Rockwell Automation 1757-SWKIT5100 User Manual

ProcessLogix R510.0 Installation and Upgrade Guide

1757-SWKIT5100

Installation Instructions

Important User Information

Solid state equipment has operational characteristics differing from those of electromechanical equipment. Safety Guidelines for the Application, Installation and Maintenance of Solid State Controls (Publication SGI-1.1 available from your local Rockwell Automation sales office or online at http://www.ab.com/manuals/gi) describes some important differences between solid state equipment and hard-wired electromechanical devices. Because of this difference, and also because of the wide variety of uses for solid state equipment, all persons responsible for applying this equipment must satisfy themselves that each intended application of this equipment is acceptable.

In no event will Rockwell Automation, Inc. be responsible or liable for indirect or consequential damages resulting from the use or application of this equipment.

The examples and diagrams in this manual are included solely for illustrative purposes. Because of the many variables and requirements associated with any particular installation, Rockwell Automation, Inc. cannot assume responsibility or liability for actual use based on the examples and diagrams.

No patent liability is assumed by Rockwell Automation, Inc. with respect to use of information, circuits, equipment, or software described in this manual.

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

Throughout this manual we use notes to make you aware of safety considerations.

WARNING

ATTENTION

IMPORTANT

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.

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

Attentions help you:

• identify a hazard

• avoid a hazard

• recognize the consequence

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

Preface

ProcessLogix R510.0 Installation Introduction

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

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

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

Contents of Release. . . . . . . . . . . . . . . . . . . . . . . . . . Preface-2

ProcessLogix Online Help/Knowledge Builder . . . Preface-3

ProcessLogix R510.0 Installation and

Upgrade Guide . . . . . . . . . . . . . . . . . . . . . . . . . . Preface-3

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

Rockwell Automation Support . . . . . . . . . . . . . . . . . . Preface-4

New Product Satisfaction Return. . . . . . . . . . . . . . Preface-4

Your Questions or Comments about This Manual . Preface-4

Conventions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Preface-5

Terms and Type Representations . . . . . . . . . . . . . Preface-5

Checklists . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Preface-5

Acronyms and Abbreviations . . . . . . . . . . . . . . . . . . . Preface-6

Chapter 1

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

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

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

ProcessLogix Client Supported Installations . . . . . . . . . . . . 1-4

Operating System Installation Procedures

Chapter 2

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

Installing Windows 2000 Server on a New System . . . . . 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-7

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

Installing Windows 2000 Professional on a New System 2-11

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

Starting the Windows 2000 Professional Installation

from the Boot Floppies . . . . . . . . . . . . . . . . . . . . . . . . 2-13

Starting the Windows 2000 Professional Installation

from the CD-ROM . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-13

Completing the Windows 2000 Professional Installation. 2-14

Clean System Windows XP Professional Installation . . . . . . 2-18

Installing Windows XP Professional on a New System . . 2-18

Starting the Windows XP Installation from the CD-ROM 2-19

Completing the Windows XP Professional Installation . . 2-20 Upgrading Windows 2000 Professional to XP Professional . 2-24

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

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

i Publication 1757-IN510A-EN-P - October 2003

Table of Contents ii

Modifying Windows XP. . . . . . . . . . . . . . . . . . . . . . . . . . . 2-28

Windows 2000 Service Pack 4 Installation . . . . . . . . . . . . . 2-29

Checking for Windows 2000 Service Pack 4 . . . . . . . . . 2-29

Installing Windows 2000 Service Pack 4 . . . . . . . . . . . . 2-30

Windows Security Hotfix Installation . . . . . . . . . . . . . . . . . 2-31

Installing Windows 2000 Security Hotfix . . . . . . . . . . . . 2-31

Installing Windows XP Security Hotfix . . . . . . . . . . . . . 2-32

Internet Explorer 6.0 SP1 Installation . . . . . . . . . . . . . . . . . 2-33

Checking the Internet Explorer Version. . . . . . . . . . . . . 2-33

Installing Internet Explorer 6.0 SP1 . . . . . . . . . . . . . . . . 2-35

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

Updating ISScript . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-37

Additional Operating System Customization Procedures . . . 2-38

Adjusting the Video Settings . . . . . . . . . . . . . . . . . . . . 2-38

Setting Up Additional Drivers . . . . . . . . . . . . . . . . . . . . 2-39

Other Required System Settings . . . . . . . . . . . . . . . . . . 2-39

Creating Emergency Repair Disks . . . . . . . . . . . . . . . . . . . 2-40

Windows 2000. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 2-40

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

ProcessLogix Server Installation Procedures

Chapter 3

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

Installing ProcessLogix R510.0 Software . . . . . . . . . . . . . . . 3-2

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

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

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

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

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

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

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

Installing ProcessLogix Update . . . . . . . . . . . . . . . . . . . 3-12

Moving the RSLinx Activation File . . . . . . . . . . . . . . . . . . . 3-14

About the Activation File . . . . . . . . . . . . . . . . . . . . . . . 3-14

Determining the Current RSLinx Version . . . . . . . . . . . . 3-14

Installing the Activation File . . . . . . . . . . . . . . . . . . . . . 3-15

Configuring RSLinx Drivers for ControlNet

Supervisory Network. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 3-16

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

Configuring RSLinx Drivers for Ethernet

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

Completing the ProcessLogix R510.0 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 . 3-21

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

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ProcessLogix Server Upgrade Procedures

Table of Contents iii

Chapter 4

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

Upgrade R500.1 Server to R510.0 . . . . . . . . . . . . . . . . . 4-1

Upgrade R400.0 SP2 Server to R510.0 . . . . . . . . . . . . . . 4-3

Upgrade R320.0 Server to R510.0 . . . . . . . . . . . . . . . . . 4-5

Preparing for a ProcessLogix R400.0 SP2 or R500.1 to R510.0

Server Upgrade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-6

Exporting the R400.0 SP2 or R500.1 Engineering

Repository Database . . . . . . . . . . . . . . . . . . . . . . . . . . 4-6

Saving Fieldbus Device Definition Files. . . . . . . . . . . . . 4-8

Saving Important R400.0 SP2 or R500.1 Server Data. . . . 4-9

Exporting the R400.0 SP2 or R500.1 ProcessLogix

Server Database . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-11

Removing the RSLinx Software Activation File . . . . . . . . 4-12

Saving R400.0 SP2 or R500.1 Data to a Remote PC . . . . . . . 4-13

Networking an R400.0 SP2 or R500.1 Server to a

Remote PC . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-13

Transferring Data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-14

Disconnect Redundant Servers . . . . . . . . . . . . . . . . . . . 4-15

Removing ProcessLogix R500.1 Software . . . . . . . . . . . . . . 4-15

Removing Selected ProcessLogix R500.1 Components . . 4-15

Remove ProcessLogix Server Components . . . . . . . . . . 4-17

Verifying and Finalizing Component Removal . . . . . . . . 4-18

Removing ProcessLogix R400.0 SP2 Software . . . . . . . . . . . 4-19

Removing Selected ProcessLogix R400.0 SP2

Components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-19

Removing ProcessLogix Server Components . . . . . . . . . 4-21

Verifying and Finalizing Component Removal . . . . . . . . 4-21

Preparing for a ProcessLogix R320.0 to R510.0

Server Upgrade . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-23

Backing Up a ProcessLogix R320.0 Server to Tape. . . . . 4-23

Exporting the R320.0 Engineering Repository Database . 4-24

Saving Important R320.0 Server Data . . . . . . . . . . . . . . 4-26

Exporting the ProcessLogix Server Database . . . . . . . . . 4-28

Removing the RSLinx Software Activation File . . . . . . . . 4-28

Copying R320.0 Data to the R510.0 Server . . . . . . . . . . . . . 4-29

Networking the R320.0 and R510.0 Servers . . . . . . . . . . 4-29

Transferring R320.0 Data to the R510.0 Server . . . . . . . . 4-30

Transferring the 1784-PCIC Card to the R510.0 System . . . . 4-32

Copying R400.0 SP2 or R500.1 Data to the R510.0 Server . . 4-33

Reconnect Redundant Servers. . . . . . . . . . . . . . . . . . . . 4-33

Transferring R400.0 SP2 or R500.1 Data to the

R510.0 Server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 4-34

Restoring ProcessLogix Data . . . . . . . . . . . . . . . . . . . . . . . 4-35

Restoring Server Redundancy . . . . . . . . . . . . . . . . . . . . 4-36

Importing the Engineering Database . . . . . . . . . . . . . . . 4-36

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Table of Contents iv

ProcessLogix Client Installation and Upgrade Procedures

Restoring the ProcessLogix Server Points Database . . . . 4-39

Upgrading Hardware Component Firmware . . . . . . . . . 4-40

Reloading Controllers. . . . . . . . . . . . . . . . . . . . . . . . . . 4-41

Backing Up a ProcessLogix Server Hard Drive to Tape . 4-41

Chapter 5

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

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

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

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

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

Windows 2000 Professional Client Installation Scenarios . . . 5-3

Clean Install: Windows 2000 Professional . . . . . . . . . . . 5-3

Upgrade R500.1 Windows 2000 Professional Client

to R510.0 Windows 2000 Professional Client . . . . . . . . . 5-4

Upgrade R400.0 SP2 Windows 2000 Professional Client

to R510.0 Windows 2000 Professional Client . . . . . . . . . 5-5

Upgrade R400.0 SP2 Windows NT 4.0 Client to R510.0

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

Upgrade R320.0 Windows NT 4.0 Client to R510.0

Windows 2000 Professional Client (Clean Install) . . . . . 5-7

Windows XP Professional Client Installation Scenarios . . . . 5-8

Clean Install: Windows XP Professional . . . . . . . . . . . . 5-8

Upgrade R500.1 Windows XP Professional Client to

R510.0 Windows XP Professional Client . . . . . . . . . . . . 5-8

Upgrade R500.1 Windows 2000 Professional Client to

R510.0 Windows XP Professional Client . . . . . . . . . . . . 5-9

Upgrade R400.0 SP2 Windows 2000 Professional Client to

R510.0 Windows XP Professional Client . . . . . . . . . . . . 5-9

Upgrade R400.0 SP2 Windows NT 4.0 Client to R510.0

Windows XP Professional Client (Clean Install) . . . . . . . 5-11

Upgrade R320.0 Windows NT 4.0 Client to R510.0

Windows XP Professional Client (Clean Install) . . . . . . . 5-12

Saving Important Data. . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-13

Networking an Existing Client to a Remote PC . . . . . . . . . . 5-14

Removing Selected R500.1 Components . . . . . . . . . . . . . . . 5-15

Removing Selected R400.0 SP2 Components. . . . . . . . . . . . 5-16

Installing ProcessLogix R510.0 Client Software . . . . . . . . . . 5-18

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

Installing Engineering Tools . . . . . . . . . . . . . . . . . . . . . 5-20

Installing the ProcessLogix Client Software . . . . . . . . . . 5-21

Installing ProcessLogix Update . . . . . . . . . . . . . . . . . . . 5-23

Transferring ProcessLogix Data . . . . . . . . . . . . . . . . . . . . . 5-25

Transferring Data to the R510.0 Client. . . . . . . . . . . . . . 5-25

Restoring ProcessLogix Data. . . . . . . . . . . . . . . . . . . . . 5-26

Finalizing ProcessLogix Client Installation . . . . . . . . . . . . . 5-26

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Additional Redundant Server Procedures

Table of Contents v

Changing Hosts File Entries . . . . . . . . . . . . . . . . . . . . . 5-26

Station Setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 5-29

Creating Emergency Repair Disks . . . . . . . . . . . . . . . . . 5-34

Checking Control Builder Operation and Logging On . . 5-34

Chapter 6

Adding Redundancy to R510.0 Non-Redundant

Server Systems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2

Changing the Computer Name on a ProcessLogix Server 6-2 Completing the ProcessLogix R510.0 Setup on a Redundant

Server Pair . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-2

Changing Hosts File Entries . . . . . . . . . . . . . . . . . . . . . 6-3

Changing TCP/IP address on a Secondary

Server (SERVERB) . . . . . . . . . . . . . . . . . . . . . . . . . . . . 6-5

Changing the ProcessLogix License. . . . . . . . . . . . . . . . 6-5

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

Making Redundant Hardware File Entries . . . . . . . . . . . 6-7

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

Restarting ProcessLogix Services . . . . . . . . . . . . . . . . . . 6-9

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

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

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

Restarting ProcessLogix Services . . . . . . . . . . . . . . . . . . 6-10

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

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. . . . . . . . . . . . . . . . . . . . . . . 6-19

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

Confirming Databases are Synchronized . . . . . . . . . . . . 6-20

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

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

Checking Control Builder Operation and Logging On . . 6-22

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 Installation . . . . . . . . . . . . . . . . . . . . . . . 7-1

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

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

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

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

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

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

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Table of Contents vi

Supplementary Procedures

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

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

Redundant Chassis Firmware Upgrade Precautions . . . . 7-13

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

Updating Firmware in the 1757-ABRIO Module . . . . . . . 7-17

Chapter 8

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

Launching ProcessLogix Knowledge Builder. . . . . . . . . . . . 8-6

SQL Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-7

SQL Status . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-7

Cancelling a Software Component Installation . . . . . . . . . . 8-7

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

Backing Up a ProcessLogix R510.0 Server to Tape. . . . . 8-8

Restoring a ProcessLogix Server System from a

Backup Tape . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-8

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

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

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

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

Making First Time Network Tools Settings. . . . . . . . . . . 8-10

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

Background. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-14

Removing Existing NetShield Installation. . . . . . . . . . . . 8-14

Installing NetShield and Configuring Directories for Scan

Exclusion. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8-15

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

Exporting the Engineering Repository Database . . . . . . 8-17

Removing Selected ProcessLogix R510.0 Components . . 8-18

Removing ProcessLogix R510.0 Server Components. . . . 8-19

Verifying and Finalizing Component Removal . . . . . . . . 8-20

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

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

Reinstalling ProcessLogix R510.0 Components. . . . . . . . 8-22

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

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New Functions and Features

Table of Contents vii

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

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

Adding 1757-PLX52 Controller Redundancy to R510.0

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 . . . . . . . . . . . . . . . . 8-28

