Experion PKS R432.1 ACE and SCE Off-Process Migration Guide

Transcription

1 Experion PKS R432.1 ACE and SCE Off-Process Migration Guide EPDOC-XXX1-en-4321B March 2018 Release 432.1

2 Document Release Issue Date EPDOC-XXX1-en-4321B March 2018 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 Honeywell International Sàrl 2

3 Contents 1 About this guide Preparing for migrating an ACE or SCE node Verifying the Windows mngr and Administrator account passwords Verifying and changing Windows account passwords on the Experion nodes Creating a shared folder on the EMSN Recording Windows network configuration settings Verifying the CD and DVD drives Verifying the communication network Verifying the system hardware Verifying the software versions of TPN, TPS, and Common Components Verifying the network configuration Verifying the primary disk partition Performing system backup Running the CheckDisk utility Creating a disk image of the hard drive Calculating the disk space Migrating an ACE or SCE node Closing the Windows applications Disabling the antivirus software Check/remove the Terminal Server service/services Configuring the Internet Explorer security Updating the Experion PKS System Initialization utility (DVD-based migration) Choosing the migration method Installing and restoring RSLinx Classic settings Installing the Microsoft security updates Reinstalling antivirus software Upgrading to the latest TPN release Reinstalling software applications that are not migrated Restoring registration of OPC servers on ACE node Checking OPC connections Adding a node to a Windows domain Setting up time synchronization Reloading blocks on the node Creating and assigning strategies to SIM-C200E Rebuilding checkpoint files Restoring checkpoint files to node Saving checkpoint manually Migrating an Experion node ACE, or SCE)and installing the operating system Installing the operating system using Experion PKS System Initialization media Completing the Experion node migration Verifying the NIC adapter settings Add a node to a Windows domain Run Link Domain Groups Setting up time synchronization Changing the time zone

4 CONTENTS Migrating Honeywell Remote Peripheral Solution Return to the task that brought you here Migrating an Experion node ACE, or SCE) with a platform hardware change Migration scenarios for platform hardware change Installing the operating system using Experion PKS System Initialization media Completing the Experion node migration Verifying the NIC adapter settings Add a node to a Windows domain Run Link Domain Groups Changing the time zone Migrating Honeywell Remote Peripheral Solution Return to the task that brought you here Migrating Experion node ACE, or SCE) and install OS without Initialization media Installing the operating system without Experion PKS System Initialization media Setting up a user account Performing Windows 2016 (64 bit) specific tasks Installing Intel and Broadcom NIC adapters Restoring Windows network configuration settings Verifying the Windows network configuration settings Setting up screen resolution and color quality Removing NIC adapters Setting up and verifying NIC adapters Configuring the Internet Explorer security Add a node to a Windows domain Verifying the hardware drivers Restoring the Host file Changing the firewall settings Setting the binding order and LAN metric Completing the Experion node migration Run Link Domain Groups Changing the time zone Reconfiguring Remote Peripheral Solution Local Windows groups and local user accounts Return to the task that brought you here Migrating Experion systems in a virtualized environment Implement new virtual infrastructure Prepare the ESIS virtual hard disk Preparing the utility virtual hard disk Maintenance of ESIS and utility virtual hard disks Choosing the migration method for moving to virtualized environment Migrating physical Experion systems to a virtualized environment Starting the migration Create the new Experion virtual machine for the node type being migrated Creating a virtual machine Connecting a virtual machine to networks Connecting a USB device Prepare the virtual machine and copy ESIS virtual hard disks Prepare the configuration files device for connection to virtual machine Power on the new virtual machine Installing the operating system using Experion PKS System Initialization media Completing the Experion node migration Migrating virtual Experion systems within a virtualized environment Starting the migration

5 CONTENTS Create the new Experion virtual machine for the node type being migrated Prepare the virtual machine and copy ESIS virtual hard disks Prepare the configuration files device for connection to virtual machine Power on the new virtual machine Installing the operating system using Experion PKS System Initialization media Completing the Experion node migration Install the VMware Tools Verifying the NIC adapter settings Add a node to a Windows domain Run Link Domain Groups Changing the time zone Return to the task that brought you here Troubleshooting migration Migration error messages Install Sequencer error messages eserver error messages Recovering from a hardware failure during a migration Recovering from ICG load failure Controller migration errors Controller Migration wizard errors Data collection in case of a Controller OPM failure SCMs in peer controllers (step timeout or failure notifications) Controller Migration timeout or error due to mismatched peer references Series C I/O errors Incorrect Devicenet address configuration error C300 OPM failure C200 OPM failure Database (ERDB) Consistency Tool Analyzing log files Configuring Matrox QID display driver (PAR# 1-KS3W3F) Notices

6 CONTENTS 6

7 1 About this guide This guide describes the procedures to perform off-process migration of Application Control Environment (ACE) and Simulation Environment (SCE) nodes. Revision history Version Date Description 4321A July 2016 Initial release of the document. 4321B March 2018 Updated Migration error messages section. 7

8 1 ABOUT THIS GUIDE 8

9 2 Preparing for migrating an ACE or SCE node The migration of the ACE and SCE nodes are always performed in off-process. Ensure that the ACE/SCE nodes are off-process before starting migration to the target release of the Experion software. Windows Server operating system supports Experion R432.x for ACE and SCE nodes. If the node to be migrated is not operating with Windows Server, the operating system must be installed as part of the migration process. For migration-related issues and error details, refer to the Troubleshooting migration chapter before starting migration. Related topics Verifying the Windows mngr and Administrator account passwords on page 10 Creating a shared folder on the EMSN on page 12 You must create a shared folder on the Experion Migration Storage Node (EMSN). In this shared folder, you can store the database and configuration information so that, it can be retrieved during the node migration. Recording Windows network configuration settings on page 14 Record the Windows network configuration settings for each node in the system. You may have to reconfigure these settings after migrating the node. Verifying the CD and DVD drives on page 15 Verifying the communication network on page 16 Verifying the system hardware on page 17 Verifying the software versions of TPN, TPS, and Common Components on page 18 Verifying the network configuration on page 19 Verifying the primary disk partition on page 21 Performing system backup on page 22 Ensure that system backups are up-to-date. Running the CheckDisk utility on page 23 Creating a disk image of the hard drive on page 24 Calculating the disk space on page 25 9

10 2 PREPARING FOR MIGRATING AN ACE OR SCE NODE 2.1 Verifying the Windows mngr and Administrator account passwords You must perform this task on the following nodes: ESV, ESVT, eserver, ACE, ACE-T, ESC, ES-T, ES-CE, ESF, E-APP, EAS, SCE and Collaboration Station. Verify and record the Windows mngr, local Administrator, and LocalComServer passwords are identical on all nodes in the system. In addition, verify and record password for an account with Administrators and Product Administrators privileges. If the password is different, you must change the passwords Verifying and changing Windows account passwords on the Experion nodes Use the Password utility to change Windows account passwords across the Experion system. Honeywell recommends to set a strong password. Following are the criteria for ensuring a strong password. Must not contain the user s account name or parts of the user s full name that exceed two consecutive characters. Must be minimum 6 characters and maximum 32 characters in length. Must contain characters from three of the following four categories. English uppercase characters (A through Z). English lowercase characters (a through z). Base 10 digits (0 through 9). Non-alphabetical characters # $ % ^ & + = ' ~! * ( ) _ + = { }\\ : ; \ < >,.? /). Space is also a nonalphabetical character. If an R430.1 node is installed using Experion Support and Maintenance (ESM) generated configuration files, change the password of SecureCommsSvc account (if the account exists) using PWDUtil.exe and then start the installation/migration. To verify the password using Windows Services & DCOM Servers Log-on Tool 1 Choose Start > All Programs > Honeywell Experion PKS > System Management > Windows Services & DCOM Servers Log-on Tool. 2 If User Account Control dialog box is displayed, click Yes. The Set Log on Account and Password on Servers dialog box is displayed. 3 Select the required Account Name from the list. 4 Type Password and click Apply New Account. If correct password is entered, a message Applied Security with 0 errors is displayed. 5 Click OK. If incorrect password is entered, a message, Error Logging In: Error Text: Logon failure: unknown username and bad password is displayed. Then, perform the following procedures. To change the Experion Windows account passwords using Password utility.to change the Experion Windows account passwords using Password utility To apply the changed password using Windows Services & DCOM Servers Log-on Tool To apply the changed password using Windows Services & DCOM Servers Log-on Tool. To change the Windows account passwords on the Experion nodes using Password utility 1 Double-click PWDUtil.exe located at C:\Program Files\Honeywell\Experion PKS\Utilities\pwdutil. For custom installation path, navigate to <user selected path>\honeywell\experion PKS\Utilities \pwdutil. 10

11 2 PREPARING FOR MIGRATING AN ACE OR SCE NODE 2 Click mngr. 3 Type the new password in the Password and Confirm Password boxes. 4 Click OK and then click Done. 5 Click OK. If the Password utility warns that one or more existing Windows accounts are no longer required, (for example, the Windows ps_user account) you must delete these Windows accounts, unless another application, other than Experion, uses these Windows accounts. 6 Restart the computer. To apply the changed password using Windows Services & DCOM Servers Log-on Tool 1 Choose Start > All Programs > Honeywell Experion PKS > System Management > Windows Services & DCOM Servers Log-on Tool. 2 If User Account Control dialog box is displayed, click Yes. The Set Log on Account and Password on Servers dialog box is displayed. 3 Select the required Account Name from the list. 4 Type Password and click Apply New Account. If correct password is entered, a message Applied Security with 0 errors is displayed. 5 Click OK. 11

12 2 PREPARING FOR MIGRATING AN ACE OR SCE NODE 2.2 Creating a shared folder on the EMSN You must create a shared folder on the Experion Migration Storage Node (EMSN). In this shared folder, you can store the database and configuration information so that, it can be retrieved during the node migration. The EMSN must be created on another system separate from the node to be migrated, but within the same network or Experion cluster. You can create a folder to store EMSN data on a USB storage device. The EMSN machine's IP address on USB drive must be in the format of file:\\<driveletter>. For example, file:\\z. Local system cannot be used as EMSN node. The minimum space required depends upon on the database or the number of clusters. For information about the disk space requirements for the EMSN, refer to Migration Planning Guide. To connect to this shared folder from another computer, use one of the following options. Connect as the Administrator of the node designated as the EMSN. Create a local account on the EMSN node with Administrative privileges and assign full control permissions to the shared folder for this user. To store the database and configuration information, the EMSN path must be entered. To create a shared folder on the EMSN 1 Create a folder on the node designated as the EMSN. 2 Right-click the folder and select Sharing and Security. The folder's Properties dialog box is displayed. 3 Click Share this folder. 4 In the Share name box, type the name of the share. For example, type EMSN. 5 If you have created a local account on the EMSN node, for access to this shared folder, perform the following: a b c d e Click Permissions. Click Add, locate the local account created on the EMSN node, and then click OK. From the Group or user names list, enter the account name that you have added. Or Click Advanced and then click Find Now. Select the name from the list. In the Permissions for <Group or Users> list, click Full Control. Click OK. Tip Access permission to the EMSN share must be given to a single user account. Folder share permission must not be given to Everyone or Groups. The user account to which folder share permission is provided must not be present on the system on which the migration is performed. Ensure that the HPSInstall account is not present on the system on which you create the ESIS repository. If the ESIS repository exists on the same machine on which EMSN share is being created, the user account to which access permissions are provided for the ESIS repository must also be given permission to the EMSN share. The user account, to which access permissions to EMSN share are provided, must have full control of the EMSN share. 12

13 2 PREPARING FOR MIGRATING AN ACE OR SCE NODE 6 Click Apply and then OK. Do not host EMSN and ESIS on the same node, as it may cause conflict in credentials. 13

14 2 PREPARING FOR MIGRATING AN ACE OR SCE NODE 2.3 Recording Windows network configuration settings Record the Windows network configuration settings for each node in the system. You may have to reconfigure these settings after migrating the node. You must perform this task on the following nodes: ESV, ESVT, eserver, ACE, ACE-T, ESC, ES-T, ES-CE, ES- F, E-APP, EAS, SCE and Collaboration Station. To record the Windows network configuration settings 1 Open the command prompt window. 2 Type ipconfig/all and press ENTER. The network configuration settings is displayed. 3 Print the contents of the Command Prompt window or record these settings. 4 Open Command Prompt and type net use to record your mapped network drives to be restored after the migration. To verify PSC version 1 Open the command prompt window. 2 Type regedit and press ENTER. The Register Editor dialog box is displayed. 3 Select HKEY_LOCAL_MACHINE > SOFTWARE > Wow6432Node > Honeywell > TPS50 > InstallInfo for R410.x, R430.x, R431.x, R432.x and R500.x For R31x, R400.x, Select HKEY_LOCAL_MACHINE > SOFTWARE > Honeywell > TPS50 > InstallInfo 4 Verify the PSC_Version. For R431.x, the PSC version is For R430.x, the PSC version is For R410.x, the PSC version is For R400.x, the PSC version is For R310.3, the PSC version is For more information about supported migration paths, contact your Honeywell Technical Assistance Centre (TAC). 14

15 2 PREPARING FOR MIGRATING AN ACE OR SCE NODE 2.4 Verifying the CD and DVD drives You must perform this task on the following nodes: ESV, ESVT, eserver, ACE, ACE-T, ESC, ES-T, ES-CE, ES- F, E-APP, EAS, SCE and Collaboration Station. Ensure that all CD and DVD drives installed on the Experion nodes are working and accessible. If any node does not have a DVD drive or the DVD drive is not working, install an external DVD drive, if necessary. 15

16 2 PREPARING FOR MIGRATING AN ACE OR SCE NODE 2.5 Verifying the communication network You must perform this task on the following nodes: ESV, ESVT, eserver, ACE, ACE-T, ESC, ES-T, ES-CE, ES- F, E-APP, EAS, SCE and Collaboration Station. You must ensure that all the communication networks are intact. Ensure that the following tasks are performed before migration. Verify that there are no reported errors or active alarms on devices, the I/O network (not applicable for eserver), or the supervisory communication networks. Confirm this by viewing appropriate system management displays. If there are errors or if alarms are active, perform the necessary tasks to correct the faults. 16

17 2 PREPARING FOR MIGRATING AN ACE OR SCE NODE 2.6 Verifying the system hardware You must perform this task on the following nodes: ESV, ESVT, eserver, ACE, ACE-T, ESC, ES-T, ES-CE, ES- F, E-APP, EAS, SCE and Collaboration Station. For more information about system hardware, refer to the following documents. Experion Migration Planning Guide Support Software SCN 17

18 2 PREPARING FOR MIGRATING AN ACE OR SCE NODE 2.7 Verifying the software versions of TPN, TPS, and Common Components You must perform this task only on ESVT, ACE-T, and ES-T, and E-APP. Verify the software versions of TPN, TPS, and Common Components software installed on the system are correct. Ensure that the latest Experion compatible version of TPN, TPS, and common components software is installed on the integrated T-nodes. For compatibility information, refer to the latest Experion General Release SCN. In a hybrid Experion with TPN based system, if you use the ENB node or Experion EHPM connection license, you must first upgrade the TPN system to R686.1 and then upgrade to Experion. Later, you can flash ENIM or EHPM with the latest EUCN Boot or APP firmware. 18

19 2 PREPARING FOR MIGRATING AN ACE OR SCE NODE 2.8 Verifying the network configuration This task is applicable only for FTE topology. Prerequisites Perform the following checks only if FTE network is present. To verify the binding order of the FTE network adapter 1 Choose Start > Settings > Control Panel. 2 Double-click Network Connections. 3 Select Advanced > Advanced Settings. 4 Verify the FTE network adapter sequence. The Yellow FTE network adapter is the primary FTE network adapter and must be listed first in the binding order. The Green FTE network adapter is the is secondary FTE network adapter and must be listed second in the binding order. Change or rename, if necessary. Wrong FTE binding order leads to loss of view and/or control of the ACE and/or SCE nodes from the servers after migration. To verify LAN metric, DNS, and NetBIOS of FTE network adapter 1 Right-click FTE Yellow/Green network adapter and then choose Properties. 2 Select Internet Protocol (TCP/IP). 3 Click Properties. 4 Verify Default gateway. The Default Gateway IP address must not be set to zero. It must be either blank or must be set to a valid IP Address. 5 Click Advanced. The Advanced TCP/IP Settings dialog box is displayed. 6 Verify that the Automatic metric check box is cleared. The Interface metric value must be 1 for the FTE Yellow network adapter, and 5 for the FTE Green network adapter. 7 Click the DNS tab. 8 For the Yellow FTE network adapter, verify that the Register this connection's addresses in DNS checkbox is selected. 9 For the Green FTE network adapter, verify that the Register this connection's addresses in DNS checkbox is cleared. 10 Click the WINS tab. 11 For the Yellow FTE network adapter, verify that the Enable NetBIOS over TCP/IP option is selected. 12 For the Green FTE network adapter, verify that the Disable NetBIOS over TCP/IP option is selected. 13 Click OK. To record the Persistent Route configuration 1 Choose Start > Run. 19

20 2 PREPARING FOR MIGRATING AN ACE OR SCE NODE 2 In the Run dialog box, type cmd. 3 Press ENTER. 4 From the Command Prompt window, type route print and press ENTER. 20

21 2 PREPARING FOR MIGRATING AN ACE OR SCE NODE 2.9 Verifying the primary disk partition You must perform this task only on Flex Console with Windows 7. To verify primary disk partition 1 Choose Start > Control Panel > Administrative Tools > Computer Management. The Computer Management window is displayed. 2 From the left pane, expand Storage and select Disk Management. 3 If there are two primary disk partitions and both contain data, ensure to take back up of both the disk partitions. If Experion is installed on any other drive, other than C drive, then do not use Use C drive option while using Experion PKS System Initialization media for installing the operating system. If Experion is installed on any other drives (other than C drive), then the existing data in that drive is lost or migration fails if that drive does not have sufficient space. 21

22 2 PREPARING FOR MIGRATING AN ACE OR SCE NODE 2.10 Performing system backup Ensure that system backups are up-to-date. Perform system backups periodically. Ensure that your system files are backed up before you start a migration. Refer to the Backup and Restore Guide, for details and procedures. If you are not using EBR, create a disk image of the hard drive (using any backup software) for the node that is to be migrated. This image can be used to restore the node to its original condition. Before upgrading to the latest Experion Backup and Restore version, you must preserve the last backup created by the previous EBR release till the latest EBR installation is complete and then backup the image using latest EBR. This is ensure availability of a backup image till the upgraded EBR generates a backup image. Experion PKS Software Experion PKS Runtime Data Experion PKS SQL Logs 22

23 2 PREPARING FOR MIGRATING AN ACE OR SCE NODE 2.11 Running the CheckDisk utility You must perform this task on the following nodes: ESV, ESVT, eserver, ACE, ACE-T, ESC, ES-T, ES-CE, ES- F, E-APP, EAS, SCE and Collaboration Station. To run the CheckDisk utility on a local drive 1 Open Windows Explorer. 2 On each local hard disk drive, right-click and choose Properties. 3 In the Error-checking section of the dialog box, click the Tools tab, and then click Check Now. 4 Click Start. 5 Check for the following: a b If the check completes without error, then the task is complete. If the check indicates errors or does not complete, then select both Automatically fix file system errors and Scan for and attempt recovery of bad sectors check boxes. 6 Restart the node. CheckDisk is performed automatically on startup. 7 Repeat step 5 to complete the check. 23

24 2 PREPARING FOR MIGRATING AN ACE OR SCE NODE 2.12 Creating a disk image of the hard drive You must perform this task on the following nodes: ESV, ESVT, eserver, ACE, ACE-T, ESC, ES-T, ES-CE, ES- F, E-APP, EAS, SCE and Collaboration Station. You must create a disk image of the hard drive only if you are not using Experion Backup and Restore (EBR). If you are not using EBR, create a disk image of the hard drive (using any backup software) for the node that is to be migrated. This image can be used to restore the node to its original condition. 24

25 2 PREPARING FOR MIGRATING AN ACE OR SCE NODE 2.13 Calculating the disk space You must perform this task on the following nodes: ESV, ESVT, eserver, ACE, ACE-T, ESC, ES-T, ES-CE, ES- F, E-APP, EAS, SCE and Collaboration Station. You must perform this task on the following nodes: ESV, ESVT, eserver, ACE, ACE-T, ESC, ES-T, ES-CE, ESF, E-APP, EAS, SCE and Collaboration Station. You must set up your EMSN node before starting migration because EMSN is used for saving pre-migration files for both with operating system or without operating system change migration scenarios. To set up the EMSN node, calculate the disk space required to support the migration of the node/cluster and then set up EMSN according to the calculated space requirement. For more information on disk space calculation, refer to the section Experion Migration Storage Node in the Experion Migration Planning Guide. For more information on setting up EMSN, refer to Creating a shared folder on the EMSN on page 12Creating a shared folder on EMSN procedure. 25

