Getting started with Experion Process Knowledge System (PKS)

Experion

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Notice 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 Limited Australia.

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 2004 – Honeywell Limited Australia

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

Experion and Process Knowledge System is a trademark of Honeywell International Inc.

Other trademarks Trademarks that appear in this document are used only to the benefit of the trademark owner, with no intention of trademark infringement.

Document Release Issue Date

EP-DCSX23 210 0 November 2004

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Welcome This Getting Started with Experion guide is a roadmap to help you achieve your Experion Process Knowledge System (PKS) installation or upgrade faster and more efficiently.

How to use this guide There is an overview page for the most common installation and upgrade scenarios. Each overview page identifies the high-level steps you must complete. Most high-level steps reference a checklist in the Experion PKS Software Installation and Upgrade Guide. These checklists describe the sequence of tasks to complete.

Each overview page also contains a “References” and “Complete these forms” section.

References The “References” section on each overview page lists the documents that you need to complete the installation or upgrade. You should have these documents available before you begin.

Complete these forms The “Complete these forms” section on each overview page lists the specification forms that you must filled in for the installation or upgrade. These specification forms are located in the Experion PKS Software Installation and Upgrade Guide, and help you to gather details that you will need to enter during the installation or upgrade.

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R210 new installations Installing an Experion PKS server page 5 Installing redundant Experion PKS servers page 6 Installing Experion PKS eServer page 7 Installing Experion PKS ACE page 8 Installing Experion PKS SIM-C200 page 9 Installing Mobile Access for eServer page 10 Installing Mobile Access for Station page 11 Installing Experion PKS Console Station page 12 Installing Experion PKS Console Extension Station page 13 Installing Experion PKS Flex Station page 14

R201 on-process migration On-process migration of redundant Experion PKS R201 servers page 15

R101/R201 upgrades Upgrading an Experion PKS R201/R101 server page 16 Upgrading redundant Experion PKS R201/R101 servers page 17 Upgrading Experion PKS R201/R101 ACE page 18 Upgrading Experion PKS R201/R101 SIM-C200 page 19 Upgrading Experion PKS R201/R101 Console Stations page 20 Upgrading Experion PKS R201/R101 Flex Stations and other client applications page 21

Contents Find the overview page for your installation or upgrade.

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Installing an Experion server References • Before you begin, read the Software Change Notice

(SCN) and the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder

Complete these forms Software Installation and Upgrade Guide

• Site specification form • Server specification form • Client specification form

Step 1

Install Experion server Software Installation and Upgrade Guide: page 81 Step

2 Install Experion Console Station Software Installation and Upgrade Guide: page 109 Repeat for each Console Station required

Step 3

Install Experion Console Extension Station or Flex Station Software Installation and Upgrade Guide: page 113 Repeat for each Console Extension Station or Flex Station required

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Installing redundant Experion servers References • Before you begin, read the Software Change Notice

(SCN) and the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder

Complete these forms Software Installation and Upgrade Guide

• Site specification form • Server specification form • Client specification form

Step 1

Install Experion server A Software Installation and Upgrade Guide: page 85

Step 2

Install Experion server B Software Installation and Upgrade Guide: page 88

Step 4

Install Experion Console Station Software Installation and Upgrade Guide: page 109 Repeat for each Console Station required

Step 5

Install Experion Console Extension Station or Flex Station Software Installation and Upgrade Guide: page 113 Repeat for each Console Extension Station or Flex Station required

Step 3

Configure the servers Server and Client Configuration Guide

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Installing Experion eServer References • Before you begin, read the Software Change Notice

(SCN) and the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder

Complete these forms Software Installation and Upgrade Guide

• Site specification form • Server specification form

Step 1

Install Experion eServer Software Installation and Upgrade Guide: page 92

Step 2

Configure Experion eServer Server and Client Configuration Guide

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Installing Experion ACE References • Before you begin, read the Software Change Notice

(SCN) and the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder

Complete these forms Software Installation and Upgrade Guide

• Site specification form • Server specification form

Step 1

Install Experion ACE Software Installation and Upgrade Guide: page 95

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Installing Experion SIM-C200 References • Before you begin, read the Software Change Notice

(SCN) and the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder

Complete these forms Software Installation and Upgrade Guide

• Site specification form • Server specification form

Step 1

Install Experion SIM-C200 Software Installation and Upgrade Guide: page 99

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Installing Mobile Access for eServer Premium References • Before you begin, read the Software Change Notice

(SCN) and the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder

Complete these forms Software Installation and Upgrade Guide

• Site specification form • Server specification form • Client specification form

Step 1

Install Experion eServer Software Installation and Upgrade Guide: page 92 Step

3 Install Remote Engineering and Station Server Software Installation and Upgrade Guide: page 105

Step 2

Configure Experion eServer Server and Client Configuration Guide Step

4 Configure Mobile Station Server and Client Configuration Guide

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Installing Mobile Access for Station References • Before you begin, read the Software Change Notice

(SCN) and the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder

Complete these forms Software Installation and Upgrade Guide

• Site specification form • Server specification form • Client specification form

Step 1

Install Remote Engineering and Station Server Software Installation and Upgrade Guide: page 102