Chapter 9

Overview . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-1

ProcessLogix DeviceNet Wizard. . . . . . . . . . . . . . . . . . . . . 9-1

1757-ABRIO Update . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-2

New PLX Function Blocks . . . . . . . . . . . . . . . . . . . . . . . . . 9-2

RSView Connectivity . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9-3

Additional Module Support . . . . . . . . . . . . . . . . . . . . . . . . 9-3

Major ProcessLogix Software Components

Performance and Capacity Specifications

Chapter 10

Major ProcessLogix Engineering Tools Software

Revisions. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10-1

Major ProcessLogix Server Software Revisions . . . . . . . . 10-2

Embedded Software Components . . . . . . . . . . . . . . . . . 10-3

External, Third Party Qualified Software Components . . 10-4

Miscellaneous SCADA Component Revisions. . . . . . . . . 10-6

Chapter 11

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

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

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

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

Client Platform Requirements . . . . . . . . . . . . . . . . . . . . 11-3

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

User Interface Capacity and Performance . . . . . . . . . . . 11-7

Control Builder Considerations . . . . . . . . . . . . . . . . . . . 11-8

Server Redundancy . . . . . . . . . . . . . . . . . . . . . . . . . . . 11-9

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

Server Notifications . . . . . . . . . . . . . . . . . . . . . . . . . . 11-10

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

Controller and Communications Capacity and

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

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

System Communications Load Philosophy and

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

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Table of Contents viii

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

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

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

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

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

I/O Performance and Capacity Specifications . . . . . . . . . . 11-20

PROFIBUS DP Capacity and Topology Specifications. . 11-22

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

FIM Display-related Performance Limits . . . . . . . . . . . 11-24

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

Special Considerations. . . . . . . . . . . . . . . . . . . . . . . . . . . 11-25

Device Control May Generate Nuisance Alarms. . . . . . 11-25

Migration Consideration . . . . . . . . . . . . . . . . . . . . . . . 11-26

ERDB is Master for Configuration Data in R510.0. . . . . 11-26

Possible Loss of Communication with CPM . . . . . . . . . 11-26

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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 R510.0 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 office for more information about training schedules and available trained personnel.

Starting Conditions and Assumptions

You have the following ProcessLogix R510.0 Software Kit, including:

• ProcessLogix R510.0 Base Software CD containing software such as SQL.

• ProcessLogix R510.0 Application Software CD containing ProcessLogix applications software.

• ProcessLogix R510.0 Supplemental Software CD containing Windows Service Packs and additional software

• ProcessLogix R510.0 Knowledge Builder CD containing the latest version of the online documentation.

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

• RSLinx OEM Master (Activation) Disk.

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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. See

Minimum Hardware Requirements, below, for

information about ProcessLogix Server hardware.

• ProcessLogix Client Stations require a Windows 2000 Professional, XP Professional or 2000 Server operating system. See Table 11.B: Client Platform Requirements based on System Configurations on page 11-3 to review the ProcessLogix Client platform requirements.

Minimum Hardware Requirements

Contents of Release

ProcessLogix R510.0 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.

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.

The following software and documentation components are included in the ProcessLogix R510.0 Software/Documentation Kit (1757-SWKIT5000).

Table P.1 ProcessLogix R510.0 Release Components

Release Components Pub/Part Number

ProcessLogix R510.0 Base Software CD

• SQL Server 2000

ProcessLogix R510.0 Application Software CD

• ProcessLogix Engineering Tools

• ProcessLogix Server Software

• RSLinx 2.41

ProcessLogix R510.0 Supplemental Software CD 957824-83

ProcessLogix Knowledge Builder CD 957824-84

957859-46

957824-82

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ProcessLogix R510.0 Installation and Upgrade Guide 957824-79

Preface 3

ProcessLogix Online Help/Knowledge Builder

ProcessLogix online help documentation is included with your ProcessLogix system in browser format through Knowledge Builder. Many of the documents may also be ordered individually through Rockwell Automation in print format, visit us at: www.theautomationbookstore.com

Knowledge Builder provides 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 you 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 R510.0 Installation and Upgrade Guide

The ProcessLogix R510.0 Installation and Upgrade Guide is shipped with a ProcessLogix system and provides:

• procedures for upgrading an R320.0, R400.0 SP2, or R500.1 system to R510.0

• procedures for updating the firmware to R510.0 levels

• procedures for installing the software on a clean PC

• procedures for tasks associated with migrating to redundant

Server and/or redundant Controller architecture.

ProcessLogix R510.0 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

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Preface 4

Removing the Default Startup Screens

Rockwell Automation Support

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

TIP

If this is the first startup since the operating system install, you must 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.

Rockwell Automation provides technical information on the web to assist you in using our products. At http://support.rockwellautomation.com, you can find technical manuals, a knowledge base of FAQs, technical and application notes, sample code and links to software service packs, and a MySupport feature that you can customize to make the best use of these tools.

For an additional level of technical phone support for installation, configuration and troubleshooting, we offer TechConnect Support programs. For more information, contact your local distributor or Rockwell Automation representative, or visit http://support.rockwellautomation.com.

New Product Satisfaction Return

Rockwell tests all of our products to ensure that they are fully operational when shipped from the manufacturing facility. However, if your product is not functioning and needs to be returned:

United States Contact your distributor. You must provide a Customer Support case

number to your distributor in order to complete the return process.

Outside United States

Please contact your local Rockwell Automation representative for return procedure.

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.

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Preface 5

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 /Typ e Representation

click Click left mouse button once. (Assumes cursor is positioned

double-click Click left mouse button twice in quick succession. (Assumes

right-click Click right mouse button once. (Assumes cursor is positioned

drag Press and hold left mouse button while dragging cursor to

select Click to highlight a menu item or list choice. Select Configure Allen-Bradley drivers from the

check/uncheck Click to activate/deactivate a checkbox. Check the Do not show this dialog again

Meaning Example

Click Browse.

on object or selection.)

Double-click the Station icon.

cursor is positioned on object or selection.)

Right-click the AND function block.

on object or selection.)

Drag the PID function block onto the Control new screen location and then release the button. (Assumes cursor is positioned on object or selection to be moved.)

Drawing.

list box.

checkbox.

File ⇒ New

expand Click the + to the left of a given item /folder to show its

<F1> Keys to be pressed are shown in angle brackets. Press <F1> to view the online Help.

<Ctrl>+<C> Keys to be pressed together are shown with a plus sign. Press <Ctrl>+<C> to close the window.

>D:\setup.exe< Data to be typed at prompt or in an entry field. Enter this path location >D:\setup.exe<.

Shows nested menu selections as menu name followed by menu selection.

contents.

Click File ⇒ New to start new drawing.

Expand Local Users and Groups.

Checklists

To use checklists, continue in each section until you are instructed to return to the checklist that led you to the given task. Be sure to review the entire procedure before executing the steps.

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Preface 6

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

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 SP — Service Pack

I/O — Input/Output 1757-SRM or SRM — System Redundancy Module

IOM — Input/Output Module TC-MUX01 — Serial Interface Module

IRQ — Interrupt Request TCP/IP — Transmission Control Protocol/Internet Protocol

SCADA — Supervisory Control and Data Access

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Chapter

ProcessLogix R510.0 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 R510.0 Windows 2000 Windows XP

Professional

Server Professional

Server

Client

(1)

Windows 2000 Server is not recommended as a Client for ProcessLogix R510.0 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 R510.0 Software should be evaluated for compatibility with the Windows 2000 operating system.

Systems designated to run ProcessLogix R510.0 Server software should be Server Class and certified to run the Windows 2000 Server Operating System. page Preface-2.

✔

(1)

✔

Refer to Minimum Hardware Requirements on

✔ ✔

Systems designated to run ProcessLogix R510.0 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.

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1-2 ProcessLogix R510.0 Installation Introduction

ProcessLogix Server Supported Installations

IMPORTANT

If you purchased a new ProcessLogix R510.0 Server from Rockwell Automation, the operating system and ProcessLogix software have already been installed. Do not r einstall the softw are. Refer to the ProcessLogix R510.0 Server Installation Instructions, publication 1757-IN950 shipped with your hardware.

It is strongly recommended that you name your Server properly prior to installing ProcessLogix R510.0 software.

To change the Server name prior to installing ProcessLogix R510.0, 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 R510.0 software. Refer to Changing the Computer Name on a ProcessLogix Server on page 8-16.

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

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ProcessLogix R510.0 Installation Introduction 1-3

ProcessLogix R510.0 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 refer you to the appropriate redundant Server sections.

Table 1.B ProcessLogix R510.0 Server Install Options

Type of Install: Refer to:

Clean Install

The Clean Install is a clean machine installed with ProcessLogix R510.0 Server software. That is, the installation begins with formatting the hard disk and installing Windows 2000 Server.

Upgrade from R500.1, Option 1

1. Backup your data.

2. Complete a clean install.

Upgrade from R500.1, Option 2

1. Backup your data.

2. Uninstall your current ProcessLogix software.

3. Install ProcessLogix R510.0.

Upgrade from R400.0 SP2, Option 1

1. Backup your data.

2. Complete a clean install.

Upgrade from R400.0 SP2, Option 2

1. Backup your data.

2. Uninstall your current ProcessLogix software.

3. Install ProcessLogix R510.0.

Upgrade from R320.0

ProcessLogix R510.0 requires that you replace your R320.0 current installation with new hardware and operating software for the Server.

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

Option 1: Upgrading R500.1 Server to R510.0 - Clean Install on page 4-1.

Option 2: Upgrading R500.1 Server to R510.0 on page 4-2.

Option 1: Upgrading R400.0 SP2 Server to R510.0 - Clean Install on page 4-3.

Option 2: Upgrading R400.0 SP2 Server to R510.0 on page 4-4.

Upgrade R320.0 Server to R510.0 on page 4-5.

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1-4 ProcessLogix R510.0 Installation Introduction

ProcessLogix Client

The ProcessLogix R510.0 Client requires Windows 2000 Professional or XP Professional operating systems. The following table lists the

Supported Installations

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

Table 1.C Selecting a ProcessLogix R510.0 Client Install Options

Step 1: Select an R510.0 Operating System

Step 2: Select a type of install:

Clean Install ProcessLogix Client Installation and

Upgrade from R500.1 Windows XP Professional Client

Upgrade from R500.1 Windows 2000 Professional Client

Windows 2000 Professional Windows XP Professional Windows 2000 Server

Refer to: Refer to: Refer to:

Upgrade Procedures on page 5-1.

N/A Upgrade R500.1 Windows XP

Upgrade R500.1 Windows 2000 Professional Client to R510.0 Windows 2000 Professional Client on page 5-4.

Clean Install: Windows XP Professional on page 5-8.

Professional Client to R510.0 Windows XP Professional Client on page 5-8.

Upgrade R500.1 Windows 2000 Professional Client to R510.0 Windows XP Professional Client on page 5-9.

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

N/A

Upgrade from R400.0 SP2 Windows 2000 Professional Client

Upgrade from R400.0 SP2 Windows NT 4.0 Client

Upgrade from R320.0 Windows NT 4.0 Client

Upgrade R400.0 SP2 Windows 2000 Professional Client to R510.0 Windows 2000 Professional Client on page 5-5.

Upgrade R400.0 SP2 Windows NT

4.0 Client to R510.0 Windows 2000 Professional Client (Clean Install) on page 5-6.

Upgrade R320.0 Windows NT 4.0 Client to R510.0 Windows 2000 Professional Client (Clean Install) on page 5-7.

Upgrade R400.0 SP2 Windows 2000 Professional Client to R510.0 Windows XP Professional Client on page 5-9.

Upgrade R400.0 SP2 Windows NT

4.0 Client to R510.0 Windows XP Professional Client (Clean Install) on page 5-11.

Upgrade R320.0 Windows NT 4.0 Client to R510.0 Windows XP Professional Client (Clean Install) on page 5-12.

N/A

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Chapter

Operating System Installation Procedures

IMPORTANT

(1)

Windows 2000 Server is not recommended as a Client for ProcessLogix R510.0 due to the standard hardware and operating system requirements.

Table 2.A Installing Windows on a Clean PC

For... See Page...

Clean System Windows 2000 Server Installation 2-2

Clean System Windows 2000 Professional Installation 2-11

Clean System Windows XP Professional Installation 2-18

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

• ProcessLogix R510.0 Servers require the Windows 2000 Server operating system.

• ProcessLogix R510.0 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)

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2-2 Operating System Installation Procedures

Clean System Windows 2000 Server Installation

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

IMPORTANT

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

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 R510.0 software. The current required Operating System components are:

• Windows 2000 Server with Windows 2000 Service Pack 4

• Internet Explorer 6.0 SP1

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.

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Operating System Installation Procedures 2-3

This procedure assumes you have:

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

• All supporting ProcessLogix System hardware installed and

connected to the PC.

• A PC that meets specified hardware and software requirements for R510.0.

Refer to Minimum Hardware Requirements in the Preface for more information.

• All manufacturers’ related driver diskettes available to complete the installation.

