1"C:\test5.iss" /f2"C:\Install.Log”

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Installing MSMQ
It is best to install MSMQ (Microsoft Message Queue) as one of the available options
during the installation of the operating system.
Note: All procedures should be carried out using a Windows account that has
administrator privileges on the local machine.
To carry out this procedure you may need access to a Windows Server installation DVD.
To Add MSMQ To An Existing System (Windows Server 2012, 2012 R2 or 2016):
1 Run the Server Manager.
2 From the Manage menu, select Add Roles and Features. This will start the Add
Roles and Features Wizard.
3 If the Before you begin page is display, click Next.
4 In the Select installation type page, click Next.
5 In the Select destination server page, click Next.
6 In the Select server roles page, click Next.
7 In the Select features page, select Message Queuing Server, which is located under
Message Queuing - Message Queuing Services, in the Features pane, and click
Next.
8 Review the list of features to be installed then click Install.
9 When the installation is complete, close all the dialog boxes.

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Installing IIS
IIS (Internet Information Service) is a pre-requisite to a Web Server or Combined Server.
It is a component of the Windows Server operating system; the detailed installation
procedure depends on the target Operating System.
Note: All procedures should be carried out using a Windows account that has
administrator privileges on the local machine.
To Add IIS to an Existing Windows Server 2012, 2012 R2 or 2016.
To carry out this procedure you will need the Exaquantum prerequisite DVD (Disc 1),
present in the DVD drive.
NOTE. If a Windows Language pack has been installed, - installing IIS after a Language
pack may fail. The Language pack should be first uninstalled, and reinstalled after
IIS has been installed.

Start the Server Manager. Click on the icon on the toolbar

On the menu bar on the Server Manager (top of screen), click on the Manager menu, and
then select the Add Roles and Features option (see Figure 8-1)
Figure 8-1

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The Before you begin page may be shown (Figure 8-2). Click Next.
Figure 8-2

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In the Select installation type page, ensure the option Role-based or feature-based
installation is selected (Figure 8-3).
Figure 8-3

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From the Select destination server screen, ensure that the Select a server from the
server pool is selected, and highlight the local server from the list in the lower screen
(Figure 8-4)
Figure 8-4

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In the Select server roles screen, select Web Server (IIS) (Figure 8-5). You may be
prompted to add the [Tools] IIS Management Console (Figure 8-6). In this case
click on Add Features.
Figure 8-5

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Figure 8-6

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Exaquantum Installation Guide 8-7

In the Select features screen (Figure 8-7), select the feature .Net Framework 3.5
Features. NOTE that .NET Framework 4.5 Features (or .NET Framework 4.6
Features), User Interfaces and Infrastructure, Windows PowerShell and Wow64
Support should already be installed. If they are not, please select them.
Figure 8-7

In the Web Server Role (IIS) screen, just click Next.

In the Select role services screen (Figure 8-8), ensure the following are selected, if
you are prompted by the dialog (example in Figure 8-9) to add additional features in
click Add Features.
 Web Server
o Common HTTP Features (All sub items one by one)
o Health and Diagnostics
- HTTP Logging
- Logging Tools
- Request Monitor
- Tracing
o Performance
- Static Content Compression
o Security (All sub items one by one)

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o Application Development
- ASP.NET 3.5
- ASP.NET 4.5 (or ASP.NET 4.6)
- .NET Extensibility 3.5
- .NET Extensibility 4.5 (or .NET Extensibility 4.6)
- ASP
- ISAPI Extensions
- ISAPI Filters
o Management Tools
- IIS Management console
- IIS Management Scripts and Tools
- IIS 6 Management Compatibility (All sub items)

Figure 8-8

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Figure 8-9

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8-10 Chapter 8 Installing IIS

Prior to installing the roles and services, you will be presented with the Confirm
installation selections screen (Figure 8-10). At this point the screen may present a
warning message Do you need to specify an alternate source path…., as shown in:
Should this be the case, then click on the option Specify an alternate source path, in
the lower part of the screen. This will run the dialog, shown in (Figure 8-11). Here, you
will need to manually enter the path to the Windows Server 2012 or Windows Server
2012 R2 and Windows 8.1 sources on the Exaquantum Prerequisites DVD. This will
always be in the location:
Windows Server 2012 Sources:
<DVD drive>:\Misc\Windows8Sources\sxs

Windows Server 2012 R2 and Windows 8.1 Sources:

<DVD drive>:\Misc\Windows81Sources\sxs

Windows Server 2016:

<DVD drive>:\Misc\Windows10Sources\sxs
Figure 8-10

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Figure 8-11

Finally, click Install from the Confirm installation selections screen. The
Installation progress screen will now be displayed. When this has completed, click
Close.

Note that this installation may fail if a Windows Language pack has been installed (see 1.4
Language options).

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To Configure an existing IIS on Windows Server 2012, 2012 R2 or 2016.

To carry out this procedure you will need the Exaquantum prerequisite DVD (Disc 1),
present in the DVD drive.

Start the Server Manager. Click on the icon on the toolbar

On the menu bar on the Server Manager (top of screen), click on the Manager menu,
and then select the Add Roles and Features option (Figure 8-12)
Figure 8-12

The ‘Before you begin’ page may be shown (Figure 8-13). Click Next.
Figure 8-13

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In the Select installation type page, ensure the option Role-based or feature-based
installation is selected (Figure 8-14).
Figure 8-14

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From the Select destination server screen, ensure that the Select a server from the
server pool is selected, and highlight the local server from the list in the lower screen
(Figure 8-15)
Figure 8-15

Again, in the Select destination server screen, click on the Features option, in the
left hand pane.
Select the specific features, as detailed in the previous section.
When all of the features have been selected, click Install.

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Installing the .NET API on an Exaquantum Client

or Web Server
Installation is achieved by running the, NET API msi, which is loaded during the
Exaquantum installation process.
Run the following file.
<Exaquantum Installation Folder>\Exaquantum
PIMS\Install\APIdotNET\Exaquantum API dot NET.msi
The wizard displays a series of dialogs, which require user response.
Welcome Screen
Click Next to continue
Figure 9-1

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License Agreement
Select ‘I accept the terms of the license agreement’ - to accept the license terms and click
Next to continue
Figure 9-2

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Customer Information
Enter user details and select the “Anyone who uses this computer option”. Click Next to
continue.
Figure 9-3

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Setup Type
Select the Complete setup type. Click Next to continue
Figure 9-4

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Ready To Install
Click Install to install the software.
Figure 9-5

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Wizard Completed
Click Finish to close the Installation Wizard.
Figure 9-6

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Configuration
10.1 Overview
In most straightforward installations little configuration is required to confirm that the
basic system works.
Note: Configuration is necessary to transform the installation into a fully functioning
integrated system, but that does not form part of the installation process.
The following items may need to be configured:
Exaquantum/PIMS server
 After the program has been installed you need to expand the size of the database
(See section 10.22).
 If you are upgrading an existing Exaquantum system that uses domain based
accounts you will have to consider the implications of continuing that way or to
use local accounts instead (See section 10.5).
Exaquantum/Web client
 The configuration of web browsers may need to be changed for ActiveX download,
logon access, and proxy servers (See section 10.11).
 For user's convenience, you can arrange for the Exaquantum home page to
automatically open when the web browser is started (See section 10.11).
Exaquantum/Web server
 For performance, a change to the web service configuration is necessary.

NOTE: In order to apply the settings described in this section, the user must have the
correct permissions (see section 2.9):
Standard mode - The user must be a member of the following groups:
 EXA_MAINTENANCE
 QTM_MAINTENANCE
 QTM_DATA_READ
 Administrators
Legacy mode- The user must be a member of the following groups:
 QAdministratorGroup
 QUserGroup
 Administrators

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10.2 Deleting Installation Log Files

On completion of a successful installation it is recommended to delete the installation log
files that will have been created in the install user’s temporary folder. The File Explorer
option ‘Show hidden files and folders’ needs to be turned on to be able navigate to the
temp directory and to be able to delete all the files.

The user’s temporary directory can be determined by using the following command in the
CMD window:
%TEMP%
10.3 Quantumuser Temp folder permissions (Legacy Model)
Conditions that require configuration
If Exaquantum was not installed whilst logged in as the QuantumUser account and the
QuantumUser account did not exist prior to installing Exaquantum.
Detail
Permissions for the group QUserGroup need to be added to the QuantumUser’s account
temp directory on an Exaquantum/PIMS server.
Login as the QuantumUser and navigate to the QuantumUser’s temp directory.
Note: use the %TEMP% variable from a CMD window to find this out.
Right click the Temp folder and select Properties then the Security tab, click Edit to
change the permissions.
Using dialog Permissions for Temp that will appear click Add. Enter QUserGroup and
click ok.
Figure 10-1

Select the newly added QUserGroup, change the permissions to Full control, click ok
then click ok again.

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Figure 10-2

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10.4 Network Setting

Default DCOM Properties (Legacy Model)
If Exaquantum and another software package, such as Exapilot, are installed on the same
computer, please verify the Default Properties are correct.
On the Default Properties tab, the settings should be:
Figure 10-3

 "Enable Distributed COM on this computer" should be checked

 The "Default Authentication Level" should be "Connect"
 The "Default Impersonation Level" should be "Identify"
Finally, reboot the PC after saving the settings.

