Rockwell Automation 1757-SWKIT5000 User Manual

ProcessLogix R500.1 Installation and Upgrade Guide

1757-SWKIT5000

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 Rockwell Automation 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, Rockwell Automation 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 Rockwell Automation 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:

WARNING

Identifies information about practices or circumstances that can cause an explosion in a hazardous environment, which may lead to personal injury or death, property damage, or economic loss.

ATTENTION

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

IMPORTANT

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

Allen-Bradley is a trademark of Rockwell Automation, Inc.

Preface

ProcessLogix R500.1 Installation Introduction

Our Assumptions About Users . . . . . . . . . . . . . . . . . . . . . . . . . Preface-1

Starting Conditions and Assumptions . . . . . . . . . . . . . . . . Preface-1

Minimum Hardware Requirements . . . . . . . . . . . . . . . . . . . . . . Preface-2

Contents of Release . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Preface-3

ProcessLogix Online User

Documentation/Knowledge Builder . . . . . . . . . . . . . . . Preface-3

ProcessLogix R500.1 Installation and Upgrade Guide . . . Preface-3

Removing the Default Startup Screens . . . . . . . . . . . . . . . . . . . Preface-4

Professional Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . Preface-4

Server Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Preface-4

Rockwell Automation Technical Support. . . . . . . . . . . . . . . . . Preface-5

Local Product Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . Preface-5

Your Questions or Comments about This Manual . . . . . . Preface-5

Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Preface-6

Terms and Type Representations . . . . . . . . . . . . . . . . . . . . Preface-6

Acronyms and Abbreviations . . . . . . . . . . . . . . . . . . . . . . . . . . Preface-7

Chapter 1

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

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

ProcessLogix Server Supported Installations . . . . . . . . . . . . . . . . . . . 1-2

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

Operating System Installation Procedures

Chapter 2

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

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

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

Starting the Windows 2000 Server Installation

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

Starting the Windows 2000 Server Installation

from the CD-ROM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-5

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

PC Naming Rules. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-8

Clean System Windows 2000 Professional Installation . . . . . . . . . . 2-11

Starting the Windows 2000 Professional Installation. . . . . . . . . 2-12

Creating Windows 2000 Professional Boot Floppies. . . . . . . . . 2-12

Starting the Windows 2000 Professional Installation

from the Boot Floppies . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-14

Starting the Windows 2000 Professional Installation

from the CD-ROM . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-14

Completing the Windows 2000 Professional Installation . . . . . 2-15

Clean system Windows XP Professional Installation. . . . . . . . . . . . 2-19

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Starting the Windows XP Professional Installation . . . . . . . . . . 2-19

Starting the Windows XP Installation from the CD-ROM . . . . 2-20

Completing the Windows XP Professional Installation. . . . . . . 2-21

Upgrading Windows 2000 Professional to XP Professional . . . . . . 2-26

Windows 2000 Service Pack 2 Installation . . . . . . . . . . . . . . . . . . . . 2-28

Checking for Windows 2000 Service Pack 2 . . . . . . . . . . . . . . . 2-28

Installing Windows 2000 Service Pack 2 . . . . . . . . . . . . . . . . . . 2-29

Windows 2000 Security Rollup Installation . . . . . . . . . . . . . . . . . . . 2-30

Checking for the Windows 2000 Security Rollup . . . . . . . . . . . 2-30

Installing Windows 2000 Security Rollup. . . . . . . . . . . . . . . . . . 2-30

Internet Explorer 6.0 Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-32

Checking the Internet Explorer Version . . . . . . . . . . . . . . . . . . 2-32

Installing Internet Explorer 6.0. . . . . . . . . . . . . . . . . . . . . . . . . . 2-33

Internet Explorer 6.0 Security Update Installation. . . . . . . . . . . . . . 2-34

Checking for the Internet Explorer 6.0 Security Update. . . . . . 2-34

Installing Security Update for Internet Explorer 6.0 . . . . . . . . . 2-35

Updating Windows Installer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-36

Additional Operating System Customization Procedures . . . . . . . . 2-37

Adjusting the Video Settings . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-37

Setting Up Additional Drivers. . . . . . . . . . . . . . . . . . . . . . . . . . . 2-38

Third Party Platforms . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-38

Other Required System Settings . . . . . . . . . . . . . . . . . . . . . . . . . 2-38

Creating an Emergency Repair Disk . . . . . . . . . . . . . . . . . . . . . . . . . 2-39

Windows 2000 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-39

Windows XP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-40

Creating the ProcessLogix User Accounts . . . . . . . . . . . . . . . . . . . . 2-41

Creating the ps_user and erserver accounts . . . . . . . . . . . . . . . . 2-41

Logging on with the ps_user account. . . . . . . . . . . . . . . . . . . . . 2-42

Modifying Windows XP Start Menu . . . . . . . . . . . . . . . . . . 2-42

ProcessLogix Server Installation Procedures

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Chapter 3

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

Installing ProcessLogix R500.1 Software . . . . . . . . . . . . . . . . . . . . . . 3-2

