Rockwell Automation 1757-SWKIT4000 User Manual

ProcessLogix R400.0 Installation and Upgrade Guide

1757-SWKIT4000

Installation Instructions

Important User Information

Because of the variety of uses for the products described in this publication, those responsible for the application and use of these products must satisfy themselves that all necessary steps have been taken to assure that each application and use meets all performance and safety requirements, including any applicable laws, regulations, codes and standards. In no event will Allen-Bradley be responsible or liable for indirect or consequential damage resulting from the use or application of these products.

Any illustrations, charts, sample programs, and layout examples shown in this publication are intended solely for purposes of example. Since there are many variables and requirements associated with any particular installation, Allen-Bradley does not assume responsibility or liability (to include intellectual property liability) for actual use based upon the examples shown in this publication.

Allen-Bradley publication SGI-1.1, Safety Guidelines for the

Application, Installation and Maintenance of Solid-State Control

(available from your local Allen-Bradley office), describes some important differences between solid-state equipment and electromechanical devices that should be taken into consideration when applying products such as those described in this publication.

Reproduction of the contents of this copyrighted publication, in whole or part, without written permission of Rockwell Automation, is prohibited.

Throughout this publication, notes may be used to make you aware of safety considerations. The following annotations and their accompanying statements help you to identify a potential hazard, avoid a potential hazard, and recognize the consequences of a potential hazard:

ATTENTION

Identifies information about practices or circumstances that can lead to personal injury or death, property damage, or economic loss.

IMPORTANT

Allen-Bradley is a trademark of Rockwell Automation

Identifies information that is critical for successful application and understanding of the product.

Rockwell Automation Support

Before you contact Rockwell Automation for technical assistance, we suggest you please review the t roubles hooting inf ormation contained in this publication first.

If the problem persists, call your local Rockwell Automation representative or contact Rockwell Automation in one of the following ways:

Phone United

States/Canada Outside United

States/Canada

Internet

⇒

1.440.646.5800

You can access the phone number for your country via the Internet:

1. Go to http://www.ab.com

2. Click on (http://support.automation.rockwell.com)

3. Under

Information

1. Go to http://www.ab.com

2. Click on (http://support.automation.rockwell.com)

Product Support

Support Centers

Product Support

, click on

Contact

Your Questions or Comments on this Manual

If you find a problem with this manual, please notify us of it on the enclosed How Are We Doing form.

Important User Information. . . . . . . . . . . . . . . . . . . . . . . . . . 2

Rockwell Automation Support . . . . . . . . . . . . . . . . . . . . . . . . 3

Your Questions or Comments on this Manual . . . . . . . . . . 3

Preface

ProcessLogix R400.0 Installation Introduction

Our Assumptions About Readers . . . . . . . . . . . . . . . . . . . . P-1

Starting Conditions and Assumptions . . . . . . . . . . . . . . P-1

Minimum Hardware Requirements. . . . . . . . . . . . . . . . . . . P-3

Rockwell Automation Technical Support . . . . . . . . . . . . . . P-4

Local Product Support . . . . . . . . . . . . . . . . . . . . . . . . . P-4

Technical Product Assistance . . . . . . . . . . . . . . . . . . . . P-4

Your Questions or Comments about This Manual . . . . . P-4

Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . P-5

Terms and Type Representations . . . . . . . . . . . . . . . . . P-5

Contents of Release . . . . . . . . . . . . . . . . . . . . . . . . . . . . . P-6

ProcessLogix Online User Documentation/Knowledge

Builder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . P-6

ProcessLogix R400.0 Installation and Upgrade Guide. . . P-7

Acronyms and Abbreviations. . . . . . . . . . . . . . . . . . . . . . . P-8

Chapter 1

Operating System Support. . . . . . . . . . . . . . . . . . . . . . . . . 1-1

ProcessLogix Component Configuration Table. . . . . . . . 1-1

Operating System Options. . . . . . . . . . . . . . . . . . . . . . . . . 1-1

ProcessLogix Server Supported Installations . . . . . . . . . . . . 1-1

Clean Install. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-2

Upgrade from ProcessLogix R320.0 Server

Currently Running Windows NT 4.0 Workstation. . . 1-2

Re-Deployment Options. . . . . . . . . . . . . . . . . . . . . . . . 1-2

ProcessLogix Client Supported Installations . . . . . . . . . . . . 1-3

Clean Install. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 1-3

Upgrade: Currently Running Windows NT 4.0 Workstation

with ProcessLogix Client Software . . . . . . . . . . . . . . . . 1-3

i Publication 1757-IN040B-EN-P - March 2002

Table of Contents ii

Operating System Installation Procedures

Chapter 2

Clean System Windows 2000 Server Installation . . . . . . . . . 2-1

Installing Windows 2000 Server on a New System. . . . . 2-1

Starting the Windows 2000 Server Installation . . . . . . . . 2-2

Starting the Installation from the Boot Floppies. . . . . . . 2-4

Starting the Installation from the CD-ROM. . . . . . . . . . . 2-4

Completing the Windows 2000 Server Installation . . . . . 2-5

Clean System Windows 2000 Professional Installation. . . . . 2-10

Starting the Windows 2000 Professional Installation. . . . 2-10

Creating Boot Floppies. . . . . . . . . . . . . . . . . . . . . . . . . 2-11

Starting the Installation from the Boot Floppies. . . . . . . 2-12

Starting the Installation from the CD-ROM. . . . . . . . . . . 2-12

Completing the Windows 2000 Professional Installation. 2-13

Installing Service Pack 2 for Windows 2000 . . . . . . . . 2-17

Checking for Windows 2000 Service Pack 2 . . . . . . . . . 2-17

Installing Windows 2000 Service Pack 2 . . . . . . . . . . . . 2-18

Installing Internet Explorer 5.5 SP1 . . . . . . . . . . . . . . . . . . 2-19

Checking the Internet Explorer Version. . . . . . . . . . . . . 2-19

Upgrading Internet Explorer 5.5 SP1. . . . . . . . . . . . . . . 2-20

Installing Adobe Acrobat Reader 4.05. . . . . . . . . . . . . . . . . 2-22

Additional Operating System Customization Procedures . . . 2-22

Adjusting the Video Settings. . . . . . . . . . . . . . . . . . . . . 2-23

Setting Up Additional Drivers . . . . . . . . . . . . . . . . . . . . 2-24

Third Party Platforms . . . . . . . . . . . . . . . . . . . . . . . . . . 2-24

Other Required System Settings . . . . . . . . . . . . . . . . . . 2-24

Creating an Emergency Repair Disk. . . . . . . . . . . . . . . . . . 2-25

Creating the ProcessLogix User Accounts . . . . . . . . . . . . . . 2-26

Creating the ps_user and erserver accounts. . . . . . . . . . 2-26

Logging on with the ps_user account . . . . . . . . . . . . . . 2-27

Clean System Windows NT 4.0 Workstation Installation . . . 2-28

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-28

Starting the Windows NT Installation . . . . . . . . . . . . . . 2-29

Setting Up Windows NT. . . . . . . . . . . . . . . . . . . . . . . . 2-30

Installing TCP/IP Networking Software . . . . . . . . . . . . . 2-31

Setting the Date and Time . . . . . . . . . . . . . . . . . . . . . . 2-34

Setting Up the Display Driver. . . . . . . . . . . . . . . . . . . . 2-35

Completing Installation . . . . . . . . . . . . . . . . . . . . . . . . 2-35

Installing Service Pack 6a for Windows NT 4.0 . . . . . . . 2-35

Setting Up Additional Drivers after the

Service Pack Installation . . . . . . . . . . . . . . . . . . . . . 2-37

Configuring System Properties . . . . . . . . . . . . . . . . . . . 2-38

Converting to NTFS after Installing Windows NT. . . . . . 2-39

Creating the ps_user Account. . . . . . . . . . . . . . . . . . . . 2-39

Installing Internet Explorer 5.5 SP 1 . . . . . . . . . . . . . . . 2-39

Checking Required System Settings . . . . . . . . . . . . . . . . . . 2-40

Creating an Emergency Repair Disk. . . . . . . . . . . . . . . . . . 2-41

Publication 1757-IN040B-EN-P - March 2002

ProcessLogix Server Installation Procedures

Table of Contents iii

Chapter 3

Installing ProcessLogix Software on a Clean PC . . . . . . . . . 3-1

Installing Server Software. . . . . . . . . . . . . . . . . . . . . . . 3-2

Installing SQL Server . . . . . . . . . . . . . . . . . . . . . . . . . . 3-3

Installing Knowledge Builder . . . . . . . . . . . . . . . . . . . . 3-4

Installing RSLinx . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4

Installing Engineering Tools . . . . . . . . . . . . . . . . . . . . . 3-5

Installing PsAxCtl Document EXE . . . . . . . . . . . . . . . . . 3-6

Installing the ProcessLogix Server. . . . . . . . . . . . . . . . . 3-6

Adding PCIC Hardware Device Drivers . . . . . . . . . . . . . . . 3-10

Moving the RSLinx Activation File . . . . . . . . . . . . . . . . . . . 3-10

About the Activation File . . . . . . . . . . . . . . . . . . . . . . . 3-10

Determining the Current RSLinx Version. . . . . . . . . . . . 3-11

Installing the Activation File . . . . . . . . . . . . . . . . . . . . . 3-12

Configuring RSLinx Drivers for

ControlNet Supervisory Network . . . . . . . . . . . . . . . . 3-13

Updating the 1784-PCIC Firmware . . . . . . . . . . . . . . . . 3-15

Configuring RSLinx Drivers for

Ethernet Supervisory Network . . . . . . . . . . . . . . . . . . 3-18

Completing the ProcessLogix R400.0

Install on a Redundant Server Pair . . . . . . . . . . . . . . . 3-19

Completing the ProcessLogix R400.0

Install on a Non-Redundant Server. . . . . . . . . . . . . . . 3-20

Upgrading Hardware Component Firmware . . . . . . . . . 3-20

Checking Control Builder Operation and Logging On . . 3-20 Backing Up a ProcessLogix Server Hard Drive to Tape . 3-20

Creating an Emergency Repair Disk . . . . . . . . . . . . . . . 3-21

ProcessLogix Server Upgrade Procedures

Chapter 4

Preparing for a ProcessLogix Software Upgrade . . . . . . . . . 4-1

Things to consider before upgrading . . . . . . . . . . . . . . 4-1

Networking the R320.0 and R400.0 Servers . . . . . . . . . . 4-1

Upgrade Procedures for ProcessLogix R320.0 Servers . . . . . 4-3

Backing Up a ProcessLogix R320.0 Server to Tape. . . . . 4-3

Exporting the Engineering Repository Database . . . . . . 4-4

Saving Important Data . . . . . . . . . . . . . . . . . . . . . . . . . 4-5

Exporting the ProcessLogix Server Database . . . . . . . . . 4-6

Removing the RSLinx Software Activation File. . . . . . . . 4-7

Restoring the Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-8

Restoring other ProcessLogix Data . . . . . . . . . . . . . . . . 4-8

Restarting SERVERB and synchronizing. . . . . . . . . . . . . 4-8

Synchronizing Server Databases on Redundant Servers . 4-9

Importing the ProcessLogix Server Points Database. . . . 4-10

Importing the Engineering Database. . . . . . . . . . . . . . . 4-11

Upgrading Hardware Component Firmware . . . . . . . . . 4-12

Backing Up a ProcessLogix Server Hard Drive to Tape . 4-13

Publication 1757-IN040B-EN-P - March 2002

Table of Contents iv

ProcessLogix Client Installation and Upgrade Procedures

Chapter 5

Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-1

Operating System Support. . . . . . . . . . . . . . . . . . . . . . . . . 5-2

Windows 2000 Professional . . . . . . . . . . . . . . . . . . . . . 5-2

Windows NT 4.0 Workstation. . . . . . . . . . . . . . . . . . . . 5-3

Pre-work for systems with ProcessLogix R320.0 . . . . . . . . . 5-5

Saving Important Data . . . . . . . . . . . . . . . . . . . . . . . . . 5-6

Removing Selected Components. . . . . . . . . . . . . . . . . . 5-7

Cleaning Up the Registry . . . . . . . . . . . . . . . . . . . . . . . 5-9

Upgrading the Windows NT 4.0 Workstation

Operating System to Windows 2000 Professional . . . . . 5-10

Installing Windows 2000 Service Pack 2 . . . . . . . . . . . . 5-12

Installing Internet Explorer 5.5 SP1. . . . . . . . . . . . . . . . 5-12

Installing ProcessLogix R400.0 Client Software. . . . . . . . 5-12

Updating the Windows NT 4.0 Workstation Operating System for R400.0 Software 5-12

Checking for Windows NT 4.0 Service Pack 6a . . . . . . . 5-13

Installing Service Pack 6a for Windows NT 4.0 . . . . . . . 5-13

Installing MDAC 2.5 Service Pack 1. . . . . . . . . . . . . . . . 5-14

Recording the NT System Path Value . . . . . . . . . . . . . . 5-15

Installing Windows Installer . . . . . . . . . . . . . . . . . . . . . 5-15

Verifying the NT System Path Value . . . . . . . . . . . . . . . 5-15

Installing Internet Explorer 5.5 SP1. . . . . . . . . . . . . . . . 5-16

Updating the ActiveX Support Files. . . . . . . . . . . . . . . . 5-17

Replacing MFC42.dll . . . . . . . . . . . . . . . . . . . . . . . . . . 5-17

Installing ProcessLogix R400.0 Client Software. . . . . . . . 5-17

Installing ProcessLogix R400.0 Client Software . . . . . . . . . . 5-18

Installing Knowledge Builder . . . . . . . . . . . . . . . . . . . . 5-19

Installing the ProcessLogix Client Software . . . . . . . . . . 5-20

Verifying ProcessLogix Client Installation . . . . . . . . . . . . . . 5-23

Restoring the Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-23

Setting Up a Station With a Non-redundant Server. . . . . 5-24

Setting Up a Station With a Redundant Server Pair. . . . . 5-25

Creating an Emergency Repair Disk . . . . . . . . . . . . . . . 5-27

Checking Control Builder Operation and Logging On

(Engineering Workstation Only) . . . . . . . . . . . . . . . 5-28

Generic Comm Layer Settings

(Engineering Workstation Only) . . . . . . . . . . . . . . . 5-28

Publication 1757-IN040B-EN-P - March 2002

Additional Redundant Server Procedures

Table of Contents v

Chapter 6

Adding Redundancy to R400.0

Non-Redundant Server Systems . . . . . . . . . . . . . . . . . 6-1

Changing the Computer Name on a ProcessLogix Server 6-1

Completing the ProcessLogix R400.0

Setup on a Redundant Server Pair . . . . . . . . . . . . . . . 6-1

Changing Hosts File Entries . . . . . . . . . . . . . . . . . . . . . 6-1

Changing TCP/IP address on a Secondary Server

(SERVERB) Node . . . . . . . . . . . . . . . . . . . . . . . . . . 6-4

Changing the ProcessLogix License. . . . . . . . . . . . . . . . 6-4

Setting up Primary Server (SERVERA) node 6-6

Making Redundant Hardware File Entries . . . . . . . . . . . 6-6

Configuring the Time Service . . . . . . . . . . . . . . . . . . . . 6-8

Setting Up Secondary Server (SERVERB) Node . . . . . . . . . . 6-10

Making Redundant Hardware File Entries . . . . . . . . . . . 6-10

Configuring the Time Service . . . . . . . . . . . . . . . . . . . . 6-10

Confirming Data Link is Available. . . . . . . . . . . . . . . . . 6-10

Configuring Stations in Quick Builder (on SERVERA) . . . . . 6-11

Synchronizing Server Databases on Redundant Server . . 6-13

Confirming Databases are Synchronized . . . . . . . . . . . . 6-13

Setting up the Redundant ERDB . . . . . . . . . . . . . . . . . . 6-15

Setting Up Station on SERVERB . . . . . . . . . . . . . . . . . . . . . 6-16

Setting Up Station on SERVERA . . . . . . . . . . . . . . . . . . . . . 6-18

Restarting Redundant Servers. . . . . . . . . . . . . . . . . . . . . . . 6-21

Synchronizing Other Files . . . . . . . . . . . . . . . . . . . . . . 6-22

Upgrading Hardware Component Firmware . . . . . . . . . . . . 6-22

Checking Control Builder Operation and Logging On . . 6-23 Backing Up a ProcessLogix Server Hard Drive to Tape . 6-23

