Experion HS

Software Installation User's Guide

EHDOC-X136-en-430B
March 2015

Release 430
 Document Release Issue Date
EHDOC-X136-en-430B 430 0 March 2015

Disclaimer
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 International Sàrl.
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 2015 - Honeywell International Sàrl

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Contents

1 About this guide ..................................................................................................................................... 5

2 Before you begin .................................................................................................................................... 7
2.1 Downloading the latest software and documentation updates ............................................................................ 8
3 Getting started with installation ............................................................................................................ 9
3.1 Overview ........................................................................................................................................................... 10
3.2 Hardware and software requirements ............................................................................................................... 11
3.3 About configuration forms ............................................................................................................................... 13
3.4 Guidelines for naming Experion Servers .......................................................................................................... 15
4 Experion HS installation ...................................................................................................................... 17
4.1 Prerequisites ...................................................................................................................................................... 18
4.2 Preparing for the installation on HS Server/Flex station .................................................................................. 19
4.2.1 Customizing the Control Panel view ................................................................................................. 19
4.2.2 Guidelines for naming Experion HS servers ..................................................................................... 19
4.2.3 Installation considerations ................................................................................................................. 19
4.2.4 Turning off the Windows automatic updates option .......................................................................... 19
4.2.5 Setting the display resolution ............................................................................................................. 20
4.2.6 Configuring visual effects for increased performance ....................................................................... 20
4.2.7 Customizing the power options ......................................................................................................... 21
4.2.8 Disabling automatic disk defragmentation ........................................................................................ 21
4.2.9 Turning off the Windows Defender ................................................................................................... 21
4.2.10 Disabling the fast user switching option .......................................................................................... 22
4.2.11 Disabling the antivirus services and applications ............................................................................ 22
4.3 Preparing for the Installation on HS eServer .................................................................................................... 23
4.3.1 Customizing the Control Panel view ................................................................................................. 23
4.3.2 Turning off the Windows automatic updates option .......................................................................... 23
4.3.3 Setting up screen resolution and color quality ................................................................................... 23
4.3.4 Installation considerations ................................................................................................................. 23
4.3.5 Setting the display resolution ............................................................................................................. 24
4.3.6 Configuring visual effects for increased performance ....................................................................... 24
4.3.7 Customizing the power options ......................................................................................................... 24
4.3.8 Disabling automatic disk defragmentation ........................................................................................ 25
4.3.9 Disabling the antivirus services and applications .............................................................................. 25
4.4 Setting up an ESIS repository ........................................................................................................................... 26
4.5 Install Experion HS server using installation media ......................................................................................... 28
4.5.1 Prerequisites ....................................................................................................................................... 28
4.5.2 Considerations installation media ...................................................................................................... 28
4.6 Install Experion HS eServer using installation media ...................................................................................... 30
4.6.1 Prerequisites ....................................................................................................................................... 30
4.6.2 Considerations installation media ...................................................................................................... 30
4.7 Install Experion HS Flex station using installation media ................................................................................ 32
4.7.1 Considerations installation media ...................................................................................................... 32
5 Post installation tasks ......................................................................................................................... 35
5.1 About security levels ........................................................................................................................................ 36
5.1.1 Determining the security settings for Windows group operators ...................................................... 36

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CONTENTS

5.2 About Station logins and security levels .......................................................................................................... 38

5.3 Customize the system ....................................................................................................................................... 39
5.3.1 Preparing for the installation ............................................................................................................. 39
5.3.2 Removing unused system interfaces .................................................................................................. 39
5.3.3 Starting Quick Builder ....................................................................................................................... 40
5.3.4 Defragmenting the hard disk ............................................................................................................. 40
5.3.5 Configure the network for Ethernet based installation ...................................................................... 41
5.3.6 Building redundancy Link for Ethernet based installation ................................................................ 43
5.3.7 Guidelines for configuring common network properties ................................................................... 44
5.3.8 Guidelines for Dual Network Configuration ..................................................................................... 45
5.3.9 Description of the TCP/IP Properties ................................................................................................ 46
5.3.10 Setting up time synchronization ...................................................................................................... 47
6 Installing optional features .................................................................................................................. 49
6.1 Installing IKB/OEP Keyboard .......................................................................................................................... 50
6.2 Installing Redirection Manager ........................................................................................................................ 51
7 Supplementary tasks ........................................................................................................................... 53
7.1 Configure Experion HS in a domain (Optional) ............................................................................................... 54
7.2 Protect against virus .......................................................................................................................................... 56
7.2.1 Configure antivirus software guidelines ............................................................................................ 56
7.2.2 Configure McAfee VirusScan ............................................................................................................ 56
7.3 Starting and stopping Experion servers ............................................................................................................ 57
7.4 Change the server configuration ....................................................................................................................... 58
7.5 Reinstall Operating System .............................................................................................................................. 59
8 Maintenance and troubleshooting ...................................................................................................... 61
8.1 Maintain an ESIS repository ............................................................................................................................. 62
8.2 System tuning and troubleshooting .................................................................................................................. 64
8.3 Troubleshoot Experion installation failure ....................................................................................................... 65
9 Notices .................................................................................................................................................. 67
9.1 Documentation feedback .................................................................................................................................. 68
9.2 How to report a security vulnerability .............................................................................................................. 69
9.3 Support .............................................................................................................................................................. 70

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1 About this guide

This guide describes how to install Experion HS, and the different methods to install Experion HS.

Intended Audience
This guide is for people who are installing Experion HS.

Prerequisite skills
You should have knowledge about Experion HS system, and know the Experion HS components that you have
licensed and need to install and configure. You should also know how to complete system administration tasks
in the Windows operating system.

Related documents
For more information about installing Experion, refer to the:
• Getting Started with Experion Software Guide
• Experion Migration User’s Guide

Revision history

Version Data Description

A February 2015 Initial release
B March 2015 Updated sections 4.5.2, and 4.6.2

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1 ABOUT THIS GUIDE

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2 Before you begin

Related topics
“Downloading the latest software and documentation updates” on page 8

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2 BEFORE YOU BEGIN

2.1 Downloading the latest software and documentation updates

You can download the latest Experion software and documents from the Honeywell Process Solutions website.
To download the latest Experion software and documentation updates, perform the following steps.
Step Action
1 Go to “https://www.honeywellprocess.com/en-US/pages/default.aspx”
2 Click the Explore tab.
The Explore Honeywell Process Solutions page appears.
3 Under Products, click Control, Monitoring and Safety Systems.
The Control, Monitoring and Safety Systems page appears.
4 Click Scalable Control Solutions.
The Scalable Control Solutions page appears.
5 Click Experion HS.
The Experion HS page appears.

Tip
You can also use the following link to go to the Experion HS page: “https://
www.honeywellprocess.com/en-US/explore/products/control-monitoring-and-safety-systems/
scalable-control-solutions/Pages/experion-hs.aspx”

6 In the Search box (at the upper-right corner of the page), type the name of software or documents you want
to search for, and then click the search icon.
7 Click Search and then download the software and documents, as necessary.

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3 Getting started with installation

This section describes the tasks that you need to perform to start the installation process.

Related topics
“Overview” on page 10
“Hardware and software requirements” on page 11
“About configuration forms” on page 13
“Guidelines for naming Experion Servers” on page 15

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3 GETTING STARTED WITH INSTALLATION

3.1 Overview
You can install Experion on systems that are in a workgroup or domain.
The following are the product types supported by Experion.
• Experion Server
• Experion Flex Station
• eServer
Methods of installation
Experion supports the following two installation methods.
• Installation using Experion installation media
• Installation using Experion Software Installation Server (ESIS)
Using the Experion installation media
In this method, you can install Experion using the Experion HS Application DVD and SQL DVD.
Using Experion Software Installation Server (ESIS)
The ESIS is a file server/file share. Specifically, it is any accessible Windows networking-based node or
removable media. It is capable of hosting a share with account security that has available disk space to host the
Experion installation media. You can set up an ESIS to host the Experion software. To install system software
on Experion system nodes, you can access ESIS over the network or a removable drive. If you are using ESIS,
you need not use the software DVDs to install Experion. ESIS is a single repository of all the latest Experion
DVDs. New DVDs released by Honeywell are updated to ESIS. If ESIS is hosted on a computer that is
accessible on the network or a removable drive connected to a computer, which is accessible on the network,
then multiple nodes can be installed at the same time. If ESIS is hosted on a removable drive and is connected
to a computer where installation needs to be performed, then only one node can be installed at a time.

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 3 GETTING STARTED WITH INSTALLATION

3.2 Hardware and software requirements

Computer hardware specifications
For information on computer hardware specifications, refer to Technical Specifications data at Honeywell
Process Solutions website.

Attention
The computer hardware must be certified for the supported Operating System.

Free disk space

Before installing Experion HS, ensure that you have minimum free hard disk space of 20 GB for process server
and 10 GB for process client on the C: drive of the node.
Disk storage requirements
The required disk storage depends on the history and event archiving requirements. To calculate storage
requirements, refer to the Experion Server and Client Planning Guide.
Backup facilities
It is essential that you provide backup facilities for the server to protect against a hard disk failure or other
problems. For more information about backup and restore, refer to the Experion HS R430 Backup and Restore
guide.
Network Interface Cards
It is recommended that you use the Network Interface Card (NIC) supplied with the computer (if it is a DELL
computer). However, you can also use any NICs supported by the supported Operating System.
Controller Interfaces
Refer to your Experion HS License Certificate for details about the interfaces supported by Experion HS. For
installation and configuration information, refer to the Experion Interface Reference Guides.
Software requirements

Operating System • For HS Server/Flex station :

Microsoft Windows 7 Professional edition (64-bit) English version + SP1(Service
Pack 1)
• For HS eServer :
Microsoft Windows Server 2008 R2 (64-bit) Standard
Microsoft Office Microsoft Office 2007, Microsoft Office 2010, and Microsoft Office 2013 (32 bit).

