Remote Automation Solutions OpenBSI Utilities Manual Manuals & Guides

s
User Manual
Document: D5081 Part: D301414X012 November 2016
OpenBSI Utilities Manual
OpenBSI Version 5.9
Remote Automa ti on Solution
www.EmersonProcess.com/Remote
Application Safety Considerations
Protecting Operating Processes
A failure of this application – for whatever reason -- may leave an operating process without appropriate protection and could result in possible damage to property or injury to persons. To protect against this, you should review the need for additional backup equipment or provide alternate means of protection (such as alarm devices, output limiting, fail-safe valves, relief valves, emergency shutoffs, emergency switches, etc.)
CAUTION
When implementing control using this product, observe best industry practices as suggested by applicable and appropriate environmental, health, and safety organizations. While this product can be used as a safety component in a system, it is NOT intended or designed to be the ONLY safety mechanism in that system.
OpenBSI Utilities Manual

Changes added in OpenBSI 5.9 Service Pack 3

Support for newer Operating Systems
In addition to Windows 7 Professional, OpenBSI 5.9 Service Pack 3 now supports Windows 10 Professional, and Server 2012.
Support has been dropped for Windows XP. References to earlier operating systems are for users with older OpenBSI versions.
See Chapter 2 for more information OpenBSI operating system compatibility.
Changes added in OpenBSI 5.9 Service Pack 1
Support for Rosemount 4088B Transmitter
OpenBSI 5.9 Service Pack 1 includes several changes to support the Rosemount 4088B transmitter in addition to the legacy Bristol 3808 transmitter:
The NetView toolbox has been modified to replace the 3808 icon with a generic “MVT” icon that encompasses both the 4088B transmitter and the legacy 3808 transmitter.
MVT icon covers the 3808 and the 4088B
Various dialog boxes throughout the OpenBSI tools suite now include 4088B as a valid node choice.
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A set of web pages for the 4088B is available at:
Start > Programs > Web Page Access > 4088B MVT Pages
TechView has been updated to support the 4088B with a specific set of configuration and calibration pages. See Chapter 10 of the TechView User’s Guide for more information.
Signal Extractor change
The Signal Extractor now includes a new output option called Create XML file for OpenEnterprise.
If you are using OpenEnterprise 3.1 (or newer) check Create XML file for OpenEnterprise to allow Signal Extractor to generate an RTU
definition for this device in XML that can be incorporated into the OE database.
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Features Added in OpenBSI 5.9:
The following items were added in OpenBSI 5.9:
Support for 64-bit Windows Operating Systems
OpenBSI now runs on both 32-bit and 64-bit versions of the Windows 7 and Windows 2008 Server operating systems. Previously, only 32-bit was supported.
See Chapter 2 for more information OpenBSI operating system compatibility.
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New Version of ControlWave Designer
OpenBSI 5.9 includes a new version of ControlWave Designer (Version
5.35). For information, see the online help within ControlWave Designer.
Variable Extension Wizard Enhancement for Variable Descriptive Text
A Store All Descriptors option has been added to take all variable descriptive text residing in the ControlWave project and add it to the INI file so the user can view it. Previously, users had to do this manually for each individual variable. See the ControlWave Designer Programmer’s Handbook (D5125) for more information.
Number of OpenBSI Networks Increased
OpenBSI 5.9 now supports up to 1,000 BSAP networks (including sub­networks). Previously the maximum number of networks was 99.
Harvester allows Pushdown Array/Archive Collection at Designated Hour
Harvester can now start historical collections of pushdown arrays and archives at a user-defined hour. Previously collections always began at midnight on the specified day. See the OpenBSI Harvester Manual (D5120) for more information.
.
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Contents