Creating an Emergency Repair Disk . . . . . . . . . . . . . . . 6-23

Firmware Maintenance Procedures

Chapter 7

1784-PCIC Driver and Firmware Installation . . . . . . . . . . . . 7-1

Install Hardware Device Drivers . . . . . . . . . . . . . . . . . . 7-1

Verify the 1784-PCIC Driver Version . . . . . . . . . . . . . . . 7-2

Updating the 1784-PCIC Firmware . . . . . . . . . . . . . . . . 7-2

Upgrading Hardware Component Firmware . . . . . . . . . . . . 7-4

About Firmware Upgrades . . . . . . . . . . . . . . . . . . . . . . 7-4

Firmware Revision Level Reference. . . . . . . . . . . . . . . . 7-5

Important Usage Considerations . . . . . . . . . . . . . . . . . . 7-7

Loading 1757-PLX52, TC-MUX021, or 1757-FIM Boot

and Personality Images. . . . . . . . . . . . . . . . . . . . . . 7-9

Updating Firmware in CNB, ENET, IOM, SRM, PIM

or ControlNet Adapter . . . . . . . . . . . . . . . . . . . . . . . . . 7-13

Setting CNB Module NUT Timing . . . . . . . . . . . . . . . . . 7-14

Publication 1757-IN040B-EN-P - March 2002

Table of Contents vi

Supplementary Procedures

Chapter 8

Stopping ProcessLogix Applications and Services . . . . . . . . 8-1

Stopping the ProcessLogix Server . . . . . . . . . . . . . . . . . 8-2

Shut Down SQL Server Services . . . . . . . . . . . . . . . . . . 8-2

Stop RSLinx Service . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-3

Stopping NI-FBUS and Excel . . . . . . . . . . . . . . . . . . . . 8-4

Launching ProcessLogix Knowledge Builder. . . . . . . . . . . . 8-4

SQL Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-5

SQL Status. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-5

Cancelling a Software Component Installation . . . . . . . . . . 8-5

Replacing and Repairing Removing ProcessLogix Software

Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-6

SQL. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-6

RSLinx. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-6

Manual System Backup/Restore Procedures . . . . . . . . . . . . 8-7

Backing Up a ProcessLogix R400.0 Server to Tape. . . . . 8-7

Restoring a ProcessLogix Server System

From a Backup Tape . . . . . . . . . . . . . . . . . . . . . . . 8-7

Using Network Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-8

About Network Tools. . . . . . . . . . . . . . . . . . . . . . . . . . 8-8

Usage guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-9

Online help. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-9

Making First Time Network Tools Settings. . . . . . . . . . . 8-9

Installing and Running VirusScan with ProcessLogix. . . . . . 8-14

About VirusScan . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-14

Removing Existing VirusScan NT Program. . . . . . . . . . . 8-14

Installing VirusScan NT and Configuring Directories

for Scan Exclusion . . . . . . . . . . . . . . . . . . . . . . . . . 8-15

Changing the Computer Name on a ProcessLogix Server . . 8-16

Saving Important Data . . . . . . . . . . . . . . . . . . . . . . . . . 8-17

Shut Down ProcessLogix Server . . . . . . . . . . . . . . . . . . 8-18

Shut Down SQL Server Services . . . . . . . . . . . . . . . . . . 8-18

Removal of Selected Components. . . . . . . . . . . . . . . . . 8-19

Changing the PC Name . . . . . . . . . . . . . . . . . . . . . . . . 8-22

Reinstalling Components . . . . . . . . . . . . . . . . . . . . . . . 8-23

Restoring the Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-26

Changing the Computer Name on a ProcessLogix Client. . . 8-27

Changing the Computer Name on a

Windows NT 4.0 Client. . . . . . . . . . . . . . . . . . . . . . 8-27

Changing the Computer Name on a

Windows 2000 Client . . . . . . . . . . . . . . . . . . . . . . . 8-27

Procedure for Configuring a ProcessLogix Client . . . . . . 8-28

Adding 1757-PLX52 Controller Redundancy to R400.0

Non-Redundant 1757-PLX52 Controller Configurations . . . . 8-28

Deleting a Non-Redundant 1757-PLX52 and

Unassigning its Contents . . . . . . . . . . . . . . . . . . . . 8-29

Publication 1757-IN040B-EN-P - March 2002

PC Performance for Proc es s Logix Systems

Table of Contents vii

Installing and connecting Redundant

Chassis Pair (RCP) Hardware . . . . . . . . . . . . . . . . . 8-30

Updating Firmware Revision Levels . . . . . . . . . . . . . . . 8-31

Creating a Redundant 1757-PLX52 . . . . . . . . . . . . . . . . 8-31

Installing Knowledge Builder on a

Non-ProcessLogix System . . . . . . . . . . . . . . . . . . . . . 8-32

Removing Knowledge Builder . . . . . . . . . . . . . . . . . . . 8-32

Installing Service Pack 2 for Windows 2000. . . . . . . . . . 8-33

Installing Internet Explorer 5.5 SP1. . . . . . . . . . . . . . . . 8-33

Installing MDAC2.5 SP1 . . . . . . . . . . . . . . . . . . . . . . . . 8-33

Installing Knowledge Builder . . . . . . . . . . . . . . . . . . . . 8-34

Chapter 9

ProcessLogix Performance Features . . . . . . . . . . . . . . . . . . 9-3

PC Qualification/Installation Services . . . . . . . . . . . . . . 9-3

Redundant Networking . . . . . . . . . . . . . . . . . . . . . . . . 9-4

Server Redundancy . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-4

Multi-User/Location Control Builder . . . . . . . . . . . . . . . 9-5

Multiple Clients/Stations. . . . . . . . . . . . . . . . . . . . . . . . 9-5

Integrated Security. . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-5

Operating System Tuning . . . . . . . . . . . . . . . . . . . . . . . . . 9-5

Service/Kernel Tuning . . . . . . . . . . . . . . . . . . . . . . . . . 9-5

Disk Management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-8

File System Errors . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-8

File System Defragmentation . . . . . . . . . . . . . . . . . . . . 9-10

Defragmenting the Disk . . . . . . . . . . . . . . . . . . . . . . . . 9-10

Memory and Swapfile . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-11

Client/Station Memory Settings . . . . . . . . . . . . . . . . . . . 9-13

Servers with 128 MB of Physical RAM or Less.. . . . . . . . 9-13

Servers with 256 MB of Physical RAM or More. . . . . . . . 9-13

Adjusting Swapfile Size on Windows 2000 . . . . . . . . . . 9-14

Network Optimization. . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-15

Management of Traffic . . . . . . . . . . . . . . . . . . . . . . . . . 9-15

Benefits from other Network Services . . . . . . . . . . . . . . 9-17

System Usage 9-17

Topology Related Settings . . . . . . . . . . . . . . . . . . . . . . . . . 9-18

Physical Location of the Systems. . . . . . . . . . . . . . . . . . 9-18

Physical location of the Components . . . . . . . . . . . . . . 9-19

Service Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-19

Network Integration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-19

Publication 1757-IN040B-EN-P - March 2002

Table of Contents viii

New Functions and Features

Chapter 10

Enhanced Foundation Fieldbus Support. . . . . . . . . . . . . . . 10-1

Profibus DP Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-1

SST-PFBCLX PROFIBUS Interface Module . . . . . . . . . . . 10-2

SST-PFBCLX Module Characteristics . . . . . . . . . . . . . . . 10-2

Functional Exclusions. . . . . . . . . . . . . . . . . . . . . . . . . . 10-3

Topology. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-3

SST-PFBCLX / PROFIBUS Network Configuration . . . . . 10-4

ProcessLogix Block Architecture. . . . . . . . . . . . . . . . . . 10-4

Limitations and Exclusions . . . . . . . . . . . . . . . . . . . . . . 10-5

Control Builder. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-5

Match Dialog Support UCD Tab . . . . . . . . . . . . . . . . . . 10-5

CM Chart Visualization. . . . . . . . . . . . . . . . . . . . . . . . . 10-5

Delta Time Control . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-6

Naming Convention Change. . . . . . . . . . . . . . . . . . . . . 10-6

CEE Function Blocks. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-6

Four New Parameters. . . . . . . . . . . . . . . . . . . . . . . . . . 10-6

PUSH Function Block . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-7

Engineering Tools. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-11

Displaying Infinity and Handling for Online Changes . 10-11

Block Assignment . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-11

Update to Project. . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-11

Refresh Template Capability for FLM. . . . . . . . . . . . . . 10-11

Windows 2000 Platform and Tools. . . . . . . . . . . . . . . . . . 10-11

Series C and D CNBs. . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-11

Server 10-12

Updated Station. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-12

HMIWeb Runtime Browser. . . . . . . . . . . . . . . . . . . . . 10-14

HMIWeb Display Builder . . . . . . . . . . . . . . . . . . . . . . 10-15

Updated Displays. . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-17

Server Scripting . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-17

Updated Display Builder . . . . . . . . . . . . . . . . . . . . . . 10-17

Updated Quick Builder . . . . . . . . . . . . . . . . . . . . . . . 10-17

Updated OPC Support . . . . . . . . . . . . . . . . . . . . . . . . 10-18

Enhanced Area Assignment Support . . . . . . . . . . . . . . 10-18

Updated Alarm Pager Support . . . . . . . . . . . . . . . . . . 10-19

History Archiving Manager. . . . . . . . . . . . . . . . . . . . . 10-19

Updated Universal Modbus Support . . . . . . . . . . . . . . 10-19

Modbus TCP Support. . . . . . . . . . . . . . . . . . . . . . . . . 10-19

User Defined Data Formats . . . . . . . . . . . . . . . . . . . . 10-20

Application Development. . . . . . . . . . . . . . . . . . . . . . 10-20

Diagnostic Improvements. . . . . . . . . . . . . . . . . . . . . . 10-21

Updated Alarming Support. . . . . . . . . . . . . . . . . . . . . 10-21

Windows 2000 Support . . . . . . . . . . . . . . . . . . . . . . . 10-21

Miscellaneous . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-22

Publication 1757-IN040B-EN-P - March 2002

Performance and Capacity Specifications

Table of Contents ix

Chapter 11

PC Platform Requirements. . . . . . . . . . . . . . . . . . . . . . . . . 11-1

Summary of R400.0 Enhancements to ProcessLogix System

Capacity & Performance. . . . . . . . . . . . . . . . . . . . . . . . 11-2

Server Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . 11-2

Platform System Configuration Definitions . . . . . . . . . . 11-3

Station/Engineering Client Requirements. . . . . . . . . . . . 11-5

ProcessLogix Server Platform Requirements. . . . . . . . . . 11-6

Application Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-6

User Interface Capacity and Performance. . . . . . . . . . . . . . 11-9

Control Network. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-10

Server Redundancy 11-11 Server Notifications 11-11

Communications Capacity and Performance. . . . . . . . . . . 11-12

System Communications Load Philosophy

and Guidelines. . . . . . . . . . . . . . . . . . . . . . . . . . . 11-12

System Communications Limits. . . . . . . . . . . . . . . . . . 11-15

Controller Communications . . . . . . . . . . . . . . . . . . . . 11-16

Client/Server Communication Capacity . . . . . . . . . . . . 11-18

Controller Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . 11-18

Controller Redundancy . . . . . . . . . . . . . . . . . . . . . . . . . . 11-19

I/O Specifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-20

PROFIBUS DP Topology Specifications. . . . . . . . . . . . 11-21

ProcessLogix/PROFIBUS Interface

Topology Specifications . . . . . . . . . . . . . . . . . . . . 11-21

FIM Performance Limits. . . . . . . . . . . . . . . . . . . . . . . . . . 11-23

I/O Module Sample Periods . . . . . . . . . . . . . . . . . . . . 11-25

I/O Network Configuration Rules . . . . . . . . . . . . . . . 11-25

1757-PLX52 Resources. . . . . . . . . . . . . . . . . . . . . . . . . . . 11-26

Major ProcessLogix Software Components

Chapter 12

Major ProcessLogix FTW Software Revisions . . . . . . . . . 12-1

Major ProcessLogix Server Software Revisions. . . . . . . . 12-2

Embedded Software Components. . . . . . . . . . . . . . . . . 12-3

External, Third Party Qualified Software Components . . 12-5

Miscellaneous SCADA Component Revisions. . . . . . . . . 12-7

Controller, Communication & I/O Firmware . . . . . . . . . 12-7

Publication 1757-IN040B-EN-P - March 2002

Table of Contents x

Publication 1757-IN040B-EN-P - March 2002

Preface

Our Assumptions About Readers

Before configuring a ProcessLogix R400.0 systrem you MUST:

Be familar with navigating and running applications in a

•

Microsoft Windows NT/2000 environm ent.

Have some experience in loading software applications on a

•

personnal computer (PC).

Be familar with ProcessLogix hardware components.

•

Be familar with ControlNet configuration.

•

Be trained on ProcessLogix R400.0, including Control Buil der

•

and Server components.

If applicable to your system, you must also have appropriate

•

training on other Rockwell Automation products such as

ControlLogix and RSNetworks.

ATTENTION

If you have not received ProcessLogix R400.0 training we recommend that you find someone who does have experience to assist you in loading the ProcessLogix software and making hardware and firmware changes in associated ProcessLogix hardware components.

Contact your local sales offfice for more information about training schedules and available trained personnel.

Starting Conditions and Assumptions

You have the following items on hand:

• ProcessLogix R400.0 Software Change Note is incorporated into

this Installation and Upgrade Guide: Chapter 10, New Functions

and Features and Chapter 11, Performance and Capacity

Specifications.

• ProcessLogix R400.0 System Software CD 1 containing process

software such as SQL.

• ProcessLogix R400.0 Syst em Software CD 2 containing

ProcessLogix applications software.

• Proc essLogix R400.0 Knowledge Build er CD containing the latest

version of the online documentation.

1 Publication 1757-IN040B- EN-P - March 2002

Preface 2

Windows 2000 Server CD (Microsoft CD, including boot

•

diskettes).

RSLinx OEM Master (Activation) Disk.

•

The Factory CD containing default system drivers for backup

•

purposes only. Please contact Rockwell Automation Technical

Support before using this CD. This CD is only supplied with new

ProcessLogix R400.0 servers.

You must be certain that your PC meets the minimum hardware requirements for a ProcessLogix Server or ProcessLogix Client.

ProcessLogix Servers require a Windows 2000 Server operating

•

system. See Table 11.C on page 11-6 to review the minimum

platform requirements for the ProcessLogix Serve r.

ProcessLogix Client Stations require either a Windows 2000 or

•

Windows NT 4.0 operating sys tem. See T ab le 11.B on page 11-5

to review the minimum platform requirements for a

ProcessLogix Client.

Publication 1757-IN040B-EN-P - March 2002

Preface 3

Minimum Hardware Requirements

ProcessLogix R400.0 Server Software must be installed on a PC that is specifically qualified. Use of any other PC variations will render the standard warranty and support agreement null and void.

Refer to Table P.1: Supported Hardware for ProcessLogix R400.0 on page P-3 to review the hardware requirements for a new R400.0 ProcessLogix Server. See Table 11.B on page 11-5 and Table 11.C on page 11-6. for minimum hardware requirements for upgrading an existing system to R400.0.

Only the hardware listed in

Table P.1 below is supported for ProcessLogix R400.0 Servers. Upgrading from R320.0 requires new hardware.

Table P.1: Supported Hardware for ProcessLogix R400.0

Component Description

Base Dell PowerEdge 1400 Processor 1 GHz/133 256K Cache, Pentium III Mouse Logitec System Mouse Keyboard Quietkey 104-Key, 6 Pin System RAM 384MB, DIMM, 133MHz 16x72, 168 CD-ROM 20/48X Black, Compact Disk Drive, IDE Floppy Drive 1.44MB, F3, NEC P 1400 Hard Drive 18GB 10K, 68P Tape Drive 20/40G, Tape Backup Unit, Power Vault 100T, DD54 Network Intel Pro 100 Plus, NIC I/O Expansion 6 PCI Operating System Microsoft Windows 2000 Server, 5 Client Access Licenses, NTFS,

All hardware component drivers

Publication 1757-IN040B-EN-P - March 2002

Preface 4

Rockwell Automation Technical Support

Rockwell Automation offers support services worldwide, with over 75 sales/support offices, 512 authorized distributors, and 260 authorized systems integrators located throughout the United States alone, plus Rockwell Automation representatives in every major country in the world.

Local Prod uct Support

Contact your loca l Ro ckwell Automation r e pr e s en ta t iv e for:

sales and order support

•

product technical training

•

warranty support

•

support service agreements

•

Technical Product Assistance

If you need to contact Rockwell Automation for technical assistance, first call your local Rockwell Automation representative, then:

Network Pre-sales Hotline, 440.646.3638 (3NET)

•

Post-sales Technical Support, 440.646.5800

•

Web Links

•

• http://www.ab.com — as a registered member and open to

http://www.ab.com/mem/technotes/techmain.html http://support. automation.rockwell.com

Your Questions or Comments about This Manual

If you find a problem or have a comment about this manual, please notify us of it on the enclosed How Are We Doing Form, at the back of this manual. This form is also available in Knowledge Builder.

If you have any suggestions about how we can make this manual more useful to you, please contact us at the following address:

Rockwell Automation, Inc. Automation Control and Information Group Technical Communication 1 Allen-Bradley Drive Mayfield Heights, OH 44124-6118

Publication 1757-IN040B-EN-P - March 2002

Preface 5

Conventions

Terms and Type Representations

The following table summarizes the terms and type representation conventions used in this Guide.

