Getting Started With Experion Software Guide EPDOC-X112-En-431
Getting Started With Experion Software Guide EPDOC-X112-En-431
EPDOC-X112-en-431A
February 2015
Release 431
Document Release Issue Date
EPDOC-X112-en-431A 431 0 February 2015
Disclaimer
This document contains Honeywell proprietary information. Information contained herein is to be used solely
for the purpose submitted, and no part of this document or its contents shall be reproduced, published, or
disclosed to a third party without the express permission of Honeywell International Sàrl.
While this information is presented in good faith and believed to be accurate, Honeywell disclaims the implied
warranties of merchantability and fitness for a purpose and makes no express warranties except as may be stated
in its written agreement with and for its customer.
In no event is Honeywell liable to anyone for any direct, special, or consequential damages. The information
and specifications in this document are subject to change without notice.
Copyright 2015 - Honeywell International Sàrl
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Contents
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CONTENTS
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1 About this guide
This document provides an overview of the installation and migration tasks for Experion software. It describes
the supported installation scenarios and how to get started with each scenario. In addition, it mentions the tasks
that must be performed for migrating to Experion.
The following table describes the possible scenarios, and the action to be performed for installing/migrating to
Experion.
What do you want to do? Action
Installation 1. Gather the required documents, which can be accessed or printed from the PDF
collection.
2. Perform the preparation tasks mentioned in the Starting an Experion installation
section.
3. Understand the installation scenarios mentioned in the Understanding the different
installation methods section.
4. Complete the appropriate installation procedure mentioned in the Software Installation
User's Guide (SIUG).
Complete a factory Complete the configuration procedures mentioned in the Configuring Experion nodes after
installation factory mode installation section.
Migration 1. Gather the required documents, which can be accessed or printed from the PDF
collection and identify the supported migration scenarios.
2. Understand the migration scenarios and the supported migration paths mentioned in the
Migration Planning Guide.
3. Refer to the appropriate set of migration documents.
Depending on the migration path, the migration guides are classified into Scenario-specific
and Site-specific migration guides.
Revision history
Version Date Description
A February 2015 Initial release
Related topics
“Intended audience” on page 6
“About HPS Support Website” on page 7
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1 ABOUT THIS GUIDE
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1 ABOUT THIS GUIDE
Attention
• You must access the Honeywell Process Solutions website from a secured computer, rather than from a node
within your Experion system.
• To access zip file, save the file in the local drive and then open.
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1 ABOUT THIS GUIDE
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2 About Experion documentation and media
Related topics
“Experion documentation” on page 10
“Experion media” on page 11
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2 ABOUT EXPERION DOCUMENTATION AND MEDIA
PDF Collection
In the PDF Collection, you can search and view the Experion documentation in PDF format. The PDF
Collection contains all Experion documents, including installation, migration, and SCN documents.
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2 ABOUT EXPERION DOCUMENTATION AND MEDIA
Attention
Ensure that you take the following precautions while using the media.
• Do not scratch the surface of the media.
• Do not place the media on any surface other than the media drive or its original package.
• Avoid finger prints on the media by not touching the recorded surface.
• Hold the media by the edges only.
• Place the media back in its packaging when not in the CD/DVD ROM drive.
To install Experion, you may require one or more of the following media.
In addition to the above media , you may also require the following media during Experion migration.
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2 ABOUT EXPERION DOCUMENTATION AND MEDIA
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3 Getting started with Experion installation or
migration
Related topics
“Starting an Experion installation” on page 14
“Starting an Experion migration” on page 23
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3 GETTING STARTED WITH EXPERION INSTALLATION OR MIGRATION
Related topics
“Installing Experion using an Experion Software Installation Server (ESIS)” on page 15
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3 GETTING STARTED WITH EXPERION INSTALLATION OR MIGRATION
“Installing Experion using the Experion PKS System Initialization media” on page 16
“Experion installation without the Experion PKS System Initialization media” on page 19
“Experion installation using Installation Builder” on page 20
Attention
• You can create an ESIS repository on a local hard disk that can be accessed using a network share.
• For setting up an ESIS repository, the minimum space required on the ESIS server is 33 GB.