Step 2

Configure Mobile Station Server and Client Configuration Guide

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Step 1

Install Experion Console Station Software Installation and Upgrade Guide: page 109

Installing Experion Console Station References • Before you begin, read the Software Change Notice

(SCN) and the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder

Complete these forms Software Installation and Upgrade Guide

• Site specification form • Client specification form

Step 2

Configure Console Station Server and Client Configuration Guide

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Installing Experion Console Extension Station References • Before you begin, read the Software Change Notice

(SCN) and the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder

Complete these forms Software Installation and Upgrade Guide

• Site specification form • Client specification form

Step 1

Install Experion Console Extension Station Software Installation and Upgrade Guide: page 113 Step

2 Configure Console Extension Station Server and Client Configuration Guide

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Installing Experion Flex Station References • Before you begin, read the Software Change Notice

(SCN) and the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder

Complete these forms Software Installation and Upgrade Guide

• Site specification form • Client specification form

Step 1

Install Experion Flex Station Software Installation and Upgrade Guide: page 113 Step

2 Configure Flex Station Server and Client Configuration Guide

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Step 1

Prepare for on-process migration Software Installation and Upgrade Guide: page 120

On-process migration of redundant Experion R201 servers References • Before you begin, read the Software Change Notice

(SCN) and the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder

Complete these forms Software Installation and Upgrade Guide

• Site specification form • Client specification form

Step 2

Upgrade server B Software Installation and Upgrade Guide: page 123

Step 3

Migrate server B database Software Installation and Upgrade Guide: page 127

Step 6

Perform upgrade and compatibility tests Software Installation and Upgrade Guide: page 131

Step 7

Upgrade server A Software Installation and Upgrade Guide: page 134

Step 8

Complete the on-process migration Software Installation and Upgrade Guide: page 138

Step 9

Upgrade remaining stations Software Installation and Upgrade Guide: page 163 and page 118for Console Stations

Step 10

Migrate controllers Software Installation and Upgrade Guide: page 313

Step 4

Upgrade one or more client stations Software Installation and Upgrade Guide: page 163

Step 5

Upgrade one or more Console Stations, if part of the system Software Installation and Upgrade Guide: page 128

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Upgrading an Experion R101/R201 server References • Before you begin, read the Software Change Notice

(SCN) and the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder

Complete these forms Software Installation and Upgrade Guide

• Site specification form

Step 1

Upgrade the Experion server Software Installation and Upgrade Guide: page 141

Step 2

Upgrade Experion Console Station and client applications Software Installation and Upgrade Guide: page 160 Repeat for each Console Station

Step 3

Configure Console Station Server and Client Configuration Guide

Step 4

Upgrade Experion Flex Station and client applications Software Installation and Upgrade Guide: page 163 Repeat for each Flex Station

Step 5

Configure Flex Station Server and Client Configuration Guide

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Upgrading redundant Experion R101/R201 servers References • Before you begin, read the Software Change Notice

(SCN) and the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder

Complete these forms Software Installation and Upgrade Guide

• Site specification form

Step 1

Preparation tasks Software Installation and Upgrade Guide: page 145 Step

5 Upgrade Experion Console Station and client applications Software Installation and Upgrade Guide: page 160 Repeat for each Console Station

Step 6

Configure Console Station Server and Client Configuration Guide

Step 2

Upgrade server B Software Installation and Upgrade Guide: page 146

Step 3

Upgrade server A Software Installation and Upgrade Guide: page 148

Step 4

Final tasks Software Installation and Upgrade Guide: page 150

Step 7

Upgrade Experion Flex Station and client applications Software Installation and Upgrade Guide: page 163 Repeat for each Flex Station

Step 8

Configure Flex Station Server and Client Configuration Guide

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Upgrading Experion R101/R201 ACE References • Before you begin, read the Software Change Notice

(SCN) and the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder

Complete these forms Software Installation and Upgrade Guide

• Site specification form

Step 1

Upgrade Experion ACE Software Installation and Upgrade Guide: page 154

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Upgrading Experion R101/R201 SIM-C200 References • Before you begin, read the Software Change Notice

(SCN) and the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder

Complete these forms Software Installation and Upgrade Guide

• Site specification form

Step 1

Upgrade Experion SIM-C200 Software Installation and Upgrade Guide: page 157

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Upgrading Experion R201 Console Stations and client applications

References • Before you begin, read the Software Change Notice

(SCN) and the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder

Complete these forms Software Installation and Upgrade Guide

• Site specification form

Step 1

Upgrade Experion Console Station and client applications Software Installation and Upgrade Guide: page 160

Step 2

Configure Console Station Server and Client Configuration Guide

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Upgrading Experion R101/R201 Flex Stations and client applications

References • Before you begin, read the Software Change Notice

(SCN) and the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder

Complete these forms Software Installation and Upgrade Guide

• Site specification form

Step 1

Upgrade Experion Flex Station and client applications Software Installation and Upgrade Guide: page 163

Step 2

Configure Flex Station Server and Client Configuration Guide

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EP-DCSX23 November 2004 © 2004 Honeywell International Inc.