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Access From The Network (Legacy Model)

 The detail in this section only applies to users who are experiencing connection
failures, in OPC communication
These changes only apply to Exaquantum Server, Web Server, Combined Server, and
Exaquantum Client Installations on all operating systems.
The “Everyone” group needs to be given Access from the network and “Everyone”
permissions should be applied to anonymous users.
Select Local Security Policy from the Administration Tools.
Expand the Local Policies folder and select Security Options.
Figure 10-4

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Double-click the Policy “Network Access: Let Everyone permissions apply to anonymous
users” and select “Enabled”.
Figure 10-5

In the Local Policies folder, select User Rights Assignment.

Figure 10-6

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Double-click the Policy “Access this computer from the network” and select “Add User or
Group…”
Figure 10-7

Enter the name “Everyone” and click OK twice to exit.

Finally, reboot the PC after saving the settings.

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Web Client NTLMv2

In the case where a Web Client is to be used for Excel add-in access but not Legacy
Exaquantum/Web then it is possible to increase the security of the Windows NT Lan
Manager from version 1 to version 2.
These changes may be applied to Exaquantum Web Client Installations on all supported
operating systems.
Logon as a user with Administrative privilege.
Select Local Security Policy from the Administration Tools.
Expand the Local Policies folder and select Security Options.
Figure 10-8

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Double-click the Policy “Network Security: LAN Manager authentication level” and select
“Enabled”.
Figure 10-9

Finally, reboot the PC after saving the settings.

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10.5 Accessing Domain Based Group Accounts (Legacy Model)

By default, Exaquantum uses local group accounts.
 This procedure is only applicable when upgrading an existing Exaquantum
installation that uses domain based group accounts. For this to continue working as
usual, the default installation must be modified to use the existing accounts.
 This is achieved by adding each of the existing domain based Exaquantum
accounts, to the equivalent new local group based account on each Exaquantum
server. The procedure has to be carried out on each Exaquantum/PIMS or
Exaquantum/Web server that is upgraded.
Note: All procedures should be carried out using a Windows account that has
administrator privileges on the local machine.
To configure an Exaquantum server to access the domain based group accounts:
1 Open the Windows Control Panel.
2 In the Control Panel window, open Administrative Tools by double-clicking on its
icon.
3 In the Administrative Tools window, open Computer Management by double-
clicking on its icon.
4 In the Computer Management window, in hierarchy structure on the left-hand side,
open the Local Users and Groups folder.
5 Click on the Groups folder.
6 In the right-hand side, double click on the Exaquantum group account to be
configured
7 In the <GroupName> Properties dialog box, click on the Add... button.
8 In the Select Users or Groups dialog box, use the Look in: drop-down list to locate
the domain server hosting the Exaquantum group accounts.
9 In the Name column, click on the domain group with the same name as the
workgroup group you are currently configuring.
10 Click on the Add button.
11 To close the Select Users or Groups dialog box, click on the OK button.
12 To close the <GroupName> Properties dialog box, click on the OK button.
13 Repeat the procedure from step 6 for each group to be configured.
14 When you have configured all the local Exaquantum accounts, close the Computer
Management window.
15 To apply the new configuration, shutdown and re-start the computer.

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10.6 Accessing The Domain Quantumuser Account (Legacy Model)

By default, Exaquantum uses local workgroup based accounts.
 This procedure is only applicable when upgrading an existing Exaquantum
installation that uses a domain based Quantumuser account. For this to continue
working as usual, the default installation must be modified to use the existing
account.
 This is achieved by configuring the Distributed Component Object Model
(DCOM) settings to access the domain based account instead of the default local
one. This procedure has to be carried out on each Exaquantum/PIMS or
Exaquantum/Web server that is upgraded.
 The configuration is performed using the QDCOMConfig tool. In a default
installation it will be located in the “<PIMS Install Dir>\System” folder.
 You will need to know the domain name in which the Quantumuser account is
registered.
Note: All procedures should be carried out using a Windows account that has
administrator privileges on the local machine.
To configure an Exaquantum server to access the domain based Quantumuser account:
1 In the “<PIMS Install Dir>\System” folder, locate the file QDCOMConfig.exe.
2 Run the program by either double-clicking on its icon or by right-clicking on the icon
and selecting Open.
3 Inspect the selection buttons at the bottom to confirm that the type of installation
selected is correct.
4 In the NT Accounts: frame, locate the Exaquantum User frame.
5 In the User name text box, replace the current server name (which is the first item up
to the backslash) with the name of the domain you want to use.
6 In the Password text box, enter the password for the Quantumuser account in that
domain.
7 Do not change any other information.
8 To save the changes and close the QDCOMConfig tool dialog box, click on the OK
button.
9 To ensure that the new settings are fully integrated shutdown the computer and
reboot.

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Figure 10-10

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10.7 Using Domain\Local Accounts (Legacy Model)

By default, the installation procedure configures the basic user and group accounts locally
on the installation computer. This is the recommended method. If you are currently using
domain based accounts, then you should consider changing to local group accounts by
using the installation defaults.
If you have an existing system that uses a domain to manage any of the accounts, and wish
to continue using that method, you may need to perform some additional configuration.
The following table indicates what changes are required in which circumstances:
Table 10-1

Exaquantum / Exaquantum /
Account basis
PIMS server Explorer client
Local Quantumuser account Default - No action required
Local groups Default No action required Not applicable
Accessing The Domain Quantumuser Account (Legacy
Domain Quantumuser account
Model)
Accessing Domain Based
Domain groups Not applicable
Group Accounts

Note: If you are upgrading a system that uses the Role Based Name space feature then
additional changes are required. This topic is beyond the scope of this guide.
Please consult your Yokogawa representative.
Domain Accounts
The default installation of Exaquantum uses local groups to manage the user and group
accounts, however some existing installations may already be using domain based account
management that was supported in earlier versions.
 The standard installation creates the Exaquantum accounts as local groups.
 To use a Windows domain instead, a set of Exaquantum accounts will have to be
created on the domain server.
 This procedure is not part of the installation process and is beyond the scope of
this guide. If you wish to create a new installation based on domain managed
accounts, then please consult your Yokogawa representative.
 If you are upgrading from an earlier version of Exaquantum and wish to continue
using domain based groups, perform a standard installation. After the installation
process is complete, configure each server to use domain accounts.
Synchronization
It is important that the various servers within the system remain synchronized (Server
Time Synchronization). If all the machines are in the same domain, then this should
happen automatically.

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Local Group Accounts

Access
By default, the user and group accounts for Exaquantum are set up and managed on a local
group basis. The appropriate account details are created locally on each server as required.
 In the case of a default installation, the basic set of accounts will automatically be
created if they do not already exist.
 The account details and password on each computer must be kept identical.
 When the RBNS (Role Based Name Space) feature is used, the additional accounts
will also have to set up and administered on each server.
Synchronisation
It is important that the various servers within the system remain synchronized (Server
Time Synchronization). In a workgroup only environment, each Exaquantum/PIMS server
will need to be configured with the name of a server to be used as a source of time
information.

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10.8 Changing the password for the Exaquantum Service User

(Legacy Model)
To change the password for the Exaquantum Service user, the following procedure is
necessary. This applies to Legacy mode only.
1 Logon to the Exaquantum Server as an Administrator.
2 Change the password for the Exaquantum Service user in Windows (for a Domain
Exaquantum Service user, this will need to be done one a Domain Controller)
3 Run the IT Security Setting Tool (Chapter 13)
4 When prompted for the Exaquantum Service User password, the new password
should be entered, and confirmed.
5 Restart the PC when prompted.
10.9 Additional Procedure for Each Security Model
In each Security model, the following additional procedure needs to be required.
Note1: If the Standalone Security model is selected (Standard), then ensure that accounts
created on Explorer Client installations have an equivalent account created on the
Exaquantum server.
Note2: If Exaquantum is installed with another EXA package, the IT security setting tool
must be rerun after installation to reapply the security settings. See Chapter 13 for
details.
Note 3: If the Standalone Security model is selected (Standard), and a firewall is used, the
firewall requires manual setup.
For setup of the firewall, please refer to “How to setup the Windows Firewall” in
Exaquantum Engineering Guide – Vol.2 Network Configuration.
- When RBNS is used for multiple PIMS Server, “File and printer share (echo
requirement – ICMP4 receive)” must enabled on the PIMS Server.
- If Excel workbooks are saved on a PIMS Server from an Explorer client and
these need to be shared, “445/TCP (receive)” must be enabled on the PIMS
Server.
Legacy Model
Create anonymous (currently non-defined name) User Account, and register to each user group.
Regarding User Account, for further information, refer to “Appendix A.13.1 Access
Control” in “Exaquantum Engineering Guide Volume 2 - Network Configuration”
Standard Model
Create anonymous (currently non-defined name) user Account and register to each user group.
Regarding User Account, for further information, refer to “Appendix A.13.1 Access
Control” in “Exaquantum Engineering Guide Volume 2 - Network Configuration”
2 Set the IT Security settings for Standard Model manually.
For further information, refer to “Appendix A.13.5 Changing IT Environment Settings” in
“Exaquantum Engineering Guide Volume 2 - Network Configuration”

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10.10 Configuration for IIS

IIS is setup automatically when installing Exaquantum. However, there are two cases
which require additional attention; these are described in this section.
Setting up IIS when two network cards are present
When using the Exaquantum Web Server or Combined Server installations with two
network cards, the following procedure should be followed to set up IIS
1 Logon to the Web server or Combined server as a user with local administration rights.
2 From the Control Panel, open the Administrative Tools window.
3 Select the IIS Manger (Internet Information Services Manager)
4 In the Connections Pane (left side), expand the Computer node (labelled with the
local server name)
5 In the Connections pane, expand the Sites node
6 Right click on the Exaquantum node, and select Edit Bindings
7 Select the row with Type = http, and IP Address = “*”
8 Click Edit
9 In the IP Address dropdown list, select the IP Address for the required NIC (network card)
10 Close the dialogs
11 Close the IIS Manager
10.11 Web Browser Settings
The following are main aspects to configuring web browsers:
 Home page - the browser can be configured to automatically open with the
Exaquantum home page (See section 10.12).
 Logon security - the security settings can be changed to prevent the user being
requested to log on to the Exaquantum/Web server. (See section 10.13).
 Proxy server - if a web proxy server is being used then the Internet Explorer
connection settings will have to be configured to bypass it (See section 10.14).
 Certificate revocation – to reduce web page load time checking for certificate
revocation can be disabled. (See section 10.15)
 ActiveX - to download the ActiveX controls used by the Legacy Exaquantum
website, some configuration is necessary (See section 10.16).
Note: This only applies to Internet Explorer on windows desktops.
Note 1: To access the Exaquantum Legacy website on 64-bit Operating Systems users
must use the 32-bit version of Internet Explorer.
Note 2: When using Internet Explorer, to ensure correct display of Legacy Exaquantum
website, select Tools – Compatibility View from the menu bar, if the menu bar is
not displayed, right-click on the toolbar and select Menu bar. Click Add to add
the server to the list, then click Close.