26 2 PREPARING FOR MIGRATING AN ACE OR SCE NODE 26

27 3 Migrating an ACE or SCE node All the tasks must be performed off-process. Prerequisites Experion target release media. Experion target release license. The server meets the hardware requirements. For more information, refer to the latest Experion PKS General Release Software Change Notice (SCN). Related topics Closing the Windows applications on page 28 Disabling the antivirus software on page 29 Check/remove the Terminal Server service/services on page 30 You must perform this task if you are changing the operating system as part of the migration process. Configuring the Internet Explorer security on page 31 Updating the Experion PKS System Initialization utility (DVD-based migration) on page 33 Choosing the migration method on page 34 Installing the Microsoft security updates on page 39 Reinstalling antivirus software on page 41 Upgrading to the latest TPN release on page 42 Reinstalling software applications that are not migrated on page 43 Restoring registration of OPC servers on ACE node on page 44 Checking OPC connections on page 45 Adding a node to a Windows domain on page 46 Setting up time synchronization on page 47 Reloading blocks on the node on page 48 Creating and assigning strategies to SIM-C200E on page 49 Rebuilding checkpoint files on page 50 Restoring checkpoint files to node on page 51 Saving checkpoint manually on page 52 Perform a checkpoint save on the primary server for all controller nodes associated with the server. 27

28 3 MIGRATING AN ACE OR SCE NODE 3.1 Closing the Windows applications You must close all the Windows applications before starting the migration. 28

29 3 MIGRATING AN ACE OR SCE NODE 3.2 Disabling the antivirus software You must disable all virus protection software and stop all virus protection-related services running on the system you are planning to migrate. To disable an antivirus using VirusScan Console 1 Choose Start > All Programs > McAfee > VirusScan Console. The VirusScan Console dialog box is displayed. 2 Right-click Access Protection and select Disable. 3 Right-click Buffer Overflow Protection and select Disable. 4 Right-click On-Access Scanner and select Disable. To disable an anitvirus using services.msc 1 Choose Start > Run. The Run dialog box is displayed. 2 Type services.msc. The Services dialog box is displayed. 3 Select McAfee Engine Service and select Properties. The McAfee Engine Service Properties dialog box is displayed. 4 From the Startup type list, select Disabled. 5 Click Stop. 6 Click Apply and then click OK. 7 Repeat step 3 through step 6 for McAfee Framework, McAfee McShield, and McAfee Task Manager. 29

30 3 MIGRATING AN ACE OR SCE NODE 3.3 Check/remove the Terminal Server service/services You must perform this task if you are changing the operating system as part of the migration process. This procedure describes the steps to remove Terminal Server Services before starting the migration. You can perform this procedure only if Terminal Server Services are installed in your system. You must perform this procedure only when the migration includes an OS installation, product hardware change, or an OS reinstallation. To verify and remove the Terminal Server service/services 1 Select Add/Remove Windows Components in the left pane. The Windows Components Wizard dialog box is displayed. 2 Clear Terminal Server and Terminal Server Licensing options, if they are selected. 3 Click Next. The Terminal Server and Terminal Server Licensing option is removed. 4 Click OK. 30

31 3 MIGRATING AN ACE OR SCE NODE 3.4 Configuring the Internet Explorer security This procedure ensures that the platforms connect to the ESIS for migration, and connect to the EMSN during the migration. To configure the Internet Explorer security 1 Open Internet Explorer, and choose Tools > Internet Options. 2 Click the Security tab, and then click Local intranet. 3 Click Sites and then click Advanced. The Local intranet dialog box is displayed. 4 Skip step 5 and 6 if you are using ESIS and EMSN from USB. 5 If you are using an network EMSN for migration: a b In the Add this website to the zone box, enter the EMSN machine's IP address as file://<ip address of EMSN machine>. For example, file:// Click Add. 6 If you are using an network ESIS for migration: a b In the Add this website to the zone box, enter the ESIS machines's IP address as file://<ip address of ESIS machine>. For example, file:// Click Add. 7 If you are using an USB ESIS or EMSN for migration: a In the Add this website to the zone box, enter the drive letter as file:\\<driveletter>. For example, file:\ \Z. 31

32 3 MIGRATING AN ACE OR SCE NODE b Click Add. 8 To close the Local intranet dialog box, click Close. 9 In the Internet Options dialog box, click OK. 10 Close the Internet Explorer. 32

33 3 MIGRATING AN ACE OR SCE NODE 3.5 Updating the Experion PKS System Initialization utility (DVD-based migration) Perform this procedure only if you are performing a DVD-based migration. Do not perform this procedure if you are installing the operating system without the Experion PKS System Initialization media. Do not perform this procedure if you are using an ESIS for migration. Do not perform this procedure if you are performing migration without an OS reinstallation. Perform the following procedure to update the Experion PKS System Initialization utility prior to starting the migration. The Experion PKS System Initialization utility is used for capturing the operating system settings and network settings for the nodes being migrated. Prerequisites Ensure that you start migration with local account that has local administrator and product administrator privileges. To update the Experion PKS System Initialization utility 1 Insert the Experion PKS System Initialization media into the drive of the node to be migrated. The Auto Play dialog box is displayed. 2 Click Run cdbrowse.exe. 3 If User Account Control dialog box is displayed, click Allow. The Honeywell - Experion PKS System Initialization dialog box is displayed. 4 Click Prepare Node for Migration. 5 If any error message is displayed, rectify the error and repeat step 1 through 4. 6 Click OK when the following message is displayed. 33

34 3 MIGRATING AN ACE OR SCE NODE 3.6 Choosing the migration method If... then... See The Windows Server 2008 R2 is not installed on the server nodes. You have changed the platform hardware on the node. Migrate the node and install the operating system. Migrate the node and install the operating system. For Operating system installation using Experion PKS System Initialization media, see Migrating an Experion node ACE, or SCE)and installing the operating system on page 53Migrating an Experion node and installing the operating system ACE and SCE For Operating system installation without using Experion PKS System Initialization media, see Migrating an Experion node and installing the OS without Experion PKS Initialization media ACE and SCE Migrating Experion node ACE, or SCE) and install OS without Initialization media on page 143 For Pre-installed operating system, see Migration scenarios for platform hardware change Migration scenarios for platform hardware change on page 127 For Operating system installation without using Experion PKS System Initialization media, see Migration scenarios for platform hardware change Migration scenarios for platform hardware change on page 127 For Operating system installation using Experion PKS System Initialization media, see Migration scenarios for platform hardware change Migration scenarios for platform hardware change on page

35 3 MIGRATING AN ACE OR SCE NODE If... then... See You are migrating without using the Experion PKS System Initialization DVD. You are migrating Experion systems in a virtualized environment. You are migrating Experion system without installing the operating system. Migrate the node and install the operating system. Migrate the node and install the Windows Server 2008 R2 (64-bit) operating system. Migrate the node. Migrating Experion node ACE, or SCE) and install OS without Initialization media on page 143. Migrating an Experion node and installing the OS without Experion PKS Initialization media ACE and SCE Migrating Experion systems in a virtualized environment on page 199 Migrating Experion systems in a virtualized environment Migrating an Experion node without installing the operating system. Complete the node migration and return here to continue the following tasks. 35

36 3 MIGRATING AN ACE OR SCE NODE 3.7 Installing and restoring RSLinx Classic settings Prerequisites The following table illustrates the network options used for communication. The following procedures are not applicable for eserver off-process migration. EPN (Experion Process Network) Process System ControlNet(Ethernet) Or ControlNet PCIC (Peripheral Component Interconnect Communcation Interface Card) SCADA system Fault Tolerant Ethernet (FTE) SCADA system to process system conversion Ethernet Server client or supervisory network Ethernet Ethernet Auxiliary network None None Fault Tolerant Ethernet (FTE) Ethernet None ACE and SCE system ControlNet PCIC Ethernet None If you are migrating without operating system change, remove the older version of RSLinx Classic and install the new version as mentioned in the General Release Software Change Notice. For removing and installing RSLinx Classic, refer to RSLinx Installation Guide provided by Rockwell. To install RSLinx Classic 1 Choose Start> Run. The Run dialog box is displayed. 2 Type services.msc. The Services dialog box is displayed. 3 Right-click Experion PKS Control Data Access Server service and select Properties. The Experion PKS Control Data Access Server Properties dialog box is displayed. 4 The Startup type must be selected as Disabled. The Experion PKS Control Data Access Server service is disabled. 5 Restart the node. 6 Stop all Experion services. 7 Install the RSLinx Classic version. For more information about RSLinx Classic, refer to the R4xx.x General Release SCN. 8 Perform step 1 through step 3 to open Experion PKS Control Data Access Server Properties dialog box. 9 Enable Experion PKS Control Data Access Server service, by selecting Startup type as Automatic. The Experion PKS Control Data Access Server service is enabled. 10 Restart the system. 11 Verify all Experion services and RSLinx services are started successfully after restart. To restore RSLinx Classic settings 1 To verify RSLinx configuration, browse to C:\Program Files(x86)\Honeywell\Experion PKS\Utilities \RSLinxAutomation. 36

37 3 MIGRATING AN ACE OR SCE NODE Or For custom installation path, browse to %user selected path%\honeywell\experion PKS\Utilities \RSLinxAutomation 2 Right-click RSLinxAutomation.exe and select Run as administrator. 3 If User Account Control dialog box is displayed, click Yes. 4 In RSLinx Classic Launch Control Panel dialog box, a message appears RSlinx Classic Application is running. 5 Choose Start > Run. 6 In the Run dialog box, type the <\\EMSN server IP> where the EMSN folder is stored. 7 If Windows Security dialog box is displayed, type the Username and Password. 8 Click OK. 9 Browse to the <EMSN folder>\honeywell Experion PKS\Migrate\<ServerName> and copy RSLinx folder in the temp folder of your local machine. 10 Stop all Experion services. 11 Launch RSLinx Classic Backup Restore Utility. 12 If User Account Control dialog box is displayed, click Yes. 13 In RSLinx Classic Backup/Restore Utility dialog box, click Restore option. 14 Browse to RSLinx folder and open RSL_BackUp.RSX. The Shutdown RSLinx Classic? dialog box is displayed. 15 Click Yes to shutdown RSLinx Classic. A message The operation completed successfully is displayed. 16 Click OK. To import EDS files 1 Launch EDS Hardware Installation Tool. 2 If User Account Control dialog box is displayed, click Yes. 3 In Rockwell Automation - Hardware Installation Tool page, click Add. 4 In Rockwell Automation EDS Wizard page, click Register a Directory of EDS files option and browse to C:\Program Files(x86)\Rockwell Software\RSCommon\HoneywellEDS and click Open. 5 Click Look in subfolder. 6 Click Next and follow on-screen instructions. 7 Click Finish and Exit. 8 Restart the node. 9 Verify all Experion services and RSLinx services are started successfully from services.msc. 10 To verify RSLinx configuration, browse to C:\Program Files(x86)\Honeywell\Experion PKS\Utilities \RSLinxAutomation. Or For custom installation path, browse to %user selected path%\honeywell\experion PKS\Utilities \RSLinxAutomation 11 Right-click RSLinxAutomation.exe and select Run as administrator. 12 If User Account Control dialog box is displayed, click Yes. 13 In RSLinx Classic Launch Control Panel dialog box, a message appears RSlinx Classic Application is running. 37

38 3 MIGRATING AN ACE OR SCE NODE In case the message RSLinx Classic Application is Not Running appears, click on Start on the RSLinx Classic Launch Control Panel dialog box and start the RSLinx Classic application as described in the following step. 14 Choose Rockwell Software > RSLinx > RSLinx Classic. The RSLinx Classic Gateway dialog box is displayed. 15 Select Communications>RSWho. 16 In RSLinx Classic Gateway - RSWho -1, verify the restored configuration. 17 Close all the applications. 18 From RSLinx Classic Launch Control Panel dialog box, click Stop to stop the RSLinx Classic application. 38

39 3 MIGRATING AN ACE OR SCE NODE 3.8 Installing the Microsoft security updates Install the Microsoft security updates that are applicable to the operating system installed on this system. Go to the Honeywell Process Solutions website for more information. If you are a new user, you can register for access at this site. You must access the Honeywell Process Solutions website from a secured computer, rather than from a node within your Experion system. To access zip file, save the file in the local drive and then open. To access the Honeywell Process Solutions website 1 In a web browser, type the following URL. The SUPPORT page appears, and the Search Knowledge Base tab is selected by default. 2 Select Click Here to Login in the top-right corner of the page. The home page appears. 3 If you are a new user, register at this website. Click Register, and follow the on-screen instructions. 4 If you are already registered, type your Account Login user name and password, and click Login. Your account name appears in the top-right of the page. To download and install the security updates 1 To locate product-related security information, perform the following: a In the LATEST MATRIX UPDATES section, click the required product matrix as shown in the following image. b The product compatibility matrix spreadsheet enclosed in a zip file is downloaded. In the product compatibility matrix spreadsheet, locate the required security-related information. 2 To locate the latest security updates, perform the following: a In the LATEST SUPPORT FILES section, click Latest Security Updates as shown in the following image. 39

40 3 MIGRATING AN ACE OR SCE NODE b The All Security Updates page appears as a new page. In the Search box, type the following search phrases to locate security-related information: Search for Microsoft Security Hot-fixes Honeywell Qualification Matrix Microsoft Security Updates ISO Experion Patch Update Matrix Description This matrix provides recommendations for the installation of Microsoft security updates for each HPS product. Monthly releases of an ISO image that contains the HPS Update Manager application and HPS qualified Microsoft updates. For more information about the HPS Update Manager, search for HPS Update Manager on the HPS website. This spreadsheet identifies the updates/patches that need to be installed on the system. 3 If the security update cannot be located in the list displayed, you can search using the Search box. 4 To search with Advanced link, click the Advanced link in the Search toolbar. The Advanced Support Document Search page appears. 5 Type the details of the security update. 6 Click Search. The list of security updates with the required information appears. 7 Locate the required update and click the link to open. 40

41 3 MIGRATING AN ACE OR SCE NODE 3.9 Reinstalling antivirus software The list of supported antivirus applications, and their recommended configuration, is maintained on the Honeywell Process Solutions website. If you are a new user, you can register for access at this site. Review the antivirus recommendations and folder exclusions. You can refer to the antivirus recommendations and folder exclusions details at, %2Dvirus You must access the Honeywell Process Solutions website from a secured computer, rather than from a node within your Experion system. To access zip file, save the file in the local drive and then open. To access the Honeywell Process Solutions website 1 In a web browser, type the following URL. The SUPPORT page appears, and the Search Knowledge Base tab is selected by default. 2 Select Click Here to Login in the top-right corner of the page. The home page appears. 3 If you are a new user, register at this website. Click Register, and follow the on-screen instructions. 4 If you are already registered, type your Account Login user name and password, and click Login. Your account name appears in the top-right of the page. To apply the latest antivirus notification 1 In the Latest Support Files, click Latest Notifications link. The All Notifications page is displayed. This page lists the latest notifications. 2 If the notifications cannot be located in the list displayed, you can search using the Search toolbar. 3 To search with Advanced link, click the Advanced link in the Search toolbar. The Advanced Support Document Search page is displayed. 4 Type the details of the notification and click Search. The list of notifications with the required information is displayed. 5 Locate the required notification and click to open. 41

42 3 MIGRATING AN ACE OR SCE NODE 3.10 Upgrading to the latest TPN release For upgrading to the latest TPN release, refer to the latest Customer Release Guide (CRG). 42

43 3 MIGRATING AN ACE OR SCE NODE 3.11 Reinstalling software applications that are not migrated You must reinstall all applications that are not migrated. When running the migration application, you were informed to note the names of all the applications that were not being migrated. You must reinstall them. This includes both Honeywell and third-party applications. Some of the applications are as follows: Setting up Microsoft Excel reports If you have completed a migration with an operating system installation or reinstallation, or a platform hardware change, and you want to use Microsoft Excel reports, you must reinstall Microsoft Excel or Microsoft Office, and configure Microsoft Excel reports. For more information about configuring Microsoft Excel reports, see the Supplementary Installation Tasks Guide. Installing Experion Backup and Restore (EBR) EBR manager - Update the EBR manager to the latest release. Physical node - Reinstall EBR clients on the migrated nodes if you have done operating system reinstallation. Virtualization - Deploy the virtual appliance to the host using the latest EBR manager. 43

44 3 MIGRATING AN ACE OR SCE NODE 3.12 Restoring registration of OPC servers on ACE node If the ACE node hosts an OPC gateway and you have installed or reinstalled the operating system during migration on the ACE node, then restore the registration of the OPC server(s) on the ACE node. Some third-party OPC servers do not allow a client to connect remotely unless the OPC server is registered on the ACE node. 44

45 3 MIGRATING AN ACE OR SCE NODE 3.13 Checking OPC connections If the ACE node hosts an OPC gateway. Check that the OPC connections are working. For additional information, refer to the section Setting up a third-party OPC client or server in the Supplementary Installation Tasks Guide. You may need to perform additional tasks for your system. For more information, refer to the section Completing an ACE or SCE node installation in the Supplementary Installation Tasks Guide. 45

46 3 MIGRATING AN ACE OR SCE NODE 3.14 Adding a node to a Windows domain If you require your computer to be assigned to a Windows domain, complete the instructions in this section. Prerequisites You have a Windows domain controller installed and operating correctly. You have a properly operating DNS Server, and the node being added has DNS and (optionally) WINS server information configured. To add a node to a Windows domain 1 Click the Computer Name tab. 2 Click Change to display the Computer Name Changes dialog box. 3 Click Domain and then type the domain name, as specified in the site specification form. 4 If prompted, type the user name and password of the domain administrator, and then click OK. The computer registers with the domain. This may take several seconds. 5 Click OK to acknowledge the welcome message. 6 Restart the computer. 7 Log on to the computer, using a Windows account with local administrator rights. 46

47 3 MIGRATING AN ACE OR SCE NODE 3.15 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. 47

48 3 MIGRATING AN ACE OR SCE NODE 3.16 Reloading blocks on the node After migrating an ACE node, do the following from the Monitoring view in Control Builder. Reload the associated CPM and CEE blocks. For example, on ACE nodes, load the ACE and ACECEE blocks. Reload the OPCG or ICG blocks, if the ACE node is configured as an OPC Gateway (OPCG) or Intercluster Gateway (ICG). 48

49 3 MIGRATING AN ACE OR SCE NODE 3.17 Creating and assigning strategies to SIM-C200E To delete SIM-C200 1 Open Configuration Studio from Server B. 2 To start Control Builder, select Configure Process Control Strategies from the task list. 3 Log on to the Control Builder with Engineer (Engr) security permissions 4 On the Monitoring tab, right-click CEE of SIM-C200 and then select Module Properties. The Module Properties dialog box is displayed. 5 In CEE command list, click IDLE. 6 Click Yes. 7 Click OK. 8 Select CEE and select Inactivate > Select CEE(s) IOMs, CMS, Application Function Blocks. 9 Right-click SCM and then select Inactivate > Selected CEE(s) SCMs. 10 Select all modules under CEE and SCMs individually and right-click Delete/Forced Delete. 11 Click Continue. 12 Click Delete Selected Objects. 13 Select SIM-C200 and right-click Delete/Forced Delete. 14 Click Continue. 15 Click Delete Selected Objects. 16 Click OK. To assign CMs and SCMs to SIM-C200E 1 Choose File > New > Controllers > C200E-Control Processor Module (16M). The C200 E Project (Parameters) dialog box is displayed. 2 Click Simulation tab. 3 Click Load to simulation Environment. 4 Assign Host IP address or Host Name. 5 Click OK. 6 From Project side, go to SIM-C200 and select all SCMs and CMs. 7 Choose Edit> Execution Environment Assignment. 8 Select SIM-C200E s CEE and click Assign. 9 Verify all the CMs and SCMs are assigned in the Assigned To tab. 10 Click Close. 11 Right-click SIMC200 and click Delete. 12 Right-click SIM-C200E and click Load. 13 Similarly, load all CMs and SCMs under SIM-C200E. 49