Note
DO NOT install Microsoft Outlook on the server node. For more information
about installing Microsoft Excel Reports, refer to the Supplementary
Installation Tasks Guide.
For more information about creating Microsoft Excel Reports, refer to the
section, “Configuring reports” in the Server and Client Configuration Guide.

Antivirus software • Symantec Endpoint Protection 11; Release Update 6a, supersedes RU6
• McAfee AV + VirusScan Engine + patch (8.7i + Engine 5400 + Patch3)
Refer to the Honeywell Process Solutions website for more information about
Honeywell-qualified antivirus software.
For more information about configuring the antivirus software, refer to the section,
Protect against virus.

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 3 GETTING STARTED WITH INSTALLATION

3.3 About configuration forms

This section contains information about the configuration forms that are required during the installation. We
recommend that you print a copy of the following forms to record the relevant information as you read this
section.
Server configuration form

Attention
The non-redundant server computer names must not end with the letter A or B. However, in a redundant server
system, the names of the nodes must end with the letters A or B.

Property Value
Server computer name, for example expserver For more
information about naming conventions, refer to the section
Guidelines for naming Experion servers.
Domain or workgroup name
Server IP address
Subnet mask
Default gateway
Windows mngr account password Ensure that you choose a
strong password for the Windows mngr account, as it is
difficult to change the password after the system installation.
It is recommended to have complex password. This
password must be the same on all the Experion nodes.

Client configuration form

Attention
The client computer names must not end with the letter A or B. Only redundant server pair nodes can end with the
letters A or B, as these letters are reserved for redundant servers. For more information, refer to the section Guidelines
for naming Experion servers.

Property Value
Client/Station 1
Computer name
IP address
Client/Station 2
Computer name
IP address
Client/Station 3
Computer name
IP address
Client/Station 4
Computer name
IP address
Client/Station 5
Computer name
IP address

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3 GETTING STARTED WITH INSTALLATION

Property Value
Client/Station 6
Computer name
IP address
Client/Station 7
Computer name
IP address
Client/Station 8
Computer name
IP address
Client/Station 9
Computer name
IP address
Client/Station 10
Computer name
IP address
Client/Station 11
Computer name
IP address
Client/Station 12
Computer name
IP address
Client/Station 13
Computer name
IP address
Client/Station 14
Computer name
IP address
Client/Station 15
Computer name
IP address

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 3 GETTING STARTED WITH INSTALLATION

3.4 Guidelines for naming Experion Servers

CAUTION
You cannot change the computer name of Experion servers after the installation. However, if you want to change
the computer name, you must reinstall the server software.

All Experion server and client computers must have a unique fixed name and IP address.
The following are the basic restrictions when naming the server and client computers.
• The computer name must be 14 characters, or less, in length.
• The computer name must begin with an alphabetic character. For example a to z, or A to Z.
• The computer name cannot contain spaces or other non-standard characters.
• For non-redundant server nodes, the computer name MUST NOT end with A or B.
• For redundant server nodes, the computer name MUST end with A or B.
• The computer name must not end with "0" or "1". (Ending a name with 0 or 1 may result in communication
failure if you have redundant networks. This is because 0 and 1 suffixes are appended to the computer names
in host files to identify redundant links).

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4 Experion HS installation

Related topics
“Prerequisites” on page 18
“Preparing for the installation on HS Server/Flex station” on page 19
“Preparing for the Installation on HS eServer” on page 23
“Setting up an ESIS repository” on page 26
“Install Experion HS server using installation media” on page 28
“Install Experion HS eServer using installation media” on page 30
“Install Experion HS Flex station using installation media” on page 32

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4.1 Prerequisites
Ensure that Microsoft Windows 7 Professional Edition (64-bit) English Version + SP1 (for HS Server/Flex
station) or Microsoft Windows Server 2008 R2 Standard (for HS eServer) is installed on your system by
performing the following:
1. On the Start menu, right-click Computer and then click Properties.
2. Verify the system information in the System Properties window.
You must use a user account with administrative privileges to install Experion. Do not use the default Windows
7 Professional administrator account. Check the BIOS settings of your computer and verify that any Multiple
CPU Core related options are enabled. Refer to the computer Manufacturers documentation for more details.
For redundant systems, the node hardware for both Server B and Server A must be identical.

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4.2 Preparing for the installation on HS Server/Flex station

4.2.1 Customizing the Control Panel view

1 Click Start > Control Panel.
The Control Panel opens.
2 In the View by list, click Large icons.

Attention
Ensure that you customize the Control Panel view as large icons, for all logins.

4.2.2 Guidelines for naming Experion HS servers

CAUTION
You cannot change the computer name of the Experion servers after the installation. However, if you want to
change the computer name, you must reinstall the servers software.

All Experion servers/client computers must have a unique fixed name and IP address. The following are the
basic restrictions when naming the servers/client computers.
• The computer name must be 14 characters, or less, in length.
• The computer name must begin with an alphabetic character. For example a to z, or A to Z.
• The computer name cannot contain spaces or other non-standard characters.
• For non-redundant servers nodes, the computer name MUST NOT end with A or B.
• For redundant servers nodes, the computer name MUST end with A or B.
• The computer name must not end with "0" or "1". (Ending a name with 0 or 1 may result in communication
failure if you have redundant networks, because 0 and 1 suffixes are appended to the computer names in host
files to identify redundant links.)

4.2.3 Installation considerations

Ensure that the following tasks are performed before you begin installation.
• You must use a user account with administrative privileges to install Experion. Do not use the default
Windows administrator account.
• For redundant systems, the node hardware for ServerB and ServerA must be identical.
• If User Account Control dialog box appears, click Continue or Allow as applicable to proceed with the
task.
• Verify the operating system installed on your system by performing the following:
1. On the Start menu, right-click Computer and then click Properties.
2. Verify the system information in the System Properties window.
• All procedures in this section are applicable for all the nodes, irrespective of entry level or high capacity
system. The steps to be performed may vary only based on the operating system.

4.2.4 Turning off the Windows automatic updates option

It is strongly recommended not to install any updates that are not qualified by Honeywell. Honeywell qualifies
Microsoft security updates/patches to ensure that the update or patch works in conjunction with the Experion

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software. After qualifying any Microsoft patches/updates, the customers are notified and the updates are made
available through the Honeywell Process Solutions website.

To turn off Window automatic updates option

1 Perform the following steps.
Option Description
Windows 7 1. In the Windows Control Panel large or small icon view, double-click Windows Update.
2. In the left pane, click Change Settings.
3. Under Important updates, selectNever check for updates (not recommended).
2 Under Recommended updates, clear the check box.
3 Click OK and close the Windows Update dialog box.

4.2.5 Setting the display resolution

To adjust the display resolution

1 Perform the following:
Option Description
Windows 7 • In the Windows Control Panel large or small icon view, click Display.
2 In the left pane, click Adjust resolution.
3 In the Resolution list, select the display resolution to a supported Experion resolution (for example 1280 x
1024, 32-bit and 1024 x 768, 32-bit), and click OK.
4 In the Display Settings dialog box, click Keep changes.

Attention
The Display Settings dialog box appears only if you are adjusting the display setting for the first time.

5 Close the Display window.

4.2.6 Configuring visual effects for increased performance

To customize the performance settings

1 Perform the following steps.
Option Description
Windows 7 • In the Windows Control Panel large or small icon view, click System.
Windows Server 2008 R2 • In the Windows Control Panel classic view, double-click System.
2 In the left pane, click Advanced System Settings.
The System Properties dialog box appears.
3 On the Advanced tab, click Settings under Performance.
The Performance Options dialog box appears.
4 On the Visual Effects tab, click Adjust for best performance.
5 Click Apply and then click OK.
6 Click OK to close the System Properties dialog box, and then close the System window.

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4.2.7 Customizing the power options

To customize the power options

1 Perform the following :
Option Description
Windows 7 • In the Windows Control Panel large or small icon view, click Power Options.
• Under Preferred plans, click Balanced (recommended) and then click Change plan settings.
Windows Server • In the Windows Control Panel classic view, double-click Power Option.
2008 R2 • Click Change settings that are currently unavailable.
• Under Preferred plans, click Balanced (recommended).
• Click Change settings that are currently unavailable.
2 In the Turn off the display list, click Never.
If Put the computer to sleep option appears, click Never.
3 Click Save Changes.
4 Close the Power Options window.