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, to Starting 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).

skip

You nee d:

• 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.

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2-4 Operating System Installation Procedures

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

2. Click Star t ⇒ Run .

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

4. At the DOS prompt, enter the CD-ROM drive letter (e.g., >D:<)

and press <Enter>.

5. Enter >cd bootdisk< and press <Enter>.

6. Enter >makeboot< and press <Enter>.

7. Enter floppy disk drive letter (e.g., >A<).

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

creating the four floppy disks.

IMPORTANT

9. 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 PC’s 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.

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.

Publication 1757-IN510A-EN-P - October 2003

5. Press <Enter> at the Welcome to Setup window.

IMPORTANT

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

Operating System Installation Procedures 2-5

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

Starting the Windows 2000 Server 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 device listed first.

(Before the floppy or hard disk devices.)

5. Exit the BIOS and save the setting.

6. If prompted, press any key to boot from the CD-ROM.

IMPORTANT

7. Press <Enter> at the Welcome to Setup window.

If your installation requires additional Manufacturer’s Drivers, press <F6> 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, 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.

TIP

Certain PCs 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.

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

7. Press <Enter> to format the partition using the NTFS file system.

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

• The computer automatically restarts. Be sure there is not a disk in the floppy disk drive.

8. At the Welcome to Setup window, click Ne x t .

IMPORTANT

If there is a delay clicking Ne x t , setup continues the installation automatically.

9. Verify the information on the Regional Settings window and click Ne x t .

10. Enter the appropriate Name and Organization and click Ne x t .

11. Enter your Windows 2000 Server Product Key and click Ne x t .

12. Select your Server’s Licensing Mode and click Ne x t .

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Operating System Installation Procedures 2-7

Rockwell Automation recommends selecting the “Per Seat” licensing option.

IMPORTANT

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.

When you purchase a ProcessLogix Client License, a Client Access License for Windows 2000 Server is included.

13. At the Computer Name and Administrator Password window:

a. Enter the Computer Name.

IMPORTANT

It is strongly recommended that you name your Server properly prior to installing ProcessLogix R510.0 software.

Once the ProcessLogix R510.0 software is installed, changing the computer name requires a full uninstall and reinstall of all the ProcessLogix R510.0 software. Refer to Changing the Computer Name on a ProcessLogix Server on page 8-16.

IMPORTANT

PC Naming Rules

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).

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2-8 Operating System Installation Procedures

b. Enter the Administrator password. c. Confirm the password.

IMPORTANT

d. Click Ne x t .

TIP

14. At the Windows 2000 Components window: a. Uncheck the box for the Internet Information Services (IIS).

Only the Accessories and Utilities, Indexing Service, and Script Debugger remain checked.

b. Click Ne x t .

15. At the Date and Time Settings window: a. If necessary, adjust the Date and Time settings. b. Set the appropriate Time Zone for your location. c. Uncheck the Automatically adjust clock for daylight saving

changes option.

d. Click Ne x t .

Be sure to document the Administrator Password. (It is required later in the procedure.) The Administrator 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 R510.0 Software. If any of these components are needed for a custom installation, they can be added later after the installation.

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ATTENTION

If setup has not found a suitable Network Device, you are prompted for installing one. Follow the instructions for adding a manufacturer supplied driver or add the Microsoft Loop Back adapter.

16. Select the Custom Settin gs option and click Ne x t .

Failure to uncheck the Automatic adjustment for Daylight Savings Time causes 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).

Operating System Installation Procedures 2-9

17. At the Networking Components window, select Inte r n et Protocol (TCP/IP) and click Pr op er ties.

18. In the Networking Components Window,

a. Select the Use the following IP address option. b. Enter the appropriate IP address information.

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

Table 2.B Private Networking IP Address scheme

Server Type Suggested Private Networking IP Address

Non-Redundant Server or Primary Redundant Server

Backup Redundant Server NIC 1: 192.168.0.2

NIC 1: 192.168.0.1 NIC 2: 192.168.1.1 NIC 3: 192.168.2.1

NIC 2: 192.168.1.2 NIC 3: 192.168.2.2

c. Enter the Subnet Mask >255.255.255.0<. d. Enter a default gateway if necessary.

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2-10 Operating System Installation Procedures

e. Click OK to return to the Networking Components window.

IMPORTANT

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.

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 is necessary to use valid IP information to integrate the ProcessLogix Control system with the Business Network.

19. Click Ne x t .

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

21. At the Workgroup or Computer Domain window:

a. Select the No , t h i s c o m p u t e r ... option. b. Enter an appropriate WorkGroup Name. c. Click Ne x t .

TIP

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

At this point in the installation, setup finishes installing Windows

2000. The amount of time this takes depends on your hardware configuration.

22. At the Completing the Setup Wizard window, remove the Windows 2000 Server CD and click Fin is h .

The PC restarts.

Clean System Windows 2000 Server Installation is complete. Return to the checklist that led you to this task.

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Operating System Installation Procedures 2-11

Clean System Windows 2000 Professional Installation

Windows 2000 Professional is the preferred Client operating system for ProcessLogix R510.0. The current required operating system components are:

• Windows 2000 Professional with Windows 2000 Service Pack 4

• Internet Explorer 6.0 SP1

The Windows 2000 Professional 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.

Installing Windows 2000 Professional on a New System

This procedure assumes you have:

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

• All supporting ProcessLogix System hardware installed and

connected to the PC.

• A PC that meets specified hardware and software requirements.

See Table 11.B: Client Platform Requirements based on System Configurations on page 11-3 to review the ProcessLogix Client platform requirements.

• All manufacturers’ related driver diskettes available to complete the installation.

TIP

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

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

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2-12 Operating System Installation Procedures

Creating Windows 2000 Professional Boot Floppies

If your system does not support booting from a CD-ROM, follow these instructions to create the required Boot Floppies. Otherwise, to Starting the Windows 2000 Professional Installation from the CD-ROM on page 2-13.

skip

IMPORTANT

You nee d:

• 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 Star t ⇒ Run .

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

Publication 1757-IN510A-EN-P - October 2003

4. At the DOS prompt, enter the CD-ROM drive letter (e.g., >D:<) and press <Enter>.

5. Enter >cd bootdisk< and press <Enter>.

6. Enter >makeboot< and press <Enter>.

7. Enter the letter of your floppy disk drive (e.g., >A<).

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

creating the four floppy disks.

IMPORTANT

Server Boot floppies and Professional Boot floppies are different.

9. Label your floppy disks.

Operating System Installation Procedures 2-13

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

Starting the Windows 2000 Professional Installation from the Boot Floppies

1. With the PC’s 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 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 the Windows 2000 Professional Installation on page 2-14.

Starting the Windows 2000 Professional Installation from the CD-ROM

1. Turn on the PC.

2. Insert the Microsoft Windows 2000 Professional 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

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

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2-14 Operating System Installation Procedures

Completing the Windows 2000 Professional Installation

1. At the Welcome to Setup window, press <Enter>.

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

CD-ROM drive and press <Enter>.

IMPORTANT

If Windows 2000 Setup did not find a suitable installation device, it stops and prompts 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> 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 complete this task.

TIP

Certain PCs 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 format the unpartitioned space later). The minimum partition size required for this installation is 4 Gigabytes.

Publication 1757-IN510A-EN-P - October 2003

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

6. Format the partition using the NTFS file system.

Setup formats the partition. This takes a few minutes to complete.

The computer automatically restarts. Be sure there is not a disk in the floppy disk drive.

7. At the Welcome to Setup window, click Ne x t .

If there is a delay clicking Ne x t , setup continues the installation automatically.

Operating System Installation Procedures 2-15

8. Verify the information on the Regional Settings window and click Ne x t .

9. Enter the appropriate Name and Organization name and click Ne x t .

10. Enter your Windows 2000 Professional Product Key and click Ne x t .

11. At the Computer Name and Administrator Password window:

a. Enter the Computer Name.

IMPORTANT

b. Enter the Administrator password. c. Confirm the password.

IMPORTANT

d. Click Ne x t .

12. At the Date and Time Settings window:

a. If necessary, adjust the Date and Time settings. b. Set the appropriate Time Zone for your location. c. Uncheck the Automatically adjust clock for daylight saving

changes option.

d. Click Ne x t .

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).

Be sure to document the Administrator password, it is required later in the procedure. The Administrator account and password gives a user full access to the system. Care should be taken to who has access to this information.

ATTENTION

13. If setup has not found a suitable Network Device, you are

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

Failure to uncheck the Automatic adjustment for Daylight Savings Time causes Redundant Systems to lose “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).

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2-16 Operating System Installation Procedures

14. Select the Custom settings option and click Ne x t .

15. At the Networking Components window, select Inte r n et Protocol (TCP/IP) and click Pr operties.

16. In the Networking Components Window:

a. Select the Use the following IP address option. b. Enter the appropriate IP address information.

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

Table 2.C Private Networking IP Address scheme

PC Type Suggested Private Networking IP Address

Client 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)

c. Enter the Subnet Mask of >255.255.255.0<. d. Enter a default gateway, if necessary.

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Operating System Installation Procedures 2-17

e. Click OK to return to the Networking Components window.

IMPORTANT

17. Click Ne x t .

18. Repeat steps 15-16 for additional network cards.

19. At the Workgroup or Computer Domain window:

a. Select the No , t h is co m p u te r … option. b. Enter an appropriate Workgroup name. c. Click Ne x t .

TIP

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

At this point in the installation, Setup finishes installing Windows

2000. This takes some time depending on your hardware configuration.

20. At the Completing the Setup Wizard window, remove the Windows 2000 Professional CD and click Fin is h .

The PC restarts.

21. If a Network Identification wizard opens, click Can ce l.

Clean System Windows 2000 Professional Installation is complete. Return to the checklist that led you to this task.

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2-18 Operating System Installation Procedures

Clean System Windows XP Professional Installation

Windows XP Professional is available as a Client operating system for ProcessLogix R510.0. The Windows XP Professional software and Internet Explorer are licensed products of Microsoft Corporation. A copy of Internet Explorer is included on the ProcessLogix Knowledge Builder CD for your convenience.

Installing Windows XP Professional on a New System

This procedure assumes you have:

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

• All supporting ProcessLogix System hardware installed and

connected to the PC.

• A PC that meets specified hardware and software requirements.

See Table 11.B: Client Platform Requirements based on System Configurations on page 11-3 to review the ProcessLogix Client platform requirements.

• All manufacturers’ related driver diskettes available to complete the installation.

IMPORTANT

TIP

For ProcessLogix Client software to operate correctly, Windows XP MUST be installed to C:\winnt.

If you received your PC from the manufacturer with Windows XP Professional pre-installed, you must confirm that the install was to C:\winnt. If Windows XP was installed to C:\winnt, Explorer 6.0 SP1 Installation on page 2-33. If Windows XP was not installed to C:\winnt, you must complete a clean Windows XP install. with Starting the Windows XP Installation from the CD-ROM on page 2-19.

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

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

skip to Internet

Continue

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Operating System Installation Procedures 2-19

Starting the Windows XP Installation from the CD-ROM

TIP

If you are performing a clean XP installation, steps 1–4 must be completed on a different PC.

1. Insert the ProcessLogix R510.0 Supplemental Software CD into the CD-ROM drive.

2. Insert a blank disk into the PC’s floppy drive.

3. Using Windows Explorer, copy the WinXP Install\winnt.sif file

from the ProcessLogix R510.0 Supplemental CD to the blank floppy.

4. Remove the floppy disk.

5. Insert the floppy disk into the PC where XP is to be installed.

6. Turn on the PC.

7. Insert the Microsoft Windows XP Professional CD into the

CD-ROM drive.

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

9. Verify that the Boot Priority has the CD-ROM device listed first.

(Before the floppy or hard disk devices.)

10. Exit the BIOS and save the setting.

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

IMPORTANT

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

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2-20 Operating System Installation Procedures

Completing the Windows XP Professional Installation

1. Press <Enter> at the Welcome to Setup Window.

IMPORTANT

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

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

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

Windows XP.

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.

TIP

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

6. Press <Enter> to set up Windows XP on the Unpartitioned space.

7. Press <Enter> to format the partition using the NTFS file system.

Setup formats the partition. This takes a few minutes to complete.

The computer automatically restarts. Be sure there is not a disk in the floppy disk drive.

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Operating System Installation Procedures 2-21

8. If necessary, select the I accept this agreement option and click Ne x t .

9. Verify the information on the Regional and Language Options window and click Ne x t .

10. Enter the appropriate Name and Organization and click Ne x t .

11. Enter your Windows XP Professional Product Key and click Ne x t .

12. At the Computer Name and Administrator Password window:

a. Enter the Computer Name.

IMPORTANT

b. Enter the Administrator password. c. Confirm the password.

IMPORTANT

d. Click Ne x t .

13. At the Date and Time Settings window:

a. If necessary, adjust the Date and Time settings. b. Set the appropriate Time Zone for your location. c. Uncheck the Automatically adjust clock for daylight saving

changes checkbox.

d. Click Ne x t .

ATTENTION

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2-22 Operating System Installation Procedures

TIP

If setup has not found a suitable Network Device, you are prompted for installing one. Follow the instructions for adding a manufacturer supplied driver or add the Microsoft Loop Back adapter.

14. Select the Custom settings option and click Ne x t .

15. At the Networking Components window, select Inte r n et Protocol (TCP/IP) and click Pr operties.

16. In the Internet Protocol (TCP/IP) Properties window:

a. Select the Use the following IP address option. b. Enter the appropriate IP address information.