Installing ProcessLogix Product . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4

Installing SQL Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-4

Installing Knowledge Builder . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6

Installing Adobe Acrobat . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-6

Installing Knowledge Builder Components . . . . . . . . . . . . . 3-6

Installing RSLinx . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-7

Installing Engineering Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-8

Installing Active X Components. . . . . . . . . . . . . . . . . . . . . . . . . . 3-8

Installing the ProcessLogix Server . . . . . . . . . . . . . . . . . . . . . . . . 3-9

Moving the RSLinx Activation File. . . . . . . . . . . . . . . . . . . . . . . . . . 3-13

About the Activation File . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-13

Table of Contents iii

Determining the Current RSLinx Version . . . . . . . . . . . . . . . . . 3-13

Installing the Activation File . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-14

Configuring RSLinx Drivers for ControlNet Supervisory Network 3-15

Updating the 1784-PCIC Firmware . . . . . . . . . . . . . . . . . . . . . . 3-17

Starting Network Tools Application . . . . . . . . . . . . . . . . . . 3-17

Updating the 1784-PCIC Firmware . . . . . . . . . . . . . . . . . . . 3-17

Configuring RSLinx Drivers for Ethernet

Supervisory Network . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-19

Completing the ProcessLogix R500.1 Install on a

Redundant Server Pair . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-20

Completing the ProcessLogix R500.1 Install on a

Non-Redundant Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-20

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

Checking Control Builder Operation and Logging On . . . . . . . 3-20

Changing the default Operator's password . . . . . . . . . . . . . 3-20

Backing Up a ProcessLogix Server Hard Drive to Tape . . . . . . 3-21

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

ProcessLogix Server Upgrade Procedures

Chapter 4

ProcessLogix Server Upgrade Scenarios . . . . . . . . . . . . . . . . . . . . . . . 4-1

Upgrade R320.0 Server to R500.1. . . . . . . . . . . . . . . . . . . . . . . . . 4-1

Upgrade R400.0 Server to R500.1. . . . . . . . . . . . . . . . . . . . . . . . . 4-2

Upgrading R400.0 Server to R500.1: Option 1 . . . . . . . . . . . 4-2

Upgrading R400.0 Server to R500.1: Option 2 . . . . . . . . . . . 4-2

Preparing for a ProcessLogix R320.0 to R500.1 Server Upgrade . . . 4-3

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

Exporting the R320.0 Engineering Repository Database . . . . . . 4-4

Stopping the ER Replicator Service . . . . . . . . . . . . . . . . . . . 4-4

Exporting the Database Using Control Builder . . . . . . . . . . 4-4

Saving Important R320.0 Server Data . . . . . . . . . . . . . . . . . . . . . 4-6

Exporting the ProcessLogix Server Database . . . . . . . . . . . . . . . 4-8

Removing the RSLinx Software Activation File. . . . . . . . . . . . . . 4-9

Copying R320.0 Data to the R500.1 Server . . . . . . . . . . . . . . . . . . . 4-10

Networking the R320.0 and R500.1 Servers. . . . . . . . . . . . . . . . 4-10

Transferring R320.0 Data to the R500.1 Server. . . . . . . . . . . . . 4-11

Transferring the 1784-PCIC Card to the R500.1 System. . . . . . . . . 4-13

Preparing for a ProcessLogix R400.0 to R500.1 Server Upgrade . . 4-14

Exporting the R400.0 Engineering Repository Database . . . . . 4-14

Disabling ERDB Replication . . . . . . . . . . . . . . . . . . . . . . . . 4-15

Exporting the Database Using Control Builder . . . . . . . . . 4-15

Saving Fieldbus Device Definition Files. . . . . . . . . . . . . . . . . . . 4-16

Saving Important R400.0 Server Data . . . . . . . . . . . . . . . . . . . . 4-18

Exporting the R400.0 ProcessLogix Server Database . . . . . . . . 4-20

Removing the RSLinx Software Activation File. . . . . . . . . . . . . 4-21

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Saving R400.0 Data to a Remote PC. . . . . . . . . . . . . . . . . . . . . . . . . 4-22

Networking an R400.0 Server to a Remote PC . . . . . . . . . . . . . 4-22

Transferring Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-22

Removing ProcessLogix R400.0 Software . . . . . . . . . . . . . . . . . . . . 4-23

Removal of Selected ProcessLogix R400.0 Components . . . . . 4-23

Remove ProcessLogix Server Components . . . . . . . . . . . . . . . . 4-24

Remove Remaining ProcessLogix R400.0 Components . . . . . . 4-25

Verifying and Finalizing Component Removal . . . . . . . . . . . . . 4-26

Installing ProcessLogix R500.1 Software . . . . . . . . . . . . . . . . . . . . . 4-27

Finalizing R400.0 to R500.1 Upgrade . . . . . . . . . . . . . . . . . . . . . . . . 4-27