Tip
Depending upon your preferences for ESIS setup, the minimum size required for ESIS setup varies.
• You must have .Net Framework 2.0 or higher version installed on your computer for creating an ESIS repository.
• You can create the ESIS repository on the following operating systems.
– Microsoft Windows XP (32-bit) (Service Pack 2 or above)
– Microsoft Windows 7 Professional (32-bit)
– Microsoft Windows 7 Professional (64-bit)
– Microsoft Windows Server 2003 (32-bit) (Service Pack 1 or above)
– Microsoft Windows Server 2008 R2 (32-bit)
– Microsoft Windows Server 2008 R2 Standard (64–bit)
• The ESIS and Experion Migration Storage Node (EMSN) can be hosted on the same server. When hosted on the
same node, while connecting to EMSN or ESIS, ensure to use the same account (with same permission) during
migration.
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3 GETTING STARTED WITH EXPERION INSTALLATION OR MIGRATION
Software Installation
User’s Guide
Install additional hardware “Preparing for an Experion
installation”
Integrated Experion
ES-T , ESVT, & ACE- T TPS Nodes User’s
nodes only Guide
Complete the Integrated “Prepare TPN/LCN for
Experion TPS pre - installation Integrated Experion/TPS
tasks. Nodes”
Do you want to
install Experion on
No Do you want to No Do you want to
install Experion install Experion on
Install Experion a computer with a
and reinstalled the a "bare metal"
pre-installed
operating system computer?
operating system ?
3.1.2 Installing Experion using the Experion PKS System Initialization media
Workflow for installing Experion using the Experion PKS System Initialization media
• Required media
– Experion PKS Installation media
– Experion PKS System Initialization media
– Experion PKS System Initialization Updates media
– Experion PKS Support Software media
–
– If you are licensed for CAB Developer, you require the following Experion media:
– Microsoft Visual Studio CAB Developer media (optional, required only if CAB is selected)
– Microsoft Visual Studio CAB Developer Professional MSDN Library media (optional, required only
if CAB is selected)
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3 GETTING STARTED WITH EXPERION INSTALLATION OR MIGRATION
• Optional media
– Experion Support and Maintenance media
• Required manuals
– Software Installation User’s Guide (SIUG)
– If you are installing integrated Experion TPS nodes, you require the Integrated Experion-TPS User's
Guide
Software Installation
User’s Guide
Install additional hardware “Preparing for an Experion
installation”
Integrated Experion
ES-T , ESVT, & ACE- T TPS Nodes User’s
nodes only Guide
“Prepare TPN/LCN for
Complete the Integrated Integrated Experion TPS
Experion/TPS. pre- Nodes”
installation tasks
Do you want to
Software Installation install Experion on
No Do you want to No Do you want to
install Experion install Experion on
User’s Guide a computer with a
and reinstalled the a "bare metal"
pre-installed
operating system computer?
Install Experion “Alternative scenarios” operating system
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3 GETTING STARTED WITH EXPERION INSTALLATION OR MIGRATION
– Microsoft Visual Studio CAB Developer Professional MSDN Library media (optional, required only
if CAB is selected)
• Required manuals
– Software Installation User’s Guide (SIUG)
– If you are installing integrated Experion TPS nodes, you require the Integrated Experion-TPS User's
Guide
Software Installation
Set up an Experion User’s Guide
Software Installation “Setting up the ESIS
Server (ESIS) repository”
Software Installation
User’s Guide
Install additional hardware “Preparing for an Experion
installation”
Integrated Experion
ES-T, ESVT, & ACE-T TPS Nodes User’s
nodes only Guide
Complete the Integrated “Prepare TPN/LCN for
Experion TPS pre-installation Integrated Experion-TPS
tasks. Nodes”
Do you want to
install Experion on
No Do you want to
Install Experion a computer with a pre- install Experion where
installed operating operating system exists?
system?
