Getting started with Experion PKS
Experion PKS® Process Knowledge System™
Document
Release
Issue
Date
EP-DCSX22
201
1
March 2004
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 Experion PKS®, PlantScape®, SafeBrowse®, TotalPlant®, and TDC 3000® are U.S. registered trademarks of Honeywell International Inc. 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.
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Welcome This Getting Started with Experion PKS guide is a roadmap to help you achieve your Experion 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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Contents Find the overview page for your installation or upgrade.
New installations Installing an Experion PKS server Installing redundant Experion PKS servers Installing Experion PKS eServer Installing Experion PKS ACE Installing Experion PKS SIM-C200 Installing Mobile Access for eServer Installing Mobile Access for Station Installing Experion PKS Console Station Installing Experion PKS Flex Station
page 6 page 7 page 8 page 9 page 10 page 11 page 12 page 13 page 14
R101 on-process migration On-process migration of redundant Experion PKS R200 and R101 servers
page 15
R200 upgrades Upgrading an Experion PKS R200 server Upgrading redundant Experion PKS R200 servers Upgrading Experion PKS R200 ACE Upgrading Experion PKS R200 SIM-C200 Upgrading Experion PKS R200 Console Stations Upgrading Experion PKS R200 Flex Stations and other client applications
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page 16 page 17 page 18 page 19 page 20 page 21
Contents (continued)
R101 upgrades Upgrading an Experion PKS R101 server Upgrading redundant Experion PKS R101 servers Upgrading Experion PKS R101 ACE Upgrading Experion PKS R101 SCE Upgrading Experion PKS R101 client applications
page 22 page 23 page 24 page 25 page 26
PlantScape R500.1 upgrades Upgrading a PlantScape R500.1 server to a new computer Upgrading redundant PlantScape R500.1 servers to new computers Upgrading a PlantScape R500.1 server on the existing computer Upgrading redundant PlantScape R500.1 servers on existing computers Upgrading PlantScape R500.1 ACE Upgrading PlantScape R500.1 SCE Upgrading PlantScape client applications
page 27 page 28 page 29 page 30 page 31 page 32 page 33
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Installing an Experion PKS server
Installing an Experion PKS server References
• Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Step 1
Install Experion PKS server Software Installation and Upgrade Guide: page 79
Complete these forms Software Installation and Upgrade Guide
• Site specification form • Server specification form • Client specification form
Step 2
Install Experion PKS Console Station Software Installation and Upgrade Guide: page 98
Repeat for each Console Station required
Step 3
Install Experion PKS Flex Station Software Installation and Upgrade Guide: page 101
Repeat for each Flex Station required
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Installing redundant Experion PKS servers
Installing redundant Experion PKS servers References
• Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Step 1
Install Experion PKS server A Software Installation and Upgrade Guide: page 82
Complete these forms Software Installation and Upgrade Guide
• Site specification form • Server specification form • Client specification form
Step 4
Install Experion PKS Console Station Software Installation and Upgrade Guide: page 98
Repeat for each Console Station required
Step 2
Install Experion PKS server B Software Installation and Upgrade Guide: page 84
Step 5
Install Experion PKS Flex Station Software Installation and Upgrade Guide: page 101
Repeat for each Flex Station required
Step 3
Configure the servers Server and Client Configuration Guide
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Installing Experion PKS eServer
Installing Experion PKS eServer References
• Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Step 1
8
Install Experion PKS eServer Software Installation and Upgrade Guide: page 88
Complete these forms Software Installation and Upgrade Guide
• Site specification form • Server specification form
Step 2
Configure Experion PKS eServer Server and Client Configuration Guide
Installing Experion PKS ACE
Installing Experion PKS ACE References
• Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Step 1
Complete these forms Software Installation and Upgrade Guide
• Site specification form • Server specification form
Install Experion PKS ACE Software Installation and Upgrade Guide: page 90
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Installing Experion PKS SIM-C200
Installing Experion PKS SIM-C200 References
• Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Step 1
10
Complete these forms Software Installation and Upgrade Guide
• Site specification form • Server specification form
Install Experion PKS SIM-C200 Software Installation and Upgrade Guide: page 93
Installing Mobile Access for eServer
Installing Mobile Access for eServer References
• Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Step 1
Install Experion PKS eServer
Step 2
Configure Experion PKS eServer
Software Installation and Upgrade Guide: page 88
Server and Client Configuration Guide
Complete these forms Software Installation and Upgrade Guide
• Site specification form • Server specification form • Client specification form
Step 3
Install Mobile Station Server
Step 4
Configure Mobile Station PKS
Software Installation and Upgrade Guide: page 95
Server and Client Configuration Guide
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Installing Mobile Access for Station
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
Step 1
12
Install Mobile Station Server Software Installation and Upgrade Guide: page 95
Complete these forms Software Installation and Upgrade Guide
• Site specification form • Server specification form • Client specification form