Term/Type Representation

click, click on, click [button name]

double-click Click left mouse button twice in

drag Press and hold left mouse button

right-click Click right mouse button once.

select click to highlight a menu item or

<F1> Keys to be pressed are shown in

Meaning Example

Click left mouse button once. (Assumes cursor is positioned on object or selection.)

quick succession. (Assumes cursor is positioned on object or selection.)

while dragging cursor to new screen location and then release the button. (Assumes cursor is positioned on object or selection to be moved.)

(Assumes cursor is positioned on object or selection.)

list choice, or click on a button.

angle brackets.

Click Browse.

Double-click the Station icon.

Drag the PID function block onto the Control Drawing.

Right-click the AND function block.

Select Configure Allen-Bradley drivers from the list box.

Press <F1> to view the online Help.

<Ctrl>+<C> Keys to be pressed together are

shown with a plus sign.

⇒New

File

>D:\setup.exe< Data to be keyed in at prompt or in

Shows menu selection as menu name followed by menu selection.

an entry field.

Press <Ctrl>+<C> to close the window.

Click File⇒New to start new drawing.

Key in this path location >D:\setup.exe<.

Publication 1757-IN040B-EN-P - March 2002

Preface 6

Contents of Release

The following software and documentation components are included in the ProcessLogix R400.0 Software/documentation kit (1757-SWKIT4000).

Release Component s Catalog and part numbers

ProcessLogix R400.0 CD 1 and CD 2

ProcessLogix Engineering Tools ProcessLogix Server Software RSLinx 2.3

ProcessLogix Knowledge Builder CD 1757-SWKIT4000

ProcessLogix R400.0 Documentation Set Including:

The ProcessLogix R400.0 Installation and Upgrade Guide

1757-SWKIT4000 CD 1 957555-50

CD 2 95760375

957555-41 957555-51

1757-IN040B-EN-P 957678-48

ProcessLogix Online User Documentation/Knowledge Builder

ProcessLogix online user documen tati on is included with yo ur ProcessLogix system in browser format through the Knowledge Builder. Most of the documents may also b e ordered individually through Rockwell Automation in print format, visit us at: www.theautomationbookstore.com

Knowledge Builder provides the user with task-based documentation within the Server and Client stations and may be accessed while using any of ProcessLogix’s software programs. Knowledge Builder’s internal links and search functions allow the user to access process relevant information and references.

References to Knowledge Builder throughout this document are illustrated as:

Navigate in Knowledge Builder to Ethernet Implementation

⇒Configuration⇒Setting Up Drivers and IP Addresses for

Guide

more information.

Publication 1757-IN040B-EN-P - March 2002

Preface 7

ProcessLogix R400.0 Installation and Upgrade Guide

The ProcessLogix R400.0 Installation and Upgrade Guide is shipped with a ProcessLogix system and provides:

procedures for upgrading an R320.0 system to R400.0

•

procedures for updating the firmware to R400.0 levels

•

procedures for installing the software on a clean PC

•

procedures for tasks associated with migrating to redundant

•

Server and/or redundant Controller architecture.

The following items used to be included in the SCN Software Change Notice in previous releases but are now provided in this guide:

descriptions of new features and functions

•

descriptions of performance and capacity specifications

•

listings of major ProcessLogix software components

•

Publication 1757-IN040B-EN-P - March 2002

Preface 8

Acronyms and Abbreviations

AI — AO

— Analog Output

— Control Builder

CCL — Control Component Library

— Compact Disc

CDA CD-ROM CEE

— Control Execution Environment

— Control Module

1756-CNB or CNB CPM CPU DI

— Digital Input

Analog Input

— Control Data Access

— Compact Disc Read Only Memory

— ControlNet Bridge module

— Control Processor Module

— Central Processing Unit

LAN

— Local Area Network

LED

— Light Emitting Diode

MAC

— Media Access Control

— Megabytes

NTFS

— Windows NT File System

NUT

— Network Update Time

NTFS

— Windows NT File System

NUT

— Network Update Time

ODBC

— Open Database Communications

OEM

— Original Equipment Manufacturer

— Personal Computer

1784-PCIC or PCIC 1757-PIM

— Pulse Input Module

— PCI ControlNet Interface Module

DNS

— Domain Name System

— Digital Output

DOS

— Disk Operating System

— Engineering Repository

ERDB

— Engineering Repository Database

— Function Block

FSC

— Fail Safe Controller

HTML

— HyperText Markup Language

I/O

— Input/Output

IOM

— Input/Output Module

IRQ

— Interrupt Request

ISA

— Industry-Standard Architecture

PLC

— Programmable Logic Controller

RAM

— Random Access Memory

RCP

— Redundant Chassis Pair

RTU

— Remote Terminal Unit

SCADA

— Supervisory Control and Data Access

SCM

— Sequential Control Module

SCSI

— Small Computer System Interface

1757-SRM or SRM TC-MUX01 TCP/IP VGA WINS

— Serial Interface Module

— Transmission Control Protocol/Internet Protocol

— Video Graphics Array

— Windows Internet Name Service

— System Redundancy Module

Publication 1757-IN040B-EN-P - March 2002

Chapter

ProcessLogix R400.0 Installation Introduction

Operating System Support

Operating System Options

ProcessLogix Component Configuration Table

The following table shows the supported operating systems for ProcessLogix.

Table 1.A ProcessLogix Component Configuration Ta ble

ProcessLogix NT 4.0 Windows 2000

Workstation Server Professional Server

Server Client

The hardware platform and all devices contained within it designated for running the ProcessLogix R400.0 Software should be evaluated for compatibility with the Window s 2000 operating system.

Systems designated to run Pro cessLogix R400.0 Server software shou ld be Server Class and certified to run the Windows 2000 Serve r Operating System.

✔✔✔✔

✔

Systems designated to run Pro cessLogix R400.0 Clien t Software should be W orkstation/Desktop Class and certified to run the Windows NT4.0 Workstation or Windows 2000 Professional Operating System.

To check to see which certifications your computer and hardware components have, consult the Microsoft Hardware Compatibility List

http://www.microsoft.com/windows2000/upgrade/compat/default.asp

at:

Review the scenarios below for your curren t operating system installation and upgrade options.

ProcessLogix Server Supported Installations

IMPORTANT

1 Publication 1757-IN040B-EN-P - March 2002

A PCIC card must already be installed in the ProcessLogix Server(s).

1-2 ProcessLogix R400.0 Installation Introduction

IMPORTANT

If you plan to use Microsoft Excel Data Exchange, Microsoft Excel 2000 must be installed before installing ProcessLogix.

Clean Install

The Clean Install is a clean machine installed with ProcessLogix R400.0 Server software. That is, the installation begins with formatting the hard disk and installing Windows 2000 Server. Refer to Installing ProcessLogix Software on a Clean PC on page 3-1.

Upgrade from ProcessLogix R320.0 Server Currently Running Windows NT 4.0 Workstation

ATTENTION

Upgrading to ProcessLogix R400.0 Server requires that the system be running Windows 2000 Server.

IMPORTANT

ProcessLogix R400.0 requires that you replace your current installation with new hardware and operating software for the Server.

After using the techniques outlined in Saving Important Data on page 4-5 to back up all data or trans fe r th e da ta to anothe r sy s tem , r efe r to Installing ProcessLogix Software on a Clean PC on page 3-1.

Re-Deployment Options

After using the techniques outlined in Saving Important Data on page 4-5 to back up all data or trans fe r th e da ta to anothe r sy s tem , the system can be setup to be used as an R400.0 Client. Follow the instructions in Installing ProcessLogix R400.0 Client Software on page 5-18.

You must upgrade to Rockwell Automation recommended hardware specifications to be eligible for Rockwell Automation Technical support. ProcessLogix R400.0 installations onto R320.0 hardware specifications is not supported.

Publication 1757-IN040B-EN-P - March 2002

ProcessLogix R400.0 Insta llation Introduction 1-3

ProcessLogix Client Supported Installations

Clean Install

If you have a new client system, refer to ProcessLogix Client Installation and Upgrade Procedures on page 5-1.

A clean install is not required for upgrading R320.0 Client software to R400.0. If performing this option, backup all the data on the system, then follow the instructions in Saving Important Data on page 5-6.

Upgrade: Currently Running Windows NT 4.0 Workstation with ProcessLogix Clie nt Software

Upgrading the operating system is not required for ProcessLogix Client software. If your R320.0 system utilized the Windows NT 4.0 Workstation software on a certified system, you have the option of performing an operating system upgrade to Windows 2000 Professional. Refer to Upgrading the Windows NT 4.0 Workstation Operating System to Windows 2000 Professional on page 5-10.

After the operating system upgrade, it is required to upgrade the ProcessLogix Client software to the R400.0 Version.

Publication 1757-IN040B-EN-P - March 2002

1-4 ProcessLogix R400.0 Installation Introduction

Publication 1757-IN040B-EN-P - March 2002

Chapter

Operating System Installation Procedures

Clean System Windows 2000 Server Installation

ATTENTION

IMPORTANT

These installation scenarios use a “clean” PC installation method in which all data on the system will be removed/erased. This is an irrecoverable action. All data must be first “backed up” or transferred to another system before proceeding.

R400.0 ProcessLogix Servers require the Windows 2000 Server operating system.

R400.0 ProcessLogix Client Stations may use Windows 2000 Professional, Windows 2000 Server, Windows NT 4.0 Workstation, or Windows NT 4.0 Server operating systems.

If you purchased a new ProcessLogix R400.0 Server from Rockwell Automation, the operating system has already been installed. Do not try to reinstall it.

Other Windows 2000 Installation Methods:

Unattended Installation

•

Remote Installation Services

•

Over the Network Installation

•

SysPrep

•

Systems Management Server

•

Consult the Microso f t Docu mentati on s et incl ud ed w ith t he Ope rating System for these methods.

Installing Windows 2000 Server on a New System

Y o u must install W indows 2000 Server on your s ystem bef ore you can install or run the ProcessLogix R400.0 software. The current required Operating System components are Windows 2 000 Server with Windows 2000 Service Pack 2 applied and Internet Explorer 5.5 Service Pack 1. The Windows 2000 Server software, Service Packs, and Internet Explorer are licensed products of Microsoft Co rporation.

1 Publication 1757-IN040B-EN-P - March 2002

2-2 Operating System Installation Procedures

Copies of the Service Packs and Internet Explorer are included on the ProcessLogix software CD for your convenience.

The following instructions guide you through the installation of Windows 2000 Server:

Starting the Windows 2000 Server Installation

•

Creating the Boot Floppies (i f necessary)

•

Perform the installation using one of the following methods:

•

– Starting the installation from the Boot Floppies – Starting the installation from the CD-ROM

Starting the Windows 2000 Server Installation

This procedure assumes:

All network cards are installed in the PC and they are set to the

•

correct IRQs.

All supporting ProcessLogix system hardware is installed and

•

connected to the PC.

The PC meets specified hardware and software requirements.

•

Navigate in Knowledge Builder to Server and Client Installation

⇒Hardware and Software Requirements for more

Guide

information.

All manufacturers related driver diskettes are available to

•

complete the installation.

If you received your PC from the manufacturer with Windows 2000 Server pre-installed, skip to Installing Service Pack 2 for Windows 2000 on page 2-17.

ATTENTION

Consult the PC Manufacturer for any specialized instructions/procedures related to the installation of the Microsoft Windows 2000 Server operating system.

Publication 1757-IN040B-EN-P - March 2002

This procedure lists only the generic installation procedure. It does not contain any special instructions for any manufacturer specific driver installation requirements.

Operating System Instal lation Procedures 2-3

Creating Boot Floppies

If your system does not support booting from a CD-ROM, follow these instructions to create the required Boot Floppies. Otherwise, skip to Starting the Installation from the CD-ROM on page 2-4.

IMPORTANT

You will need:

4 blank 3.5” 1.44 Mb (High Density) Floppy Disks

•

1.44 MB Floppy Drive

•

CD-ROM Drive

•

DOS or Windows based Operating System with access to

•

CD-ROM and floppy devices.

1. Insert the Windows 2000 Server CD into the CD-ROM drive.

2. Click Start

3. Key in this command in the Open entry field:

>cmd< and click OK to open the DOS window.

If your installation requires additional Drivers to be installed for access to the Hard Disk Controller , Disk Device, or CD-ROM, it may be necessary to start the installation via the Boot Floppies. (Even if your system supports booting off of a CD-R OM.).

⇒Run.

4. At the DOS prompt, key in: >D:< and press Enter.

5. Key in this command:

>cd bootdisk< and press Enter.

6. Key in this command:

>makeboot< and press Enter.

7. Enter the letter of your floppy disk drive. >A<

Publication 1757-IN040B-EN-P - March 2002

2-4 Operating System Installation Procedures

8. Follow the on-screen prompts for inserting, labeling, and

creating the four floppy disks.

IMPORTANT

9. When all the boot floppies have been made, shut down the PC.

Server Boot floppies and Professional Boot floppies are different.

Starting the Installation from the Boot Floppies

1. With the PCs’ power off, ins ert the dis ke tte tit led W indow s 2000

Setup Boot Disk into the floppy disk drive.

2. Turn on the PC.

3. Insert the Microsoft Windows 2000 Server CD into the CD-ROM

drive.

4. Follow the on-screen prompts to remove and insert the

Windows 2000 Se rver Setup Disk s 2, 3, and 4 when inst ructed to do so.

5. Continue with Completing the Windows 2000 Server Installation

on page 2-5.

Publication 1757-IN040B-EN-P - March 2002

Starting the Installation from the CD-ROM

1. Turn on the PC.

2. Insert the Microsoft Windows 2000 Server CD into the CD-ROM

drive.

3. When prompted, enter into the computer’s BIOS setup program.

4. Verify that the Boot Priority has the CD-ROM de vice listed first.

(Before the floppy or hard disk devices.)

5. Exit the BIOS and save the setting.

Operating System Instal lation Procedures 2-5

6. Press any key to boot from the CD-ROM.

ATTENTION

If your installation requires additional

Manufacturer’s Drivers, press the F6 key during the boot process and follow the on-screen instructions for adding the necessary drivers.

Completing the Windows 2000 Server Installation

1. Press Enter on Welcome to Setup Screen.

2. If requested, insert the Windows 2000 Server CD into the

CD-ROM drive and press Enter.

ATTENTION

If Windows 2000 Setup did not find a suitable installation device, it will stop and prompt you for additional Manufacturer’s Drivers. Follow the on-screen instructions for adding the necessary drivers.

3. Press F8 to agree to the Windows 2000 Licensing Agreement.

4. If necessary, press ESC(escape) to continue installing a fresh

copy of Windows 2000.

ATTENTION

If existing partitions are found, delete all of them first before proceeding. Use the on-screen instructions to perform this task.

5. Press Enter to set up Windows 2000 on the Unpartitioned space.

Use the entire hard disk if possible, see note below.

6. Format the part it i on us in g the N TFS fi le sy s te m.

Publication 1757-IN040B-EN-P - March 2002

2-6 Operating System Installation Procedures

Setup will format the partition. This takes a few minutes to complete.

ATTENTION

The computer will automatically reboot. Be sure to remove floppy disk from the floppy disk drive.

7. At the Welcome to Setup window, click Next.

If there is a delay clicking next, setup will continue the installation automatically.

8. Verify the information on the Regional Settings screen and click

Next.

9. Enter the appropriate Name and Organization name and click

Next.

Certain PCs will limit the size of the partition that you can create. Windows 2000 supports a boot partition size up to a 32 Gigabytes on a NTF S formatted drive.

If your system has a limitation, create the largest partition you can, and leave the leftover space as unpartitioned. (You can create and format the unpartitioned space later.) The minimum partition size required for this installation is 4 Gigabytes.

10. Enter your Windows 2000 Server Product Key and click Next.

11. Choose your Server’s Licensing Mod e:

Rockwell Automation recommends that you choose the “Per Seat” licensing option.

ATTENTION

12. At the Computer Name and Administrator Password window:

Microsoft requires that you attain the appropriate number of Client Access Licenses required for your system. For ProcessLogix Systems, the total number of clients includes other ProcessLogix Servers (Redundant Servers), and ProcessLogix Clients.

Publication 1757-IN040B-EN-P - March 2002

Enter the Computer Name.

•

Operating System Instal lation Procedures 2-7

ATTENTION

The base name cannot contain more than 13 alphanumeric characters and must contain no spaces. The full computer name cannot contain more than 14 alphanumeric characters. The following naming conventions are required for given ProcessLogix system architectures.

For non-redundant Server, be sure the name does

not end in the letter “A” or “B”. The default name is PLX1.

For redundant Servers, append a letter to the base name to identify the PC’s function in the system architecture beginning with the letters A and B for the primary and secondary Servers, respectively. For example, use the name PLX1A for the primary Server (SERVERA) and PLX1B for the secondary Server (SERVERB). (14 Character total: Up to 13 Base plus A or B)

For a ProcessLogix Client, be sure the name does not end in the letter “A” or “B”. The suggested name is STNxx, where xx is the Station Number (01-20).