Yes Yes
Yes Yes
Software Installation
User’s Guide
“Installing Experion on
Honeywell-qualified
platforms – Proceeding with
Experion installation using
ESIS”
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3 GETTING STARTED WITH EXPERION INSTALLATION OR MIGRATION
Software Installation
User’s Guide
Install additional hardware “Preparing for an Experion
installation”
Software Installation
User’s Guide
Prepare for Experion “Installing Experion on non-
Honeywell-qualified Dell
installation platforms – Preparing for
an Experion installation”
Do you want to
No Do you want to
No
Do you want to
Install Experion install Experion from a install Experion from a
install Experion using DVD
ESIS-based USB-drive ESIS-based network share
Software Installation
User’s Guide
Experion post-installation
“Post-installation tasks”
tasks
3.1.3 Experion installation without the Experion PKS System Initialization media
Workflow for installing Experion without the Experion PKS System Initialization media
• Required media
– Experion PKS Installation media
– Experion PKS Support Software media
–
– If you are licensed for CAB Developer, you will also need the following Experion media:
– Microsoft Visual Studio for CAB Developer media. (optional, required only if CAB is selected).
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3 GETTING STARTED WITH EXPERION INSTALLATION OR MIGRATION
– Microsoft Visual Studio CAB Developer Professional MSDN Library media (optional, required only
if CAB is selected)
• Optional media
– Experion Support and Maintenance media
• Required manuals
– Software Installation User’s Guide (SIUG)
– If you are installing integrated Experion TPS nodes, you will also need the Integrated Experion-TPS
User's Guide
Software Installation
User’s Guide
Install additional hardware
“Preparing for an Experion
installation
Integrated Experion
ES-T , ESVT, & ACE- T TPS Nodes User’s
nodes only Guide
“Prepare TPN/ LCN for
Complete the Integrated Integrated Experion
- TPS
Experion TPS pre-installation
. Nodes”
tasks
Software Installation
User’s Guide
Install Experion “Installing Experion on
non-Honeywell-qualified
Dell platforms”
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3 GETTING STARTED WITH EXPERION INSTALLATION OR MIGRATION
• Optional media
– Experion Support and Maintenance media
• Required manuals
– Software Installation User’s Guide (SIUG)
– Installation Builder User’s Guide
Installation Builder
User’s Guide
Set up a Network
“Create site network
Definition definition”
Installation Builder
User’s Guide
Create Installation files “Creating installation files”
No Do you want to
Do you want to install Experion using
Install Experion install Experion from ESIS Experion PKS System
Initialization media?
Yes Yes
Browse to the
Start ESIS installation
configuration files, and
wizard. Run Setup.exe
select UIInfo.xml
Yes Yes
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3 GETTING STARTED WITH EXPERION INSTALLATION OR MIGRATION
• Installation checklists.
• Commission
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3 GETTING STARTED WITH EXPERION INSTALLATION OR MIGRATION
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4 Configuring Experion nodes after factory installation
Perform this procedure on Honeywell-qualified platforms, with operating system installed and Experion
software installed from Honeywell factory mode.
Attention
You must configure the Experion nodes when you receive the machines from the factory and before using the
Experion software.
1 Log on to the system where Experion server/Console node is installed in factory mode.
The Welcome to System Preparation Tool dialog box is displayed.
2 Click Next.
The Experion PKS End User License Agreement (EULA) dialog box is displayed.
3 Select I accept the terms in the License agreement and click Next.
The Enter Details dialog box is displayed.
4 Specify the Computer Name, Customer Name, Company Name, Server Name, User Name and
Password.
• In the User Name field, specify the user name to log in to the machine after configuration.
• In the Password and Confirm Password fields, specify the password to log in to the machine after
configuration.
• Computer Name field appears for the following Experion nodes.
– Server (ESV)
– Application Control Environment (ACE)
– Simulation Environments Console Station (ES-C)
– Console Extension Station (ES-CE)
– Flex Station (ES-F)
• The Server Name field appears for the following Experion nodes.
– Application Control Environment (ACE)
– Simulation Environments Console Station (ES-C)
– Experion Hiway Gateway (EHG)
Attention
Ensure that you specify the same Computer Name in tools/procedures as specified during the Experion node
configuration (after factory mode installation).
For example, if you have specified the Computer Name as DEMOSystem during Experion node configuration,
use the same name in tools/procedures. If you give demoSystem in any of the tools/procedures, they fail to execute.