Step 2
Configure Mobile Station PKS Server and Client Configuration Guide
Installing Experion PKS Console Station
Installing Experion PKS Console Station References
• Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Step 1
Install Experion PKS Console Station Software Installation and Upgrade Guide: page 98
Complete these forms Software Installation and Upgrade Guide
• Site specification form • Client specification form
Step 2
Configure Console Station Server and Client Configuration Guide
13
Installing Experion PKS Flex Station
Installing Experion PKS Flex Station References
• Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Step 1
14
Install Experion PKS Flex Station Software Installation and Upgrade Guide: page 101
Complete these forms Software Installation and Upgrade Guide
• Site specification form • Client specification form
Step 2
Configure Flex Station Server and Client Configuration Guide
On-process migration of redundant Experion PKS R200 and R101 servers
On-process migration of redundant Experion PKS R200 and R101 servers References
• Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Step 1
Prepare for on-process migration
Step 2
Upgrade server B
Step 3
Migrate server B database
Step 4
Upgrade one or more client stations
Step 5
R200 upgrades: upgrade one or more Console Stations, if part of the system
Software Installation and Upgrade Guide: page 108
Software Installation and Upgrade Guide: page 110
Software Installation and Upgrade Guide: page 113
Software Installation and Upgrade Guide: page 164
Software Installation and Upgrade Guide: page 114
Complete these forms Software Installation and Upgrade Guide
• Site specification form • Client specification form
Step 6
Perform upgrade and compatibility tests
Step 7
Upgrade server A
Step 8
Complete the on-process migration
Step 9
Upgrade remaining stations
Step 10
Migrate controllers
Software Installation and Upgrade Guide: page 117
Software Installation and Upgrade Guide: page 119
Software Installation and Upgrade Guide: page 122
Software Installation and Upgrade Guide: page 164 and page 114 for Console Stations
Software Installation and Upgrade Guide: page 325
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Upgrading an Experion PKS R200 server
Upgrading an Experion PKS R200 server References
• Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Step 1
Upgrade the Experion PKS server Software Installation and Upgrade Guide: page 125
Complete these forms Software Installation and Upgrade Guide
• Site specification form
Step 2
Upgrade Experion PKS Console Station and other client applications Software Installation and Upgrade Guide: page 141
Repeat for each Console Station
Step 3
Configure Console Station
Step 4
Upgrade Experion PKS Flex Station and other client applications
Server and Client Configuration Guide
Software Installation and Upgrade Guide: page 144
Repeat for each Flex Station
Step 5 16
Configure Flex Station Server and Client Configuration Guide
Upgrading redundant Experion PKS R200 servers
Upgrading redundant Experion PKS R200 servers References
• Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Step 1
Prepare for the upgrade Software Installation and Upgrade Guide: page 129
Complete these forms Software Installation and Upgrade Guide
• Site specification form
Step 5
Upgrade Experion PKS Console Station and other client applications Software Installation and Upgrade Guide: page 141
Repeat for each Console Station
Step 2 Step 3
Step 4
Upgrade server B Software Installation and Upgrade Guide: page 130
Step 6
Configure Console Station
Step 7
Upgrade Experion PKS Flex Station and other client applications
Server and Client Configuration Guide
Upgrade server A Software Installation and Upgrade Guide: page 132
Software Installation and Upgrade Guide: page 144
Repeat for each Flex Station
Complete the upgrade Software Installation and Upgrade Guide: page 133
Step 8
Configure Flex Station Server and Client Configuration Guide
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Upgrading Experion PKS R200 ACE
Upgrading Experion PKS R200 ACE References
• Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Step 1
18
Complete these forms Software Installation and Upgrade Guide
• Site specification form
Upgrade Experion PKS R200 ACE Software Installation and Upgrade Guide: page 135
Upgrading Experion PKS R200 SIM-C200
Upgrading Experion PKS R200 SIM-C200 References
• Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Step 1
Complete these forms Software Installation and Upgrade Guide
• Site specification form
Upgrade Experion PKS R200 SIM-C200 Software Installation and Upgrade Guide: page 138
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Upgrading Experion PKS R200 Console Stations and client applications
Upgrading Experion PKS R200 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
Step 1
20
Upgrade Experion PKS Console Station and client applications Software Installation and Upgrade Guide: page 141
Complete these forms Software Installation and Upgrade Guide
• Site specification form
Step 2
Configure Console Station Server and Client Configuration Guide
Upgrading Experion PKS R200 Flex Stations and client applications
Upgrading Experion PKS R200 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
Step 1
Upgrade Experion PKS Flex Station and client applications Software Installation and Upgrade Guide: page 144
Complete these forms Software Installation and Upgrade Guide
• Site specification form
Step 2
Configure Flex Station Server and Client Configuration Guide
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Upgrading an Experion PKS R101 server
Upgrading an Experion PKS R101 server References
• Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Step 1
Upgrade the Experion PKS server Software Installation and Upgrade Guide: page 148
Complete these forms Software Installation and Upgrade Guide