Enter the Administrator password.

•

Confirm the password.

•

IMPORTANT

• Click Next.

ATTENTION

13. At the Windows 2000 Components window:

• Uncheck the box for the Internet Information Services (IIS)

Be sure to document the Administrator Password. (It is required later in the procedure.) The Admi nistrator Account and password gives a user full access to the system. Care should be taken to who has access to this information.

In the next section, you have the ability to add many services and options during the Server installation. These components are not required for the base operation of the ProcessLogix R400.0 Software. If any of th ese components are needed for a custom installation, they can be added later after the installation.

Publication 1757-IN040B-EN-P - March 2002

2-8 Operating System Installation Procedures

Only the Accessories and Utilities, Indexing Service and

•

Script Debugger remain checked. Click Next

•

14. At the Date and Time Settings window:

If necessary, adjust the Date and Time settings.

•

Set the appropriate Time Zone for your location.

•

Uncheck the Automatically adjust clock for daylight saving

•

changes option. Click Next.

•

ATTENTION

15. If setup has not found a suitable Network Device, you will be

prompted for installing one. Follow the instructions for adding a manufacturer supplied driver or add the Microsoft Loop Back adapter.

16. Choose the Custom settings option and click Next.

17. At the Networking Components window, select Internet Protocol

(TCP/IP) and click Properties.

18. Choose the IP Address option.

Fill in the appropriate IP address.

•

Failure to uncheck the Automatic adjustment for Daylight Savings Time will cause Redundant Systems to loose “Sync” when the time is automatically adjusted. Choosing not to automatically adjust the time allows you to decide when to make the adjustment (at a time that is not critical to your process).

Publication 1757-IN040B-EN-P - March 2002

ATTENTION

In some organizations it is important for these addresses to be

controlled by the IT organization. Consult your company’s practices and IT organization for the appropriate IP address information. It will be necessary to use valid IP information to integrate the ProcessLogix Control system with the Business Network.

IP Addresses are critical to the communication of the system. Rockwell Automation suggests, when possible, to utilize a Private Network for the control system. (Not connected to any other networks.) This isolates the control system from interference from any business communication.

Operating System Instal lation Procedures 2-9

The following Private Networking IP Address scheme can be utilized for the system to operate:

Non-Redundant or Primary Redundant Server: NIC 1: 192.168.0.1, NIC 2: 192.168.1.1, NIC 3: 192.168.2.1

Backup Redundant Server: NIC 1: 192.168.0.2, NIC 2: 192.168.1.2, NIC 3: 192.168.2.2

Fill in the appropriate Subnet Mask.

•

All configurations use a Subnet Mask of 255.255.255.0 and a blank Defaul t Gat e tway.

If necessary, fill in the appropriate Default gateway.

•

Click OK to return to the Networking Components window.

•

19. Click Next.

20. Repeat steps 17 to 19 for additional network cards.

21. At the Workgroup or Computer Domain window:

Choose the No, this computer …. option

•

Enter an appropriate Wo rkGroup Name.

•

Click Next.

•

ATTENTION

All systems which are configured for this Process Control System should utilize the same Workgroup Name for easier operations.

22. At this point in the installation, setup will finish installing

Windows 2000. This will take some time depending on your hardware configuration.

23. At the Completing the Setup Wizard window, remove the

Windows 2000 Server CD and click Finish.

24. The PC will reboot.

25. Continue the installation with Installing Service Pack 2 for

Windows 2000 on page 2-17.

Publication 1757-IN040B-EN-P - March 2002

2-10 Operating System Installation Procedures

Clean System Windows 2000 Professional Installation

Windows 2000 Professional is the preferred Client op erating system for ProcessLogix R400.0. The current required Operating System components are Windows 2000 Professional with Windows 2000 Service Pack 2 applied and Internet Explorer 5.5 Service Pack 1. The Windows 2000 Professional software, Service Packs, and Internet Explorer are licensed products of Microsof t Corporation. Copies o f the Service Packs and Internet Explorer are included on the ProcessLogix software CD for your convenience.

The following instructions guide you through the installation of Windows 2000 Professional:

Starting the installation of Windows 2000 Professional

•

Creating the Boot Floppies (i f necessary)

•

Performing the installation using 1 of the following methods:

•

Starting the installation from the Boot Floppies

•

Starting the installation from the CD-ROM

•

Starting the Windows 2000 Professional Installation

This procedure assumes:

All network cards are installed in the PC and they are set to the

•

correct IRQs.

All supporting ProcessLogix system hardware is installed and

•

connected to the PC.

The PC meets specified hardware and software requirements.

•

Navigate in Knowledge Builder to Server and Client Installation

⇒Before Installing ProcessLogix⇒Hardware and Software

Guide Requirements for more information.

• All manufacturers related driver diskettes are available to

complete the installation.

Publication 1757-IN040B-EN-P - March 2002

Operating System Installation Procedures 2-11

If you received your PC from the manufacturer with Windows 2000 Professional pre-installed, skip to Installing Service Pack 2 for Windows 2000 on page 2-17.

ATTENTION

Consult the PC Manufacturer for any specialized instructions/procedures related to the installation of the Microsoft Windows 2000 Professional operatin g system.

This procedure lists only the generic installation procedure. It does not contain any special instructions for any manufacturer specific driver installation requirements.

Creating Boot Floppies

If your system does not support booting from a CD-ROM, follow these instructions to create the required Boot Floppies. Otherwise, skip to Starting the Installation from the CD-ROM on page 2-12.

IMPORTANT

You will need:

4 blank 3.5” 1.44 Mb (High Density) Floppy Disks

•

1.44 MB Floppy Drive

•

• CD-ROM Drive

• DOS or Windows based Operating System with access to

CD-ROM and floppy devices.

1. Insert the Windows 2000 Professional CD into the CD-ROM

drive.

2. Click Start

3. Key in this command in the Open entry field:

>cmd< and click OK to open the DOS window.

⇒Run.

Publication 1757-IN040B-EN-P - March 2002

2-12 Operating System Installation Procedures

4. At the DOS prompt, key in: >D:< and press Enter.

5. Key in this command:

>cd bootdisk< and press Enter.

6. Key in this command:

>makeboot< and press Enter.

7. Enter the letter of your floppy disk drive. >A<

8. Follow the on-screen prompts for inserting, labeling, and

creating the four floppy disks.

IMPORTANT

9. When all the boot floppies have been made, shut down the PC.

Server Boot floppies and Professional Boot floppies are different.

Starting the Installation from the Boot Floppies

1. With the PCs’ power off, ins ert the dis ke tte tit led W indow s 2000

Setup Boot Disk into the floppy disk drive.

2. Turn on the PC.

3. Insert the Microsoft Windows 2000 Professional CD into the

CD-ROM drive.

4. Follow the on-screen prompts to remove and insert the

Windows 2000 Professional Setup Disks 2, 3, and 4 when instructed to do so.

5. Continue with Completing th e Window s 2 000 Profes sio n al

Installation on page 2-13.

Publication 1757-IN040B-EN-P - March 2002

Starting the Installation from the CD-ROM

1. Turn on the PC.

2. Insert the Microsoft Windows 2000 Professional CD into the

CD-ROM drive.

Operating System Installation Procedures 2-13

3. When prompted, enter into the computer’s BIOS setup program.

4. Verify that the Boot Priority has the CD-ROM device listed firs t.

(Before the floppy or hard disk devices.)

5. Exit the BIOS and save the setting.

6. Press any key to boot from the CD-ROM.

ATTENTION

If your installation requires additional Manufacturer’s Drivers, press the F6 key during the boot process and follow the on-screen instructions for adding the necessary drivers.

Completing the Windows 2000 Professional Installation

1. Press Enter on Welcome to Setup Screen.

2. If requested, insert the Windows 2000 Professional CD into the

CD-ROM drive and press Enter.

ATTENTION

3. Press F8 to agree to the Windows 2000 Licensing Agreement.

4. If necessary, press ESC(escape) to continue installing a fresh

copy of Windows 2000.

ATTENTION

If existing partitions are found, delete all of them first before proceeding. Use the on-screen instructions to perform this task.

5. Press Enter to set up Windows 2000 on the Unpartitioned space.

Publication 1757-IN040B-EN-P - March 2002

2-14 Operating System Installation Procedures

Use the entire hard disk if possible, see note below.

6. Format the partit i on using the NTFS file system .

Setup will format the partition. This takes a few minutes to complete.

ATTENTION

7. The computer will automatically reboot. Be sure to remove

floppy disk from the floppy disk drive.

8. At the Welcome to Setup window, click Next.

If there is a delay clicking next, setup will continue the installation automatically.

9. Verify the information on the Regional Settings screen and click

Next.

10. Enter the appropriate Name and Organization name and click

Next.

Certain PCs will limit the size of the partition that you can create. Windows 2000 supports a boot partition size up to a 32 Gigabytes on a NTF S formatted drive.

Publication 1757-IN040B-EN-P - March 2002

11. Enter your Windows 2000 Professional Product Key and click

Next.

12. At the Computer Name and Administrator Password window:

• Enter the Computer Name.

ATTENTION

• Enter the Administrator password.

The computer name cannot contain more than 14 alphanumeric characters and must contain no spaces. For a ProcessLogix Client, be sure the name does not

end in the letter “A” or “B”. The suggested name is STNxx, where xx is the Station Number (01-20).

Confirm the password.

•

Operating System Installation Procedures 2-15

IMPORTANT

Click Next.

•

13. At the Date and Time Settings window:

If necessary, adjust the Date and Time settings.

•

Set the appropriate Time Zone for your location.

•

Uncheck the Automatically adjust clock for daylight saving

•

changes option. Click Next.

•

ATTENTION

Failure to uncheck the Automatic adjustment for Daylight Savings Time will cause Redundant

Systems to loose “Sync” when the time is automatically adjusted. Choosing not to automatically adjust the time allows you to decide when to make the adjustment (at a time that is not critical to your process).

14. If setup has not found a suitable Network Device, you will be

prompted for installing one. Follow the instructions for adding a manufacturer supplied driver or add the Microsoft Loop Back adapter.

15. Choose the Cust om se tting s option and click Nex t.

16. At the Networking Components wi ndow, select Internet Protoc ol

(TCP/IP) and click Properties.

17. Choose the Use the following IP Address option.

• Fill in the appropriate IP address.

ATTENTION

Publication 1757-IN040B-EN-P - March 2002

2-16 Operating System Installation Procedures

Navigate in Knowledge Builder to ProcessLogix R400.0 Installation Guide

information.

In some organizations, it is important that these addresses are

The following Private Networking IP Address scheme can be utilized for the system to operate:

First Client Addressing: NIC 1: 192.168.0.3, NIC 2: 192.168.1.3

Additional Station Addressing: NIC 1: 192.168.0.x, NIC 2: 192.168.1.x, where x is the Station number +2. (for Station Number 2, x=4)

⇒Network Planning Guide for more

Fill in the appropriate Subnet Mask.

•

All configurations use a Subnet Mask of 255.255.255.0 and a blank Default Gat e tw a y.

If necessary, fill in the appropriate Default gateway.

•

Click OK to return to the Networking Components window.

•

18. Click Next.

19. Repeat steps 15 to 17 for additional network cards.

20. At the Workgroup of Computer Domain window:

• Choose the No, this computer …. option

• Enter an appropriate WorkGroup Name.

• Click Next.

ATTENTION

All systems which are configured for this P rocess Control System should utilize the same Workgroup Name for easier operations.

Publication 1757-IN040B-EN-P - March 2002

Operating System Installation Procedures 2-17

21. At this point in the installation, setup will finish installing

Windows 2000. This will take some time depending on your hardware configuration.

22. At the Completing the Setup Wizard window, remove the

Windows 2000 Professional CD and click Finish.

23. The PC will reboot.

24. Continue the installation with Installing Service Pack 2 for

Windows 2000 on page 2-17.

Installing Service Pack 2 for Windows 2000

Checking for Windows 20 00 Service Pack 2

Before performing this installation, check the Microsoft Windows 2000 CDs to see if they have Service Pack 2 integrated. (This depends on when the software was purchased.) If Service Pack 2 has already been installed, you can skip to Installing Internet Explorer 5.5 SP1 on page 2-19.

If you are unsure of whether the source CDs included SP2, perform the following procedure:

1. If necessary, Boot/Turn on the sy s tem.

2. Press Ctrl-Alt-Del to prompt the logon information.

3. Use the Administrator user account and enter the appropriate

password.

TIP

If this is the first time start since the operating system install, it will be necessary to remove the default startup Screens

3. Click Start

Professional Systems

1. On the Getting Started with Windows 2000 window, uncheck the Show this screen at startup checkbox.

2. Click Exit.

Server Systems

1. On the Windows 2000 Configure your Server window , select the I will configure this Server later option and click Next.

2. Uncheck the Show this screen at startup checkbox and close the window.

⇒Run.

Publication 1757-IN040B-EN-P - March 2002

2-18 Operating System Installation Procedures

4. Key in this command in the Open entry field:

>winver< and press Enter.

5. In the About Windows window, look to see if the following text

appears: Version 5.0 (Build 2195: Service Pack 2)

If the line appears as shown, you can skip to Installing Internet Explorer 5.5 SP1 on page 2-19.

If the line does not say Service Pack 2, click OK and continue with Installing Windows 2000 Service Pack 2 on page 2-18.

Installing Window s 2000 Service Pack 2

1. If necessary, Boot/Turn on the system.

2. Press Ctrl-Alt-Del to prompt the logon i nformation.

3. Use the Administrator user account and enter the appropriate

password.

TIP

If this is the first time start since the operating system install, it will be necessary to remove the default startup Screens

Professional Systems

1. On the Getting Started with Windows 2000 window, uncheck the Show this screen at startup checkbox.

2. Click Exit.

Server Systems

1. On the Windows 2000 Configure your Server window , se lect the I will configure this Server later option and click Next.

2. Uncheck the Show this screen at startup checkbox and close the window.

3. Insert the ProcessLogix R400.0 Software CD 2 into the CD-ROM

drive.

Publication 1757-IN040B-EN-P - March 2002

4. Click Start

⇒Run.

5. Key in this path location in the Open entry field or use Browse

to navigate to the w2ksp2.ex e file on the CD.

>D:(or your CD-ROM drive letter)\win2k _ sp\w2 k sp2.exe <

Operating System Installation Procedures 2-19

6. Click OK to launch the Service Pack 2 setup application.

7. At the Windows 2000 Service Pack Setup window, check the

boxes:

Accept the License Agreement.

•

Backup files necessary to uninstall this Service Pack at a later

•

time.

8. Click Install to initiate the Service Pack 2 update.

9. At the Setup Complete window, close any open applications and

click Restart.

10. Continue the installation with Installing Internet Explorer 5.5 SP1

on page 2-19.

Installing Internet Explorer

5.5 SP1

Checking the Internet Explorer Version

All systems are required to upgrade the Internet Explorer version to

5.5 SP1. Almost all systems will not have this upgraded version installed by default. You can check the version currently installed by performing the following tasks:

1. If necessary, Boot/Turn on the sy s tem.

2. Press Ctrl-Alt-Del to prompt the logon information.

3. Use the Administrator user account and enter the appropriate

password.

TIP

If this is the first t ime start sin ce the o perating sys tem install, it will be necessary to remove the default startup Screens

Professional Systems

1. On the Getting Started with Windows 2000 window, uncheck the Show this screen at startup checkbox.

2. Click Exit.

Server Systems

1. On the Windows 2000 Configure your Server window, select the I will configure this Server later option and click Next.

2. Uncheck the Show this screen at startup checkbox and close the window.

Publication 1757-IN040B-EN-P - March 2002

2-20 Operating System Installation Procedures

IMPORTANT

3. Double-click the Internet Explorer icon on the Deskto p.

a. Click the I want to setup my Internet connection manually…

option, and click Next.

b. Click the I connect through a local area network (LAN),

option and click Next.

c. At the Local area network Internet configuration window,

click Next.

d. Click the No option for setting up an Internet mail account

and click Next.

e. Click Finish to exit the Wizard.

4. If you do not have an internet connection, you will receive an

error attempting to download the page. Click Work Offline.

If this is the first time running Internet Explorer, you will be prompted with the Internet Connection Wizard.

An internet connection is not required for this function or ProcessLogix software use. However, components in the software are required.

5. Click Help

6. Check to see the Version information.

If the version is less than 5.50.4522.1800 close Internet Explorer

•

and continue with the Internet Explorer 5.5 SP1 install by going to go to Upgrading Internet Explorer 5.5 SP1 on page 2-20.

If the version is at 5.50.4522.1800 skip to Additional Operating

•

System Customization Procedures on page 2-22.

⇒About Interne t Explo re r.

