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Getting started with Experion PKS

Experion PKS
Process Knowledge System
Document Release Issue Date
EP-DCSX22 201 1 March 2004

Notice
This document contains Honeywell proprietary information. Information contained herein is to be used solely for
the purpose submitted, and no part of this document or its contents shall be reproduced, published, or disclosed to a
third party without the express permission of Honeywell Limited Australia.
While this information is presented in good faith and believed to be accurate, Honeywell disclaims the implied
warranties of merchantability and fitness for a purpose and makes no express warranties except as may be stated in
its written agreement with and for its customer.
In no event is Honeywell liable to anyone for any direct, special, or consequential damages. The information and
specifications in this document are subject to change without notice.
Copyright 2004 Honeywell Limited Australia

Honeywell trademarks
Experion PKS, PlantScape, SafeBrowse, TotalPlant, and TDC 3000 are U.S. registered trademarks of
Honeywell International Inc.
Process Knowledge System is a trademark of Honeywell International Inc.

Other trademarks
Trademarks that appear in this document are used only to the benefit of the trademark owner, with no intention of
trademark infringement.

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Welcome
This Getting Started with Experion PKS guide is a roadmap to help you achieve your Experion PKS installation or
upgrade faster and more efficiently.

How to use this guide


There is an overview page for the most common installation and upgrade scenarios. Each overview page identifies
the high-level steps you must complete. Most high-level steps reference a checklist in the Experion PKS Software
Installation and Upgrade Guide. These checklists describe the sequence of tasks to complete.
Each overview page also contains a References and Complete these forms section.

References
The References section on each overview page lists the documents that you need to complete the installation or
upgrade. You should have these documents available before you begin.

Complete these forms


The Complete these forms section on each overview page lists the specification forms that you must filled in for
the installation or upgrade. These specification forms are located in the Experion PKS Software Installation and
Upgrade Guide, and help you to gather details that you will need to enter during the installation or upgrade.

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Contents
Find the overview page for your installation or upgrade.

New installations
Installing an Experion PKS server page 6
Installing redundant Experion PKS servers page 7
Installing Experion PKS eServer page 8
Installing Experion PKS ACE page 9
Installing Experion PKS SIM-C200 page 10
Installing Mobile Access for eServer page 11
Installing Mobile Access for Station page 12
Installing Experion PKS Console Station page 13
Installing Experion PKS Flex Station page 14

R101 on-process migration


On-process migration of redundant Experion PKS R200 and R101 servers page 15

R200 upgrades
Upgrading an Experion PKS R200 server page 16
Upgrading redundant Experion PKS R200 servers page 17
Upgrading Experion PKS R200 ACE page 18
Upgrading Experion PKS R200 SIM-C200 page 19
Upgrading Experion PKS R200 Console Stations page 20
Upgrading Experion PKS R200 Flex Stations and other client applications page 21

4
Contents (continued)

R101 upgrades
Upgrading an Experion PKS R101 server page 22
Upgrading redundant Experion PKS R101 servers page 23
Upgrading Experion PKS R101 ACE page 24
Upgrading Experion PKS R101 SCE page 25
Upgrading Experion PKS R101 client applications page 26

PlantScape R500.1 upgrades


Upgrading a PlantScape R500.1 server to a new computer page 27
Upgrading redundant PlantScape R500.1 servers to new computers page 28
Upgrading a PlantScape R500.1 server on the existing computer page 29
Upgrading redundant PlantScape R500.1 servers on existing computers page 30
Upgrading PlantScape R500.1 ACE page 31
Upgrading PlantScape R500.1 SCE page 32
Upgrading PlantScape client applications page 33

5
Installing an Experion PKS server

Installing an Experion PKS server


References Complete these forms
Before you begin, read the Software Change Notice (SCN) and Software Installation and Upgrade Guide
the Planning Guide Site specification form
Software Installation and Upgrade Guide Server specification form
Knowledge Builder Client specification form