4.2.8 Disabling automatic disk defragmentation

To disable automatic disk defragmentation

1 Click Start > Computer.
The Computer window appears.
2 Right-click Local Disc (C:) and click Properties.
The Local Disc (C:) Properties window appears.
3 Click the Tools tab.
4 Under Defragmentation, click Defragment Now.
The Disc Defragmenter dialog box appears.
5 Perform the following steps:
Option Description
Windows 7 1. Click Configure schedule.
The Disc Defragmenter: Modify Schedule dialog box appears.
2. Click Select disks.
The Disc Defragmenter: Select Disks For Schedule dialog box appears.
3. Clear the Automatically defragment new disks checkbox and click OK.
4. Clear the Run on a Schedule (recommended) checkbox and click OK.
Windows Server 2008 R2 • Clear the Run on a Schedule (recommended) checkbox and click OK.
6 Click Close to close Disc Defragmenter window.
7 Click OK to close Local Disc (C:) Properties window.
8 Close the Computer window.

4.2.9 Turning off the Windows Defender

If you have Windows Defender enabled in your system, perform the following steps to disable Windows
Defender for improved performance. Note that this procedure is applicable only for Windows 7 nodes.

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To turn off the Windows Defender

1 Click Start from your desktop. Then select Control Panel.
2 In the search box, type Windows Defender. Then, click Windows Defender.
The Windows Defender dialog box appears.
3 Click Tools, and then click Options.
4 Click Administrator, clear the Use this program check box, and then click Save. If you're prompted for an
administrator password or confirmation, type the password or provide confirmation.

4.2.10 Disabling the fast user switching option

You must disable fast user switching in order to prevent multiple users from logging on to the system
simultaneously.

To disable the fast user switching option

1 Click Start > Run and type gpedit.msc.
The Local Group Policy Editor dialog box appears.
2 In the left side of the window, under Local Computer Policy expand Computer Configuration >
Administrative Templates > System and click Logon.
3 Double-click Hide entry points for Fast User Switching.
The Hide entry points for Fast User Switching dialog box appears.
4 Click Enabled, and then click OK.
5 Close the Local Group Policy Editor dialog box.

4.2.11 Disabling the antivirus services and applications

To ensure proper installation of the software, before you begin with Experion installation, disable the antivirus
services, if antivirus is already installed on the system.

To disable the antivirus services and applications

1 Click Start > Run and type msconfig.
2 In the Services tab, turn off all antivirus services and applications.
3 Enable and restart these services and applications after the installation is complete.

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4.3 Preparing for the Installation on HS eServer

4.3.1 Customizing the Control Panel view

1 Click Start > Control Panel.
The Control Panel opens.
2 In the View by list, click Large icons.

Attention
Ensure that you customize the Control Panel view as large icons, for all logins.

4.3.2 Turning off the Windows automatic updates option

It is strongly recommended not to install any updates that are not qualified by Honeywell. Honeywell qualifies
Microsoft security updates/patches to ensure that the update or patch works in conjunction with the Experion
software. After qualifying any Microsoft patches/updates, the customers are notified and the updates are made
available through the Honeywell Process Solutions website.

To turn off Window automatic updates option

1 Perform the following steps.
Option Description
Windows Server 2008 1. In the Windows Control Panel classic view, double-click Windows Update.
2. In the left pane, click Change Settings.
3. Click Never check for updates (not recommended).
2 Under Recommended updates, clear the check box.
3 Click OK and close the Windows Update dialog box.

4.3.3 Setting up screen resolution and color quality

4.3.4 Installation considerations

Ensure that the following tasks are performed before you begin installation.
• You must use a user account with administrative privileges to install Experion. Do not use the default
Windows administrator account.
• If User Account Control dialog box appears, click Continue or Allow as applicable to proceed with the
task.
• Verify the operating system installed on your system by performing the following:
1. On the Start menu, right-click Computer and then click Properties.
2. Verify the system information in the System Properties window.
• All procedures in this section are applicable for all the nodes, irrespective of entry level or high capacity
system. The steps to be performed may vary only based on the operating system.

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4.3.5 Setting the display resolution

To adjust the display resolution

1 Perform the following steps.
Option Description
Windows Server 2008 • In the Windows Control Panel classic view, double-click Display.
2 In the left pane, click Adjust resolution.
3 In the Resolution list, select the display resolution to a supported Experion resolution (for example 1280 x
1024, 32-bit and 1024 x 768, 32-bit), and click OK.
4 In the Display Settings dialog box, click Keep changes.

Attention
The Display Settings dialog box appears only if you are adjusting the display setting for the first time.

5 Close the Display window.

4.3.6 Configuring visual effects for increased performance

To customize the performance settings

1 Perform the following steps.
Option Description
Windows Server 2008 • In the Windows Control Panel classic view, double-click System.
2 In the left pane, click Advanced System Settings.
The System Properties dialog box appears.
3 On the Advanced tab, click Settings under Performance.
The Performance Options dialog box appears.
4 On the Visual Effects tab, click Adjust for best performance.
5 Click Apply and then click OK.
6 Click OK to close the System Properties dialog box, and then close the System window.

4.3.7 Customizing the power options

To customize the power options

1 Perform the following steps:
Option Description
Windows Server 2008 • In the Windows Control Panel classic view, double-click Power Options.
• Click Change settings that are currently unavailable.
• Under Preferred plans, click Power Saver and then click Change plan settings.
• Click Change settings that are currently unavailable.
2 In the Turn off the display list, click Never.
If Put the computer to sleep option appears, click Never.
3 Click Save Changes.
4 Close the Power Options window.

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4.3.8 Disabling automatic disk defragmentation

To disable automatic disk defragmentation

1 Click Start > Computer.
The Computer window appears.
2 Right-click Local Disc (C:) and click Properties.
The Local Disc (C:) Properties window appears.
3 Click the Tools tab.
4 Under Defragmentation, click Defragment Now.
The Disc Defragmenter dialog box appears.
5 Perform the following steps.
Option Description
Windows Server 2008 • Clear the Run on a Schedule (recommended) checkbox and click OK.
6 Click Close to close Disc Defragmenter window.
7 Click OK to close Local Disc (C:) Properties window.
8 Close the Computer window.

4.3.9 Disabling the antivirus services and applications

To ensure proper installation of the software, before you begin with Experion installation, disable the antivirus
services, if antivirus is already installed on the system.

To disable the antivirus services and applications

1 Click Start > Run and type msconfig.
2 In the Services tab, turn off all antivirus services and applications.
3 Enable and restart these services and applications after the installation is complete.

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4.4 Setting up an ESIS repository

ESIS repository consists of a copy of the Experion installation media , required for installation. You can create
an ESIS repository on a local hard disk that can be accessed using a network share.

Attention
This section is applicable only if you want to install Experion from ESIS repository.

Prerequisites
• Create a folder that functions as the ESIS repository, in the required location. The destination folder can be
created only on local system drives.
• Ensure that minimum space of 20GB is available on the ESIS server for setting up the ESIS repository.
• Ensure you have .Net 2.0 (minimum) installed on your system.
• Disable On-Access Scan for your antivirus program prior to starting the ESIS setup. Ensure that you enable
On-Access Scan for your antivirus program after you have completed the ESIS setup.

To set up the ESIS

1 Insert the Experion installation media then click Run Experion HS Media Browser in the AutoPlay dialog
box.
The Honeywell — Experion Installer – R430 page appears.
2 Click Setup an Experion Software Installation Server.
If the ESIS tool fails to start and an error message .Net2.0 or higher needs to be installed. appears, click
OK to exit. Go to <Install Media>\Packages\Microsoft\DotNet3.5\dotnetfx35SP1.exe and install .Net
framework 4.5.
3 If a dialog box with file security appears, click Yes.
• Create a new ESIS Repository
• Upgrade existing ESIS Repository
• Resume a failed ESIS Repository creation
• Remove existing ESIS Repository

Attention
When the ESIS Preparation Utility is started on the computer for the first time, only the option Create a New
ESIS Repository is enabled by default; all the other options are disabled.

4 Click Create a New ESIS Repository, if not already selected and click Next.
5 On the Select a path screen, click Browse to select the destination folder for the ESIS repository.
6 Click Next.
If you select local system drive, a message prompting to share the destination location appears.
7 Click OK.
The Folder Properties dialog box appears.

Attention
Consider the following before setting up permissions for the shared folder:
• Provide only Read permissions to the share.
• Provide share access permissions only to a single user account.
• Do not provide share access permissions Everyone or groups.

8 To set the folder permissions, perform the following steps.

a In the Folder Properties dialog box, click the Sharing tab and then click Advanced Sharing.
b In the Advanced Sharing dialog box, select Share this folder check box.

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 4 EXPERION HS INSTALLATION

c Under Settings, type the Share name and click Permissions to assign permissions (Read permission or
Read and Write permission) to this share.
d Click OK to close the Permissions dialog box.
e Click Apply and then OK to close the Advanced Sharing dialog box.
f Close the Folder Properties dialog box.
9 In the Select media page, select the check boxes against the names of the media to select the media for ESIS
repository creation and click Start.
A message to close all the Explorer windows appears.
10 Close all the windows and click OK to proceed.
The Status Display screen appears.

Attention
If My Documents folder appears, close it.

11 After the media is copied, the Description is updated to ESIS Repository [<Name>] created successfully
at <Destination Location>.

12 Click Finish.

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4.5 Install Experion HS server using installation media

4.5.1 Prerequisites
• Ensure you have the following, before starting the installation.
– Experion HS installation media
– Software license certificate
– Software protection key (dongle), if specified on the license certificate

4.5.2 Considerations installation media

This procedure must be performed using a user account with administrative privileges.
To install Experion server, perform the following steps.