Chapter 1 – Introduction – What is OpenBSI? 1-1
1.1RTUs and NHPs ........................................................................................................................ 1-4
1.1.1Remote Terminal Units (RTUs): .................................................................................... 1-4
1.1.2Network Host PC (NHP) ................................................................................................ 1-4
1.2Supported Network Configurations ........................................................................................... 1-5
1.3BSAP Networks ......................................................................................................................... 1-5
1.3.1Local and Global Addressing ........................................................................................ 1-5
1.3.2Network Levels .............................................................................................................. 1-5
1.3.3Supported Communication Methods in BSAP .............................................................. 1-6
1.3.4Peer-to-Peer Communication ........................................................................................ 1-6
1.3.5Variations on Standard BSAP – EBSAP ....................................................................... 1-7
1.3.6Variations on Standard BSAP – BSAP Local Line ........................................................ 1-7
1.4IP Networks ............................................................................................................................. 1-10
1.4.1Applications Using IP .................................................................................................. 1-10
1.4.2Differences between IP Nodes and Other RTUs ........................................................ 1-11
1.4.3Controllers That Support IP ......................................................................................... 1-12
Format of IP Addresses .......................................................................................................... 1-13
Meaning of IP Address Components ...................................................................................... 1-13
Rules for Local Addressing Schemes .................................................................................... 1-14
Sub-net masks determine which nodes are reachable from a given node ............................ 1-15
1.4.4Guidelines for Choosing Addresses in a Private Network .......................................... 1-17
1.4.5IP Network Variations – Connecting Two Networks with a Single Router .................. 1-18
1.4.6IP Network Variations - Using Multiple Routers (Gateways) and RIP for a Fault Tolerant
Connection .............................................................................................................................. 1-22
1.4.7IP Network Variations - Using Multiple Routers (Gateways) without RIP ................... 1-22
1.5IP Network Security Protocols (CHAP and PAP) Used on PPP Links .................................... 1-24
1.5.1Challenge Handshaking Authentication Protocol (CHAP) .......................................... 1-24
1.5.2Password Authentication Protocol (PAP) .................................................................... 1-27
1.6Mixed Networks (Both BSAP and IP nodes) ........................................................................... 1-29
Chapter 2 – Installing OpenBSI 2-1
2.1Hardware and Software Requirements ..................................................................................... 2-2
2.1.1Controllers used with OpenBSI ..................................................................................... 2-2
2.1.2Recommended Hardware/Software for the OpenBSI Workstation: .............................. 2-2
2.2Installing the OpenBSI Utilities .................................................................................................. 2-3
2.3Registering Your Software ...................................................................................................... 2-10
2.3.1How do I Register My Software? ................................................................................ 2-10
2.4How to Transfer a License from One PC to another PC ......................................................... 2-17
2.4.1Using the software… ................................................................................................... 2-22
2.5Using OpenBSI with Newer Microsoft® Windows Operating Systems ................................... 2-22
2.5.1Which OpenBSI Features are affected? ..................................................................... 2-23
2.5.2How do I make these applications work properly with Windows? .............................. 2-23
What is a Firewall? ................................................................................................................. 2-23
2.6Using OpenBSI with Microsoft® Windows XP Service Pack 2 ............................................... 2-24
2.6.1Reconfiguring the Windows XP Firewall ..................................................................... 2-24
2.6.2Disabling the Windows XP Firewall ............................................................................ 2-24
2.6.3Making Object Server an Exception to the Windows XP Firewall............................... 2-24
2.6.4Add Ports for DCOM and RTRSERVC for the XP firewall .......................................... 2-26
2.6.5Add Ports for the Bristol IP Driver (BSIPDRV) for the XP firewall .............................. 2-28
2.6.6Reconfiguring the DCOM Software for the XP firewall ............................................... 2-29
2.7Using OpenBSI with Microsoft® Windows 2008 Server ......................................................... 2-34
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2.7.1Reconfiguring the Windows 2008 Server Firewall ...................................................... 2-34
2.7.2Disabling the Windows 2008 Server Firewall ............................................................. 2-34
2.7.3Making Object Server an Exception to the Windows 2008 Server Firewall ................ 2-35
2.7.4Add Ports for DCOM and RTRSERVC for the Windows 2008 Firewall ...................... 2-37
2.7.5Add Ports for the Bristol IP Driver (BSIPDRV) for the Windows 2008 Server Firewall2-39
2.7.6Reconfiguring the DCOM Software for the Windows 2008 Server Firewall ............... 2-41
2.8Using OpenBSI with Microsoft® Windows 7 ........................................................................... 2-47
2.8.1Reconfiguring the Windows 7 Firewall ........................................................................ 2-47
2.8.2Disabling the Windows 7 Firewall ............................................................................... 2-47
2.8.3Making Object Server an Exception to the Windows 7 Firewall ................................. 2-47
2.8.4Add Ports for DCOM and RTRSERVC for the Windows 7 Firewall ............................ 2-56
2.8.5Add Ports for the Bristol IP Driver (BSIPDRV) for the Windows 7 Firewall ................ 2-57
2.8.6Reconfiguring the DCOM Software for the Windows 7 Firewall ................................. 2-59
2.9Using OpenBSI with Microsoft® Windows 10 Professional .................................................... 2-59
2.9.1Reconfiguring the Windows 10 Firewall ...................................................................... 2-59
2.9.2Disabling the Windows 10 Firewall ............................................................................. 2-59
2.9.3Making Object Server an Exception to the Windows 10 Firewall ............................... 2-60
2.9.4Add Ports for DCOM and RTRSERVC for the Windows 10 Firewall .......................... 2-67
2.9.5Add Ports for the Bristol IP Driver (BSIPDRV) for the Windows 10 Firewall .............. 2-68
2.9.6Reconfiguring the DCOM Software for the Windows 10 Firewall ............................... 2-70
2.10Using OpenBSI with Microsoft® Windows 2012 Server ......................................................... 2-70
2.10.1Reconfiguring the Windows 2012 Server Firewall ...................................................... 2-70
2.10.2Disabling the Windows 2012 Server Firewall ............................................................. 2-70
2.10.3Making Object Server an Exception to the Windows 2012 Server Firewall ................ 2-71
2.10.4Add Ports for DCOM and RTRSERVC for the Windows 2012 Server Firewall .......... 2-80
2.10.5Add Ports for the Bristol IP Driver (BSIPDRV) for the Windows 2012 Server Firewall2-81
2.10.6Reconfiguring the DCOM Software for the Windows 2012 Server Firewall ............... 2-83
2.11Recommendations for Using OpenBSI ActiveX Controls ....................................................... 2-83
Chapter 3 – Quickstart (OpenBSI BSAP Communications) 3-1
3.1Start NetView and Open a New Set of NETDEF Files ............................................................. 3-2
3.2Use the System Wizard to Define Your Network Host PC (NHP)............................................. 3-4
3.2.1System Wizard – Page 1 .............................................................................................. 3-4
3.2.2System Wizard: Page 2 ................................................................................................ 3-5
3.2.3System Wizard: Page 3 ................................................................................................ 3-6
3.3Define Your BSAP Network Using the Network Wizard ........................................................... 3-8
3.3.1Network Wizard: Page 1 ............................................................................................... 3-9
3.3.2Network Wizard: Page 2 ............................................................................................. 3-10
3.4Add Controllers to the BSAP Network Using the RTU Wizard ............................................... 3-11
3.4.1RTU Wizard Page 1 .................................................................................................... 3-12
3.4.2RTU Wizard Page 2 .................................................................................................... 3-13
3.4.3RTU Wizard Page 3 .................................................................................................... 3-15
3.5Define Your Communication Line using the Comm Line Wizard ............................................ 3-16
3.5.1Comm Line Wizard Page 1 ......................................................................................... 3-17
3.5.2Comm Line Wizard Page 2 ......................................................................................... 3-18
3.6Verify Communications Are Active Using DataView ............................................................... 3-19
3.6.1If NetView communicates…. ....................................................................................... 3-21
3.6.2If NetView fails to communicate… .............................................................................. 3-22
Chapter 4 – Quickstart (OpenBSI IP Communications) 4-1
4.1Using IP with ControlWave and Network 3000 RTUs ............................................................... 4-2
4.2Start NetView and Open a New Set of NETDEF Files ............................................................. 4-3
4.3Use the System Wizard to Define Your Network Host PC (NHP)............................................. 4-4
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4.3.1Function of the NHP in an IP Network .......................................................................... 4-4
4.3.2System Wizard – Page 1 ............................................................................................... 4-5
4.3.3System Wizard: Page 2 ................................................................................................. 4-6
4.3.4System Wizard: Page 3 ................................................................................................. 4-7
4.4Define Your IP Network Using the Network Wizard .................................................................. 4-9
4.4.1Network Wizard: Page 1 ............................................................................................. 4-10
4.4.2Network Wizard: Page 2 ............................................................................................. 4-11
4.5Add Controllers to the IP Network Using the RTU Wizard ...................................................... 4-11
4.5.1RTU Wizard Page 1 .................................................................................................... 4-12
4.5.2RTU Wizard Page 2 .................................................................................................... 4-14
4.5.3RTU Wizard Page 3 .................................................................................................... 4-15
4.5.4RTU Wizard Page 4 .................................................................................................... 4-17
4.6Set RTU Configuration Parameters in Each RTU ................................................................... 4-18
4.7Define Your Communication Line using the Comm Line Wizard ............................................ 4-18
4.7.1Comm Line Wizard Page 1 ......................................................................................... 4-19
4.7.2Comm Line Wizard Page 2 ......................................................................................... 4-20
4.8Verify Communications Are Active Using DataView ............................................................... 4-21
4.8.1If NetView communicates…. ....................................................................................... 4-23
4.8.2If NetView fails to communicate… .............................................................................. 4-24
Chapter 5 – Using LocalView 5-1
5.1LocalView Operational Restrictions .......................................................................................... 5-2
5.2View Mode Files ........................................................................................................................ 5-2
5.3System Firmware and RTU Configuration Parameters............................................................. 5-2
5.3.1System Firmware .......................................................................................................... 5-2
5.3.2RTU Configuration Parameters ..................................................................................... 5-3
5.3.3OpenBSI Application Parameters ................................................................................. 5-3
5.4Methods for Starting LocalView ................................................................................................ 5-3
5.5Establishing Communications with an Attached RTU (Local Mode) ......................................... 5-4
5.5.1Before You Begin .......................................................................................................... 5-4
5.5.2Starting LocalView and the Setup Wizards ................................................................... 5-5
5.5.3Communications Setup Wizard ..................................................................................... 5-6
5.5.4RTU Setup Wizard ........................................................................................................ 5-8
5.5.5Dial & Command Setup Wizard .................................................................................... 5-9
5.6After You Have Finished With the Setup Wizards… ............................................................... 5-10
5.6.1Starting Other Programs in Local Mode ...................................................................... 5-11
5.6.2Reconfiguring the Active View Mode File ................................................................... 5-13
5.6.3Saving the View Mode File .......................................................................................... 5-13
5.6.4Restarting the View Mode File .................................................................................... 5-14
5.6.5Viewing Current Configuration Parameters ................................................................ 5-14
5.7Upgrading System Firmware in the Field (Flash Mode) ......................................................... 5-14
5.7.1Before You Upgrade the System Firmware ................................................................ 5-15
5.7.2Starting LocalView and the Setup Wizards ................................................................. 5-16
5.7.3Communications Setup Wizard ................................................................................... 5-16
5.7.4Flash RTU Setup Wizard ............................................................................................ 5-17
5.7.5Flash Data Setup Wizard ............................................................................................ 5-19
5.7.6Setting RTU Configuration Parameters in the 3305 (3305 ONLY) ............................. 5-21
5.8Assigning IP Addresses and Cold Download Parameters for the Attach ed RTU (Configure Mode)
................................................................................................................................................ 5-23
5.8.1Starting LocalView and the Setup Wizards ................................................................. 5-23
5.8.2Communications Setup Wizard ................................................................................... 5-23
5.8.3IP RTU Setup Wizard .................................................................................................. 5-24
5.9Setting RTU Parameters in the Flash Configuration Utility ..................................................... 5-26
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5.9.1Flash Configuration Utility Buttons .............................................................................. 5-30
5.9.2Forcing a Reboot of the ControlWave ......................................................................... 5-34
5.9.3Flash Configuration Utility Tabs .................................................................................. 5-34
5.9.4Soft Switches .............................................................................................................. 5-35
5.9.5Ports ............................................................................................................................ 5-37
5.9.6IP Parameters ............................................................................................................. 5-4 9
5.9.7Application Parameters ............................................................................................... 5-54
5.9.8Archive ........................................................................................................................ 5-57
5.9.9Audit ............................................................................................................................ 5-62
5.9.10IP Routes .................................................................................................................... 5-65
5.9.11Security ....................................................................................................................... 5-67
5.10Establishing Communications With an IP RTU (IP Comm Mode) .......................................... 5-72
5.10.1Starting LocalView and the Setup Wizards ................................................................. 5-72
5.10.2IP Communications Setup Wizard (Step 1 of 3) ......................................................... 5-73
5.10.3IP Communications Setup Wizard (Step 2 of 3) ......................................................... 5-74
5.10.4IP Communications Setup Wizard (Step 3 of 3) ......................................................... 5-75
Chapter 6 – Using NetView 6-1
6.1Starting NetView ....................................................................................................................... 6-3
6.1.1Network Definition (NETDEF) Files .............................................................................. 6-4
6.1.2Starting OpenBSI Communications When Windows Starts.......................................... 6-4
6.1.3Starting NETVIEW from the Command Line ................................................................ 6-7
6.2Starting OpenBSI Communications .......................................................................................... 6-7
6.2.1Restarting a Communication Line ................................................................................. 6-8
6.3Stopping OpenBSI Communications ........................................................................................ 6-8
6.3.1Method 1: Stop the Communication Line ...................................................................... 6-8
6.3.2Method 2: Close the Current NETDEF files. ................................................................. 6-8
6.3.3Method 3: Shut down NetView. ..................................................................................... 6-8
6.4Opening an Existing Set of NETDEF Files ............................................................................... 6-9
6.5Saving Changes to Your NETDEF Files ................................................................................. 6-10
6.6Erasing the Last Change Made to Your NETDEF Files .......................................................... 6-10
6.7Renaming the Currently Running NETDEF Files ................................................................... 6-10
6.8Overview of Configuration ....................................................................................................... 6-10
6.9Defining an NHP and Application Parameters ........................................................................ 6-11
6.9.1What is A Network Host PC (NHP)? ........................................................................... 6-11
6.9.2Activating the System Wizard ..................................................................................... 6-15
6.9.3Navigating Between Pages of the System Wizard ..................................................... 6-15
6.9.4System Wizard: Step 1 of 3 ........................................................................................ 6-15
6.9.5System Wizard: Step 2 of 3 ........................................................................................ 6-20
6.9.6System Wizard: Step 3 of 3 ........................................................................................ 6-25
6.9.7Signing on to the System ............................................................................................ 6-27
6.9.8Signing Off .................................................................................................................. 6-28
6.10Configuring OpenBSI Security ................................................................................................ 6-29
6.10.1Users, Usernames, and Passwords ............................................................................ 6-29
6.10.2Default User (SYSTEM) .............................................................................................. 6-29
6.10.3Assigning or Changing the Password of the Current User ......................................... 6-30
6.10.4Adding a New User ..................................................................................................... 6-30
6.10.5Modifying Passwords, Privileges for an Existing User ................................................ 6-32
6.10.6Removing a User from the Security System ............................................................... 6-33
6.11Viewing / Modifying Application Parameters ........................................................................... 6-33
6.12Viewing Other Parameters You Have Already Defined .......................................................... 6-34
6.13Viewing the OpenBSI Journal File .......................................................................................... 6-35
6.14Defining a BSAP Network ....................................................................................................... 6-36
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6.14.1Activating the Network Wizard .................................................................................... 6-36
6.14.2Navigating Between Pages of the Network Wizard .................................................... 6-37
6.14.3Network Wizard: Step 1 of 2 ....................................................................................... 6-38
6.14.4Network Wizard: Step 2 of 2 ....................................................................................... 6-39
6.14.5Viewing BSAP Network Parameters ........................................................................... 6-39
6.15Defining an IP Network ........................................................................................................... 6-41
6.15.1Activating the Network Wizard .................................................................................... 6-41
6.15.2Navigating Between Pages of the Network Wizard .................................................... 6-41
6.15.3Network Wizard: Step 1 of 2 ....................................................................................... 6-42
6.15.4Network Wizard: Step 2 of 2 ....................................................................................... 6-43
6.15.5Viewing IP Network Parameters ................................................................................. 6-43
6.16Defining RTUs (BSAP) ............................................................................................................ 6-44
6.16.1Activating the RTU Wizard .......................................................................................... 6-45
6.16.2Navigating Between Pages of the RTU Wizard .......................................................... 6-46
6.16.3RTU Wizard: Step 1 of 3 ............................................................................................. 6-46
6.16.4RTU Wizard: Step 2 of 3 ............................................................................................. 6-47
6.16.5RTU Wizard: Step 3 of 3 ............................................................................................. 6-51
6.16.6Modifying BSAP RTU Parameters .............................................................................. 6-52
6.17Defining RTUs (IP) .................................................................................................................. 6-54
6.17.1Activating the RTU Wizard .......................................................................................... 6-54
6.17.2Navigating Between Pages of the RTU Wizard .......................................................... 6-55
6.17.3RTU Wizard: Step 1 of 4 ............................................................................................. 6-55
6.17.4RTU Wizard: Step 2 of 4 ............................................................................................. 6-57
6.17.5RTU Wizard: Step 3 of 4 ............................................................................................. 6-59
6.17.6RTU Wizard: Step 4 of 4 ............................................................................................. 6-61
6.17.7Modifying IP RTU Parameters .................................................................................... 6-63
6.18Defining a Communication Line for a BSAP Network ............................................................. 6-65
6.18.1Activating the Comm Line Wizard ............................................................................... 6-65
6.18.2Navigating Between Pages of the Comm Line Wizard ............................................... 6-66
6.18.3Comm Line Wizard: Step 1 ......................................................................................... 6-66
6.18.4Comm Line Wizard: Step 2 (BSAP and/or EBSAP Lines) ........................................ 6-67
6.18.5Comm Line Wizard: Step 2 (Local BSAP Line) ........................................................... 6-70
6.18.6Switching the Local Line to a Different RTU ............................................................... 6-72
6.18.7Specifying Dial Parameters (NetView or LocalView) .................................................. 6-72
6.18.8Forcing a Hang-up of the Dial-up Line ........................................................................ 6-74
6.18.9Comm Line Wizard: Step 3 (Enable Port Poll Control - OPTIONAL) .......................... 6-74
6.18.10Exiting the Comm Line Wizard ................................................................................. 6-76
6.18.11Modifying the Characteristics of a BSAP Comm Line .............................................. 6-76
6.18.12Modifying the Characteristics of a Local BSAP Line ................................................ 6-78
6.19Defining a Communication Line for an IP Network ................................................................. 6-79
6.19.1Activating the Comm Line Wizard ............................................................................... 6-79
6.19.2Comm Line Wizard: Step 1 of 2 .................................................................................. 6-80
6.19.3Comm Line Wizard: Step 2 of 2 .................................................................................. 6-81
6.19.4Advanced Parameters ................................................................................................. 6-84
6.19.5Navigating Between Pages of the Comm Line Wizard ............................................... 6-85
6.19.6Exiting the Comm Line Wizard .................................................................................... 6-85
6.19.7Modifying the Characteristics of an IP Comm Line ..................................................... 6-85
6.20Deleting A Communication Line, RTU, or Network ................................................................. 6-88
6.21Monitoring the Status of OpenBSI Communications ............................................................... 6-88
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6.21.1Accessing the Monitor Windows ................................................................................. 6-88
6.21.2Using the RTU Summary Display ............................................................................... 6-89
6.21.3Resetting the RTU Statistics: ...................................................................................... 6-90
6.21.4Getting More Detailed Information about an RTU ...................................................... 6-90
6.21.5Using the RTU Details Display .................................................................................... 6-91
6.21.6Using the RTU Details Display for a BSAP/EBSAP RTU: .......................................... 6-91
6.21.7Using the RTU Details Display for an IP RTU: ........................................................... 6-94
6.21.8Using the Message Exchange Summary Display ....................................................... 6-96
6.21.9Resetting the Message Exchange Statistics: .............................................................. 6-97
6.21.10Getting More Detailed Information about a Message Exchange ............................. 6-97
6.21.11Using the Message Exchange Details Display ........................................................ 6-97
6.21.12Buffer Usage Summary Display ............................................................................... 6-99
6.21.13Resetting the Buffer Statistics: ............................................................................... 6-100
6.21.14Other Ways to View Communication Statistics ...................................................... 6-101
6.22RTU Communication Status Checking ................................................................................. 6-102
6.22.1Activating / De-activating RTU Communication Status Checking ............................ 6-102
6.23Searching For A Particular RTU in A Large Network ............................................................ 6-103
6.24Starting Other Programs From Within NetView .................................................................... 6-104
6.25Documenting Your Network Configuration ............................................................................ 6-106
6.26Setting up Proxy Access ....................................................................................................... 6-107
6.26.1Steps for Setting up Proxy Access ............................................................................ 6-108
6.26.2Steps for Setting up Proxy Direct Access (IP RTU's ONLY) .................................... 6-108
6.26.3Creating and Exporting a Proxy File ......................................................................... 6-109
6.26.4Importing a Proxy File ............................................................................................... 6-110
6.27Sending a Time Synch/NRT (TS/NRT) Message ................................................................. 6-110
6.28Deleting Archive Files and/or Audit Records ....................................................................... 6-111
6.28.1Deleting Historical Data ............................................................................................ 6-111
Chapter 7 – Using the Downloaders 7-1
7.1Starting the ACCOL Downloader .............................................................................................. 7-1
7.2Downloading to a Single Network 3000 Node .......................................................................... 7-3
7.3Downloading to a Group of Network 3000 Nodes .................................................................... 7-3
7.4Downloading to a ControlWave-series Node: ........................................................................... 7-6
7.4.1Before You Begin .......................................................................................................... 7-6
7.4.2Starting the ControlWave Downloader.......................................................................... 7-9
7.4.3Using the ControlWave Downloader ........................................................................... 7-10
7.4.4Creating Download Scripts for Batch Downloading of ControlWave Controllers ....... 7-11
7.4.5Running the ControlWave Downloader from the Command Line ............................... 7-13
Chapter 8 – Using DataView 8-1
8.1Starting DataView ..................................................................................................................... 8-2
8.2Using the Tool Bar within DataView .......................................................................................... 8-3
8.3Using the Select New Node Dialog Box, Signing on to a Node ................................................ 8-3
Using the Select New Node Dialog Box .................................................................................. 8-4
Using the Sign On Dialog Box .................................................................................................. 8-4
Configuring Automatic DataView Sign-On ............................................................................... 8-5
8.4Printing the Entries in the Current DataView Window .............................................................. 8-6
8.5Exporting Data Entries to the Windows Clipboard ................................................................. 8-6
8.6Conducting a Signal Search ..................................................................................................... 8-7
Starting the Signal Search ........................................................................................................ 8-7
Notes about STRING variables .............................................................................................. 8-12
Saving Search Criteria ............................................................................................................ 8-13
Retrieving Search Criteria ...................................................................................................... 8-13
Altering Search Criteria .......................................................................................................... 8-13
8.7Viewing Entries in a Signal Window ........................................................................................ 8-14
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Changing Signal Values in the Signal Window ...................................................................... 8-15
Changing Signal Inhibit/Enable Bits in the Signal Window .................................................... 8-16
Changing the Floating Point Format of Data in the Signal Window ....................................... 8-16
8.8Displaying a Remote Signal List ............................................................................................. 8-17
Selecting a Different Remote Signal List ................................................................................ 8-17
Changing Remote List Signal Values, Altering Inhibit/Enable Bits ......................................... 8-18
8.9Creating and Using DataView Lists ........................................................................................ 8-18
Creating a DataView List ........................................................................................................ 8-18
Collecting Live Data into the DataView List ............................................................................ 8-19
Saving the DataView List ........................................................................................................ 8-19
Viewing a Previously Saved DataView List ............................................................................ 8-19
8.10Creating and Using Recipes ................................................................................................... 8-19
Creating a Recipe ................................................................................................................... 8-20
To View/Modify an Existing Recipe File ................................................................................. 8-21
To Update Signals in the Controller with the Recipe Values .................................................. 8-21
To Read the Current Signal Values From the Controller Into the Recipe Window ................ 8-21
To Cancel Unsaved Modifications to the Recipe Values........................................................ 8-21
Changing the Floating Point Format of Data in the Recipe Window ...................................... 8-21
8.11Viewing Data for a Single Signal ............................................................................................. 8-22
Acknowledging an Alarm ........................................................................................................ 8-23
8.12Viewing Data Arrays ................................................................................................................ 8-23
Changing Values in the Data Array ........................................................................................ 8-24
Toggling the Time/Value Format ............................................................................................ 8-25
Keeping Column 1 Visible While Scrolling Through the Array ............................................... 8-25
Calling Up a Different Data Array ........................................................................................... 8-25
Changing the Floating Point Format ....................................................................................... 8-25
8.13Viewing Audit Trail Records .................................................................................................... 8-26
8.14Viewing Archive Data Files ..................................................................................................... 8-28
Keeping Column 1 Visible While Scrolling Through the Archive File ..................................... 8-29
Calling Up a Different Archive File .......................................................................................... 8-29
Changing the Floating Point Format ....................................................................................... 8-29
Restrictions on Archive File Size ............................................................................................ 8-29
Chapter 9 – Using the Communication Statistics Tool 9-1
9.1Starting the Remote Communication Statistics Tool ................................................................. 9-2
9.2Using the Select New Node Dialog Box, Signing On to a Node ............................................... 9-3
Using the Select New Node Dialog Box ................................................................................... 9-4
Using the Sign On Dialog Box .................................................................................................. 9-4
Configuring Automatic Sign-On ................................................................................................ 9-5
9.3Buffer Usage Statistics Window (Network 3000 ONLY) ........................................................... 9-6
Indications of Buffer Shortages ................................................................................................ 9-7
Resetting the Min, Max Counts ................................................................................................ 9-7
Crash Block Statistics Window ................................................................................................. 9-7
9.4Port Summary Statistics Window .............................................................................................. 9-8
Port Detail Statistics Window .................................................................................................... 9-9
Master/Expanded Addressing Master Port Statistics ............................................................. 9-10
Slave, Pseudo-Slave, Pseudo-Slave with Alarms, Serial CFE or VSAT Slave Port Statistics9-11
Custom Port Statistics (ControlWave-series Users ONLY) .................................................... 9-11
RIOR Master Port Statistics .................................................................................................... 9-12
RIOR Slave Port Statistics ...................................................................................................... 9-13
LIU Master Port Statistics ....................................................................................................... 9-14
LIU Slave Port Statistics ......................................................................................................... 9-15
Communications Front End (CFE) AUX Port Statistics .......................................................... 9-17
Internet Protocol (IP) Port Statistics ....................................................................................... 9-17
9.5Custom PROM Information Window (Network 3000) ............................................................. 9-19
9.6Version Information Window ................................................................................................... 9-21
9.7Node Routing Table Window .................................................................................................. 9-23
9.8Internet Protocol (IP) Statistics Window .................................................................................. 9-24
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IP Statistics Decription ............................................................................................................ 9-25
ICMP Statistics Description .................................................................................................... 9-26
UDP Statistics Description ...................................................................................................... 9-27
IBP Statistics Description ....................................................................................................... 9-28
9.9Printing the Entries in the Current Window ............................................................................. 9-29
9.10Exporting Data Entries to the Windows® Clipboard ................................................................ 9-29
Chapter 10 – Using Signal Writer 10-1
10.1Starting Signal Writer .............................................................................................................. 10-1
10.2Setting Up Signal Writer Configuration Parameters ............................................................... 10-2
10.3Signal Writer File Formats ....................................................................................................... 10-3
10.3.1Write Signal File .......................................................................................................... 10-3
10.3.2Write List File .............................................................................................................. 10-3
Chapter 11 – Using Alarm Router 11-1
11.1Starting Alarm Router .............................................................................................................. 11-2
11.2How is the Alarm Router Configured? .................................................................................... 11-2
11.3Specifying Initialization Parameters and Choosing DLLs ....................................................... 11-3
11.3.1Parameter Configuration Page ................................................................................... 11-3
DLL Configuration Page ......................................................................................................... 11-5
11.3.2Activating A DLL .......................................................................................................... 11-5
11.3.3Removing A DLL From the Configured DLLs List Box ............................................... 11-5
11.3.4Installing An All New DLL ............................................................................................ 11-6
11.3.5Removing A DLL from the Available DLLs List Box .................................................... 11-6
11.4Configuring Alarm Router DLLs .............................................................................................. 11-6
11.4.1ALMTEXT DLL ............................................................................................................ 11-7
11.4.2ALMWORX DLL .......................................................................................................... 11-8
11.5Viewing Alarms in the Alarm Window ................................................................................... 11-10
11.5.1Acknowledging Selected Alarms in the Alarm Window ............................................ 11-13
11.5.2Changing the Font Used in the Alarm, Error, and Monitor Windows ........................ 11-14
11.6Viewing Status Messages in the Monitor Window ................................................................ 11-15
11.6.1List of Monitor Window Status Messages and Their Meanings ................................ 11-16
11.7Viewing Error Messages in the Error Window ...................................................................... 11-17
11.7.1Clearing Errors from the Error Window ..................................................................... 11-18
11.7.2List of Error Messages and Their Meanings ............................................................. 11-18
11.8Starting Alarm Processing..................................................................................................... 11-19
11.9Stopping Alarm Processing ................................................................................................... 11-19
11.10Printing Entries in Alarm Router Windows ............................................................................ 11-19
11.11Shutting Down the Alarm Router .......................................................................................... 11-19
11.12Editing the Configuration Files .............................................................................................. 11-19
11.12.1ALARMRTR.INI File ............................................................................................... 11-20
11.12.2ALMTEXT.INI File .................................................................................................. 11-20
11.12.3ALMWRX.INI File ................................................................................................... 11-20
11.13Program Messages ............................................................................................................... 11-21
Chapter 12 – Using the Signal Extractor 12-1
12.1Starting the Signal Extractor ................................................................................................... 12-1
12.2Signal Extract Options for Network 3000 Nodes .................................................................... 12-2
12.2.1Standard File Format – Network 3000 Series Controllers .......................................... 12-3
12.2.2Altered File Formats – Network 3000 / ControlWave ................................................. 12-5
12.3Signal Extract Options for ControlWave ................................................................................. 12-7
12.4Standard File Format – ControlWave Controllers ................................................................. 12-11
12.4.1Example 1 - Standard Format ................................................................................... 12-12
12.5Running Signal Extractor from the DOS Command Line ...................................................... 12-13
12.6Troubleshooting Tips for Using Signal Extractor with ControlWave ..................................... 12-14
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Chapter 13 – Using the Data Array Save / Restore Utility 13-1
13.1Saving the Contents of a Single Array to Disk ........................................................................ 13-1
13.2Restoring the Values in a Single Array from a Previously Saved File .................................... 13-3
13.3Creating a Script File to Save Multiple Arrays from One or More RTUs................................. 13-3
13.3.1Creating a Script File ................................................................................................... 13-3
13.3.2Executing the Script File to Save Multiple Arrays to Disk Files .................................. 13-5
13.4Executing a Script to Restore Multiple Arrays from Previously Saved Disk Files ................... 13-6
13.5Running a Script from the Command Line .............................................................................. 13-6
Chapter 14– Using the Network Troubleshooting Wizard 14-1
14.1Before you Begin ..................................................................................................................... 14-1
14.2Starting the Network Troubleshooting Wizard ........................................................................ 14-2
14.3Testing a BSAP Network or BSAP Sub-Network .................................................................... 14-3
14.3.1Step 1. Select the BSAP Network (or BSAP Sub-network) ........................................ 14-3
14.3.2Step 2. - Specify the Branch of the Network you want to test ..................................... 14-4
14.3.3Step 3. - Choose Which Tests to Perform .................................................................. 14-5
14.3.4Setting Test Options: ................................................................................................... 14-7
14.3.5Step 4. – Run the Tests .............................................................................................. 14-8
14.3.6Saving the Results of the Network Tests .................................................................. 14-10
14.4Interpreting the Messages Appearing in the Results Window .............................................. 14-10
14.4.1Status Messages ....................................................................................................... 14-10
14.4.2Error Messages ......................................................................................................... 14-11
14.4.3Warning Messages ................................................................................................... 14-13
14.5Making Changes at the OpenBSI Workstation (NHP) .......................................................... 14-17
14.5.1Changing the Number of Buffers allocated at the OpenBSI Workstation ................. 14-17
14.5.2Changing the Number of Wait Packets allocated in the OpenBSI Workstation ........ 14-18
14.5.3Changing the RTU Message Timeout Used by OpenBSI ......................................... 14-18
14.5.4Changing OpenBSI’s baud rate, poll period, slave address range, and link level timeout14-
20
14.6Making Changes in the Network 3000 series node .............................................................. 14-22
14.6.1Changing the Number of Buffers in a Network 3000 series node ............................. 14-22
14.6.2Changing the Baud Rate of a Port in a Network 3000 Node .................................... 14-23
14.6.3Changing the Link Level Timeout, and range of Slave addresses for a Master Port in a
Network 3000 node .............................................................................................................. 14-25
14.6.4Changing the Poll Period of a Port in a Network 3000 Node .................................... 14-26
14.7Making Changes in the ControlWave series node ................................................................ 14-29
14.7.1Specifying the Baud rate and (for Master Ports only) the range of Slave node Addresses 14-29
14.7.2Changing Poll Periods and the Link Level Timeout in a ControlWave Node ............ 14-30
14.8Some Notes about Setting Immediate Response Delays ..................................................... 14-32
Appendix A – Error and Status Messages A-1 Appendix B – NETDEF File Format B-1 Appendix C – Keyboard Shortcuts C-1 Appendix D – Modem and Radio Configuration Tips D-1 Appendix E – Initialization Files E-1 Appendix F – Signal View ActiveX Controls F-1 Appendix G – Redirecting BSAP Messages through TCP/IP G-1 Appendix H – Defining Backup Communication Lines H-1 Appendix I – Port Arbitrator I-1 Appendix J – Using the System Firmware Downloader J-1
J.2 Requirements for Using the System Firmware Downloader ............................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................. J-1
J.3 Starting the System Firmware Downloader ..................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................................... J-2
to a Single Controller J-3
J-8
Appendix K – Interpreting AUDIT Messages K-1
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Addendum to D5081, D5087: Starting Web Pages or Programs using LocalView (*.LVG) Files ADD-1
Index IND-1
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Chapter 1 – Introduction – What is OpenBSI?
The Open Bristol System Interface (OpenBSI) allows your PC to communicate with a BSAP or IP network of ControlWave and/or Network 3000-series controllers (RTUs). This chapter introduces some of the concepts and terminology used in OpenBSI.
In This Chapter
1.1 RTUs and NHPs .............................................................................. 1-4
1.1.1 Remote Terminal Units (RTUs): ........................................... 1-4
1.1.2 Network Host PC (NHP) ....................................................... 1-4
1.2 Supported Network Configurations .................................................. 1-5
1.3 BSAP Networks ............................................................................... 1-5
1.3.1 Local and Global Addressing ............................................... 1-5
1.3.2 Network Levels ..................................................................... 1-5
1.3.3 Supported Communication Methods in BSAP ..................... 1-6
1.3.4 Peer-to-Peer Communication ............................................... 1-6
1.3.5 Variations on Standard BSAP – EBSAP .............................. 1-7
1.3.6 Variations on Standard BSAP – BSAP Local Line ............... 1-7
1.4 IP Networks .................................................................................... 1-10
1.4.1 Applications Using IP ......................................................... 1-10
1.4.2 Differences between IP Nodes and Other RTUs ............... 1-11
1.4.3 Controllers That Support IP ................................................ 1-12
Format of IP Addresses ................................................................. 1-13
Meaning of IP Address Components ............................................. 1-13
Rules for Local Addressing Schemes ............................................ 1-14
Sub-net masks determine which nodes are reachable from
a given node ..................................................................... 1-15
1.4.4 Guidelines for Choosing Addresses in a Private Network . 1-17
1.4.5 IP Network Variations – Connecting Two Networks with a Single
Router ............................................................................... 1-18
1.4.6 IP Network Variations - Using Multiple Routers (Gateways) and
RIP for a Fault Tolerant Connection ................................. 1-22
1.4.7 IP Network Variations - Using Multiple Routers (Gateways)
without RIP........................................................................ 1-22
1.5 IP Network Security Protocols (CHAP and PAP) on PPP Links .... 1-24
1.5.1 Challenge Handshaking Authentication Protocol (CHAP) . 1-24
1.5.2 Password Authentication Protocol (PAP) ........................... 1-27
1.6 Mixed Networks (Both BSAP and IP nodes) ................................. 1-29
OpenBSI also includes a suite of programs known as the OpenBSI utilities that interact with the network to allow you to:
Download ControlWave Designer projects and web pages to
ControlWave series RTUs.
Download ACCOL load files to Network 3000-series RTUs. Collect and display data from the RTUs. Monitor and control OpenBSI communications.
SCADA applications, such as OpenEnterprise, use OpenBSI communications, and data files generated by OpenBSI utilities, to
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access the network in order to display and report information from field instrumentation about a running process. You can then use this information to interact with the network and your process.
Figure 1-1. OpenBSI Architecture
You access the OpenBSI utilities from the Start Programs menu on the PC. Table 1-1 provides a brief description of each utility.
Table 1-1. OpenBSI Utilities
Icon Utility Description
NetView starts OpenBSI communications and allows you to
define details about how OpenBSI should work. It includes a series of software “wizards” to help you specify characteristics of the communication network, as well as the remote process controllers (RTUs) which make up the network.
NetView allows you to communicate with controllers in standard BSAP networks, in EBSAP networks, and in Internet Protocol (IP) networks. It also lets you specify system directory and file locations. NetView allows you to make on-line changes to the system configuration, and also helps you monitor the “health” of OpenBSI communications.
See Chapter 6 – Using NetView. The ACCOL Downloader transfers a linked ACCOL load file
(*.ACL) from the PC to a running Network 3000-series RTU. The 1131 Downloader transfers web pages (HTML) and ControlWave Designer projects to ControlWave series RTUs.
See Chapter 7 - Using the Downloader .
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Icon Utility Description
DataView collects and displays several types of process
data from a controller, including signal values, data array values, signal lists, archive data, and audit trail information. In addition, it lets you search for signals based on various criteria.
See Chapter 8 - Using DataView. Remote Communication Statistics Tool allows you to
monitor OpenBSI communication from the RTU end. It provides details on buffer usage, communication ports, and custom protocols.
See Chapter 9 - Using the Remote Communication Statistics Tool .
LocalView communicates locally with an RTU, and, for certain controllers, also allows field upgrades of system firmware. LocalView also lets you configure cold download parameters and Internet Protocol (IP) addresses for 386EX Protected Mode RTUs and ControlWave RTUs.
See Chapter 5 – Using LocalView.
OpenBSI Utilities Manual
Alarm Router collects alarm data from the network and displays it in a window for you to view. It also exports the alarm data to OpenEnterprise or other SCADA packages which provide alarm management capabilities.
See Chapter 11 – Using Alarm Router. Signal Writer reads ASCII files containing signal values, and
writes those values to corresponding signals or signal lists in the RTU. SigWrite scans for such files at a user-definable interval.
See Chapter 10 - Using Signal Writer.
Signal Extractor reads an ACCOL Object (*.ACO) file or ControlWave Designer MWT file and generates an ASCII text file containing information about all global, alarm, and report by exception (RBE) signals defined in the file. Other user­specific applications use this file to construct a database.
See Chapter 12 - Using the Signal Extractor. Database Config Utility allows you to modify database
portions of the OpenBSI 3.1 (or newer) Network Definition Files offline. This provides an alternative to using NetView to make modifications. Note: You can only modify existing components; you cannot add or delete items.
See Appendix B.
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1.1 RTUs and NHPs

