Installation GuideProficy for Manufacturing Discrete, Version 7.5

GE DigitalMarch, 2017

Installation Guide© 2017 General Electric Company.

GE, the GE Monogram, and Predix are either registered trademarks or trademarks of General Electric Company.All other trademarks are the property of their respective owners.

This documentmay contain Confidential/Proprietary information of General Electric Company and/or its suppliersor vendors. Distribution or reproduction is prohibited without permission.

THIS DOCUMENT AND ITS CONTENTS ARE PROVIDED "AS IS," WITH NO REPRESENTATION ORWARRANTIES OF ANYKIND,WHETHEREXPRESSOR IMPLIED, INCLUDINGBUTNOTLIMITEDTOWARRANTIESOFDESIGN,MERCHANTABILITY,OR FITNESS FORAPARTICULARPURPOSE. ALLOTHER LIABILITY ARISING FROMRELIANCEUPONANY INFORMATIONCONTAINED HEREIN IS EXPRESSLY DISCLAIMED.

Access to and use of the software described in this document is conditioned on acceptance of the End UserLicense Agreement and compliance with its terms.

Contents

Overview of Proficy for Manufacturing Discrete 4

Proficy for Manufacturing Discrete Overview 4

System Requirements and Compatibility 5

Hardware Requirements 5PfMD Software Requirements 6Proficy Product Compatibility Chart 6

Installing Proficy for Manufacturing Discrete 8

Installing Proficy for Manufacturing Discrete 8Upgrading to a New Version of PfMD 8Creating a User 9Creating a Proficy Workflow User Group 10

License Management 11

Manage Licenses 11

Support 12

Contact Support 12

iiiInstallation Guide

Overview of Proficy for Manufacturing Discrete

Proficy for Manufacturing Discrete OverviewProficy for Manufacturing Discrete (PfMD) is a software solution that digitizes paper-based processes inmanufacturing environments.

The application is the thick client used by administrators and factory supervisors to configure productionprocesses and requirements. PfMD is installed over the ProficyWorkflow application, and provides additionalcustomization and displays within the Workflow interface to meet complex discrete manufacturing needs.

Use PfMD to obtain the following benefits:

• Produce products faster with digitized standard operating systems.• Reduce work-in-process (WIP) inventory through better WIP visibility and management.• Achieve tighter control on quality by digitally capturing quality data, and ensuring the product is within

specification.• Streamline the supply chain by managing outsourced operations and capturing supplier quality data.• Reducewarranty costs by ensuring the product ismanufactured correctly, and compiling comprehensive

As Manufactured product records.

© 2017 General Electric Company.4

System Requirements and Compatibility

Hardware RequirementsProficy Workflow and Proficy for Manufacturing Discrete (PfMD) share the same hardware requirements,based on the system size.

The table below provides system sizing information on which to base your Proficy Workflow and PfMDhardware setup.

If you've already installed Proficy Workflow, then you have satisfied the hardware requirements for PfMDas well.

For more information on hardware requirements for Proficy Workflow, or for additional information aboutinstalling Proficy Workflow, see the Proficy Workflow Getting Started Guide.

Table 1: Hardware Requirements by System Size

Large System*Medium System*Small SystemProject Specification

2,500+500 - 2,5000 - 500EquipmentModelObjects

500,000+5,000 - 500,0000 - 5,000Equipment ModelProperties

10,000+1,000 - 10,0000 - 1,000Material Definitions

5,000+1,000 - 5,0000 - 1,000Material Lots

1,000+500 - 1,0000 - 500ProductionModelObjects

10,000+5,000 - 10,0000 - 5,000Production Variables

1,000+100 - 1,0000 - 100Number of Workflows

500+50 - 5000 - 50Running Workflows

25+5 - 250 - 5Concurrently ExecutingWorkflows**

500+50 - 5000 - 50Configured Events

100+15 - 1000 - 15Events Triggering perHour

1,000+100 - 1,0000 - 100Work Requests in System

500+25 - 5000 - 25Active Work Requests

100+25 - 1001 - 25Active Clients

32 GB16 GB8 GBRecommended ServerRAM

8 CPUs @ 3GHz4 CPUs @ 3GHz2 CPUs @ 3GHzRecommended ServerCPUs

5© 2017 General Electric Company.