Step Action
1 If a software protection key (dongle) is specified on the license certificate, insert this key on the computers USB
port.
The Found New Hardware dialog box appears.
2 Wait for the Operating System to complete the USB driver installation.
If any warning dialog box appears, ignore the message and proceed with the installation.
3 Insert the Experion HS installation media in the DVD drive.
The AutoPlay dialog box appears.
4 Under Install or run program , click Run Experion Media Browser.
The Honeywell – Experion HS Installer – R430 page appears.
5 Click Install/Migrate Experion HS.
The User Account Control dialog box appears.
6 Click Yes.
The Honeywell Experion HS – DialogManager appears.
7 Click Next.
The Migration/Clean Install Selection page appears.
8 Click Install Clean, and then click Next.
9 Click Yes on the warning dialog box.
The License Agreement page appears.
10 Click I accept the terms in the license agreement, and then click Next.
The Setup type of Node to Install page appears.
11 Select SCADA Server from the Experion Product Node Type list and click Next.
12 Click Yes to proceed with the installation.
The User and License Information page appears.
13 Under Customer Information, enter the Name and Company Name.
14 Under Experion System Software, enter the System Number and Authorization.
15 Click Next. The Installation Path(s) Selection page appears.

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16 Click Next, if you are using the default installation path.

Or
Perform the following to specify a new installation path.
1. Click Change and then click the Browse button corresponding to the path you want to change.
2. Specify a new installation path.
3. Click Next.
The Feature and Options Selection page appears.
17 Under Experion PKS Install Option, the Typical option is selected by default.
Click Next, if you do not want any Add-on Features to be installed.
Or
Perform the following to install Add-on Features:
1. Click Custom and then select the check box corresponding to the feature you want to install.
2. Click Next.
The Experion Accounts Passwords Entry page appears.
18 Type the passwords for the following:
• MNGR Account : Enter Password and Confirm Password.
• Expengr Account : Enter Password and Confirm Password.
• Expoper Account : Enter Password and Confirm Password.
• Experion SQL Agent Account : Enter Password and Confirm Password.
Click Next.
19 Type the password for the following:
Experion SQL Enter Password and Confirm Password.
Account
For more information about the Windows accounts, refer to the section About default security settings.

CAUTION
Passwords of local accounts must be configured to be the same on all Experion nodes.

20 Click Next.
The Summary page appears.
21 Click Install.
The installation begins.

Attention
Ignore the small user interface window that appears during server patch installation. Ensure you do not
click anywhere during this step.

22 Click Yes to restart the computer and log on as a user with administrator privileges.
23 When Welcome to Experion PKS page appears, click View license agreement to review the Honeywell
license agreement.
24 Clear Show this screen next time you start Windows check box.
25 Click Close.
26 Complete the tasks in the section – Post installation tasks.

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4.6 Install Experion HS eServer using installation media

4.6.1 Prerequisites
• Ensure you have the following, before starting the installation.
– Experion HS installation media
– Software license certificate
– Software protection key (dongle), if specified on the license certificate

4.6.2 Considerations installation media

This procedure must be performed using a user account with administrative privileges.
To install Experion eServer, perform the following steps.

Step Action
1 If a software protection key (dongle) is specified on the license certificate, insert this key on the computers USB
port.
The Found New Hardware dialog box appears.
2 Wait for the Operating System to complete the USB driver installation.
If any warning dialog box appears, ignore the message and proceed with the installation.
3 Insert the Experion HS installation media in the DVD drive.
The AutoPlay dialog box appears.
4 Under Install or run program , click Run Experion Media Browser.
The Honeywell – Experion HS Installer – R430 page appears.
5 Click Install/Migrate Experion HS.
The User Account Control dialog box appears.
6 Click Yes.
The Honeywell Experion HS – DialogManager appears.
7 Click Next.
The Migration/Clean Install Selection page appears.
8 Click Install Clean, and then click Next.
9 Click Yes on the warning dialog box.
The License Agreement page appears.
10 Click I accept the terms in the license agreement, and then click Next.
The Setup type of Node to Install page appears.
11 Select eServer (ESV) from the Experion Product Node Type list and click Next.
12 Click Yes to proceed with the installation.
The User and License Information page appears.
13 Under Customer Information, enter the Name and Company Name.
14 Under Experion System Software, enter the System Number and Authorization.
15 Click Next. The Installation Path(s) Selection page appears.

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16 Click Next, if you are using the default installation path.

Or
Perform the following to specify a new installation path.
1. Click Change and then click the Browse button corresponding to the path you want to change.
2. Specify a new installation path.
3. Click Next.
The Feature and Options Selection page appears.
17 Under Experion PKS Install Option, the Typical option is selected by default.
Click Next, if you do not want any Add-on Features to be installed.
Or
Perform the following to install Add-on Features:
1. Click Custom and then select the check box corresponding to the feature you want to install.
2. Click Next.
The Experion Accounts Passwords Entry page appears.
18 Type the passwords for the following:
• MNGR Account : Enter Password and Confirm Password.
• Expengr Account : Enter Password and Confirm Password.
• Expoper Account : Enter Password and Confirm Password.
• Experion SQL Agent Account : Enter Password and Confirm Password.
Click Next.
19 Type the password for the following:
Experion SQL Enter Password and Confirm Password.
Account
Standard Access Enter Password and Confirm Password.
Administrator
Standard Access Enter Password and Confirm Password.
User
For more information about the Windows accounts, refer to the section About default security settings.

CAUTION
Passwords of local accounts must be configured to be the same on all Experion nodes.

20 Click Next.
The Summary page appears.
21 Click Install.
The installation begins.

Attention
Ignore the small user interface window that appears during eServer patch installation. Ensure you do not
click anywhere during this step.

22 Click Yes to restart the computer and log on as a user with administrator privileges.
23 When Welcome to Experion PKS page appears, click View license agreement to review the Honeywell
license agreement.
24 Clear Show this screen next time you start Windows check box.
25 Click Close.
26 Complete the tasks in the section – Post installation tasks.

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4.7 Install Experion HS Flex station using installation media

4.7.1 Considerations installation media

This procedure must be performed using a user account with administrative privileges.
To install Experion HS client, perform the following steps.

Step Action
1 Insert the Experion HS installation media in the DVD drive.
The AutoPlay dialog box appears.
2 Under Install or run program , click Run Experion Media Browser.
The Honeywell – Experion HS Installer – R430 page appears.
3 Click Install/Migrate Experion HS.
The User Account Control dialog box appears.
4 Click Yes.
The Welcome to the Honeywell Experion HS R430.1 Installation Setup appears.
5 Click Next.
The Migration/Clean Install Selection page appears.
6 Click Install Clean, and then click Next.
7 Click Yes on the warning dialog box.
The License Agreement page appears.
8 Click I accept the terms in the license agreement, and then click Next.
The Setup type of Node to Install page appears.
9 Select Flex Station (ES-F) from the Experion Product Node Type list and click Next.
10 Under Customer Information, enter the Name and Company Name.
11 Click Next. The Installation Path(s) Selection page appears.
12 Click Next, if you are using the default installation path.
Or
Perform the following to specify a new installation path.
1. Click Change and then click the Browse button corresponding to the path you want to change.
2. Specify a new installation path.
3. Click Next.
The Feature and Options Selection page appears.
13 Under Experion PKS Install Option, the Typical option is selected by default.
Click Next, if you do not want any Add-on Features to be installed.
Or
Perform the following to install Add-on Features:
1. Click Custom and then select the check box corresponding to the feature you want to install.
2. Click Next.
The Experion Accounts Passwords Entry page appears.

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14 Type the passwords for the following:

• MNGR Account : Enter Password and Confirm Password.
• Expengr Account : Enter Password and Confirm Password.
• Expoper Account : Enter Password and Confirm Password.

Attention
Passwords of local accounts must be configured to be the same on all Experion nodes.

15 Click Next.
The Summary page appears.
16 Click Install.
The installation begins.

Attention
Ignore the small user interface window that appears during server patch installation. Ensure you do not
click anywhere during this step.

17 Click Yes to restart the computer and log on as a user with administrator privileges.
18 When Welcome to Experion PKS page appears, click View license agreement to review the Honeywell
license agreement.
19 Clear Show this screen next time you start Windows check box.
20 Click Close.
21 Complete the tasks in the section – Post installation tasks.

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Related topics
“About security levels” on page 36
“About Station logins and security levels” on page 38
“Customize the system” on page 39

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5.1 About security levels

The current security level of a Station is displayed in the Status Bar (right-hand side). If no operator is logged
on to the Station, this part of the Status Bar is blank.

Figure 1: Status bar showing the current security level setting ('MNGR')

You can use up to six different security levels in Experion. These levels are shown in the following table in
ascending order of access.

Table 1: Security levels

Default Security Level Acronym Default Meaning

View Only, previously called Lvl1 (Available with operator-based View-only mode
security only)
Ack Only, previously called Lvl2 (Available with operator-based security Alarm acknowledgement mode
only)
OPER Operator mode
SUPV Supervisor mode
ENGR Engineer mode
MNGR Manager mode

If you have configured a Station to use operator-based security:

• The Station prompts you to log on, and you cannot access any Station functions until you have successfully
logged on.
If you have configured a Station to use single signon (available only if you are using Windows accounts):
• The Station starts with the credentials of the current Windows account if the equivalent operator definition
exists in Experion or if the Windows account is a member of a Windows group configured in Experion.
If you have configured a Station to use Station-based security:
• The Station starts at a security level of OPER, but you need to enter a password if you want to access a higher
level of security.
The security levels OPER through MNGR can be assigned to server functions. In order to use the function, the
current security level used to run Station must be equal to or greater than the security level assigned to the
function. For example, a push button on a display might be assigned a security level of SUPV when a custom
display is built. In order for an operator to use the push button, the Station security level must be either SUPV,
ENGR, or MNGR.