50 3 MIGRATING AN ACE OR SCE NODE 3.18 Rebuilding checkpoint files After controller migration, you must manually rebuild all checkpoint files on the new release primary (Server B) and controllers, and then perform manual checkpoint saves to get each node's latest checkpoint to a complete entirety state. To initiate checkpoint rebuild 1 Select Server B and click Connect. 2 Expand Servers and select Control Strategy. 3 To start Control Builder, from the task list select Configure Process Control Strategies. 4 Log on to the Control Builder with Engineer (Engr) or higher security permissions. 5 On the Monitoring tab, select the node whose checkpoint file is to be rebuilt. 6 From the Controller menu, choose Checkpoint > Rebuild selected objects(s) and contents checkpoint from monitoring tab. 7 In the Rebuild Checkpoint Information from Monitoring Tab dialog box, ensure that the correct node and all its contents are listed in the Selected object(s) box. If the node is incorrect, click Cancel and repeat steps 1 and 2 for the correct node. Otherwise, go to the next step. Tip Only tagged objects appear in the Selected object(s) box of the Rebuild Checkpoint Information from Monitoring Tab dialog box. 8 Click Continue to initiate the rebuild function. A Rebuild Checkpoint Information from Monitoring Tab progress dialog box is displayed for monitoring the status of the operation. 9 If you want to abort the operation without saving any changes to the checkpoint file, click Cancel. In case of errors, try addressing and contact TAC, if required. 10 Wait for the rebuild operation to complete before continuing with other functions. Rebuild checkpoint file emulates a controller load without actually loading to the controller. The rebuilt checkpoint file information must then contain all of the tagged/component blocks for the controller's monitor tree. If severe load errors are displayed in the dialog box, it indicates that those tagged blocks are neither placed into the controller's rebuilt checkpoint base, nor the controller's latest.cp file. This error occurs because, those blocks could not be loaded to the controller. To correct this problem, after any checkpoint restore, you must reload these tagged blocks to the controller and fix the load errors at that time. As these load errors get fixed on the blocks, the checkpoint file is updated with the correct information. 11 Repeat step 4 through 7 for each controller. 50

51 3 MIGRATING AN ACE OR SCE NODE 3.19 Restoring checkpoint files to node After migrating an ACE node, you may need to initiate a checkpoint rebuild and then perform a restore from checkpoint. The following procedure outlines the typical steps for restoring a selected node using the saved checkpoint files. To initiate restore from checkpoint 1 From the Controller menu, choose Checkpoint > Restore from Checkpoint. The Restore from Checkpoint dialog box is displayed. 2 In the Select Nodes to Restore box, click the plus sign to expand the root directory, and select the node you want to restore. 3 In the Location of files box, ensure the directory path and the checkpoint file name are correct for the selected node. Use the Browse button to select another directory, if applicable. 4 If you have selected a node with hardware modules, perform the following: To restore the node s associated hardware modules, click Restore Selected Node and its associated Hardware option. If you do not want to restore the node's associated hardware modules, clear Restore Selected Node and its associated Hardware option. 5 In the Select Nodes to Restore box, select the node you want to restore. 6 When the checkpoint has an entirety state of other than Complete, click the Details button to determine which tagged blocks this applies. 7 Perform the following: a b On the Details dialog box, you can view the incomplete, stale, dangling, and mismatched tagged blocks in the selected file. Click Close to close the dialog box. 8 Click Restore. 9 Wait for the restore operation to complete. A Restore from Checkpoint dialog box is displayed that displays any errors encountered during the operation. 10 Repeat steps 2 to 9 to restore other nodes, as required. 11 Click Close to close the dialog box. 12 If you want to keep the Monitoring Engineering Repository Database (ERDB) of this controller consistent with that just restored to the controller, initiate an Upload operation from the Controller to the Monitoring ERDB. For more information, refer to Using Upload command section in the Control Building Users Guide. Correct any errors that occur during the Checkpoint Restore. COLDSTART the CEE block on the ACE node. 51

52 3 MIGRATING AN ACE OR SCE NODE 3.20 Saving checkpoint manually Perform a checkpoint save on the primary server for all controller nodes associated with the server. You must perform a manual checkpoint file save for all controller nodes associated with the server to be migrated. Performing a checkpoint save for the controllers assures that you can restore a checkpoint file to a controller if it fails during migration. To save checkpoint manually 1 From the Controller menu of Control Builder, choose Checkpoint > Save Checkpoint Manually. The Save Checkpoint Manually dialog box is displayed. 2 On the By Node tab, select the nodes in Available box that you want to checkpoint. Use common Window's shortcut keys to make multiple selections. 3 Click >> to add node selections to the To be Saved box. 4 In the File Name box, note the directory path and checkpoint file name. If you have selected two or more nodes, the default checkpoint file name is a series of file names for the selected nodes, and this option is unavailable. 5 In Comments box, type the comment that applies for all checkpoint files, if necessary. 6 Click Save. Wait for the copy/save operation to complete. 7 If applicable, click the By Task tab, select the necessary scheduled task in the Manual Tasks box. Repeat steps 4 through 7 to initiate checkpoint save for a scheduled task with Manual Startup Type. 8 Click Close to close the dialog box. 52

53 4 Migrating an Experion node ACE, or SCE)and installing the operating system This section describes how to migrate an Experion node and install the operating system. If you need to stop the migration application during this migration procedure, you can restart the application from the point where it stopped. Refer to the Restarting the Install Sequencer section. Prerequisites You have read the Experion PKS General Release SCN The SCN contains last-minute information that was not included in the migration documents. You must read them to find out whether they contain any migration-related information that is applicable to the system you are migrating. You have the required Experion PKS Installation media. You have the required Experion PKS System Initialization media. You have the required Experion PKS Support Software media The latest point release Experion Support Software is available as an ISO image on Honeywell Process Solutions website ( Use the ISO image content to create a DVD/media for installing the latest Experion point release. For extracting contents to a media, use ISO extraction software. For example, you can use Virtual Clone Drive software for extracting the contents to a media. You have the Operating System Certificate of Authenticity, which contains Product Identification number. The Experion node meets the hardware requirements to support this Experion release. For more information, see the Software/Hardware/Firmware Compatibility section in the Experion PKS General Release SCN. If you are using the Experion Software Installation Server (ESIS) to perform migration, make sure that you have properly created the ESIS share. Some Honeywell and third-party applications and programs that are not integrated with the Experion PKS Installation media are not migrated forward. You must follow the instructions during the migration procedure and perform the migration of the applications manually. When prompted, ensure to enter the same MNGR and LocalComServer passwords that were recorded before starting the migration. Ensure that you manually copy the custom reports located at C:\ProgramData\Honeywell\Experion PKS \Server\user folder to EMSN shared folder before starting the migration. Ensure that you start migration with local account that has local administrator and product administrator privileges. For ESIS-based migration (where ESIS is accessed over a network) ensure the following: The network link speed on the node being migrated must match the link speed on the switch to which the node is connected (link speed is 100Mbps full duplex for an FTE-based network). You must add EMSN path to the IE trusted site if you are migrating from ESIS network. Ensure that the login account for ESIS node and the node that is migrated is same. Getting oriented with Status Display 53

54 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM The Status Display is the page displayed during installation of Experion. The following is an illustration of the Status Display page (image shown below is for reference only). The Status Display page consists of the following elements. Task pane: The Task pane displays the list of tasks in the sequence in which they are performed. The tasks can be classified based on user interaction requirements as following: Automated tasks - do not require any user intervention. Tasks requiring user intervention before the task - indicated with a blue background and an asterisk before the task title. Usually occurs before a media swap step. Tasks requiring user intervention after the task - indicated with a blue background and an asterisk after the task title. Usually occurs at the end of the installation or at the end of Phase 1 of migration to indicate that you must click a button (Yes/No/Cancel) after completing the task. Data pane: The Data pane consists of the following sections. Current step section - displays the time details of the task in-progress. Overall progress section - displays the time details of the tasks that have been performed. Next user interaction section - displays the approximate time when the next user interaction is required. If you are multitasking, this would help you plan your tasks. Message section - displays the details of what action is required for the next user interaction. The time details displayed, such as, the time remaining for the current task in progress, the overall installation time remaining, and the time when the next user interaction is required, are all approximate values. The results may vary. Understanding Custom installation path Starting Experion R410, installation is supported on custom installation path. This feature is introduced to allow control on the path where Experion is installed and the location where the runtime files and SQL logs are stored. 54

55 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM Before you choose custom installation paths for Experion, verify that there are no interoperability issues with any non-experion applications/packages that depend on the path where Experion software, runtime files or SQL logs are stored. All nodes in the cluster must use the same custom installation path. You can select the custom installation path for the following components. Experion software: This consists of deliverable that are part of Experion installer and third-party software. Experion runtime data: This consists of all the files and folders available at C:\ProgramData\Honeywell\ path for the Experion release and the Experion SQL databases. Following files belong to this category. Runtime data Experion created SQL data files Experion SQL logs: This consists of SQL database log files generated during installation. The custom installation path is appended to <>Vendor\Product Name<>. For example, Honeywell Experion features is <Component> Honeywell\Experion PKS\(Function-specific path) where, <Component> is user selected software path/runtime data path/sql logs path. The custom installation path option is not supported for the following components. These components are installed in the default path. Component Shared software across different Honeywell products Shared software across different vendors Default path % CommonProgramFiles %\Honeywell\ % CommonProgramFiles% The following table describes the default path and custom installation path format for the components that support custom installation paths. Component Default path Custom installation path Experion software Experion runtime data Experion SQL logs C:\Program Files (x86)\honeywell C:\ProgramData \Honeywell C:\ProgramData \Honeywell %User selected path% \Honeywell %User selected path% \Honeywell %User selected path% \Honeywell Considerations for custom installation paths Ensure that you adhere to the following guidelines for choosing the custom installation path. All nodes in the cluster must use the same custom installation paths. Custom installation paths can not be changed post installation. Experion software, Experion runtime data, and Experion SQL logs must have different directory and subdirectory custom installation paths. The Experion SQL logs custom path can be a subdirectory of the Experion runtime data custom path. However, the Experion runtime data custom path cannot be a subdirectory of the Experion SQL logs custom path. The Experion Software path cannot be a subdirectory of Experion SQL logs path or vice-versa. On a 64-bit platform, the custom installation path for Experion software can be C:\ProgramFiles or a subdirectory of C:\ProgramFiles. However, the software is placed in the C:\ProgramFiles(x86) path. The custom installation path must not begin with the following paths. C:\ProgramData (Experion software) 55

56 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM C:\Program Files (x86) and C:\Program Files (Experion runtime data and Experion SQL logs). C:\Program C:\Windows C:\Users C:\Documents and Settings The folder names within the path supports space ( ), hyphen (-) and underscore (_) special characters. While specifying the custom installation paths in the Dialog Manager, any space entered before or after the custom installation path is automatically removed. Only the path C:\Program Files (x86), supports the use of opening and closing braces ( ). The exact representation of this path along with the space requirements is C:\Program<space>Files<space>(x86). No variant of this representation (missing space or a different drive - refer examples) and no other path allow opening and closing braces. Following are some examples of paths that do NOT allow braces. C:\Test (custom install path) C:\Test<space> (custom install path) C:\Program Files(x86) D:\Program Files<space>(x86) You must enter only a single letter for the drive/path. For example, D:. The maximum path length of the custom installation path folder is 50 characters. If the specified drive/path does not exist, an appropriate error message appears, and you can modify the drive name. Ensure that the Microsoft Windows 7 Professional (64-bit) and Microsoft Windows Server 2008 R2 Standard operating system is installed on the C: drive. Custom installation path is supported on local drives only. It does not support network drives or removable drives. If optional features are already installed on your system, ensure that you provide the same path for Experion installation. Local drive(s) selected for the custom installation path(s) must not be compressed. The Experion files and folders created within the custom installation path folder have Experion specific security permissions assigned to them. This is to ensure that others users, apart from the System Administrator do not access or modify the content within these folders. For example, if D:\Experion\Programs, D:\Experion\Data, and D:\Experion\SQLLogs are the custom installation paths for Experion software, Experion runtime data, and Experion SQL logs respectively, the Experion security is specified on the following directories. D:\Experion\Programs\Honeywell D:\Experion\Data\Honeywell D:\Experion\SQLLogs\Experion PKS\Honeywell Hence, the Honeywell folder within D:\Experion\Programs, D:\Experion\Data, and D:\Experion \SQLLogs paths is assigned Experion specific security permissions. Additionally, ensure that you do not have other data in this path. Ensure that you provide required access permissions to the custom installation path folders. The Experion software custom path must have the access permissions as Program Files (x86) folder. The Experion runtime and Experion SQL log custom paths must have the access permission ProgramData folder. 56

57 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM Though the custom installation path is configured for Experion TPS nodes for migrating from R400.x, R410.x, R430.x, and R431.x to R432.x, the GUS display files ( *.pct) and emulated disk files ( *.lcn) are located in their original locations. After migration is complete, to change the display path, perform the following procedure. 1. Log on to Console with Product Administrator privileges. 2. Copy the GUS display to the desired folder. 3. Choose Start > Honeywell Experion tools > All Honeywell tools > Configuration utilities. The Configuration utilities dialog box appears. 4. In the Configure menu, select the GUS Display Runtime Settings. The GUS Display Runtime Settings dialog box appears. 5. Enter the path in the Display Search Path Extension. 6. Click OK. The following table describes the list of Honeywell folders/files that do not support the custom installation path. Media/package Installation path Comments Init Media folder Shared Software ErrLog1.txt Crystal Report merge module folders C:\ProgramData\Honeywell \Install\Init Media\ C:\Program Files(x86)\Common C:\ProgramData\Honeywell \Experion PKS\ErrLog_1.txt C:\css C:\html C:\images C:\jss C:\prompting This folder is created by Experion PKS System Initialization media, and is used for maintaining logs and configuration files. These files are only created during install time, not accessed during runtime. Common files shared across the software. Refer to the ErrLog(s) maintained at the custom installation path location. These folders are created for Crystal reports during runtime. The following list describes the third-party packages that do not support custom installation paths. Adobe Reader Microsoft.NET Framework 4.5 Client Profile Microsoft.NET Framework 4.5 Extended Microsoft.NET Framework 4.5 Multi-Targeting Pack Microsoft Silverlight Microsoft SQL Server (Note: SQL databases and logs support custom installation paths) Microsoft SQL Server Compact 4.0 SP1(Note: SQL databases and logs support custom installation paths) Microsoft Visual C++ Redistributable Microsoft Visual C++ x86 Redistribuatable Microsoft Visual Studio 2012 Professional Microsoft Visual Studio 2012 Remote Debugger Microsoft Visual Studio 2012 Service Pack 1 Redhat (Redhat GNU C++ compiler for CAB) 57

58 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM RSLinx Classic Sentinel Protection Installer SYCON.net Honeywell EPKS Internet Explorer 11 Microsoft.Net Framework SQL XML 4.0 SP1 To start the migration application for ESIS-based migrations from a USB drive 1 Insert the USB pen drive or removable hard drive into the system. 2 Browse to the ESIS repository location in the USB pen drive/removable hard drive. 3 Double-click setup.exe at the root of the ESIS repository path. 4 On the ESIS Welcome screen, select Product Migration, if not already selected. To start the migration application for ESIS-based migrations from a network share 1 To connect to the ESIS repository, type \\<ESISServer IP>\<ShareName> in the Windows Run dialog box (choose Start > Run). 2 Press ENTER. 3 If prompted for Windows credentials, perform the following: a b c Type the <Domain Name>\User name and Password if you belong to a domain and if you have access permissions. Type the<esisserver IP>\User name and Password if you belong to a workgroup and if you have access permissions. Clear the Remember Password check box. Ensure that you have same login (either domain or workgroup) for both ESIS and the migrating nodes. If you enter incorrect credentials, an error occurs after the first reboot of Experion installation or migration. Then, you have to enter the correct credentials to connect to the ESIS share. 4 Double-click the setup.exe at the root of the \<ShareName>. 5 If prompted for user account control, click Allow. 6 If you are prompted for the Windows credentials, perform the following: a b c Type the <Domain Name>\User name and Password if you belong to a domain and if you have access permissions. Type the <ESISServer IP>\User name and Password if you belong to a domain and if you have access permissions. Clear the Remember Password check box. 7 On the Welcome to ESIS Tool screen, select Product Migration, if not already selected. 58

59 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM 8 Type the appropriate User name and Password. If you belong to domain, type <Domain name>\user name and Password. If you do not belong to domain, <ESISServer IP>\User name and Password. 9 Click Next. The Welcome to the Honeywell Experion PKS R4xx.x Migration Setup Wizard is displayed. 59

60 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM To start the migration application from a DVD 1 Insert the Experion PKS Installation media into the DVD drive. 2 If the Honeywell Experion PKS Installer screen does not appear, using Windows Explorer go to the browser folder on the Experion PKS Installation media and double-click on the cdbrowse.exe file. 3 On the Honeywell Experion PKS Installer screen, click Install/Migrate Experion PKS to begin the migration. The Welcome to the Honeywell Experion PKS R4xx.x Migration Setup Wizard is displayed. 4 Close the Honeywell Experion PKS Installer screen. To continue with the migration application 1 Click Next. The License Agreement page is displayed. 2 Read the License Agreement and then click I accept the terms in the License agreement. 60

61 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM 3 Click Next. The Setup type of Node to migrate page is displayed. 61

62 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM 4 Click Yes, if you want to use the process control components after migration. 5 Click No, if you do not want to use the process control components after migration. 62

63 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM 6 Click Next. The User and License Information page is displayed. 7 For Experion servers only: Type the Experion System Software details. If you want to install any licensed TPS components, click Yes and then type the TPS Components License details and then click Next. The Existing Packages Details page is displayed. 8 For Experion servers only: Click Browse and locate the Experion System Software license file. If you want to install any licensed TPS components, click Yes and then type the TPS Components License details and then click Next. The Existing Packages Details page is displayed. 63

64 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM 9 For Experion station only: Select Install Custom Algorithm Block (CAB) Developer (Visual Studio) only if you want to develop CAB blocks from scratch using Control Builder and Visual Studio software. 10 For Experion station only: If you want install PMD HMI extenstion features, then select PMD HMI Extension features?. 11 Click Next. The Experion Migration Storage Node and Advanced Migration Options page is displayed. 64

65 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM a b c If you select Platform Hardware Change, by default Operating System Re-installation option is selected. If you select Operating System Re-installation only Operating System Re-installation option is selected. Verify the Select Drive to connect Network Folder list. In the Network Folder text box, click Browse and locate the EMSN node and the shared folder (for example, \\<IP address>\emsn>) or type the full path to the EMSN shared folder, in the format as per the following options. For Workgroup: \\<IP_address_of_EMSN_node>\<EMSN_shared_folder> For Domain: \\< Domain Name >\<EMSN_shared_folder> If you want to select EMSN folder from USB drive, click Browse and locate the EMSN folder. The User Name and Password options are disabled, if you select EMSN folder from USB drive. Type the User Name and Password to connect to the shared folder. If you have created a user account on the Windows domain for this purpose, type this user account and password. Otherwise, type the user name and password of an account with administrative privileges on the EMSN node. 12 After entering the information in the Experion Migration Storage Node information section, click Next. 13 If the following message is displayed after the EMSN information is validated, click OK to overwrite the existing data or click Cancel to re-enter the EMSN information. 65

66 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM 14 Click Next. The Security Password Entry page is displayed. Security Password shall be used to protect the secured data (Example: Windows User Accounts password) during the installation and will be discarded after completing the installation. 15 Type the Password and Confirm Password. 16 Click Next. The Installation Path Selection page is displayed. 66

67 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM For custom installation path, click Change and provide appropriate custom installation path. For all node types, you can select the custom installation paths for the following components. Experion PKS Software Experion PKS Runtime Data Experion PKS SQL Logs The Experion PKS SQL Logs path is not applicable for Console (ES-C), Console station TPN connected (ES- T), Console Extension station (ESC-E), Flex station (ES-F), and Collaboration Station nodes. The Experion PKS Software, Experion PKS Runtime Data, and Experion PKS SQL logs can be placed on any hard drive in the system. However, the default path for Experion PKS Software and Experion PKS Runtime Data is <Custom Install Path selected drive>\<custom Install Path selected folder(s) \Honeywell. The path for Experion PKS SQL logs is \Honeywell\Experion PKS and you cannot change this path. For more information, refer to the Custom installation path section in scenario-specific migration guide and site-specific migration guide. 17 Click Next. The Experion Network Selection page is displayed with the network combinations as described in the following table. The network combinations depend on the node type. 67

68 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM Experion product node type Server (ESV) FTE Experion Process network options ControlNet(PCIC) ControlNet (Ethernet) Ethernet Server TPN Connected (ESVT) FTE Ethernet Server Client or Supervisory network options FTE Ethernet eserver None FTE Application Control Environment (ACE) Application Control Environment TPN Connected (ACE-T) Simulation Control Environment (SCE) FTE ControlNet(PCIC) No communication is required with controllers FTE No communication is required with controllers FTE Console Station (ES-C) FTE Console Station TPN Connected (ES-T) ControlNet(PCIC) No communication is required with controllers Ethernet FTE Ethernet Auxiliary network options RSLinx FTE RSLinx Ethernet FTE Ethernet FTE Ethernet FTE Ethernet Console Extension Station (ES-CE) None FTE LCNP4 K4LCN (with ETNI) None RSLinx LCNP4 K4LCN (with ETNI) RSLinx FTE None FTE LCNP4 Ethernet Flex Station None FTE Ethernet App Node(E-App) None FTE Ethernet Application Server (EAS) None FTE Ethernet K4LCN (with ETNI) None None LCNP4 K4LCN (with ETNI) None RSLinx option is applicable only if PCIC card is available on your system. RSLinx must be installed manually after completion of Experion migration. For more information, refer to Installing and restoring RSLinx Classic settings procedure. If you are planning for ETN migration, select K4LCN (with ETNI) option. Otherwise, select LCNP4 option. Tip During migration, you cannot change the Experion network selection. 18 Click Next to accept the Experion network selection. The FTE Bootp and NTP IP Address Configuration page is displayed. 68