*Many systems do not use all ProficyWorkflow capabilities, so someprojectsmaymatch some specificationsin the small system column with other specifications in the medium or large system column. Choose thecolumn that more closely matches the targeted system.

**Any running workflow that is waiting for user input in a task form can be considered paused and isconsidered to be a running workflow but not an executing workflow.

PfMD Software Requirements

You must comply with the following software requirements:

• You cannot operate PfMD without Proficy Workflow. For information about installing Proficy Workflow,see the Proficy Workflow Getting Started Guide.

• If you are installing the Production Manager (PM) Add-on for PfMD, Application Assembler is required.For more information about installing Application Assembler, see the Production Manager Add-OnInstallation and Configuration Guide..

• If you plan to integrate PfMD with an Enterprise Resource Planning (ERP) system, install Proficy OpenEnterprise. Formore information about installing Proficy Open Enterprise, see the Proficy Open EnterpriseGetting Started Guide.

• You must install SQL Server 2012.• If you are using SharePoint as your document repository, PfMD requires Microsoft SharePoint Services

2010 or 2013.

Proficy Product Compatibility ChartUse the chart below to identify the compatible versions of the Proficy products you are installing.

You must install Proficy Workflow and Proficy Open Enterprise (if you are integrating with your ERP system)before you install PfMD.

Proficy Open EnterpriseProficy WorkflowPfMD

2.22.5 SP27.5

2.22.5 SIM87.0 SP6

2.22.5 SIM87.0 SP5

2.22.5 SIM37.0 SP4

2.22.5 SIM37.0 SP3

2.22.5 SIM37.0 SP2

2.22.5 SIM37.0

2.22.2 SP1 SIM46.3 SP3

2.22.2 SP16.3 SP2

2.22.2 SP16.3 SP1

2.22.26.3

© 2017 General Electric Company.6

Proficy Open EnterpriseProficy WorkflowPfMD

1.62.16.2

Note: Proficy Open Enterprise 1.6, which is used with PfMD 6.2, can be run only with the 32-bit versionof ProficyWorkflow 2.1. However, the 32-bit version of ProficyWorkflow 2.1 can be installed on a 64-bitmachine. Formore information, see the Architecture Considerations topic in theProficyWorkflowGettingStarted Guide.

7© 2017 General Electric Company.

Installing Proficy for Manufacturing Discrete

Installing Proficy for Manufacturing Discrete

Before installing PfMD, confirm that all prerequisites and requirements are met, including the installationand configuration of a compatible version of Proficy Workflow. For information, see PfMD Prerequisites andRequirementsBefore you begin your PfMD installation, use the information in this section to identify systemsetup needs..

1. Place the product DVD in the DVD drive. If you have Autoplay enabled, the installation launcher splashscreen appears. If the splash screen does not appear, run theSetup.exe file stored in the root directoryof the DVD.

2. Click Install PfM Discrete.The License Agreement page appears.

3. Review the license agreement, then select the I accept the terms in the License Agreement check box.4. Click Install.

A message box appears, indicating that the Proficy services must be stopped and started.5. Click Yes to stop and start Proficy services.

The Configure Site tool appears after the process completes. Completion may take a few minutes.6. Under Disabled Product Options, ensure the Essential check box is selected for PfMD, and then click

Enable.The PfMDproduct option ismoved to the area underApplication Server Instances and Enabled ProductOptions.

7. To move the PfMD product option to the appropriate server, click theMove Up orMove Down button.8. Click Save.9. Click Exit. The site deployment information is updated.10. Click Finish.11. When the installation is complete, click Exit.

If you're using PMAdd-On, install Application Assembler. If you're connecting PfMD to an Enterprise ResourcePlanning (ERP) System, install Proficy Open Enterprise.

For more information on installing Application Assembler, see the Application Assembler installationdocumentation. Formore informationabout installing ProficyOpen Enterprise, see theProficyOpen EnterpriseGetting Started Guide.

Upgrading to a New Version of PfMD

Use the procedures below to upgrade to Proficy Connect 2.5 SP2 and PfMD 7.5.

Important: In PfMD 7.5, a new extension point is added that supports updates to "in progress" shoporders. To enable this feature, select the default extension for the Update Shop Order extension pointon the Custom Logic tab of the PfMD Configuration Editor.

1. If you are upgrading from PfMD 7.0 (SPx):

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Install Proficy Workflow Connect 2.5 SP2.a)b) Install PFMD 7.5.