Reconnect Redundant Servers . . . . . . . . . . . . . . . . . . . . . . . . . . 4-27

Transferring R400.0 Data to the R500.1 Server. . . . . . . . . . . . . 4-27

Restoring ProcessLogix Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-28

Importing the Engineering Database . . . . . . . . . . . . . . . . . . . . . 4-29

Changing the default Operator's password . . . . . . . . . . . . . 4-29

Adding Saved Device Templates Using Fieldbus

Library Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-30

Importing the Database Using Control Builder . . . . . . . . . 4-31

Restoring the ProcessLogix Server Points Database . . . . . . . . . 4-32

Restoring Server Redundancy . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-34

Upgrading Hardware Component Firmware . . . . . . . . . . . . . . . 4-34

Checking Control Builder Operation and Logging On . . . . . . . 4-35

Changing the default Operator's password . . . . . . . . . . . . . 4-35

Reloading Controllers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-36

Backing Up a ProcessLogix Server Hard Drive to Tape . . . . . . 4-36

ProcessLogix Client Installation and Upgrade Procedures

Chapter 5

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

Operating System Support. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3

Windows 2000 Professional . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3

Windows XP Professional. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3

Windows 2000 Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-3

Windows 2000 Professional Client Installation Scenarios . . . . . . . . . 5-4

Clean Install: Windows 2000 Professional . . . . . . . . . . . . . . . . . . 5-4

Upgrade R400.0 Windows 2000 Professional Client

to R500.1 Windows 2000 Professional Client. . . . . . . . . . . . . 5-4

Upgrade R400.0 Windows NT 4.0 Client to R500.1

Windows 2000 Professional Client (Clean Install) . . . . . . . . . 5-5

Upgrade R320.0 Windows NT 4.0 Client to R500.1

Windows 2000 Professional Client (Clean Install) . . . . . . . . . 5-6

Windows XP Professional Client Installation Scenarios . . . . . . . . . . 5-7

Clean Install: Windows XP Professional . . . . . . . . . . . . . . . . . . . 5-7

Upgrade R400.0 Windows 2000 Professional Client

to R500.1 Windows XP Professional Client . . . . . . . . . . . . . . 5-7

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Table of Contents v

Upgrade R400.0 Windows NT 4.0 Client to R500.1

Windows 2000 XP Client (Clean Install). . . . . . . . . . . . . . . . . 5-8

Upgrade R320.0 Windows NT 4.0 Client to R500.1

Windows 2000 XP Client (Clean Install). . . . . . . . . . . . . . . . . 5-9

Saving Important Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-10

Networking an R320.0 Client to a Remote PC. . . . . . . . . . . . . . . . . 5-11

Networking an R400.0 Client to a Remote PC. . . . . . . . . . . . . . . . . 5-12

Removal of Selected R400.0 Components . . . . . . . . . . . . . . . . . . . . 5-13

Installing ProcessLogix R500.1 Client Software. . . . . . . . . . . . . . . . 5-14

Installing Knowledge Builder . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-15

Installing Adobe Acrobat . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-15

Installing Knowledge Builder Components . . . . . . . . . . . . 5-15

Installing Engineering Tools . . . . . . . . . . . . . . . . . . . . . . . . 5-17

Installing PsAxCtl Document EXE . . . . . . . . . . . . . . . . . . 5-17

Installing the ProcessLogix Client Software. . . . . . . . . . . . . . . . 5-17

Finalizing ProcessLogix Client Installation. . . . . . . . . . . . . . . . . . . . 5-20

Transferring R320.0 Data to the R500.1 Client . . . . . . . . . . . . . 5-20

Remap the T: Drive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-20

Transfer R320.0 Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-20

Transferring R400.0 Data to the R500.1 Client . . . . . . . . . . . . . 5-21

Remap the T: Drive . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-21

Transfer R400.0 Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-22

Restoring ProcessLogix Data . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-23

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

Setting Up a Station With a Redundant Server Pair. . . . . . . . . . 5-27

Creating an Emergency Repair Disk. . . . . . . . . . . . . . . . . . . . . . 5-32

Checking Control Builder Operation and Logging On . . . . . . . 5-32

Changing the default Operator's password . . . . . . . . . . . . . 5-32

Logging on to Control Builder . . . . . . . . . . . . . . . . . . . . . . 5-32

Additional Redundant Server Procedures

Chapter 6

Adding Redundancy to R500.1 Non-Redundant Server Systems . . . 6-1

Changing the Computer Name on a ProcessLogix Server . . . . . 6-1

Completing the ProcessLogix R500.1 Setup on a

Redundant Server Pair . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-1

Changing Hosts File Entries . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2

Changing TCP/IP address on a Secondary

Server (SERVERB) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-4

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

Setting up Primary Server (SERVERA) . . . . . . . . . . . . . . . . . . . . . . . 6-6

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

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

Setting Up Secondary Server (SERVERB) . . . . . . . . . . . . . . . . . . . . . 6-9