Step Install Experion PKS server Step Install Experion PKS Console Station
Software Installation and Upgrade Guide: page 79 Software Installation and Upgrade Guide: page 98
1 2
Repeat for each Console Station required

Step Install Experion PKS Flex Station


Software Installation and Upgrade Guide: page 101
3
Repeat for each Flex Station required

6
Installing redundant Experion PKS servers

Installing redundant Experion PKS servers


References Complete these forms
Before you begin, read the Software Change Notice (SCN) and Software Installation and Upgrade Guide
the Planning Guide Site specification form
Software Installation and Upgrade Guide Server specification form
Knowledge Builder Client specification form

Step Install Experion PKS server A Step Install Experion PKS Console Station
Software Installation and Upgrade Guide: page 82 Software Installation and Upgrade Guide: page 98
1 4
Repeat for each Console Station required

Step Install Experion PKS server B


Software Installation and Upgrade Guide: page 84 Step Install Experion PKS Flex Station
2 5
Software Installation and Upgrade Guide: page 101

Repeat for each Flex Station required

Step Configure the servers


Server and Client Configuration Guide
3

7
Installing Experion PKS eServer

Installing Experion PKS eServer


References Complete these forms
Before you begin, read the Software Change Notice (SCN) and Software Installation and Upgrade Guide
the Planning Guide Site specification form
Software Installation and Upgrade Guide Server specification form
Knowledge Builder

Install Experion PKS eServer Step Configure Experion PKS eServer


Step Software Installation and Upgrade Guide: page 88 Server and Client Configuration Guide
1 2

8
Installing Experion PKS ACE

Installing Experion PKS ACE


References Complete these forms
Before you begin, read the Software Change Notice (SCN) and Software Installation and Upgrade Guide
the Planning Guide Site specification form
Software Installation and Upgrade Guide Server specification form
Knowledge Builder

Step Install Experion PKS ACE


Software Installation and Upgrade Guide: page 90
1

9
Installing Experion PKS SIM-C200

Installing Experion PKS SIM-C200


References Complete these forms
Before you begin, read the Software Change Notice (SCN) and Software Installation and Upgrade Guide
the Planning Guide Site specification form
Software Installation and Upgrade Guide Server specification form
Knowledge Builder

Step Install Experion PKS SIM-C200


Software Installation and Upgrade Guide: page 93
1

10
Installing Mobile Access for eServer

Installing Mobile Access for eServer


References Complete these forms
Before you begin, read the Software Change Notice (SCN) and Software Installation and Upgrade Guide
the Planning Guide Site specification form
Software Installation and Upgrade Guide Server specification form
Knowledge Builder Client specification form

Step Install Experion PKS eServer Step Install Mobile Station Server
Software Installation and Upgrade Guide: page 88 Software Installation and Upgrade Guide: page 95
1 3

Step Configure Experion PKS eServer Step Configure Mobile Station PKS
Server and Client Configuration Guide Server and Client Configuration Guide
2 4

11
Installing Mobile Access for Station

Installing Mobile Access for Station


References Complete these forms
Before you begin, read the Software Change Notice (SCN) and Software Installation and Upgrade Guide
the Planning Guide Site specification form
Software Installation and Upgrade Guide Server specification form
Knowledge Builder Client specification form

Step Install Mobile Station Server Step Configure Mobile Station PKS
Software Installation and Upgrade Guide: page 95 Server and Client Configuration Guide
1 2

12
Installing Experion PKS Console Station

Installing Experion PKS Console Station


References Complete these forms
Before you begin, read the Software Change Notice (SCN) and Software Installation and Upgrade Guide
the Planning Guide Site specification form
Software Installation and Upgrade Guide Client specification form
Knowledge Builder

Step Install Experion PKS Console Station Step Configure Console Station
Software Installation and Upgrade Guide: page 98 Server and Client Configuration Guide
1 2