Upgrading Internet Explo r er 5.5 SP1

All systems are required to upgrade the Internet Explorer version to

5.5 SP1. Follow these steps to install Internet Explorer 5.5 SP1:

1. If necessary, Boot/Turn on the system.

2. Press Ctrl-Alt-Del to prompt the logon i nformation.

Publication 1757-IN040B-EN-P - March 2002

Operating System Installation Procedures 2-21

3. Use the Administrator user account and enter the appropriate

password.

TIP

If this is the first time start since the operating system install, it will b e necessary to remove the default startup Screens

Professional Systems

1. On the Getting Started with Windows 2000 window, uncheck box Show this screen at startup checkbox.

2. Click Exit.

Server Systems

1. On the Windows 2000 Configure your Server window, select the I will configure this Server later option and click Next.

2. Uncheck the Show this screen at startup checkbox and close the window.

4. Insert the ProcessLogix R400.0 Knowledge Builder CD in to the

CD-ROM drive.

5. Click Start

6. Key in this path location in the Open entry field or use Browse

to navigate to the ie5setup.exe file on the CD.

⇒Run.

>D:(or your CD-ROM drive letter)\IE5_5_SP1\ie5setup.exe<

7. Click OK to launch the Internet Explorer setup application.

8. Click the I accept the agreement option and click Next.

9. At the Windows Update: Internet Explorer window, click Next.

10. Click Finish to restart the Computer.

TIP

On subsequent logons to the computer, a task will run to apply the update. You will see this one time for all users of the computer.

Publication 1757-IN040B-EN-P - March 2002

2-22 Operating System Installation Procedures

Installing Adobe Acrobat Reader 4.05

Adobe Acrobat Reader 4.05 is re quired to view *.pdf f iles cont ained in Knowledge Builder. Follow these steps to install Acrobat Reader 4.05.

1. Insert the ProcessLogix R400.0 Knowledge Builder CD into the

CD-ROM drive.

2. Click Start

3. Key in this path location in the Open entry field or use Browse

to navigate to the Setup.exe file on the CD.

>D:(or your CD-ROM drive letter)\Adobe\Setup.exe<

4. Click OK.

5. At the Acrobat Reader 4.05 Setup window, click Next.

6. At the Choose Destination Location window, click Next.

7. Click OK.

⇒Run.

Additional Operating System Customization Procedures

All procedures in this section assume that you are logged onto the system with Administrator access. Follow the procedure below to log on to the system:

1. If necessary, Boot/Turn on the system.

2. Press Ctrl-Alt-Del to prompt the logon i nformation.

3. Use the Administrator user account and enter the appropriate

password.

TIP

If this is the first time start since the operating system install, it will be necessary to remove the default startup Screens

Professional Systems

1. On the “Getting Started with Windows 2000” window, uncheck

the box Show this dialog at startup.

2. Click Exit.

Server Systems

1. On the Windows 2000 Configure your Server window, select the I will configure this Server later option and click Next.

2. Uncheck the Show this screen at startup checkbox and close the window.

Publication 1757-IN040B-EN-P - March 2002

Operating System Installation Procedures 2-23

Adjusting the Video Settings

The system applications and displays have been optimized to be displayed at a resolution of 1024 b y 768 with 65K (Hi gh Color, 16 bit). Utilizing any other setting than this will produce anomalies in some displays.

Set the Video Settings by performing the following tasks:

1. Right mouse click on the desktop and select Properties.

2. Choose the Settings tab.

3. Click Advanced in the lower right hand side of the window.

4. Confirm that the General Tab, the Display Font size is set to

Small Fonts.

5. Click the Adapte r tab.

6. Click List All Modes.

7. Choose one of the settings entitled 1024 by 768, High Color (16

bit).

You should choose a refresh rate (listed in Hertz) at the maximum the monitor could hand le. Fo r Example, 1024 by 7 68, High Color (16 bit), 75 Hertz. Click OK after your selection.

8. Click Apply.

At this point the setting will be applied.

9. Click OK.

10. Click Yes to keep your setting.

If nothing appears or you are unable to see the screen, the previous mode will be reset after the 15 Seconds. Reset the mode to a lower Hertz setting and repeat the process.

11. Click OK to close the (Advanced) adapter properties Window.

12. Click OK to close the Display Properties window.

Publication 1757-IN040B-EN-P - March 2002

2-24 Operating System Installation Procedures

Setting Up Additional Drivers

Using the Microsoft Windows 2000 Operating System CDs to perform an installation contains only a finite set of drivers for the most common hardware items at the time of its release.

Rockwell Automation considers this set to be the “base” set of drivers. Manufacturers will update their drivers over time to fix anomalies or provide additional features that were not available at the time of their release on the CD. Also, as newer hardware is developed, additional drivers may be required to utilize these devices in the system.

Third Party Platforms

Rockwell Automation recommends that you check your PC Supplier for driver/software upda tes pertain in g to running th e Window s 2 000 Operating System on the platform. It may be necessary to upgrade or install additional drivers to utilize the hardware in your system.

IMPORTANT

Hardware drivers affect the stability of the system and should be evaluated for their impact before implementing.

Other Required System Settings

The following table summarizes the various system operating settings required for optimum ProcessLogix R400.0 software operation.

ATTENTION

If you change any system settings, it may be necessary to restart the PC for the system to apply them.

Publication 1757-IN040B-EN-P - March 2002

Operating System Installation Procedures 2-25

Table 2.A Required System Settings for ProcessLogix R400.0 software

Function Required Setting Value

Creating an Emergency Repair Disk

Dynamic Host Configuration Protocol (DHCP) IP Addressing

View Options Windows 2000 Server Explorer

After all installations and drivers are installed, you should now create your Emergency Repair Disk.

Use the following procedure to create an emergency repair disk for your Windows 2000 Server installation.

1. Insert a blank diskette into the PC’s floppy drive.

2. Click Start

3. Click Emergency Repair Disk.

⇒Programs⇒Accessories⇒System Tools⇒Backup.

ProcessLogix® System requires that all specified IP address are fixed and known. We recommend that you do not use DHCP, but if your organization requires it, use only reserved addressing.

Show all Files Be sure the Hide file extensions for known file types selection is not checked.

4. Click Start Backup located in the right hand side of the window.

An Emergency Repair Diskette window will appear.

5. Insert a blank diskette into the PC’s floppy drive.

6. Check the Also back up the registry to the r e pa i r dir ec tory

checkbox and click OK.

7. When finished, click OK.

8. Click Job

⇒Exit.

Publication 1757-IN040B-EN-P - March 2002

2-26 Operating System Installation Procedures

Creating the ProcessLogix User Accounts

Username Full name

ps_user Process user ProcessLogix

(1)

erserver

(1)

The erserver account is only necessary on ProcessLogix Servers.

(2)

This field m ay be left blank.

(3)

The passwor d must be lowerc ase.

(4)

The confirm password m ust be lowercase.

erserver Engineering

You must create a Process User account to be used to perform the ProcessLogix R400.0 Software installation. Follow the steps below to create and logon with the ps_user and erserver accounts on Windows

2000.

IMPORTANT

All R400.0 Systems are required to use th e ps_user account. This is a change from R320.0, where most systems used the plx_user account.

All subsequent software installs should be performed with the ps_user account logged on to the system.

Table 2.B User Account Details

Description

System Administrators

Repository Server

(2)

Password

password password Administrators

erserver erserver Administrators

(3)

Confirm Password

(4)

Member of

Users

Publication 1757-IN040B-EN-P - March 2002

Creating the ps_user and erserver accounts

1. Right-click the My Computer icon and select Manage.

2. Click the + sign to expand Local Users and Groups.

3. Click the Users folder.

4. Click Action

5. Enter the appropriate information for ps_user from table

Table 2.B on page 2-26 .

6. Uncheck the User must change password at next logon

checkbox.

7. Check ONLY the Password neve r ex p ir e s chec k box .

8. Click Create.

⇒New User.

Operating System Installation Procedures 2-27

9. On ProcessLogix Servers, repeat steps 5 through 8 for the

erserver account.

10. Click Close.

11. Double Click the ps_user account.

12. Click the Member of Tab on the ps_user Properties window.

13. Click Add.

14. Under Name, click on Administrators and click Add.

15. Click OK.

16. Click Apply, then click Close.

17. On ProcessLogix Servers, repeat steps 11 through 14 for the

erserver account.

18. Close the Computer Management window.

Logging on wit h the ps_user account

You must now log off the Adminis trator accoun t and log on with th e ps_user account to continue with the installation.

1. Click Start

2. Choose Log off Administrator in the drop down box and click

OK.

3. Press Ctrl-Alt-Del to prompt the logon information.

4. Change the User name to ps_user.

5. Enter the password you assigned and click OK.

⇒Shut Down.

Publication 1757-IN040B-EN-P - March 2002

2-28 Operating System Installation Procedures

Clean System Windows NT

4.0 Workstation Installation

IMPORTANT

If the Windows NT boot disks are not available to you, contact Rockwell Automation Technical Support for more information. Refer to Rockwell Automation Technical Support on page P-3.

Overview

Windows NT Workstation can be used for a ProcessLogix Client only. If Windows NT is already installed on your PC, skip to Installing Service Pack 6a for Windows NT 4.0 on page 2-35.

The current requirement is Windows NT version 4.0 (English [USA] default) with Service Pack 6a, Internet Explorer 5.5 SP1, and MDAC

2.5. The Windows NT software is a licensed product of Microsoft Corporation. A copy of Service Pack 6a, Internet Explorer 5.5 SP1 and MDAC 2.5 are included on the ProcessLogix R400.0 software CD 2 for your convenience.

The Windows NT software will guide you through the following phases of installation in the order listed.

Starting Windows NT installation

•

Setting up Windows NT

•

Installing TCP/IP networking software

•

Setting the date and time

•

Setting up the display driver

•

Completing installation

•

Installing Service Pack 6a

•

• Configuring System Properties

• Converting to NTFS (if required) after Windows NT has been

installed

• Setting COM ports

• Creatin g an emergency repair disk

Use the manufacturer’s instructions to supplement information in the remaining subsections, as required.

Publication 1757-IN040B-EN-P - March 2002

Operating System Installation Procedures 2-29

Starting the Windows NT Installation

Use the following procedure to start the installation of the Windows NT 4.0 software.

IMPORTANT

This procedure assumes that:

All network cards are installed in the PC and they are set to the

•

correct IRQs.

All supporting ProcessLogix system hardware is installed and

•

connected to the PC.

The PC meets specified hardware and software requirements.

•

Navigate in Knowledge Builder to Server and Client Installation Guide Requirements for more information.

All manufacturers related driver diskettes are available to

•

complete the installation.

If you received your PC from the manufacturer with NT pre-installed, skip to Installing Service Pack 6a for Windows NT 4.0 on page 2-35.

If you are installing software from a network Server, contact your network administrator for information on starting the setup process.

⇒Before Installing ProcessLogix⇒Hardware and Software

1. With the PC turned off, insert the Windows NT Setup Disk 1 into

the floppy drive.

2. Turn on the PC and follow the on-screen prompts to remove

and insert the Windows NT Setup Disks 2 and 3 when instructed to do so.

3. Allow the operating system to query your PC for its hardware

functions and display a list of Mass Storage Devices.

4. If required, press <s> to add drivers for additional storage

devices such as hard drives or CD-ROM. Follow the on-screen prompts to add these drivers.

5. When prompted, insert the Windows NT 4.0 CD into the

CD-ROM drive.

6. Review and accept the license agreement.

Publication 1757-IN040B-EN-P - March 2002

2-30 Operating System Installation Procedures

7. Check the displayed list of partitions for Windows NT

installation.

8. Follow the on-screen prompts to select or create a partition that

uses the entire hard drive, if possible.

IMPORTANT

Setup cannot create a partition greater than 4 gigabytes. In this case, create one partition as 4 GB for ProcessLogix and leave the balance as unpartitioned. The balance may be partitioned later using NT Disk Administrator.

9. Format the partition using the NTFS file system.

For details on converting to NTFS after Windows NT has been installed, refer to Converting to NTFS after Installing Windows NT on page 2-39.

10. Press <Enter> to allow setup to perform an exhaustive search for

errors on the selected partition.

Follow the on screen prompts to allow setup to configure the partition and copy the relevant setup files.

11. Press <Enter> to restart the PC.

Setting U p Windows NT

Use the following procedure to continue with the Windows NT installation started in the previous procedure.

1. Wait for your PC to reboot and start the Setup Wizard.

2. When prompted, insert the Windows NT 4.0 CD into the

CD-ROM drive.

3. Select Custom from the setup options list and click Next.

The Custom setup lets you override default settings for the SCSI adapters, CD-ROM drives, video displays, virtual memory and others, as required.

4. Enter the Name and Organization of the registered user and

click Next.

5. Enter your Windows NT W orkstation Product ID and click Next.

Publication 1757-IN040B-EN-P - March 2002

Operating System Installation Procedures 2-31

6. Enter a lower case computer name for your PC.

IMPORTANT

ATTENTION

7. Record the computer name for future reference and click Next.

8. On the Administrator page, key in the password for the

Administrator account twice. The default password for

ProcessLogix systems is “password”.

9. Record the password for future reference and click Next.

10. Click No, do not create an Emergency Repair Disk and click

Next.

Be certain that the caps lock is not enabled. The computer name must be typed in lower case. You will notice that when you type, the computer name displays in capital letters.

The computer name cannot contain more than 14 alphanumeric characters and must contain no spaces. For a ProcessLogix Client, be sure the name does not end in the letter “A” or “B”. The suggested name is STNxx, where xx is the Station Number (01-20).

The Emergency Repair Disk will be created in a later procedure.

11. Click Next to install the default Windows NT components.

Installing TCP/IP Networking Software

Transmission Control Protocol/Internet Protocol (TCP/IP) is a networking protocol that provides communication across interconnected networks made up of Proces s Log ix Servers and ProcessLogix Clients. You must install TCP/IP networking software even if your PC does not include a network card. You cannot run ProcessLogix software without TCP/IP networking software.

Use the following procedure to install TCP/IP as part of the Windows NT installation. This procedure assumes that you know the following information relevant to your communication network.

• The network name of your PC(s).

• The IP address of your PC.

Publication 1757-IN040B-EN-P - March 2002

2-32 Operating System Installation Procedures

The subnet mask for your network.

•

The default gateway, if appropriate.

•

Whether or not you are going to enable Windows Internet Name

•

Service (WINS) and Domain Name Service (DNS) lookups.

1. Select Wired to th e network, when prompted, even if you do

not have a network card.

This will specify whether this PC will participate in a network.

2. Click Next.

3. Setup prompts you to identify the type of network card installed

in your PC. a. Select Start Search if you want Windows NT to automatically

detect the card installed in your PC. If the detected card is incorrect, or no card is detected, click

Select from list and select the correct network card from this list.

TIP

It may be necessary to insert a manufacturer’s diskette to install the NIC card in your system. If so, click Have Disk and follow th e manufacturer’s instructions.

b. If you do not have a network card, click Select from list and

select MS Loopback Adapter from this list.

IMPORTANT

If Setup prompts you for the network card’s IRQ and address settings, be sure the sett ings match the card’s dipswitch configuration.

4. Click Next.

5. Select the TCP/IP protocol as the network protocol to be used

across the netw ork .

6. Click Next.

7. Click Next to install the default services.

Publication 1757-IN040B-EN-P - March 2002

8. Click Next to install networking components.

Operating System Installation Procedures 2-33

9. If the MS Loopback Adapter is being installed, accept the frame

type of 802.3 in the MS Loopback Adapter Card Setup dialog box.

10. Click No in response to the prompt for whether there is a DHCP

Server on the network, unless advised otherwise by your network administrator.

11. If you selected No in Step 10, enter the following TCP/IP

settings in the appropriate Microsoft TCP/IP Properties tabbed pages. The following Priv ate Networking IP Address scheme can be utilized for the system to operate:

First Client Addressing: NIC 1: 192.168.0.3, NIC 2: 192.168.1.3

Additional Station Addressing: NIC 1: 192.168.0.x, NIC 2: 192.168.1.x, where x is the Station number +2. (for Station Number 2, x=4)

Fill in the appropriate Subnet Mask.

•

All configurations use a Subnet Mask of 255.255.255.0 and a blank Defaul t Gat e tway.

If necessary, fill in the appropriate Default gateway.

•

12. Apply changes and click OK.

TIP

If you leave the default setting for WINS, you are prompted to leave this blank by answering Yes.

13. Click Next to continue.

14. Click Next again to start the network.

15. Key in a network group.

• If you are connecting to an existing network, ask your

network administrator to recommend the group and to specify whether that group is a Workgroup or Domain.

Publication 1757-IN040B-EN-P - March 2002

2-34 Operating System Installation Procedures

For a Domain, it may be necessary to work with your

•

network administrator to create the proper accounts and access before you can join the domain. V erify that you are following the recommended outline as set forth in the ProcessLogix Network Planning Guide. Co ntac t Rockw e ll Automation Technical Support if necessary for as sistance with Domain groups.

If you are configuring a stand-alone network, key in the

•

workgroup with a name such as PLX_NTWRK. Note that this workgroup name should be the same for all the PCs on the network.

