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.
ERDB is Master for Configuration Data in R500.1. . . . . . . . . 11-27
Possible Loss of Communication with CPM . . . . . . . . . . . . . . 11-27
Publication 1757-IN500A-EN-P - September 2002
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.
1Publication 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).
ProcessLogix R500.1 Installation and Upgrade Guide957678-65
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
ChapterDescription
9New Functions and Features
10Major ProcessLogix Software Components
11Performance 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.
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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:
PhoneUnited
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-clickClick left mouse button twice in
dragPress and hold left mouse button
right-clickClick right mouse button once.
selectclick to highlight a menu item or
<F1>Keys to be pressed are shown in
<Ctrl>+<C>Keys to be pressed together are
MeaningExample
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 InputLAN — Local Area Network
AO — Analog OutputLED — Light Emitting Diode
CB — Control BuilderMAC — Media Access Control
CD — Compact DiscMB — Megabytes
CDA — Control Data AccessMb — Megabits
CD-ROM — Compact Disc Read Only MemoryNUT — Network Update Time
CEE — Control Execution EnvironmentODBC — Open Database Communications
CM — Control ModuleOEM — Original Equipment Manufacturer
1756-CNB or CNB — ControlNet Bridge modulePC — Personal Computer
CPM — Control Processor ModulePCI — Personal Computer Interconnect
CPU — Central Processing Unit1784-PCIC or PCIC — PCI ControlNet Interface Module
DI — Digital Input1757-PLX52 — ProcessLogix Hybrid Controller with
Preface 7
Optional Redundancy
DO — Digital Output1757-PIM or PIM— Pulse Input Module
DOS — Disk Operating SystemPLC — Programmable Logic Controller
ER — Engineering RepositoryPLX — ProcessLogix
ERDB — Engineering Repository DatabaseRAM — Random Access Memory
FB — Function BlockRCP — Redundant Chassis Pair
FF — FoundationTM Fieldbus
FTA — Field Termination AssemblySCM — Sequential Control Module
HTML — HyperText Markup LanguageSCSI — Small Computer System Interface
I/O — Input/OutputSP — Service Pack
IOM — Input/Output Module1757-SRM or SRM — System Redundancy Module
ISA — Industry-Standard ArchitectureTC-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
1
ProcessLogix R500.1 Installation Introduction
Operating System Support
Operating System Options
The following table shows the supported operating systems for ProcessLogix.
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:
Review the scenarios below for your current operating system installation and
upgrade options.
1Publication 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.
Publication 1757-IN500A-EN-P - September 2002
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 InstallProcessLogix Client Installation and
Upgrade from R400.0
Windows 2000
Professional Client
Upgrade R400.0
Windows NT 4.0
Windows 2000 ProfessionalWindows XP ProfessionalWindows 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
2
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.
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.
(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
1Publication 1757-IN500A-EN-P - September 2002
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
Publication 1757-IN500A-EN-P - September 2002
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.).
• 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.
Publication 1757-IN500A-EN-P - September 2002
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.
Publication 1757-IN500A-EN-P - September 2002
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.
Publication 1757-IN500A-EN-P - September 2002
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