Icon Utility Description
Data Array Save / Restore Utility allows you to collect data
arrays from an RTU and then store them in disk file(s) at the OpenBSI workstation. You can retrieve the file for a particular array, at a later time, to restore the original array values from the file into the array at the RTU.
See Chapter 13- Using the Data Array Save / Restore Utility for details.
In addition to the standard set of utilities, just described, there are other utilities, available as separate kits which provide capabilities for scheduled data collection and file export such as the Harvester. See the OpenBSI Harvester Manual (document# D5120) for details.
For purposes of this discussion, a network refers to one or more RTUs connected using communication line(s) to a Network Host PC (NHP) running OpenBSI.
1.1.1 Remote Terminal Units (RTUs):
Controllers are generically referred to in OpenBSI software by the term RTU (Remote Terminal Unit); we use the term controller and RTU interchangeably in this manual.
OpenBSI supports the ControlWave series of RTUs, as well as the older Network 3000 series (3305, 3308, 3310, 3330, 3335, 3530-xx).
Field instrumentation devices (pressure transmitters, temperature transmitters, level transmitters, electrical contacts, etc.) provide data input/output to the controller (RTU) through the controller's process I/O boards. The control strategy/load program executing in the controller accesses this data to perform measurement and control tasks, tailored specifically for your application (e.g. pipeline monitoring, pump control, industrial automation, etc.).
Each RTU serves as a node in the network, and communicates with other RTUs and OpenBSI workstations through its communication ports. You can also configure an RTU to communicate with certain third-party devices (PLCs, etc.) or networks though the use of a custom communication protocol.
1.1.2 Network Host PC (NHP)
The term Network Host PC (NHP) refers to any PC workstation running OpenBSI Version 3.0 or newer software. Typically, you connect RTUs to it (so it serves as the host for those RTUs). You use NetView (described in Chapter 6) to define the RTUs in the NHP’s Network Definition (NETDEF) files. Any other NHP can only gain
1-4 Introduction Issued Nov-2016
access to these RTUs if this NHP allows it. The other NHP does not need the address of the RTU it wants to communicate with; it only needs to know the address of the NHP which is hosting the RTU, and the RTU's name.
An OpenBSI workstation without attached RTUs though still considered an NHP, serves as a proxy workstation. A proxy workstation contacts other NHP(s) which do have attached RTUs, and requests proxy access to those RTUs. Depending upon the type of network configuration, you configure the proxy access as either direct to the RTU or only through the RTU’s NHP.
In addition to running OpenBSI, each NHP typically also runs some form of supervisory control and data acquisition (SCADA) or human machine interface (HMI) software to display data collected from RTUs for an operator. OpenEnterprise is the most common SCADA/HMI package used with OpenBSI.