Making Redundant Hardware File Entries . . . . . . . . . . . . . . . . . . 6-9

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Configuring the Time Service . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-9

Confirming Data Link is Available . . . . . . . . . . . . . . . . . . . . . . . . 6-9

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

Setting Up Station on SERVERA . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-12

Setting Up Station on SERVERB . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-15

Setting up the Redundant ERDB . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-18

Restarting Redundant Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-20

Synchronizing Server Databases on Redundant Server . . . . . . . . . . 6-20

Confirming Databases are Synchronized . . . . . . . . . . . . . . . . . . 6-21

Synchronizing Other Files. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-23

Upgrading Hardware Component Firmware . . . . . . . . . . . . . . . . . . 6-23

Checking Control Builder Operation and Logging On . . . . . . . 6-23

Backing Up a ProcessLogix Server Hard Drive to Tape . . . . . . 6-24

Creating an Emergency Repair Disk. . . . . . . . . . . . . . . . . . . . . . 6-24

Chapter 7

Firmware Maintenance Procedures

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

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

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

1784-PCIC Firmware Installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-3

Starting Network Tools Application . . . . . . . . . . . . . . . . . . . 7-3

Updating the 1784-PCIC Firmware . . . . . . . . . . . . . . . . . . . . 7-3

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

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

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

Important Usage Considerations . . . . . . . . . . . . . . . . . . . . . . . . . 7-8

Starting Network Tools Application . . . . . . . . . . . . . . . . . . . 7-8

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

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

Special Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-10

Loading Boot Image . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-10

Loading Personality Image . . . . . . . . . . . . . . . . . . . . . . . . . . 7-12

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

or ControlNet Adapter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7-14

Redundant Chassis Firmware Upgrade Precautions . . . . . . . . . 7-14

Setting CNB Module NUT Timing . . . . . . . . . . . . . . . . . . . . . . 7-15

Updating Firmware in ABRIO . . . . . . . . . . . . . . . . . . . . . . . . . . 7-18

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Table of Contents vii

Supplementary Procedures

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

Installing Knowledge Builder on a Non-ProcessLogix System . . . . . 8-2

Installing Knowledge Builder on Windows 2000. . . . . . . . . . . . . 8-2

Installing Knowledge Builder on Windows XP . . . . . . . . . . . . . . 8-3

Removing Knowledge Builder . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-3

Installing Knowledge Builder . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-4

Installing Adobe Acrobat . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-4

Installing Knowledge Builder Components . . . . . . . . . . . . . 8-4

Launching ProcessLogix Knowledge Builder. . . . . . . . . . . . . . . . . . . 8-5

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

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

Cancelling a Software Component Installation. . . . . . . . . . . . . . . . . . 8-6

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

Backing Up a ProcessLogix R500.1 Server to Tape. . . . . . . . . . . 8-7

Restoring a ProcessLogix Server System From a Backup Tape . 8-7

Using Network Tools. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-7

About Network Tools . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-7

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

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

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

Installing and Running NetShield with ProcessLogix . . . . . . . . . . . 8-13

Background . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-13

Removing Existing NetShield Installation . . . . . . . . . . . . . . . . . 8-13

Installing NetShield and Configuring Directories for

Scan Exclusion . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-14

Changing the Computer Name on a ProcessLogix Server. . . . . . . . 8-15

Exporting the Engineering Repository Database. . . . . . . . . . . . 8-16

Stopping ProcessLogix Applications and Services. . . . . . . . . . . 8-17

Removing Selected ProcessLogix R500.1 Components . . . . . . 8-18

Remove ProcessLogix R500.1 Server Components. . . . . . . . . . 8-19

Verifying and Finalizing Component Removal . . . . . . . . . . . . . 8-19

Changing the PC Name. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-21

PC Naming Rules. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-21

Reinstalling ProcessLogix R500.1 Components. . . . . . . . . . . . . 8-21

Restoring the Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-22

Changing the Computer Name on a ProcessLogix Client . . . . . . . . 8-23

Changing the Computer Name on a Windows 2000 Client . . . 8-23

Changing the Computer Name on a Windows XP Client. . . . . 8-24

Procedure for Configuring a ProcessLogix Client . . . . . . . . . . . 8-24

Changing Hosts files entries . . . . . . . . . . . . . . . . . . . . . . . . 8-24

Setting Up a ProcessLogix Client with a

Non-redundant Server . . . . . . . . . . . . . . . . . . . . . . . . . 8-24

Setting up a ProcessLogix Client with

Redundant Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-24

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Adding 1757-PLX52 Controller Redundancy to R500.1

Non-Redundant 1757-PLX52 Controller Configurations . . . . . 8-25

Deleting a Non-Redundant 1757-PLX52 and

Unassigning its Contents . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-25

Installing and connecting Redundant Chassis Pair

(RCP) Hardware . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-27

Updating Firmware Revision Levels. . . . . . . . . . . . . . . . . . . . . . 8-27