5.1.1 Determining the security settings for Windows group operators

An operator can be a member of more than one Experion Windows group. The security settings of the first 10
groups (as they are stored in the server database) to which an operator belongs are used to determine the
security settings for the operator.
If an operator is a member of an Experion Windows group as well as being defined as a single operator, the
security settings for the Experion Windows group are ignored unless the Ignore Windows groups for this
operator option is disabled.
The following table describes how the combined security settings of each Experion Windows group are used to
determine the security settings for a particular operator belonging to more than one Experion Windows group.

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Security setting Applied security setting

Security level The highest level of all Experion Windows group accounts is applied.
Control level The highest level of all Experion Windows group accounts is applied.
Alarm/Event print settings A union of all settings is applied. For example, Group1 prints urgent and high alarms,
Group2 prints low alarms and events. An operator belonging to both Windows groups can
print urgent, high, and low alarms and events.
Idle time-out The longest time-out period is applied.
If a value of 0 is specified for any of the Experion Windows group accounts, then no time-
out is applied.
If no idle time-out is specified for any of the Experion Windows group accounts, the system
wide idle time-out is used.
Startup page Experion searches the Experion Windows group accounts to which the operator belongs in
the order listed in the Operator Summary display. It chooses the first of those Experion
Windows group accounts that has a startup page defined and uses this startup for the
operator.
If there is no startup page configured for any of the Experion Windows group accounts, the
system wide startup page is used.
Asset assignment The highest permission for each asset is applied. If a profile is used, the profile is calculated
and merged with the permissions of the other Experion Windows group accounts.
For example, if one Experion Windows group account has view only permission and
another Experion Windows group account has view and acknowledge permission, a
member of both will have view and acknowledge permission.
Time access Time access is checked only at logon. If the Experion Windows group account has access at
the current time, then all of the settings in the Experion Windows group account are
considered in determining the settings for the operator.
If the Experion Windows group account does not have access at the time, then all of the
settings in the Experion Windows group account are ignored when determining the settings
for the operator.
Station access Station access is checked only at logon. If the Experion Windows group account has access
at the current time, then all of the settings in the Experion Windows group account are
considered in determining the settings for the operator.
If the Experion Windows group account does not have access at the time, then all of the
settings in the Experion Windows group account are ignored when determining the settings
for the operator.

If the user logging in with an integrated account is also a member of a Windows group configured in Experion,
then care needs to be taken when using the Operator is allowed to login at more than one Station
simultaneously and Ignore any Windows Group settings for this Operator options when configuring an
operator account:
• If the Ignore any Windows Group settings for this Operator option is disabled and Operator is allowed
to login at more than one Station simultaneously option is disabled, then this user can log in to more than
one Station. However, the first Station they log on to will have a Scope of Responsibility that is based on the
operator's record and also all of the relevant Windows Group records. For subsequent logons the Scope of
Responsibility will be determined completely by the relevant Windows Group records.
• If Operator is allowed to login at more than one Station simultaneously is enabled then all logons will
have their Scope of Responsibility determined by the operator's record and all relevant Windows Group
records.
• If the Ignore any Windows Group settings for this Operator option is enabled, all relevant Group records
are always ignored for all logon attempts by this user.

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5.2 About Station logins and security levels

Experion provides the following security levels that apply when you use Station. If you use the default Station-
based security, you can move to a particular security level by typing the password for that level on the Station. If
you use operator-based security, each person is given a unique Station Operator ID and assigned a specific
security level. Refer to the section, Configuring security and access in the Experion Server and Client
Configuration Guide for description of the Station and Operator-based security options.

Security Level Default Password Description

View Only No default Only viewing is permitted. This level is available only with
operator-based security.
Ack Only No default Viewing and alarm acknowledgement is permitted. This level is
available only with operator-based security.
OPER oper This is the standard operator level that allows alarm
acknowledgement and routine control.
SUPV supv Provides access to supervisor-level functions.
ENGR engr Provides access to engineer-level functions.
MNGR mngr Provides unrestricted access to all functions.

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5.3 Customize the system

Prerequisites
Before starting the post installation tasks, ensure you have logged in as a user, which is part of Administrators
and Product Administrators group.
Note that the locations given as examples in this guide are the default installation locations. These locations
may not be applicable, if you have specified a different installation path on the Installation Path(s) Selection
page, during the Experion HS installation.

Related topics
“Preparing for the installation” on page 39
“Removing unused system interfaces” on page 39
“Starting Quick Builder” on page 40
“Defragmenting the hard disk” on page 40
“Configure the network for Ethernet based installation” on page 41
“Building redundancy Link for Ethernet based installation” on page 43
“Guidelines for configuring common network properties” on page 44
“Guidelines for Dual Network Configuration” on page 45
“Description of the TCP/IP Properties” on page 46
“Setting up time synchronization” on page 47

5.3.1 Preparing for the installation

The Station Operator ID, mngr is used by applications to access the system. By default, the password expiry
period for all Station Operator logins that are not linked to a Windows account is set to 30 days, which can
cause problems after the system installation. The following procedure disables the password expiry period.

Step Action
1 Click Start > All Programs > Honeywell Experion PKS > Server > Station.
2 Click Station >Connect.
The Connect dialog box appears.
3 Select the required .stn file from the Recent Connections tab or the Other Connections tab.
4 Click Connect.
Station connects to the server using the connection information contained in the setup file you specified.
5 Type mngr in the Password field, and then click OK to change the Station security level to mngr.
6 Click Configure > Operators > Operators on the Station menu to open the Operator Configuration
Summary display.
7 Click the Sign-on Admin tab.
8 Type 0 in the Password Expiry Period field and press ENTER to disable password timeouts.
9 Type 0 in the Password Validation Period field and press ENTER to disable password reuse validation
period.

5.3.2 Removing unused system interfaces

Perform the following steps to remove the unused system interfaces.

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Step Action
1 In Station, click Configure > System Hardware > System Interfaces to open the System Interface
Configuration Summary display.
2 Type rec 999 in the command zone at the upper right side of the Station window and press ENTER.
3 Select the blank entry on the combo box at record 499, to remove the PHD interface entry and press
ENTER.
4 Select the blank entry on the combo box at record 500, to remove the SYSMGT interface entry and
press ENTER.
A dialog box is displayed in the system message zone.
5 Click Yes to delete the SYSMGT interface.

5.3.3 Starting Quick Builder

To start Quick Builder

1 Choose Start > All Programs > Honeywell Experion PKS > Configuration Studio.
Configuration Studio appears.
2 In the Configuration Explorer of Configuration Studio, click Control Strategy.
3 In the right pane, click Build channels.
The Enable Components dialog box appears, if you are opening Quick Builder for the first time.
Or
The Quick Builder main window appears. Choose Tools > > Component Manager to open the Modify
Project dialog box.
4 Double-click to expand Other > Device, and then select MasterLogic to add the MasterLogic interface.
5 Click OK to close the Modify Project dialog box.
6 Click the Servers icon on the left side of the window.
7 Select the DefaultServer item and select the server type an Experion – R430 in the list.

Attention
This is the server type for an Experion - R430.

8 Click the Server Details tab and verify that the server name is correct.
9 Click the Up arrow icon on the toolbar.
10 Select All items in Project, and click OK to upload the server database.
The default Server Station configuration is uploaded; the errors reported during the upload must be ignored.
11 Close Quick Builder followed by Configuration Studio.
The new database file is saved at C:\ProgramData\Honeywell\Experion PKS\Server\Data\qdb
\QBDatabase.qdb.

5.3.4 Defragmenting the hard disk

You can defragment the hard disk to improve the system performance.

Prerequisites
• Your computer must be “off control” before defragmenting the hard disk because the performance of the
computer is severely degraded during the defragmentation process.
• Check that no other applications (Experion Server, SQL Server, and so on.) are running because the
procedure involves restarting the computer.

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• It is recommended that you add this task to your system's maintenance schedule, so that it is performed
during control shutdowns.
• You can upgrade the default fragmentation utility included with Windows to the full version. Executive
Software's Diskeeper includes a scheduler, and can defragment folders and page files when a computer
restarts. Defragmentation tasks affect the control system if they are set to run automatically with the
scheduler. Care must be taken when scheduling defragmentation tasks. For more details, refer to the
Windows Help for Disk Defragmenter using the path, Start > All Programs > Accessories > System Tools
> Disk Defragmenter.