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10.12 Web Browser Settings - Home Page

On any computer that will access the Exaquantum/Web server, the browser can be
configured to automatically open the Exaquantum/Web home page. (The new Exaquantum
website or the Legacy Exaquantum website)
This setting is unique to each web browser and individual user logging into each client PC.
The following procedure should be carried out by each user on each PC they use, and the
required web browsers.
Internet Explorer
To configure Internet Explorer to open with one of the Exaquantum websites:
1 Open Internet Explorer.
2 From the menu, select Tools - Internet Options...
3 In the Internet Options dialog box, display the Home page configuration frame by
clicking on the General tab.
4 In the Home Page section enter the URL of one of the Exaquantum websites, the new
Exaquantum website or the Legacy Exaquantum website.
a. The address of the Exaquantum home page takes the form: http://<exaquantum
web server name>:<port number>/ExaquantumWeb, assuming the default
website name has been defined
b. The Legacy Exaquantum website address takes the form: http://<exaquantum
web server name>:<port number>/ExaquantumHome
5 To set the page as the default, click on the Apply button.
6 To close the Internet Options dialog box, click on the OK button.
Note: The Legacy Exaquantum website is only supported using Internet Explorer on
windows desktops.
Safari (iPad only)
To configure Safari to open with the Exaquantum website:
1 Open Safari.
2 Navigate to the Exaquantum website
a. The address of the Exaquantum home page takes the form: http://<exaquantum
web server name>:<port number>/ExaquantumWeb, assuming the default
website name has been defined
3 Tap the Share button (the box and arrow icon) on the tool bar
4 Tap the Add to Home Screen button
5 Rename the icon if you wish, then tap Add link
6 A new app icon is added to the iOS home screen
7 Close Safari
Note: The Legacy Exaquantum website is only supported using Internet Explorer on
windows desktops.

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10.13 Web Browser Settings – Logon Security

The security settings can be changed to prevent the user being requested to log on to the
Exaquantum/Web server the first time they access it on each session.
If you want to prevent the logon being requested each time, the security settings can be
changed to enable Integrated Windows Authentication, or to save user names and
passwords.
The settings affected by the change are stored each web browser within the profile of each
individual user, thus, each user needs to make the change, on each computer they will use
to access the Exaquantum/Web server.
Internet Explorer
Note: You may need to run Internet Explorer with administrator privileges to enable
modification of the following settings. To do this, right click on Internet Explorer and
select Run as administrator.
To change the Internet Explorer settings:
1 Open Internet Explorer.
2 From the menu bar, select Tools - Internet Options...
3 In the Internet Options dialog box, from the row of tabs along the top, select the
Advanced tab.
4 In the Settings list, scroll down to the Security section.
5 Ensure that the Enable Integrated Windows Authentication (requires restart)
checkbox is selected.
6 To close the Internet Options dialog box, click on the OK button.
7 Close Internet Explorer
Safari
Integrated Windows Authentication is not available for Safari on the iOS; the user will be
prompted for user name and password at the start of each session when accessing the
Exaquantum web server.

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10.14 Web Browser Settings - Proxy Settings

Some IT systems use a web proxy server.
In these cases, the configuration of web browsers will need to be changed in order that the
Exaquantum/Web server can be accessed directly.
The settings affected by the change are stored within the profile of each individual user,
thus, each user needs to make the change, on each computer they will use to access the
Exaquantum/Web server.
Internet Explorer
To change the Internet Explorer settings:
1 Open Internet Explorer.
2 From the menu bar, select Tools - Internet Options...
3 In the Internet Options dialog box, from the row of tabs along the top, select the
Connections tab.
4 Click on the LAN Settings... button to open the Local Area Network (LAN) Settings
dialog.
5 In the Proxy server frame, if the Use a proxy server for your LAN checkbox is
selected, then ensure that the Bypass proxy server for local addresses is also
selected.
6 To close the Local Area Network (LAN) Settings dialog box, click on the OK
button.
7 To close the Internet Options dialog box, click on the OK button.
8 Close Internet Explorer
10.15 Web Browser Settings – Certificate Revocation
Internet Explorer
To change the IE security settings:
1 Open Internet Explorer.
2 From the menu bar, select Tools - Internet Options...
3 In the Internet Options dialog box, from the row of tabs along the top, select the
Advanced tab.
4 Scroll down to the Security section.
5 Ensure that the Check for publisher’s certificate revocation and Check for server
certificate revocation (requires restart) checkbox are not selected.
6 To close the Internet Options dialog box, click on the OK button.
7 Close Internet Explorer.
Safari
Safari on iOS does not make server certificate revocation checks during normal operation,
no action is required.

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10.16 Internet Explorer - ActiveX Security

The legacy Exaquantum/Web user interface makes extensive use of ActiveX technology
and scripts.
Note: The legacy Exaquantum/Web user interface is only supported on windows
desktops when using Internet Explorer.
The ActiveX controls will be downloaded when making a first visit to the
Exaquantumhome web site or by explicit installation from the DVD.
Some security settings of Internet Explorer can be configured to prevent the installation of
ActiveX controls and the running of associated scripts.
Note: The ActiveX controls supplied as part of Exaquantum are signed and are safe for
scripting.
If you have problems installing the Exaquantum/Web client because of security warnings,
you may need to change the Internet Explorer security configuration as follows:
1 Open Internet Explorer.
Note: You may need to run Internet Explorer with administrator privileges to enable
modification of the following settings. To do this, right click on Internet Explorer
and select Run as administrator.
2 From the menu bar, select Tools - Internet Options...
3 In the Internet Options dialog box, from the row of tabs along the top, select the
Security tab.
4 Select the Trusted sites zone, click the Sites button.
5 Add the Exaquantum webserver name to the list of trusted websites, ensure that the
checkbox labeled Require server verification (https:) for all sites in this zone is
not selected, click close.
6 With the Trusted sites zone still selected, click the Custom level button.
7 In the section ActiveX controls and plug-ins
8 The option to Download signed ActiveX controls must be set to Enable or Prompt.
9 The option to Run ActiveX controls and plug-ins should be set to Enable.
10 Click OK to close all the dialogs
11 Close Internet Explorer.
Note: Browser security is a sensitive issue and must be considered as part of the
enterprise wide IT security.

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10.17 Internet Explorer – SVG Compatibility

The legacy Exaquantum/Web user interface makes use of SVG for the rendering of
mimics.
Note: The legacy Exaquantum/Web user interface is only supported on windows
desktops using Internet Explorer.
Some compatibility settings of Internet Explorer may be configured to prevent the correct
rendering of SVG in the display of mimics.
If you have problems with the displaying of mimics, you may need to change the Internet
Explorer compatibility configuration as follows:
1 Open Internet Explorer.
Note: You may need to run Internet Explorer with administrator privileges to enable
modification of the following settings. To do this, right click on Internet Explorer
and select Run as administrator.
2 From the menu bar, select Tools – Compatibility View Settings...
3 Add the Exaquantum webserver name to the list of ‘Compatibility View’ websites,
click Close to close the dialog.
4 Close Internet Explorer.
10.18 Adobe Acrobat Reader Installation
 In order to view the Exaquantum manuals you need to install a PDF reader
program if you do not already have one. Adobe Acrobat is available from
www.adobe.com

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10.19 Excel Add-Ins Post Installation Integration

Note: On a client installed with the Standard IT Security Model you will need to add a
Windows firewall exception for the Excel.exe executable to allow access to
Historical data from the Exaquantum Excel Add-ins.
Firewall exception setting
1 Select “Windows Firewall” / “Windows Defender Firewall” from Control panel;
select System and Security, followed by “Allow a program or feature via Windows
firewall” / “Allow an app or feature through Windows Defender Firewall”.
2 If Microsoft Excel cannot be found in “Allowed Programs and Features” / “Allowed
apps and features”, add Microsoft Excel from “Allow another program” / “Allow
another app…”
3 Select Microsoft Excel from the “Add a Program” / “Add an app” dialog and click
[Add]. If Microsoft Excel cannot be found in the Program list, click “Browse” to
locate Microsoft Excel using the subsequent Windows Explorer dialog.
4 Select Microsoft Excel from “Allowed Programs and Features” / “Allowed apps and
features”, and click [OK].
The Excel Add-In Files
There are three Add-in files provided with Exaquantum that need to be integrated:
 Exaquantum Explorer Add-In.xlam
 Exaquantum Query Add-In.xlam
 Tag Configuration Viewer.xlam
Note: Not all Add-in files are available on all the Exaquantum installation types.