Creating a Redundant 1757-PLX52 . . . . . . . . . . . . . . . . . . . . . . 8-27

Chapter 9

New Functions and Features

Major ProcessLogix Software Components

Engineering Tools Enhancements . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-2

Server Enhancements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-2

New Alarm/Event subsystem. . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-2

Updated Station & HMIWeb Display Builder . . . . . . . . . . . . . . . 9-3

Plant Data Model Enhancements . . . . . . . . . . . . . . . . . . . . . . . . . 9-4

Integrated Windows 2000 Security for

ProcessLogix Operators. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-4

Updated OPC Support . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-4

OPC Alarm and Event Server . . . . . . . . . . . . . . . . . . . . . . . . 9-4

Updated System Displays . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-4

Updated Application Development . . . . . . . . . . . . . . . . . . . . . . . 9-4

Updated Network API Support for Visual Basic. . . . . . . . . . . . . 9-5

Hardware Enhancements. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-5

Ethernet Supervisory Network . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-5

Flex I/O . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-5

1756-DNB DeviceNet Interface Module . . . . . . . . . . . . . . . . . . . 9-6

1757-ABRIO . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-6

Chapter 10

Major ProcessLogix Engineering Tools Software Revisions. . . 10-1

Major ProcessLogix Server Software Revisions . . . . . . . . . . . . . 10-3

Embedded Software Components . . . . . . . . . . . . . . . . . . . . . . . 10-4

External, Third Party Qualified Software Components. . . . . . . 10-6

Miscellaneous SCADA Component Revisions . . . . . . . . . . . . . 10-8

Performance and Capacity Specifications

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Chapter 11

Server/Client Performance and Capacity . . . . . . . . . . . . . . . . . . . . . 11-1

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

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

Platform System Configuration Definitions. . . . . . . . . . . . . . . . 11-2

Minimum . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-2

Typical . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-2

Table of Contents ix

Performance . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-2

Client Platform Requirements. . . . . . . . . . . . . . . . . . . . . . . . . . . 11-4

Application Usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-4

User Interface Capacity and Performance . . . . . . . . . . . . . . . . . 11-6

Control Builder Considerations. . . . . . . . . . . . . . . . . . . . . . . . . . 11-7

Server Redundancy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-8

Client/Server Communication Capacity. . . . . . . . . . . . . . . . . . . 11-9

Server Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-9

Server Data Access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-10

Controller and Communications Capacity and Performance . . . . 11-11

Control Network Capacity . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-11

System Communications Load Philosophy and Guidelines . . 11-11

System Communications Limits . . . . . . . . . . . . . . . . . . . . . . . . 11-13

Node Address Range Limits . . . . . . . . . . . . . . . . . . . . . . . 11-13

Connection Limits . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-13

Node Processing Load Limits . . . . . . . . . . . . . . . . . . . . . . 11-14

Communications Load Limits . . . . . . . . . . . . . . . . . . . . . . 11-14

Controller Communications . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-15

Controller Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-17

Controller Redundancy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-17

1757-PLX52 Resources . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-18

I/O Performance and Capacity Specifications . . . . . . . . . . . . . . . . 11-21

PROFIBUS DP Capacity and Topology Specifications . . . . . 11-22

FIM Performance Limits. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-24

FIM Display-related Performance Limits. . . . . . . . . . . . . . . . . 11-25

I/O Module Publication Periods . . . . . . . . . . . . . . . . . . . . . . . 11-26

Special Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-26

Device Control May Generate Nuisance Alarms. . . . . . . . . . . 11-26

Migration Consideration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-27

ERDB is Master for Configuration Data in R500.1. . . . . . . . . 11-27

Possible Loss of Communication with CPM . . . . . . . . . . . . . . 11-27

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x Table of Contents

Publication 1757-IN500A-EN-P - September 2002

Preface

Our Assumptions About Users

Before configuring a ProcessLogix system you must:

• Be familiar with navigating and running applications in a Microsoft

Windows 2000 environment.

• Have some experience in loading software applications on a personal

computer (PC).

• Be familiar with ProcessLogix hardware components.

• Be familiar with ControlNet or ENET configuration.

• Be trained on ProcessLogix, including Control Builder and Server

components.

• If applicable to your system, you must also have appropriate training on

other Rockwell Automation products applicable to ControlLogix, RSNetworx, and DeviceNet.

IMPORTANT

If you have not received ProcessLogix R500.1 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 office for more information about training schedules and available trained personnel.

Starting Conditions and Assumptions

You have the following items on hand:

• ProcessLogix R500.1 Base Software CD containing software such as

SQL.

• ProcessLogix R500.1 Application Software CD containing ProcessLogix

applications software.

• ProcessLogix R500.1 Knowledge Builder CD containing the latest

version of the online documentation.

• Microsoft Windows Operating System(s) CD(s).

• RSLinx OEM Master (Activation) Disk.