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

Table 2.D Private Networking IP Address scheme

PC Type Suggested Private Networking IP Address

Client 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)

c. Enter the Subnet Mask >255.255.255.0<. d. Enter a default gateway if necessary. e. Click OK to return to the Networking Components window.

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Operating System Installation Procedures 2-23

IMPORTANT

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.

17. Click Ne x t .

18. Repeat steps 15-17 for additional network cards.

19. At the Workgroup or Computer Domain window:

a. Select the No , t h is co m p u te r … option. b. Enter an appropriate workgroup Name. c. Click Ne x t .

TIP

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

Setup finishes installing Windows XP. This takes some time depending on your hardware configuration. The PC automatically restarts.

20. If a Display Settings prompt appears, click OK , then click OK at the Monitor Settings prompt.

21. At the Welcome to Microsoft Windows window, click Ne x t .

22. At the How will this computer connect to the internet window, click Skip.

IMPORTANT

Microsoft Windows XP Professional must be registered with the Microsoft Corporation, but registration is not required at this time. We recommend that you skip this step by answering No to the activation and registration wizard.

Consult your company’s practices and IT organization to determine proper license acquisition.

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2-24 Operating System Installation Procedures

23. To skip the Windows Registration, select the No, not at this time option and click Ne x t .

24. At the Who will use this computer? window, enter >xptemp< into the Your name field and click Ne x t .

25. At the Thank You! window, remove the Windows XP Professional CD and click Fin is h to start Windows XP.

26. Click Star t, right-click the My Computer icon and select Man age .

27. Expand Local Users and Groups.

28. Click the Us er s folder.

29. Right-click >xptemp< and select Delete.

30. Click Ye s to confirm.

Upgrading Windows 2000 Professional to XP Professional

31. Close the Computer Management window.

Windows XP Professional installation is complete. Return to the checklist that led you to this task.

1. Insert the Windows XP Professional CD into the CD-ROM drive.

The Auto-Run capability should start the application automatically. If it does not, do the following:

a. Click Star t ⇒ Run . b. Enter this path or Br ow se to:

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

c. Click OK.

2. At the Welcome to Microsoft Windows XP window, click Ins tal l Window s XP.

3. At the Welcome to Windows Setup window, select Up gr ad e (Recommended) from the drop-down list and click Ne x t .

Publication 1757-IN510A-EN-P - October 2003

4. Select the I accept this agreement option and click Ne x t .

5. Enter your Windows XP Professional Product Key and click Ne x t .

Operating System Installation Procedures 2-25

6. Select the No, skip this step and continue installing Window s option and click Ne x t .

After automatically restarting, the installation cycles through the following:

• Preparing Installation

• Installing Windows

• Finalizing Installation

This may take 30-60 minutes to complete. When completed, the system automatically restarts.

7. At the Welcome to Microsoft Windows window, click Ne x t .

IMPORTANT

Consult your company’s practices and IT organization to determine proper license acquisition.

8. To skip the Windows Registration Wizard, select the No , n o t a t this time option and click Ne x t .

9. Click Fi n ish to start Windows XP.

Upgrading Windows 2000 Professional to XP Professional is complete. Return to the checklist that led you to this task.

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2-26 Operating System Installation Procedures

Creating the ProcessLogix User Accounts

Table 2.E User Account Details

Username Full name

ps_user Process User ProcessLogix

(1)

erserver

(1)

The erserver account is only necessary on ProcessLogix Servers.

(2)

This field may be left blank.

(3)

For security reasons, it is recommended that you create a more complex ps_user password after the ProcessLogix installation is complete.

(4)

The confirm password must be lowercase.

erserver Engineering

You must create a Process User account to be used to complete the ProcessLogix R510.0 Software installation. Follow the steps below to create the ps_user and erserver accounts.

If you have a redundant Server pair, you must complete this procedure on both SERVERA and SERVERB.

IMPORTANT

All R510.0 Systems are required to use the ps_user account. This is a change from R320.0, where most systems used the plx_user account.

Unless otherwise noted, all subsequent software installs should be performed with the ps_user account logged on to the system.

TIP

If this is the first time starting up since the Windows 2000 operating system install, it is necessary to remove the default startup screens.

Refer to Removing the Default Startup Screens on page P-4.

Description

System Administrator

Repository Server

(2)

Password Confirm Password Member of

password

erserver

(3)

(4)

password

erserver

(3)

(4)

Administrators Users

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Creating the ps_user and erserver accounts

1. If using Windows XP, click Star t.

1. Right-click the My Computer icon and select Man age.

2. Expand Local Users and Groups.

3. Click the Users folder.

4. Click Action ⇒ Ne w Us e r .

5. Enter the appropriate information for ps_user from table

Table 2.E on page 2-26.

Operating System Installation Procedures 2-27

6. Uncheck the User must change password at nex t logon checkbox.

7. Check ONLY the Passwor d never ex pires checkbox.

8. Click Cr eate.

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

erserver account.

10. Click Clo se.

11. Double-click the ps_user account.

12. On the Member of tab, click Add.

13. In Windows 2000, under Name, click on Administrators and

click Add. In Windows XP, type Administrators in the object name field.

14. Click OK.

15. Click Apply.

16. Close the user properties window.

17. On ProcessLogix Servers, repeat steps 11 through 16 for the

erserver account.

18. Close the Computer Management window.

Creating the ProcessLogix User Accounts is complete. Return to the checklist that led you to this task.

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2-28 Operating System Installation Procedures

Modifying Windows XP

If upgrading from an R500.1 Windows XP Client, skip to step 12.

If you have a redundant Server pair, you must complete this procedure on both SERVERA and SERVERB.

1. Logon to Windows XP Professional as ps_user or Process User.

2. Click Star t ⇒ Con tr ol Pa nel.

3. Click Us er Acc ou n ts .

4. Click Change the way users Log on or off.

5. Uncheck the Use the Welcome screen checkbox and click Apply Option s.

6. Close all windows, restart the PC and logon as ps_user.

7. Right-click in the taskbar and select Properties.

8. On the Start Menu tab, select Classic Start Menu and click OK .

9. Click Star t ⇒ Settin gs ⇒ Control Panel.

10. Click Switch to Classic View.

11. Close the Control Panel window.

12. Open Windows Explorer.

13. Right-click the CD-ROM drive and select Pr oper ties.

14. On the AutoPlay tab, in the drop-down list, select Pictur es.

15. Select Select an action to per for m and select Ta k e n o a ct i o n .

16. In the drop-down list, select Mix e d c o n te n t.

17. Select Select an action to per for m and select Ta k e n o a ct i o n .

18. Click OK and close Windows Explorer.

19. Click Start ⇒ Shut Dow n.

20. In the drop-down list, select Lo g o f f p s _u s e r and click OK.

Modifying Windows XP is complete. Return to the checklist that led you to this task.

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Operating System Installation Procedures 2-29

Windows 2000 Service Pack 4 Installation

Checking for Windows 2000 Service Pack 4

Complete the following steps to determine whether the source CDs included SP4. If you have a redundant Server pair, you must complete this procedure on both SERVERA and SERVERB.

1. Logon to the system.

TIP

2. Click Star t ⇒ Run .

3. Enter >winver< and press <Enter>.

4. In the About Windows window, look to see if the following line

appears: Version 5.0 (Build 2195: Service Pack 4).

• If the line appears as shown, click OK and return to the checklist that led you to this task.

If this is the first time starting up since the Windows 2000 operating system install, it is necessary to remove the default startup screens. to Removing the Default Startup Screens on page P-4.

Refer

• If the line does not say Service Pack 4, click OK and continue

Installing Windows 2000 Service Pack 4 on page 2-30.

with

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2-30 Operating System Installation Procedures

Installing Windows 2000 Service Pack 4

If you have a redundant Server pair, you must complete this procedure on both SERVERA and SERVERB.

1. If necessary, logon to the system.

TIP

If this is the first time starting up since the Windows 2000 operating system install, it is necessary to remove the default startup screens.

Refer to Removing the Default Startup Screens on page P-4.

2. Insert the ProcessLogix R510.0 Supplemental Software CD into the CD-ROM drive.

3. Click Star t ⇒ Run .

4. Enter this path or Br ow se to:

>D:(or your CD-ROM drive letter)\Win2k_SP4\W2KSP4_EN.EXE<

5. Click OK to launch the Service Pack 4 setup application.

6. At the Welcome window, click Ne x t .

7. Select the I Agr ee option and click Ne x t .

8. Select the Ar chive Files option and click Ne x t .

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9. At the Completing the Windows 2000 Service Pack 4 window, click Fin is h.

The system automatically restarts.

10. Logon to the system.

11. Click Star t ⇒ Settings ⇒ Control Panel.

12. Double-click Automatic Updates.

13. Uncheck the Keep my computer up to date checkbox and click OK.

14. Close the Control Panel window.

The Windows 2000 Service Pack 4 installation is complete. Return to the checklist that led you to this task.

Operating System Installation Procedures 2-31

Windows Security Hotfix Installation

All systems are required to install the Windows Security Hotfix.

Installing Windows 2000 Security Hotfix

If your system has Windows XP, skip to Installing Windows XP Security Hotfix on page 2-32.

If you have a redundant Server pair, you must complete this procedure on both SERVERA and SERVERB.

1. If necessary, logon to the system.

TIP

2. If necessary, insert the ProcessLogix R510.0 Supplemental Software CD into the CD-ROM drive.

If this is the first time starting up since the Windows 2000 operating system install, it is necessary to remove the default startup screens. to Removing the Default Startup Screens on page P-4.

Refer

3. Click Star t ⇒ Run .

4. Enter this path or Br ow se to:

>D:(or your CD-ROM drive letter)\Win2k_Security_Hotfix_824146\ Windows2000-KB824146-x86-ENU.exe<

5. Click OK to launch the setup application.

6. At the Welcome window, click Ne x t .

7. Select the I Agr ee option and click Ne x t .

8. At the Completing the Windows 2000 KB824146 Setup Wizard

window, click Fin is h .

The system automatically restarts.

The Windows 2000 Security Hotfix installation is complete. Return to the checklist that led you to this task.

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2-32 Operating System Installation Procedures

Installing Windows XP Security Hotfix

1. If necessary, logon to the system.

2. Insert the ProcessLogix R510.0 Supplemental Software CD into

the CD-ROM drive.

3. Click Star t ⇒ Run .

4. Enter this path or Br ow se to:

>D:(or your CD-ROM drive letter)\WinXP_Security_Hotfix_824146\ WindowsXP-KB824146-x86-ENU.exe<

5. Click OK to launch the setup application.

6. At the Welcome window, click Ne x t .

7. Select the I Agr ee option and click Ne x t .

8. At the Completing the Windows XP KB824146 Setup Wizard

window, click Fin is h .

The system should automatically restart. If it does not, restart the PC manually.

The Windows XP Security Hotfix installation is complete. Return to the checklist that led you to this task.

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Operating System Installation Procedures 2-33

Internet Explorer 6.0 SP1 Installation

Checking the Internet Explorer Version

All systems are required to use Internet Explorer 6.0 SP1. Complete the following steps to determine the version of Internet Explorer that is installed. If you have a redundant Server pair, you must complete this procedure on both SERVERA and SERVERB.

1. If necessary, logon to the system.

TIP

2. Start Internet Explorer.

IMPORTANT

If this is the first time starting up since the Windows 2000 operating system install, it is necessary to remove the default startup screens.

Refer to Removing the Default Startup Screens on page P-4.

If this is the first time running Internet Explorer on Windows 2000, the Internet Connection Wizard opens.

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

Fill in the appropriate information if known, otherwise follow the steps listed here:

a. Select the I want to setup my Internet connection

manually option and click Next.

b. Select the I connect through a local area network

(LAN) option and click Next.

c. Click Next at the local area network internet

configuration window.

d. Select the No option for setting up an Internet Mail

Account and click Next.

e. Click Finish. f. If you do not have an Internet connection, you receive an

error attempting to download the page. Click Work Offline.

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2-34 Operating System Installation Procedures

IMPORTANT

If this is the first time running Internet Explorer on Windows XP, you are prompted with the New Connection Wizard.

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

Fill in the appropriate information if known, otherwise follow the steps listed here:

a. Click Cancel on the Location Information Window.

b. Click Yes to confirm.

c. Click Cancel at the New Connection Wizard window.

d. Start Internet Explorer.

3. Click He l p ⇒ About Inter n et Explor er.

4. Check to see the Version information:

• If the version is 6.0 and the service pack is SP1, click OK , close Internet Explorer and return to the checklist that led you to this task.

• If the version is less than 6.0 or the service pack is not SP1, click OK, close Internet Explorer and continue with

Installing Internet

Explorer 6.0 SP1 on page 2-35.

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Operating System Installation Procedures 2-35

Installing Internet Explorer 6.0 SP1

All systems are required to use Internet Explorer 6.0 SP1. Complete the following steps to install Internet Explorer 6.0 SP1. If you have a redundant Server pair, you must complete this procedure on both

SERVERA and SERVERB.

1. If necessary, logon to the system.

TIP

If this is the first time starting up since the Windows 2000 operating system install, it is necessary to remove the default startup screens.

Refer to Removing the Default Startup Screens on page P-4.

2. Insert the ProcessLogix R510.0 Knowledge Builder CD into the CD-ROM drive.

3. Click Star t ⇒ Run .

4. Enter this path or Br ow se to:

>D:(or your CD-ROM drive letter)\IE6_SP1\IE6Setup.exe<

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

6. Select the I accept the agreement option and click Ne x t .

7. At the Windows Update: Internet Explorer window, click Ne x t .

8. Click Fi ni sh .

The system automatically restarts.

TIP

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

Internet Explorer 6.0 SP1 Installation is complete. Return to the checklist that led you to this task.