These files will be automatically integrated into Excel, except for the following situations:
 Excel is installed after the Exaquantum software
 Excel is upgraded/re-installed after the Exaquantum software
 Excel is installed using the “Click to Run” procedure

In these cases, the files must be copied manually to the appropriate location.
Default Location When Excel Add-in files are automatically integrated.
Each Excel installation creates a folder dedicated for the use of Add-in software. In a
default installation it is located under:
32bit Excel - <Program files (x86)>\Microsoft Office\OfficeXX\Library
64bit Excel - <Program files>\Microsoft Office\OfficeXX\Library
32bit Office 365 - <Program files (x86)>\Microsoft Office\root\OfficeXX\Library
64bit Office 365 - <Program files>\Microsoft Office\root\OfficeXX\Library
(Where XX will vary, depending on the version of Excel/Office 365 installed).
Note: The files will also be placed in the Exaquantum PIMS installation folder (see below).

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Default Location When Excel Add-in files are NOT automatically integrated.
If Excel is not installed, the Exaquantum installation procedure will be unable to locate the
appropriate folder for the Add-in files, so the files will only be placed in the Exaquantum PIMS
installation folder. The default installation location will be <Program files
(x86)>\Yokogawa\Exaquantum PIMS
To enable the Add-ins to be integrated, the three files listed above should be copied to the
Library folder associated with Excel.
Note: do not try to link to them in the Exaquantum installation directory if the Standard
security model has been used.
Integrating The Add-Ins
Support for Add-ins is part of the Excel software. Please read the Excel Help system for
detailed guidance with installing and integrating Add-ins. Once integrated, the interaction
between Exaquantum and Excel is seamless.
10.20 Setup of Anti-Virus Software
Yokogawa strongly recommend that Virus Checker software be installed on all PCs.
Exaquantum has been tested with Virus Checkers from a number of different suppliers.
Virus checkers can have an adverse effect on performance of Exaquantum. For this reason,
it is recommended that the files listed in Table 10-2 are excluded from checking. In
addition, the folder where archive databases are created, and restored, should also be
excluded from the Virus Checker. Contact your Yokogawa representative for details.
Table 10-2

File Description
QConfig.mdf QConfig database data file (Filegroup PRIMARY)
QConfig_1.ndf QConfig database data file (Filegroup QCONFIG)
QConfig_2.ndf QConfig database index data file (Filegroup
QCONFIGIDX)
QConfig_Log.ldf QConfig database transaction log file
QHistorianAdmin.mdf QHistorianAdmin database data file (Filegroup
PRIMARY)
QHistorianAdmin.ndf QHistorianAdmin database data file (Filegroup
QADMIN)
QHistorianAdmin_Log.ldf QHistorianAdmin database transaction log file
QHistorianData.mdf QHistorianData database data file (Filegroup
PRIMARY)
QHistorianData1.ndf QHistorianData database data file (Filegroup QDATA)
QHistorianData2.ndf QHistorianData database data file (Filegroup QDATA)

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File Description
QHistorianData_Log.ldf QHistorianData database transaction log file
tempdb.mdf Tempdb database data file
templog.ldf Tempdb database transaction log file
QWeb.mdf QWeb database data file (Filegroup PRIMARY)
QWeb_1.ndf QWeb database data file (Filegroup QWEB)
QWeb_2.ndf QWEB database index data file (Filegroup
QWEBIDX)
QWeb_Log.ldf QWEB database transaction log file
ExaquantumFramework.mdf ExaquantumFramework database data file
(Filegroup PRIMARY)
ExaquantumFramework _1.ndf ExaquantumFramework database data file
(Filegroup EXAQUANTUMFRAMEWORK)
ExaquantumFramework _2.ndf ExaquantumFramework database index data file
(Filegroup EXAQUANTUMFRAMEWORK IDX)
ExaquantumFramework _Log.ldf ExaquantumFramework database transaction log
file
FrameworkSchema.mdf FrameworkSchema database data file (Filegroup
PRIMARY)
FrameworkSchema _Log.ldf FrameworkSchema database transaction log file

To check the location of the files:

Open the SQL Server Management Studio window.
Input the settings below in the "Connection to Server" window, and click on Connect.
 Server type: Database Engine
 Server name: Exaquantum Server Name
 Authentication: Windows Authentication
Expand the databases tree
Click right mouse on each database, followed by properties.
Click on Files from the Database properties dialog. This will then list the files and
locations of the database files.

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10.21 Moving Database Data and Log Files

On Exaquantum/PIMS servers that are expected to experience high tag data throughput
(more than 5k notifications per second) or high levels of alarms and events, there will be
high read and write activity on the QHistorianData database and therefore the RAID array
that this database resides on.
For optimum performance it is recommended to place the SQL data files and SQL log files
for the QHistorianData database on separate RAID arrays to reduce any disk IO contention
between the SQL data files and the SQL log files.
If it is decided to locate the QHistorianData database SQL data & log files on separate
RAID arrays, it would also be beneficial to do the same for the remaining Exaquantum
databases and the SQL Server tempdb database. This is not required for the Exaquantum
archive databases as they are not updated after they have been created, and are
recommended to be on their own RAID array, see section 2.13.
NOTE.
 If the Exaquantum databases are recreated using the Database Creation Tool (see
Exaquantum Engineering Guide Volume 3 - Support Tools) – the data and log
files are located on the same drive as the SQL Server Installation. To move these
files, please follow the procedure in this section.
Moving SQL Data and Log files
Depending on the location for the SQL data files selected during the prerequisite
installation (see section 5.8) it may be necessary to move the data or log files or both to
their desired locations.
The following steps are common to all these cases; it is only necessary to modify the file
path of the files that are to be moved.
Note 1: Exaquantum and any other applications that use SQL server must be stopped
before commencing the following steps.
Note 2: The following steps must be performed by a user that is in the local
Administrators group, and the EXA_MAINTENACE group when the server is
configured as Standard Standalone or Standard Domain.
Step 1 - Record the current location of SQL data & log files
Record the current location of all the SQL data & log files for the databases listed in Table
10-3, the following SQL statement can be used to list the file paths associated with a given
database.
USE master
SELECT name AS LogicalFileName, physical_name AS FileLocation, state_desc
as Status FROM sys.master_files WHERE database_id =
DB_ID(‘QHistorianData’)

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Step 2 – Take Database Offline

For all of the databases where files are to be moves the following SQL statement can be
used to take the database offline to enable the files to be moved.
Note: The system database tempdb cannot be taken off & on line, changes to the file
locations will take effect when SQL server is restarted.
USE master
ALTER DATABASE QHistorianData SET OFFLINE WITH ROLLBACK IMMEDIATE

Step 3 – Alter the file location in SQL Server

Alter the file location stored in the SQL Server to the new file location, the following SQL
statement can be used to update the location, where the parameter ‘Name’ is the
LogicalFileName column displayed in step 1.
USE master
ALTER DATABASE QHistorianData MODIFY FILE (NAME = QHistorianData1,
FILENAME = ‘E:\SQLData\QHistorianData1.ndf’)

The SQL statement in step 1 can be used to verify that the file locations have been altered
correctly.
Step 4 – Move the files to the new location
Use windows explorer to move the SQL files to their new location that matches the path
set in SQL server.
Note 1: Full security permissions must be granted to the Exaquantum service user and the
SQL service user for the new windows location of the data & log files.
Note 2: The data & log files of the system database tempdb cannot be moved while SQL
is running; new files are created every time SQL server is restarted. After SQL
server has been restarted, the old data & log files can be deleted.
Step 5 – Bring Database Online
For all of the databases that have been taken offline the following SQL statement can be
used to bring the database online.
Note: The system database tempdb cannot be taken off & on line; changes to the file
locations will take affect when SQL server is restarted.
USE master
ALTER DATABASE QHistorianData SET ONLINE

If the location of the system database tempdb data or log files have been altered, then SQL
server will need to be restarted for the change to take effect.
After all databases are online, check the windows event log for any errors before starting
Exaquantum and any other applications that use the SQL server.