1 Publication 1757-IN500A-EN-P - September 2002

Preface 2

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

• ProcessLogix Servers require a Windows 2000 Server operating system.

Refer to Minimum Hardware Requirements on page P-2 for information about ProcessLogix Server hardware.

• ProcessLogix Client Stations require a Windows 2000 Professional, XP

Professional or 2000 Server operating system. Platform Requirements based on System Configurations on page 11-4 to review the ProcessLogix Client platform requirements.

See Table 11.B: Client

Minimum Hardware Requirements

ProcessLogix R500.1 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.

There are two methods of obtaining the qualified ProcessLogix Server:

1. Purchase the Server from Rockwell Automation.

2. Contact Rockwell Automation Technical Support for further

information on ordering specifically qualified hardware.

Publication 1757-IN500A-EN-P - September 2002

Preface 3

Contents of Release

The following software and documentation components are included in the ProcessLogix R500.1 Software/documentation kit (1757-SWKIT5000).

Table P.1 ProcessLogix R500.1 Release Components

Release Components Pub/Part Number

ProcessLogix R500.1 Base Software CD

• SQL Server 2000

ProcessLogix R500.1 Application Software CD

• ProcessLogix Engineering Tools

• ProcessLogix Server Software

• RSLinx 2.31

ProcessLogix R500.1 Supplemental Software CD 957707-19

ProcessLogix Knowledge Builder CD 957678-69

ProcessLogix R500.1 Installation and Upgrade Guide 957678-65

957678-70

957678-71

ProcessLogix Online User Documentation/Knowledge Builder

ProcessLogix online user documentation is included with your ProcessLogix system in browser format through Knowledge Builder. Most of the documents may also be 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

Guide

⇒Configuration⇒Setting Up Drivers and IP Addresses for more

information.

ProcessLogix R500.1 Installation and Upgrade Guide

The ProcessLogix R500.1 Installation and Upgrade Guide is shipped with a ProcessLogix system and provides:

• procedures for upgrading an R320.0 or R400.0 system to R500.1

• procedures for updating the firmware to R500.1 levels

• procedures for installing the software on a clean PC

• procedures for tasks associated with migrating to redundant Server

and/or redundant Controller architecture.

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Preface 4

ProcessLogix R500.1 Software Change Notice is incorporated into this Installation and Upgrade Guide in the following chapters:

Table P.2 Installation and Upgrade Guide SCN Chapter Descriptions

Chapter Description

9 New Functions and Features

10 Major ProcessLogix Software Components

11 Performance and Capacity Specifications

Removing the Default Startup Screens

Throughout this document there will be times when you need to remove the default startup screens. Use the following Tip to complete the task

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, 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-IN500A-EN-P - September 2002

Preface 5

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 Product Support

Contact your local Rockwell Automation representative for:

• sales and order support

• product technical training

• warranty support

• support service agreements

Before you contact Rockwell Automation for technical assistance, we suggest you please review the troubleshooting information 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 Product Support (http://support.automation.rockwell.com)

3. Under Support Centers, click on Contact

Information

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

2. Click on Product Support (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-IN500A-EN-P - September 2002

Preface 6

Conventions

Terms and Type Representations

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

Table P.3 : Terms and Type Representations

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

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

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.

shown with a plus sign.

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.

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

Publication 1757-IN500A-EN-P - September 2002

File ⇒ New

>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.

Click File ⇒ New to start new drawing.

Enter this path location >D:\setup.exe<.

Acronyms and Abbreviations

Table P.4 Acronyms and Abbreviations

AI — Analog Input LAN — Local Area Network

AO — Analog Output LED — Light Emitting Diode

CB — Control Builder MAC — Media Access Control

CD — Compact Disc MB — Megabytes

CDA — Control Data Access Mb — Megabits

CD-ROM — Compact Disc Read Only Memory NUT — Network Update Time

CEE — Control Execution Environment ODBC — Open Database Communications

CM — Control Module OEM — Original Equipment Manufacturer

1756-CNB or CNB — ControlNet Bridge module PC — Personal Computer

CPM — Control Processor Module PCI — Personal Computer Interconnect

CPU — Central Processing Unit 1784-PCIC or PCIC — PCI ControlNet Interface Module

DI — Digital Input 1757-PLX52 — ProcessLogix Hybrid Controller with

Preface 7

Optional Redundancy

DO — Digital Output 1757-PIM or PIM— Pulse Input Module

DOS — Disk Operating System PLC — Programmable Logic Controller

ER — Engineering Repository PLX — ProcessLogix

ERDB — Engineering Repository Database RAM — Random Access Memory

FB — Function Block RCP — Redundant Chassis Pair

FF — FoundationTM Fieldbus

FTA — Field Termination Assembly SCM — Sequential Control Module

HTML — HyperText Markup Language SCSI — Small Computer System Interface

I/O — Input/Output SP — Service Pack

IOM — Input/Output Module 1757-SRM or SRM — System Redundancy Module

ISA — Industry-Standard Architecture TC-MUX01 — Serial Interface Module

SCADA — Supervisory Control and Data Access

TCP/IP — Transmission Control Protocol/Internet Protocol

Publication 1757-IN500A-EN-P - September 2002

Preface 8

Notes:

Publication 1757-IN500A-EN-P - September 2002

Chapter

ProcessLogix R500.1 Installation Introduction

Operating System Support

Operating System Options

The following table shows the supported operating systems for ProcessLogix.