1.2 Supported Network Configurations

OpenBSI supports the following basic network configurations:
OpenBSI Utilities Manual

1.3 BSAP Networks

1.3.1 Local and Global Addressing
1.3.2 Network Levels
BSAP Networks IP Network(s) Mixed Network (mixture of IP and BSAP)
OpenBSI and all of the RTUs listed previously can communicate using the BSAP protocol. For advanced users who want to see a full description of BSAP, see the Network 3000 Communications Application Programmer’s Reference (document# D4052).
Based on its location in the network, you use NetView to assign a local address to each RTU in a BSAP network. The local address is an integer from 1 to 127 and NetView stores it as 7 bits. NetView also generates a 15-bit global address based on the local address. The local address you configure in NetView must match the local address hardware switch setting (or configuration parameter) set at the RTU.
BSAP networks use a hierarchical structure of 1 to 6 levels. You define this hierarchy in NetView. Figure 1-2 shows an example of a 3-level network.
Each RTU (node) serves as a “master” to the nodes connected immediately below it in the network, and as a “slave” to a single master on the level immediately above it. No single master node can have more than 127 slave nodes. Note: NetView may impose additional restrictions on the network size based on limitations of the 15 bit global
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address. A network master (which in OpenBSI is always the NHP) sits at the top
of the network, and polls top-level nodes (nodes on level 1) for data. Each top-level node is a master to the nodes connected to it on level 2, and the level 2 nodes are masters to the nodes connected to them on level 3, and so on.
Figure 1-2. Network Levels
Data from the lowest level of the network passes from slave to master to slave to master etc. until it reaches the network master (NHP). At the NHP, you access the data using various OpenBSI utilities and SCADA software.
The level on which a node resides indicates the number of communication lines traversed to reach the network master. For example, a node on level 2 must send/receive data through two separate communication lines to reach the network master.
Note: Certain types of RTUs, for example, the 3308, can only serve as
terminal nodes, i.e. they cannot serve as a master to slave nodes connected to them on a lower level.
1.3.3 Supported Communication Methods in BSAP
In BSAP, communication lines typically use direct cable connections, however, if your application requires it, you can use dial-up modems, radios, or even satellite links.
1.3.4 Peer-to-Peer Communication
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From a given node, direct peer-to-peer communication using Client/Server function blocks is only possible to its master node, any
connected slave nodes, and any siblings (nodes on the same level which
N
D
A
N
F
p
share the same master). If you require communication to any node not in these categories, you must route messages up using Client/Server function blocks at each individual level of the network, until they reach either the network master, or a master which is a sibling to another master which can route the message down, using more Client/Server function blocks at each level, until it reaches the desired node. Note:
etwork 3000 RTUs use ACCOL Master/Slave modules instead of
Client/Server function blocks.
1.3.5 Variations on Standard BSAP – EBSAP
OpenBSI Utilities Manual
Expanded node addressing (also known as “Expanded BSAP” or just EBSAP) operates identically to BSAP, except that it allows a single master to reference more than 127 slave nodes. EBSAP requires that network level 1 consist of “virtual nodes”, and that the actual slave nodes reside on level 2. See more information on EBSAP in Chapter 6, and in the Expanded Node Addressing sections of the ControlWave
esigner Programmer’s Handbook (document# D5125) and the
CCOL II Reference Manual (document# D4044).
1.3.6 Variations on Standard BSAP – BSAP Local Line
BSAP Local Line (for connecting a
laptop at lower levels of the network)
ormally, in a BSAP network, the OpenBSI workstation resides at the top of the network (level 0). In addition to that workstation, you can optionally plug a laptop PC running OpenBSI directly into a lower level RTU's pseudo-slave port, and still retain the capability to connect with other RTUs in the same BSAP network. During system debugging and checkout this helps isolate a portion of the network and allows you to communicate only with nodes in that portion.
You may also find the BSAP local line useful if you visit a BSAP RTU that resides in a geographically remote location, with respect to the control room containing the NHP. By plugging a laptop running OpenBSI with a BSAP local line defined, you can, if your configuration allows it, view other portions of the network.
igure 1-3 shows a typical use of the BSAP local line plugged into the
seudo slave port of an RTU. By default, the BSAP local line allows communication only with the locally attached RTU, and its slave RTUs (shown in the oval). When configuring the BSAP local line, you can enable communication with other RTUs as well.
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Figure 1-3. BSAP Local Line for Network Access at lower levels of the network
BSAP Local Line (Alternate
Emergency Communication Line)
You can also use BSAP local lines to establish an alternate emergency communication connection to an RTU for use during a failure of the normal communication connection. You can use this to connect to any RTU configured with a slave, VSAT slave, pseudo slave, or pseudo slave with alarms port and an appropriate connection medium. (For this alternate connection, typically you use a dedicated modem configured at each end for dial-up operation; however, you could also use cables or radios.)
You use the BSAP local line in various scenarios in which the regular communication connection fails, and an operator can manually activate the alternate connection. Here is a typical example:
In Figure 1-4 an OpenBSI workstation normally uses a serial cable connection to communicate with a single RTU. That RTU serves as the top-level node of a BSAP network (or BSAP sub-network). All of the RTUs in the BSAP network have dial-up modems. Using the BSAP auto-dial feature, and ACCOL logic, the top-level RTU periodically establishes dial-up connections to collect data, one at a time, from each of the lower-level RTUs; it then passes that data up to the OpenBSI workstation.
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p
Figure 1-4. Typical BSAP Network where top-level node dials lower
levels nodes
A mishap occurs (see Figure 1-5) disrupting communication with the top-level RTU. Examples of mishaps include lightning strikes, cable breakage, etc. Such a mishap not only prevents communication with the top-level RTU, it also prevents the OpenBSI workstation from receiving data from the lower level RTUs, since it normally achieves its connection by receiving data that passes through the top-level RTU. An operator, who notices the communication failure activates a BSAP local line which bypasses the failed portion of the network, and one-at-a-time, manually selects an RTU, initiates dialing, and collects data, just as the failed RTU would have done. This allows communications to continue until the disruption is tracked down and repaired.
Another possible application for BSAP local lines is to provide backup communications with IP RTUs when an Ethernet communication line fails. For Network 3000 RTUs the backup link must use a configured
seudo slave port or pseudo slave with alarms port in each RTU since slave or VSAT slave ports cannot exist in the same ACCOL load as an IP slave port.
Note: In any of these scenarios, communication traffic only proceeds from one OpenBSI workstation to any particular RTU through one communication line at any one time. For this reason, any RTU reachable
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p
p
by the configured BSAP local line continues to receive its communication traffic via the BSAP local line, even after you repair
roblems affecting the regular communication line. Therefore, when the regular communication line is ready to return to service, shut down the BSAP local line to resume normal operation.
Figure 1-5. Using BSAP Local Line for Communication in an
Emergency where top-level node dials lower levels nodes