16. Click Next.

17. Click Finish to complete the network configuration.

Setting the Date and Time

Use the following procedure t o set the date and time on the PC. Windows NT uses the date and time in managing files and applications. ProcessLogix also uses these settings on reports and for tracking events, so it is important to set the date and time before installing the ProcessLogix software.

1. In the Time Zone scroll box, select the appropriate time zone for

your location.

2. Uncheck the Automatically adjust clock for daylight savings

changes checkbox if needed, which means the function is disabled.

IMPORTANT

ProcessLogix does not support the automatic Windows NT time changes for daylight savings.

3. In the Date & Time tab, be certain that the Month, Day, Year,

Hour, Minute, Seconds, Night (PM)/Day (AM) settings are correct.

4. Close the Date/Time Properties dialog box.

Publication 1757-IN040B-EN-P - March 2002

Operating System Installation Procedures 2-35

Setting Up the Display Driver

Use the following procedure to set up the display driver on the PC.

1. Setup automatically detects your PC’s video card. Click OK to

confirm the detected card and click OK again to exit.

It may be necessary to skip the application of your video card driver until after the Service Pack is applied. If this is the case, use the default VGA Driver and install the newer version after the Service Pack installation. Refer to Setting Up Additional Drivers after the Service Pack Installation on page 2-37.

2. Windows NT now begins to copy the files for your Windows NT

installation.

Completing Installation

Use the following procedure to complete the Windows NT installation.

1. Wait for setup to finish copying files onto the PC and display a

dialog box.

2. Remove the Win dows NT CD.

3. In the dialog box, click Restart computer to restart the PC and

load Windows NT.

4. After Windows NT restarts, it displays th e Window s NT Loader.

Press <Enter> (or wait for the loader start time to expire) to continue loading Windows NT.

Installing Service Pack 6a for Windows NT 4.0

IMPORTANT

Your client system should be running Service Pack 6a. If it is not running Service Pack 6a, follow this procedure to install it.

Publication 1757-IN040B-EN-P - March 2002

2-36 Operating System Installation Procedures

TIP

If you received your Client PC from the manufacturer with Windows NT preinstalled with 128-bit components, you may need to downlo ad the High Encryption Version of Service Pack 6a.

This can be obtained from Microsoft’s web site:

www.microsoft.com/ntserver/nts/downloads/recommended/SP6/allsp6.asp

1. Insert the ProcessLogix R400.0 Software CD 2 into the CD-ROM

drive.

2. Click Start

⇒Run.

3. Key in this path location in the Open entry field or use Browse

to navigate to the sp6i386. exe file on the CD.

>D:(or your CD-ROM drive letter)\nt_sp6a\sp6i386.exe<

4. Click OK to launch the Service Pack 6a setup application.

5. If a third-party system utilities message appears, click OK.

6. At the Setup window, check the boxes:

Accept the License Agreement

•

Backup files necessary to uninstall the Service Pack at a later

•

time.

7. Click Install to initiate the Service Pack 6a update.

8. If a window appears requesting you to replace a vendor

installed file, click Yes to replace the file with the one provided by the Service Pack Setup.

9. At the Setup complete window, click Restart. The PC

automatically restarts.

Publication 1757-IN040B-EN-P - March 2002

Operating System Installation Procedures 2-37

Setting Up Additional Drivers after the Service Pack Installation

ATTENTION

If your particu lar vi deo card i s not detecte d (only a VGA card is detected), you need to install drivers provided by the PC manufacturer. You can do this after Windows NT is installed through the Control Panel application.

1. Click Start

2. Double-click the Display icon.

3. Click the Setti ngs tab.

4. Click Display Type.

5. Click Change and follow the dialog box

instructions.

If you installed a new driver, restart the PC and complete your NT logon. NT automatically detects the new driver and opens Control Panel so you can change the set ti n gs .

⇒Settings⇒Control Panel.

Use the following procedure to set up the di splay driver.

1. Click Start

2. Double-click the Display icon.

3. Click the Setti ngs tab.

4. Set the Desktop Area to 1024 by 768 pixels.

5. Set Color Palette to 65536 Colors.

6. Set Font Size to Small Fonts.

7. Set the Refresh Frequency to the maximum Hz that the monitor

can handle.

⇒Settings⇒Control Panel.

Publication 1757-IN040B-EN-P - March 2002

2-38 Operating System Installation Procedures

8. Click Test and click OK to invoke a sample screen.

If the sample screen displays correctly, click Yes.

•

If it does not display correctly, click No. Change the Desktop

•

Area, Color Palette, or Refresh Freque ncy and repeat this step to correct the probl e m .

9. Close the Display Properties window. Close the Control Panel.

10. Add any other required drivers at this time. For example, Tape

Drive, Sound Card, etc.

Configuring System Properties

Use the following procedure to configure the virtual memory.

1. Click Start

2. Double-click the System icon.

3. Click the Startup/Shutdown tab.

4. Check the boxes:

Write event to the system log

•

Write debugging information to:

•

5. Click the Performance tab.

6. Set Application Performance Boost to None.

7. In the Virtual Memory group, click Change.

8. Key in >400< in the Initial Size (MB) field, press <tab> and key

in >400< in the Maximum Size (MB) field.

9. Click Set to a pp l y th ese changes .

10. Click OK to close the Virtual Memory dialog box.

⇒Settings⇒Control Panel.

Publication 1757-IN040B-EN-P - March 2002

11. Close the System Properties dialog box.

12. Click Yes to restart the PC.

Operating System Installation Procedures 2-39

Converting to NTFS after Installing Windows NT

If the PC is currently using a FAT file system, use the following procedure to convert to t he NTFS file system. The ProcessLogi x Server software must run on a PC using the NTFS file system.

1. Click Start

2. Key in this command in the Open entry field:

>cmd< and click OK to open the DOS window.

3. At the DOS prompt, key in this command:

>CONVERT C: /FS:NTFS<

and press <Enter> (where C: is the drive up on which the ProcessLogix Server software will be installed).

4. Wait for the conversion to complete. Exit the DOS window.

5. Restart the PC .

⇒Run.

Creating the ps_user Account

1. Close all running applications.

2. Click Start

Manager.

⇒Programs⇒Administrative Tools (Common)⇒User

3. Select Administrator in the Username list box. Click User

4. Enter the appropriate information for ps_user from Table 2.B on

page 2-26.

5. Check ONLY the Password Never Expires checkbox and click

OK.

6. Close the User Manager window.

7. Log off the PC and logon as ps_user.

⇒Copy.

Installing Internet Explorer 5.5 SP 1

Refer to Installing Internet Explorer 5.5 SP1 on page 2-19.

Publication 1757-IN040B-EN-P - March 2002

2-40 Operating System Installation Procedures

Checking Required System

The following table summarizes the various system operating settings required for optimum ProcessLogix software operation. You can

Settings

access these settings through the common Control Panel, Administrative Tools, and Windows NT Explorer selections. Once Windows NT is installed, verify that the communications card (PCIC or Ethernet) was installed.

IMPORTANT

Table 2.C Required System Settings for ProcessLogix software

Function Required Set ti ng Value Path to Setting

Operating System

Performance Boost for Foreground Application

Virtual Memory (Paging File Size)

System is Microsoft Windows

•

NT Version 4.0, Build 1381: Service Pack 6a

This information is read only.

•

Set Application Performance

•

Boost to “None”. Initial Size: 400MB

•

Maximum Size: 400MB

•

If you change any system settings, you must restart the PC for the system to apply them.

⇒Programs⇒Administrative Tools (Common)⇒Windows NT

Start Diagnostics

Start

Start Performance

⇒Version

⇒Settings⇒Control Panel⇒System⇒ Performance ⇒Settings⇒Control Panel⇒System⇒

⇒Change

Display

Parallel Port

Network (TCP/IP)

Dynamic Host Configuration Protocol (DHCP)

File System • File system is NTFS.

Color Palette: 65536 Colors

•

Desktop Area: 1024 by 768

•

pixels is required. Font Size: Small Fonts is

•

recommended. (Adapter) Memory size: 4MB is

•

required for best display resolution.

Parallel Port enabled (Parport

•

Started.) 3Com Fast Etherlink XL NIC

•

(3C905 or 3C905B-TX) or MS Loopback Adapter

•

• DHCP protocol disabled.

• Verify that the Specify an IP

address option is selected.

⇒Settings⇒Control Panel⇒Display⇒Settings

Start

⇒Settings⇒Control Panel⇒Display⇒Settings⇒Display

Start Type

⇒Settings⇒Control Panel⇒Devices

Start

⇒Settings⇒Control Panel⇒Network⇒Adapters

Start

⇒Settings⇒Control Panel⇒Network⇒ Protocols (TCP/IP

Start Protocol)

Start Right-click C: hard drive icon and click Properties

⇒Properties⇒IP Address

⇒Programs⇒Windows NT Explorer

⇒General

Publication 1757-IN040B-EN-P - March 2002

Function Required Setting Value Path to Setting

Browser – Internet Explorer

Microsoft Internet Explorer 5.01

•

File version: 5.00.2919.6304

Use

Windows NT Explorer to find iexplore.exe

•

Right click on iexplore.exe and click Properties

Operating System Installation Procedures 2-41

⇒Version.

Logon Account

View Options (Windows NT Explorer)

Verify that the installation

•

account, such as ps_user is configured correctly.

Show all Files

•

Be certain to Hide file

•

extensions for known file types selection is not checked.

Creating an Emergency Repair Disk

Start

⇒Programs⇒Administrative Tools (Common)⇒User Manager

(Double-click ps_user in the username field of the dialog box.)

If you need to create a logon account, refer toCreating the

•

ps_user Account on page 2-39.

⇒Programs⇒Windows NT Explorer⇒View⇒Options

Start

After all installations and drivers are installed, create your Emergency Repair Disk. Use the following procedure to create an emergency repair disk for your Windows NT installation.

1. Insert a blank diskette into the floppy drive.

2. Click Start

⇒Run.

3. Key in this command:

>rdisk /s< and click OK.

4. Click Yes to create the Repair Disk.

5. Click OK to confirm the diskette is in the floppy drive.

IMPORTANT

All data on the floppy disk will be erased.

6. Click OK to exit.

7. Label the Emergen cy Repair Disk and place the diskette in a

secure area .

Publication 1757-IN040B-EN-P - March 2002

2-42 Operating System Installation Procedures

Publication 1757-IN040B-EN-P - March 2002

Chapter

ProcessLogix Server Installation Procedures

Installing ProcessLogix Software on a Clean PC

Rockwell Automation delivers ProcessLogix Server with all the required software pre-installed. The follow ing inst ruc tion s can be used if the system has to be reinstalled or for new installations on a PC that was not purchased from Rockwell Automation.

The following table lists the items that you MUST complete before attempting to install the ProcessLogix software. If you are installing ProcessLogix software on a redundant Server pair you must complete the items on SERVERA then repeat the same items for SERVERB.

Step Item Page

✔

1. Clean System Windows 2000 Server

Installation

2. Installing Service Pack 2 for Windows 2000 2-17

3. Installing Internet Explorer 5.5 SP1 2-19

4. Installing Adobe Acrobat Reader 4.05 2-22

5. Additional Operating System Customization

Procedures

6. Creating an Emergency Repair Disk 2-25

7. Creating the ProcessLogix User Accounts 2-26

2-1

2-22

IMPORTANT

1 Publication 1757-IN040B-EN-P - March 2002

PC Naming Requirements

If you are installing ProcessLogix software on a redundant Server pair, be certain that the computer names end with the letters A and B for the Primary and Secondary Servers, respectively. For example, use the name PLX1A for the Primary Server (SERVERA) and PLX1B for the Secondary Server (SERVERB)

If you are installing ProcessLogix software on a non-redundant Server, be certain that the computer name DOES NOT end with the letter A or B.

3-2 ProcessLogix Server Installation Procedures

IMPORTANT

Redundant Servers Directory Structures

If you have redundant Servers, you must install software on the SERVERA node first. Then complete the software installation process again for the SERVERB node.

Y ou must install the ProcessLogix Se rver on the same partition on both the primary and backup servers and that their directory structures match.

For example, if you install the ProcessLogix Server to C:\honeywell\server on the primary server then it should be installed to the same location on the backup server.

Synchronization problems have been encountered by customers installing the ProcessLogix Server to C:\honeywell\server on the Primary Server and to D:\honeywell\server on the Secondary Server.

Installing Server Software

IMPORTANT

If you plan to use Microsoft Excel Data Exchange, Microsoft Excel 2000 must be installed before installing ProcessLogix.

Use the following procedure to install these ProcessLogix software components on a clean PC in succession.

SQL Server

•

Knowledge Builder

•

• RSLinx OEM 2.3

• Eng ineering Tools

• Client/Server (Display Builder, Station, and Server)

IMPORTANT

The system must be logged on as ps_user to perform the procedures listed below.

Refer to Creating the ProcessLogix User Accounts on page 2-26 if you need to create the ps_user account.

1. Logon as ps_user.

Publication 1757-IN040B-EN-P - March 2002

2. Close any running applications.

ProcessLogix Server Installation Procedures 3-3

3. Insert the ProcessLogix R400.0 Software CD 1 into the CD-ROM

drive.

4. Click Start

5. Key in this path location in the Open entry field or use Browse

to navigate to the msxml3mm.exe file on the CD.

>D:(or your CD-ROM drive letter)\XML3\msxml3mm.exe<

6. Click OK to launch the MSXML 3.0 setup application.

7. Click Yes to accept the license agreement.

8. Click Browse to navigate to C:\winnt\system32 and click OK.

9. Click OK to extract files.

10. Click Start

11. Key in this path location in the Open entry field or use Browse

to navigate to the setup.exe file on the CD.

>D:(or your CD-ROM drive letter)\SETUP.EXE<

12. Click OK to launch the software setup application.

⇒Run.

13. Click the ProcessLogix Server option and click Next.

IMPORTANT

14. At the Before installing window, click Yes.

15. At the Product Selection Completed window, click Continue.

You must have either a PCIC or Ethernet card installed in your ProcessLogix Server to install R400.0.

Installing SQL Server

The SQL Setup Installation Application will automatically start. Status messages will indicate progress, but no user interaction is required. Both SQL Server and SQL Service Pack 3 will be installed. This will take 10 to 15 minutes to complete. When the SQL install is complete, the ProcessLogix R400.0 Software CD 1 will eject.

Publication 1757-IN040B-EN-P - March 2002

3-4 ProcessLogix Server Installation Procedures

Installing Knowledge Builder

1. Insert the ProcessLogix R400.0 Knowledge Builder CD into the

CD-ROM drive and click Yes.

ATTENTION

Clicking No will abort the entire installation.

2. At the Welcome window, click Next.

3. Click the I accept the terms option and click Next.

4. Click the ProcessLogix option and the desired install type and

click Next.

Full Installs all components of the version selected

Required on all ProcessLogix systems

CD This installs the Client side components on your

system. You will be required to have the KB CD inserted every time you run Knowledge Builder

5. At the Ready to Install window, click Install.

6. At the Install Complete window, click Finish.

When the Knowledge Builder install is complete, the Knowledge Builder CD will eject.

Installing RSLinx

1. Insert the ProcessLogix R400.0 Software CD 2 and click Yes.

ATTENTION

Publication 1757-IN040B-EN-P - March 2002

Clicking No will abort the entire installation.

ProcessLogix Server Installation Procedures 3-5

2. At the RSLinx Welcome window, click Next.

3. Click the I accept the terms option and click Next.

4. Enter the User Name and Organization whom the RSLinx

package is registered, and click Next.

5. Click the Standard Feature Set option and click Next.

6. At the Ready to Install window, click Install.

7. At the InstallShield Wizard Completed window, click Finish.

8. After reviewing, close the Release Notes window.

9. Click OK to reboot the PC.

You will see a system shutdown warning.

10. After reboot, installation will automatically continue.

Installing Engineering Tools

1. At the Ready to Install window, click Install.

TIP

Command windows will appear during Engineering Tools installation. These windows will close automatically.

2. Click Finish.

Publication 1757-IN040B-EN-P - March 2002

3-6 ProcessLogix Server Installation Procedures

Installing PsAxCtl Document EXE

1. Click OK to acknowledge the change directory warning.

2. At the PsAxCtl Document EXE Setup Welcome window, click

OK.

3. Verify that the destination directory is:

C:\Honeywell\TPS50\System\Bin.

4. Click the PC icon install button.

5. At the Setup complete window, click OK.

Installing the ProcessLogix Server

1. At the Welcome to ProcessLogix Server Setup window, click

Next.

2. At the Choose Setup Type window, click ProcessLogix Server

setup (desktop PC icon).

3. At the Enter License window, key in the System number and

Authorization number which appear on your software license certificate in their respective fields and click Next.

TIP

You must install Microsoft Excel 2000 prior to installing Microsoft Excel Data Exchange.