13
Installing Experion PKS Flex Station

Installing Experion PKS Flex Station


References Complete these forms
Before you begin, read the Software Change Notice (SCN) and Software Installation and Upgrade Guide
the Planning Guide Site specification form
Software Installation and Upgrade Guide Client specification form
Knowledge Builder

Step Install Experion PKS Flex Station Step Configure Flex Station
Software Installation and Upgrade Guide: page 101 Server and Client Configuration Guide
1 2

14
On-process migration of redundant Experion PKS R200 and R101 servers

On-process migration of redundant Experion PKS R200 and R101 servers


References Complete these forms
Before you begin, read the Software Change Notice (SCN) and Software Installation and Upgrade Guide
the Planning Guide Site specification form
Software Installation and Upgrade Guide Client specification form
Knowledge Builder

Step Prepare for on-process migration Step Perform upgrade and compatibility tests
Software Installation and Upgrade Guide: page 108 Software Installation and Upgrade Guide: page 117
1 6

Step Upgrade server B Step Upgrade server A


Software Installation and Upgrade Guide: page 110 Software Installation and Upgrade Guide: page 119
2 7

Step Migrate server B database Step Complete the on-process migration


Software Installation and Upgrade Guide: page 113 Software Installation and Upgrade Guide: page 122
3 8

Step Upgrade one or more client stations Step Upgrade remaining stations
Software Installation and Upgrade Guide: page 164 Software Installation and Upgrade Guide: page 164 and
4 9 page 114 for Console Stations

Step R200 upgrades: upgrade one or more Console Migrate controllers


Stations, if part of the system
Step Software Installation and Upgrade Guide: page 325
5 Software Installation and Upgrade Guide: page 114 10

15
Upgrading an Experion PKS R200 server

Upgrading an Experion PKS R200 server


References Complete these forms
Before you begin, read the Software Change Notice (SCN) and Software Installation and Upgrade Guide
the Planning Guide Site specification form
Software Installation and Upgrade Guide
Knowledge Builder

Upgrade the Experion PKS server Step Upgrade Experion PKS Console Station and
Step Software Installation and Upgrade Guide: page 125 other client applications
1 2 Software Installation and Upgrade Guide: page 141

Repeat for each Console Station

Step Configure Console Station


Server and Client Configuration Guide
3

Step Upgrade Experion PKS Flex Station and other


client applications
4 Software Installation and Upgrade Guide: page 144

Repeat for each Flex Station

Step Configure Flex Station


Server and Client Configuration Guide
5

16
Upgrading redundant Experion PKS R200 servers

Upgrading redundant Experion PKS R200 servers


References Complete these forms
Before you begin, read the Software Change Notice (SCN) and Software Installation and Upgrade Guide
the Planning Guide Site specification form
Software Installation and Upgrade Guide
Knowledge Builder

Step Prepare for the upgrade Step Upgrade Experion PKS Console Station and
Software Installation and Upgrade Guide: page 129 other client applications
1 5 Software Installation and Upgrade Guide: page 141

Repeat for each Console Station

Step Upgrade server B


Software Installation and Upgrade Guide: page 130
2 Step Configure Console Station
Server and Client Configuration Guide
6
Step Upgrade server A
Software Installation and Upgrade Guide: page 132
3 Step Upgrade Experion PKS Flex Station and other
client applications
7 Software Installation and Upgrade Guide: page 144

Complete the upgrade Repeat for each Flex Station


Step Software Installation and Upgrade Guide: page 133
4
Step Configure Flex Station
Server and Client Configuration Guide
8

17
Upgrading Experion PKS R200 ACE

Upgrading Experion PKS R200 ACE


References Complete these forms
Before you begin, read the Software Change Notice (SCN) and Software Installation and Upgrade Guide
the Planning Guide Site specification form
Software Installation and Upgrade Guide
Knowledge Builder

Step Upgrade Experion PKS R200 ACE


Software Installation and Upgrade Guide: page 135
1

18
Upgrading Experion PKS R200 SIM-C200

Upgrading Experion PKS R200 SIM-C200


References Complete these forms
Before you begin, read the Software Change Notice (SCN) and Software Installation and Upgrade Guide
the Planning Guide Site specification form
Software Installation and Upgrade Guide
Knowledge Builder