5 Click Next.
The System Restore dialog box is displayed.
6 Click Start.
The system preparation process begins and system restarts automatically after sometime. After restart, the
System Restore dialog box is displayed, displaying the progress of the system restore.
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4 CONFIGURING EXPERION NODES AFTER FACTORY INSTALLATION
7 After the system preparation process is complete, the System Preparation Tool dialog box is displayed with
the message, System Restore has finished successfully. Click OK to reboot the machine.
8 Click OK.
The system restarts automatically. The Experion server/Console node configuration is complete.
9 Log on to the system using User Name provided in the Enter Details dialog box.
10 Set the Password Never expires option for user name by perform the following procedure.
a Choose Control Panel > Administrative Tools > Computer Management.
The Computer Management window is displayed.
b In the left pane, choose Local Users and Groups > Users.
The list of users are displayed in the right pane.
c Select the user specified in the Enter Details dialog box.
d Right-click the user and choose Properties.
The Properties dialog box is displayed.
e In the General tab, select the Password never expires checkbox.
f Click OK to exit the Properties dialog box.
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5 Additional information
Related topics
“Overview of Experion Control Networks” on page 28
“Experion installation feature bundles” on page 29
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5 ADDITIONAL INFORMATION
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5 ADDITIONAL INFORMATION
Server (ESV)
The Experion server is the core component of the Experion Process Control System, and runs the Experion
database, software and utilities. It provides direct communication links to the control system (Level 1) and
coordinates the service requests from users for control data. It is the central point for communication,
management, and distribution of data.
Key roles for an Experion server
• Enables inter-site coordination through DSA (Distributed Server Architecture).
• Contains the control system’s configuration data.
• Hosts environment for Flex station access.
• Contains the configuration information for Console station.
• Provides support for Alarm and Event Management.
• Provides support for Reporting and Trend Analysis.
eServer
eServer provides access to displays and report data from Control System for users without Administrator
permissions. It provides access by communicating to the Experion servers via Distributed System Architecture.
Simulation Environments
A software-based simulation of the C300, C200E, and ACE controllers. When combined with other software,
like Shadow Plant, it allows control strategies to be tested in a simulated environment before running in
production. Examples of Experion Simulation Environment are SIM_ACE, SimCx00, and so on.
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5 ADDITIONAL INFORMATION
Collaboration Station
Collaboration Station is a type of Experion Station that can be used to gather a range of key content so that it is
easily accessible during a collaboration. This can include Experion displays, documents, websites, and other
common file types. Like eServer Premium access, Collaboration Station provides read only access to Experion
displays from the business network (level 4). Displays can be viewed with live data and alarms but users do not
have any control of the process and cannot acknowledge alarms or update process data.
Optional Features
This feature is used for installing optional or add-on features of Experion. For more information about installing
optional feature, see the Software Installation User’s Guide (SIUG). Some features require pre-installed specific
packages and may not install properly on systems without the supporting features.
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6 Notices
Trademarks
Experion®, PlantScape®, SafeBrowse®, TotalPlant®, and TDC 3000® are registered trademarks of Honeywell
International, Inc.
OneWireless™ is a trademark of Honeywell International, Inc.
Other trademarks
Microsoft and SQL Server are either registered trademarks or trademarks of Microsoft Corporation in the
United States and/or other countries.
Trademarks that appear in this document are used only to the benefit of the trademark owner, with no intention
of trademark infringement.
Third-party licenses
This product may contain or be derived from materials, including software, of third parties. The third party
materials may be subject to licenses, notices, restrictions and obligations imposed by the licensor. The licenses,
notices, restrictions and obligations, if any, may be found in the materials accompanying the product, in the
documents or files accompanying such third party materials, in a file named third_party_licenses on the media
containing the product, or at http://www.honeywell.com/ps/thirdpartylicenses.
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6 NOTICES
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6 NOTICES
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6 NOTICES
6.3 Support
For support, contact your local Honeywell Process Solutions Customer Contact Center (CCC). To find your
local CCC visit the website, https://www.honeywellprocess.com/en-US/contact-us/customer-support-contacts/
Pages/default.aspx.
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6 NOTICES
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6 NOTICES
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