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Table 10-3 Database files

Database File Type

QConfig QConfig.mdf Data
QConfig_1.ndf Data
QConfig_2.ndf Data
QConfig_Log.ldf Log
QHistorianAdmin QHistorianAdmin.mdf Data
QHistorianAdmin.ndf Data
QHistorianAdmin_Log.ldf Log
QHistorianData QHistorianData.mdf Data
QHistorianData1.ndf Data
QHistorianData2.ndf Data
QHistorianData_Log.ldf Log
QWeb QWeb.mdf Data
QWeb_1.ndf Data
QWeb_2.ndf Data
QWeb_Log.ldf Log
ExaquantumFramework ExaquantumFramework.mdf Data
ExaquantumFramework_1.ndf Data
ExaquantumFramework_2.ndf Data
ExaquantumFramework_Log.ldf Log
FrameworkSchema FrameworkSchema.mdf Data
FrameworkSchema_Log.ldf Log
tempdb tempdb.mdf Data
templog.ldf Log

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10.22 Expanding the Database

 In order to reduce the time taken to install the software, the initial database created
is the minimum size necessary.
 In most cases you will need to increase the size of the database before using the
software in an operational environment.
 The database size can be managed using either:
1. The Exaquantum Database Expansion Tool that is installed on the server.
2. The tools that are provided with the SQL database.
 The Exaquantum/PIMS auto-expand facility is disabled by default so that
standard SQL tools can be used to manage the database.
 When using the SQL tools to initially expand the database, an absolute size
should be defined in preference to setting a percentage.
Database Size
The size should be dependent upon the archiving strategy, allowing enough space to create
and store archives. It is recommended not to let the Historian database to grow so large
that back-ups take hours to complete.
Using The Exaquantum Database Expansion Tool
All the procedures are performed on the Exaquantum/PIMS server. Exaquantum must be
stopped in order to run the Database Expansion Tool.
There are two main steps:
Step 1 - Before You Start The Expansion
1 Run the Services Management Console from the Administration Tools.
2 Check that the SQL Server(MSSQLSERVER) is running:
 If it is running then no more action is required.
Figure 10-11

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 If it is stopped then you will need to start the SQL Server ().
Figure 10-12

Step 2 - Expanding the Database

1 From the Start menu, selecting Programs – Exaquantum - Database Expansion Tool.
Figure 10-13

2 In the Exaquantum Database Expansion Tool dialog box, the Information frame
shows the current disk usage status.
3 Check the default value in the box Percentage of disk for Exaquantum database is
suitable. If not, type in a new value to suit your requirements.
Tip: After making any changes to the value of Percentage of disk for Exaquantum
database, you must cause the figures to be recalculated by clicking on the Refresh button.
4 To begin the expansion process, click on the Expand button. Alternatively, to close the
Exaquantum Database Expansion Tool without making any changes select Exit.
5 In most cases, a significant expansion in size will take place, which can take several
minutes or more. The exact time will depend on the size of the disk and performance of
the hardware. During this period there will be much disk activity, and the
Exaquantum Database Expansion Tool dialog box will remain open.

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Note1: If there are any problems during the expansion process, an error message will
report the problem. You should note the details in case you want to report the
problem to Yokogawa Support.
Note2: QHistorianData database which saved Exaquantum historian data consist of two
physical files, QHistorianData1 and QHistorianData2. In order to carry out
Exaquantum Database Expansion Tool correctly, set QHistorianData1 and
QHistorianData2 to have the size same. The Exaquantum Database Expansion
Tool will set both sizes to the same size.
Note3: The percentage of disk for Exaquantum database must be between 1 and 90
6 When the database expansion is complete a success message will be displayed and the
Exaquantum Database Expansion Tool dialog box will close.
7 That completes the database expansion. Now you need to start the Exaquantum service
(See section 10.27)
Tip: Once the system is running, the size of the database can be controlled more precisely
by using the SQL Management Studio.

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10.23 Setting Online Archive Location

By default SQL databases created for Exaquantum online archives will be created in the
default SQL data file location as specified during the SQL installation, see section 5.8.
For optimum performance it is recommended to set the location of online archives to be on
separate RAID array to that of the QHistorianData database to reduce any disk IO
contention between the SQL data file.
To configure the location of online archives:
1 Stop Exaquantum
2 Open the Exaquantum System Configuration tool
(Default location is <Exaquantum Install Dir>\Developer Tools\QSystemConfig.exe)
3 Navigate to the Historian tab
4 Set a folder location for both the Archive Folder and the Restore Archives Folder,
then click OK. (See Figure 10-14)
(It is recommended that the same folder location is used)
5 Start Exaquantum
Note: Any archives currently online can be moved to the new location by setting the
archive offline then online again.
Figure 10-14 System Configuration - Historian tab

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10.24 Configuring SQL Server Memory

After installing the Exaquantum/PIMS server software, you can specify the amount of
memory to be used by Microsoft SQL Server.
By default Exaquantum will set the amount of memory to be used by Microsoft SQL
Server to the recommended amount based on the available memory.
 Minimum memory is allocated as 1/6 of available physical memory.
 Maximum memory is allocated as 1/3 of available physical memory, up to a
maximum of 8TB.
The maximum memory allocate can be tuned based on the available physical memory and
the system requirements, contact Yokogawa support for assistance.
Note: All procedures should be carried out using a Windows account that has
administrator privileges on the local machine.
To configure the Microsoft SQL Server memory usage:
1 Open the SQL Server Management Studio window.
2 Input the settings below in the "Connection to Server" window, and click on Connect.
 Server type: Database Engine
 Server name: Exaquantum Server Name
 Authentication: Windows Authentication
3 Locate "Exaquantum Server name" and right-click on it, and select Properties from the
right-click menu.
4 Select memory from Select a page in the Server Properties dialog box.

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Figure 10-15

5 Specify Maximum server memory appropriate size.

6 Select OK to apply the settings.
7 Close the SQL Server Management Studio window.

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10.25 Changing SQL Server Passwords

On completion of a successful installation Yokogawa recommends changing the
passwords, to complex passwords, for the following SQL Server accounts:
• sa
• icecap
To change the account passwords, follow the procedure below.
1 Stop the Exaquantum Service, refer to section 10.28.
2 In the <Exaquantum Root>\System folder, locate the file QSecureLockdown.exe. See
Figure 2-1.
3 Confirm that the correct Configuration Type has been automatically selected; change
the selection if required. Note: The ‘sa’ account is not available on Web Servers.
4 On the tab SQL Logins selected the ‘sa’ and ‘icecap’ accounts as required, enter the
existing passwords. (Please contact your Yokogawa Representative for the default
passwords).
Note: The default SA password has been changed from Exaquantum R2.50 onwards
5 Enter strong password for the selected account, then click Apply. A dialog box will be
displayed if the change has been ‘Successfully applied’.
Figure 10-16

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10.26 Starting The SQL Server

To start the SQL server and set the service to auto run:
1 Run the SQL Service Configuration Manager.
2 Expand SQL Server Configuration Manager (Local) – SQL Server Services.
3 Select SQL Server (MSSQLSERVER) and right-click.
4 Select Properties from the select menu, the SQL Server (MSSQLSERVER)
Properties dialog box will open.
5 On the Service tab set the Start Mode property to Automatic, and click Apply.
6 On the Log On tab select Start button.
7 When the SQL Server and SQL Server Agent services have started, click OK close the
dialog box.
8 Close the SQL Server Configuration Manager Window.

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10.27 Starting The Exaquantum Service

To start the Exaquantum service:
1 Log in to the Exaquantum server using a user account that is in the local administrators
group and the correct Exaquantum group determined by the IT Security Model. (See
section 2.9)
a. Legacy – A user in the QAdministratorGroup group.
b. Standard Standalone – A user in the local QTM_Maintenance group.
c. Standard Domain - A user in the domain QTM_Maintenance groupRun the
Exaquantum Service Manager.
2 Run the Exaquantum Service Manager
3 In the Exaquantum Services Manager dialog box, start the services by clicking on the
Start icon.
Figure 10-17

4 In the dialog box that appears, confirm your intention.

5 The Status of the server (above the Start icon) should change to STARTING and then
RUNNING. The Exaquantum services in the right hand panel should follow a similar
pattern.
Figure 10-18

6 When the red square in the Stop button is visible, the service is started.

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10.28 Stopping The Exaquantum Service

To stop the Exaquantum service:
1 Log in to the Exaquantum server using a user account that is in the local administrators
group and the correct Exaquantum group determined by the IT Security Model. (See
section 2.9)
a. Legacy – A user in the QAdministratorGroup group
b. Standard Standalone – A user in the local QTM_Maintenance group
c. Standard Domain - A user in the domain QTM_Maintenance groupRun the
Exaquantum Service Manager.
2 Run the Exaquantum Service Manager
Figure 10-19

3 In the Exaquantum Services Manager dialog box, stop the services by clicking on the
Stop icon.
4 In the dialog box that appears, confirm your intention.
5 The Status of the server (above the Stop icon) should change to STOPPING and then
STOPPED. The Exaquantum services in the right hand panel should follow a similar
pattern.
Figure 10-20

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10.29 Remote Registry Access Setting

In the default setting, “Registry Access” from remote PC will be denied.
(The User with Administrator privilege can be accessed.)
As a result, Exaquantum Explorer client on the remote PC cannot be referred Explorer user
Workbook folder information which is set on the Exaquantum server registry.
The following procedure makes remote registry access valid.
Login Exaquantum Server PC with Administrator privilege.
From Administration Tools, launch “Local Security Policy”.
Select [Security Settings] – [Local Policies] – [Security Options] – [Remotely
accessible registry paths] and double click.
Add “Software\Quantum\Explorer” in the Local Policy Setting.
Click [OK] Button

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10.30 Network Discovery Setting

For Windows Server 2012 and 2012 R2, Network Discovery should be enabled.
Note: The following services should be enabled when configuring Network Discovery
• DNS Client
• Function Discovery Resource Publication
• SSDP Discovery
• UPnP Device Host
1 Click "Change advanced sharing settings".
2 Check "Turn on network discovery"
1. Start the Control Panel, and double click Network and Sharing Center.
2. Click Change advanced sharing settings; this is on the left of the window.
3. Check "Turn on network discovery"
Figure 10-21

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10.31 Restriction on AutoRun

Refer to Restriction on AutoRun in IM36J04A1502E.
10.32 Application of StorageDevicePolicies function
Refer to Application of StorageDevicePolicies function in IM36J04A1502E.
10.33 IT Environment Setting
In case of Standard Model, this requires setting manually. Refer to Changing IT
Environment Settings in IM36J04A1502E.
10.34 Display of Alarm and Event Data from CAMS on Exaquantum/
Legacy Web.
When Alarm and Event data from CAMS is to be displayed on Exaquantum/Legacy Web,
the buffer size on Web Server (IIS) must be increased.
This is because the record size of Alarm and Event data from CAMS data is greater than
that from normal Alarm and Event data.
For details, please refer to “Chapter 19 Enable read of large data volumes by Legacy Web
client” on IM36J04A15-04E.