To defragment the hard disk

1 Close all the running applications on the Windows desktop.
2 Click Start > Honeywell Experion PKS > Server > Start-Stop Experion PKS Server.
3 The Experion PKS Server dialog box appears
4 Click the application icon on the upper left of the title bar and then click Advanced > Full mode.
5 Click Database Unloaded, and click Yes on the confirmation dialog box.
Wait for the server state to change to Database Unloaded and close the dialog box.
6 To stop MSSQLServer service, click Start> Run and type services.msc.
The User Account Control dialog box appears.
7 Click Continue.
The Services window appears.
8 Right-click SQL Server (MSSQLServer) and click Stop.
9 In the Stop Other Services dialog box, click Yes.
This stops the MSSQLServer services.
10 Close the Services window.
11 Click Start > Computer.
The Computer window appears.
12 Right-click the hard disk drive to defragment and click Properties .
13 Click the Tools tab.
14 Click Defragment now.
The User Account Control dialog box appears.
15 Click Continue.
The Disk Defragmenter dialog box appears.
16 Click Defragment now.
17 Click the volume name to defragment, which is usually C:, and then click OK.
Depending on the level of fragmentation and usage, the task may take some time to complete.
18 When the defragmentation is complete, click File > Exit to close the Disk Defragmenter application.
19 Click OK to close the Properties dialog box.
20 Restart the computer and then log on to the system using an account with administrator privileges.

5.3.5 Configure the network for Ethernet based installation

Creating a hosts file for single and dual network
The hosts file on the Experion HS server and the clients must contain the computer name and associated IP
address of the Experion HS. As the entries are identical, you can edit the hosts file on one computer, and then
copy the file to each computer in the Experion HS system.
To create a hosts file, perform the following steps.

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Step Action
1 Click Start > All Programs > Accessories and right-click Notepad and click Run as Administrator.
The User Account Control dialog box appears.
2 Click Yes.
The Notepad appears.
3 Click File > Open.
The Open window appears.
4 Browse to C:\Windows\System32\drivers\etc\hosts file to open the hosts file.

Attention
Ensure you select All Files, under File name.

5 Enter the IP Address and the corresponding Host Name (separated by a space) for Experion server with
a single-network.
For example, assume the IP address of the Experion server computer, expserver, is 192.168.1.1.
The hosts file on each computer within this Experion system would include the following entries:
127.0.0.1 localhost

192.168.1.1 hsserv

6 Enter the IP Address and the corresponding u (separated by a space) for Experion server with dual
networks.
For example assume the IP addresses as:
192.168.0.1 for the server, expserver, on the first network.
192.168.1.1 for the server, expserver, on the second network.
The hosts file on each server and client computer within the Experion system would include the following
entries:
127.0.0.1 localhost

192.168.0.1 hsserv hsserv0

192.168.1.1 hsserv1

7 Enter the IP Address and the corresponding Host Name (separated by a space) for Experion redundant
server with a single-network.
For example assume the IP address of the primary Experion server computer, hsserva, is 192.168.0.1
and assume the IP address of the backup Experion server computer, hsservb, is 192.168.0.2
The hosts file on each computer within this Experion system would include the following entries:
192.168.0.1 hsserva hsserva0

192.168.0.2 hsservb hsservb0

8 Enter the IP Address and the corresponding Host Name (separated by a space) for Experion redundant
server with dual networks.
For example assume the IP addresses as:
192.168.0.1 for the server, hsserva, on the first network.
192.168.1.1 for the server, hsserva, on the second network.
192.168.0.2 for the server, hsservb, on the first network.
192.168.1.2 for the server, hsservb, on the second network.
The hosts file on each server and client computer within the Experion system would include the following
entries:
192.168.0.1 hsserva hsserva0

192.168.0.2 hsservb hsservb0

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192.168.1.1 hsserva1

192.168.1.2 hsservb1

9 Close the hosts Notepad and Computer window.

Updating the hosts file

To update the hosts file, perform the following steps.

Step Action
1 Click Start > All Programs > Accessories and right-click Notepad and click Run as Administrator.
The User Account Control dialog box appears.
2 Click Continue.
The Notepad opens.
3 Click File > Open.
The Open dialog box appears.
4 Browse to C:\Windows\System32\drivers\etc and open the hosts file.

Attention
Ensure you select All Files, under File name.

5 Edit the file as required.

6 Save the changes to the hosts file.

Attention
If you use Microsoft Notepad to edit the hosts file, you need to remove the .txt file extension after you
save the file.

7 Copy this file to each computer in the Experion HS system or repeat this procedure on each computer.

5.3.6 Building redundancy Link for Ethernet based installation

To build the data link for a single network
The redundancy link (Link 0 (LINK00)) is configured by default as part of redundant server installation. To
activate the link you must update the hosts file on both redundant pairs and then restart the servers.
To build the data link for dual networks
Perform the following steps in both the servers, in case of a redundant server.

Step Action
1 Browse to C:\ProgramData\Honeywell\Experion PKS\Server\User and open redun.hdw using a text
editor such as Notepad.
2 Locate the following section in this file:
& ***********************************************************
& Define the data link(s)
& ***********************************************************
3 By default, link 0 is established as illustrated:
DEL LNK00

ADD LNK00 NETWORK_LINK

If you are using dual networks, the following entries also must be added for LNK01.
The following is an example of REDUN.HDW, before editing:

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& DEL LNK01

& ADD LNK01 NETWORK_LINK

Edit the REDUN.HDW file by removing “& “ symbol for link 1.

The following is an example of REDUN.HDW, after editing:
DEL LNK01
ADD LNK01 NETWORK_LINK
4 Save the file.
5 Click Start > All Programs > Accessories, right-click Command Prompt and click Run as
Administrator.
The Command Prompt window appears.
6 To stop the Engineering Station, type the following command and press ENTER.
Hscserver /database /y.

7 Wait for the message; Completed successfully.

8 To change the directory to where the REDUN.HDW file is located, type the following and press ENTER.
cd c:\ProgramData\honeywell\experion pks\server\user
Command prompt indicates the following path
c:\ProgramData\honeywell\experion pks\server\user.
9 To build the dual LAN link, type the following command and press ENTER.
c:\ProgramData\honeywell\experion pks\server\user>hdwbld redun.hdw
Command executes successfully and displays hardware build complete 0 errors.
10 To UNLOAD the server database, type the following command and then press ENTER.
hscserver /unload /y

If a message, “Are you sure you want to unload the database and start the server? (y/n)” appears, press Y
on the keyboard.
11 Wait for the message; Completed successfully.
12 To START the Engineering Station, type the following command and then press ENTER.
hscserver /start

A message, “Are you sure you want to load the database and start the server? (y/n)” appears.
13 Press Y on the keyboard and then wait for the message; Completed successfully.
14 Restart both servers.
15 After restarting, open Station and then go to Configure>System Hardware>Redundant server page.
16 Ensure that Link 1 (LNK01) is established and running, along with Link 0 (LNK00).

5.3.7 Guidelines for configuring common network properties

Property Description
Preferred DNS server Request your Network Administrator for the IP address of the preferred Domain Name
Server (DNS). Your company may have one or more DNS. The preferred DNS is the first
DNS that your computer communicates with to resolve names to IP addresses. If the
preferred DNS server is not available, your computer communicates with the alternate
DNS, if available.
If you are configuring a stand-alone network, this parameter can be omitted.
Alternate DNS server Request your Network Administrator for the IP address of the alternate DNS. If you are
configuring a stand-alone network, this parameter can be omitted.

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DNS suffixes Request your Network Administrator for the list and search order of DNS suffixes. If you
are configuring a stand-alone network, this parameter can be omitted.
DNS suffix for this Request your Network Administrator for this information. If you are configuring a stand-
connection alone network, this parameter can be omitted.
Register this connection’s Request your Network Administrator for this information. If you are configuring a stand-
addresses in DNS alone network, this parameter can be omitted.
Use this connection’s DNS Request your Network Administrator for this information. If you are configuring a stand-
suffix in DNS registration alone network, this parameter can be omitted.
WINS addresses Request your Network Administrator for the IP address of the Windows Internet Name
Service (WINS). Your company may have one or more WINS.
If you are configuring a stand-alone network, this parameter can be omitted.
Enable LMHOSTS lookup Request your Network Administrator if you need to maintain an LMHOSTS file. This file
maps NetBIOS names (commonly used for computer names) to IP addresses.
NetBIOS over TCP/IP Request your Network Administrator if you need to enable or disable NetBIOS over
TCP/IP.
Domain or Workgroup If you are connecting to an existing network, request your Network Administrator to
identify the workgroup or domain name.
In addition, if you use domains, you require a user account and password with appropriate
privileges to add computers to a domain.
If you have a stand-alone network, specify a workgroup with a name such as “EXPHS”.
The name must be identical for all computers on the network.

5.3.8 Guidelines for Dual Network Configuration

Dual network configuration is more complicated than single network configuration, as there are two data paths
(networks) through which a Station can connect to the server running as primary.
In dual network configuration when Station connection to the primary server is lost (or the primary server fails),
the Station attempts to connect to the backup server through the same network. If Station is unable to connect to
the backup server through the first network, Station attempts to reconnect to the primary server through the
second network. If Station is unable to connect to the primary server through the second network, Station
attempts to connect to the backup server through the second network.
This way both servers and both networks are tested by Station in an attempt to make a valid connection.
For server A, three Station setup files are required:
• default.stn which connects to hsserva through the first network (and has auxiliary setup files hsservb0.stn)
• hsservb0.stn which connects to hsservb0 through the first network (and has auxiliary setup file hsservb1.stn)
• hsservb1.stn which connects to hsservb1 through the second network (and has auxiliary setup file
default.stn)
When Station starts, it connects to hsserva (as configured in default.stn). If hsserva fails (or connection to
hsserva is lost), it connects to hsservb0. If it fails to connect to hsservb0, it attempts to connect to hsservb1. If it
fails to connect to hsservb1, it attempts its initial connection (hsserva through the first network) again.
For server B, three Station setup files are required:
• default.stn which connects to hsservb through the first network (and has auxiliary setup file hsserva0.stn)
• hsserva0.stn which connects to hsserva0 through the first network (and has auxiliary setup file hsserva1.stn)
• hsserva1.stn which connects to hsserva1 through the second network (and has auxiliary setup file
default.stn)
When Station starts, it connects to hsservb (as configured in default.stn). If hsservb fails (or connection to
hsservb is lost), it connects to hsserva0. If it fails to connect to hsserva0, it attempts to connect to hsserva1. If it
fails to connect to hsserva1, it attempts its initial connection (hsservb through the first network) again.