Publication 1757-IN040B-EN-P - March 2002

ProcessLogix Server Installation Procedures 3-7

4. At the Choose ProcessLogix Server Options window, select

Microsoft Excel Data Exchange and/or Network API. Click Next.

TIP

In Step 5 through Step 12 below, you MUST NOT change the directory names from their defaults. If you do change directory names, the ProcessLogix system may not operate properly.

5. Click Next to accept the default directory for the Server

Software.

6. Click Next to ac cep t th e default directory for the Client Software.

7. Click Next to accept the default directory for the User Display

Search Path.

8. Click Next to accept the default directory for the ProcessLogix

Software.

9. Skip to Step 11 if the Specif y Micros of t Excel Directo ry wi nd ow

doesn’t appear. Otherwise, click Next to accept the default directory for Microsoft Excel.

IMPORTANT

We recommend that you answer No to the question: Do you want Microsoft Excel Data Exchange to be

allowed to write to a ProcessLogix Server database? If you answer Yes, the write option is en abled and it

is possible for anyone with access to the machine to write to the Server database.

10. To disable the Microsof t Excel Data Exchange write op tion, click

No in response to the question:

Do you want Microsoft Excel Data Exchange to be allowed to write to a ProcessLogix Server database?

11. Click Next to accept the default directories for the History

Archive.

12. Click Next to accept the def ault di rectory f or the Exten ded Event

Archive.

13. At the Enter Account Passwords window: (passwords are case

sensitive)

Publication 1757-IN040B-EN-P - March 2002

3-8 ProcessLogix Server Installation Procedures

a. Key in >mngr123< as the manager account password and

press <Tab>.

b. Key in >mngr123< again to confirm password and press

<Tab>.

c. Key in >engr123< as the engineering account password and

press <Tab>.

d. Key in >engr123< again to confirm password and press

<Tab>.

e. Key in >oper123< as the operator account password and

press <Tab>. f. Key in >oper123< again to confirm password. g. Click Next to complete the password entry.

14. At the Choose Report paper format, select the desired paper

format and click Next. Letter paper is the standard format.

15. Skip this step if the Choose Process Logix Serv er Folder wi ndow

doesn’t appear. Otherwise, click Next to accept ProcessLogix Server as the default Program Folder for the Server.

16. Skip this step if the Choose ProcessLogix Server Diagnostic

Tools Folder window doesn’t appear. Otherwise, click Next to accept ProcessLogix Server Diagnostic Tools as the default Program Folder for the Server Diagnostic Tools.

17. At the Choose point mode acronyms window, click the Default

acronyms option and click Next.

18. At the Choose Fast History Rate window, choose a Fast History

collection rate and click Next. 5 seconds is the default rate.

TIP

To change the Fast History Collection Rate after installation is complete, click

⇒Programs⇒ProcessLogix Server⇒Setup.

Start

19. Review the software installation details summarized in the

Confirmation window.

• If you need to make changes, click Back to access any

previous entries.

• If the details are okay, click Next to begin the Server setup.

This may take 10 to 15 minutes to complete.

Publication 1757-IN040B-EN-P - March 2002

ProcessLogix Server Installation Procedures 3-9

20. Skip this step if the system does not include Excel Data

Exchange. Otherwise, click Enable Macros when requested.

TIP

If a Microsoft Excel dialog box appears, check the Do not show this dialog again checkbox and click OK.

ATTENTION

The CD must remain in th e CD-ROM drive. You must select No in Step 21.

21. At the Setup Complete window, click the No, I will restart my

computer later option and click Finish.

IMPORTANT

22. Click Next to install the ProcessLogix Update.

23. At the ProcessLogix Update Complete window, click Finish.

24. Wait until after the command windows have closed and file

copying is complete, then remove the CD.

If the message “Dr. Watson has been installed as default application debugger,” appears during software installation, click OK.

Publication 1757-IN040B-EN-P - March 2002

3-10 ProcessLogix Server Installation Procedures

25. Click the No, I will restart my computer later option and click

Finish.

ATTENTION

If you are installing ProcessLogix software on a redundant Server pair:

1. Do not restart SERVERA.

2. Return to the beginning of Installing ProcessLogix

Software on a Clean PC on page 3-1 and repeat for SERVERB.

3. Once you have completed these procedures for both SERVERA and SERVERB, restart SERVERB.

4. Logon to SERVERB as ps_user.

5. When SERVERB is running, restart SER VERA and

logon as ps_user.

6. Continue with the next section.

If you are installing ProcessLogix software on a non-redundant Server:

1. Restart the Server.

Adding PCIC Hardware Device Drivers

Moving the RSLinx Activation File

2. Logon as ps_user.

3. Continue with the next section.

If you have not yet configured your 1784-PCIC card, a Found New Hardware Wizard will appear after restart. If you need to configure your 1784-PCIC card, refer to Install Hardware Device Drivers on page 7-1.

About the Activation File

Use the following procedure to move the activation file (evrsi.sys) from the RSLinx software Master Disk to the hard drive where RSLinx

Publication 1757-IN040B-EN-P - March 2002

ProcessLogix Server Installation Procedures 3-11

is to be operated. The PC cannot execute the full OEM version of the RSLinx application if the activation file is not present on its hard drive.

IMPORTANT

ATTENTION

Complete Step 1 and Step 2 in the following procedure to determine your current RSLinx version.

If you need to reformat the hard drive, you must first move the activation file back to the RSLinx Master Disk using the same general procedure as follows. Otherwise, the file will be corrupted and you will not be able to run RSLinx in the OEM mode.

Before you attempt to move the activation file, you MUST exit all ProcessLogix applications and stop all ProcessLogix services. Refer to Stopping ProcessLogix Applications and Services on page 8-1.

Do not manually copy or move the evrsi.sys file. Moving/coping the evrsi.sys file will disable the OEM version of RSLinx.

Always use the EVMOVE.EXE program to move the evrsi.sys file. If the evrsi.sys file is corrupted or manually moved, resulting in RSLinx changing to Lite version, you can visit the Rockwell web site (http://suppport.automation.rockwell.com/resetcodes/ ) to recover the RSLinx activation.

Determining the Current RSLinx Version

1. Click Start⇒Programs⇒Rockwell Software⇒RSLinx⇒RSLinx to

open the RSLinx application.

2. Check the application title in the title bar.,

• If the title is RSLinx Lite go to Step 3.

• If th e tit le i s RSLinx OEM you already h ave th e OE M versi on

installed and you do not have to install the activation file.

Publication 1757-IN040B-EN-P - March 2002

3-12 ProcessLogix Server Installation Procedures

– For ControlNet Supervisory Networks, skip to Configuring

RSLinx Drivers for ControlNet Supervisory Network on page 3-13.

– For Ethernet Supervisory Networks, skip to Configuring

RSLinx Drivers for Ethernet Supervisory Network on page 3-18.

3. Close RSLinx.

Installing the Activation File

1. Locate the RSLinx Master Disk and insert it into the floppy drive.

2. Click Start

3. Key in this path location in the Open entry field or use Browse

to navigate to the evmove.exe file on the diskette.

>A:(or your floppy drive letter)\EVMOVE.EXE<

4. Click OK to launch the move executive.

5. Confirm that the floppy drive letter A:, for example, appears in

the From Drive field and the hard drive letter C:, for ex ample, appears in the To Drive field in the dialog box.

6. Click OK to initiate the move.

⇒Run.

Publication 1757-IN040B-EN-P - March 2002

7. Click Move to move the file to the hard drive. Wait for a dialog

box to give a successful move indication, and click OK to exit.

8. Remove the Master Disk from your floppy drive and sto re it in a

safe place.

9. Restart the PC .

ProcessLogix Server Installation Procedures 3-13

Configuring RSLinx Drivers for ControlNet Supervisory Network

TIP

IMPORTANT

Use the following procedure t o configure th e ControlNe t PCIC drivers for RSLinx.

IMPORTANT

If you need to reformat the ha rd drive, you must first move the evrsi.sys file back to this Master Disk using this same general procedure; otherwise, the file will be corrupted. Refer to Removing the RSLinx Software Activation File on page 4-7.

If you are installing ProcessLogix software on a redundant Server pair, return to the beginning of Moving the RSLinx Activation File on page 3-10 and repeat for SERV ERB.

Once you have moved the RSLinx activation file on both SERVERA and SERVERB, continue with the next section.

If you are using Ethernet for your Supervisory Network, skip to Configuring RSLinx Drivers for Ethernet Supervisory Network on page 3-18.

1. Click Start

call up the Rockwell Software RSLinx window.

2. Click Communications

Configure Drivers dialog box.

⇒Programs⇒Rockwell Software⇒RSLinx⇒RSLinx to

⇒Configure Drivers to call up the

Publication 1757-IN040B-EN-P - March 2002

3-14 ProcessLogix Server Installation Procedures

3. Click the 1784-PCIC(S) for ControlNet devices selection in the

Available Drivers lis t box and click Add New to call up the Add New RSLinx Driver dialog box.

4. Click OK to accept the default name AB_PCIC-1 for the driver.

IMPORTANT

The driver name MUST be AB_PCIC-1

5. In the Configure 1784-PCIC window, enter the following:

a. Serial Number(hex): This value is read from the PCIC card

and does not change.

b. Network Address(dec): Change the default of 99 to:

Non-redundant Server 24

•

Redundant Server A 24

•

Redundant Server B 23

•

6. Click OK to close the dialog box and start the PCIC driver.

7. In the Configure Drivers dialog box, you should see AB_PCIC-1

listed in the Configured Drivers list with the status Runn ing. If the AB_PCIC-1 driver status is not Running, call Rockwell Automation Technical Support. Refer to Rockwell Automation Technical Support in the Preface.

Publication 1757-IN040B-EN-P - March 2002

8. Click Close to close the Configure Drivers dialog box.

9. Close RSLinx.

10. Restar t th e PC .

ProcessLogix Server Installation Procedures 3-15

IMPORTANT

Whenever the 1784-PCIC driver has been updated or the Network Ad dre s s i s cha ng ed , th e 1 78 4 -PC I C driver must be stopped and restart ed to complete the change. You must power down the PC.

Updating the 1784-PCIC Firmware

Starting Netw ork Tools Appl ication

If this is th e first time you have used Network Tools on this PC, refer to Making First Time Network Tools Settings on page 8-9 and then continue with this procedure beginning at Step 6.

1. Click Start

2. Key in this command in the Open entry field:

>ntools -c -u<

⇒Run.

TIP

If the RSLinx and PCIC driver services for system communications in ControlNet mode are not running, this command will start the services.

3. Click OK to launch the Network Tools application.

4. Click OK to acknowledge the warning about monitoring through

Control Builder.

5. Click Resume to initiate network scan.

Updating the 1 784-PCIC Firmware

6. Click the desired PCIC icon under the Desktop tree and wait for

the chassis to appear in the Detail pane.

7. Check the firmware revision.

• If the Firmware is 3.5.33

– For redundant Server pair, skip to Completing the

ProcessLogix R400.0 Install on a Redundant Server Pair on page 3-19.

Publication 1757-IN040B-EN-P - March 2002

3-16 ProcessLogix Server Installation Procedures

– For Ethernet Supervisory Networks, skip to Completing

the ProcessLogix R400.0 Install on a Non-Redundant Server on page 3-20.

If the Firmwar e is no t 3.5 . 3 3 go to St ep 8 .

•

8. Click Firmware to initiate the firmware update.

9. Click Yes to acknowledge the Warning prompt.

10. Navigate to the directory:

C:\Honeywell\TPS50\System\Fir mware\1784-PCIC\3_5_33

11. Select the 1784pcic_3_5.nvs file so that it appears in the filename

entry field.

12. Click Open to start the firmware load and click Yes to confirm.

13. Wait for the load to complete. The Status field in the lower

portion of the Network Tools window tracks the load progress.

14. Click OK to acknowledge the load completes with no errors.

15. Close NTools.

Removing the existing 1784-PCIC RSLinx driver

IMPORTANT

16. Click Start⇒Programs⇒Rockwell Software⇒RSLinx⇒RSLinx.

17. Click Communications

18. Select AB_PCIC-1 in the Configured Drivers list and click Delete.

19. Click Close to close the Configur e Drivers dialog box.

20. Close RSLinx.

Whenever the 1784-PCIC driver h as been updat ed or the Network Address is changed, the 1784-PCIC driver must be stopped and restarted to complete the change. You must power down the PC.

⇒Configure Drivers.

Publication 1757-IN040B-EN-P - March 2002

21. Restar t th e PC .

ProcessLogix Server Installation Procedures 3-17

Reconfiguring RSLinx Drivers for ControlNet Supervisory Network

Use the following procedure to reconfigure the 1784-PCIC drivers for RSLinx.

1. Click Start

⇒Programs⇒Rockwell Software⇒RSLinx⇒RSLinx to

call up the Rockwell Software RSLinx window.

2. Click Communications

⇒Configure Drivers to call up the

Configure Drivers dialog box.

3. Click the 1784-PCIC(S) for ControlNet devices selection in the

Available Drivers list box and click Add New to call up the Add New RSLinx Driver dialog box.

4. Click OK to accept the default name AB_PCIC-1 for the driver.

IMPORTANT

The driver name MUST be AB_PCIC-1

a. Serial Number(hex): This value is read from the PCIC card

and does not change.

b. Network Address(dec): Change the default of 99 to:

• Non-redundant Server 24

• Redundant Server A 24

• Redundant Server B 23

3. Click OK to close the dialog box and start the PCIC driver.

Publication 1757-IN040B-EN-P - March 2002

3-18 ProcessLogix Server Installation Procedures

4. In the Configure Drivers dialog box, you should see AB_PCIC-1

5. Click Close to close the Configure Drivers dialog box.

6. Close RSLinx.

7. Restart the PC .

IMPORTANT

Whenever the 1784-PCIC driver h as been updat ed or the Network Address is changed, the 1784-PCIC driver must be stopped and restarted to complete the change. You must power down the PC.

If you are installing ProcessLogix software on a redundant Server pair:

1. Return to the beginning of Configuring RSLinx Drivers for ControlNet Supervisory Network on page 3-13 an d repeat for SERVERB.

2. Once you have configured RSLinx drivers on both SERVERA and SERVERB, continue with Completing the ProcessLogix R400.0 Setup on a Redundant Server Pair on page 6-1.

If you are installing ProcessLogix R400.0 software on a Non-redundant server, continue with Completing the ProcessLogix R400.0 Install on a Non-Redundant Server on page 3-20.

Configuring RSLinx Drivers for Ethernet Supervisory Network

Publication 1757-IN040B-EN-P - March 2002

IMPORTANT

1. Verify the settings of the Ethernet Network Interface card to be

used to communicate with the controller.

If you are using ControlNet for your Supervisory Network, skip this section.

Refer to Configuring RSLinx Drivers for ControlNet Supervisory Network on page 3-13.

ProcessLogix Server Installation Procedures 3-19

Navigate in Knowledge Builder to:

Ethernet Implementation Guide Drivers and IP Addresses for more information.

2. Configure the IP Address for each controller.

Navigate in Knowledge Builder to:

Ethernet Implementation Guide Drivers and IP Addresses for Ethernet module section for more information.

3. Configure RSLinx drivers.

TIP

A driver must be configured for each controller.

Navigate in Knowledge Builder to:

Ethernet Implementation Guide Drivers ans IP Addresses

for more information.

⇒Configuring and setting IP address

⇒Configuring additional RSLinx drivers

⇒Configuration⇒Setting Up

⇒Configuration⇒Setting up

Completing the ProcessLogix R400.0 Install on a Redundant Server Pair

IMPORTANT

Refer to Completing the ProcessLogix R400.0 Setup on a Redunda nt Server Pair on page 6-1.

If you are installing ProcessLogix software on a redundant Server pair:

1. Return to the beginning of Configuring RSLinx Drivers for ControlNet Supervisory Network on page 3-13 and repeat for SERVERB.

2. Once you have configured RSLinx drivers on both SERVERA and SERVERB, continue with Completing the ProcessLogix R400.0 Setup on a Redundant Server Pair on page 6-1.

If you are installing ProcessLogix R400.0 software on a Non-redundant server, continue with Completing the ProcessLogix R400.0 Install on a Non-Redundant Server on page 3-20.

Publication 1757-IN040B-EN-P - March 2002

3-20 ProcessLogix Server Installation Procedures

Completing the ProcessLogix R400.0 Install on a Non-Redundant Server

Upgrading Hardware Component Firmware

1. Refer to Loading 1757-PLX52, TC-MUX021, or 1757-FIM Boot and Personality Images on page 7-9 to upgrade the 1757-PLX5 2 boot and personality images to the current release level.

2. After upgrading the 1757-PLX52, refer to Upgrading Hardware Component Firmware on page 7-4 to check if other hardware components require upgrades.

IMPORTANT

Stop! It is essential that you check the firmware revision levels for ALL ProcessLogix hardware components after a ProcessLogix software installation.

Do not proceed until you have upgraded the firmware.

Checking Control Builder Operation and Logging On

Use the following general procedure to log on and check Control Builder operation on a ProcessLogix Engineering Workstation.