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Checking the Installation

11.1 Overview
There are four main component types that can be checked before moving on to configure
the Exaquantum system for use in the working environment.
You should confirm some basic functionality works before starting full system integration,
configuration and testing.
 Checking the Exaquantum/PIMS Server
 Checking the Exaquantum/Web Server
 Checking the Exaquantum/Explorer Client
 Checking the Exaquantum/Web Client
11.2 Checking the Exaquantum/PIMS Server
The Exaquantum/PIMS server gathers data and makes it available directly for the use of
Exaquantum/Explorer clients, or indirectly via the Exaquantum/Web server for
Exaquantum/Web clients.
It is not possible to check any of the external connectivity as the data collection facilities
have not been set up at this stage. That is part of the full system configuration process.
You can confirm that the basic Exaquantum functionality is working by checking that the
Exaquantum service can be started and stopped on demand.
At this point the service may or may not be running, so use the following checks in the
appropriate order.
 Starting The Exaquantum Service
 Stopping The Exaquantum Service
11.3 Checking the Exaquantum/Explorer Client
The Exaquantum/Explorer communicates directly with the Exaquantum/PIMS server to
access data.
To complete this check, ensure that the Exaquantum service is running on the designated
Primary and Secondary servers.
To confirm that the Exaquantum/Explorer client is able to connect to the server:
1 Start the Exaquantum Server Manager.
2 In the Exaquantum Server Manager dialog box:
 Confirm that the server names are correct.
 Check that the status is Running.

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11.4 Checking the Exaquantum/Web Client

The main purpose of the Exaquantum/Web client is to provide access to the web pages
available on the Exaquantum/Web server.
To check the Exaquantum/Web client can access a page on request:
1 On the Exaquantum/Web client, open Internet Explorer.
2 Either:
 If Internet Explorer has been configured to automatically open the Exaquantum
home page, it should be displayed.
 If not, in the address bar enter the URL of the Exaquantum/Web server.
 Tip: The address of the Exaquantum home page takes the form:
 http://<exaquantum web server name>:<port number>/ExaquantumHome
(Exaquantum Legacy/Web) Note: This website is not supported on tablet or
mobile devices.
 http://<exaquantum web server name>:<port number>/ExaquantumWeb
(Exaquantum/Web), assuming the default website name has been defined
11.5 Checking the Exaquantum/Web Server
The main purpose of the Exaquantum/Web server is to provide the web pages for
Exaquantum Web clients.
First, check that the Exaquantum service is running on the designated Primary and
Secondary servers.
To check the Exaquantum/Web server will deliver a page on request:
1 On the Exaquantum/Web server, open Internet Explorer.
2 Check that both websites, Exaquantum/Web and Exaquantum Legacy/Web are
functioning correctly.
3 Enter the URL of the Exaquantum home page:
 The address of the Exaquantum home page takes the form:
 http://<exaquantum web server name>:<port number>/ExaquantumHome
(Exaquantum Legacy/Web) Note: This website is not supported on tablet or
mobile devices
 http://<exaquantum web server name>:<port number>/ExaquantumWeb
(Exaquantum/Web), assuming the default website name has been defined

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Changes to an Existing Installation

12.1 Upgrading from a Previous Version
To upgrade from a previous version of Exaquantum is a two-stage process:
 Backup Exaquantum databases
 Uninstall the existing Exaquantum software.
 Install prerequisites from new version of Exaquantum’s DVD
 Install the new version of Exaquantum software
Server - The procedure is the same as that in the Reinstalling the Server Software. (See
section 12.3)
Client - The procedure is the same as that in the Reinstalling the Client Software. (See
section 12.4).
Upgrading from a version earlier than Exaquantum R3.01
If upgrading from Exaquantum R2.20 or earlier, follow the instructions in that section
before continuing with this section.
The SQL Server instance installed by the Exaquantum prerequisites changed in R3.01
from 32 bit to 64 bit. There is no SQL Server upgrade path from a 32-bit instance to a 64-
bit instance.
The process below will automatically re-attach all non-system databases and backup
devices to the new 64 bit SQL Server during the installation of the new Exaquantum
software.
If upgrading from a version before Exaquantum R3.01 the following operation is required:
1 Uninstall the existing Exaquantum software.
2 Insert the Exaquantum DVD Disc 1, open and execute the SQL script '<DVD
Drive>\Tools\SQLScripts\GenerateDatabaseReattachScript.sql' using SQL Server
Management Studio.
3 Note: This script must be executed successfully before continuing to the next step,
the SQL script '<Exaquantum PIMS Install
Directory>\Migration\ReAttachDatabases.sql' will be generated.
4 Uninstall all versions of SQL Server, and all SQL Server supporting packages.
5 If required, Exaquantum data & log files can be moved to a new folder location for
SQL Server data & log files.
6 Note: If the location of any SQL data & log files or backup devices are modified then
the SQL script '<Exaquantum PIMS Install
Directory>\Migration\ReAttachDatabases.sql’ needs to be updated to reflect the new
location.
7 Install the new Exaquantum Prerequisites.
8 It is recommended that Exaquantum is installed to the same location as previously,
however if Exaquantum is to be installed to a different location, the following manual
steps should be actioned:

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a. Using File Explorer, create the folder where the new installation of Exaquantum
will be located.
b. Create a folder called Migration under the new Exaquantum installation folder.
c. Copy the SQL script ‘ReAttachDatabases.sql’ (generated at step 2) to the newly
created Migration folder.
9 Install the new Exaquantum software.
Note: If the database files need to be moved, this should be done as a separate operation
after Exaquantum has been installed, as documented in section 10.21.
Upgrading from Exaquantum R2.20 or Earlier
If upgrading from Exaquantum R2.20 or earlier, and have offline archives backed up with
SQL Server 2000, these archives cannot be restored directly in Exaquantum (using the
Admin Tools Archive UI).
SQL Server 2000 database backups are not compatible with SQL Server 2012. Convert
any pre R2.20 archives using the Re-archive tool (details in PIMS User Guide (IM
36J04A11-01E)), prior to restoring with Admin tools.
Upgrading from Exaquantum Excel AddIn files from R2.70 or Earlier
Please refer to Section 2.2, of the Exaquantum/Explorer User's Manual Volume 3,
Microsoft Excel Reports (IM 36J04A12-03E).
12.2 Adding Web Server
To add the Exaquantum/Web feature to an existing Exaquantum/PIMS Server installation
there are two options (Web Server Deployment Options):
Exaquantum/PIMS and Exaquantum/Web servers combined on a single computer
1 The existing Exaquantum/PIMS server installation should be uninstalled, see section
Uninstalling Exaquantum.
2 Backup Database to ensure the safety of the data.
3 Check for the prerequisite software. (See section 3.3).
4 Perform a reinstallation of the server software (Reinstalling the Server Software), but
choose to install a combined server (Web Server Deployment Options).
Exaquantum/Web installed on a different computer
1 Perform a standard installation (Installation Procedures Overview) for
Exaquantum/Web on the new computer, including any prerequisites
(Exaquantum/Web Server Prerequisites).

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12.3 Reinstalling the Server Software

The following issues need to be considered first:
 Database - If the installation is already in service, with an existing database that
needs to be retained, follow the procedures for database precautions (Backup
Database).
 Computer name:
 If the reinstallation is on a computer with the same name - reinstall the server
software (Reinstalling the Server Software) with no impact on configuration of the
rest of the system.
 If the installation is to a computer with a different name - there are implications for
data embedded in the database that will need to be resolved. Consult with your
Yokogawa representative.
In addition, after the new server is commissioned, each client should be reconfigured to
access a different server.
 RBNS - If the Role Based Name Space feature is being used, there are
implications for the group account details stored in the database. Consult with your
Yokogawa representative.
To reinstall the server software please refer to the following sections:
1 If the database has to be preserved Backup Database (See section 12.5)
2 Uninstalling Exaquantum (See section 12.7)
3 Installation Overview(See section 1.2)
4 If the server has a new name, reconfigure the clients to access a different server
12.4 Reinstalling the Client Software
To reinstall the client software please refer to the following sections:
1 Uninstalling Exaquantum
2 Installation Overview
12.5 Backup Databases
There are occasions when you need to run the installation procedure on a computer with
Exaquantum already installed. For example, when upgrading to a later version or adding
new components.
In these types of situation, you will probably want to retain the existing data.
There are two precautions to take:
 Back up the existing database using the methods suggested in the Exaquantum
Engineering Guide Vol. 1.
 During the installation procedure, in the Database Creation dialog box
(Exaquantum – Database Creation), ensure that the Overwrite existing database
checkbox is not selected.

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12.6 Recovering from a Failed Installation

See the Installation Troubleshooting chapter for further details.
12.7 Uninstalling Exaquantum
Note: You must stop the Exaquantum service before attempting to uninstall
Exaquantum. (See section 10.28)
To remove the Exaquantum software:
1 Choose the Programs and Features option, from the Windows Control Panel.
2 Ensure that Change or Remove Programs is selected.
3 In the list of Currently installed programs, locate and highlight the Exaquantum
entry.
4 Click on the Change/Remove button.
5 The InstallShield dialog box will open at the Welcome page. Select the Remove
option and click on the Next button.
6 Confirm your intention in the Confirm Uninstall dialog box and the Exaquantum
software will be removed.
In addition, for an Exaquantum/PIMS server installation where the database is also to be
removed:
1 Scroll through the list of Currently installed programs, again to locate the SQL
server item.
2 Select the Change/Remove option.
Note: This will not remove any other prerequisites that were installed including Exaopc
even though this was installed as a part of Exaquantum.