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For FLEX, four Station setup files are required:

• default.stn which connects to hsserva0 through the first network (and has auxiliary setup file hsservb.stn)
• hsservb.stn which connects to hsservb0 through the first network (and has auxiliary setup file hsserva1.stn)
• hsserva1.stn which connects to hsserva1 through the second network (and has auxiliary setup file
hsservb1.stn)
• hsservb1.stn which connects to hsservb1 through the second network (and has auxiliary setup file
default.stn)
When Station starts, it connects to hsserva0 (as configured in default.stn). If hsserva0 fails (or connection to
hsserva0 is lost), it connects to hsservb0. If it fails to connect to hsservb0, it attempts to reconnect to hsserva1.
If it fails to connect to hsserva1, it attempts to reconnect to hsservb1. If it fails to connect to hsservb1, it then
attempts its initial connection again. In addition to specifying the auxiliary files, you need to ensure that Station
can access displays by:
• Ensuring your TCP/IP settings you have selected enables DNS for Windows Resolution (Windows NT
only).
• Ensuring the host files include the host server names.
• Creating the network connections on the computer on which the Station is running.
• The relevant network paths are added to the Displays tab in the Connection Properties dialog box for all
the required .stn files.

5.3.9 Description of the TCP/IP Properties

The tabs and properties that correspond to the Microsoft TCP/IP Properties dialog box.

Note
If you have a dual network system, you must specify values for both adapters.

Tab Property Description

General IP Address If you have an existing network, this is provided by your Network
Administrator. Otherwise, specify like 200.0.0.x, where x is a unique
number for each network adapter (and usually each host) on the network.
This number can be between 1 and 254.
Subnet Mask If you have an existing network, your Network Administrator provides
this. Otherwise, specify 255.255.255.0.
Default Gateway If you have an existing network, your Network Administrator provides
this. If the computer is connected to a stand-alone network, leave this
blank.
Preferred DNS server Request your Network Administrator for this information. If you are
configuring a stand-alone network, this parameter can be omitted.
Alternate DNS server Request your Network Administrator for this information. If you are
configuring a stand-alone network, this parameter can be omitted.
IP Settings Interface metric Request your Network Administrator for this information. If you are
configuring a stand-alone network, this parameter can be omitted.
DNS DNS server addresses, Request your Network Administrator for this information. If you are
in order of use configuring a stand-alone network, this parameter can be omitted.
Append primary and Request your Network Administrator for this information. If you are
connection specific configuring a stand-alone network, this parameter can be omitted.
DNS suffixes
Append parent suffixes Request your Network Administrator for this information. If you are
of the primary DNS configuring a stand-alone network, this parameter can be omitted.
suffix

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Append these DNS Request your Network Administrator for this information. If you are
suffixes (in order) configuring a stand-alone network, this parameter can be omitted.
DNS suffix for this Request your Network Administrator for this information. If you are
connection configuring a stand-alone network, this parameter can be omitted.
Register this Request your Network Administrator for this information. If you are
connection's addresses configuring a stand-alone network, this parameter can be omitted.
in DNS
Use this connection's Request your Network Administrator for this information. If you are
DNS suffix in DNS configuring a stand-alone network, this parameter can be omitted.
registration
WINS Request your Network Administrator for this information. If you are
configuring a stand-alone network, this parameter can be omitted.
Options Request your Network Administrator for this information. If you are
configuring a stand-alone network, this parameter can be omitted.

5.3.10 Setting up time synchronization

After completing the migration, you must synchronize the time between the node and the time server.
You must log on to the migrated node with Windows System Administrator permission.

To run the NTPConfig utility

1 In Windows Explorer, navigate to C:\Program Files (x86)\Honeywell\Experion PKS\Utilities\NTPSetup.
For custom installation path, navigate to <User selected path>\Honeywell\Experion PKS\Utilities
\NTPSetup.
2 Right-click NTPConfg.exe and select Run as administrator.
The NTP Configuration dialog box is displayed.
3 To restore previous NTP configuration settings, click Yes.

The previous NTP configuration settings are restored.

4 If NTP configuration settings is not restored due to a file mismatch, then the following message is displayed.

5 Click OK.
If the NTP configuration settings are not restored, refer to the Experion Supplementary Installation Tasks
Guide and Experion Server and Client Planning Guide to reconfigure the NTP settings.

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6 Installing optional features

Attention
If any on the following optional features are not installed on your system, refer to the procedures in this section, to
install them.

Related topics
“Installing IKB/OEP Keyboard” on page 50
“Installing Redirection Manager” on page 51

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6.1 Installing IKB/OEP Keyboard

Step Action
1 Insert the Experion HS installation media in the disk drive.
2 Using Windows Explorer, browse to the <Install Media>\Packages\ IKBService \
3 Double-click honeywell_ikb_service.msi.
4 Follow the on-screen instructions to proceed with the installation.
The InstallShield Wizard Completed dialog box appears.
5 Click Finish.

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6.2 Installing Redirection Manager

Step Action
1 Insert the Experion HS installation media in the disk drive.
2 Using Windows Explorer, browse to the <Install Media>\Packages\ RedirectionManager\.
3 Double-click honeywell_redirection_manager_standalone.msi.
4 Follow the instructions on-screen to proceed with the installation.
The InstallShield Wizard Completed dialog box appears.
5 Click Finish.

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7 Supplementary tasks

Related topics
“Configure Experion HS in a domain (Optional)” on page 54
“Protect against virus” on page 56
“Starting and stopping Experion servers” on page 57
“Change the server configuration” on page 58
“Reinstall Operating System” on page 59

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7.1 Configure Experion HS in a domain (Optional)

Adding a computer to a domain

Attention
• This procedure is applicable for adding a computer to Windows 2008 Server domain controller.
• If the domain controller is Windows Server 2008 or later, ensure to turn off Windows firewall before adding the
nodes to the domain. For more information, refer to “http://support.microsoft.com/kb/555381”.

Step Action
1 Log on to the computer.
2 On the Start menu, right-click Computer and then click Properties.
3 Under Computer name, domain and workgroup settings, click the Change settings.
The System Properties dialog box appears.
4 On Computer Name tab, click Change.
The Computer Name/Domain Changes dialog box appears.
5 Click Domain, and then type the name of the domain.

Attention
Do not change the Experion server computer name after the software installation.

6 Click OK.
The Computer Name Changes dialog box appears.
7 Type the User name and Password of the user account that has enough privileges to join a Computer to the
domain.

Tip
This user account is typically a member of the Domain Admins user group in the domain
controller.

8 Click OK.
Wait until you receive a message welcoming you to the domain.
9 Click OK in the message box.
The system prompts you to restart.

Adding a computer to a domain

Perform the following steps, if the server is member of a domain, in which Experion High Security Policy is
installed.

Step Action
Perform steps 1 through 4 only in the domain controller
1 Insert the Experion HS installation media in the disk drive of the domain controller node.
2 Using Windows Explorer, browse to the \Packages\DCSecurity folder and double-click Honeywell security
model – domain controller.msi.
3 Follow the instructions on-screen to proceed with the installation.
The InstallShield Wizard Completed dialog box appears.
4 Click Finish.
Perform steps 5 through 8 in the Experion nodes that are added to the domain

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5 Click Start > All Programs > Accessories.

6 Right-click Command Prompt and then click Run as an Administrator.
The UAC dialog box appears.
7 Click Continue.
The Command Prompt appears.
8 Type the following and press ENTER.
cd C:\Program Files(x86)\Honeywell\WkStaSecurity
The Command prompt displays the following path:
C:\Program Files(x86)\Honeywell\WkStaSecurity
9 To link the domain groups, type the following command and press ENTER.
LinkDomainGroups.vbs
10 Click OK in the confirmation dialog box and then follow the on-screen instructions to complete the
configuration.

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7.2 Protect against virus

Antivirus software must be installed on all the Experion HS systems. Refer to the Software requirements
section, for a list of antivirus programs qualified by Honeywell.

7.2.1 Configure antivirus software guidelines

Configure the antivirus software to exclude the following directories and their subdirectories from the virus
scan.
• C:\Program Files (x86)\Honeywell\ExperionPKS\Engineering Tools\system\ER
• C:\ProgramData\Honeywell

7.2.2 Configure McAfee VirusScan

McAfee VirusScan has the capability to scan scripts in HMIWeb displays. This functionality can slow down the
display call-up, as well as lead to memory leaks.