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2-36 Operating System Installation Procedures

Updating Windows Installer

All Windows 2000 systems are required to install the Windows Installer update. Complete the following steps to install the Windows Installer update. If you have a redundant Server pair, you must complete this procedure on both SERVERA and SERVERB.

IMPORTANT

1. If necessary, logon to the system.

TIP

2. Insert the ProcessLogix R510.0 Base CD in the CD-ROM drive.

3. Click Star t ⇒ Run .

4. Enter this path or Br ow se to:

>D:(or your CD-ROM drive letter)\Process Product\instmsiw.exe<

If using Windows XP Professional, do not complete this update as Windows XP Professional has the most recent update for the Windows Installer.

If this is the first time starting up since the Windows 2000 operating system install, it is necessary to remove the default startup screens. to Removing the Default Startup Screens on page P-4.

Refer

5. Click OK .

6. If a Specified service already exists error appears, Windows

Installer is already up to date, click OK and return to the checklist that led you to this task. Otherwise, click OK at the Windows Installer Setup completed successfully dialog box.

7. Click No (Do not restart the system at this time.).

8. Wait for installation operations to complete.

9. Close all applications.

10. Restart the PC.

Updating Windows Installer is complete. Return to the checklist that led you to this task.

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Operating System Installation Procedures 2-37

Updating ISScript

All systems are required to install the ISScript update. Complete the following steps to install the ISScript update. If you have a redundant Server pair, you must complete this procedure on both SERVERA and

SERVERB.

1. If necessary, logon to the system.

2. If necessary, insert the ProcessLogix R510.0 Base CD in the

CD-ROM drive.

3. Click Star t ⇒ Run .

TIP

4. Enter this path or Br ow se to:

>D:(or your CD-ROM drive letter)\Process Product\ISScript8.msi<

5. Click OK .

6. At the ISScript InstallShield Wizard window, click Ne x t .

In the next step, if browsing, select All Files in the Files of type drop-down list.

7. Select the I accept th e terms option and click Ne x t .

8. At the Ready to Install window, click In st a ll.

9. At the InstallShield Wizard Completed window, click Fin ish .

10. Restart the PC.

Updating ISScript is complete. Return to the checklist that led you to this task.

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2-38 Operating System Installation Procedures

Additional Operating System Customization Procedures

All procedures in this section assume that you are logged onto the system with Administrator access. If you have a redundant Server pair, you must complete this procedure on both SERVERA and SERVERB.

Adjusting the Video Settings

The system applications and displays have been optimized to be displayed at a resolution of 1024 by 768 or 1280 by 1024, with 65K color (High Color, 16 bit). Utilizing any other setting produces anomalies in some displays. Complete the following steps to set the Video Settings:

1. Right-click the desktop and select Pr ope rties.

2. On the Settings tab, click Advanced in the lower-right side of

the window.

3. If you are using Windows 2000, confirm that on the General Tab, the Display Font size is set to Small Fonts. If you are using Windows XP, confirm the DPI setting is Normal size (96 DPI).

4. Click the Adap ter tab.

5. Click Li s t A l l Mo d e s .

6. Select one of the settings entitled 1024 by 768, or 1280 by 1024,

High Color (16 bit).

You should select a refresh rate (listed in Hertz) at the maximum the monitor can handle. For Example, 1024 by 768, High Color (16 bit), 75 Hertz. Click OK after your selection.

7. Click Apply.

At this point the setting is applied.

8. Click OK .

9. Click Ye s to keep your setting.

If nothing appears or you are unable to see the screen, the previous mode is reset after 15 seconds. Repeat steps reset the mode to a lower Hertz setting.

5–9 to

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10. Click OK to close the Advanced adapter properties Window.

11. Click OK to close the Display Properties window.

Operating System Installation Procedures 2-39

Setting Up Additional Drivers

The Microsoft Windows 2000 or XP Operating System CDs used to complete an installation contain a finite set of drivers for the most common hardware items at the time of release. Rockwell Automation considers this set to be the “base” set of drivers. Manufacturers update their drivers to fix anomalies or provide additional features.

Third Party Platforms

Rockwell Automation recommends that you check your PC Supplier for driver/software updates pertaining to running the Windows 2000 or XP 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 settings required for optimum ProcessLogix R510.0 software operation.

IMPORTANT

Table 2.F Required System Settings for ProcessLogix R510.0 Software

Function Required Setting Value

Dynamic Host Configuration Protocol (DHCP) IP Addressing

View Options Windows Explorer

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.

1. Open Windows Explorer

2. Click Too ls ⇒ Folder Options.

3. On the View tab, select the Choose the Show hidden files and folders option.

4. Uncheck the Hide extensions for known file types checkbox.

5. Repeat for each user.

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

Virtual Memory The default Virtual Memory settings are typically appropriate for ProcessLogix installation. After the

ProcessLogix installation is complete, navigate in Knowledge Builder to Server and Client Installation

⇒

Guide

Preparing to Install

⇒

Configuring Virtual Memory for more information.

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2-40 Operating System Installation Procedures

Creating Emergency Repair

After all installations are completed and all drivers are installed, you need to create your Emergency Repair Disks.

Disks

Windows 2000

Complete the following Steps to create emergency repair disks for your Windows 2000 installation. If you have a redundant Server pair, you must complete this procedure on both SERVERA and SERVERB.

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

2. Click Star t ⇒ Pro gr am s ⇒ Accessor ies ⇒ System Tools ⇒ Backu p.

3. Click Em e r g e n c y Re p ai r Di s k .

An Emergency Repair Diskette window opens.

4. Check the Also back up th e r egistry to the repair directory checkbox and click OK.

5. When finished, click OK .

6. Repeat Steps 1–5 with another blank formatted diskette.

7. Click Job ⇒ Ex i t .

8. Store the two diskettes in different places to protect against

damage to the diskettes.

Windows XP

Complete the following steps to create recovery disks for your Windows XP installation.

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

2. Click Star t ⇒ Pr ogr am s ⇒ Accessor ies ⇒ System Tools ⇒ Backu p.

3. If the Backup or Restore Wizard opens, click Adv an ced Mode.

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4. Click Automated System Recover y Wizar d.

5. Click Ne x t .

Operating System Installation Procedures 2-41

6. Enter a backup media or file name and click Ne x t .

7. Click Fi ni sh .

8. Repeat Steps 1–7 with another blank formatted diskette.

9. Click Job ⇒ Ex i t .

10. Store the two diskettes in different places to protect against

damage to the diskettes.

Creating Emergency Repair Disks is complete. Return to the checklist that led you to this task.

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2-42 Operating System Installation Procedures

Publication 1757-IN510A-EN-P - October 2003

Chapter

ProcessLogix Server Installation Procedures

ProcessLogix Software Installation on a Clean PC

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

IMPORTANT

The following table lists the items that you MUST complete 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 on SERVERB.

Table 3.A ProcessLogix Software Installation on a Clean PC

Step Item Page

✔

If you purchased a new ProcessLogix R510.0 Server from Rockwell Automation, the operating system and ProcessLogix software have already been installed. Do not reinstall the software. Refer to the ProcessLogix R510.0 Server Installation Instructions, publication 1757-IN951 shipped with your hardware.

Clean System Windows 2000 Server Installation 2-2

Creating the ProcessLogix User Accounts 2-26

Windows 2000 Service Pack 4 Installation 2-29

Windows Security Hotfix Installation 2-31

Internet Explorer 6.0 SP1 Installation 2-33

Updating Windows Installer 2-36

Updating ISScript 2-37

Additional Operating System Customization Procedures 2-38

Creating Emergency Repair Disks 2-40

10.

11.

12.

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1784-PCIC Driver Installation 7-1

Installing ProcessLogix R510.0 Software 3-2

Moving the RSLinx Activation File 3-14

3-2 ProcessLogix Server Installation Procedures

Table 3.A ProcessLogix Software Installation on a Clean PC

Step Item Page

✔

13.

14.

IMPORTANT

Configuring RSLinx Drivers for ControlNet Supervisory Network or Configuring RSLinx Drivers for Ethernet Supervisory Network

Completing the ProcessLogix R510.0 Setup on a Redundant Server Pair or Completing the ProcessLogix R510.0 Install on a Non-Redundant Server

3-19

PC Naming Requirements

Before installing ProcessLogix R510.0, you must verify that your computer name follows the PC naming requirements.

Refer to PC Naming Rules on

page 2-7.

It is strongly recommended that you name your Server properly prior to installing ProcessLogix R510.0 software.

To change the Server name prior to installing ProcessLogix R510.0, follow the procedures in Changing the Computer Name on a ProcessLogix Client on page 8-23.

3-16

6-2

3-20

Installing ProcessLogix R510.0 Software

Complete the following steps to install these ProcessLogix software components in succession.

• SQL Server

• Knowledge Builder

• RSLinx OEM 2.31 (Build 10)

• Engineering Tools

• Client/Server (Display Builder, Station, Server, etc.)

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ProcessLogix Server Installation Procedures 3-3

Special Considerations

Table 3.B Special Considerations when Installing ProcessLogix R510.0 Software

Special Consideration Description

Redundant Servers Directory Structures

R500.1 References If at any time, during installation of R510.0, you see a reference to R500.1, this is expected because

Using Microsoft Excel Data Exchange

McAfee NetShield If your system has McAfee NetShield software you must disable virus scanning before installing

If you have a redundant Server pair, you must install software on SERVERA first. Then complete the software installation process again on SERVERB. You must install the ProcessLogix Server on the same partition on both the Primary and Secondary Servers and ensure 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 Secondary 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.

R510.0 is a point release of R500.1.

If you plan to use Microsoft Excel Data Exchange, Microsoft Excel must be installed before installing ProcessLogix. Prior to the ProcessLogix installation, it is mandatory that the Excel macro security level is set to Medium. To change the security level for macro virus protection in Excel:

1. On the Tools menu, click Macro, then click Security.

2. On the Security Level tab, select Medium and click OK.

3. Close Excel.

ProcessLogix components. After the ProcessLogix installation is complete, refer to Installing and Running NetShield with ProcessLogix on page 8-13. Pay attention to instructions regarding the configuring of virus-scan exclusion directories. You can re-enable NetShield after the ProcessLogix installation is complete. If the message “Dr. Watson has been installed as default application debugger,” appears during software installation, click OK.

1. Restart the PC.

ATTENTION

It is required that you restart the PC before the ProcessLogix installation can begin. Do n ot

continue with the ProcessLogix installation until you have restarted your system.

2. Logon as ps_user.

IMPORTANT

3. Close any running applications.

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

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

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3-4 ProcessLogix Server Installation Procedures

Installing ProcessLogix Product

1. Insert the ProcessLogix R510.0 Base Software CD into the CD-ROM drive.

2. Click Star t ⇒ Run .

3. Enter this path or Br ow se to:

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

4. Click OK to launch the software setup application.

5. Select the ProcessLogix Server option and click Ne x t .

IMPORTANT

6. At the Before installing window, click Yes.

7. At the Product Selection Completed window, click Con tin ue.

You must have either a PCIC or Ethernet card installed in your ProcessLogix Server to install R510.0.

Installing SQL Server

IMPORTANT

If SQL Server version 7.0 is present on the machine, the following appears:

“If for any reason you do not want your SQL version updated, click Abort.”

Click OK to continue. Clicking Abort terminates the entire ProcessLogix installation.

If at any time during the SQL install you see a Windows File Protection window, click Can ce l then click Yes to keep the file versions.

Publication 1757-IN510A-EN-P - October 2003

1. The SQL Setup Installation Application automatically starts.

Status messages indicate progress, but no user interaction is required. This takes 4–7 minutes to complete.

ProcessLogix Server Installation Procedures 3-5

2. When the following dialog opens, click OK to restart the PC.

A System Shutdown warning opens and closes. After the restart, installation automatically continues.

Normally, no actions are necessary on your part. Do not press any keys, buttons, etc. during shutdown and restart. However, if the system displays the logon window for more than about ten (10) seconds, logon as ps_user.

TIP

Upon restarting the system, you may receive:

• a message that a service failed to start. If you receive this message, click OK.

• an notcli.exe – Unable to Locate DLL prompt. This is normal at this stage and can be ignored. Click OK to close the prompt.

ProcessLogix installation resumes automatically. It is possible for ProcessLogix installation to be delayed for several minutes before resuming.

3. SQL Service Pack 2 installation automatically starts.

Status messages indicate progress, but no user interaction is required. This takes 2 to 6 minutes to complete.

TIP

If a Q323875 window opens, click Yes to all to overwrite old files.

When the SQL install is complete, the ProcessLogix R510.0 Base Software CD ejects.

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3-6 ProcessLogix Server Installation Procedures

Installing Knowledge Builder

ATTENTION

Do not click No in the next step. Clicking No aborts the entire ProcessLogix installation.

1. Insert the ProcessLogix R510.0 Knowledge Builder CD into the CD-ROM drive and click Yes.

Installing Adobe Acrobat

Adobe Acrobat Reader 4.05 is required to view *.pdf files contained in Knowledge Builder. Follow these steps to install Acrobat Reader 4.05. If Adobe Acrobat is already installed, the install will automatically continue with

Installing Knowledge Builder Components, below.

2. At the Acrobat Reader 4.05 Setup window, click Ne x t .

3. At the Choose Destination Location window, click Ne x t .

4. Click OK .

Installing Knowledge Builder Components

5. At the Knowledge Builder Welcome window, click Ne x t .

6. Click Ye s to accept the license agreement.

7. Select the KB Full option and click Ne x t .

For additional information on KB install types, refer to Installing Knowledge Builder Components on page 8-5.