1.4 IP Networks

Internet Protocol (IP) is a standard communications protocol for data transmission over a computer network. It also allows computers on different networks to exchange information with one another.
Note: For a general reference on IP, see Internetworking with TCP/IP,
Volume I: Principles, Protocols, and Architecture by Douglas E. Comer.
1.4.1 Applications Using IP
1-10 Introduction Issued Nov-2016
IP allows you to connect ControlWave/Network 3000 RTUs together using Ethernet, a standard type of local area network (LAN) originally developed by Xerox Corporation. IP nodes are RTUs which support IP communication. IP nodes can also communicate using other
rotocols such as serial Point-to-Point Protocol (PPP).
OpenBSI Utilities Manual
Warning
communication between ControlWave or Network 3000 RTUs. The normal, intended application is for a “closed circuit” internet (LAN) of RTUs and workstations in a company plant or industrial site.
While, there is no built-in restriction against connecting an IP network of these nodes to the world-wide Internet, remember that any external IP connection (no matter what brand of RTUs and software you use) poses potential risks.
Always change default passwords, as well as default UDP/TCP socket numbers, to lessen the possibility that an unauthorized person could access your internal company process control data.
While these security features help prevent accidental access by plant personnel, do not consider them protection against intentional malicious activity by a sophisticated intruder, i.e. professional “hacker”. Consider purchasing commercially-available "firewall" software to gain a further degree of protection against such malicious intrusions.
1.4.2 Differences between IP Nodes and Other RTUs
We are discussing the Internet Protocol (IP) for use in
From the user's point of view, IP nodes differ primarily in the configuration required for communications. In Network 3000 RTUs, for example, you must configure an IP port inside the ACCOL load. You configure characteristics of the port (baud rate, stop bits, etc.) using the Flash Configuration Utility.
In LocalView you assign an IP address for each IP port on the IP node. (We’ll discuss IP addresses in more detail, later.)
Networks using only IP nodes are somewhat different from standard BSAP networks. There is no hierarchical structure enforced at the network level. For certain applications, this has significant advantages over BSAP, because all nodes in a given section of the network exist on the same level; this simplifies peer-to-peer communication because you don’t need more than a single pair of IP_Client / IP_Server modules to get a message from one node to any other node because all nodes are “siblings” on the same level (see Figure 1-6.)
Note: There is no concept of “polling” in IP networks.
Network Definition Files (NETDEF) at the Network Host PC (NHP) hold Information on the IP addresses for a given section of the network. You use NetView to create the NETDEF files.
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Figure 1-6. Typical IP Network Using Ethernet
If an IP node or an OpenBSI workstation needs to communicate with another IP node or OpenBSI workstation, and it doesn't know the address of the IP port for that node or workstation, it obtains the necessary addresses and routing information from the NETDEF files at the NHP.
1.4.3 Controllers That Support IP
The ControlWave series and two Network 3000-series RTUs (the 386EX Protected Mode DPC 3330 and DPC 3335 controllers with PES03 / PEX03 or newer firmware and Ethernet hardware) support IP.
In addition to Ethernet, ControlWave controllers support serial IP communications using the Point-to-Point Protocol (PPP).
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f
F
Format of IP Addresses
Each network connection from an IP node has a unique IP address within the network. Remember that the system associates the IP address with the network connection (IP port) on the node, not the node itself. This potentially allows a single IP node more than one IP port, and consequently, more than one IP address.
IP addresses consist of 32 bits (1's and 0's) divided up into 4 groups of 8 bits each. A period separates each group. You convert each group of 8 bits from binary to a decimal number from 0 to 255 (see ). The resulting IP address is in dotted decimal notation.
Figure 1-7. IP Address Explanation
Meaning of IP
Address Components
Each of the numbers in the address has a specific meaning. For our
urposes, the IP address consists of a common network portion for
each node in the network, and a unique local portion for each particular node.
Assign addresses to be consistent with whatever conventions you establish for your system. In addition, you must follow certain rules for defining addresses – we discuss these later in this chapter.
You use the sub-net mask to define the specific meaning of each part o the address. The sub-net mask consists of another set of 32 bits (which you must convert to dotted decimal notation). Each bit in the sub-net mask corresponds to a bit in the IP address. If you set a bit in the sub-net mask to 1 (ON), then we assume the corresponding bit in the IP address is part of the network portion of the IP address. The system ignores (or “masks”) the network portion when it communicates to nodes within the same network, because by definition, the network portions of the addresses for all nodes in the same network are identical. We assume any bit in the sub-net mask which is 0 (OFF) is part of the local addressing scheme.
igure 1-8 shows the IP address and corresponding sub-net mask for an
IP address of 120.0.210.1 and a sub-net mask of 255.0.0.0.
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Rules for Local Addressing Schemes
Figure 1-8. Sub-net Mask Explanation
Once again, a “1” in the sub-net mask indicates that the corresponding bit in the IP address bit belongs to the network portion of the address. Because the first part of the IP address “01111000”. has a corresponding sub-net mask of “11111111'”we know that “01111000” (120 in decimal) is the network portion of the address.
The remaining parts of the IP address “00000000.11010010.00000001” have a corresponding sub-net mask of “00000000.00000000.00000000”. These bits belong to the local portion of the address.
When you create your IP address, the network portion of the address must appear first. For example, if the network portion is 200, you cannot define an IP address as 0.200.14.1. The network portion must appear first. This means that when you create the sub-net mask, the masked portion (i.e. all 1's) must appear first.
The organization of the remaining bits follows any local communications scheme you choose to devise, except that each group o bits that represents something must be contiguous.
For example, let's say you “mask out” the first 16 bits to define the network address, i.e. your sub-net mask is:
11111111 . 11111111 . 00000000 . 00000000
which in dotted decimal format is:
255 . 255 . 0 . 0
That leaves 16 bits (indicated by the 0's) for your local communications scheme.
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You might want to use the first eight bits to indicate a section or area number for a section of your network. Eight bits allows you to define up to 256 sections. You can use another 8 bits (remaining out of the 16 available) to indicate a node number, allowing up to 256 IP RTUs and OpenBSI workstations in a given section (see Figure 1-9).
Figure 1-9. Sample IP Addressing Scheme
If you have a device (controller, or workstation) which will have multiple IP ports, we recommend you exercise special care when specifying the IP address and mask for each IP port to ensure that IP communication functions according to your plan. For example, you typically would want each IP port to sit on a unique IP network. This is because having two or more IP ports of the same device on the same network is not particularly useful, since only one of the ports will be allowed to send messages out to the network; the other ports will only be able to receive messages.
Sub-net masks determine which nodes are reachable from a given node
The previous sections cover the mechanics of creating IP addresses and sub-net masks. Another aspect we must discuss is the importance of IP addresses and subnet masks.
The IP address and sub-net mask defines the range of acceptable addresses with which the node potentially communicates. For example, if one node’s IP address is 4.3.2.1 and another node’s IP address is
100.100.0.1, there is no common network portion between the two addresses. For that reason, these two nodes cannot communicate with each other directly; they belong to different networks. Any messages between these nodes must pass through one or more router computers.
For two nodes to communicate directly, the network portion of their addresses (specified by the sub-net mask) must match exactly.
To illustrate this concept, look at Figure 1-10. The network shown has one
etwork Host PC (NHP) called NHP1, and three RTUs named
OAK_STREET, ELM_STREET, AND WALNUT_AVE.
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Figure 1-10. IP Network with Error in Sub-net Masks
Table 1-2, however, reveals a problem with the configured sub-net
masks.
Table 1-2. Explanations of IP Addresses and Masks
Node Name IP Address, Sub-net Mask
NHP1 IP ADR: 100.22.49.1
MASK: 255.255.255.0
WALNUT_AVE IP ADR: 100.22.49.178
MASK: 255.255.0.0
OAK_STREET IP ADR: 100.22.50.33
MASK: 255.255.0.0
ELM_STREET IP ADR: 100.22.51.14
MASK: 255.255.0.0
SW1-5 IP ADR: 100.22.49.1
MASK: 255.255.255.0
SW1-6 IP ADR: 100.22.49.178
MASK: 255.255.0.0
SW1-7 IP ADR: 100.22.50.33
MASK: 255.255.0.0
Mask Says This Node Can Send Messages to All Nodes with These Addresses
100.22.49.yyy where yyy is an integer from 0 to 255.
100.22.yyy.zzz where yyy and zzz are integers from 0 to 255.
100.22.yyy.zzz where yyy and zzz are integers from 0 to 255.
100.22.yyy.zzz where yyy and zzz are integers from 0 to 255.
100.22.49.yyy where yyy is an integer from 0 to 255.
100.22.yyy.zzz where yyy and zzz are integers from 0 to 255.
100.22.yyy.zzz where yyy and zzz are integers from 0 to 255.
SW1-8 IP ADR: 100.22.51.14
MASK: 255.255.0.0
SW1-9 IP ADR: 100.22.49.1
MASK: 255.255.255.0
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100.22.yyy.zzz where yyy and zzz are integers from 0 to 255.
100.22.49.yyy where yyy is an integer from 0 to 255.
OpenBSI Utilities Manual
Node Name IP Address, Sub-net Mask
SW1-10 IP ADR: 100.22.49.178
MASK: 255.255.0.0
Based on their specified IP addresses and sub-net masks, OAK_STREET, ELM_STREET, and WALNUT_AVE can all communicate with each other. They can also send messages to NHP1.
There is a problem, however. NHP1’s sub-net mask specifies that it can only send messages to nodes with addresses 100.22.49.nnn where nnn is an integer from 0 to 255. Therefore, the only node it can send messages to is WALNUT_AVE.
To remedy this situation, we need to change NHP1's sub-net mask to
255.255.0.0 so that it can also send messages to OAK_STREET and ELM_STREET. See the corrected sub-net mask in Figure 1-11.
Mask Says This Node Can Send Messages to All Nodes with These Addresses
100.22.yyy.zzz where yyy and zzz are integers from 0 to 255.
Figure 1-11. IP Network with Corrected Sub-net Mask
1.4.4 Guidelines for Choosing Addresses in a Private Network
If you have a small network which you don’t plan to connect to the world-wide Internet, your choice of IP addresses is largely unrestricted. Even if you have no plans to connect your network to the global Internet, however, the Internet Engineering Task Force recommends, as per RFC 1918 (http://www.ietf.org/rfc/rfc1918.txt) that you assign IP addresses for your private networks from the following ranges:
10.0.0.0 to 10.255.255.255
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172.16.0.0 to 172.31.255.255 192.168.0.0 to 192.168.255.255
Internet governing bodies set aside these particular ranges of Internet addresses for private networks. Most Internet Service Providers (ISP) recognize any messages coming from these addresses as messages from private networks, and the ISPs filter them out. This helps avoid addressing conflicts should an accidental connection occur between a private network, and the global Internet.
Devices (e.g. RTUs, workstations) in our networks always use fixed IP addresses. This causes certain complexities if you choose to use Dynamic Host Configuration Protocol (DHCP) in your network. Because DHCP assigns IP addresses dynamically, as needed, you must examine your DHCP server to determine the addresses assigned for each RTU or workstation, and then manually enter those addresses in NetView. You should then specify the longest possible lease time for the addresses, to help prevent the loss of a given address through a device failure.
We also strongly recommend you configure the DHCP server to permanently reserve the addresses for the RTUs. (To do this, associate the addresses with RTU MAC addresses within the DHCP configuration or use a totally different address range). Do the same when you configure RAS servers or other machines designed to provide dynamic addressing information. Otherwise, you might accidently use duplicate IP addresses on your network.
1.4.5 IP Network Variations – Connecting Two Networks with a Single Router
Figure 1-12 shows a typical OpenBSI network using IP. A Network Host PC (NHP) and additional OpenBSI workstations sit on the same network as the RTUs (IP nodes). They exist on the same sub-network, and the addresses of all of the devices share the same range of IP addresses.
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Figure 1-12. Typical IP Network Using Ethernet
For small networks of up to a few hundred nodes this type of configuration is fine. More complex network configurations are possible, however. When you need many hundreds or even thousands of nodes, or nodes in different geographical locations, the type of configuration, shown above, may prove inadequate.
You may find yourself in a situation where, because of new system requirements, devices on a self-contained existing network now need to share data with devices from an entirely different network.
Imagine, for example, a natural gas field (Figure 1-13) with hundreds of different RTUs and workstations that uses an address range beginning with 10.87.1.x. which now, because of changing requirements, must share data with another natural gas field full of controllers and workstations. This other network, in a different location, uses an address range beginning with 172.24.x.x. Because their current address ranges are incompatible, you cannot easily combine these two networks into a single network.
It might be impractical to try to assign new IP addresses to one group or the other; - - there might not even be enough unused addresses available for you to do that, or the man-hours required to physically re-program the devices might be prohibitive.
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Figure 1-13. Two Separate IP Networks That Cannot Communicate with Each Other
You use a device called a router (also known as a gateway) in these sorts of situations. See Figure 1-14.
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Figure 1-14. Connecting Two Separate IP Networks with a Router
A router is a device which has multiple IP ports such that the router belongs to more than one network. As part of each network, it takes messages from devices in one network and routes them to devices in another network. Typically, a router is a physical hardware device specifically designed for message routing. Software implementations of routers also exist.
Note: Because IP RTUs such as the DPC 3330, and ControlWave can contain more than one IP port (and so can sit on more than one network) the RTUs can actually serve as routers.
In our IP networks, one way you can specify a router is to designate it as the default gateway. When you define a particular IP network, the system automatically sends any message with a destination IP address which lies outside the defined address range for that network to the default gateway, i.e. the router. You define the default gateway from the IP Parameters tab of the Flash Configuration utility.
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Figure 1-15 shows how to specify the default gateway address for Network "A" and Network "B" controllers, respectively, in our example. Both networks actually use the same device with two different IP ports (one RTU sits on each of the two networks).
Default Gateway (G/W) is an address where any message that cannot be routed within the network will be sent. All controllers in Network “A” have this as their default gateway.
Figure 1-15. Defining an RTU as a Router
1.4.6 IP Network Variations - Using Multiple Routers (Gateways) and RIP for a Fault Tolerant Connection
Beginning with ControlWave firmware CWP02.0, you can configure multiple gateways (routers) to communicate using Routing Internet Protocol (RIP). We discuss this subject in Chapter 5 in the description of the IP Routes tab of the Flash Configuration Utility.
1.4.7 IP Network Variations - Using Multiple Routers (Gateways) without RIP
The Routing Internet Protocol (RIP) we discuss in Chapter 5 only works if the PC and all devices that serve as routers on the network can send/receive RIP broadcasts. If they can’t, or, if you want to prevent the network overhead of a protocol like RIP, you must find an alternative method for using multiple routers.
All controllers in Network “B” have this as their default gateway
One way you can configure this is through the ROUTE ADD command from the DOS prompt of your PC.
In Figure 1-16, an OpenBSI workstation (PC) only accesses devices in the 10.x.x.x network.
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Figure 1-16. Separate Networks that Share a Router
Messages from the OpenBSI workstation cannot reach the other
172.16.x.x and 192.168.x.x networks. You can configure communication using ROUTE ADD because those networks have a connection (using routers) to the same network that the OpenBSI workstation is on. The syntax for the command is:
ROUTE ADD aaa.bbb.ccc.ddd MASK eee.fff.ggg.hhh iii.jjj.kkk.lll
Where:
aaa.bbb.ccc.ddd is the destination address range you want to reach
eee.fff.ggg.hhh is the IP Mask for that address range
iii.jjj.kkk.lll is the address of the gateway or router which
provides a route to that destination.
For the figure, shown earlier, if you enter the following ROUTE ADD commands at the DOS prompt, the PC allows messages traffic from the OpenBSI workstation to the RTUs on the 172.16.x.x and 192.168.x.x networks:
ROUTE ADD 172.16.0.0 MASK 255.255.0.0 10.0.1.200 ROUTE ADD 192.168.0.0 MASK 255.255.0.0 10.0.0.10
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1.5 IP Network Security Protocols (CHAP and PAP) Used on PPP Links
While not required, we strongly recommend you consider using one of the two supported security protocols (PAP and CHAP) to help prevent unauthorized access to your network by an intruder (hacker). Typically, you should use CHAP since it is more secure.
The PAP and CHAP protocols operate in a client/server arrangement. The ControlWave RTU operates as a CHAP (or PAP) server. Either a ControlWave RTU or an OpenBSI workstation operates as a CHAP (or PAP) client. Any client must always supply a valid username/password combination to gain access to the server.
If the OpenBSI workstation is the client, you enter the username and password directly in response to a login prompt. These must match one of the username / password combinations stored in the ControlWave.
If a ControlWave RTU is the client, use the "Challenge Protocol Default Username" field in the “Ports” page of the Flash Configuration Utility to enter the username. The RTU automatically transmits the username / password text string for that username in response to a login prompt from the server.
Both of these security methods are similar at the user level. The difference is in the underlying operation of the protocols.
1.5.1 Challenge Handshaking Authentication Protocol (CHAP)
The CHAP server (ControlWave) issues an encrypted challenge message (which appears as a normal login prompt) to any CHAP client
(workstation or ControlWave) that requests access. CHAP encrypts the supplied username and password according to a pre-defined secret encryption key. The result is called the response message.
Even though the username / password combination for a particular user does NOT change on each login attempt, the encrypted challenge and response messages are different on each attempt. This helps prevent an intruder from replicating the proper response message for a given challenge message, either through trial and error or “brute force” searches of all possible challenge messages.
Another characteristic of CHAP is that even after the client logs in, subsequent challenge / response transactions occur to verify that the connection is still with a valid user.
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Example 1 - In this first CHAP example, the CHAP client is a PC workstation, and the CHAP Server is a ControlWave RTU.
Figure 1-17. CHAP – Workstation to Controller
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Example 2 - The second CHAP example is very similar, except in this case, the CHAP client is another ControlWave RTU. For this reason, you configure a username/password combination (default IP user) and store it in FLASH memory. You also configure a Challenge Protocol Default Username on the IP parameters page of the Flash Configuration Utility, to reference the default IP user.
Figure 1-18. CHAP – Controller to Controller
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1.5.2 Password Authentication Protocol (PAP)
PAP requires a client requesting access to provide a username and password, similar to CHAP. PAP is a simpler method of protection, however, that has certain characteristics which make it less secure than CHAP.
PAP allows clients to send passwords as clear “plain text” unencrypted strings of characters. This could allow an unauthorized person to intercept a password message, and then subsequently use the password to gain access.
PAP also has no safeguards against repeated attempts to log in. For example, an intruder using trial and error to “guess” a password, or someone using software which performs a “brute force” search of all possible passwords could gain access.
Example 1 - In the first PAP example, the PAP client is a PC workstation, and the PAP Server is a ControlWave RTU.
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Figure 1-19. PAP – Workstation to Controller
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Example 2 - The second PAP example is very similar, except in this case, the PAP client is another ControlWave RTU. For this reason, you configure a username/password combination (default IP user) and store it in FLASH memory. You also configure a Challenge Protocol Default Username, on the IP parameters page of the Flash Configuration Utility, to reference the default IP user.
Figure 1-20. PAP – Controller to Controller
Further Information
For further information on PAP and CHAP, see these documents, both of which are available at www.ietf.org.
PPP Authentication Protocols by Brian Lloyd and William
Simpson, Daydreamer Computer Systems Consulting Services, RFC 1334, October, 1992.
The MD5 Message-Digest Algorithm by Ronald Rivest, MIT
Laboratory for Computer Science, and RSA Data Security Inc., RFC 1321, April, 1992.
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1.6 Mixed Networks (Both BSAP and IP nodes)
You can configure multiple IP networks for any Network Host PC (NHP). In addition to IP network(s), you can also define multiple BSAP networks, immediately below the NHP. The NHP serves as the BSAP network master computer.
You can also create a BSAP sub-network underneath an IP node. In this case, the IP node must be the only BSAP Level 1 node, and the NHP is still the Network Master.
These configurations are useful, for example, if you want to add some IP RTUs to an existing network of BSAP nodes.
Figure 1-21 shows a typical configuration which mixes both IP nodes and BSAP network(s). The BSAP node shown on the left hand side, under the IP node, is a small BSAP sub-network which includes only one node. The large grouping of BSAP nodes on the right is a BSAP network.
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Figure 1-21. Mixed Network – IP and BSAP
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Chapter 2 – Installing OpenBSI
This chapter discusses the hardware and software requirements for OpenBSI installation, installation instructions, and software registration.
In This Chapter
2.1 Hardware and Software Requirements ..................................................... 2-2
2.1.1Controllers used with OpenBSI ................................................. 2-2
2.1.2Recommended Hardware/Software for the OpenBSI Workstation:
................................................................................................... 2-2
2.2 Installing the OpenBSI Utilities .................................................................. 2-3
2.3 Registering Your Software ....................................................................... 2-10
2.3.1How do I Register My Software? ............................................. 2-10
2.4 How to Transfer a License from One PC to another PC ......................... 2-17
2.4.1Using the software… ............................................................... 2-22
2.5 Using OpenBSI with Newer Microsoft® Windows Operating Systems ... 2-22
2.5.1Which OpenBSI Features are affected? ................................. 2-23
2.5.2How do I make these applications work properly with Windows?2-23
What is a Firewall? ............................................................................. 2-23
2.6 Using OpenBSI with Microsoft® Windows XP Service Pack 2 ............... 2-24
2.6.1Reconfiguring the Windows XP Firewall ................................. 2-24
2.6.2Disabling the Windows XP Firewall ......................................... 2-24
2.6.3Making Object Server an Exception to the Windows XP Firewall2-24
2.6.4Add Ports for DCOM and RTRSERVC for the XP firewall ...... 2-26
2.6.5Add Ports for the Bristol IP Driver (BSIPDRV) for the XP firewall2-28
2.6.6Reconfiguring the DCOM Software for the XP firewall ........... 2-29
2.7 Using OpenBSI with Microsoft® Windows 2008 Server .......................... 2-34
2.7.1Reconfiguring the Windows 2008 Server Firewall .................. 2-34
2.7.2Disabling the Windows 2008 Server Firewall .......................... 2-34
2.7.3Making Object Server an Exception to the Windows 2008 Server
Firewall .................................................................................... 2-35
2.7.4Add Ports for DCOM and RTRSERVC for the Windows 2008
Firewall .................................................................................... 2-37
2.7.5Add Ports for the Bristol IP Driver (BSIPDRV) for the Windows 2008
Server Firewall ........................................................................ 2-39
2.7.6Reconfiguring the DCOM Software for the Windows 2008 Server
Firewall .................................................................................... 2-41
2.8 Using OpenBSI with Microsoft® Windows 7 ........................................... 2-47
2.8.1Reconfiguring the Windows 7 Firewall .................................... 2-47
2.8.2Disabling the Windows 7 Firewall ........................................... 2-47
2.8.3Making Object Server an Exception to the Windows 7 Firewall2-47
2.8.4Add Ports for DCOM and RTRSERVC for the Windows 7 Firewall
................................................................................................. 2-56
2.8.5Add Ports for the Bristol IP Driver (BSIPDRV) for the Windows 7
Firewall .................................................................................... 2-57
2.8.6Reconfiguring the DCOM Software for the Windows 7 Firewall2-59
2.9 Using OpenBSI with Microsoft® Windows 10 Professional .................... 2-59
2.9.1Reconfiguring the Windows 10 Firewall .................................. 2-59
2.9.2Disabling the Windows 10 Firewall ......................................... 2-59
2.9.3Making Object Server an Exception to the Windows 10 Firewall2-60
2.9.4Add Ports for DCOM and RTRSERVC for the Windows 10 Firewall
................................................................................................. 2-67
2.9.5Add Ports for the Bristol IP Driver (BSIPDRV) for the Windows 10
Firewall .................................................................................... 2-68
2.9.6Reconfiguring the DCOM Software for the Windows 10 Firewall2-70
2.10 Using OpenBSI with Microsoft® Windows 2012 Server .......................... 2-70
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2.10.1Reconfiguring the Windows 2012 Server Firewall .................. 2-70
2.10.2Disabling the Windows 2012 Server Firewall .......................... 2-70
2.10.3Making Object Server an Exception to the Windows 2012 Server
Firewall .................................................................................... 2-71
2.10.4Add Ports for DCOM and RTRSERVC for the Windows 2012 Server
Firewall .................................................................................... 2-80
2.10.5Add Ports for the Bristol IP Driver (BSIPDRV) for the Windows 2012
Server Firewall ........................................................................ 2-81
2.10.6Reconfiguring the DCOM Software for the Windows 2012 Server
Firewall .................................................................................... 2-83
2.11 Recommendations for Using OpenBSI ActiveX Controls ........................ 2-83