You can install both software applications over the existing installations (in-place upgrade).

2. If you are upgrading from earlier versions of PfMD (6.x):a) Install Proficy Workflow Connect 2.5 SP2.

Once the install is complete, your Proficy Server will fail to start. This is expected due to databaseincompatibilities with Connect 2.5 and PfMD 6.x. These incompatibilities are resolved once PfMD 7.5is installed.

b) Uninstall PfMD 6.x.Your existing data will not be removed from the database during an uninstall.

c) Install PfMD 7.5.The upgrade to 7.5 migrates your database to a version that is compatible with Connect 2.5, so yourProficy server should start.

Creating a User

1. Select the Navigate tab, then click Personnel.

2. Under Folders, select People.3. Click Add User.4. Enter a name and optional description, then click OK.5. From the Displays panel, click Production Management > S95 Model Editor.6. Select the Details tab, and in the Full Name field, enter a name for the user, then click Create Account.7. Under Credentials, do the following:

• Enter a login name.• Enter and confirm a password.• Enter the user email.• Click Save in the upper right corner.

Your user is created and appears in the user list at the top of the screen.

9© 2017 General Electric Company.

Creating a Proficy Workflow User Group

You must create personnel groups for both Quality Operators and Repair Operators.

1. In the Proficy Workflow navigator, click Personnel.2. In the Folders list, select Groups, and then click Add Group.3. Enter a name and optional description, then click OK.4. From the Displays panel, click Security Configuration > Security Editor.5. Click the Proficy Users tab, then click Add/Remove Members.6. From the available member list, select the users to add to the group, then click the right arrow.7. Click OK to close the dialog box, and then click Save.

© 2017 General Electric Company.10

License Management

Manage LicensesProficy License Manager provides a single, easy-to-use tool to both view and manage online softwarelicensing.

Proficy Licensing is the software package required to work with Advantage Licenses or M4/Pro HardwareKeys. It includes the Licensing Server install and Proficy Client install which contains License Manager, theLicense Server Configuration Tool, background licensing services, and License Documentation.

For more information about licensing, see http://support.ge-ip.com/licensing.

• To install Proficy Licensing, follow the instructions available here: http://support.ge-ip.com/licensing• For more information about viewing, activating, or managing licenses, see the Proficy License Manager

documentation available in the product.To access the Proficy LicenseManager help onWindows, navigate to Start>Programs>ProficyCommon> License Documentation.

11© 2017 General Electric Company.

Support

Contact SupportIf you have technical problems that cannot be resolved with the information in this guide, please contactus by telephone or e-mail, or on the web.

If you purchased this product through an Authorized Channel Partner, please contact the seller directly.

Table 2: General Contact Information

http://www.ge-ip.com/supportOnline technical support & GlobalCare

doc@ge.comDocumentation feedback

http://www.ge-ip.comAdditional information

solutionprovider.ip@ge.comSolution provider

authorization.ip@ge.comAuthorization

Technical Support

Table 3: Technical Support - Americas

http://www.ge-ip.com/supportOnline technical support

1-800-433-2682Telephone

1-780-420-2010 if the 800 option is not availableInternational Americas direct dial

support.ip@ge.comTechnical support e-mail

customercare.ip@ge.comCustomer care e-mail

insidesales.ip@ge.comInside sales

EnglishPrimary language of support

Table 4: Technical Support - Europe, Middle East, and Africa

http://www.ge-ip.com/supportOnline technical support

+800 1-433-2682Telephone

+420 239015850 if the 800 option is not available inyour country, or if dialing from a mobile telephone

support.emea.ip@ge.comTechnical support e-mail

customercare.emea.ip@ge.comCustomer care e-mail

insidesales.emea.ip@ge.comInside sales

English, French, German, Italian, Czech, SpanishPrimary language(s) of support

© 2017 General Electric Company.12

Table 5: Technical Support - Asia Pacific

http://www.ge-ip.com/supportOnline technical support & GlobalCare

+86-400-820-8208Telephone

+86-21-3877-7006 (India, Indonesia, and Pakistan)

support.cn.ip@ge.com (China)Technical support e-mail

support.jp.ip@ge.com (Japan)

support.in.ip@ge.com (Other Asian locales)

customercare.apo.ip@ge.comCustomer care e-mail

customercare.cn.ip@ge.com (China)

13© 2017 General Electric Company.