8. Click Select All and click Ne x t .

9. At the Server selection window, click Ne x t to accept the default

directory for Knowledge Builder.

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ProcessLogix Server Installation Procedures 3-7

10. At the Start Copy window, click Ne x t .

11. At the Installation completed window, click Fi n ish .

The KB_update executes. No user interaction is required.

When the Knowledge Builder install is complete, the ProcessLogix R510.0 Knowledge Builder CD ejects.

Installing RSLinx

ATTENTION

Do not click No in the next step. Clicking No aborts the entire ProcessLogix installation.

1. Insert the ProcessLogix R510.0 Application Software CD into the CD-ROM drive and click Yes.

2. At the RSLinx Welcome window, click Ne x t .

3. Select the I accept th e terms option and click Ne x t .

4. Enter the User Name and Organization to whom the RSLinx package is registered, and click Ne x t .

5. At the Standard Setup window, click Ne x t .

6. At the Ready to Install window, click In st a ll.

7. At the If you have a previous Backup message window, click OK.

8. At the InstallShield Wizard Completed window, click Fin ish .

9. After reviewing, close the Release Notes window.

10. At the ProcessLogix Installation window, click OK to restart the

PC.

A System Shutdown warning opens and closes. After restart, installation automatically continues.

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3-8 ProcessLogix Server Installation Procedures

Installing Engineering Tools

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

TIP

2. At the Installation Complete window, click Fin is h .

Command windows open during Engineering Tools installation. These windows close automatically.

Installing Active X Components

1. Click OK to acknowledge the change directory warning.

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

3. Verify that the Directory is:

C:\Honeywell\TPS50\System\bin.

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4. Click the PC icon install button.

5. At the Setup complete window, click OK.

ProcessLogix Server Installation Procedures 3-9

Installing the ProcessLogix Server

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

2. At the Choose Setup Type window, click Pr ocessLogix Ser ver setup (desktop PC icon).

3. At the Enter License window, enter the System number and

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

TIP

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

4. At the Choose ProcessLogix Server Options window, select Microsoft Excel Data Exchange and/or Network API and click Ne x t .

TIP

In steps 5–12 below, you MUST NOT change the directory names from their defaults. If you do change directory names, the ProcessLogix system may not operate properly.

If you see a Directory Already Exists window, click

Yes.

5. Click Ne x t to accept the default directory for the Server

Software.

6. Click Ne x t to accept the default directory for the Client Software.

7. Click Ne x t to accept the default directory for the Display Search Path.

8. Click Ne x t to accept the default directory for the ProcessLogix Software.

9. If the Specify Microsoft Excel Directory window opens, click Ne x t . Otherwise, skip to step

IMPORTANT

Rockwell Automation recommends answering No to the question:

11.

Do you want Microsoft Excel Data Exchange to be allowed to write to a ProcessLogix Server database?

Answering Yes enables the write option and it is possible for anyone with access to the machine to write to the Server database.

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3-10 ProcessLogix Server Installation Procedures

10. To disable the Microsoft Excel Data Exchange write option, 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 Ne x t to accept the default directories for the History Archive.

12. Click Ne x t to accept the default directory for the Event Archive.

13. At the Enter Account Passwords window, complete all entries:

(passwords are case sensitive) a. Enter >mngr123< as the manager account password and press

<Tab>.

b. Enter >mngr123< again to confirm password and press

<Tab>.

c. Enter >engr123< as the engineering account password and

press <Tab>. d. Enter >engr123< again to confirm password and press <Tab>. e. Enter >oper123< as the operator account password and press

<Tab>. f. Enter >oper123< again to confirm password.

14. Click Ne x t to complete the password entry.

15. At the Choose Report Paper Format, select the desired paper format and click Ne x t . Letter paper is the standard format.

16. If the Choose ProcessLogix Server Folder window opens, click Ne x t . Otherwise, continue with the next step.

17. If the Choose ProcessLogix Server Diagnostic Tools Folder

window opens, click Ne x t . Otherwise, continue with the next step.

18. At the Choose Point Mode Acronyms window, select the Default acr on ym s option and click Ne x t .

19. At the Choose Fast History Rate window, select a Fast History collection rate and click Ne x t . 5 seconds is the default rate.

TIP

To change the Fast History Collection Rate after installation is complete, click Star t

ProcessLogix Server

⇒ Setup.

⇒ Pr ogr am s ⇒

20. Review the software installation details summarized in the Confirmation window.

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ProcessLogix Server Installation Procedures 3-11

• If you need to make changes, click Back to access any previous entries.

• If the details are okay, click Ne x t to begin the Server setup. This may take 10 to 15 minutes to complete.

• If a Sentinel Pro Driver Setup Error window appears, click

OK.

21. If necessary, click OK at the Failed to uninstall Quick Builder

setup error.

22. If the system includes Excel Data Exchange, click En a b l e Mac r o s when prompted. Otherwise, continue to the next step.

TIP

ATTENTION

If a Read Only File Detected window opens, select Don’t display this w indow again and click Ye s to overwrite old files.

If a Microsoft Excel window opens, check the Do

not show this dialog again checkbox and click OK.

The CD must remain in the CD-ROM drive. You must select No in

Step 23.

23. At the Setup Complete window, select the No , I w i l l r e s t a r t m y computer later option and click Fi n ish .

Wait until the command windows have closed and file copying is complete. This may take a few minutes to complete.

24. At the ProcessLogix Setup Complete window, select the No , I will restart my computer later option and click Fin is h.

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3-12 ProcessLogix Server Installation Procedures

Installing ProcessLogix Update

1. Restart the PC.

2. Logon as ps_user.

3. Click Star t ⇒ Pr ogr ams ⇒ ProcessLogix Server ⇒ Star t-Stop ProcessLogix Server to call up the ProcessLogix Server dialog

box.

TIP

4. With the Full Mode version of the dialog box active, select the Database Un lo aded option.

5. Click Yes to confirm the action and wait for the Server to change

its state.

6. Close the ProcessLogix Server dialog box.

7. Insert the ProcessLogix R510.0 Supplemental Software CD into

the CD-ROM drive.

8. Click Star t ⇒ Run .

9. Enter this path or Br ow se to:

>D:(or your CD-ROM drive letter)\SP1\Server-Client\setup.exe<

To display the Full Mode version of the ProcessLogix Server dialog box, click the icon on the left of the title bar and click Advan ced

A checkmark appears in front of the Full Mode selection to show that it is active.

⇒ Ful l Mo d e.

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10. Click OK to launch the software setup application.

11. At the Welcome window, click Ne x t .

12. At the Destination Folder window, click Ne x t .

13. At the Ready to Install window, click Ins tal l.

Status messages indicate progress, but no user interaction is required. This takes 10-15 minutes to complete.

14. At the InstallShield Wizard Completed window, click Fin is h .

15. Click Yes to restart the system.

ProcessLogix Server Installation Procedures 3-13

16. Logon as ps_user.

17. Click Start ⇒ Run .

18. Enter this path or Br ow se to:

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

19. Click OK to launch the software setup application.

20. Click Ne x t to install the ProcessLogix Update.

21. At the ProcessLogix Update Complete window, click Fi n is h.

22. If prompted to reboot, click No .

ATTENTION

Non-redundant Server

If you are installing ProcessLogix software on a non-redundant Server:

1. Restart the Server.

2. Logon as ps_user.

Return to the checklist that led you to this task.

Redundant Server Pair

If you are installing ProcessLogix software on a redundant Server pair:

1. Do not restart SERVERA.

2. Return to the beginning of ProcessLogix Software

Installation 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 SERVERA and

logon as ps_user.

Return to the checklist that led you to this task.

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3-14 ProcessLogix Server Installation Procedures

Moving the RSLinx Activation File

About the Activation File

IMPORTANT

Complete the following steps to move the activation file (evrsi.sys) from the RSLinx software Master Disk to the hard drive where RSLinx 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.

ATTENTION

Be sure to move the activation file on both SERVERA and SERVERB.

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. Applications and Services on page 8-1.

Do not manually copy or move the evrsi.sys file. Moving/copying the evrsi.sys file will disable the OEM version of RSLinx.

Refer to Stopping ProcessLogix

Always use the EVMOVE.EXE program (refer to page 4-28) 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 to recover the RSLinx activation.

(http://suppport.automation.rockwell.com/resetcodes/)

Determining the Current RSLinx Version

1. Click Start ⇒ Pr o gr am s ⇒ Rockwell Software ⇒ RSLin x ⇒ RSLin x to start the RSLinx application.

2. If necessary, click the RSLinx Icon ( ) in the Taskbar to open

the RSLinx window.

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ProcessLogix Server Installation Procedures 3-15

3. Verify the application title in the title bar.

• If the title is RS Li n x Lit e , close RSLinx and continue with Installing the Activation File, below.

• If the title is RSLin x OEM you already have the OEM version installed and you do not have to install the activation file. Close RSLinx, and return to the checklist that led you to this task.

Installing the Activation File

1. Locate the RSLinx Master Disk and insert it into the floppy drive.

2. Click Star t ⇒ Run .

3. Enter this path or Br ow se to:

>A:(or your floppy drive letter)\EVMOVE.EXE<

4. Click OK to launch the move executive.

5. Verify that you are Moving Activations From Drive A:(or your

floppy drive letter)

To Drive C:(or your hard drive letter).

6. Click OK to initiate the move.

7. Click Mo v e to move the file to the hard drive.

8. Wait for a dialog box to indicate a successful move, and click OK.

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3-16 ProcessLogix Server Installation Procedures

9. Remove the Master Disk and store it in a safe place.

10. Restart the PC.

11. If you are installing ProcessLogix software on a redundant

Server pair, return to the beginning of Activation File on page 3-14 and repeat for SERVERB. Otherwise, return to the checklist that led you to this task.

Moving the RSLinx

Configuring RSLinx Drivers for ControlNet Supervisory Network

TIP

Complete the following steps to configure the ControlNet PCIC drivers for RSLinx.

IMPORTANT

1. Click Start ⇒ Pr ogr am s ⇒ Rockwell Software ⇒ RSLin x ⇒ RSLin x to call up the Rockwell Software RSLinx window.

2. Click Communications ⇒ Configure Drivers to call up the

Configure Drivers dialog box.

3. Select 1 78 4-PCIC(S) f o r Con tr olNet d ev ices in the Available Drivers drop-down list and click Add New to call up the Add New RSLinx Driver dialog box.

If you need to move the activation file back to the Master Disk, Activation File on page 4-28.

If you are using Ethernet for your Supervisory Network, Ethernet Supervisory Network on page 3-19.

refer to Removing the RSLinx Software

skip to Configuring RSLinx Drivers for

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ProcessLogix Server Installation Procedures 3-17

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 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 Running. If the AB_PCIC-1 driver status is not Running, call Rockwell Automation Technical Support. Support in the Preface.

Refer to Rockwell Automation

8. Click Clo se to close the Configure Drivers dialog box.

9. Close RSLinx.

10. Restart the PC.

IMPORTANT

Whenever the 1784-PCIC driver has been updated 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.

Updating the 1784-PCIC Firmware

Starting Network Tools Application

If this is the first time you have used Network Tools on this PC, refer to Making First Time Network Tools Settings on page 8-10 and then continue with the following steps.

1. Click Star t ⇒ Run .

2. Enter >ntools -c -u<.

3. Click OK to launch the Network Tools application.

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3-18 ProcessLogix Server Installation Procedures

4. Click OK to acknowledge the warning about monitoring through Control Builder.

5. Click the resume button to initiate network scan.

Updating the 1784-PCIC Firmware

1. Click the desired PCIC icon under the Desktop tree and wait for the card details to appear in the Detail pane.

2. Verify the firmware revision shown in the Name field.

• If the firmware is 3.7.39, return to the checklist that led you to this task.

• If the firmware is not 3.7.39, go to Step 3.

3. Click the firmware button to initiate the firmware update.

4. Click Ye s to acknowledge the Warning prompt.

5. Navigate to the directory:

C:\Honeywell\TPS50\System\Firmware\1784-PCIC\3_7_39

6. Select the 99417807.nvs file.

7. Click Op en to start the firmware load and click Yes to confirm.

8. Wait for the load to complete. The Status field in the lower

portion of the Network Tools window tracks the load progress.

9. Click OK to acknowledge the load completes with no errors.

10. Close NTools.

11. Restart the PC.

12. If you are installing ProcessLogix software on a redundant

Server pair, return to the beginning of

Configuring RSLinx Drivers for ControlNet Supervisory Network on page 3-16 and repeat for SERVERB. Once all Servers have been updated, return to the checklist that led you to this task.

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ProcessLogix Server Installation Procedures 3-19

Configuring RSLinx Drivers for Ethernet Supervisory Network

IMPORTANT

1. Verify the settings of the Ethernet Network Interface card to be used to communicate with the controller.

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.

A driver must be configured for each controller.

If you are using ControlNet for your Supervisory Network, skip this section.

Refer to Configuring RSLinx Drivers for ControlNet Supervisory Network on page 3-16.

⇒

Configuration

⇒

Configuration

⇒

Configuring and setting IP address

⇒

Setting Up

⇒

Setting Up

Navigate in Knowledge Builder to:

Ethernet Implementation Guide Drivers and IP Addresses drivers for more information.

4. If you are installing ProcessLogix software on a redundant Server pair, return to the beginning of Drivers for Ethernet Supervisory Network on page 3-19 and repeat for SERVERB. Once all Servers have been updated, return to the checklist that led you to this task.