Step Upgrade Experion PKS R200 SIM-C200


Software Installation and Upgrade Guide: page 138
1

19
Upgrading Experion PKS R200 Console Stations and client applications

Upgrading Experion PKS R200 Console Stations and client applications


References Complete these forms
Before you begin, read the Software Change Notice (SCN) and Software Installation and Upgrade Guide
the Planning Guide Site specification form
Software Installation and Upgrade Guide
Knowledge Builder

Step Upgrade Experion PKS Console Station and Step Configure Console Station
client applications Server and Client Configuration Guide
1 Software Installation and Upgrade Guide: page 141 2

20
Upgrading Experion PKS R200 Flex Stations and client applications

Upgrading Experion PKS R200 Flex Stations and client applications


References Complete these forms
Before you begin, read the Software Change Notice (SCN) and Software Installation and Upgrade Guide
the Planning Guide Site specification form
Software Installation and Upgrade Guide
Knowledge Builder

Step Upgrade Experion PKS Flex Station and client Step Configure Flex Station
applications Server and Client Configuration Guide
1 Software Installation and Upgrade Guide: page 144 2

21
Upgrading an Experion PKS R101 server

Upgrading an Experion PKS R101 server


References Complete these forms
Before you begin, read the Software Change Notice (SCN) and Software Installation and Upgrade Guide
the Planning Guide Site specification form
Software Installation and Upgrade Guide
Knowledge Builder

Step Upgrade the Experion PKS server Step Upgrade Experion PKS client applications
Software Installation and Upgrade Guide: page 148 Software Installation and Upgrade Guide: page 164
1 2
Repeat for each client computer

Step Configure Flex Station


Server and Client Configuration Guide
3

22
Upgrading redundant Experion PKS R101 servers

Upgrading redundant Experion PKS R101 servers


References Complete these forms
Before you begin, read the Software Change Notice (SCN) and Software Installation and Upgrade Guide
the Planning Guide Site specification form
Software Installation and Upgrade Guide
Knowledge Builder

Step Prepare for the upgrade Step Upgrade Experion PKS client applications
Software Installation and Upgrade Guide: page 152 Software Installation and Upgrade Guide: page 164
1 5
Repeat for each client computer

Step Upgrade server B


Software Installation and Upgrade Guide: page 153
2
Step Configure Flex Station
Server and Client Configuration Guide
6
Step Upgrade server A
Software Installation and Upgrade Guide: page 155
3

Step Complete the upgrade


Software Installation and Upgrade Guide: page 156
4

23
Upgrading Experion PKS R101 ACE

Upgrading Experion PKS R101 ACE


References Complete these forms
Before you begin, read the Software Change Notice (SCN) and Software Installation and Upgrade Guide
the Planning Guide Site specification form
Software Installation and Upgrade Guide
Knowledge Builder

Step Upgrade Experion PKS R101 ACE


Software Installation and Upgrade Guide: page 158
1

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Upgrading Experion PKS R101 SCE

Upgrading Experion PKS R101 SCE


References Complete these forms
Before you begin, read the Software Change Notice (SCN) and Software Installation and Upgrade Guide
the Planning Guide Site specification form
Software Installation and Upgrade Guide
Knowledge Builder

Step Upgrade Experion PKS R101 SCE


Software Installation and Upgrade Guide: page 161
1

25
Upgrading Experion PKS R101 client applications

Upgrading Experion PKS R101 client applications


References Complete these forms
Before you begin, read the Software Change Notice (SCN) and Software Installation and Upgrade Guide
the Planning Guide Site specification form
Software Installation and Upgrade Guide
Knowledge Builder

Step Upgrade Experion PKS client applications Step Configure Flex Station
Software Installation and Upgrade Guide: page 164 Server and Client Configuration Guide
1 2