69 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM 19 This step is applicable only for servers. Verify the IP address configurations for FTE Bootp and NTP and click Click Next. The Feature and Options Selection page is displayed. 69

70 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM If you have selected the license with PMD enabled then you will have PMD HMI extension feature option available in Features and Options Selection. 70

71 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM 20 Click Next to continue. 21 This step is for ACE, SCE, EHG, and console only. Verify the Server Name and click Next. 71

72 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM To proceed with system information collection 1 The Experion Accounts Password Entry page is displayed. 72

73 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM For client nodes: For server nodes: You must assign the same LocalComServer password for the entire cluster. Record and store default LocalComServer password. If you have changed the password before starting migration, enter the assigned password. If you have not changed the password, use default password as the LocalComServer password. You must assign the same LocalComServer password for the entire cluster. 2 Provide the MNGR Account, LocalComServer, Experion SQL Agent Account, Experion SQL Account, and Secure Communications Password passwords for all the accounts that were recorded before starting the migration and click Next. If the password provided do not comply with the strong password criteria, the following message is displayed. 73

74 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM 3 If you click Cancel to modify the password, migration is canceled. If want to continue with the weak password, click OK. The Summary page is displayed. Installation settings will be displayed as per the network selections. 74

75 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM The following image illustrates the Summary page of ControlNet-based systems. 75

76 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM 4 Verify the Experion PKS Software Installation Settings and click Install. The operating system configuration is evaluated and the Platform Configuration page is displayed. 76

77 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM Tip If platform hardware change is not selected from the Experion Migration Storage Node and Advanced Migration Options page, the Select Platform option is disabled. 5 Select the appropriate options and click Next. The Operating System Configuration page is displayed. After the installation, Experion PKS System Initialization media creates a user account with System Administrator privileges and disables the built-in Administrator account. After installation, other user accounts for the system must be created at the site, or inherited from the domain to which the machine is added. Starting R400.1, only accounts assigned to the Honeywell-created role groups have Experion user privileges. 6 Review the information. You may need to enter additional information such as the Accounts and Passwords details. Computer Name can have only 0-9, a-z, A-Z, and - as allowed characters. It must not contain ONLY numbers, space, and special characters (` # $ % ^ & * () = + _ {} [] \ ; :., < >, /?). Company Name must not contain the underscore (_) special character. Workgroup Name must not contain space, and special characters (* = + [] \ ; :, < > /?). User Account Name must be a maximum of 20 characters in length. For more information on OS activation, refer to Honeywell Process Solutions operating system reinstallation section in latest Experion PKS System Initialization Media Software Change Notice. Do not enter ampersand (&) in the Company Name and Customer Name fields. 77

78 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM You must not use Administrator or Mngr as User Name. The user account created in Operating System Configuration dialog box is Windows Administrator account. This user account must not be used for any Experion application after completing the migration. 7 Click Next The Network and Input/Output Information page is displayed. The following image illustrates the Network and Input/Output Device Information page of ControlNetbased systems. 8 Verify the network configuration and input/output device configuration details. For single or dual ethernet supervisory network, select the Network Link Speed as 100 mbps Full Duplex or Auto Negotiate based on switch configuration. 9 If you have installed RPS hardware on your system, then while performing Experion migration, ensure to select RPS Available check box in Honeywell Experion PKS System Initialization - Dialog Manager page. Once the checkbox is selected, you cannot select the items from Monitor Arrangement and Monitor Resolution list. Click Next.This step is not applicable for virtualized environment. The Confirmation page is displayed. 78

79 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM 10 Click Save Config Files to save the configuration files. The Browse for Folder dialog box is displayed. Do not save the file on the drive where you want to install Windows operating system. 11 Select the path to save the configuration files and click OK. You can save multiple configuration files for different nodes under different folders. You can save the configuration files on a floppy drive, USB device or a local disk. The floppy drive or USB device containing the configuration files must be connected to the computer being migrated till the migration completes. You must verify if the proper hardware drivers and BIOS are installed on your computer. You cannot use a floppy drive to save the configuration files in the following scenarios. If the system you are migrating does not have a floppy drive. If the new hardware (the one replacing the existing system) does not have a floppy drive. The name of the folder which contains the configuration files must not have any single quote ('). 12 A confirmation dialog box appears, click OK. 13 Click Finish. After Phase I migration is completed successfully, click OK and insert Experion PKS System Initialization media on the platform and boot from media. Tip The following page may vary depending on the node type. 79

80 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM 80

81 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM 14 Click OK. In case of platform hardware change, shutdown and replace the existing machine with the target machine and make all the required physical connections. You are migrating Experion system with OS re-installation and no platform change using custom installation path, then ensure to perform the following: After the Phase 1 migration, when prompted for Experion PKS System Initialization media, click OK and then manually delete all the custom installation paths other than C drive after stopping all the Experion services from Experion PKS Services Control Panel. If you do not have any important data required in the drive, it is recommended to do a format of that drive. 15 Shutdown the system, if you are planning for platform change. If you plan to perform a migration with a platform hardware change, disconnect it from the network. The new hardware is pre-installed with the operating system required for R4xx.x and perform Setting up a user account procedure and the subsequent tasks. 16 Shutdown the virtual machine, if you are planning for platform change. If you plan to perform a migration with a platform hardware change, disconnect it from the network. The new hardware is pre-installed with the operating system required for R4xx.x and perform Setting up a user account procedure and the subsequent tasks. 81

82 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM 4.1 Installing the operating system using Experion PKS System Initialization media Honeywell-qualified platforms contain configurations and hardware components that are specific to the Honeywell configuration. For list of supported platforms, refer to the latest Experion PKS System Initialization media Software Change Notice. For information about software/hardware/firmware compatibility refer to the latest Experion Software Change Notice. Similar models purchased directly from some other manufacturer may not contain the same qualified hardware. To install operating system on hardware not purchased from Honeywell, use the Original Equipment Manufacturer (OEM) media. Prerequisites Experion PKS System Initialization media Experion PKS System Initialization Updates media The Operating System Certificate of Authenticity, which contains Product Identification number Windows Server 2016 HPS OS reinstallation media For Microsoft Windows 10 (64-bit): Windows 10 (64-bit) HPS OS reinstallation media Experion PKS System Initialization media facilitates the installation by installing the platform-specific drivers, updates, and post-installation configuration for Experion system. The Experion PKS System Initialization media does not contain operating system software. Experion PKS System Initialization media prompts the user to insert the Windows operating system media. Refer to the latest Experion PKS System Initialization SCN for OS compatibility. During Experion PKS System Initialization media installation, the Experion software is installed and it prompts you to install the following media. Experion PKS Installation media Experion PKS Support Software media The latest point release Experion Support Software is available as an ISO image on Honeywell Process Solutions website ( Use the ISO image content to create a DVD/media for installing the latest Experion point release. For extracting contents to a media, use ISO extraction software. For example, you can use Virtual Clone Drive software for extracting the contents to a media. Microsoft Visual Studio for CAB Developer media. (optional, required only if CAB is selected). Experion Support and Maintenance media Microsoft SQL Server 2012 SP3 media Experion PKS with PMD controller media (optional) Tip RAID and BIOS firmwares are updated during installation using Experion PKS System Initialization media. To start an operating system installation using Experion PKS System Initialization media 1 Restart the system. 2 Follow the procedure for RAID configuration. 82

83 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM RAID configuration procedure for PowerEdge 2900 and 2950 server is separate from that for 2850 server. Refer to the correct procedure for your Dell platform. Review the information on the page, and if necessary perform the steps on the target platform to initialize the RAID configuration before starting the installation. 3 For Dell Precision workstations with RAID controllers, perform the following steps to create virtual disks. a b c d e f g h CAUTION These steps can only be performed when the host machine contains at least 2 hard drives and does not contain a virtual disk. Any data currently on the hard drives is lost when performing these steps. Turn on the system. During host system boot-up, press<f2> to enter System Setup and choose Drives > SATA Operation and set it to RAID On. Accept the confirmation dialog box and Exit from System Setup. Reboot the machine and press <Ctrl>,<l>, when prompted. The Intel (R) Matrix Storage Manager screen is displayed. Use the drop-down arrow key to highlight the options. Select option 1 -Create RAID Volume. Press ENTER to display the Create Volume menu. Select the RAID level, set it to RAID1 (Mirror) using the up/down arrow keys and press ENTER. Leave defaults for the other options. Select Create Volume and press ENTER. Press Y to confirm the volume creation. Select Exit and answer the configuration dialog to reboot the machine. 4 For Workstations: a b c Click the Device connections. Click the Multi-Monitor setup instructions and connect the monitors as described. Click the Keyboard/Touchscreen Setup and connect the keyboards and/or touchscreens as described. 5 Restart the system. 6 As per the node type, follow the appropriate steps as explained in the following table. Not applicable for Dell Precision Workstation 490, T3400, T3500, T5400 and T5500. Not applicable for Dell PowerEdge Server SC1430, 2900, Option Server Platforms Description Enable Logical Processors. PowerEdge Servers 1. Highlight CPU Information and press ENTER. 2. Highlight Logical Processor, set it to Enabled, and press ENTER. Workstation Platforms Enable Hyper Threading. 7 If the target platform is using FTE through add-on Dual Port NIC, disable the on-board NIC in BIOS as explained in the following table. Not applicable for Dell PowerEdge 2850 server. Option For R710 Servers Description Disable the third and fourth NIC in BIOS. PowerEdge Servers 1. Highlight Integrated Devices and press ENTER 2. Highlight Embedded xxxx NIC, set it to Disabled and press ENTER 83

84 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM Option Description Dell Precision Workstation Expand Onboard devices. 2. Highlight Integrated NIC and press ENTER. 3. Highlight Off and press ENTER. Dell Precision Workstation T Expand System Configuration. 2. Select Integrated NIC. 3. Click Disable. 4. Click Apply and then Exit. Tip For Workstations supporting three or four displays, it may be necessary to change the BIOS for the primary Video controller from PEG to PCI. 8 For all Dell platforms, supporting three or four displays: a b Press ESC. Select Save Changes and Exit and then press ENTER. 9 Exit BIOS. Ensure that the Onboard or USB CD-ROM Drive is listed at the top of the boot sequence. If you have Honeywell Remote Peripheral Solution (RPS) Extio 1 (TP-RPSF01), Extio 2 (TP-RPSF02), and Wyse R10L RPS installed on your Flex or Console station and are performing a platform hardware change during migration, transfer the RPS Extio 1 (TP-RPSF01)/Extio 2 (TP-RPSF02), and Wyse R10L RPS hardware to the new platform. For the BIOS settings (Configuring the video option and disabling the on-board audio controller) and video card installation, refer to the appropriate Experion R432.x RPS Migration Guide for Extio 1 (Or) Experion R432.x RPS Migration Guide for Extio 2 available on the Honeywell Process Solutions website. For more information on Wyse R10L RPS, refer to the Wyse R10L Remote Peripheral Solution Installation Instructions guide. To complete the operating system installation 1 Ensure that the floppy drive or USB device containing the configuration files is connected to the computer being migrated. In case of platform hardware change, insert the floppy drive or USB device containing the configuration files in the target machine. 2 Insert the Experion PKS System Initialization media. Format the drives that are not formatted (raw partitions) before using Experion PKS System Initialization media. In case of platform hardware change, turn on the target machine and boot from the Experion PKS System Initialization media. 3 Restart the system and press any key to boot using Experion PKS System Initialization media. When the system boots from Experion PKS System Initialization media, WinPE is loaded onto the target machine and the Welcome to Experion PKS System Initialization Pre-Install Utility screen is displayed. 84

85 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM On a machine where Dual Ethernet topology is present, when you select the ESIS from network drive option, the error could not find the network path is displayed. This is because, the Experion PKS System Initialization PreInstall utility assigns the IP address for NIC interface where ESIS is not present and tries to access ESIS using that IP address. To avoid this error, remove the cable of NIC interface where ESIS is not present and then boot using the Experion PKS System Initialization media. Delete the previous releases custom installation path other than C drive and proceed with migration. This avoids migration failure in custom installation path. 4 Browse to the configuration files and select InitMediaOptions.xml file. Click Open. Experion PKS System Initialization PreInstall utility loads the configuration information from InitMediaOptions.xml files. Experion PKS System Initialization media does not allow you to select the hard disk partitions (drive path) based on your custom installation path selection. You can select Use Drive C if you want to format only C drive and install OS on this drive. In this case, the data on the other partitions is retained. Select this option only if the system is having more than one partition and no raw partitions. You can either select Use Drive C or provide the number of partitions required. However, the minimum primary partition size is 60 GB. Therefore, if the disk space is less than 60 GB, then only one partition is possible. The Experion system must have minimum of 60 GB hard disk space in C drive for the Experion PKS System Initialization media to install the following: Operating system Operating system updates Drivers Using the following method, calculate the minimum free hard disk space required for the operating system installation: 55 GB (operating system + base Experion) + GB RAM size x 1.5 (page file) + GB RAM size x 1.5 (dump file). If the calculated value is greater than 60 GB, then 60 GB is the minimum free hard disk space required. For example, in a system with 4 GB RAM, the minimum free hard disk space required for the operating system installation is 67GB (55 + 4* *1.5). Hence, 67 GB is the minimum free hard disk space required for operating system installation. If the calculated value is lesser than 60 GB, then the calculated value is the minimum free hard disk space required. Hence, 60 GB is the minimum free hard disk space required for operating system installation. 5 Click Next. 6 In the Configuration details section, enter configuration details for hard disk in the Disk Configuration section. DVD ESIS from network For ESIS from network, enter the ESIS path, <ESIS server IP address\ user name>, and password. ESIS from USB For ESIS-based installation using USB, browse to the ESIS repository folder. Virtual hard disk 7 If using ESIS from network, click Static option and in the Network Configuration for local machine section enter the following details. Ensure that you enter the IP address as recorded in the Recording Windows network configuration settings Recording Windows network configuration settings on page 14 task of Pre-migration tasks chapter. IP Subnet Mask 85

86 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM Default Gateway Perform the following workaround if, the size of the primary partition (C drive) was less than 60 GB. the secondary partition is not used the Experion PKS System Initialization media is not used for installing Windows 7 operating system during migration from R3xx to R4xx. 1. Select the space of the extended partition which is not allocated. 2. Click New and then click Apply. The extended partition is converted to a logical partition. 3. Select the logical partition and click Delete. 4. To acknowledge the caution message, click OK. 5. Select the primary / system partition and click Delete. 6. To acknowledge the caution message, click OK. 7. Select the space which is not allocated and click New. 8. Enter the size to be greater than 60 GB and click Apply. 9. To acknowledge the attention message, click OK. 10. Select the primary partition and click Format. 11. To acknowledge the caution message, click OK. 12. Click Next and continue the installation. 8 Click Next. The Notice Of Licensed Software is displayed. 9 Click I accept the terms in the license agreement option. 10 Click Install. An error message appears after the first reboot, indicating an error occurred while trying to connect to ESIS and prompts for credentials to ESIS path. 1. Type Username and Password to connect to the ESIS share. 2. Click OK to proceed with the installation. 11 If using ESIS, remove the Experion PKS System Initialization media from the node being migrated. The following steps are not applicable if you are using ESIS for migration. 12 If using DVD, insert the appropriate operating system DVD. a When the following message is displayed, insert the Experion PKS System Initialization media and click OK. Several reboots may happen and the computer starts automatically in case of installation from DVD. 86

87 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM If you are using ESIS and if a drive letter mismatch occurs, then cancel the migration and perform the following procedure. If you install the operating system on an additional hard disk drive connected to your system, the drive letter specified is reset automatically during operating system installation. You can change the drive letter, by performing the following steps. 1. Right-click on the Computer icon on the desktop and choose Manage. b Click OK. The Computer Management window is displayed. 2. In the left pane of the Computer Management window, select Computer Management (Local) > Storage >Disk Management. The disk partitions in the system are displayed in the right pane. 3. Right-click the disk partition of which you want to change the drive letter and select Change Drive Letter and Paths. 4. In the Change Drive Letter and Paths dialog box, click Change. 5. Select the drive letter from the list and click OK. If any failure occurs during starting of Experion PKS System Initialization media, refer Troubleshooting migration on page 281Troubleshooting section. c When the following message is displayed, do not insert the Experion Installation media. Do not acknowledge or close the message. You must perform the procedure Setting the binding order and LAN metric and then follow the instructions provided by this message. 87

88 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM 4.2 Completing the Experion node migration The following procedure is applicable only for DVD-based migration. To continue with the Experion migration 1 Insert the Experion PKS Installation media. The Experion installation starts with the following dialog box. 2 Insert the Experion PKS System Initialization Updates media. 3 Insert the Microsoft SQL Server media. After SQL installation is complete, you are prompted for the Experion PKS Installation media. 4 If you are not using ESIS, you are prompted to insert the Experion Support and Maintenance media. After ESM installation is complete, you are prompted for the Experion PKS Installation media. 5 Insert the Microsoft Visual Studio 2012 SP1 CAB Developer media. After CAB installation is complete, you are prompted for the Experion PKS with PMD controller media. 6 You are prompted for Experion PKS with PMD controller media, only if you have selected PMD as an optional feature. 7 If you are not using ESIS, the message The Support software DVD is required to continue the install. Insert the Support software DVD into drive (source drive letter) and click Yes to continue or Press No to terminate is displayed. 8 Insert the Experion PKS Support Software media. 9 After the system installation is complete, click Yes to restart the system. 10 Logon to the node with the same user account details entered in Operating System Configuration page. 11 If using the ESIS for migration, remove network drive mapping. Do not open Configuration Studio from cluster nodes before attaining dual primary state. 88

89 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM 4.3 Verifying the NIC adapter settings Verify that the NIC adapters have the same speed and duplex as on the switch used for network connection. This is typically 100 Mbps full duplex. If they are not set, set them to 100 Mbps full duplex. Migration can fail because of the mismatch of the link speed and duplex settings between NIC adapters and switch ports. 89

90 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM 4.4 Add a node to a Windows domain If you require your computer to be added to a Windows domain, perform the following procedure. Prerequisites You must have a Windows domain controller installed and operational. You must have an operational DNS server. The node being added should have DNS. To add a node to a Windows domain 1 Click Change Settings. The System Properties dialog box is displayed. 2 On the Computer Name tab, click Change. The Computer Name Changes dialog box is displayed. 3 Click the Domain option button, and then type the name of the domain. 4 If prompted, type the user name and the password of the domain administrator account, and then click OK. The computer registers with the domain. This may take several seconds. 5 Click OK to acknowledge the message, and then restart the computer. 6 Log on to the computer using a Windows account with local administrator rights. 90

91 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM 4.5 Run Link Domain Groups If the node is a member of a domain in which Experion High Security Policy is installed, perform the following procedure. Prerequisites Log on using an account with local Windows or Domain administrator credentials. If you are not using administrator credentials, you are prompted for administrator credentials. To run Link Domain Groups 1 Update the Experion High Security policy on the domain controller. To Update Experion High Security policy, refer to Installing the Domain Controller package Installing the domain controller package. Return to this procedure after completing the domain controller installation and continue with the next step. Ensure that the domain controller package is installed on domain controller before running the link domain on the migrated nodes. 2 Select Run as administrator. If User Account Control dialog box is displayed, enter the credentials for the account which has Administrator privileges. The Link Domain Groups dialog box is displayed. 3 Select the Details check box if any errors are indicated. 4 Click OK. 91

92 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM 5 Restart the system. 92

93 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM 4.6 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. 93

94 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM 4.7 Changing the time zone The server time and time zone settings must remain consistent during migration. However, it may be necessary to reset the time zone settings during some migration scenarios because of the recent global time zone adjustments. After migration, verify the time zone settings on the server and client nodes to ensure that they are the same and set the time zone if necessary. This must be performed before server synchronization for the dual primary state and reestablishing server redundancy. To change the time zone 1 Click the time and date displayed in the taskbar. 2 Click Change date and time settings. The Date and Time dialog box is displayed. 3 Click Change time zone. 4 Select the correct Time zone and click OK. 5 Click Apply and then click OK. Do not change the time zone settings during migration Migrating Honeywell Remote Peripheral Solution If you have Honeywell Remote Peripheral Solution (RPS) Extio 1 (TP-RPSF01) and Extio 2 (TP-RPSF02) installed on your Flex or Console stations, you must configure the displays. To configure the displays, refer to the appropriate Experion R432.x RPS Migration Guide for Extio 1 (Or) Experion R432.x RPS Migration Guide for Extio 2. For more information on Wyse R10L RPS, refer Wyse R10L Remote Peripheral Solution Installation Instructions Guide. 94

95 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM 4.8 Return to the task that brought you here You must return to the Choosing the migration method task in the node migration chapter that brought you to this chapter and continue with the remaining tasks. 95