⇒

Configuration⇒ Setting up

Configuring additional RSLinx

Configuring RSLinx

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3-20 ProcessLogix Server Installation Procedures

Completing the

Upgrading Hardware Component Firmware

ProcessLogix R510.0 Install on a Non-Redundant Server

Checking Control Builder Operation and Logging On

1. Refer to Loading 1757-PLX52, TC-MUX021, or 1757-FIM Boot and Personality Images on page 7-9 to upgrade the 1757-PLX52 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.

Complete the following general steps to log on and check Control Builder operation on a ProcessLogix Server.

Changing the default Operator's password

In previous releases of ProcessLogix it was not necessary to change the default mngr operator's password to use it. As a security precaution it is now necessary to change the password before you can log in as the mngr operator. To change the password, do the following:

1. Click Star t ⇒ Pro gr am s ⇒ ProcessLogix Server ⇒ Station.

2. Click the Op er field in the lower right corner of the display.

3. Enter >mngr< in the Station logon prompt and click OK.

4. Click Co nfigur e ⇒ Op er ato rs ⇒ Op e r ato rs.

5. Click the mngr Operator ID.

6. Click Ch an ge Passw or d.

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7. Enter the New Password, Confirm the New Password, and click OK.

ProcessLogix Server Installation Procedures 3-21

The message Passwor d accepted should appear in the message zone. If it does not repeat steps

Only systems using operator-based security and Control Builder are affected by this change. The mngr operator account is different than the Windows mngr user account. Navigate in Knowledge Builder to Administration and Startup Guide for more information before changing the password of the Windows mngr user account.

8. Close Station.

9. Click Start ⇒ Pr ogr am s ⇒ ProcessLogix Engineering Tools ⇒ Con tr o l Builder .

10. In the Login dialog box, make these entries:

a. Enter >mngr< as the User Name. b. Enter the appropriate Password. c. Enter the appropriate Server name in the Server Name field. d. Select Classic Ser ver Secur ity in the Domain Name

drop-down list.

6 and 7.

11. Click OK.

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. Server to Tape on page 8-8.

Refer to Backing Up a ProcessLogix R510.0

Creating an Emergency Repair Disk

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

Complete the following steps 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 Star t ⇒ Pro gr am s ⇒ Accessor ies ⇒ System Tools ⇒ Back up .

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3-22 ProcessLogix Server Installation Procedures

3. Click Em e r g e n c y Re p ai r Di s k .

An Emergency Repair Diskette window opens.

4. Insert a blank diskette into the PC's floppy drive.

5. Check the Also back up th e r egistry to the repair directory checkbox and click OK.

6. When finished, click OK .

7. Repeat Steps 1 through 5 with another blank formatted diskette.

8. Click Job ⇒ Ex i t .

9. Store the two diskettes in different places to protect against

damage to the diskettes.

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Chapter

ProcessLogix Server Upgrade Procedures

The supported ProcessLogix server upgrade scenarios are:

• Upgrade from R500.1 - clean install

• Upgrade from R500.1

• Upgrade from R400.0 SP2 - clean install

• Upgrade from R400.0 SP2

• Upgrade from R320.0 - requires clean install on new hardware

ProcessLogix Server Upgrade Scenarios

Upgrade R500.1 Server to R510.0

This section describes the steps necessary to upgrade the ProcessLogix R500.1 Server software to R510.0. There are two upgrade options.

IMPORTANT

Option 1: Upgrading R500.1 Server to R510.0 - Clean Install

a. Backup your data. b. Install a clean Windows 2000 Server operating system. c. Install ProcessLogix R510.0. d. Restore your data.

The following table lists the items in Option 1 that you MUST complete to upgrade an R500.1 Server to an R510.0 Server.

Table 4.A Option 1: Upgrading R500.1 Server to R510.0 Checklist

Step Item Page

✔

Due to the nature of this upgrade, it is strongly recommended that you follow Option 1 when upgrading from R500.1 Server to R510.0.

Preparing for a ProcessLogix R400.0 SP2 or R500.1 to R510.0 Server Upgrade

4-6

Saving R400.0 SP2 or R500.1 Data to a Remote PC 4-13

Clean System Windows 2000 Server Installation 2-2

Windows 2000 Service Pack 4 Installation 2-29

Windows Security Hotfix Installation 2-31

Internet Explorer 6.0 SP1 Installation 2-33

Updating Windows Installer 2-36

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4-2 ProcessLogix Server Upgrade Procedures

Table 4.A Option 1: Upgrading R500.1 Server to R510.0 Checklist

Step Item Page

✔

Updating ISScript 2-37

Additional Operating System Customization Procedures 2-38

Creating Emergency Repair Disks 2-40

10.

Copying R400.0 SP2 or R500.1 Data to the R510.0 Server 4-33

11.

Restoring ProcessLogix Data 4-35

12.

Option 2: Upgrading R500.1 Server to R510.0

a. Backup your data. b. Uninstall your current ProcessLogix software. c. Install ProcessLogix R510.0. d. Restore your data.

The following table lists the items in Option 2 that you MUST complete to upgrade an R500.1 Server to an R510.0 Server.

Table 4.B Option 2: Upgrading R500.1 Server to R510.0 Checklist

Step Item Page

✔

Preparing for a ProcessLogix R400.0 SP2 or R500.1 to R510.0

Server Upgrade

Saving R400.0 SP2 or R500.1 Data to a Remote PC 4-13

Removing ProcessLogix R500.1 Software 4-15

Windows 2000 Service Pack 4 Installation 2-29

Windows Security Hotfix Installation 2-31

Internet Explorer 6.0 SP1 Installation 2-33

Updating Windows Installer 2-36

Updating ISScript 2-37

Installing ProcessLogix R510.0 Software 3-2

Moving the RSLinx Activation File 3-14

10.

Configuring RSLinx Drivers for ControlNet Supervisory Network

11.

or Configuring RSLinx Drivers for Ethernet Supervisory Network

Completing the ProcessLogix R510.0 Install on a

12.

Non-Redundant Server or Completing the ProcessLogix R510.0 Install on a Non-Redundant Server

Copying R400.0 SP2 or R500.1 Data to the R510.0 Server 4-33

13.

4-6

3-16

3-19

6-2

3-20

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Restoring ProcessLogix Data 4-35

14.

ProcessLogix Server Upgrade Procedures 4-3

Upgrade R400.0 SP2 Server to R510.0

This section describes the steps necessary to upgrade the ProcessLogix R400.0 SP2 Server software to R510.0. There are two upgrade options.

IMPORTANT

Due to the nature of this upgrade, it is strongly recommended that you follow Option 1 when upgrading from R400.0 SP2 to R510.0.

Option 1: Upgrading R400.0 SP2 Server to R510.0 - Clean Install

a. Backup your data. b. Complete a clean install. c. Restore your data.

The following table lists the items in Option 1 that you MUST complete to upgrade an R400.0 SP2 Server to an R510.0 Server.

TIP

Table 4.C Option 1: Upgrading R400.0 SP2 Server to R510.0 Checklist

Step Item Page

✔

Upon restarting the system, you may receive a message that a service failed to start. If you receive this message, click OK.

Preparing for a ProcessLogix R400.0 SP2 or R500.1 to R510.0 Server Upgrade

Saving R400.0 SP2 or R500.1 Data to a Remote PC 4-13

4-6

Clean System Windows 2000 Server Installation 2-2

Windows 2000 Service Pack 4 Installation 2-29

Windows Security Hotfix Installation 2-31

Internet Explorer 6.0 SP1 Installation 2-33

Updating Windows Installer 2-36

Updating ISScript 2-37

Additional Operating System Customization Procedures 2-38

Creating Emergency Repair Disks 2-40

10.

Copying R400.0 SP2 or R500.1 Data to the R510.0 Server 4-33

11.

Restoring ProcessLogix Data 4-35

12.

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4-4 ProcessLogix Server Upgrade Procedures

Option 2: Upgrading R400.0 SP2 Server to R510.0

a. Backup your data. b. Uninstall your current ProcessLogix software. c. Install ProcessLogix R510.0. d. Restore your data.

The following table lists the items in Option 2 that you MUST complete to upgrade an R400.0 SP2 Server to an R510.0 Server.

Table 4.D Option 2: Upgrading R400.0 SP2 Server to R510.0 Checklist

Step Item Page

✔

Preparing for a ProcessLogix R400.0 SP2 or R500.1 to R510.0

Server Upgrade

Saving R400.0 SP2 or R500.1 Data to a Remote PC 4-13

Removing ProcessLogix R400.0 SP2 Software 4-19

Windows 2000 Service Pack 4 Installation 2-29

Windows Security Hotfix Installation 2-31

Internet Explorer 6.0 SP1 Installation 2-33

Updating Windows Installer 2-36

Updating ISScript 2-37

Installing ProcessLogix R510.0 Software 3-2

Moving the RSLinx Activation File 3-14

10.

Configuring RSLinx Drivers for ControlNet Supervisory Network

11.

or Configuring RSLinx Drivers for Ethernet Supervisory Network

Copying R400.0 SP2 or R500.1 Data to the R510.0 Server 4-33

12.

Restoring ProcessLogix Data 4-35

13.

4-6

3-16

3-19

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ProcessLogix Server Upgrade Procedures 4-5

Upgrade R320.0 Server to R510.0

ProcessLogix R320.0 Server is certified to run only on Windows NT

4.0. Due to significant changes in the ProcessLogix platform, operating system, and performance requirements, upgrading from a ProcessLogix R320.0 Server to a ProcessLogix R510.0 Server requires that you purchase a new PC and complete a clean R510.0 Server installation on Windows 2000 Server.

The procedures in this section assume that:

• the old ProcessLogix R320.0 Server(s) and new ProcessLogix R510.0 Server(s) are different PC hardware.

• the new R510.0 Server(s) is fully up and configured at this stage. If you need to install ProcessLogix R510.0 on your Server(s), refer to ProcessLogix Software Installation on a Clean PC on page 3-1.

• the R320.0 and R510.0 Servers are configured on the same network and accessible to each other. This requires that each server has a different computer name and a unique TCP/IP address for each network card.

Before continuing, it is recommended that you verify your R320.0 and R510.0 Servers are properly connected using a utility like ping.

Table 4.E Upgrading R320.0 Server to R510.0 Checklist

Step Item Page

✔

Preparing for a ProcessLogix R320.0 to R510.0 Server

Upgrade

Copying R320.0 Data to the R510.0 Server 4-29

Transferring the 1784-PCIC Card to the R510.0 System 4-32

Restoring ProcessLogix Data 4-35

4-23

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4-6 ProcessLogix Server Upgrade Procedures

Preparing for a ProcessLogix R400.0 SP2 or R500.1 to R510.0 Server Upgrade

Exporting the R400.0 SP2 or R500.1 Engineering Repository Database

ATTENTION

IMPORTANT

All procedures listed in this section should be performed with the system(s) Off-Process. Be certain that your process is off control before you begin any upgrade procedure. This means the 1757-PLX52 should be in the Idle state.

To save Fieldbus device values and CM block parameter values, it is recommended to do the following:

1 . Upload w ith Contents of your Control Modules.

2. Update to Project, which saves the Monitor

image to the Project image.

This procedure captures the latest configuration changes. Otherwise, after re-loading the CMs following the ProcessLogix upgrade, changed values would be lost.

Use the following procedure to export the Engineering Repository Database.

Disabling ERDB Replication

This procedure is only required for a redundant Server pair. Complete these steps on SERVERB only. If you have a non-redundant server, skip to

Exporting the Database Using Control Builder on page 4-7.

1. Logon to SERVERB as ps_user.

2. Click Start ⇒ Pr ogr am s ⇒ ProcessLogix Engineering Tools ⇒ DB Adm in .

3. Expand DbAdm in .

4. In the Login dialog box make these entries:

a. Enter >mngr< as the default User Name. b. Enter the appropriate Password. c. Enter >localhost< in the Server Name field.

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ProcessLogix Server Upgrade Procedures 4-7

d. If necessary, select Classic Ser ver Secur ity in the Domain

Name drop-down list.

5. Expand ProcessLogix Node.

6. Click Adm in Tasks.

7. Click Disab le Rep lication .

8. Click OK at the Disabled Database Replication prompt.

9. Close DbAd min .

Exporting the Database Using Control Builder

Complete these steps on a non-redundant Server or SERVERB.

1. If necessary, logon to the system as ps_user.

2. Using Windows Explorer, create the folder C:\Data\ExportDB.

3. Click Start ⇒ Pr ogr am s ⇒ ProcessLogix Engineering Tools ⇒ Con tr o l Builder .

4. In the Login dialog box, make these entries:

a. Enter >mngr< as the User Name. b. Enter the appropriate Password. c. Enter >localhost< in the Server Name field. d. Select Classic Ser ver Secur ity in the Domain Name

drop-down list.

5. Click OK .

6. Click Fi le ⇒ Ex p o r t .

7. Click Br o w se to set the Directory to C:\Data\ExportDB.

8. Click Select All.

a. Depending on the size of your database, this step may take

several minutes. It is recommended that you do not export the examples. New examples are provided with R510.0.

b. To deselect an item, hold Ctrl and click each item.

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4-8 ProcessLogix Server Upgrade Procedures

c. Deselect the following Point Names:

example_cascade example_motor example_pid example_scm pidloop

8. Click Ex p o r t .

Depending on the size of your database, this step may take several minutes to several hours.

9. When completed, close the Export Window (if it did not automatically close).

10. Close Control Builder.

Saving Fieldbus Device Definition Files

This procedure is required if migrating a system containing Fieldbus devices. Complete these steps on a non-redundant Server or SERVERB. If you do not have Fieldbus devices connected to your ProcessLogix system,

skip to Saving Important R400.0 SP2 or R500.1

Server Data on page 4-9.