Table 1.A ProcessLogix Component Configuration Table

ProcessLogix R500.1 Windows 2000 Windows XP

Professional

Server Professional

Server

Client

(1)

Windows 2000 Server is not recommended as a Client for ProcessLogix R500.1 due to the default standard hardware and operating system requirements.

Windows NT 4.0 Server and Workstation are not supported.

The hardware platform and all devices contained within it designated for running the ProcessLogix R500.1 Software should be evaluated for compatibility with the Windows 2000 operating system.

Systems designated to run ProcessLogix R500.1 Server software should be Server Class and certified to run the Windows 2000 Server Operating System. Refer to Minimum Hardware Requirements on page Preface-2.

✔

(1)

✔ ✔

Systems designated to run ProcessLogix R500.1 Client Software should be Workstation/Desktop Class and certified to run the Windows 2000 Professional Operating System.

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

http://www.microsoft.com/windows2000/server/howtobuy/upgrading/compat/default.asp

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

1 Publication 1757-IN500A-EN-P - September 2002

1-2 ProcessLogix R500.1 Installation Introduction

ProcessLogix Server Supported Installations

IMPORTANT

If you purchased a new ProcessLogix R500.1 Server from Rockwell Automation, the operating system and ProcessLogix software have already been installed. Do not reinstall the software. Refer to the ProcessLogix R500.1 Server Installation Instructions, publication 1757-IN950 shipped with your hardware.

It is strongly recommended that you name your Server properly prior to installing ProcessLogix R500.1 software.

To change the Server name prior to installing ProcessLogix R500.1, follow the procedures in

Changing the Computer

Name on a ProcessLogix Client on page 8-23.

Once the ProcessLogix R500.0 software is installed, changing the computer name requires a full uninstall and reinstall of all the ProcessLogix R500.1 software.

Refer to Changing the Computer Name on a ProcessLogix Server on page 8-15.

IMPORTANT

A 1784-PCIC or Ethernet card must already be installed in the ProcessLogix Server(s).

ProcessLogix R500.1 Servers require the Windows 2000 Server operating system. The following table lists the ProcessLogix Server Install Options. This table also applies if you have a redundant Server pair. During the installations, the procedures will refer you to the appropriate redundant Server sections.

Table 1.B ProcessLogix R500.1 Server Install Options

Type of Install: Refer to:

Clean Install

The Clean Install is a clean machine installed with ProcessLogix R500.1 Server software. That is, the installation begins with formatting the hard disk and installing Windows 2000 Server.

Upgrade from R320.0

ProcessLogix R500.1 requires that you replace your R320.0 current installation with new hardware and operating software for the Server.

Upgrade from R400.0, Option 1

1. Backup your data.

2. Uninstall your current ProcessLogix software.

3. Install ProcessLogix R500.1.

Upgrade from R400.0, Option 2

1. Backup your data.

2. Perform a clean install.

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

Upgrade R320.0 Server to R500.1 on page 4-1.

Upgrading R400.0 Server to R500.1: Option 1 on page 4-2.

Upgrading R400.0 Server to R500.1: Option 2 on page 4-2.

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ProcessLogix R500.1 Installation Introduction 1-3

ProcessLogix Client

The ProcessLogix R500.1 Client requires Windows 2000 Professional or XP Professional operating systems. The following table lists the ProcessLogix

Supported Installations

Client Install options. First, select the operating system you plan to use and then select an install type.

Table 1.C Selecting a ProcessLogix R500.1 Client Install Options

Step 1: Select an R500.1 Operating System

Step 2: Select a type of install:

Clean Install ProcessLogix Client Installation and

Upgrade from R400.0 Windows 2000 Professional Client

Upgrade R400.0 Windows NT 4.0

Windows 2000 Professional Windows XP Professional Windows 2000 Server

Refer to: Refer to: Refer to:

Upgrade Procedures on page 5-1.

Upgrade R400.0 Windows 2000 Professional Client to R500.1 Windows 2000 Professional Client on page 5-4.

Upgrade R400.0 Windows NT 4.0 Client to R500.1 Windows 2000 Professional Client (Clean Install) on page 5-5.

Clean Install: Windows XP Professional on page 5-7.

Upgrade R400.0 Windows 2000 Professional Client to R500.1 Windows XP Professional Client on page 5-7.

Upgrade R400.0 Windows NT 4.0 Client to R500.1 Windows 2000 XP Client (Clean Install) on page 5-8.

Windows 2000 Server on page 5-3. Windows 2000 Server is not a recommended operating system for Clients.