To configure McAfee VirusScan

1 Right-click McAfee icon in the notification area.
2 Click VirusScan Console.
If the VirusScan console is not available in the notification area, then browse to C:\Program
Files(x86)\McAfee\VirusScan Enterprise and run shcfg32.exe.
3 Double-click On-Access Scanner, and click the ScriptScan tab on General Settings.
4 Clear the Enable Scanning of scripts check box, and click Apply.
5 Click Default Processes in the left pane, and click the Exclusions tab.
6 Click Exclusions
7 Click Add
8 Click Browse and browse to C:\ProgramData\Honeywell directory, and click OK.

Attention
To view the Program data folder, select Show hidden files, folders, and drivers under the View tab at Control
Panel > Folder Option.

9 Select Also exclude subfolders check box, and click OK to close the dialog boxes.
10 Repeat steps 7 through 9 to add the following directory.
C:\Program Files (x86)\Honeywell\Experion PKS\Engineering Tools\system\ER

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7.3 Starting and stopping Experion servers

You can stop and start Experion servers using the Experion PKS Server dialog box.

CAUTION
To avoid synchronization issues while Experion servers are offline, and while services are stopped, avoid making
engineering changes to the system, such as adding controllers or changing tag names.
In addition, it is best practice to bring Experion servers back online in the reverse order in which they were taken
offline. This also helps to reduce database-related synchronization issues.

To stop the Experion server

1 Choose Start > All Programs > Honeywell Experion PKS > Server > Start-Stop Experion PKS Server.
The Experion PKS Server dialog box appears.
Simple mode Full mode

2 If the Experion PKS Server dialog box appears in simple mode, click the icon to the left of the title bar, and
choose Advanced > Full mode.
3 There are three stop modes available in Full mode; Database Unloaded, Database & Daemons, and
Database Only
Click the stop mode specified in the task or step that led you to this task.
4 If prompted, click Yes to confirm the action.
Wait for the server to change its state. It may take several minutes for the Experion server to stop.

To start the Experion server

1 Choose Start > All Programs > Honeywell Experion PKS > Server > Start-Stop Experion PKS Server.
The Experion PKS Server dialog box appears.
2 If the Experion PKS Server dialog box appears in simple mode, click the icon to the left of the title bar, and
choose Advanced > Full mode.
3 To start the Experion server, click System Running.
4 If prompted, click Yes to confirm the action.
Wait for the Experion server to change its state. It may take several minutes for the Experion server to start.

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7.4 Change the server configuration

Changes to the server configuration require a server shutdown.

Step Action
1 Log on as a user with administrator privileges.
2 Click Start > All Programs > Honeywell Experion PKS > Server > Experion PKS Server
Configuration Panel.
3 Click Yes in the User Account Control dialog box.
4 • To view or change the license details, click View License.
• To change the server data paths or printer settings, click Edit.
For the changes to take effect, you need to unload the server database, and then return the server to the
system running state, refer to the section, , for more details.
5 To change the history collection rate for fast and standard history:
1. Open station.
2. Click Configure > History > History Intervals.
3. Change the history collection rate.

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7.5 Reinstall Operating System

If there is a need to reinstall the Operating System in any of the nodes, refer to the OEM documentation and
then install the Operating System using the OEM media.
Before you start the installation, ensure the following:
• Administrator account is disabled.
• User Account Control (UAC) is enabled.

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8 Maintenance and troubleshooting

Related topics
“Maintain an ESIS repository” on page 62
“System tuning and troubleshooting” on page 64
“Troubleshoot Experion installation failure” on page 65

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8.1 Maintain an ESIS repository

Upgrading an existing ESIS repository

Attention
• You must disable On-Access Scan for your antivirus program prior to upgrading the ESIS setup.
• Ensure that you enable On-Access Scan for your antivirus program after you have upgraded the ESIS.

Step Action
1 Using Start menu, browse to the ESIS folder and then double-click ESISPrepUtil.
The Welcome to ESIS page of ESIS Preparation Utility appears.
2 Click Upgrade Existing ESIS Repository.
3 Click Next.
4 In the ESIS Repository Selection dialog box,
• Select the name of the ESIS repository you want to upgrade and then click Next.
Or
• Click the option Select to browse to an ESIS Repository not listed above to upgrade an ESIS
repository that is not listed and that is residing on an external USB hard drive.
1. Click Browse to select the location of the ESIS repository.
2. Click Next.
5 On the Select Media page, select the check boxes against the names of the media to select the media for
ESIS repository creation and then click Start.
The Status Display page appears.
If My Documents folder opens, close it.
6 After the upgrade is complete, the Description is updated to ESIS Repository [<Name>] created
successfully as <Destination Location>.
7 Click Finish.

Restarting a failed ESIS repository creation

Step Action
1 Using the Start menu, browse to the ESIS folder and then double-click ESISPrepUtil.
The Welcome to ESIS page of ESIS Preparation Utility appears.
2 Click Resume a Failed ESIS Repository Creation.
3 Click Next.
4 In the ESIS Repository Selection dialog box, select the name of the ESIS repository you want to restart/
resume.
5 Click Next.
6 On the Select Media page, select the check boxes against the names of the media to select the media for
ESIS repository creation and then click Start.
The Status Display page appears.
If My Documents folder opens, close it.
7 After the restart is complete, the Description is updated to ESIS Repository [<Name>] resumed
successfully at <Destination Location>.
8 Click Finish.

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Removing an existing ESIS repository

Step Action
1 Using the Start menu, browse to the ESIS folder and then double-click ESISPrepUtil.
The Welcome to ESIS page of ESIS Preparation Utility appears.
2 Click Remove Existing ESIS Repository.
3 Click Next.
4 On the Select Media page, select the check boxes against the names of the media to select the media for
ESIS repository creation and then click Start.
The Status Display page appears.
If My Documents folder opens, close it.
5 After deleting the ESIS repository, the Description is updated to ESIS Repository [<Name>] deleted
successfully.
6 Click Finish.

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8.2 System tuning and troubleshooting

Note
For system tuning and troubleshooting information, refer to the Experion System Administration Guide. For
MLServer interface troubleshooting information, refer to the MasterLogic Server Integration User’s Guide.

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8.3 Troubleshoot Experion installation failure

Attention
If you want to log on to Windows manually during Experion installation, you must log on with HPSInstall account for
which the password is the password of mngr account.

If any error occurs preventing the installation on any node type, perform the following:

Step Action
1 Click OK to acknowledge the error.
2 Click Yes to cancel the remaining installs.
3 Fix the issue that resulted in the failure of installation.
4 If the fix requires the user to restart the computer, restart and then log on to the computer using HPSInstall
account.
5 Restart the setup.exe in the root directory of the installation media, and resume then installation.

If any error occurs preventing multiple users to connect to the same network share, perform the following steps.

Step Action
1 If any of the Explorer windows having the ESIS UNC path is open, then close all the Explorer windows and
then click Next.
If this does not work, go to step 2.
2 Right-click My Computer and then select Disconnect Network Drives.
3 From the list, select the ESIS server if present and then click OK to disconnect.
4 Click Next.
If this does not work, go to Step 5.
5 Cancel the installation, log off, log on, and then start the installation. If the error still appears, go to Step 6.
6 1. Click Start > Run and then type control userpasswords2”.
2. Press ENTER.
3. Click Advanced tab > Manage Passwords.
4. Select the UNC path and then click Remove.
5. Restart your computer and then start the installation.

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9 Notices

Trademarks
Experion®, PlantScape®, and SafeBrowse® are registered trademarks of Honeywell International, Inc.

Other trademarks
Microsoft and SQL Server are either registered trademarks or trademarks of Microsoft Corporation in the
United States and/or other countries.
Trademarks that appear in this document are used only to the benefit of the trademark owner, with no intention
of trademark infringement.

Third-party licenses
This product may contain or be derived from materials, including software, of third parties. The third party
materials may be subject to licenses, notices, restrictions and obligations imposed by the licensor. The licenses,
notices, restrictions and obligations, if any, may be found in the materials accompanying the product, in the
documents or files accompanying such third party materials, in a file named third_party_licenses on the media
containing the product, or at http://www.honeywell.com/ps/thirdpartylicenses.

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9 NOTICES

9.1 Documentation feedback

You can find the most up-to-date documents on the Honeywell Process Solutions support website at:
http://www.honeywellprocess.com/support
If you have comments about Honeywell Process Solutions documentation, send your feedback to:
hpsdocs@honeywell.com
Use this email address to provide feedback, or to report errors and omissions in the documentation. For
immediate help with a technical problem, contact your local Honeywell Technical Assistance Center (TAC)
listed in the “Support and other contacts” section of this document.

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 9 NOTICES

9.2 How to report a security vulnerability

For the purpose of submission, a security vulnerability is defined as a software defect or weakness that can be
exploited to reduce the operational or security capabilities of the software.
Honeywell investigates all reports of security vulnerabilities affecting Honeywell products and services.
To report a potential security vulnerability against any Honeywell product, please follow the instructions at:
https://honeywell.com/pages/vulnerabilityreporting.aspx
Submit the requested information to Honeywell using one of the following methods:
• Send an email to security@honeywell.com.
or
• Contact your local Honeywell Technical Assistance Center (TAC) listed in the “Support and other contacts”
section of this document.

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9.3 Support
For support, contact your local Honeywell Process Solutions Customer Contact Center (CCC). To find your
local CCC visit the website, https://www.honeywellprocess.com/en-US/contact-us/customer-support-contacts/
Pages/default.aspx.

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Index

S starting
server 57
servers stopping
starting 57 server 57
stopping 57

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