1. If necessary, logon to the system as ps_user.

2. Using Windows Explorer, create the folder C:\Data\FFdevices.

3. Click Star t ⇒ Run .

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

5. At the C:\ prompt, enter >xcopy C:\Honeywell\TPS50\

System\ER\FFdevices\*.* C:\Data\FFdevices /E<

and press <Enter>.

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6. If prompted, enter >A< to specify all files and folders.

ProcessLogix Server Upgrade Procedures 4-9

7. Enter >xcopy C:\Honeywell\TPS50\System\ER\Release\*.* C:\Data\FFdevices /E<

and press <Enter>.

8. If prompted, enter >A< to specify all files and folders.

9. Close the DOS window.

Saving Important R400.0 SP2 or R500.1 Server Data

Each of the following items should be completed on an R400.0 SP2 or R500.1 Server before proceeding.

IMPORTANT

ATTENTION

Redundant ProcessLogix Systems

All steps need to be performed on both the Primary (SERVERA) and Backup (SERVERB) ProcessLogix Servers.

If you have a redundant Server pair, you must complete this procedure on SERVERB first. Then complete the entire procedure again on SERVERA.

Before saving ProcessLogix data, you MUST exit all ProcessLogix applications and stop all ProcessLogix services. You must complete the procedure in Stopping ProcessLogix Applications and Services on page 8-1 before continuing.

If you have a redundant Server pair, you must complete this procedure on SERVERB first. Then complete the entire procedure again on SERVERA.

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4-10 ProcessLogix Server Upgrade Procedures

Table 4.F Saving Important R400.0 SP2 or R500.1 Server Data

Item Pre-upgrade Requirement Post-upgrade

Folders and Files The following folders and their sub-folders may contain files

you will require after upgrading. (For example. History Archives in the archive folder, Event Archives in the evtarch folder, etc.)

1. Using Windows Explorer, create the folder C:\Data\Server.

2. Copy these folders and files from C:\Honeywell\Server to C:\Data\Server.

Copy backed up folders and files from the backup directory to C:\Honeywell\Server after the system is upgraded.

• \archive

• \cl

• \evtarch

• \help

Custom Displays Save any custom displays that were created. Typically these

displays are located in C:\Honeywell\Client\abstract.

1. Using Windows Explorer, create the folder C:\Data\abstract.

2. Copy all custom displays to C:\Data\abstract.

System Displays Document any changes that were made to existing system

displays. 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

System Acronyms Document any changes that were made to existing set. You must reapply the changes to the new set after

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. You must reapply the settings after the upgrade.

Station configuration file

C:\Winnt\station.ini Document any changes that were made to the station.ini file. Navigate in Knowledge Builder to Server and Client

Configuration Guide Station.ini.

• \i18n

• \report

• \user

⇒

Configuring Stations and Printers

Copy backed up displays from the backup directory to C:\Honeywell\Client\abstract. Custom displays may require modification for use in an R510.0 system.

You must reapply the changes to the new display after the upgrade.

after the upgrade.

the upgrade.

You must reapply the changes to the new station.ini file after the upgrade.

⇒

Station setup file C:\Honeywell\client\station\default.stn

Document any changes that were made to the default Station setup file, default.stn.

History archive search path

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Document the history archive search path.

1. Click Start ⇒ Programs ⇒ ProcessLogix Server ⇒

ProcessLogix Server Control Panel.

2. In the Registry Key drop-down list, select ArchiveDirectory.

3. Document the String field.

The new default setup file, default.stn, is configured as “Static Station 1”. If this is not correct, you must make the appropriate changes to the Connection Properties. Navigate in Knowledge Builder to Server and

Client Configuration Guide Stations and Printers

more information.

After upgrading, you must specify the history archive search path using the ProcessLogix Server Control Panel. Navigate in Knowledge Builder to Server and

Client Configuration Guide Configuring Points Archiving

information.

⇒

History Archiving for more

⇒

Configuring

⇒

Setting Up Station for

⇒

Understanding and

⇒

History Collection and

ProcessLogix Server Upgrade Procedures 4-11

Table 4.F Saving Important R400.0 SP2 or R500.1 Server Data

Item Pre-upgrade Requirement Post-upgrade

Custom applications Backup any custom applications built for your existing system. Custom applications must be re-compiled and

re-linked using an appropriate development environment. Navigate in Knowledge Builder to Application

⇒

Development Guide Environment

for more information.

Quick Builder projects

File dumps Do not use any file dumps of the pre-upgrade

Hardware definition files

Alarms and messages

Handover notes Handover notes are lost during the upgrade. Handover notes

Backup any Quick Builder projects. 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.

database to restore the upgraded database.

If you want to use existing hardware definition (hdwbld) files to build printers, you must change any instance of the CYRILLIC keyword to LANGUAGE=CYRILLIC.

Resolve any alarms before starting the upgrade. Alarms and messages currently in the system cannot be copied across for the upgrade.

in the system cannot be copied for the upgrade.

⇒

About the Development

Compiling, Linking, and Editing

Exporting the R400.0 SP2 or R500.1 ProcessLogix Server Database

ATTENTION

Before exporting the ProcessLogix Server Database, you MUST exit all ProcessLogix applications and stop all ProcessLogix services. You must complete the procedure in and Services on page 8-1 before continuing.

Stopping ProcessLogix Applications

If you have a redundant server pair, you must complete this procedure on SERVERB first. Then complete the entire procedure again on SERVERA.

If you have a redundant Server pair, complete these steps on

SERVERA only.

1. If necessary, logon to the system as ps_user.

2. Click Star t ⇒ Run .

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

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4-12 ProcessLogix Server Upgrade Procedures

4. Enter >xcopy C:\Honeywell\server\data\*.* C:\ Data\server\backup /E<

and press <Enter>.

5. If necessary, enter >D< to specify that backup 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. Complete these steps on each Server in your system.

To move the activation file from your Server:

1. Insert the RSLinx Master Disk into the floppy drive.

2. Click Star t ⇒ Run .

3. Enter this path or Br ow se to:

>A:(or your floppy drive letter)\EVMOVE.EXE<

4. Click OK to launch the move executive.

5. Verify that you are Moving Activations From Drive C:(or your hard

drive letter)

to Drive A:(or your floppy drive letter).

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6. Click OK to initiate the move.

7. Click Mo v e to move the file to the floppy.

8. Wait for a dialog box to indicate a successful move, and click OK.

ProcessLogix Server Upgrade Procedures 4-13

9. Close EvMove.

10. Remove the Master Disk and store it in a safe place.

Preparation for a ProcessLogix R400.0 SP2 or R500.1 to R510.0 Server Upgrade is complete. Return to the checklist that led you to this task.

Saving R400.0 SP2 or R500.1 Data to a Remote PC

Networking an R400.0 SP2 or R500.1 Server to a Remote PC

Use the following procedure to map a drive to a remote PC. If you have a redundant server pair, you must complete this procedure on

SERVERB first. Then complete the entire procedure again on SERVERA.

1. If necessary, logon to the R400.0 SP2 or R500.1 Server as

ps_user.

2. Click Star t ⇒ Run .

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

4. Enter >NET USE T: \\STN01\C$ /user:ps_user<

(where STN01 is the remote PC name and ps_user is the user currently logged on to STN01) and press <Enter>.

5. If prompted, enter the appropriate password.

6. Open Windows Explorer and verify that the T: drive exists.

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4-14 ProcessLogix Server Upgrade Procedures

Transferring Data

1. If you have a non-redundant server:

a. At the DOS prompt, enter >xcopy C:\Data\*.* T:\

UpgradeData /E< and press <Enter>.

b. If necessary, enter >D< to specify that UpgradeData is a

directory.

2. If you have a redundant Server pair:

a. At the DOS prompt, on SERVERA, enter >xcopy C:\Data\

*.* T:\UpgradePrimaryData /E< and press <Enter>.

b. If necessary, enter >D< to specify that UpgradePrimaryData is

a directory.

c. On SERVERB, enter >xcopy C:\Data\*.* T:\

UpgradeBackupData /E< and press <Enter>.

d. If necessary, enter >D< to specify that UpgradeBackupData is

a directory.

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ProcessLogix Server Upgrade Procedures 4-15

Disconnect Redundant Servers

If you have a redundant Server pair, complete these steps on both SERVERA and SERVERB. If you have a non-redundant Server, return to the checklist that led you to this task.

1. Disconnect the Ethernet network cable(s).

2. Use the PING command to confirm that the Servers can no

longer communicate with each other by name or IP address.

The network cables should be reconnected only after both Servers have been upgraded.

3. Close the DOS window.

Saving Data to a Remote PC is complete. Return to the checklist that led you to this task.

Removing ProcessLogix R500.1 Software

This procedure completely removes ProcessLogix R500.1 SP2 software from your system, including:

• SQL

• Knowledge Builder

• RSLinx

• Engineering Tools

• Server and/or Station

ATTENTION

Before installing or uninstalling any software component, you MUST exit all ProcessLogix applications and stop all ProcessLogix services. You must complete the procedure in ProcessLogix Applications and Services on page 8-1 before continuing.

If you have a redundant server pair, you must complete this procedure on SERVERB first. Then complete the entire procedure again on SERVERA.

Stopping

Removing Selected ProcessLogix R500.1 Components

1. If necessary, logon to the system as ps_user.

2. Click Star t ⇒ Settin gs ⇒ Control Panel.

Publication 1757-IN510A-EN-P - October 2003

4-16 ProcessLogix Server Upgrade Procedures

3. Double-click Add/Remove Programs.

4. To remove a program:

a. Click on the appropriate program in the list of installed

programs. b. Click Add/Rem ov e, Ch an ge/Rem ov e or Rem ov e. c. Click Yes to confirm removal. d. Repeat the steps for each installed component in the

following order

IMPORTANT

Be sure to remove the components, if installed, in the order they are listed below.

If at any time during software uninstall, a Remove shared file prompt appears, click Yes to all or Rem ov e a ll .

If necessary, click OK or Yes to confirm.

If you see an Uninstall successfully completed message, or a message stating some elements were not removed, click OK.

If a delay occurs during uninstall, verify that there are no hidden Remove Programs windows in the taskbar.

When you remove a program, its name may not be automatically removed from the Add/Remove Programs window. Do not remove the program again, continue with the next program on the list.

Table 4.G Removal of Selected ProcessLogix R500.1 Components

Order Component

✔

Publication 1757-IN510A-EN-P - October 2003

ProcessLogix Update

Process Detail Displays (If you receive a Windows Installer prompt, click

Cancel, then click OK. Continue with the next section.)

Control Component Library

PsAxCtl Document EXE (If you see Application Removal windows, click

OK.)

Psc Engineering Tools

RSLinx

KB Server - Knowledge Builder Tools 4

KB Server - ProcessLogix R500

KB Client

Rockwell Automation 1757-SWKIT5100 User Manual

Specifications and Main Features

Frequently Asked Questions

User Manual

Important User Information

Table of Contents

Preface

Our Assumptions About Users

Starting Conditions and Assumptions

Minimum Hardware Requirements

Contents of Release

ProcessLogix Online Help/Knowledge Builder

ProcessLogix R510.0 Installation and Upgrade Guide

Removing the Default Startup Screens

Rockwell Automation Support

New Product Satisfaction Return

Your Questions or Comments about This Manual

Conventions

Terms and Type Representations

Checklists

Acronyms and Abbreviations

Operating System Support

Operating System Options

ProcessLogix Server Supported Installations

Clean System Windows 2000 Server Installation

Installing Windows 2000 Server on a New System

Starting the Windows 2000 Server Installation from the Boot Floppies

Starting the Windows 2000 Server Installation from the CD-ROM

Completing the Windows 2000 Server Installation

PC Naming Rules

Clean System Windows 2000 Professional Installation

Installing Windows 2000 Professional on a New System

Creating Windows 2000 Professional Boot Floppies

Starting the Windows 2000 Professional Installation from the Boot Floppies

Starting the Windows 2000 Professional Installation from the CD-ROM

Completing the Windows 2000 Professional Installation

Clean System Windows XP Professional Installation

Installing Windows XP Professional on a New System

Starting the Windows XP Installation from the CD-ROM

Completing the Windows XP Professional Installation

Upgrading Windows 2000 Professional to XP Professional

Creating the ProcessLogix User Accounts

Creating the ps_user and erserver accounts

Modifying Windows XP

Windows 2000 Service Pack 4 Installation

Checking for Windows 2000 Service Pack 4

Installing Windows 2000 Service Pack 4

Windows Security Hotfix Installation

Installing Windows 2000 Security Hotfix

Installing Windows XP Security Hotfix

Internet Explorer 6.0 SP1 Installation

Checking the Internet Explorer Version

Installing Internet Explorer 6.0 SP1

Updating Windows Installer

Updating ISScript

Additional Operating System Customization Procedures

Adjusting the Video Settings

Setting Up Additional Drivers

Other Required System Settings

Windows 2000

Windows XP

ProcessLogix Software Installation on a Clean PC

Installing ProcessLogix R510.0 Software

Installing ProcessLogix Product

Installing SQL Server

Installing Knowledge Builder

Installing RSLinx

Installing Engineering Tools

Installing Active X Components

Installing the ProcessLogix Server

Installing ProcessLogix Update

Moving the RSLinx Activation File

About the Activation File

Determining the Current RSLinx Version

Installing the Activation File

Configuring RSLinx Drivers for ControlNet Supervisory Network

Updating the 1784-PCIC Firmware

Configuring RSLinx Drivers for Ethernet Supervisory Network

Upgrading Hardware Component Firmware

Checking Control Builder Operation and Logging On