Upgrade from R320.0 Windows NT 4.0

Upgrade R320.0 Windows NT 4.0 Client to R500.1 Windows 2000 Professional Client (Clean Install) on page 5-6.

Upgrade R320.0 Windows NT 4.0 Client to R500.1 Windows 2000 XP Client (Clean Install) on page 5-9.

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1-4 ProcessLogix R500.1 Installation Introduction

Notes:

Publication 1757-IN500A-EN-P - September 2002

Chapter

Operating System Installation Procedures

Clean System Windows 2000 Server Installation

IMPORTANT

(1)

Windows 2000 Server is not recommended as a Client for ProcessLogix R500.1 due to the default standard hardware and operating system requirements.

These instructions cover installation of Windows 2000 Server from either CD-ROM or floppy disks.

IMPORTANT

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

• ProcessLogix R500.1 Servers require the Windows 2000 Server operating system.

• ProcessLogix R500.1 Client Stations may use Windows 2000 Professional, Windows XP

Professional or Windows 2000 Server.

• Windows NT 4.0 Server and Workstation are not supported.

(1)

Several additional installation methods are available. Consult the Microsoft Documentation set included with the Operating System for the following installation methods:

• Unattended Installation

• Remote Installation Services

• Over the Network Installation

• SysPrep

• Systems Management Server

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2-2 Operating System Installation Procedures

Installing Windows 2000 Server on a New System

You must install Windows 2000 Server on your Server before you can install or run the ProcessLogix R500.1 software. The current required Operating System components are:

• Windows 2000 Server with Windows 2000 Service Pack 2 and Windows 2000 Security Rollup

• Internet Explorer 6 with the Internet Explorer 6.0 Security Update

The Windows 2000 Server software, Service Packs, and Internet Explorer are licensed products of Microsoft Corporation. Copies of the Service Packs and Internet Explorer are included on the ProcessLogix CDs 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 (if 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:

You have:

✔

All network cards installed in the PC and set to the correct IRQs.

All supporting ProcessLogix Server hardware installed and connected to the PC.

A PC that meets specified hardware and software requirements for R500.1. more information.

All manufacturers related driver diskettes available to complete the installation.

Refer to Minimum Hardware Requirements in the Preface for

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Operating System Installation Procedures 2-3

If you received your PC from the manufacturer with Windows 2000 Server pre-installed,

skip to Internet Explorer 6.0 Security Update Installation on

page 2-34.

TIP

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

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

Creating Windows 2000 Server Boot Floppies

If your system does not support booting from a CD-ROM, follow these instructions to create the required Boot Floppies. Otherwise, the Windows 2000 Server Installation from the CD-ROM on page 2-5.

IMPORTANT

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-ROM.).

You will need:

skip to Starting

• 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 ⇒ Run.

3. Enter this command:

>cmd<

and click OK to open the DOS window.

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2-4 Operating System Installation Procedures

4. At the DOS prompt, enter the CD-ROM drive letter:

>D:<

and press <Enter>.

5. Enter this command:

>cd bootdisk<

and press <Enter>.

6. Enter this command:

>makeboot<

and press <Enter>.

7. Enter floppy disk drive letter: >A<.

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

four floppy disks.

IMPORTANT

9. Be sure to label your floppy disks.

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

Server Boot floppies and Professional Boot floppies are different.

Starting the Windows 2000 Server Installation from the Boot Floppies

1. With the PCs’ power off, insert the diskette titled Windows 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.

Publication 1757-IN500A-EN-P - September 2002

4. Follow the on-screen prompts to remove and insert the Windows 2000 Server Setup Disks 2, 3, and 4 when instructed to do so.

Operating System Installation Procedures 2-5

5. Press <Enter> on the Welcome to Setup screen.

IMPORTANT

6. Continue with Completing the Windows 2000 Server Installation on page 2-5.

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.

Starting the Windows 2000 Server Installation from the CD-ROM

1. Turn of 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 device listed first.

(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.

IMPORTANT

7. Press <Enter> on the Welcome to Setup screen.

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. If requested, insert the Windows 2000 Server CD into the CD-ROM drive and press <Enter>.

2. Press <F8> to agree to the Windows 2000 Licensing Agreement.

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2-6 Operating System Installation Procedures

3. If necessary, press <ESC> to continue installing a fresh copy of Windows 2000.

IMPORTANT

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

TIP

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

Use the entire hard disk if possible. 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.

4. Press <Enter> to set up Windows 2000 on the Unpartitioned space.

IMPORTANT

If existing partitions are found, you must delete all of them first before proceeding.

To delete a partition:

1. Select the partition.

2. Press <D>.

3. Press <Enter>.

4. Press <L>.

5. Repeat for all partitions.

6. Format the partition using the NTFS file system.

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

• The computer will automatically reboot. Be sure to remove any floppy

disk from the floppy disk drive.

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

IMPORTANT

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 and click Next.

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