1. Click Start Tools

2. In the Login dialog box, make these entries: a. Key in >mngr< as the default User Name. b. Key in >mngr1< as the default Password. c. Key in SERVERB in the Server Name field.

3. Click OK.

⇒Programs⇒ProcessLogix Engineering

⇒Control Builder.

Backing Up a ProcessLogix Server Hard Drive to Tape

Performing backups is an essential part of maintaining your system. You should back up all the files under the data directory, as well as any user files you create. Refer to Backing Up a ProcessLogix R400.0 Server to Tape on page 8-7.

Publication 1757-IN040B-EN-P - March 2002

ProcessLogix Server Installation Procedures 3-21

Creating an Emergency Repair Disk

After all installations and drivers are installed, you should create an Emergency Repair Disk.

Use the following procedure to create an emergency repair disk for your Windows 2000 Server installation.

1. Insert a blank diskette into the PC’s floppy drive.

2. Click Start

3. Click Emergency Repair Disk.

An Emergency Repair Diskette window appears.

4. Insert a blank diskette into the PC’s floppy drive.

5. Check the Also back up the registry to the r e pa i r dir ec tory

checkbox and click OK.

6. When finished, click OK.

7. Click Job

⇒Programs⇒Accessories⇒System Tools⇒Backup.

⇒Exit.

Publication 1757-IN040B-EN-P - March 2002

3-22 ProcessLogix Server Installation Procedures

Publication 1757-IN040B-EN-P - March 2002

Chapter

ProcessLogix Server Upgrade Procedures

Preparing for a ProcessLogix Software Upgrade

Things to consider before upgrading

IMPORTANT

ProcessLogix systems are required to replace the system with new hardware and operating system for ProcessLogix R400.0 Server us e.

The procedures in this section assume that the old ProcessLogix R320.0 system(s) and new ProcessLogix R400.0 system(s) are different PC hardware.

The new R400.0 system is required to be fully up and configured at this stage. It should be configured on the same network as you r R320.0 system. If you n eed to install ProcessLogix R400.0 on your Server(s), refer to Installing ProcessLogix Software on a Clean PC on page 3-1.

It also assumes that the systems are both on the network and accessible to each other. This requires that they each have a different name and unique TCP/IP address for each network card.

Networking the R320.0 and R400.0 Servers

For Non-Redundant Servers

1. Logon to the old R320.0 Server as plx_user .

Use the following procedure to map a drive to the new R400.0 Server.

2. Click Start

3. Key in this command in the Open entry field:

>cmd<

and click OK to open the DOS window.

1 Publication 1757-IN040B-EN-P - March 2002

⇒Run.

4-2 ProcessLogix Server Upgrade Procedures

4. Key in this command:

>NET USE T: \\PLX1\C$ /user:ps_user<

(where PLX1 is the R400.0 Server name)

and press Enter.

5. Open Windows NT Explorer and confirm that the T: drive exists.

For a Redundant Server Pair

1. Logon to the old R320.0 SERVERB as plx_user.

Use the following procedure to map a drive to the new R400.0 Backup Server.

2. Click Start

⇒Run.

3. Key in this command in the Open entry field:

>cmd<

and click OK to open the DOS window.

4. Key in this command:

>NET USE T: \\PLX1B\C$ /use r:ps_user<

(where PLX1B is the name of the R400.0 Backup Server)

and press Enter.

5. Open Windows NT Explorer and confirm that the T: drive exists.

6. Logon to the old R320.0 SERVERA as plx_user.

Use the following procedure to map a drive to the new R400.0 Primary Server.

Publication 1757-IN040B-EN-P - March 2002

7. Click Start

⇒Run.

8. Key in this command in the Open entry field:

>cmd<

and click OK to open the DOS window.

Upgrade Procedures for ProcessLogix R320.0 Servers

ProcessLogix Server Upgrade Procedures 4-3

9. Key in this command:

>NET USE T: \\PLX1A\C$ /user:ps_u se r<

(where PLX1A is the name of the R400.0 Primary Server)

and press Enter.

10. Open Windows NT Explorer and confirm that the T: drive exists.

ATTENTION

All procedures listed in this section should be performed with the sy stem(s) Off-P rocess. B e certain that your process is off control before you begin any upgrade procedure. This means the 1757-PLX52 should be in the Idle state.

All work performed in this section occurs on the existing ProcessLogix R320.0 Systems.

A complete system backup should be performed before proceeding with the procedures in this section. This should include the Engineering Database, ProcessLogix Server Database, Windows NT Registry, and all files on the system

The following table summarizes some upgrade related functions that you must complete before upgrading the existing system to R400.0. These upgrade instructions will guide you through the following phases in the order listed.

Backing Up a ProcessLogix Server to Tape

•

• Saving Important Data from the existing R320.0 Server(s)

• Restoring the Data to the new R400.0 Server(s).

Backing U p a ProcessLogix R320.0 Server to Ta pe

Refer to Backup up a ProcessLogix Server to Tape on page 1-6 of the R320.0 Installation and Upgrade Guide to back up your current ProcessLogix R320.0 Server data to tape.

IMPORTANT

Process systems must export their Engineering Repository Database at th is time before proceeding.

Publication 1757-IN040B- EN-P - March 2002

4-4 ProcessLogix Server Upgrade Procedures

Exporting the Engineering Repository Database

Stopping the ER Replicator Service

Perform these steps on an R320.0 redundant Server pair.

1. On SERVERB, click Start

2. Double-click the Services Icon.

3. Select the ProcessLogix ER Replicator service and click Stop

4. Click Yes to confirm.

5. Close the Services and Control Panel Windows.

⇒Settings⇒Control Panel.

Exporting the Database Using Control Builder

Perform these steps on a non-redundant Server or SERVERB.

1. Click Start

Tools

2. In the Login dialog box, make these entries: a. Key in >mngr< as the default User Name. b. Key in >mngr1< as the default Password. c. Key in >localhost< in the Server Name fi eld.

⇒Programs⇒ProcessLogix Engineering

⇒Control Builder.

Publication 1757-IN040B-EN-P - March 2002

3. Click OK.

4. Click File

5. Set the Directory Path to export the data to

C:\Honeywell\TPS50\ixport\import.

6. Click Select All.

Depending on the size of your database, this may take several minutes.

7. Click Export.

Depending on the size of your database, this step may take several minutes to several hours.

8. When completed, close the Export Window.

9. Close Control Builder.

⇒ Export.

ProcessLogix Server Upgrade Procedures 4-5

Saving Important Data

Each of the following items should be considered before proceeding.

Table 4.A

Item Options

System Displays Document any changes that were made to existing system displays.

You must reapply the c hanges to the new display after the upgrade. This applies in particular to the System Startup display, which is often customized.

Station Menus Document any changes that were made to existing menus. You must

reapply the changes to the new menus after the upgrade.

System Acronyms Document any changes that were made to existing set. You must

reapply the changes to the new set after the upgrade.

Scan Periods Document any specialized scan periods that were used. You must

reapply the periods after the upgrade.

Localization Localization settings are lost during the upgrade, reapply the settings

after the upgrade.

Folders and Files The following folders and their sub-folders may contain files you w ill

require after upgrading. (For example. History Archives in the archive folder, Event Archives in the evtarch folder, etc.)

Copy these Folders/Files to the appropriate Directory Path (See Warning Message at the beginning of this section.)

Server\cl

•

Server\def

•

Server\help

•

Server\i18n

•

Server\include

•

Server\lib

•

Server\options

•

Server\report

•

Server\run

•

Server\setup

•

Server\xlnet

•

These files can be copied back after the system is upgraded.

Station configuration file

Winnt\station.ini If you have made changes in the station.ini file, you will need to reapply them to the new file after the upgrade. The IconPopToTopOnAlarm option has been removed, and is no longer recognized by Station. Its replacement is FlashWindowOnAlarm, which enables Station to flash its title bar and taskbar icon when an alarm is generated. This behavior is disabled by default. DisConnectTimeout and KeepAliveTimeout settings have been added, and are used to configure fast Station failover. Navigate in Knowledge Builder to

⇒

Guide Configuration

Configuring Stations and Printers⇒Using Station for

for more information.

Server and Client Configuration

Publication 1757-IN040B- EN-P - March 2002

4-6 ProcessLogix Server Upgrade Procedures

Table 4.A

Item Options

Station setup file The new default setup file is configured to as “staticStation1”. If this

is not correct, you must make the appropriate changes via Station’s Setup menu. Navigate in Knowledge Builder to

⇒

Guide Configuration

Alarms and messages

Handover notes Handover notes in the system cannot be copied across for the

Log file The log file found in server\data\ has now been renamed to log.txt. History archive

search path

Custom applications

Alarms and messages currently in the system cannot be copied across for the upgrade. You therefore need to resolve any alarms before starting the upgrade

upgrade. The handover notes are therefore lost during the upgrade.

After upgrading, you must specify the history archive search path using ProcessLogix Control Panel. Navigate in Knowledge Builder to

Guide Configuration

Custom applications built for your existing system must be re-compiled and re-linked using an appropriate development environment. Navigate in Knowledge Builder to

⇒

Editing

Configuring Stations and Printers⇒Using Station for

for more information.

⇒

Configuring Stations and Printers⇒Using Station for

for more information.

About the Development Environment⇒Compiling, Linking, and

for more information.

Server and Client Configuration

Application Development Guide

Quick Builder projects

Hardware definition files

File dumps Do not use any file dumps of the pre-upgrade database to restore the

When opening an old project file with the new version of Quick Builder, you are prompted to migrate the project file to the new format.

If you want to use existing hardware definition (hdwbld) files to build printers, you must change the CYRILLIC keyword to LANGUAGE=CYRILLIC.

upgraded database.

Exporting the ProcessLogix Server Database

The following task should be performed on all system types. On Redundant Systems, this should occur on the SERVERA Node.

1. Logon to the R320.0 system as plx_user.

2. Key in this command in the Open entry field:

>cmd<

and click OK to open the DOS window.

Publication 1757-IN040B-EN-P - March 2002

ProcessLogix Server Upgrade Procedures 4-7

3. At the DOS prompt, key in the following command:

>hscserver /unload /y<

4. Key in the following command:

XCOPY C:\Honeywell\server\data\*.* T:\Honeywell\Server\data.upgrade /S /E

5. If necessary, enter >D< to specify that data.upgrade is a directory.

6. Wait until the C:\ prompt appears and close the DOS window.

Removing the RSLinx Software Activation File

It is possible to transfer your RSLinx Activation codes from the old system to the new system. To move the activation file from your R320.0 Server,

1. Locate the RSLinx Master Disk and insert it into the floppy drive.

2. Click Start

⇒Run.

3. Key in this path location in the Open entry field or use Browse to navigate to the evmove.exe file on the diskette.

>A:(or your floppy drive letter)\EVMOVE.EXE<

4. Click OK to launch the move executive.

5. Confirm that the hard drive letter C:, for example, appears in the

From Drive field and the floppy drive letter A:, for example, appears in the To Drive field in the dialog box.

6. Click OK to initiate the move.

Publication 1757-IN040B- EN-P - March 2002

4-8 ProcessLogix Server Upgrade Procedures

Restoring the Data

7. Click Move to move the file to the hard drive. Wait for a dialog box to give a successful move indication, and click OK to exit.

8. Remove the Master Disk from your floppy drive and sto re it in a safe place

IMPORTANT

All work performed in this section occurs on the new ProcessLogix R400.0 Systems.

A redundant Server pair should have completed setting up database replication before importing the Engineering Repository.

Restoring other ProcessLogix Data

1. Reapply any changes to the system acronym set.

2. Copy any relevant files, such as the history archives, to the

system.

3. Copy any custom displays to the new folder.

4. Re-compile and re-link any custom applications using an

appropriate development environment

5. See Table 4.A on page 4-5 to verify.

Publication 1757-IN040B-EN-P - March 2002

Restarting SERVERB and synchronizing

If you are upgrading a non-redundant Ser ver, skip to Imp ort in g the ProcessLogix Server Points Database on page 4-10.

On redundant systems, prior to this step, the SERVERB node should have been turned off. Perform the following steps to bring SERVERB back on-line.

1. Power on SERVERB.

2. Logon to SERVERB as ps_user.

ProcessLogix Server Upgrade Procedures 4-9

IMPORTANT

All R400.0 Systems are required to use the ps_user account. This is a change from R320.0, where most systems used the plx_user account.

Synchronizing Server Databases on Redundant Servers

The following can be performed on the Primary or Backup Server.

1. Click Start

2. Click View

Server redundancy display.

3. Click the Oper field in the lower right corner of the display.

4. Key in >mngr< in the Station Logon prompt and click OK.

5. Click Synchronize. When the Synchronize Databases (Y/N)

prompt appears, key in >Y< in the entry field ab ov e the displ ay and press <Enter>.

⇒Programs⇒ProcessLogix Server⇒Station.

⇒System Status⇒Server Redundancy to call up the

6. Wait for the synchronization to complete (“Synchronization Complete” prompt appears) and verify that the display shows simulated Green LED indications for the following states:

Primary Server

Running

•

Backup Server

• Synchronized

• Running

Link Status

• Link 0 (LNK00) - Active link

7. Click Station

8. Click Yes to exit Station.

⇒Exit.

Publication 1757-IN040B- EN-P - March 2002

4-10 ProcessLogix Server Upgrade Procedures

Importing the ProcessLogix Server Points Database

ATTENTION

For Redundant systems, these steps are performed on the SERVERA node, with the SERVERB node shut off.

1. Logon to the system as ps_user.

2. Click Start

3. Key in this command in the Open entry field:

>cmd<

and click OK to open the DOS window.

4. At the DOS prompt, key in the following command:

>hscserver /stop /y<

and press Enter.

5. After Completed successfully, key in the following command:

>hscserver /unload /y<

and press Enter.

6. To copy the points database, key in the following command:

>Copy C:\Honeywell\server\data.upgrade\points C:\Honeywell\server\data<

⇒Run.

Publication 1757-IN040B-EN-P - March 2002

7. Press Enter.

8. To start the ProcessLogix Database, key in the following

command:

hscserver /load /y

and press Enter.

9. To import the data, key in the following command:

>sysbld -restore C:\Honeywell\server\data.upgrade\data -default -y<

Rockwell Automation 1757-SWKIT4000 User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

Important User Information

Rockwell Automation Support

Your Questions or Comments on this Manual

Table of Contents

Preface

Our Assumptions About Readers

Starting Conditions and Assumptions

Minimum Hardware Requirements

Rockwell Automation Technical Support

Local Prod uct Support

Technical Product Assistance

Your Questions or Comments about This Manual

Conventions

Terms and Type Representations

Contents of Release

ProcessLogix Online User Documentation/Knowledge Builder

ProcessLogix R400.0 Installation and Upgrade Guide

Acronyms and Abbreviations

Operating System Support

Operating System Options

ProcessLogix Component Configuration Table

ProcessLogix Server Supported Installations

Clean Install

Upgrade from ProcessLogix R320.0 Server Currently Running Windows NT 4.0 Workstation

Re-Deployment Options

ProcessLogix Client Supported Installations

Clean Install

Upgrade: Currently Running Windows NT 4.0 Workstation with ProcessLogix Clie nt Software

Clean System Windows 2000 Server Installation

Installing Windows 2000 Server on a New System

Starting the Windows 2000 Server Installation

Starting the Installation from the Boot Floppies

Starting the Installation from the CD-ROM

Completing the Windows 2000 Server Installation

Clean System Windows 2000 Professional Installation

Starting the Windows 2000 Professional Installation

Creating Boot Floppies

Starting the Installation from the Boot Floppies

Starting the Installation from the CD-ROM

Completing the Windows 2000 Professional Installation

Installing Service Pack 2 for Windows 2000

Checking for Windows 20 00 Service Pack 2

Installing Window s 2000 Service Pack 2

Checking the Internet Explorer Version

Upgrading Internet Explo r er 5.5 SP1

Installing Adobe Acrobat Reader 4.05

Additional Operating System Customization Procedures

Adjusting the Video Settings

Setting Up Additional Drivers

Third Party Platforms

Other Required System Settings

Creating an Emergency Repair Disk

Creating the ProcessLogix User Accounts

Creating the ps_user and erserver accounts

Logging on wit h the ps_user account

Overview

Starting the Windows NT Installation

Setting U p Windows NT

Installing TCP/IP Networking Software

Setting the Date and Time

Setting Up the Display Driver

Completing Installation

Installing Service Pack 6a for Windows NT 4.0

Setting Up Additional Drivers after the Service Pack Installation

Configuring System Properties

Converting to NTFS after Installing Windows NT

Creating the ps_user Account

Installing Internet Explorer 5.5 SP 1

Creating an Emergency Repair Disk

Installing ProcessLogix Software on a Clean PC

Installing Server Software

Installing SQL Server

Installing Knowledge Builder

Installing RSLinx

Installing Engineering Tools

Installing PsAxCtl Document EXE