• Site specification form
Step 2
Upgrade Experion PKS client applications Software Installation and Upgrade Guide: page 164
Repeat for each client computer
Step 3
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Configure Flex Station Server and Client Configuration Guide
Upgrading redundant Experion PKS R101 servers
Upgrading redundant Experion PKS R101 servers References
• Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Step 1
Prepare for the upgrade Software Installation and Upgrade Guide: page 152
Complete these forms Software Installation and Upgrade Guide
• Site specification form
Step 5
Upgrade Experion PKS client applications Software Installation and Upgrade Guide: page 164
Repeat for each client computer
Step 2
Upgrade server B Software Installation and Upgrade Guide: page 153
Step 6
Step 3
Upgrade server A
Step 4
Complete the upgrade
Configure Flex Station Server and Client Configuration Guide
Software Installation and Upgrade Guide: page 155
Software Installation and Upgrade Guide: page 156
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Upgrading Experion PKS R101 ACE
Upgrading Experion PKS R101 ACE References
• Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Step 1
24
Complete these forms Software Installation and Upgrade Guide
• Site specification form
Upgrade Experion PKS R101 ACE Software Installation and Upgrade Guide: page 158
Upgrading Experion PKS R101 SCE
Upgrading Experion PKS R101 SCE References
• Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Step 1
Complete these forms Software Installation and Upgrade Guide
• Site specification form
Upgrade Experion PKS R101 SCE Software Installation and Upgrade Guide: page 161
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Upgrading Experion PKS R101 client applications
Upgrading Experion PKS R101 client applications References
• Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Step 1
26
Upgrade Experion PKS client applications Software Installation and Upgrade Guide: page 164
Complete these forms Software Installation and Upgrade Guide
• Site specification form
Step 2
Configure Flex Station Server and Client Configuration Guide
Upgrading a PlantScape R500.1 server to a new computer
Upgrading a PlantScape R500.1 server to a new computer References
• Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Step 1
Install Experion PKS server Software Installation and Upgrade Guide: page 79
Complete these forms Software Installation and Upgrade Guide
• Site specification form
Step 3
Upgrade PlantScape client applications Software Installation and Upgrade Guide: page 189
Repeat for each client computer
Step 2
Upgrade from PlantScape R500.1 on a new computer Software Installation and Upgrade Guide: page 167
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Upgrading redundant PlantScape R500.1 servers to new computers
Upgrading redundant PlantScape R500.1 servers to new computers References
• Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Step 1
Install Experion PKS server A Software Installation and Upgrade Guide: page 82
Complete these forms Software Installation and Upgrade Guide
• Site specification form
Step 5
Upgrade PlantScape client applications Software Installation and Upgrade Guide: page 189
Repeat for each client computer
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Step 2
Install Experion PKS server B
Step 3
Configure the servers
Step 4
Upgrade from PlantScape R500.1
Software Installation and Upgrade Guide: page 84
Server and Client Configuration Guide
Software Installation and Upgrade Guide: page 167
Upgrading a PlantScape R500.1 server on the existing computer
Upgrading a PlantScape R500.1 server on the existing computer References
• Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Step 1
Upgrade a PlantScape R500.1 server Software Installation and Upgrade Guide: page 172
Complete these forms Software Installation and Upgrade Guide
• Site specification form
Step 2
Upgrade PlantScape client applications Software Installation and Upgrade Guide: page 189
Repeat for each client computer
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Upgrading redundant PlantScape R500.1 servers on existing computers
Upgrading redundant PlantScape R500.1 servers on existing computers References
• Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Step 1
Prepare for the upgrade Software Installation and Upgrade Guide: page 176
Complete these forms Software Installation and Upgrade Guide
• Site specification form
Step 5
Upgrade PlantScape client applications Software Installation and Upgrade Guide: page 189
Repeat for each client computer
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Step 2
Upgrade server B
Step 3
Upgrade server A
Step 4
Complete the upgrade
Software Installation and Upgrade Guide: page 177
Software Installation and Upgrade Guide: page 179
Software Installation and Upgrade Guide: page 181
Upgrading PlantScape R500.1 ACE
Upgrading PlantScape R500.1 ACE References
• Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Step 1
Complete these forms Software Installation and Upgrade Guide
• Site specification form
Upgrade PlantScape R500.1 ACE Software Installation and Upgrade Guide: page 183
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Upgrading PlantScape R500.1 SCE
Upgrading PlantScape R500.1 SCE References
• Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Step 1
32
Complete these forms Software Installation and Upgrade Guide
• Site specification form
Upgrade PlantScape R500.1 SCE Software Installation and Upgrade Guide: page 186
Upgrading PlantScape client applications
Upgrading PlantScape client applications References
• Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Step 1
Complete these forms Software Installation and Upgrade Guide
• Site specification form
Upgrade PlantScape client applications Software Installation and Upgrade Guide: page 189
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