96 4 MIGRATING AN EXPERION NODE ACE, OR SCE)AND INSTALLING THE OPERATING SYSTEM 96

97 5 Migrating an Experion node ACE, or SCE) with a platform hardware change This topic describes how to migrate an Experion node and perform a platform hardware change. You must install the operating system if you are performing the following: Changing the platform hardware. Migrating to an Experion release that requires an operating system upgrade. If you want to reinstall the existing operating system. If you need to stop the migration application during this migration procedure, you can restart the application from the point where it stopped. Refer to the Restarting the Install Sequencer section. Prerequisites You have read the Experion Software Change Notice (SCN) These books contain last-minute information that was not included in the standard documents. You must read them to find out whether they contain any migration-related information that is applicable to the system you are migrating. You have the required Experion PKS Installation media. You have the required Experion PKS System Initialization media. You have the required Experion PKS Support Software media The latest point release Experion Support Software is available as an ISO image on Honeywell Process Solutions website ( Use the ISO image content to create a DVD/media for installing the latest Experion point release. For extracting contents to a media, use ISO extraction software. For example, you can use Virtual Clone Drive software for extracting the contents to a media. You have the Operating System Certificate of Authenticity, which contains Product Identification number. The Experion node meets the hardware requirements to support this Experion release. For more information, refer the Software/Hardware/Firmware Compatibility section in the Software Change Notice (SCN). If you are using the Experion Software Installation Server (ESIS) to perform migration, ensure that you have properly created the ESIS share. Some Honeywell and third-party applications and programs that are not integrated with the Experion PKS Installation media are not migrated forward. You must follow the instructions during the migration procedure and perform the migration of the applications manually. When prompted, ensure to type the same mngr password that was used at the beginning of the migration checklist. The new platform hardware must be of equivalent performance or better than the existing platform, and meet the hardware requirements for servers or clients. For example, memory capacity, the number of CPUs, and disk performance must equal or exceed the performance of the existing platform. 97

98 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE When you are planning to perform a platform hardware change while migrating Experion, you must use the appropriate operating system installation media to install the operating system on the new platform. For more information on the media and platform compatibility, refer to the latest Experion PKS System Initialization Software Change Notice (SCN). The number of network interface ports in the new platform must equal the number installed in the existing platform. The new platform must contain the same FTE configuration (qualified NICs) as the existing platform. Equivalent NIC hardware upgrade is supported. For example, a NIC with an Intel Pro/100 S dual Port can be upgraded to a NIC with an Intel Pro/1000 M Dual Port. You do not require any switch connection change when performing a migration with a platform hardware change. You can plug in the existing cables into the NIC port on the new platform hardware using the hardware configuration rules. Do not change the IP addresses. The IP Address configuration must remain the same when upgrading to new platform hardware. Do not change the computer name. The computer name must remain the same when upgrading to new platform hardware. All third-party interface cards must be transferred from the existing platform to the new platform. For example, RS-Linx, PCIC cards, Modbus cards, and so on. In the case where the interface card does not fit into the new platform card slot, an equivalent interface card that is compatible in the new platform card slot must be used. During platform hardware change migration if you change PCIC card with different serial number, then you must add the MAC address manually to avoid loss of view. Transfer the parallel or USB Dongle, (if equipped or required) to the new hardware platform. Ensure that you manually copy the custom reports located at C:\ProgramData\Honeywell\Experion PKS \Server\user folder to EMSN shared folder before starting the migration. Ensure that you start migration with local account that has local administrator and product administrator privileges. For ESIS-based migration (where ESIS is accessed over a network) ensure the following: The network link speed on the node being migrated must match the link speed on the switch to which the node is connected (link speed is 100Mbps full duplex for an FTE-based network). You must add EMSN path to the IE trusted site if you are migrating from ESIS network. Ensure that the login account for ESIS node and the node that is migrated is same. Getting oriented with Status Display The Status Display is the page displayed during installation of Experion. The following is an illustration of the Status Display page (image shown below is for reference only). 98

99 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE The Status Display page consists of the following elements. Task pane: The Task pane displays the list of tasks in the sequence in which they are performed. The tasks can be classified based on user interaction requirements as following: Automated tasks - do not require any user intervention. Tasks requiring user intervention before the task - indicated with a blue background and an asterisk before the task title. Usually occurs before a media swap step. Tasks requiring user intervention after the task - indicated with a blue background and an asterisk after the task title. Usually occurs at the end of the installation or at the end of Phase 1 of migration to indicate that you must click a button (Yes/No/Cancel) after completing the task. Data pane: The Data pane consists of the following sections. Current step section - displays the time details of the task in-progress. Overall progress section - displays the time details of the tasks that have been performed. Next user interaction section - displays the approximate time when the next user interaction is required. If you are multitasking, this would help you plan your tasks. Message section - displays the details of what action is required for the next user interaction. The time details displayed, such as, the time remaining for the current task in progress, the overall installation time remaining, and the time when the next user interaction is required, are all approximate values. The results may vary. Understanding Custom installation path Starting Experion R410, installation is supported on custom installation path. This feature is introduced to allow control on the path where Experion is installed and the location where the runtime files and SQL logs are stored. Before you choose custom installation paths for Experion, verify that there are no interoperability issues with any non-experion applications/packages that depend on the path where Experion software, runtime files or SQL logs are stored. All nodes in the cluster must use the same custom installation path. 99

100 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE You can select the custom installation path for the following components. Experion software: This consists of deliverable that are part of Experion installer and third-party software. Experion runtime data: This consists of all the files and folders available at C:\ProgramData\Honeywell\ path for the Experion release and the Experion SQL databases. Following files belong to this category. Runtime data Experion created SQL data files Experion SQL logs: This consists of SQL database log files generated during installation. The custom installation path is appended to <>Vendor\Product Name<>. For example, Honeywell Experion features is <Component> Honeywell\Experion PKS\(Function-specific path) where, <Component> is user selected software path/runtime data path/sql logs path. The custom installation path option is not supported for the following components. These components are installed in the default path. Component Shared software across different Honeywell products Shared software across different vendors Default path % CommonProgramFiles %\Honeywell\ % CommonProgramFiles% The following table describes the default path and custom installation path format for the components that support custom installation paths. Component Default path Custom installation path Experion software Experion runtime data Experion SQL logs C:\Program Files (x86)\honeywell C:\ProgramData \Honeywell C:\ProgramData \Honeywell %User selected path% \Honeywell %User selected path% \Honeywell %User selected path% \Honeywell Considerations for custom installation paths Ensure that you adhere to the following guidelines for choosing the custom installation path. All nodes in the cluster must use the same custom installation paths. Custom installation paths can not be changed post installation. Experion software, Experion runtime data, and Experion SQL logs must have different directory and subdirectory custom installation paths. The Experion SQL logs custom path can be a subdirectory of the Experion runtime data custom path. However, the Experion runtime data custom path cannot be a subdirectory of the Experion SQL logs custom path. The Experion Software path cannot be a subdirectory of Experion SQL logs path or vice-versa. On a 64-bit platform, the custom installation path for Experion software can be C:\ProgramFiles or a subdirectory of C:\ProgramFiles. However, the software is placed in the C:\ProgramFiles(x86) path. The custom installation path must not begin with the following paths. C:\ProgramData (Experion software) C:\Program Files (x86) and C:\Program Files (Experion runtime data and Experion SQL logs). C:\Program C:\Windows C:\Users C:\Documents and Settings 100

101 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE The folder names within the path supports space ( ), hyphen (-) and underscore (_) special characters. While specifying the custom installation paths in the Dialog Manager, any space entered before or after the custom installation path is automatically removed. Only the path C:\Program Files (x86), supports the use of opening and closing braces ( ). The exact representation of this path along with the space requirements is C:\Program<space>Files<space>(x86). No variant of this representation (missing space or a different drive - refer examples) and no other path allow opening and closing braces. Following are some examples of paths that do NOT allow braces. C:\Test (custom install path) C:\Test<space> (custom install path) C:\Program Files(x86) D:\Program Files<space>(x86) You must enter only a single letter for the drive/path. For example, D:. The maximum path length of the custom installation path folder is 50 characters. If the specified drive/path does not exist, an appropriate error message appears, and you can modify the drive name. Ensure that the Microsoft Windows 7 Professional (64-bit) and Microsoft Windows Server 2008 R2 Standard operating system is installed on the C: drive. Custom installation path is supported on local drives only. It does not support network drives or removable drives. If optional features are already installed on your system, ensure that you provide the same path for Experion installation. Local drive(s) selected for the custom installation path(s) must not be compressed. The Experion files and folders created within the custom installation path folder have Experion specific security permissions assigned to them. This is to ensure that others users, apart from the System Administrator do not access or modify the content within these folders. For example, if D:\Experion\Programs, D:\Experion\Data, and D:\Experion\SQLLogs are the custom installation paths for Experion software, Experion runtime data, and Experion SQL logs respectively, the Experion security is specified on the following directories. D:\Experion\Programs\Honeywell D:\Experion\Data\Honeywell D:\Experion\SQLLogs\Experion PKS\Honeywell Hence, the Honeywell folder within D:\Experion\Programs, D:\Experion\Data, and D:\Experion \SQLLogs paths is assigned Experion specific security permissions. Additionally, ensure that you do not have other data in this path. Ensure that you provide required access permissions to the custom installation path folders. The Experion software custom path must have the access permissions as Program Files (x86) folder. The Experion runtime and Experion SQL log custom paths must have the access permission ProgramData folder. 101

102 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE Though the custom installation path is configured for Experion TPS nodes for migrating from R400.x, R410.x, R430.x, and R431.x to R432.x, the GUS display files ( *.pct) and emulated disk files ( *.lcn) are located in their original locations. After migration is complete, to change the display path, perform the following procedure. 1. Log on to Console with Product Administrator privileges. 2. Copy the GUS display to the desired folder. 3. Choose Start > Honeywell Experion tools > All Honeywell tools > Configuration utilities. The Configuration utilities dialog box appears. 4. In the Configure menu, select the GUS Display Runtime Settings. The GUS Display Runtime Settings dialog box appears. 5. Enter the path in the Display Search Path Extension. 6. Click OK. The following table describes the list of Honeywell folders/files that do not support the custom installation path. Media/package Installation path Comments Init Media folder Shared Software ErrLog1.txt Crystal Report merge module folders C:\ProgramData\Honeywell \Install\Init Media\ C:\Program Files(x86)\Common C:\ProgramData\Honeywell \Experion PKS\ErrLog_1.txt C:\css C:\html C:\images C:\jss C:\prompting This folder is created by Experion PKS System Initialization media, and is used for maintaining logs and configuration files. These files are only created during install time, not accessed during runtime. Common files shared across the software. Refer to the ErrLog(s) maintained at the custom installation path location. These folders are created for Crystal reports during runtime. The following list describes the third-party packages that do not support custom installation paths. Adobe Reader Microsoft.NET Framework 4.5 Client Profile Microsoft.NET Framework 4.5 Extended Microsoft.NET Framework 4.5 Multi-Targeting Pack Microsoft Silverlight Microsoft SQL Server (Note: SQL databases and logs support custom installation paths) Microsoft SQL Server Compact 4.0 SP1(Note: SQL databases and logs support custom installation paths) Microsoft Visual C++ Redistributable Microsoft Visual C++ x86 Redistribuatable Microsoft Visual Studio 2012 Professional Microsoft Visual Studio 2012 Remote Debugger Microsoft Visual Studio 2012 Service Pack 1 Redhat (Redhat GNU C++ compiler for CAB) 102

103 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE RSLinx Classic Sentinel Protection Installer SYCON.net Honeywell EPKS Internet Explorer 11 Microsoft.Net Framework SQL XML 4.0 SP1 To start the migration application for ESIS-based migrations from a USB drive 1 Insert the USB pen drive or removable hard drive into the system. 2 Browse to the ESIS repository location in the USB pen drive/removable hard drive. 3 Double-click setup.exe at the root of the ESIS repository path. 4 On the ESIS Welcome screen, select Product Migration, if not already selected. To start the migration application for ESIS-based migrations from a network share 1 To connect to the ESIS repository, type \\<ESISServer IP>\<ShareName> in the Windows Run dialog box (choose Start > Run). 2 Press ENTER. 3 If prompted for Windows credentials, perform the following: a b c Type the <Domain Name>\User name and Password if you belong to a domain and if you have access permissions. Type the<esisserver IP>\User name and Password if you belong to a workgroup and if you have access permissions. Clear the Remember Password check box. Ensure that you have same login (either domain or workgroup) for both ESIS and the migrating nodes. If you enter incorrect credentials, an error occurs after the first reboot of Experion installation or migration. Then, you have to enter the correct credentials to connect to the ESIS share. 4 Double-click the setup.exe at the root of the \<ShareName>. 5 If prompted for user account control, click Allow. 6 If you are prompted for the Windows credentials, perform the following: a b c Type the <Domain Name>\User name and Password if you belong to a domain and if you have access permissions. Type the <ESISServer IP>\User name and Password if you belong to a domain and if you have access permissions. Clear the Remember Password check box. 7 On the Welcome to ESIS Tool screen, select Product Migration, if not already selected. 103

104 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE 8 Type the appropriate User name and Password. If you belong to domain, type <Domain name>\user name and Password. If you do not belong to domain, <ESISServer IP>\User name and Password. 9 Click Next. The Welcome to the Honeywell Experion PKS R4xx.x Migration Setup Wizard is displayed

105 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE To start the migration application from a DVD 1 Insert the Experion PKS Installation media into the DVD drive. 2 If the Honeywell Experion PKS Installer screen does not appear, using Windows Explorer go to the browser folder on the Experion PKS Installation media and double-click on the cdbrowse.exe file. 3 On the Honeywell Experion PKS Installer screen, click Install/Migrate Experion PKS to begin the migration. The Welcome to the Honeywell Experion PKS R4xx.x Migration Setup Wizard is displayed. 4 Close the Honeywell Experion PKS Installer screen. To continue with the migration application 1 Click Next. The License Agreement page is displayed. 2 Read the License Agreement and then click I accept the terms in the License agreement. 105

106 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE 3 Click Next. The Setup type of Node to migrate page is displayed

107 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE 4 Click Yes, if you want to use the process control components after migration. 5 Click No, if you do not want to use the process control components after migration. 107

108 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE 6 Click Next. The User and License Information page is displayed. 7 For Experion servers only: Type the Experion System Software details. If you want to install any licensed TPS components, click Yes and then type the TPS Components License details and then click Next. The Existing Packages Details page is displayed. 8 For Experion servers only: Click Browse and locate the Experion System Software license file. If you want to install any licensed TPS components, click Yes and then type the TPS Components License details and then click Next. The Existing Packages Details page is displayed

109 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE 9 For Experion station only: Select Install Custom Algorithm Block (CAB) Developer (Visual Studio) only if you want to develop CAB blocks from scratch using Control Builder and Visual Studio software. 10 For Experion station only: If you want install PMD HMI extenstion features, then select PMD HMI Extension features?. 11 Click Next. The Experion Migration Storage Node and Advanced Migration Options page is displayed. 109

110 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE a b c If you select Platform Hardware Change, by default Operating System Re-installation option is selected. If you select Operating System Re-installation only Operating System Re-installation option is selected. Verify the Select Drive to connect Network Folder list. In the Network Folder text box, click Browse and locate the EMSN node and the shared folder (for example, \\<IP address>\emsn>) or type the full path to the EMSN shared folder, in the format as per the following options. For Workgroup: \\<IP_address_of_EMSN_node>\<EMSN_shared_folder> For Domain: \\< Domain Name >\<EMSN_shared_folder> If you want to select EMSN folder from USB drive, click Browse and locate the EMSN folder. The User Name and Password options are disabled, if you select EMSN folder from USB drive. Type the User Name and Password to connect to the shared folder. If you have created a user account on the Windows domain for this purpose, type this user account and password. Otherwise, type the user name and password of an account with administrative privileges on the EMSN node. 12 After entering the information in the Experion Migration Storage Node information section, click Next. 13 If the following message is displayed after the EMSN information is validated, click OK to overwrite the existing data or click Cancel to re-enter the EMSN information

111 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE 14 Click Next. The Security Password Entry page is displayed. Security Password shall be used to protect the secured data (Example: Windows User Accounts password) during the installation and will be discarded after completing the installation. 15 Type the Password and Confirm Password. 16 Click Next. The Installation Path Selection page is displayed. 111

112 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE For custom installation path, click Change and provide appropriate custom installation path. For all node types, you can select the custom installation paths for the following components. Experion PKS Software Experion PKS Runtime Data Experion PKS SQL Logs The Experion PKS SQL Logs path is not applicable for Console (ES-C), Console station TPN connected (ES- T), Console Extension station (ESC-E), Flex station (ES-F), and Collaboration Station nodes. The Experion PKS Software, Experion PKS Runtime Data, and Experion PKS SQL logs can be placed on any hard drive in the system. However, the default path for Experion PKS Software and Experion PKS Runtime Data is <Custom Install Path selected drive>\<custom Install Path selected folder(s) \Honeywell. The path for Experion PKS SQL logs is \Honeywell\Experion PKS and you cannot change this path. For more information, refer to the Custom installation path section in scenario-specific migration guide and site-specific migration guide. 17 Click Next. The Experion Network Selection page is displayed with the network combinations as described in the following table. The network combinations depend on the node type

113 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE Experion product node type Server (ESV) FTE Experion Process network options ControlNet(PCIC) ControlNet (Ethernet) Ethernet Server TPN Connected (ESVT) FTE Ethernet Server Client or Supervisory network options FTE Ethernet eserver None FTE Application Control Environment (ACE) Application Control Environment TPN Connected (ACE-T) Simulation Control Environment (SCE) FTE ControlNet(PCIC) No communication is required with controllers FTE No communication is required with controllers FTE Console Station (ES-C) FTE Console Station TPN Connected (ES-T) ControlNet(PCIC) No communication is required with controllers Ethernet FTE Ethernet Auxiliary network options RSLinx FTE RSLinx Ethernet FTE Ethernet FTE Ethernet FTE Ethernet Console Extension Station (ES-CE) None FTE LCNP4 K4LCN (with ETNI) None RSLinx LCNP4 K4LCN (with ETNI) RSLinx FTE None FTE LCNP4 Ethernet Flex Station None FTE Ethernet App Node(E-App) None FTE Ethernet Application Server (EAS) None FTE Ethernet K4LCN (with ETNI) None None LCNP4 K4LCN (with ETNI) None RSLinx option is applicable only if PCIC card is available on your system. RSLinx must be installed manually after completion of Experion migration. For more information, refer to Installing and restoring RSLinx Classic settings procedure. If you are planning for ETN migration, select K4LCN (with ETNI) option. Otherwise, select LCNP4 option. Tip During migration, you cannot change the Experion network selection. 18 Click Next to accept the Experion network selection. The FTE Bootp and NTP IP Address Configuration page is displayed. 113

114 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE 19 This step is applicable only for servers. Verify the IP address configurations for FTE Bootp and NTP and click Click Next. The Feature and Options Selection page is displayed

115 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE If you have selected the license with PMD enabled then you will have PMD HMI extension feature option available in Features and Options Selection. 115

116 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE 20 Click Next to continue. 21 This step is for ACE, SCE, EHG, and console only. Verify the Server Name and click Next

117 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE To proceed with system information collection 1 The Experion Accounts Password Entry page is displayed. 117

118 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE For client nodes: For server nodes: You must assign the same LocalComServer password for the entire cluster. Record and store default LocalComServer password. If you have changed the password before starting migration, enter the assigned password. If you have not changed the password, use default password as the LocalComServer password. You must assign the same LocalComServer password for the entire cluster. 2 Provide the MNGR Account, LocalComServer, Experion SQL Agent Account, Experion SQL Account, and Secure Communications Password passwords for all the accounts that were recorded before starting the migration and click Next. If the password provided do not comply with the strong password criteria, the following message is displayed

119 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE 3 If you click Cancel to modify the password, migration is canceled. If want to continue with the weak password, click OK. The Summary page is displayed. Installation settings will be displayed as per the network selections. 119

120 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE The following image illustrates the Summary page of ControlNet-based systems

121 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE 4 Verify the Experion PKS Software Installation Settings and click Install. The operating system configuration is evaluated and the Platform Configuration page is displayed. 121

122 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE Tip If platform hardware change is not selected from the Experion Migration Storage Node and Advanced Migration Options page, the Select Platform option is disabled. 5 Select the appropriate options and click Next. The Operating System Configuration page is displayed. After the installation, Experion PKS System Initialization media creates a user account with System Administrator privileges and disables the built-in Administrator account. After installation, other user accounts for the system must be created at the site, or inherited from the domain to which the machine is added. Starting R400.1, only accounts assigned to the Honeywell-created role groups have Experion user privileges. 6 Review the information. You may need to enter additional information such as the Accounts and Passwords details. Computer Name can have only 0-9, a-z, A-Z, and - as allowed characters. It must not contain ONLY numbers, space, and special characters (` # $ % ^ & * () = + _ {} [] \ ; :., < >, /?). Company Name must not contain the underscore (_) special character. Workgroup Name must not contain space, and special characters (* = + [] \ ; :, < > /?). User Account Name must be a maximum of 20 characters in length. For more information on OS activation, refer to Honeywell Process Solutions operating system reinstallation section in latest Experion PKS System Initialization Media Software Change Notice. Do not enter ampersand (&) in the Company Name and Customer Name fields