2.1 Hardware and Software Requirements

OpenBSI requires a suitable PC workstation, and collects data from ControlWave and/or Network 3000 controllers.
2.1.1 Controllers used with OpenBSI
OpenBSI requires a network of ControlWave and/or Network 3000­series controllers (RTUs). OpenBSI functions with any ControlWave RTUs as well as any Network 3000 RTU with released firmware created after 1994.
2.1.2 Recommended Hardware/Software for the OpenBSI Workstation:
To run OpenBSI, your PC workstation must meet the following minimum system requirements:
1 GHz processor at least 200 MB free disk space for use by OpenBSI 512 MB RAM (more recommended) CD-ROM drive VGA Monitor (minimum 256 colors 800x600). Optimal screen
resolution for OpenBSI web pages is 1024 x 768.
Mouse Communication cable(s) to connect the PC to the RTU network Microsoft® Windows® 2008 Server, Windows® 7.0 Professional,
Windows® 10 Professional, or Windows® 2012 Server. OpenBSI supports both 32-bit and 64-bit operating systems. We
recommend you install the latest available service pack for your operating system.
Microsoft® Windows® 7.0 Enterprise is not supported.  Note: Emerson only tests OpenBSI on the following platforms:
Windows 7.0 Professional, Windows 10 Professional, and Windows™ 2008 Server including both dual core, and dual-core dual-processor computers.
Microsoft® Internet Explorer Version 5 or newer (Required for
ControlWave web pages).
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Note: For older OpenBSI versions, if you use Microsoft® Windows XP
Service Pack 2 (or newer), you must change default operating system settings for certain OpenBSI features to work. Please see the Using OpenBSI with Microsoft® Windows XP Service Pack 2 notes at the end of this chapter for details.

2.2 Installing the OpenBSI Utilities

We recommend you shut down all other programs before you begin to install OpenBSI. OpenBSI includes several different packages – which packages you choose to install depends on your application. You must register some packages to continue using them after the 60-day trial period expires.
Caution
If you install over an existi ng v ersi on of Open BSI, an d y ou pr evio usly added other programs or data to the default OpenBSI installation folder (\Program Files\Bristol\OpenBSI\) or its sub-folders (ControlWave projects, Sixnet I/O definitions, etc.) you must back them up prior to the OpenBSI installation.
If you install OpenBSI Network Edition over an existing version of OpenBSI, data in the \OpenBSI folder is automatically copied to the user files area. The original data is left untouched. The default user files area is \ProgramData\Bristol\OpenBSI. Note: Windows normally hides this folder.
If you install BSI_Config over an existing version of BSI_Config, the installation leaves existing data files in the \OpenBSI area untouched and BSI_Config continues to use the existing \OpenBSI area for new data files.
You cannot install OpenBSI Network Edition or BSI_Config on the same PC as Field Tools s oft ware v ersi ons p rio r to 2.0. Fiel d To ols v e rsion 2.0 (and newer) can coexist on the same PC with OpenBSI Network Edition or BSI_Config. You also cannot install OpenBSI Network Edition or BSI_Config on the same PC with OpenEnterprise Version 3.1 or newer.
Beginning with OpenBSI 5.8, th e older OPC Server is not supported; use Object Server instead. Once you install OpenBSI 5.8, any older version of OPC Server on your PC ceases to function.
If you install OpenBSI on a different driv e from a prev ious inst allation, y ou must uninstall the prev ious ver sion and edit the Win do ws system path statement to remove the prev ious Op enBSI pa th refere nce, befo re you install the new version.
If you use OpenBSI utilities in conjunction with a third-party human­machine interface (HMI) package, you must remove any version of the file BSI32.DLL from the installation directory of the third-party package, and replace it with the newer version from the OpenBSI installation directory. If you don’t remove the older version, OpenBSI will function improperly. Although not recommended, if you install OpenBSI and the third-party package in the same installation directory, install OpenBSI after the third-party package to solve the BSI32.DLL problem.
You cannot install ControlWave Designer on the same PC on which you have installed other KW products (for example MULTIPROG or another product which incorporates MULTIPROG) or else you may encounter
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licensing issues or other problems. Please review the release notes (README.DOC, README.TXT) for any
late changes not included in this manual.
1. Log into the workstation with administrative privileges.
2. Insert the OpenBSI CD-ROM in your CD-ROM drive.
3. If your CD-ROM drive has autorun enabled, skip to the next step.
Otherwise, open a DOS prompt with administrative privileges, then set the folder to the CD root directory, and run the same “open” command that is in the autorun.inf file on the CD, for example “demo32.exe openbsi.dbd”. When the CD browser screen appears, choose the Install OpenBSI option.
4. A screen reminds you to close all other programs, and warns you
that older OpenBSI versions will be removed. Click Next. (See Figure 2-1.)
Click Next
Figure 2-1. OpenBSI Installer - Welcome Screen
5. A license agreement screen opens (Figure 2-2). Review the
agreement, using the scroll bar to bring it into view. Click I accept the terms of the license agreement to proceed. Then click Next.
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Click here, then click Next
Figure 2-2. OpenBSI Installer - License Agreement
6. On the next screen (Figure 2-3), you can specify the user files
folder. The system stores user files such as ControlWave projects, ACCOL files, recipes, and network files in sub-folders of this folder. Note: If User Account Control (UAC) is enabled in Windows, you must have modify access to this folder. The default is C:\ProgramData\Bristol\Openbsi. Use the default or use Browse to specify a different user files folder. When finished click Next.
Note: You can use the OpenBSI Folders tab of the Advanced
Configuration tool to view/change the names of sub-folders of the OpenBSI user files folder. See Appendix E for details.
Click Next
Figure 2-3. OpenBSI Installer – User File Folders
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7. On the next screen, use the check-boxes to select whichever
package(s) you want to install.
Figure 2-4. OpenBSI Installer - Choose Packages
Table 2-1. OpenBSI Packages
Software Component Description
Network Edition: NetView You use NetView to configure the OpenBSI
Workstation and start OpenBSI communications. This selection also installs several other tools including LocalView, DataView, Alarm Router, BSAP to IP Redirector, Remote Communication Statistics Tool, Data Array Utility, ACCOL and 1131 Downloaders, Off-Line Database Configuration utility, Signal Extractor, Signal Writer, OpenBSI DDE Server, ValScan, ActiveX Controls, Web_BSI web pages.
Harvester You use the programs in this package to collec t array
archive and audit trail data, and export it to data files. This package includes the OpenBSI Harveste and the Data File Conversion Utility. For information on the Harvester software see the OpenBS Harvester Manual (document# D5120). NOTE: In order to use the Harvester, you must also install NetView.
Programming Software:
ACCOL Workbench Lets you create, edit, and d ebug ACCOL files used in
ControlWave Designer with ACCOL III
a Network 3000 series RTU. See the ACCOL Workbench User’s Manual (document# D4051) fo
details. In addition, the ACCOL Downloader and LocalView programs are included.
This software lets you create, edit, and debug IEC 61131 projects for the ControlWave RTU. Fo information on using ControlWave Designer, see
Getting Started with ControlWave Designe
(document# D5085). This selection also includes the
CCOL III Function Block Library, ACCOL Translator,
and the IEC 61131 Downloader.
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Virtual ControlWave The Virtual ControlWave includes a set of tools that
allows you to take real-time signals from the OpenEnterprise Database and bring them into a ControlWave Designer project. Once in ControlWave Designer, you can create calculations using those signals. Then you compile and downloa d the projec into the Virtual ControlWave, where it runs like an other project. The Virtual ControlWave then stores results of the calculations back in the OpenEnterpr ise Database.
Security Vision The Security Vision application is a package of
hardware and software which allows a ControlWa ve RTU to store images from a remote security camera, and make them available to operators back at the OpenBSI Workstation.
Setup and Configuration Utilities:
BSIConfig This free package includes web pages n ecessary for
Remote I/O Tools This package installs I/O Tools for configuring
Communications Interfaces for Non-OE Users:
ObjectServer The ObjectServer suite works with OpenBSI to
ObjectServer Database This uses OpenBSI communications to collect real-
ObjectServer Client This transfers data between the ObjectServer
WebToolkit This consists of a set of tools th at allow you to create
calibration and configuration of the 3530-series o TeleFlow flow computers, correctors and recorders, as well as the 3808 MVT Transmitter and the 4088B. It also includes LocalView, Diagnostics, WINUOI, and the ControlView file viewer utility. IMPORTANT: You
cannot install the standalone version o BSIConfig on a PC that already has OpenBSI Network Edition installed.
ControlWave Ethernet I/O. See the on-line help in the Remote I/O Toolkit for information on how to use the Remote I/O Tools.
provide OPC clients (such as an HMI package) with real-time access to a network o ControlWave/Network 3000 RTUs.
time and alarm data from the RTU ne twork and store it in a database.
database and a third-party HMI that serves as an OPC client.
a simple HMI using web pages. This HMI retrieves and displays data from ObjectServer.
8. Once you make your choices, click Next.
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9. This is your last opportunity to make any changes prior to starting
the installation. If you want to make changes, you can click Back to go back to earlier pages. If you want to read the printed release notes for this version of OpenBSI, check the View the Release Notes box. (See Figure 2-5.)
10. If you are ready to perform the installation, click Install, and the
installation process starts. Be patient, as it may take several minutes to install all of the different utilities, depending upon which you choose.
Click Install
Figure 2-5. OpenBSI Installer – Ready to Install
11. When the installation completes, re-boot your computer when
prompted (see Figure 2-6). This must be done in order for OpenBSI to function properly. If you choose not to re-boot now, you must do so before running OpenBSI. Click Finish, and the installation will be complete, and re-boot will proceed, if you chose to do it now.
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Click Finish
Figure 2-6. OpenBSI Installer – Installation Finished
After re-boot, an “OpenBSI Tools” menu selection is added to your Windows Start Programs menu through which you can access the various OpenBSI utilities. If you prefer, you can create Windows™ shortcuts to the tools to provide access through icons on the desktop. See your Windows™ documentation for information on how to do this.
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2.3 Registering Your Software