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IT Security Setting
This chapter describes how to set IT Security.
To counter threats to security, the Yokogawa CENTUM system has introduced ‘IT
security’. Since the same ‘IT security’ was also requested for other YOKOGAWA
solution-based software packages (*1), Exaquantum is now compatible with the security
from version R2.60.
*1: Those are Exaopc, Exapilot, Exaplog, APC Product.
The IT Security Setting Tool is used for Security Setting.
For the following products, Exaquantum can only coexist with the Legacy model:
• CENTUM VP R5
• Other Solution-based Software packages – Exaopc R3.70 or later, Exapilot R3.90
or later, Exaplog R3.40 or later.
This is because the security settings in Standard modes are different between Exaquantum
and the other products.
If the current security model is changed, other YOKOGAWA solution-based software
packages compatible with IT security also need to have their security configuration
changed.
Important: When communicating between HIS and OPC, create the CTM_PROCESS
account by executing the following file on Exaquantum Server.
In case of CENTUM VP R4.02
<DVD>:\CENTUM\SECURITY\CreateCTMProcess.exe
In case of CENTUM VP R4.03 and later releases
<DVD>:\CENTUM\SECURITY\Yokogawa.IA.iPCS.Platform.Security.
CreateCentumProcess.exe
TIP: For information about YOKOGAWA solution-based software packages compatible
with IT security, contact Yokogawa.

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13.1 Security Model

The ‘IT Security’ design allows three security models with different strengths.
The IT Security Setting Tool offers to set up “legacy model” or “standard model” of IT
security model. Strengthened is applied manually on top of Standard. Please refer to
Engineering Guide 2 for details of strengthened mode.
Types of Security Models
Standard Model
Standard model sets the following security items.
 File, folder access control by user authentication
 DCOM access control by user authentication
 Enabling the firewall function
For detailed information about the Standard model, refer to 13.2, “Security Configuration
Items”.
The standard model is further divided into 2 types depending on the method of user
administration.
 Security configuration under Windows domain management.
 Select this type when the users and groups in the account are managed by the
Windows domain controller. Before performing security configuration, it is
necessary to generate user groups on the domain controller.
 Security configuration under standalone management.
 Select this type when performing IT security configuration for each PC without
using the Windows domain controller. As user accounts are generated for each
PC in this case, it is necessary to make the management of all related PC’s
groups and users consistent with each other.
Strengthened Model
This is a model to which further security measures are manually added to the standard
model.
The strengthened model is excluded from the setting scope of the IT Security Setting Tool.
Note: If strengthened model is needed, then you should contact your Yokogawa
representative.
For more information, refer to “6 IT Security” of Exaquantum Engineering Guide Volume
2 – Network Configuration (IM 36J04A15-02E)

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Legacy Model
This model is provided with an equivalent security level to that of EXA packages
incompatible with IT security (corresponding to “security level: low” in Exaopc and
Exapilot).
The legacy model is applied in the following cases.
 Exaquantum coexists with Yokogawa products (CENTUM, EXA packages, etc.)
incompatible with IT security.
 Exaquantum coexists with Yokogawa products (CENTUM, EXA packages, etc.)
of the legacy model for security.
 Exaquantum coexists with Yokogawa products that use different IT Security
settings (Exaopc R3.71 or later, Exapilot R3.90 or later, Exaplog R3.40 or later)
 The effect on the existing client is not considered.
 Compatibility will be kept with the previous revision.
With the legacy model applied, Windows Firewall is disabled. Settings can be applied
manually for legacy, refer to Exaquantum Engineering Guide Volume 2 – Network
Configuration (IM 36J04A15-02E).
For detailed information about the legacy model, refer to 13.2, “Security Configuration
Items”.
Note: When the legacy model of IT security is used, restrictions on Windows operating
systems can occur in some environments. Therefore, it is strongly recommended that the
standard model of IT security is selected.

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13.2 Security Configuration Items

The security items to be changed with the IT Security Setting Tool are as shown below.
Table 13-1 Security Items

Classification Security item Description

Generates a user group for each role. Generates

User group and
users for starting each process of YOKOGAWA
user generation
solution-based software package.

Program access
Restricts the start of programs for each user group.
authority
Access control
File, folder access Restricts access to files and folders depending on the
authority user group.

Registry access Restricts access to registries depending on the user

authority group.

DCOM access Restricts the start of or access to DCOM for each

authority process.
DCOM
configuration Restriction on
dynamic port of Restricts the range of port numbers the DCOM uses.
DCOM

Enables Windows Personal Firewall and adds port

Windows Personal
Firewall numbers the YOKOGAWA solution-based software
Firewall setting
package uses.

A service account used on SQL server is changed

Changing a service
SQL server from a local system account to a service process
account
account for Exaquantum server.

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Configuration items for each security model are as follows.

Table 13-2 Configuration items for each security mode

Standard model Standard model

Configuration item
(domain (standalone Legacy model
Security model
management) management)

User group generation x (*1) x – (*2)

Program access authority x x x (*3)

File, folder access authority x x x (*3)

Registry access authority x x x (*3)

DCOM configuration x x x (*3)

Firewall setting x x x (*4)

x: Allowed to generate/set
–: Not allowed to generate/set
*1: In security configuration under domain management, local user groups named as
***_LCL are generated. Other user groups need to be generated on the domain
server in advance.
*2: A user group different from standard model is created.
*3: Access authority configuration is performed by Everyone with full control.
(Note: Depend on membership of QUserGroup, AdministratorGroup,
QDataWriteGroup and QExplorerDesignGroup)
*4: The Firewall setting is “disabled”.
Security Settings of Standard Model
This section describes the details of security settings of standard model.
Created User Groups and Execution Program Access Limitations
In case of the Standard Model, Windows groups are created beforehand and each
Windows group set file access restriction.
The following groups/users are created in the Standard Model of Exaquantum.

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Table 13-3 Users/Groups Created in the Standard Model

Target user User/Group description User/Group name

Users for operating A user group to which the users

QTM_DATA_READ
Exaquantum belong who read Exaquantum data

User for writing

A user group that can maintain
process data in QTM_DATA_WRITE
process data in Exaquantum
Exaquantum

User for creating/

User group that can
modifying/deleting
create/modify/delete Exaquantum QTM_EXPLORER_DESIGN
Exaquantum
Explorer
Explorer documents

A user group for a user who

User for doing maintains Exaquantum QTM_MAINTENANCE
maintenance to An administrative privilege is QTM_MAINTENANCE_LCL
Exaquantum required for user accounts belongs (*1)
this user group.(*2)

A user group to which the users

belong who perform installation and
maintenance of software packages
This is a group common to all
User for doing YOKOGAWA solution-based EXA_MAINTENANCE
maintenance EXA software packages. If some solution-
EXA_MAINTENANCE_LCL
system based software packages co-reside,
(*1)
this group is allowed to browse and
acquire information across those
software packages. An administrative
privilege is required for user accounts
belongs this user group.(*2)

Group for authentication when

Users for belonging accessing it from the outside to QTM_OPC
an execution user of DCOM other than Exaquantum.
Exaopc or Exapilot The execution user of Exaopc and QTM_OPC_LCL(*1)
Exapilot is made to belong

Exaquantum process User for Exaquantum process

QTM_PROCESS
execution user execution. (*3)

EXA common
User for EXA common process
process execution EXA_PROCESS
execution (*3)
user

Account for SQL

An account for SQL server service
Server service using QTM_SQLSERVER
using Exaquantum. (*4)
Exaquantum

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*1: Indicates the groups locally created in client PCs under the Domain environment.
These groups are used in the case of anomaly in the Domain server or for the
purpose of OPC connection by the work group users.
*2: In the case of standalone management, add to the local Administrators user group.
In the case of domain management, add to the Domain Admins user group of
domain.
If the user account cannot be added to the Domain Admins user group of domain,
add to the local Administrators user group.
*3: There is no privilege to log on Windows.
*4: For detailed information, refer to “Appendix A.13.3 Change in SQL server
service account” in Exaquantum Engineering Guide Volume 2 – Network
Configuration (IM 36J04A15-02E).
Note: These groups created in the Standard Model will not be deleted even if the
security model is changed to the Legacy Model. Manually delete these groups as
required.
In order to perform each feature, logon user account is required to belong to the
appropriate group.
Access restriction of program execution describe as follows.
Table 13-4 Execution program access restriction

QTM_MAINTENANCE
QTM_DAT QTM_EXPLO (QTM_MAINTENANCE
A_WRITE RER_DESIGN _LCL)
Window Name or QTM_DATA
& & &
Tool Name _READ
QTM_DAT QTM_DATA_ QTM_DATA_READ
A_READ READ &
Administrators

Exaquantum Explorer
X X X X
Add-In.xlam (*1)

Exaquantum Query
X X X X
Add-In.xlam (*1)

Tag Configuration
X X X X
Viewer.xlam (*1)

Aggregation Switch
Configuration Tool X
(AggSwitchConfig)

Disk Usage Report

X X X X
(DiskUsage)