123 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE You must not use Administrator or Mngr as User Name. The user account created in Operating System Configuration dialog box is Windows Administrator account. This user account must not be used for any Experion application after completing the migration. 7 Click Next The Network and Input/Output Information page is displayed. The following image illustrates the Network and Input/Output Device Information page of ControlNetbased systems. 8 Verify the network configuration and input/output device configuration details. For single or dual ethernet supervisory network, select the Network Link Speed as 100 mbps Full Duplex or Auto Negotiate based on switch configuration. 9 If you have installed RPS hardware on your system, then while performing Experion migration, ensure to select RPS Available check box in Honeywell Experion PKS System Initialization - Dialog Manager page. Once the checkbox is selected, you cannot select the items from Monitor Arrangement and Monitor Resolution list. Click Next.This step is not applicable for virtualized environment. The Confirmation page is displayed. 123

124 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE 10 Click Save Config Files to save the configuration files. The Browse for Folder dialog box is displayed. Do not save the file on the drive where you want to install Windows operating system. 11 Select the path to save the configuration files and click OK. You can save multiple configuration files for different nodes under different folders. You can save the configuration files on a floppy drive, USB device or a local disk. The floppy drive or USB device containing the configuration files must be connected to the computer being migrated till the migration completes. You must verify if the proper hardware drivers and BIOS are installed on your computer. You cannot use a floppy drive to save the configuration files in the following scenarios. If the system you are migrating does not have a floppy drive. If the new hardware (the one replacing the existing system) does not have a floppy drive. The name of the folder which contains the configuration files must not have any single quote ('). 12 A confirmation dialog box appears, click OK. 13 Click Finish. After Phase I migration is completed successfully, click OK and insert Experion PKS System Initialization media on the platform and boot from media. Tip The following page may vary depending on the node type

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126 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE 14 Click OK. In case of platform hardware change, shutdown and replace the existing machine with the target machine and make all the required physical connections. You are migrating Experion system with OS re-installation and no platform change using custom installation path, then ensure to perform the following: After the Phase 1 migration, when prompted for Experion PKS System Initialization media, click OK and then manually delete all the custom installation paths other than C drive after stopping all the Experion services from Experion PKS Services Control Panel. If you do not have any important data required in the drive, it is recommended to do a format of that drive. 15 Shutdown the system, if you are planning for platform change. If you plan to perform a migration with a platform hardware change, disconnect it from the network. The new hardware is pre-installed with the operating system required for R4xx.x and perform Setting up a user account procedure and the subsequent tasks. 16 Shutdown the virtual machine, if you are planning for platform change. If you plan to perform a migration with a platform hardware change, disconnect it from the network. The new hardware is pre-installed with the operating system required for R4xx.x and perform Setting up a user account procedure and the subsequent tasks

127 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE 5.1 Migration scenarios for platform hardware change The following table describes migration scenarios. If If you want to change the platform hardware See For Pre-installed operating system: Skip Installing the operating system using Experion PKS System Initialization media and Installing the operating system without Experion PKS System Initialization media sections and start with Setting up a user account on page 170Setting up a user account. For Operating system installation without Experion PKS System Initialization media, see Installing the operating system without Experion PKS System Initialization media on page 168Installing the operating system without Experion PKS System Initialization media. For Operating system installation using Experion PKS System Initialization media, see Installing the operating system using Experion PKS System Initialization media on page 82Installing the operating system using Experion PKS System Initialization media. 127

128 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE 5.2 Installing the operating system using Experion PKS System Initialization media Honeywell-qualified platforms contain configurations and hardware components that are specific to the Honeywell configuration. For list of supported platforms, refer to the latest Experion PKS System Initialization media Software Change Notice. For information about software/hardware/firmware compatibility refer to the latest Experion Software Change Notice. Similar models purchased directly from some other manufacturer may not contain the same qualified hardware. To install operating system on hardware not purchased from Honeywell, use the Original Equipment Manufacturer (OEM) media. Prerequisites Experion PKS System Initialization media Experion PKS System Initialization Updates media The Operating System Certificate of Authenticity, which contains Product Identification number Windows Server 2016 HPS OS reinstallation media For Microsoft Windows 10 (64-bit): Windows 10 (64-bit) HPS OS reinstallation media Experion PKS System Initialization media facilitates the installation by installing the platform-specific drivers, updates, and post-installation configuration for Experion system. The Experion PKS System Initialization media does not contain operating system software. Experion PKS System Initialization media prompts the user to insert the Windows operating system media. Refer to the latest Experion PKS System Initialization SCN for OS compatibility. During Experion PKS System Initialization media installation, the Experion software is installed and it prompts you to install the following media. Experion PKS Installation media Experion PKS Support Software media The latest point release Experion Support Software is available as an ISO image on Honeywell Process Solutions website ( Use the ISO image content to create a DVD/media for installing the latest Experion point release. For extracting contents to a media, use ISO extraction software. For example, you can use Virtual Clone Drive software for extracting the contents to a media. Microsoft Visual Studio for CAB Developer media. (optional, required only if CAB is selected). Experion Support and Maintenance media Microsoft SQL Server 2012 SP3 media Experion PKS with PMD controller media (optional) Tip RAID and BIOS firmwares are updated during installation using Experion PKS System Initialization media. To start an operating system installation using Experion PKS System Initialization media 1 Restart the system. 2 Follow the procedure for RAID configuration

129 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE RAID configuration procedure for PowerEdge 2900 and 2950 server is separate from that for 2850 server. Refer to the correct procedure for your Dell platform. Review the information on the page, and if necessary perform the steps on the target platform to initialize the RAID configuration before starting the installation. 3 For Dell Precision workstations with RAID controllers, perform the following steps to create virtual disks. a b c d e f g h CAUTION These steps can only be performed when the host machine contains at least 2 hard drives and does not contain a virtual disk. Any data currently on the hard drives is lost when performing these steps. Turn on the system. During host system boot-up, press<f2> to enter System Setup and choose Drives > SATA Operation and set it to RAID On. Accept the confirmation dialog box and Exit from System Setup. Reboot the machine and press <Ctrl>,<l>, when prompted. The Intel (R) Matrix Storage Manager screen is displayed. Use the drop-down arrow key to highlight the options. Select option 1 -Create RAID Volume. Press ENTER to display the Create Volume menu. Select the RAID level, set it to RAID1 (Mirror) using the up/down arrow keys and press ENTER. Leave defaults for the other options. Select Create Volume and press ENTER. Press Y to confirm the volume creation. Select Exit and answer the configuration dialog to reboot the machine. 4 For Workstations: a b c Click the Device connections. Click the Multi-Monitor setup instructions and connect the monitors as described. Click the Keyboard/Touchscreen Setup and connect the keyboards and/or touchscreens as described. 5 Restart the system. 6 As per the node type, follow the appropriate steps as explained in the following table. Not applicable for Dell Precision Workstation 490, T3400, T3500, T5400 and T5500. Not applicable for Dell PowerEdge Server SC1430, 2900, Option Server Platforms Description Enable Logical Processors. PowerEdge Servers 1. Highlight CPU Information and press ENTER. 2. Highlight Logical Processor, set it to Enabled, and press ENTER. Workstation Platforms Enable Hyper Threading. 7 If the target platform is using FTE through add-on Dual Port NIC, disable the on-board NIC in BIOS as explained in the following table. Not applicable for Dell PowerEdge 2850 server. Option For R710 Servers Description Disable the third and fourth NIC in BIOS. PowerEdge Servers 1. Highlight Integrated Devices and press ENTER 2. Highlight Embedded xxxx NIC, set it to Disabled and press ENTER 129

130 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE Option Description Dell Precision Workstation Expand Onboard devices. 2. Highlight Integrated NIC and press ENTER. 3. Highlight Off and press ENTER. Dell Precision Workstation T Expand System Configuration. 2. Select Integrated NIC. 3. Click Disable. 4. Click Apply and then Exit. Tip For Workstations supporting three or four displays, it may be necessary to change the BIOS for the primary Video controller from PEG to PCI. 8 For all Dell platforms, supporting three or four displays: a b Press ESC. Select Save Changes and Exit and then press ENTER. 9 Exit BIOS. Ensure that the Onboard or USB CD-ROM Drive is listed at the top of the boot sequence. If you have Honeywell Remote Peripheral Solution (RPS) Extio 1 (TP-RPSF01), Extio 2 (TP-RPSF02), and Wyse R10L RPS installed on your Flex or Console station and are performing a platform hardware change during migration, transfer the RPS Extio 1 (TP-RPSF01)/Extio 2 (TP-RPSF02), and Wyse R10L RPS hardware to the new platform. For the BIOS settings (Configuring the video option and disabling the on-board audio controller) and video card installation, refer to the appropriate Experion R432.x RPS Migration Guide for Extio 1 (Or) Experion R432.x RPS Migration Guide for Extio 2 available on the Honeywell Process Solutions website. For more information on Wyse R10L RPS, refer to the Wyse R10L Remote Peripheral Solution Installation Instructions guide. To complete the operating system installation 1 Ensure that the floppy drive or USB device containing the configuration files is connected to the computer being migrated. In case of platform hardware change, insert the floppy drive or USB device containing the configuration files in the target machine. 2 Insert the Experion PKS System Initialization media. Format the drives that are not formatted (raw partitions) before using Experion PKS System Initialization media. In case of platform hardware change, turn on the target machine and boot from the Experion PKS System Initialization media. 3 Restart the system and press any key to boot using Experion PKS System Initialization media. When the system boots from Experion PKS System Initialization media, WinPE is loaded onto the target machine and the Welcome to Experion PKS System Initialization Pre-Install Utility screen is displayed

131 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE On a machine where Dual Ethernet topology is present, when you select the ESIS from network drive option, the error could not find the network path is displayed. This is because, the Experion PKS System Initialization PreInstall utility assigns the IP address for NIC interface where ESIS is not present and tries to access ESIS using that IP address. To avoid this error, remove the cable of NIC interface where ESIS is not present and then boot using the Experion PKS System Initialization media. Delete the previous releases custom installation path other than C drive and proceed with migration. This avoids migration failure in custom installation path. 4 Browse to the configuration files and select InitMediaOptions.xml file. Click Open. Experion PKS System Initialization PreInstall utility loads the configuration information from InitMediaOptions.xml files. Experion PKS System Initialization media does not allow you to select the hard disk partitions (drive path) based on your custom installation path selection. You can select Use Drive C if you want to format only C drive and install OS on this drive. In this case, the data on the other partitions is retained. Select this option only if the system is having more than one partition and no raw partitions. You can either select Use Drive C or provide the number of partitions required. However, the minimum primary partition size is 60 GB. Therefore, if the disk space is less than 60 GB, then only one partition is possible. The Experion system must have minimum of 60 GB hard disk space in C drive for the Experion PKS System Initialization media to install the following: Operating system Operating system updates Drivers Using the following method, calculate the minimum free hard disk space required for the operating system installation: 55 GB (operating system + base Experion) + GB RAM size x 1.5 (page file) + GB RAM size x 1.5 (dump file). If the calculated value is greater than 60 GB, then 60 GB is the minimum free hard disk space required. For example, in a system with 4 GB RAM, the minimum free hard disk space required for the operating system installation is 67GB (55 + 4* *1.5). Hence, 67 GB is the minimum free hard disk space required for operating system installation. If the calculated value is lesser than 60 GB, then the calculated value is the minimum free hard disk space required. Hence, 60 GB is the minimum free hard disk space required for operating system installation. 5 Click Next. 6 In the Configuration details section, enter configuration details for hard disk in the Disk Configuration section. DVD ESIS from network For ESIS from network, enter the ESIS path, <ESIS server IP address\ user name>, and password. ESIS from USB For ESIS-based installation using USB, browse to the ESIS repository folder. Virtual hard disk 7 If using ESIS from network, click Static option and in the Network Configuration for local machine section enter the following details. Ensure that you enter the IP address as recorded in the Recording Windows network configuration settings Recording Windows network configuration settings on page 14 task of Pre-migration tasks chapter. IP Subnet Mask 131

132 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE Default Gateway Perform the following workaround if, the size of the primary partition (C drive) was less than 60 GB. the secondary partition is not used the Experion PKS System Initialization media is not used for installing Windows 7 operating system during migration from R3xx to R4xx. 1. Select the space of the extended partition which is not allocated. 2. Click New and then click Apply. The extended partition is converted to a logical partition. 3. Select the logical partition and click Delete. 4. To acknowledge the caution message, click OK. 5. Select the primary / system partition and click Delete. 6. To acknowledge the caution message, click OK. 7. Select the space which is not allocated and click New. 8. Enter the size to be greater than 60 GB and click Apply. 9. To acknowledge the attention message, click OK. 10. Select the primary partition and click Format. 11. To acknowledge the caution message, click OK. 12. Click Next and continue the installation. 8 Click Next. The Notice Of Licensed Software is displayed. 9 Click I accept the terms in the license agreement option. 10 Click Install. An error message appears after the first reboot, indicating an error occurred while trying to connect to ESIS and prompts for credentials to ESIS path. 1. Type Username and Password to connect to the ESIS share. 2. Click OK to proceed with the installation. 11 If using ESIS, remove the Experion PKS System Initialization media from the node being migrated. The following steps are not applicable if you are using ESIS for migration. 12 If using DVD, insert the appropriate operating system DVD. a When the following message is displayed, insert the Experion PKS System Initialization media and click OK. Several reboots may happen and the computer starts automatically in case of installation from DVD

133 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE If you are using ESIS and if a drive letter mismatch occurs, then cancel the migration and perform the following procedure. If you install the operating system on an additional hard disk drive connected to your system, the drive letter specified is reset automatically during operating system installation. You can change the drive letter, by performing the following steps. 1. Right-click on the Computer icon on the desktop and choose Manage. b Click OK. The Computer Management window is displayed. 2. In the left pane of the Computer Management window, select Computer Management (Local) > Storage >Disk Management. The disk partitions in the system are displayed in the right pane. 3. Right-click the disk partition of which you want to change the drive letter and select Change Drive Letter and Paths. 4. In the Change Drive Letter and Paths dialog box, click Change. 5. Select the drive letter from the list and click OK. If any failure occurs during starting of Experion PKS System Initialization media, refer Troubleshooting migration on page 281Troubleshooting section. c When the following message is displayed, do not insert the Experion Installation media. Do not acknowledge or close the message. You must perform the procedure Setting the binding order and LAN metric and then follow the instructions provided by this message. 133

134 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE 5.3 Completing the Experion node migration The following procedure is applicable only for DVD-based migration. To continue with the Experion migration 1 Insert the Experion PKS Installation media. The Experion installation starts with the following dialog box. 2 Insert the Experion PKS System Initialization Updates media. 3 Insert the Microsoft SQL Server media. After SQL installation is complete, you are prompted for the Experion PKS Installation media. 4 If you are not using ESIS, you are prompted to insert the Experion Support and Maintenance media. After ESM installation is complete, you are prompted for the Experion PKS Installation media. 5 Insert the Microsoft Visual Studio 2012 SP1 CAB Developer media. After CAB installation is complete, you are prompted for the Experion PKS with PMD controller media. 6 You are prompted for Experion PKS with PMD controller media, only if you have selected PMD as an optional feature. 7 If you are not using ESIS, the message The Support software DVD is required to continue the install. Insert the Support software DVD into drive (source drive letter) and click Yes to continue or Press No to terminate is displayed. 8 Insert the Experion PKS Support Software media. 9 After the system installation is complete, click Yes to restart the system. 10 Logon to the node with the same user account details entered in Operating System Configuration page. 11 If using the ESIS for migration, remove network drive mapping. Do not open Configuration Studio from cluster nodes before attaining dual primary state

135 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE 5.4 Verifying the NIC adapter settings Verify that the NIC adapters have the same speed and duplex as on the switch used for network connection. This is typically 100 Mbps full duplex. If they are not set, set them to 100 Mbps full duplex. Migration can fail because of the mismatch of the link speed and duplex settings between NIC adapters and switch ports. 135

136 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE 5.5 Add a node to a Windows domain If you require your computer to be added to a Windows domain, perform the following procedure. Prerequisites You must have a Windows domain controller installed and operational. You must have an operational DNS server. The node being added should have DNS. To add a node to a Windows domain 1 Click Change Settings. The System Properties dialog box is displayed. 2 On the Computer Name tab, click Change. The Computer Name Changes dialog box is displayed. 3 Click the Domain option button, and then type the name of the domain. 4 If prompted, type the user name and the password of the domain administrator account, and then click OK. The computer registers with the domain. This may take several seconds. 5 Click OK to acknowledge the message, and then restart the computer. 6 Log on to the computer using a Windows account with local administrator rights

137 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE 5.6 Run Link Domain Groups If the node is a member of a domain in which Experion High Security Policy is installed, perform the following procedure. Prerequisites Log on using an account with local Windows or Domain administrator credentials. If you are not using administrator credentials, you are prompted for administrator credentials. To run Link Domain Groups 1 Update the Experion High Security policy on the domain controller. To Update Experion High Security policy, refer to Installing the Domain Controller package Installing the domain controller package. Return to this procedure after completing the domain controller installation and continue with the next step. Ensure that the domain controller package is installed on domain controller before running the link domain on the migrated nodes. 2 Select Run as administrator. If User Account Control dialog box is displayed, enter the credentials for the account which has Administrator privileges. The Link Domain Groups dialog box is displayed. 3 Select the Details check box if any errors are indicated. 4 Click OK. 137

138 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE 5 Restart the system

139 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE 5.7 Changing the time zone The server time and time zone settings must remain consistent during migration. However, it may be necessary to reset the time zone settings during some migration scenarios because of the recent global time zone adjustments. After migration, verify the time zone settings on the server and client nodes to ensure that they are the same and set the time zone if necessary. This must be performed before server synchronization for the dual primary state and reestablishing server redundancy. To change the time zone 1 Click the time and date displayed in the taskbar. 2 Click Change date and time settings. The Date and Time dialog box is displayed. 3 Click Change time zone. 4 Select the correct Time zone and click OK. 5 Click Apply and then click OK. Do not change the time zone settings during migration. 139

140 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE 5.8 Migrating Honeywell Remote Peripheral Solution If you have Honeywell Remote Peripheral Solution (RPS) Extio 1 (TP-RPSF01) and Extio 2 (TP-RPSF02) installed on your Flex or Console stations, you must configure the displays. To configure the displays, refer to the appropriate Experion R432.x RPS Migration Guide for Extio 1 (Or) Experion R432.x RPS Migration Guide for Extio 2. For more information on Wyse R10L RPS, refer Wyse R10L Remote Peripheral Solution Installation Instructions Guide

141 5 MIGRATING AN EXPERION NODE ACE, OR SCE) WITH A PLATFORM HARDWARE CHANGE 5.9 Return to the task that brought you here You must return to the Choosing the migration method task in the node migration chapter that brought you to this chapter and continue with the remaining tasks. 141

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143 6 Migrating Experion node ACE, or SCE) and install OS without Initialization media This section describes how to migrate an Experion node and installing the operating system. If you need to stop the migration application during this migration procedure, you can restart the application from the point where it stopped. Refer to the Restarting the Install Sequencer section. Prerequisites You have read the Experion Software Change Notice (SCN) These books contain last-minute information that was not included in the standard documents. You must read them to find out whether they contain any migration-related information that is applicable to the system you are migrating. You have the required Experion PKS Installation media. You have the required Experion PKS Support Software media The latest point release Experion Support Software is available as an ISO image on Honeywell Process Solutions website ( Use the ISO image content to create a DVD/media for installing the latest Experion point release. For extracting contents to a media, use ISO extraction software. For example, you can use Virtual Clone Drive software for extracting the contents to a media. You have the Operating System Certificate of Authenticity, which contains Product Identification number. The Experion node meets the hardware requirements to support this Experion release. For more information, refer to the latest Experion PKS General Release Software Change Notice (SCN). If you are using the Experion Software Installation Server (ESIS) to perform migration, make sure that you have properly created the ESIS share. Some Honeywell and third-party applications and programs that are not integrated with the Experion PKS Installation media are not migrated forward. You must follow the instructions during the migration procedure and perform the migration of the applications manually. When prompted, ensure to enter the same mngr password that was used at the beginning of the migration checklist. Ensure that you manually copy the custom reports located at C:\ProgramData\Honeywell\Experion PKS \Server\user folder to EMSN shared folder before starting the migration. Ensure that you start migration with local account that has local administrator and product administrator privileges. For ESIS-based migration (where ESIS is accessed over a network) ensure the following: The network link speed on the node being migrated must match the link speed on the switch to which the node is connected (link speed is 100Mbps full duplex for an FTE-based network). You must add EMSN path to the IE trusted site if you are migrating from ESIS network. Ensure that the login account for ESIS node and the node that is migrated is same. Getting oriented with Status Display 143