Upon initial installation, the OpenBSI software packages operate for a 60 day evaluation period. Each time you start the software the system displays a reminder message telling you that the software is not registered (see Figure 2-7), and shows you a count of the number of days remaining in the trial period. During this trial period, you can continue to run the software without registering by clicking OK.
At the conclusion of the 60-day evaluation period, the OpenBSI software
Caution
packages cease to function. You MUST register the software packages in order to use them after 60 days. Do NOT attempt to set back the da te on your computer in order to extend the evaluation period; doing so disables the software and terminates the evaluation period.
Figure 2-7. Software Not Registered Message
2.3.1 How do I Register My Software?
1. Install the desired software package(s) on your computer as
described in Section 2.2. The computer must have an active Internet connection.
Note: If this computer does not have an active Internet
connection, you will need access to a computer which does, and you will need a USB thumb drive (or other method) to transfer the license file between the Internet-connected computer, and the computer on which you have installed the software.
2. Start the License Manager software, on the computer containing the
newly installed software packages, using the sequence: Start > Programs > Bristol Babcock Licensing> License Manager.
3. The License Manager examines your PC, and identifies in a list,
which OpenBSI software packages are installed on this computer (see Figure 2-8). Any package that is not registered shows as Trial in the State field. Click Create LRF to generate a License Request File (*.LRF) and save the file on your PC. Leave the License Manager session running.
Note: Make note of where on this computer you save the LRF file,
because you will need it later.
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This lists the software packages currently installed on this computer.
Click Create
LRF
Figure 2-8. License Manager
4. Click Get Key, and your Internet browser brings you to the
Software Registration area of the Emerson Remote Automation Solutions website. Alternatively, in your browser, go to:
http://www2.emersonprocess.com/en-
US/brands/remote/systems_and_software/supportnet/Pages/license_re gistration.aspx
Note: If this computer does not have internet access, transfer the *.LRF
file you just created to a computer which does have internet access. You might need to copy it to a CD, use a USB thumb drive, or transfer it by other means. Once you load it onto the other internet-capable computer, use the URL in step 4 to proceed with the registration.
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Figure 2-9. Software Registration Page on Website – Initial Appearance
5. Click CLICK HERE TO REGISTER.
Figure 2-10. Software Registration Page on Website – Expanded Appearance
6. Click the Enter your License Id and Password and click Sign-On. Note: You can find the License Id and Password on a label affixed
to the outside of your OpenBSI CD-ROM package.
7. Now you have two options. You can view which licenses have been
purchased and are available for you to register, or you can skip that step and proceed to register your software. To view the available licenses, go to step 8. To register the software, skip to step 9.
Note: The Park option shown in Figure 2-11 does not apply to any
OpenBSI related products; use the transfer license option instead.
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Figure 2-11. Register or View Licenses
8. To view which software packages have been purchased for this
particular License Id number, as well as how many of those licenses are already in use, click the View link. The View Software Licenses page (Figure 2-12) opens. You may need to use the scroll bar to locate the product you want to view.
Figure 2-12. View Software Licenses Web Page
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Field Description Product Name This displays the name of the software packages fo
which licenses have been purchased using you Customer Id number. In addition to OpenBSI packages other software products such as OpenEnterprise packages are displayed.
Available This displays the number of licenses out of the total
number purchased which have not been registered for use. If the Available number is 0, you canno register a new copy of this particular package.
Quantity Ordered This displays the total number of licenses purchased
using this Customer Id number.
Clients If the particular package includes restrictions on the
number of I/O clients, that appears here.
I/O Points If the particular package includes restrictions on the
number of I/O points, that appears here.
9. To register your software, click the Register link. The Registration
Information page opens.
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Figure 2-13. Enter Your Information Web Page
10. Enter your name in the Your Name field, and your e-mail address in
both the E-mail Address and Verify E-Mail fields. Enter your mailing address in the Company Address fields then scroll down to specify your Country and specify your preferences about receiving notifications of product updates, service packs, contract renewals, and marketing announcements by e-mail.
11. Then use the Browse button to locate the license request file you
generated previously in Step 3. Finally, click Next. The Unlock Software Licenses page opens.
Note: The website will send yo u an e-mail with an attached unlock
key file to the e-mail address you specify here.
12.
Click the Unlock checkbox for the product(s) you want to register, then click Submit License Request to send the license request to the website.
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Figure 2-14. Submit License Request Web Page
13. If the license request is successful, the website generates a key file
you can use to unlock your software. Click Key file to download a copy of the key file (see Figure 2-15). (The website also e-mails you a copy of the key file at the e-mail address you entered in step 9.)
Note: If the computer which contains the locked software does not
have internet access, you need to transfer the key file back to that computer to complete the registration process.
Your unlock request has completed successfully.
Please download, save and apply the Key file using the License Manager.
Key file
A copy of the Key file has also been emailed to (your e-mail address here)
View
Figure 2-15. Download Key File Web Page
14. In order to complete the registration process, the key file you
received must reside on the PC containing the newly installed software packages. Go back to the License Manager session you started in Step 3. (If you shut the License Manager down, restart it by clicking Start > Programs > Bristol Babcock Licensing> License Manager.
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15. To apply the key file, click the Include Key button and specify the
location of the key file.
16. If the registration completes successfully, you will see the message
box in Figure 2-16; just click OK and you’re done. Reboot your PC for the new licenses to be activated.
Figure 2-16. License Successfully Updated message box