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QTM_MAINTENANCE
QTM_DAT QTM_EXPLO (QTM_MAINTENANCE
A_WRITE RER_DESIGN _LCL)
Window Name or QTM_DATA
& & &
Tool Name _READ
QTM_DAT QTM_DATA_ QTM_DATA_READ
A_READ READ &
Administrators

Exaquantum Cross
Reference
X X X X
(ExaquantumXref)
(*1)

Exaquantum
Configuration Tool X
(QCatchupConfig)

OPC Server Viewer

Data Recovery
X
(OPC Server Viewer
Data Recovery)

System Configuration
X
(QSystemConfig)

Exaquantum Tag
Configuration Viewer X X X X
(TagConfigViewer)

Exaquantum Explorer
X X X X
(QExplorer) (*1)

Exaquantum Services
Manager X
(ExaquantumService)

Exaquantum Item
Selector X X X X
(QItemSelector) (*1)

System Events
Viewer
X X X X
(SysEventsViewer)
(*1)

Administration Tool
(Exaquantum.msc) X
(*1)

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QTM_MAINTENANCE
QTM_DAT QTM_EXPLO (QTM_MAINTENANCE
A_WRITE RER_DESIGN _LCL)
Window Name or QTM_DATA
& & &
Tool Name _READ
QTM_DAT QTM_DATA_ QTM_DATA_READ
A_READ READ &
Administrators

Web Admin Tool

(Yokogawa.Framewo
X
rk.Utilities.WebAdmi
nTool) (*1)

Query Wizard
X X X X
(QQueryWizard) (*1)

Graphics Editor
X
(GraphicsEditor) (*1)

Database Expansion
Tool X
(ExpandDB)

Database Creation
Tool X
(QDatabaseCreation)

Trend Analyze
X X X X
(TrendAnalyze) (*1)

OPC Reference
Update Tool
X
(QOPCReferenceUp
date) (*1)

X: Execution can be acceptable.

Note 1: According to the group combination which belongs to windows user, execution
program will differ.
Note 2: Column title (after second column) mean group candidate which Windows User
should be belonged to.
Note 3: If (*1) application will be executed on client, executive privilege will be checked
by the user on PIMS Server to be compared with logon user on Client.
Note 4: Whether Tool can be executed or not in Legacy Model, replace from this table's
group name to Legacy Model's group name.

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13.3 When Coexisting with another EXA Package

 This section covers the case where Exaquantum is installed with another EXA
package that supports IT Security such as Exapilot, ExaOPC or Exaplog.
The IT Security tool is also available in the following situations, the detail of which is
covered in Chapter 6 of Exaquantum Engineering Guide Volume 2 – Network
Configuration (IM 36J04A15-02E).
 When changing security level is required.
 When returning the settings operated manually to the default.
The following steps detail how to use this tool, following Installation of Exaquantum with
another EXA package.
1 The login user for executing the IT security-setting tool differs depending on the
current security model and user management. Log in as the appropriate user
identified in the table below, and set the IT security. (common to server and client).
Table 13-5 Startup user

Security model Login user

Legacy User with a local administrative privilege.

User with a local administrative privilege who belongs to the

Standard (standalone)
EXA_MAINTENANCE group of local PC.

Domain user with a local administrative privilege who belongs

Standard (Domain)
to EXA_MAINTENANCE group of domain.

IMPORTANT
When a user with no administrative privilege starts up this tool or one who does not
belong to EXA_MAINTENANCE group, an error dialog is displayed.
In this case, log in with appropriate user then start up this tool again.

For detail on running the IT Security Setting Tool see Chapter 6 of Exaquantum
Engineering Guide Volume 2 – Network Configuration (IM 36J04A15-02E).

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Exaquantum Installation Guide App.A-1

Appendix A. Using the Windows Firewall (Legacy Model)

The Windows Firewall component is part of the Windows Operating System; and it is
turned on by default with Windows 8.1 and Windows 10. The Firewall will prevent access
from other PCs. Therefore, access from the Exaquantum client to the Exaquantum server
and from the Exaquantum server to the Exaquantum client will be stopped by the Firewall.
If you wish to use a Firewall, please contact your local Yokogawa representative.
For more information, refer to “Firewall Configuration” in the Exaquantum Engineering
Guide Vol. 2 (IM36J04A15-02E).
Otherwise, the Firewall should be disabled, using the following procedure. This can only
be done with a user having administration rights.
Appendix A.1 Detail
1 Launch the [Control Panel].
2 Click "Windows Security Center", and click "Windows Firewall".
3 Select the "General" tab, select "Off”, and then click "OK".
Figure App.A-0-1

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Exaquantum Installation Guide App.B-1

Appendix B. DCOM Permissions Changes (Legacy Model)

Appendix B.1 Connection failures
The detail in this section only applies to users who are experiencing complete connection
failures, in one or both of the following areas:
 OPC communication
 Exaquantum Client communication
These changes only apply to Exaquantum Server, Web Server, Combined Server, and
Exaquantum Client Installations on all operating systems
The “Everyone” group needs to be given Local and Remote Launch and Access.
Appendix B.2 Detail
Run the “dcomcnfg” utility:
Launch the Run dialog and type “dcomcnfg” in the “open” field, and then click OK.
Figure App.B-0-1

From the Component Services window, expand [Console Root] – [Component Services] –
[Computers]. Then right click on [My Computer], and select “Properties”.

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App.B-2 Appendix B DCOM Permissions Changes (Legacy Model)

Figure App.B-0-2

On the COM Security tab, click “Edit Default” in the “Access Permissions” frame.
Figure App.B-0-3

Click the Add button to display the "Select Users or Groups" dialog, and then click
Advanced.

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Exaquantum Installation Guide App.B-3

Click Find Now in the “Select Users or Groups” dialog, select "Everyone" from the list of
users and groups and click OK.
Figure App.B-0-4

Click OK again in the "Select Users or Groups" dialog.

Figure App.B-0-5

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App.B-4 Appendix B DCOM Permissions Changes (Legacy Model)

For the Everyone group, check the Allow check boxes for "Local Access" and "Remote
Access", and then click OK.
Figure App.B-0-6

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Exaquantum Installation Guide App.B-5

Click Edit Default in the "Launch and Activation Permissions" frame.

Figure App.B-0-7

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App.B-6 Appendix B DCOM Permissions Changes (Legacy Model)

As before, add the Everyone group, check the Allow boxes for "Remote Launch", "Local
Activation", and "Remote Activation ", and then click OK.
Figure App.B-0-8

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Exaquantum Installation Guide App.B-7

Click “Edit Limits” in the” Launch and Activation Permissions” frame.

Figure App.B-0-9

As before, add the "Everyone" group, check the "Allow" boxes for "Remote Launch",
"Local Activation", and "Remote Activation ", and then click "OK".
Figure App.B-0-10

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App.B-8 Appendix B DCOM Permissions Changes (Legacy Model)

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Exaquantum Installation Guide App.C-1

Appendix C. DCOM Permission Setup for OPC Clients

Appendix C.1 Overview
The detail in this section only applies to standalone OPC Client installations.
The actual user account to be added varies depending on the OPC Client setup, and the IT
Security model on the Exaquantum server. However, the DCOM permissions to setup are
the same regardless of the user account required.
The User account is referred to as <New User> in this appendix.
Appendix C.2 Detail
Run the “dcomcnfg” utility:
Launch the Run dialog and type “dcomcnfg” in the “open” field, and then click OK.
Figure App.C-0-1

From the Component Services window, expand [Console Root] – [Component Services] –
[Computers]. Then right click on [My Computer], and select “Properties”.
Figure App.C-0-2

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App.C-2 Appendix C DCOM Permission Setup for OPC Clients

On the COM Security tab, click “Edit Default” in the “Access Permissions” frame.
Figure App.C-0-3

Click the Add button to display the "Select Users or Groups" dialog, and then click
Advanced.
Enter the user name, and click OK again in the "Select Users or Groups" dialog.
Figure App.C-0-4

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Exaquantum Installation Guide App.C-3

For the <New User>, check the Allow check boxes for "Local Access" and "Remote
Access", and then click OK.
Figure App.C-0-5

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App.C-4 Appendix C DCOM Permission Setup for OPC Clients

Click Edit Default in the "Launch and Activation Permissions" frame.

Figure App.C-0-6

As before, add the <New User>, check the Allow boxes for "Remote Launch", "Local
Activation", and "Remote Activation ", and then click OK.
Figure App.C-0-7

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Exaquantum Installation Guide App.C-5

Click “Edit Limits” in the” Launch and Activation Permissions” frame.

Figure App.C-0-8

As before, add the <New User>, check the "Allow" boxes for "Remote Launch", "Local
Activation", and "Remote Activation ", and then click "OK".
Figure App.C-0-9

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App.C-6 Appendix C DCOM Permission Setup for OPC Clients

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Exaquantum Installation Guide App.D-1

Appendix D. How to Start Applications and Tools

The method of starting Applications and Tools is different for different Operating Systems.
This section covers the different methods of starting Applications and Tools.
Windows 8.1, Windows Server 2012, Windows Server 2012 R2, Windows Server 2016

Action Procedure

Start an Exaquantum Hover over the lower right hotspot; select the Search
Application option. Exaquantum Applications can be located and run
from the Apps area.

Run the Windows Control Hover over the lower right hotspot; select the Start
Panel option, and run the Control Panel.

Windows 10

Action Procedure

Start an Exaquantum Exaquantum Applications can be run from the

Application Exaquantum menu; Click Start + All Programs +
Exaquantum to show the Exaquantum menu

Run the Windows Control Click Start > All Apps > Windows System > Control
Panel Panel

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