144 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA The Status Display is the page displayed during installation of Experion. The following is an illustration of the Status Display page (image shown below is for reference only). The Status Display page consists of the following elements. Task pane: The Task pane displays the list of tasks in the sequence in which they are performed. The tasks can be classified based on user interaction requirements as following: Automated tasks - do not require any user intervention. Tasks requiring user intervention before the task - indicated with a blue background and an asterisk before the task title. Usually occurs before a media swap step. Tasks requiring user intervention after the task - indicated with a blue background and an asterisk after the task title. Usually occurs at the end of the installation or at the end of Phase 1 of migration to indicate that you must click a button (Yes/No/Cancel) after completing the task. Data pane: The Data pane consists of the following sections. Current step section - displays the time details of the task in-progress. Overall progress section - displays the time details of the tasks that have been performed. Next user interaction section - displays the approximate time when the next user interaction is required. If you are multitasking, this would help you plan your tasks. Message section - displays the details of what action is required for the next user interaction. The time details displayed, such as, the time remaining for the current task in progress, the overall installation time remaining, and the time when the next user interaction is required, are all approximate values. The results may vary. Understanding Custom installation path Starting Experion R410, installation is supported on custom installation path. This feature is introduced to allow control on the path where Experion is installed and the location where the runtime files and SQL logs are stored

145 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA Before you choose custom installation paths for Experion, verify that there are no interoperability issues with any non-experion applications/packages that depend on the path where Experion software, runtime files or SQL logs are stored. All nodes in the cluster must use the same custom installation path. You can select the custom installation path for the following components. Experion software: This consists of deliverable that are part of Experion installer and third-party software. Experion runtime data: This consists of all the files and folders available at C:\ProgramData\Honeywell\ path for the Experion release and the Experion SQL databases. Following files belong to this category. Runtime data Experion created SQL data files Experion SQL logs: This consists of SQL database log files generated during installation. The custom installation path is appended to <>Vendor\Product Name<>. For example, Honeywell Experion features is <Component> Honeywell\Experion PKS\(Function-specific path) where, <Component> is user selected software path/runtime data path/sql logs path. The custom installation path option is not supported for the following components. These components are installed in the default path. Component Shared software across different Honeywell products Shared software across different vendors Default path % CommonProgramFiles %\Honeywell\ % CommonProgramFiles% The following table describes the default path and custom installation path format for the components that support custom installation paths. Component Default path Custom installation path Experion software Experion runtime data Experion SQL logs C:\Program Files (x86)\honeywell C:\ProgramData \Honeywell C:\ProgramData \Honeywell %User selected path% \Honeywell %User selected path% \Honeywell %User selected path% \Honeywell Considerations for custom installation paths Ensure that you adhere to the following guidelines for choosing the custom installation path. All nodes in the cluster must use the same custom installation paths. Custom installation paths can not be changed post installation. Experion software, Experion runtime data, and Experion SQL logs must have different directory and subdirectory custom installation paths. The Experion SQL logs custom path can be a subdirectory of the Experion runtime data custom path. However, the Experion runtime data custom path cannot be a subdirectory of the Experion SQL logs custom path. The Experion Software path cannot be a subdirectory of Experion SQL logs path or vice-versa. On a 64-bit platform, the custom installation path for Experion software can be C:\ProgramFiles or a subdirectory of C:\ProgramFiles. However, the software is placed in the C:\ProgramFiles(x86) path. The custom installation path must not begin with the following paths. C:\ProgramData (Experion software) 145

146 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA C:\Program Files (x86) and C:\Program Files (Experion runtime data and Experion SQL logs). C:\Program C:\Windows C:\Users C:\Documents and Settings The folder names within the path supports space ( ), hyphen (-) and underscore (_) special characters. While specifying the custom installation paths in the Dialog Manager, any space entered before or after the custom installation path is automatically removed. Only the path C:\Program Files (x86), supports the use of opening and closing braces ( ). The exact representation of this path along with the space requirements is C:\Program<space>Files<space>(x86). No variant of this representation (missing space or a different drive - refer examples) and no other path allow opening and closing braces. Following are some examples of paths that do NOT allow braces. C:\Test (custom install path) C:\Test<space> (custom install path) C:\Program Files(x86) D:\Program Files<space>(x86) You must enter only a single letter for the drive/path. For example, D:. The maximum path length of the custom installation path folder is 50 characters. If the specified drive/path does not exist, an appropriate error message appears, and you can modify the drive name. Ensure that the Microsoft Windows 7 Professional (64-bit) and Microsoft Windows Server 2008 R2 Standard operating system is installed on the C: drive. Custom installation path is supported on local drives only. It does not support network drives or removable drives. If optional features are already installed on your system, ensure that you provide the same path for Experion installation. Local drive(s) selected for the custom installation path(s) must not be compressed. The Experion files and folders created within the custom installation path folder have Experion specific security permissions assigned to them. This is to ensure that others users, apart from the System Administrator do not access or modify the content within these folders. For example, if D:\Experion\Programs, D:\Experion\Data, and D:\Experion\SQLLogs are the custom installation paths for Experion software, Experion runtime data, and Experion SQL logs respectively, the Experion security is specified on the following directories. D:\Experion\Programs\Honeywell D:\Experion\Data\Honeywell D:\Experion\SQLLogs\Experion PKS\Honeywell Hence, the Honeywell folder within D:\Experion\Programs, D:\Experion\Data, and D:\Experion \SQLLogs paths is assigned Experion specific security permissions. Additionally, ensure that you do not have other data in this path. Ensure that you provide required access permissions to the custom installation path folders. The Experion software custom path must have the access permissions as Program Files (x86) folder. The Experion runtime and Experion SQL log custom paths must have the access permission ProgramData folder

147 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA Though the custom installation path is configured for Experion TPS nodes for migrating from R400.x, R410.x, R430.x, and R431.x to R432.x, the GUS display files ( *.pct) and emulated disk files ( *.lcn) are located in their original locations. After migration is complete, to change the display path, perform the following procedure. 1. Log on to Console with Product Administrator privileges. 2. Copy the GUS display to the desired folder. 3. Choose Start > Honeywell Experion tools > All Honeywell tools > Configuration utilities. The Configuration utilities dialog box appears. 4. In the Configure menu, select the GUS Display Runtime Settings. The GUS Display Runtime Settings dialog box appears. 5. Enter the path in the Display Search Path Extension. 6. Click OK. The following table describes the list of Honeywell folders/files that do not support the custom installation path. Media/package Installation path Comments Init Media folder Shared Software ErrLog1.txt Crystal Report merge module folders C:\ProgramData\Honeywell \Install\Init Media\ C:\Program Files(x86)\Common C:\ProgramData\Honeywell \Experion PKS\ErrLog_1.txt C:\css C:\html C:\images C:\jss C:\prompting This folder is created by Experion PKS System Initialization media, and is used for maintaining logs and configuration files. These files are only created during install time, not accessed during runtime. Common files shared across the software. Refer to the ErrLog(s) maintained at the custom installation path location. These folders are created for Crystal reports during runtime. The following list describes the third-party packages that do not support custom installation paths. Adobe Reader Microsoft.NET Framework 4.5 Client Profile Microsoft.NET Framework 4.5 Extended Microsoft.NET Framework 4.5 Multi-Targeting Pack Microsoft Silverlight Microsoft SQL Server (Note: SQL databases and logs support custom installation paths) Microsoft SQL Server Compact 4.0 SP1(Note: SQL databases and logs support custom installation paths) Microsoft Visual C++ Redistributable Microsoft Visual C++ x86 Redistribuatable Microsoft Visual Studio 2012 Professional Microsoft Visual Studio 2012 Remote Debugger Microsoft Visual Studio 2012 Service Pack 1 Redhat (Redhat GNU C++ compiler for CAB) 147

148 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA RSLinx Classic Sentinel Protection Installer SYCON.net Honeywell EPKS Internet Explorer 11 Microsoft.Net Framework SQL XML 4.0 SP1 To start the migration application for ESIS-based migrations from a USB drive 1 Insert the USB pen drive or removable hard drive into the system. 2 Browse to the ESIS repository location in the USB pen drive/removable hard drive. 3 Double-click setup.exe at the root of the ESIS repository path. 4 On the ESIS Welcome screen, select Product Migration, if not already selected. To start the migration application for ESIS-based migrations from a network share 1 To connect to the ESIS repository, type \\<ESISServer IP>\<ShareName> in the Windows Run dialog box (choose Start > Run). 2 Press ENTER. 3 If prompted for Windows credentials, perform the following: a b c Type the <Domain Name>\User name and Password if you belong to a domain and if you have access permissions. Type the<esisserver IP>\User name and Password if you belong to a workgroup and if you have access permissions. Clear the Remember Password check box. Ensure that you have same login (either domain or workgroup) for both ESIS and the migrating nodes. If you enter incorrect credentials, an error occurs after the first reboot of Experion installation or migration. Then, you have to enter the correct credentials to connect to the ESIS share. 4 Double-click the setup.exe at the root of the \<ShareName>. 5 If prompted for user account control, click Allow. 6 If you are prompted for the Windows credentials, perform the following: a b c Type the <Domain Name>\User name and Password if you belong to a domain and if you have access permissions. Type the <ESISServer IP>\User name and Password if you belong to a domain and if you have access permissions. Clear the Remember Password check box. 7 On the Welcome to ESIS Tool screen, select Product Migration, if not already selected

149 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA 8 Type the appropriate User name and Password. If you belong to domain, type <Domain name>\user name and Password. If you do not belong to domain, <ESISServer IP>\User name and Password. 9 Click Next. The Welcome to the Honeywell Experion PKS R4xx.x Migration Setup Wizard is displayed. 149

150 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA To start the migration application from a DVD 1 Insert the Experion PKS Installation media into the DVD drive. 2 If the Honeywell Experion PKS Installer screen does not appear, using Windows Explorer go to the browser folder on the Experion PKS Installation media and double-click on the cdbrowse.exe file. 3 On the Honeywell Experion PKS Installer screen, click Install/Migrate Experion PKS to begin the migration. The Welcome to the Honeywell Experion PKS R4xx.x Migration Setup Wizard is displayed. 4 Close the Honeywell Experion PKS Installer screen. To continue with the migration application 1 Click Next. The License Agreement page is displayed. 2 Read the License Agreement and then click I accept the terms in the License agreement

151 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA 3 Click Next. The Setup type of Node to migrate page is displayed. 151

152 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA 4 Click Yes, if you want to use the process control components after migration. 5 Click No, if you do not want to use the process control components after migration

153 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA 6 Click Next. The User and License Information page is displayed. 7 For Experion servers only: Type the Experion System Software details. If you want to install any licensed TPS components, click Yes and then type the TPS Components License details and then click Next. The Existing Packages Details page is displayed. 8 For Experion servers only: Click Browse and locate the Experion System Software license file. If you want to install any licensed TPS components, click Yes and then type the TPS Components License details and then click Next. The Existing Packages Details page is displayed. 153

154 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA 9 For Experion station only: Select Install Custom Algorithm Block (CAB) Developer (Visual Studio) only if you want to develop CAB blocks from scratch using Control Builder and Visual Studio software. 10 For Experion station only: If you want install PMD HMI extenstion features, then select PMD HMI Extension features?. 11 Click Next. The Experion Migration Storage Node and Advanced Migration Options page is displayed

155 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA a b c If you select Platform Hardware Change, by default Operating System Re-installation option is selected. If you select Operating System Re-installation only Operating System Re-installation option is selected. Verify the Select Drive to connect Network Folder list. In the Network Folder text box, click Browse and locate the EMSN node and the shared folder (for example, \\<IP address>\emsn>) or type the full path to the EMSN shared folder, in the format as per the following options. For Workgroup: \\<IP_address_of_EMSN_node>\<EMSN_shared_folder> For Domain: \\< Domain Name >\<EMSN_shared_folder> If you want to select EMSN folder from USB drive, click Browse and locate the EMSN folder. The User Name and Password options are disabled, if you select EMSN folder from USB drive. Type the User Name and Password to connect to the shared folder. If you have created a user account on the Windows domain for this purpose, type this user account and password. Otherwise, type the user name and password of an account with administrative privileges on the EMSN node. 12 After entering the information in the Experion Migration Storage Node information section, click Next. 13 If the following message is displayed after the EMSN information is validated, click OK to overwrite the existing data or click Cancel to re-enter the EMSN information. 155

156 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA 14 Click Next. The Security Password Entry page is displayed. Security Password shall be used to protect the secured data (Example: Windows User Accounts password) during the installation and will be discarded after completing the installation. 15 Type the Password and Confirm Password. 16 Click Next. The Installation Path Selection page is displayed

157 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA For custom installation path, click Change and provide appropriate custom installation path. For all node types, you can select the custom installation paths for the following components. Experion PKS Software Experion PKS Runtime Data Experion PKS SQL Logs The Experion PKS SQL Logs path is not applicable for Console (ES-C), Console station TPN connected (ES- T), Console Extension station (ESC-E), Flex station (ES-F), and Collaboration Station nodes. The Experion PKS Software, Experion PKS Runtime Data, and Experion PKS SQL logs can be placed on any hard drive in the system. However, the default path for Experion PKS Software and Experion PKS Runtime Data is <Custom Install Path selected drive>\<custom Install Path selected folder(s) \Honeywell. The path for Experion PKS SQL logs is \Honeywell\Experion PKS and you cannot change this path. For more information, refer to the Custom installation path section in scenario-specific migration guide and site-specific migration guide. 17 Click Next. The Experion Network Selection page is displayed with the network combinations as described in the following table. The network combinations depend on the node type. 157

158 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA Experion product node type Server (ESV) FTE Experion Process network options ControlNet(PCIC) ControlNet (Ethernet) Ethernet Server TPN Connected (ESVT) FTE Ethernet Server Client or Supervisory network options FTE Ethernet eserver None FTE Application Control Environment (ACE) Application Control Environment TPN Connected (ACE-T) Simulation Control Environment (SCE) FTE ControlNet(PCIC) No communication is required with controllers FTE No communication is required with controllers FTE Console Station (ES-C) FTE Console Station TPN Connected (ES-T) ControlNet(PCIC) No communication is required with controllers Ethernet FTE Ethernet Auxiliary network options RSLinx FTE RSLinx Ethernet FTE Ethernet FTE Ethernet FTE Ethernet Console Extension Station (ES-CE) None FTE LCNP4 K4LCN (with ETNI) None RSLinx LCNP4 K4LCN (with ETNI) RSLinx FTE None FTE LCNP4 Ethernet Flex Station None FTE Ethernet App Node(E-App) None FTE Ethernet Application Server (EAS) None FTE Ethernet K4LCN (with ETNI) None None LCNP4 K4LCN (with ETNI) None RSLinx option is applicable only if PCIC card is available on your system. RSLinx must be installed manually after completion of Experion migration. For more information, refer to Installing and restoring RSLinx Classic settings procedure. If you are planning for ETN migration, select K4LCN (with ETNI) option. Otherwise, select LCNP4 option. Tip During migration, you cannot change the Experion network selection. 18 Click Next to accept the Experion network selection. The FTE Bootp and NTP IP Address Configuration page is displayed

159 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA 19 This step is applicable only for servers. Verify the IP address configurations for FTE Bootp and NTP and click Click Next. The Feature and Options Selection page is displayed. 159

160 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA If you have selected the license with PMD enabled then you will have PMD HMI extension feature option available in Features and Options Selection

161 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA 20 Click Next to continue. 21 This step is for ACE, SCE, EHG, and console only. Verify the Server Name and click Next. 161

162 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA To proceed with system information collection 1 After the EMSN information is validated, the Experion Accounts Password Entry dialog box is displayed. For client nodes: For server nodes: You must assign the same LocalComServer password for the entire cluster. Record and store default LocalComServer password. If you have changed the password before starting migration, enter the assigned password. If you have not changed the password, use default password as the LocalComServer password

163 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA You must assign the same Local Com Server password for the entire cluster. The R3xx selection for the If your configuration requires the CDASP Service to logon using the mngr account, check this box check box, overrides any present user selection. That is, even if you select or clear this check box, the R3xx selection is taken forward for migrating to R Provide the appropriate passwords for all the accounts and click Next. If the password provided do not comply with the strong password criteria, the following message is displayed. 3 If you click Cancel to modify the password, migration is canceled. If want to continue with the weak password, click OK. The Summary page is displayed. 163

164 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA When migrating ControlNet-based systems, the following dialog box is displayed

165 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA 4 Verify the Experion PKS Software Installation Settings and click Install. 5 This step is applicable only for DVD-based migration. Click OK to continue with migration when the following message is displayed and go to 6. The RSLinx plug-in runs without an error message but does not automatically back up the activation file. You must save it manually. You must perform the following steps to manually save the activation file when prompted. 1. Select the drive where the activation files are located as From Drive and EMSN drive as To Drive (This selection is done automatically). 2. Click Move. 3. Click OK. 6 Click OK. The following dialog box is displayed. Tip The following dialog box may vary depending on the node type. 165

166 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA 166

167 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA The Plug-in execution continues till the end of Phase-I migration. 7 Click OK. In case of platform hardware change, shutdown and replace the existing machine with the target machine and make all the required physical connections. You are migrating Experion system with OS re-installation and no platform change using custom installation path, then ensure to perform the following: After the Phase 1 migration, when prompted for Experion PKS System Initialization media, click OK and then manually delete all the custom installation paths other than C drive after stopping all the Experion services from Experion PKS Services Control Panel. If you do not have any important data required in the drive, it is recommended to do a format of that drive. 8 Click Exit and close all the applications. 9 Do not perform this step, if you are using ESIS for migration. Remove the Experion Installation DVD from the drive. 10 Shutdown the computer and disconnect it from the network. If you plan to perform a migration with a platform hardware change and the new hardware is pre-installed with the operating system required for, perform Setting up a user account on page 170Setting up an user account procedure and the subsequent tasks. 167

168 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA 6.1 Installing the operating system without Experion PKS System Initialization media Honeywell-qualified platforms contain configurations and hardware components that are specific to the Honeywell configuration. For list of supported platforms, refer to the latest Experion PKS System Initialization media Software Change Notice. For information about software/hardware/firmware compatibility refer to the latest Experion Software Change Notice. Similar models purchased directly from some other manufacturer may not contain the same qualified hardware. In this case, use OEM installation method. Prerequisites The Operating System Certificate of Authenticity, which contains Product Identification number. Windows Server 2016 HPS OS reinstallation media For Windows 10. Windows 10 (64-bit) HPS OS reinstallation media Experion installation media. Experion PKS Installation media Experion PKS Support Software media The latest point release Experion Support Software is available as an ISO image on Honeywell Process Solutions website ( Use the ISO image content to create a DVD/media for installing the latest Experion point release. For extracting contents to a media, use ISO extraction software. For example, you can use Virtual Clone Drive software for extracting the contents to a media.. Microsoft Visual Studio for CAB Developer media. (optional, required only if CAB is selected). Experion Support and Maintenance media Microsoft SQL Server 2012 SP3 media Experion PKS with PMD controller media (optional) Perform the following based on the platform you are migrating. Dell Precision T5500 Workstation Install the Intel PCI-e Card in PCI-e x 8 Slot #1. Tip In all configurations, slot #1 is currently not used. A cable routes along slot #1 and this cable must be pushed back to install the Intel card. Dell PE SC1430 Server Computer (if you need to replace a Intel PRO 100 S Dual Server Card) in this platform it is recommended to Install the Intel PCI-e Card in PCI-e Slot # 1. Dell PE 1800 Server (replacing Intel PRO 100 S Dual Server Card Only) it is recommended to install the Intel PCI-e Card in PCI-e Slot # 2. Dell PE 310 Server Installing Windows 10 operating system 1 Insert the Windows 10 OS reinstallation DVD (Microsoft Windows 10 DVD) and restart the system. 2 Select the default Language to install, Time and currency format, and Keyboard or input method. Click Next. 3 Click Install Now. 4 Accept the Microsoft Software License Terms and click Next