2.4 How to Transfer a License from One PC to another PC

Occasionally, it may be necessary for you to transfer an OpenBSI software license from one computer, to another computer. This might be necessary, for example, if you are upgrading to a newer computer, and want to shift your OpenBSI license to the newer computer, and remove it from the older computer.
In this explanation, the computer which is giving up its license will be referred to as the source computer and the new computer which will receive the transferred license will be referred to as the destination computer.
Note: In order to transfer the license, the license on the source
computer must already be registered, and the software must have already been installed on the destination computer.
1. Start the License Manager software, on the destination computer,
using the sequence: Start > Programs > Bristol Babcock Licensing> License Manager.
2. Select the unlicensed package you want to change from a trial /
demo package, into a licensed package, and generate an empty transfer request file.
Note: The transfer request file you create must be read-write. It
cannot be a read-only file.
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First, select the unlicensed package for which you want to obtain a license for from another computer.
Then click Create
Transfer
Figure 2-17. Generate a License Transfer Request File
3. Answer Yes to the prompt. (See Figure 2-18.)
Click Yes.
Figure 2-18. Confirm Transfer Request message box
4. Save the empty transfer (*.XFR) file. (See Figure 2-19.)
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Click Save to create the empty transfer file.
Figure 2-19. Save Transfer Request File
5. Click OK when the file is created.
Click OK.
Figure 2-20. XFR File Created Successfully
6. Copy the XFR File you just saved onto the source (licensed)
computer. You can transfer it via a USB thumb drive, e-mail, etc.
7. Start the License Manager software, on the destination computer,
using the sequence: Start > Programs > Bristol Babcock Licensing> License Manager.
8. Now, you must transfer the license of the software package, into the
transfer (*.XFR) file you created in Step 5. In the License Manager, select the license you want to transfer and click Transfer License.
9. Now locate the XFR file you created earlier and click Open.
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Open the XFR file you created earlier
Figure 2-21. Open XFR File on Source Machine
10. When the License Manager completes the update of the XFR file,
click OK. You now have successfully removed the license from the source computer, and stored it in a file. Notice now that the State field in the License Manager on the source computer no longer shows “Licensed” for this software package.
Click on
[OK]
Figure 2-22. License Transferred Into File
11. You can now copy the XFR file onto the destination computer. (You
can transfer it via a USB thumb drive, e-mail, etc.)
12. Once you copy the XFR file to the destination computer, you can
install, and complete the transfer. To do this, select the package which needs to be licensed, then click Install Transfer. (See Figure 2-23.)
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Select the package you want to license, then click Install
Transfer
Figure 2-23. Install Transferred License
13. The License Manager prompts you to confirm you want to install the
transferred license. Click Yes. (See Figure 2-24.)
Figure 2-24. Confirm Transferred License
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14. Specify the location of the updated XFR file on the destination
computer and click Open. This completes the transfer.
2.4.1 Using the software…
Most users can begin with one of the “Quickstart” chapters, listed below.
Chapter 3 - Quickstart (OpenBSI BSAP Communication) Chapter 4 - Quickstart (OpenBSI IP Communication)'
Detailed information on each option in NetView is included in Chapter 6 - Using NetView.
Information on programming configuration parameters at the controller using the Flash Configuration utility is included in Chapter 5 - Using LocalView.
Once the configuration activities described in these chapters are complete, you can proceed to use the other tools (Downloader, DataView, Signal Writer, etc.) The remaining chapters of this manual describe these tools.
As you are becoming familiar with a particular utility, you should also consult the Help Windows integrated with it. These are accessed from the Help menu bar selection in each individual utility, or by pressing the [F1] key.
Some utilities also include context-sensitive help, in which you point at the item for which you need help. Context-sensitive help is accessible through the icon shown at left.
2.5 Using OpenBSI with Newer Microsoft® Windows Operating Systems
Microsoft® Windows operating systems in recent years (XP and newer) include security enhancements designed to prevent unauthorized communication with other computers. If you have installed these operating systems on your computer, any application which Windows is unfamiliar with, and performs communications, may either be automatically prevented from working, or its operation may be restricted by the Windows operating system.
Like any other communications application, these security enhancements affect OpenBSI. Certain default Windows settings will disable some OpenBSI features. In order to remedy this situation, these OpenBSI application programs need to be identified for Windows, as authorized communicators. Once this is done, OpenBSI is recognized by Windows, and can operate normally.
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2.5.1 Which OpenBSI Features are affected?
Proxy communication – If your system incorporates proxy
OpenBSI Workstations, that is, OpenBSI Workstations that are not Network Host PCs, but that nonetheless communicate with RTUs through other OpenBSI Workstations, they will no longer communicate, either directly, or indirectly.
Bristol IP Driver – BSIPDRV - If your system communicates with
controllers using IP, both IP communications and time synchronization messages will be blocked by the firewall.
Object Server - This application uses OPC (OLE for Process
Control), an industry-standard communication method which is disabled by the operating system upgrade.
ActiveX Controls– The OpenBSI ActiveX controls (used in web
pages, for example) will still operate; however, users are required to perform extra steps to access them following the operating system upgrade. In addition, certain items, such as grid controls for signal lists, etc. may require a particular OpenBSI Service Pack, or Microsoft® Windows patch to work correctly.
2.5.2 How do I make these applications work properly with Windows?
In order for these OpenBSI applications to work properly again, you need to:
Re-configure the Windows Firewall software (if you’re using it). Re-configure the DCOM and RTRSERVC software on your
computer.
A firewall is either a software program or a hardware device, which
What is a Firewall?
What is DCOM?
blocks unauthorized communications. It is used to block malicious communications (spam e-mail, viruses, hacker intrusions, etc.) In order for communications to be allowed through the firewall, they must be authorized. Windows operating systems have a built-in firewall, which, beginning with Windows XP Service Pack 2, is turned ON by default.
DCOM stands for Distributed Component Object Model. It’s just communication protocol that allows different appli cations to talk to each other over networks. The Object Server requires DCOM in order to function.
What is RTRSERVC?
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RTRSERVC is a router service that allows OpenBSI prox communication.
OpenBSI Utilities Manual
The next several sections details steps you need to take to allow OpenBSI applications to work with various Windows operating systems.
2.6 Using OpenBSI with Microsoft® Windows XP Service Pack 2
For OpenBSI to function with XP Service Pack 2, you need to re­configure the Windows Firewall software, and re-configure DCOM software.
2.6.1 Reconfiguring the Windows XP Firewall
Reconfiguring the Windows XP Firewall involves either disabling it (not recommended in most cases) or making certain OpenBSI applications exceptions to the firewall, to let them through.
Note: Portions of these sections reproduced, with permission, from the
OPC™ Foundation white paper Using OPC via DCOM with Microsoft Windows XP Service Pack 2 by Karl-Heinz
Deiretsbacher, Jim Luth, and Rashesh Mody 2004.
Note: If Object Server is currently running, you must shut it down
during this configuration.
2.6.2 Disabling the Windows XP Firewall
If the Windows XP Firewall is the only firewall protection you have, we recommend you leave it enabled, and skip to Section 2.6.3. If, however, you have a corporate firewall, already installed, and it is operating correctly, you may decide that the Windows XP Firewall is unnecessary. If this is the case, you can disable the Windows XP firewall.
Only perform these next three steps if you have a separate corporate
Caution
firewall which renders the XP firewall unnecessary.
1. From the Windows™ Control Panel, double-click on Windows
Firewall.
2. On the General page of the Windows Firewall dialog box, select the
Off (not recommended) button, then click on OK.
3. Skip the remaining steps in this sub-section, and continue with the
section “Reconfiguring the DCOM Software.”
2.6.3 Making Object Server an Exception to the Windows XP Firewall
If you install Object Server, you need to grant it as an exception to the Windows XP Firewall.
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1. From the Windows™ Control Panel, double-click Windows
Firewall.
2. On the Exceptions tab of the Windows Firewall dialog box, click
Add Program (see Figure 2-25.)
Click Add Program
Figure 2-25. Windows Firewall Exception tab
3. To add Object Server to the list of authorized communicators
through the Windows XP Firewall, choose Object Server’s OPC server (BristolOPCServer.exe) from the list, or use the Browse button to locate it. Select it, and then click OK.
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Figure 2-26. Windows Firewall Add Program dialog box
2.6.4 Add Ports for DCOM and RTRSERVC for the XP firewall
In the previous section, we specified programs that the Firewall needed to know about. Now we have to identify which ports these programs use.
Note: When we say ports, we’re not talking about physical
communication ports; we’re talking about software connections into the system.
To add the ports, follow these steps:
1. From the Exceptions tab of the Windows Firewall dialog box, click
Add Port.
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Click Add Port
Figure 2-27. Windows Firewall Add Port
2. First, you need to add the port for DCOM. In the Add Port dialog
box, enter DCOM for the port’s Name, 135 for the Port Number and choose TCP. Then click OK.
Figure 2-28. Windows Firewall Add a Port dialog box
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2.6.5 Add Ports for the Bristol IP Driver (BSIPDRV) for the XP firewall
3. Now add the port for RTRSERVC. Click Add Port again, and in
the Add Port dialog box, enter rtrservc for the port’s Name, 1236 for the Port number and choose TCP. Then click OK.
Note: The reason we say “1236” is that “1236” is the default port
number used by RTRSERVC. That number is initially set in the TCP Port Number for Router Process field of the IP Parameters dialog box in NetView’s System Wizard. If you originally set it to something different than 1236, you should use that number here, instead of 1236.
This section is almost identical to Section 2.6.4. We are adding two additional ports for the Bristol IP Driver (BSIPDRV). One is for the driver itself, and the other is for Time Synchronization messages. The main difference from the previous step is the port numbers and the port type, which is UDP, instead of TCP.
1. From the Exceptions tab of the Windows Firewall dialog box, click
Add Port.
Click Add Port
Figure 2-29. Windows Firewall – Add Port for BSIPDRV
2. Add the first port for BSIPDRV. In the Add Port dialog box, enter
BSIPDRV for the port’s Name, 1234 for the Port Number and choose UDP. Then click OK.
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Figure 2-30. Windows Firewall Add Port for BSIPDRV
3. Repeat Step 2 to add the second port for BSIPDRV except enter
1235 for the Port Number.
Note: Again, we’re saying “1234” and “1235” because those are the
default port numbers used by BSIPDRV. Those numbers are initially set in the UDP Port Number for IP Driver and UDP Port Number for Time Synch fields of the IP Parameters dialog box in NetView’s System Wizard. If you originally set them to something different than 1234 and 1235, you should use those numbers here, instead.
2.6.6 Reconfiguring the DCOM Software for the XP firewall
You must reconfigure the DCOM software for the Object Server to function correctly.
1. Click Start > Run.
2. Type DCOMCnfg in the Run dialog box and click OK. This opens
the Component Services page.
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.
Type ‘DCOMCnfig’ then click [OK]
Figure 2-31. Run dialog box
First, click on ‘Component Services’
Then -click on the ‘My Computer’ icon, and choose from the pop-up menu.
right
“Properties”
Figure 2-32. Component Services page
3. In the Component Services page, locate Console Root in the file
tree of the left window pane.
4. Under Console Root, click Component Services to expand the
folder.
5. In the right window pane, right-click the My Computer icon, and
select Properties from the pop-up window. This opens the My Computer Properties dialog box.
6. In the My Computer Properties dialog box, click the COM Security
tab.
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Click Edit
Limits
Figure 2-33. Access Permissions
7. In the “Access Permissions” box (top part of the page) click Edit
Limits.
8. In the Group or user names box (top part of the Access
Permissions dialog box) click the ANONYMOUS LOGIN icon.
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Figure 2-34. Access Permissions dialog box
9. In the bottom part of the dialog box, select the Allow Local Access
and Remote Access permission items. They must be checked for OPC to function.
10. Repeat this process for the Everyone icon.
11. Click OK and the My Computer Properties dialog box re-opens.
Click Edit Limits in the Launch and Activation Parameters (bottom part of the dialog box).
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Click Edit
Limits
Figure 2-35. Launch and Activation Permissions
12. In the Launch and Activations Permissions box (bottom part of the
My Computer Properties COM Security tab) click Edit Limits.
13. In the Launch Permissions dialog box, click the Everyone icon in
the Group or user names box (top part of the dialog box).
Figure 2-36. Launch Permissions dialog box
14. In the bottom part of the dialog box, select the Allow permission
items for all the options shown (Local Launch, Remote Launch, Local Activation, and Remote Activation.). It must be checked for OPC to function.
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C
hoose ‘Allow’ for all the items
Figure 2-37. Grant Permissions for Everyone
15. Click OK. Note: If you are concerned about granting “everyone” these
permissions, where “everyone” in this context refers to every user account on this computer, you can create a special group with these permissions. To restrict it to only some users, you should create a group of users called, for example, “OPC Users”, and then give launch permissions only to the “OPC Users” group, instead of “everyone.” In this case, you would substitute “OPC Users” for “everyone” in these instructions.
2.7 Using OpenBSI with Microsoft® Windows 2008 Server
For OpenBSI to function with Windows 2008 Server you need to re­configure the Windows Firewall software, and re-configure DCOM software.
2.7.1 Reconfiguring the Windows 2008 Server Firewall
Reconfiguring the firewall involves either disabling it (not recommended in most cases) or making certain OpenBSI applications exceptions to the firewall, to let them through.
Note: If Object Server is currently running, you must shut it down
during this configuration.
2.7.2 Disabling the Windows 2008 Server Firewall
If the Windows firewall is the only firewall protection you have, we recommend you leave it enabled, and skip to Section 2.7.3. If, however, you have a corporate firewall, already installed, and it is operating correctly, you may decide that the Windows firewall is unnecessary. If this is the case, you can disable the Windows firewall.
Only perform these next four steps if you have a separate corporate
Caution
firewall which renders the Windows firewall unnecessary.
1. From the Windows™ Control Panel, double-click on Windows
Firewall.
2. Click on the Turn Windows Firewall on or off link.
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3. On the General page of the Windows Firewall dialog box, select the
Off button, then click on OK.
4. Skip the remaining steps in this sub-section, and continue with the
section “Reconfiguring the DCOM Software.”
2.7.3 Making Object Server an Exception to the Windows 2008 Server Firewall
If you install Object Server, you need to grant it as an exception to the Windows Firewall.
1. From the Windows™ Control Panel, double-click Windows
Firewall.
Click here
Figure 2-38. Allow a Program Through the Firewall
2. Click Allow a program through Windows Firewall.
3. On the Exceptions tab of the Windows Firewall dialog box, click
Add Program (see Figure 2-39.)
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Click Add Program
Figure 2-39. Windows Firewall Exception tab
4. To add Object Server to the list of authorized communicators
through the Windows Firewall, choose Bristol OPC Alarm & Event Server (BristolOPCServer.exe) from the list, or use the Browse button to locate it. Select it, and then click OK. Repeat this process for Bristol OPC Data Access Server.
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Figure 2-40. Windows Firewall Add Program dialog box
2.7.4 Add Ports for DCOM and RTRSERVC for the Windows 2008 Firewall
In the previous section, we specified programs that the firewall needed to know about. Now we have to identify which ports these programs use.
Note: When we say ports, we’re not talking about physical
communication ports; we’re talking about software connections into the system.
To add the ports, follow these steps:
1. From the Exceptions tab of the Windows Firewall dialog box, click
Add Port.
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Click Add Port
Figure 2-41. Windows Firewall Add Port
2. First, you need to add the port for DCOM. In the Add Port dialog
box, enter DCOM for the port’s Name, 135 for the Port Number and choose TCP. Then click OK.
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Figure 2-42. Windows Firewall Add a Port dialog box
3. Now add the port for RTRSERVC. Click Add Port again, and in
the Add Port dialog box, enter rtrservc for the port’s Name, 1236 for the Port number and choose TCP. Then click OK.
Note: The reason we say “1236” is that “1236” is the default port
number used by RTRSERVC. That number is initially set in the TCP Port Number for Router Process field of the IP Parameters dialog box in NetView’s System Wizard. If you originally set it to something different than 1236, you should use that number here, instead of 1236.
2.7.5 Add Ports for the Bristol IP Driver (BSIPDRV) for the Windows 2008 Server Firewall
This section is almost identical to Section 2.7.4. We are adding two additional ports for the Bristol IP Driver (BSIPDRV). One is for the driver itself, and the other is for Time Synchronization messages. The main difference from the previous step is the port numbers and the port type, which is UDP, instead of TCP.
1. From the Exceptions tab of the Windows Firewall dialog box, click
Add Port.
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Click Add Port
Figure 2-43. Windows Firewall – Add Port for BSIPDRV
2. Add the first port for BSIPDRV. In the Add Port dialog box, enter
BSIPDRV for the port’s Name, 1234 for the Port Number and choose UDP. Then click OK.
Figure 2-44. Windows Firewall Add Port for BSIPDRV
3. Repeat Step 2 to add the second port for BSIPDRV except enter
1235 for the Port Number.
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Note: Again, we’re saying “1234” and “1235” because those are the
default port numbers used by BSIPDRV. Those numbers are initially set in the UDP Port Number for IP Driver and UDP Port Number for Time Synch fields of the IP Parameters dialog box in NetView’s System Wizard. If you originally set them to something different than 1234 and 1235, you should use those numbers here, instead.
2.7.6 Reconfiguring the DCOM Software for the Windows 2008 Server Firewall
You must reconfigure the DCOM software for the Object Server to function correctly.
Note: This same procedure applies for Windows 7.
1. Click Start > Run.
2. Type DCOMCnfg in the Run dialog box and click OK. This opens
the Component Services page.
Type “DCOMCnfig” then click OK.
Figure 2-45. Run dialog box
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Then right-click on the “My Computer” icon, and choose “Properties” from the pop-up menu.
First, click on “Component Services”
Figure 2-46. Component Services page
3. In the Component Services page, locate Console Root in the file
tree of the left window pane.
4. Under Console Root, click Component Services to expand the
folder.
5. In the right window pane, right-click the My Computer icon, and
select Properties from the pop-up window. This opens the My Computer Properties dialog box.
6. In the My Computer Properties dialog box, click the COM Security
tab.
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Click Edit
Limits
Figure 2-47. Access Permissions
7. In the “Access Permissions” box (top part of the page) click Edit
Limits.
8. In the Group or user names box (top part of the Access
Permissions dialog box) click the ANONYMOUS LOGIN icon.
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Figure 2-48. Access Permissions dialog box
9. In the bottom part of the dialog box, select the Allow Local Access
and Remote Access permission items. They must be checked for OPC to function.
10. Repeat this process for the Everyone icon.
11. Click OK and the My Computer Properties dialog box re-opens.
Click Edit Limits in the Launch and Activation Parameters (bottom part of the dialog box).
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Click Edit
Limits
Figure 2-49. Launch and Activation Permissions
12. In the Launch Permissions dialog box, click the Everyone icon in
the Group or user names box (top part of the dialog box).
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Click “Allow” for all the items.
Figure 2-50. Grant Permissions for Everyone
13. In the bottom part of the dialog box, select the Allow permission
items for all the options shown (Local Launch, Remote Launch, Local Activation, and Remote Activation.). It must be checked for OPC to function.
14. Click OK. Note: If you are concerned about granting “everyone” these
permissions, where “everyone” in this context refers to every user account on this computer, you can create a special group with these permissions. To restrict it to only some users, you should create a group of users called, for example, “OPC Users”, and then give launch permissions only to the “OPC Users” group, instead of “everyone.” In this case, you would substitute “OPC Users” for “everyone” in these instructions.
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2.8 Using OpenBSI with Microsoft® Windows 7
For OpenBSI to function with Windows 7 you need to re-configure the Windows Firewall software, and re-configure DCOM software.
2.8.1 Reconfiguring the Windows 7 Firewall
Reconfiguring the firewall involves either disabling it (not recommended in most cases) or making certain OpenBSI applications exceptions to the firewall, to let them through.
Note: If Object Server is currently running, you must shut it down
during this configuration.
2.8.2 Disabling the Windows 7 Firewall
If the Windows firewall is the only firewall protection you have, we recommend you leave it enabled, and skip to Section 2.8.3. If, however, you have a corporate firewall, already installed, and it is operating correctly, you may decide that the Windows firewall is unnecessary. If this is the case, you can disable the Windows firewall.
Only perform these next four steps if you have a separate corporate
Caution
firewall which renders the Windows firewall unnecessary.
1. From the Windows™ Control Panel, double-click on Windows
Firewall.
2. Click on the Turn Windows Firewall on or off link.
3. On the General page of the Windows Firewall dialog box, select the
Off button, then click on OK.
4. Skip the remaining steps in this sub-section, and continue with the
section “Reconfiguring the DCOM Software.”
2.8.3 Making Object Server an Exception to the Windows 7 Firewall
If you install Object Server, you need to grant it as an exception to the Windows Firewall.
1. From the Windows™ Control Panel, double-click Windows
Firewall.
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Click here
Figure 2-51. Allow a Program Through the Firewall
2. Click Allow a program or feature through Windows Firewall.
3. In the Windows Firewall with Advanced Security page, double-click
on Inbound Rules.
Double-click on “Inbound Rules”
Figure 2-52. Defining an Inbound Rule
4. On the Inbound Rules page click New Rule.
Click “New Rule”
Figure 2-53. Defining a New Inbound Rule
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5. In the Rule Type page of the New Inbound Rule Wizard, click
Program. Then click Next.
Click “Program.” Then click “Next.”
Figure 2-54. New Inbound Rule Wizard – Rule Type page
6. On the Program page (see Figure 2-55), you can add Object Server
to the list of authorized communicators through the Windows Firewall. Click the Browse button next to the This Program Path field to locate the Bristol OPC Server (BristolOPCServer.exe).
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Figure 2-55. New Inbound Rule Wizard – Program page
7. Select BristolOPCServer.exe, as shown in Figure 2-56 then click
Open.
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Figure 2-56. Selecting BristolOPCServer
8. The path for the item you just selected shows in the This program
path field on the Program page of the New Inbound Rule Wizard (Figure 2-57). Click Next.
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Figure 2-57. Program Path for the Exception
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9. On the Action page of the New Inbound Rule Wizard, click Allow
the Connection. Then click Next.
Figure 2-58. Allowing the Connection
10. On the Profile page of the New Inbound Rule wizard, specify the
cases where the ObjectServer inbound rule applies.
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Figure 2-59. Choosing Where the Exception Applies
11. On the Name page of the New Inbound Rule Wizard, specify a
Name for the rule, and optionally enter a description. Then click Finish.
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