26
Upgrading a PlantScape R500.1 server to a new computer

Upgrading a PlantScape R500.1 server to a new computer


References Complete these forms
Before you begin, read the Software Change Notice (SCN) and Software Installation and Upgrade Guide
the Planning Guide Site specification form
Software Installation and Upgrade Guide
Knowledge Builder

Step Install Experion PKS server Step Upgrade PlantScape client applications
Software Installation and Upgrade Guide: page 79 Software Installation and Upgrade Guide: page 189
1 3
Repeat for each client computer

Step Upgrade from PlantScape R500.1 on a new


computer
2 Software Installation and Upgrade Guide: page 167

27
Upgrading redundant PlantScape R500.1 servers to new computers

Upgrading redundant PlantScape R500.1 servers to new computers


References Complete these forms
Before you begin, read the Software Change Notice (SCN) and Software Installation and Upgrade Guide
the Planning Guide Site specification form
Software Installation and Upgrade Guide
Knowledge Builder

Step Install Experion PKS server A Step Upgrade PlantScape client applications
Software Installation and Upgrade Guide: page 82 Software Installation and Upgrade Guide: page 189
1 5
Repeat for each client computer

Step Install Experion PKS server B


Software Installation and Upgrade Guide: page 84
2

Step Configure the servers


Server and Client Configuration Guide
3

Step Upgrade from PlantScape R500.1


Software Installation and Upgrade Guide: page 167
4

28
Upgrading a PlantScape R500.1 server on the existing computer

Upgrading a PlantScape R500.1 server on the existing computer


References Complete these forms
Before you begin, read the Software Change Notice (SCN) and Software Installation and Upgrade Guide
the Planning Guide Site specification form
Software Installation and Upgrade Guide
Knowledge Builder

Upgrade a PlantScape R500.1 server Step Upgrade PlantScape client applications


Step Software Installation and Upgrade Guide: page 172 Software Installation and Upgrade Guide: page 189
1 2
Repeat for each client computer

29
Upgrading redundant PlantScape R500.1 servers on existing computers

Upgrading redundant PlantScape R500.1 servers on existing computers


References Complete these forms
Before you begin, read the Software Change Notice (SCN) and Software Installation and Upgrade Guide
the Planning Guide Site specification form
Software Installation and Upgrade Guide
Knowledge Builder

Step Prepare for the upgrade Upgrade PlantScape client applications


Software Installation and Upgrade Guide: page 176
Step Software Installation and Upgrade Guide: page 189
1 5
Repeat for each client computer

Step Upgrade server B


Software Installation and Upgrade Guide: page 177
2

Step Upgrade server A


Software Installation and Upgrade Guide: page 179
3

Step Complete the upgrade


Software Installation and Upgrade Guide: page 181
4

30
Upgrading PlantScape R500.1 ACE

Upgrading PlantScape R500.1 ACE


References Complete these forms
Before you begin, read the Software Change Notice (SCN) and Software Installation and Upgrade Guide
the Planning Guide Site specification form
Software Installation and Upgrade Guide
Knowledge Builder

Step Upgrade PlantScape R500.1 ACE


Software Installation and Upgrade Guide: page 183
1

31
Upgrading PlantScape R500.1 SCE

Upgrading PlantScape R500.1 SCE


References Complete these forms
Before you begin, read the Software Change Notice (SCN) and Software Installation and Upgrade Guide
the Planning Guide Site specification form
Software Installation and Upgrade Guide
Knowledge Builder

Step Upgrade PlantScape R500.1 SCE


Software Installation and Upgrade Guide: page 186
1

32
Upgrading PlantScape client applications

Upgrading PlantScape client applications


References Complete these forms
Before you begin, read the Software Change Notice (SCN) and Software Installation and Upgrade Guide
the Planning Guide Site specification form
Software Installation and Upgrade Guide
Knowledge Builder

Step Upgrade PlantScape client applications


Software Installation and Upgrade Guide: page 189
1

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