169 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA 5 Select Custom (Advanced) install. 6 Choose Drive Options (Advanced). 7 Set up partitions. You can use Delete to remove any extra partitions that you may not want. If you want only one partition, delete all partitions first and then go to New->Apply which defaults to a single partition of the maximum size of your hard drive. 8 Select Format to format the partition and click Next. 9 Wait for the operating system installation to complete. 10 Set up the following system configuration information prompted by operating system. a b c d e f g Type User Name. Type Computer Name and click Next. Type Password, Confirmation Password, and click Next. Type your Windows product key and click Next. Click Use recommended settings. Select Time zone, Date, Time, and click Next. Select Public Network to complete the operating system installation. Installing Windows Server 2008 R2(64-bit) operating system 1 Insert Windows 2008 R2OS reinstallation DVD (Microsoft Windows 2008 R2 DVD) and restart the system. 2 Select the default Language to install, Time and currency format, and Keyboard or input method. Click Next. 3 Click Install Now. 4 If using MSDN or Dell OS media, enter Product Key (if you have one) or clear the check box - Automatically activate windows when I m online and click Next. A message, Do you want to enter your Product Key? is displayed. 5 Click No. If you are using embedded OS media, clear the check box - Automatically activate windows when I m online and click Next. 6 Select Microsoft Windows Server 2016 (Full Installation) X86, if prompted. 7 Select the check box I accept the license terms. and click Next. 8 Select Custom (Advanced) install. 9 Choose Drive Options (Advanced). 10 Set up partitions. You can use Delete to remove any extra partitions that you may not want. If you want only one partition, delete all partitions first and then go to New->Apply which defaults to a single partition of the maximum size of your hard drive 11 Select Format to format the partition and click Next. 12 Wait for the OS install to complete. 13 Type the password for Administrator. 14 If you have skipped entering the product key, enter the MSDN product key in the activation window of the OS and then follow the on-screen instructions. For Windows Server 2008 R2 (64-bit), you must assign the machine name manually. 169

170 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA 6.2 Setting up a user account To set up an user account 1 Create a local account using a name of your choice as follows: a b c d Tip The account must be a member of only the Local Administrators group and not a member of any of the Honeywell groups that are created by the Experion security package. In the left pane, select Local Users and Groups, and click Users folder. In the right pane, from Users click More Actions > New User. The New User dialog box is displayed. Specify the user name and password and select the Password Never Expires check box. Click Create. The new user account is created. 2 Disable the standard Windows Administrator account. 3 Assign Administrator privileges to the new user account. a b c d Right-click the newly created user, and choose Properties. In the Member of tab, click Add. The Select Groups dialog box is displayed. Enter the name of the user/group and click OK in the Select Groups dialog box. Click OK in the Member Of tab. 4 Log off and then log on using the created account

171 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA 6.3 Performing Windows 2016 (64 bit) specific tasks To enable SNMP services 1 Choose Start > Windows Administrative Tools > Server Manager > Features. 2 Click Add Features. 3 Enable SNMP services. 4 Click Next. After installation is completed, a message to restart the system is displayed. 5 Restart the system. To enable hyper threading (logical processor) feature in BIOS 1 Press F2 while system is rebooting, to enter the BIOS setup. Tip Perform only on PE1800 and PE2850 computers. 2 Enable hyper threading feature in BIOS. To change the server name (OS - Windows Server 2016 (64 bit)) 1 Go to Run and type SystemPropertiesComputerName.exe. 2 Click Change. 3 In the Computer Name field, enter the server name. 4 Click OK. A message, Before restarting, save any open files and close all programs is displayed. 5 Click OK. 6 Click Close to close the System Properties dialog box. 7 Click Restart Now. 171

172 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA 6.4 Installing Intel and Broadcom NIC adapters To manually install and set up the Intel network driver and PROSet software for Intel NICs participating in FTE on Windows Server 2016 (64 bit) 1 Ensure that you have Dual port network adapter for FTE configuration. 2 Insert the Intel NIC driver DVD and browse to the folder \Packages\Drivers\Network\Intel PRO Network Adapter for Pro 100MT\APPS\PROSETDX\Win32. For installing Intel Pro 100 PT network driver, use the path Packages\Drivers\Utility\Server Double-click DxSetup.exe. 4 Follow the instructions on the installation wizard, until the following screen appears. 5 Select Intel(R) Network Connections SNMP Agent option. Click Next through Finish to complete the installation of Intel network driver and PROSet software. In Windows 2016 Server when you select Intel(R) Network Connections SNMP Agent, the message The Microsoft SNMP Service is not installed. Please install it and run the Setup program again. may appear. If this message is displayed, you must cancel the installation of the network driver and install the SNMP service first. To install the SNMP service, perform the below procedure. To install the SNMP service 1 Go to Start and right-click Computer. 2 Select Manage to open the Server Manager and click Features. 3 Right-click Features, and select Add Features to open the Add Features wizard

173 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA 4 Select SNMP Services in the Select Features window. 5 Click Next. 6 Click Install in the Confirm Installation Selections window. 7 Click Close in the Installation Results window. 8 Perform the procedure To manually install and set up the Intel network driver and PROSet software for Intel NICs participating in FTE on Windows Server 2016 (64 bit) on page 172 To manually install and set up the Intel network driver and PROSet software for Intel NICs participating in FTE on Windows Server 2016 to continue with the network driver installation. To manually install the Intel network driver and PROSet software for Intel NICs participating in FTE on Windows 10 1 Insert the Intel NIC driver DVD and browse to the folder \Packages\Drivers\Network\Intel PRO Network Adapter\WINDOWS7\APPS\PROSETDX\Win7_32. For installing Intel Pro 100 PT network driver, use the path Packages\Drivers\Utility\WINDOWS7. 2 Double-click DxSetup.exe. To manually install the Broadcom network driver for Broadcom NICs participating in FTE 1 Insert the Broadcom NIC driver DVD and browse to the folder \Packages\Drivers\Network\Broadcom BCM5708C NetXtreme. Dual port Broadcom NIC is integrated on all PE 29xx servers, and you can use these ports for FTE. 2 Double-click Setup.exe. 3 Follow the instructions on the wizard to complete the installation. 173

174 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA 6.5 Restoring Windows network configuration settings The Windows network configuration settings for this system may not be saved or restored during migration. You may need to restore them while changing the operating system as part of the migration (product hardware change, operating system install, or operating system reinstall ) process. To restore the Windows network configuration settings 1 Obtain the printout or log of the configuration settings recorded before migrating the server. For more information, refer to the Recording Windows network configuration settings on page 14 Recording the Windows network configuration settings section. You may have to reconfigure these settings after migrating the node. 2 Enter the configuration values in the appropriate Windows dialog box. 3 Remap the paths to network drives previously configured on the system

175 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA 6.6 Verifying the Windows network configuration settings You must verify the restored Windows network configuration settings. To verify the Windows network configuration settings. 1 Choose Start > Programs > Accessories and then right-click Command Prompt. 2 Select Run as administrator. 3 Type the User Name and Password of the account which has administrator privileges. 4 To verify the restored Windows network settings, type the following command. For example, ping <EMSN machine IP>. If the reply packets are not received from the destination node, then recheck the Windows network configuration settings or call TAC. 175

176 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA 6.7 Setting up screen resolution and color quality To set up screen resolution and color quality for operating system 1 Click Start > Windows System > Control Panel. The Control Panel dialog box is displayed. 2 Double-click Personalization. 3 Click Appearance and Personalization, and in Display, select Adjust Resolution. 4 Select the resolution as 1280x1024 (recommended) from the drop-down list. Or Move the slider to the resolution required. Ensure that the resolution is at least 1024x768 or higher. 5 Click Apply. 6 Click Keep changes to retain the new resolution. 7 Click Advanced Settings and click the Monitor tab. 8 From the Colors drop-down list, select color as Highest (32 bit). 9 Click Apply and OK. 10 Close the Display window. To set up screen resolution and color quality for operating system 1 Click Start > Windows System > Control Panel. The Control Panel dialog box is displayed. 2 Click Appearance and Personalization, and in Display, select Adjust Resolution. 3 Select the resolution as 1280x1024 (recommended) from the drop-down list. Or Move the slider to the resolution required. Ensure that the resolution is at least 1024x768 or higher. 4 Click Apply. 5 Click Keep changes to retain the new resolution. 6 Click Advanced Settings and click the Monitor tab. 7 From the Colors drop-down list, select the color as True Color (32 bit). 8 Click OK. 9 Click Yes to confirm the color quality change, and click OK. 10 Close the Display window

177 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA 6.8 Removing NIC adapters Perform this procedure on server and client systems. To remove NIC adapters 1 Go to Run and type devmgmt.msc. 2 Select Views and check Show hidden devices. 3 Expand network adapters. 4 Right-click 6O4 adapter and click Uninstall. 5 Right-click ISATAP <adapter name> network adapters and click Uninstall. 177

178 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA 6.9 Setting up and verifying NIC adapters Migration can fail because of the mismatch of the link speed and duplex settings between NIC adapters and switch ports. This is typically 100 Mbps full duplex. Perform the following procedure to update NIC driver from an existing FTE node, verify the network physical properties, and verify/update link speed and duplex settings. Tip For more information, refer to the Verify/change physical adapters settings section in the Fault Tolerant Ethernet Installation and Service Guide. Prerequisites Ensure that you always install the NIC adapter drivers from Experion PKS System Initialization media. For information about NIC adapter drivers, refer to the latest Experion Support Media Software Change Notice. 1 Perform the following: 2 Right-click one of the FTE network connections (Yellow or Green) and choose Properties. The User Account Control dialog box is displayed. 3 Click Continue. Verify the Adapter Yellow/Green Properties window. 4 In the Networking tab, select Configure. 5 In the Advanced tab, perform the following procedure for Broadcom and Intel adapters. Broadcom adapters a b c d Large send Offload V2 (IPV4) = Disabled. Large send Offload V2 (IPV6) = Disabled. Speed & Duplex = 100Mb Full Duplex. Receive Side Scaling = Disabled. Intel adapters a b c d e Jumbo Packet verify/change the value to Disabled. Large Send Offload (IPv4) verify/change the value to Disabled. Large Send Offload (IPv6) verify/change the value to Disabled. Receive Side Scaling verify/change the value to Disabled. Link Speed Tab and verify/change the value to 100Mbps/Full Duplex. 6 Click OK. 7 Click Close from the Adapter Properties window. 8 Repeat this procedure for the second adapter

179 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA 6.10 Configuring the Internet Explorer security This procedure ensures that the platforms connect to the ESIS for migration, and connect to the EMSN during the migration. To configure the Internet Explorer security 1 Open Internet Explorer, and choose Tools > Internet Options. 2 Click the Security tab, and then click Local intranet. 3 Click Sites and then click Advanced. The Local intranet dialog box is displayed. 4 Skip step 5 and 6 if you are using ESIS and EMSN from USB. 5 If you are using an network EMSN for migration: a b In the Add this website to the zone box, enter the EMSN machine's IP address as file://<ip address of EMSN machine>. For example, file:// Click Add. 6 If you are using an network ESIS for migration: a b In the Add this website to the zone box, enter the ESIS machines's IP address as file://<ip address of ESIS machine>. For example, file:// Click Add. 7 If you are using an USB ESIS or EMSN for migration: a In the Add this website to the zone box, enter the drive letter as file:\\<driveletter>. For example, file:\ \Z. 179

180 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA b Click Add. 8 To close the Local intranet dialog box, click Close. 9 In the Internet Options dialog box, click OK. 10 Close the Internet Explorer

181 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA 6.11 Add a node to a Windows domain If you require your computer to be added to a Windows domain, perform the following procedure. Prerequisites You must have a Windows domain controller installed and operational. You must have an operational DNS server. The node being added should have DNS. To add a node to a Windows domain 1 Click Change Settings. The System Properties dialog box is displayed. 2 On the Computer Name tab, click Change. The Computer Name Changes dialog box is displayed. 3 Click the Domain option button, and then type the name of the domain. 4 If prompted, type the user name and the password of the domain administrator account, and then click OK. The computer registers with the domain. This may take several seconds. 5 Click OK to acknowledge the message, and then restart the computer. 6 Log on to the computer using a Windows account with local administrator rights. 181

182 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA 6.12 Verifying the hardware drivers Verify that the appropriate hardware drivers are installed and check if they are the latest version. Note Do not install LCNP driver, PCIC driver, and IKB/OEP keyboard driver. These drivers are installed as part of Experion installation

183 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA 6.13 Restoring the Host file To set up Host file 1 Browse to the EMSN folder and select Honeywell Experion PKS > Migrate > <Migrated node folder>system. 2 Copy the Host file. 3 Restore the Host file at C:\Windows\system32\drivers\HOSTS. 183

184 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA 6.14 Changing the firewall settings To change the network settings from public to private 1 Perform the following steps based on the operating system. 2 From the left pane, select Turn Windows Firewall on or off. 3 From Home or Work (private) network location settings, select Turn on Windows Firewall and then click OK

185 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA 6.15 Setting the binding order and LAN metric To set the binding order 1 Click Manage network connections link under Tasks. The Network Connections window is displayed. 2 Select Advanced > Advanced Settings. The Advanced Settings dialog box is displayed. 3 Under Connections, sequence the FTE Yellow first and FTE Green second using the arrows available next to Connections section and then click OK. To set the LAN metric 1 Click Manage network connections link under Tasks. The Network Connections window is displayed. 2 Right-click FTE Yellow and click Properties. The FTE Yellow Properties dialog box is displayed. 3 On the Networking tab, under This connection uses the following items:, select Internet Protocol Version 4 (TCP/IPv4). 4 Click Properties. The Internet Protocol Version 4 (TCP/IPv4) Properties dialog box is displayed. 5 Click Advanced. The Advanced TCP/IP Settings dialog box is displayed. 6 Clear Automatic metric check box and set the Interface metric as 1 for the yellow link. 7 On the Network Connections window, right-click FTE Green and click Properties. The FTE Green Properties dialog box is displayed. 8 Repeat steps 4 through 6. 9 Clear Automatic metric check box and set the Interface metric as 5 for the green link. 10 Click OK and close all the dialog boxes. 185

186 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA 6.16 Completing the Experion node migration Prerequisites After completing the operating system installation, perform the following steps to continue with the Experion migration. Install virus protection software on the computer before connecting it to the network. Do not enable virus detection until Experion software installation is completed. When prompted, be sure to enter the same mngr password that was used at the beginning of the migration checklist. Ensure that you start migration with local account that has local administrator and product administrator privileges. For ESIS-based migration (where ESIS is accessed over a network) ensure the following: The network link speed on the node being migrated must match the link speed on the switch to which the node is connected (link speed is 100Mbps full duplex for an FTE-based network). You must add EMSN path to the IE trusted site if you are migrating from ESIS network. Ensure that the login account for ESIS node and the node that is migrated is same. Delete the previous releases custom installation path other than C drive and proceed with migration. This avoids migration failure in custom installation path. To start the migration application for ESIS-based migrations from a USB drive 1 Insert the USB pen drive or removable hard drive into the system. 2 Browse to the ESIS repository location in the USB pen drive/removable hard drive. 3 Double-click setup.exe at the root of the ESIS repository path. 4 On the ESIS Welcome screen, select Product Migration, if not already selected. 1 After phase I migration, the following message is displayed. 2 Click No. To start the migration application for ESIS-based migrations from a network share 1 To connect to the ESIS repository, type \\<ESISServer IP>\<ShareName> in the Windows Run dialog box (choose Start > Run). 2 Press ENTER. 3 If prompted for Windows credentials, perform the following: a b c Type the <Domain Name>\User name and Password if you belong to a domain and if you have access permissions. Type the<esisserver IP>\User name and Password if you belong to a workgroup and if you have access permissions. Clear the Remember Password check box

187 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA Ensure that you have same login (either domain or workgroup) for both ESIS and the migrating nodes. If you enter incorrect credentials, an error occurs after the first reboot of Experion installation or migration. Then, you have to enter the correct credentials to connect to the ESIS share. 4 Double-click the setup.exe at the root of the \<ShareName>. 5 If prompted for user account control, click Allow. 6 If you are prompted for the Windows credentials, perform the following: a b c Type the <Domain Name>\User name and Password if you belong to a domain and if you have access permissions. Type the <ESISServer IP>\User name and Password if you belong to a domain and if you have access permissions. Clear the Remember Password check box. 7 On the Welcome to ESIS Tool screen, select Product Migration, if not already selected. 8 Type the appropriate User name and Password. If you belong to domain, type <Domain name>\user name and Password. If you do not belong to domain, <ESISServer IP>\User name and Password. 9 Click Next. The Welcome to the Honeywell Experion PKS R4xx.x Migration Setup Wizard is displayed. 187

188 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA To start the migration application from a DVD 1 Insert the Experion PKS Installation media into the DVD drive. 2 If the Honeywell Experion PKS Installer screen does not appear, using Windows Explorer go to the browser folder on the Experion PKS Installation media and double-click on the cdbrowse.exe file. 3 On the Honeywell Experion PKS Installer screen, click Install/Migrate Experion PKS to begin the migration. The Welcome to the Honeywell Experion PKS R4xx.x Migration Setup Wizard is displayed. 4 Close the Honeywell Experion PKS Installer screen. To complete the operating system updates 1 On the Honeywell Experion PKS Installer screen, click Install/Migrate to start the Migration Application and continue migration. If using ESIS, a Security Warning dialog box may appear. Click Run. 2 Click Close on the Experion PKS Installer screen. 3 Perform one of the following: Option If migration application continues automatically, skip to step5 Description 188

189 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA Option If the following dialog box appears Description Read the message in the dialog box and select Continue Migration. 4 Click Next. The Migration application continues the migration. 5 Map a path to the EMSN by entering the information in the following dialog box. a Select a Drive letter which is unused, from the Select Drive to connect Network Folder combo box. This creates a mapped drive to the EMSN where the backup data is stored for the system under migration. 189

190 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA You must use the same mapped drive throughout migration. b Enter the full path of the share folder which was created before the start of migration in the Network Folder text box. Tip For example, <<IP Address of a Flex Station>>\<<EMSN>>. If using the domain controller as the EMSN, use the following format: <<domain_name>>\<< user_name>> c d Enter a user-defined User Name to connect to the shared folder. Enter a user-defined Password to connect to the shared folder. After the system information is retrieved, the Migration Application then installs the operating system updates automatically (Platform Updates), if applicable. Screen messages describe the operations during this step. Some platform updates require reboots. When the updates are complete, the Migration Application retrieves data from the EMSN. (Pre-Install Migration of Data) Tip During Experion installation, the prior system configuration is migrated forward. A number of dialog boxes appears where most options are grayed out and not selectable. Use the online help, by clicking Help, for a description of these options. If you are not sure of the selections available to you, do not continue and contact Honeywell TAC. If a failure occurs during Experion migration, the failure is identified as either a critical failure or an optional failure. See the troubleshooting section for more information on error messages. To continue with the Experion migration 1 Insert the Experion PKS Installation media. The Experion installation starts with the following dialog box

191 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA 2 Insert the Experion PKS System Initialization Updates media. 3 Insert the Microsoft SQL Server media. After SQL installation is complete, you are prompted for the Experion PKS Installation media. 4 If you are not using ESIS, you are prompted to insert the Experion Support and Maintenance media. After ESM installation is complete, you are prompted for the Experion PKS Installation media. 5 Insert the Microsoft Visual Studio 2012 SP1 CAB Developer media. After CAB installation is complete, you are prompted for the Experion PKS with PMD controller media. 6 You are prompted for Experion PKS with PMD controller media, only if you have selected PMD as an optional feature. 7 If you are not using ESIS, the message The Support software DVD is required to continue the install. Insert the Support software DVD into drive (source drive letter) and click Yes to continue or Press No to terminate is displayed. 8 Insert the Experion PKS Support Software media. 9 After the system installation is complete, click Yes to restart the system. 10 Logon to the node with the same user account details entered in Operating System Configuration page. 11 If using the ESIS for migration, remove network drive mapping. Do not open Configuration Studio from cluster nodes before attaining dual primary state. 191

192 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA 6.17 Run Link Domain Groups If the node is a member of a domain in which Experion High Security Policy is installed, perform the following procedure. Prerequisites Log on using an account with local Windows or Domain administrator credentials. If you are not using administrator credentials, you are prompted for administrator credentials. To run Link Domain Groups 1 Update the Experion High Security policy on the domain controller. To Update Experion High Security policy, refer to Installing the Domain Controller package Installing the domain controller package. Return to this procedure after completing the domain controller installation and continue with the next step. Ensure that the domain controller package is installed on domain controller before running the link domain on the migrated nodes. 2 Select Run as administrator. If User Account Control dialog box is displayed, enter the credentials for the account which has Administrator privileges. The Link Domain Groups dialog box is displayed. 3 Select the Details check box if any errors are indicated. 4 Click OK

193 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA 5 Restart the system. 193

194 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA 6.18 Changing the time zone The server time and time zone settings must remain consistent during migration. However, it may be necessary to reset the time zone settings during some migration scenarios because of the recent global time zone adjustments. After migration, verify the time zone settings on the server and client nodes to ensure that they are the same and set the time zone if necessary. This must be performed before server synchronization for the dual primary state and reestablishing server redundancy. To change the time zone 1 Click the time and date displayed in the taskbar. 2 Click Change date and time settings. The Date and Time dialog box is displayed. 3 Click Change time zone. 4 Select the correct Time zone and click OK. 5 Click Apply and then click OK. Do not change the time zone settings during migration

195 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA 6.19 Reconfiguring Remote Peripheral Solution If you have RPS installed on your system, before migration it needs to be reconfigured. To reconfigure RPS, refer to the following appropriate guides. Experion R432.x RPS Migration Guide for Extio 1 Experion R432.x RPS Migration Guide for Extio 2 Wyse R10L Remote Peripheral Solution Installation Instructions Guide Remote Peripheral Solution Installation Kit Instructions EXTIO2 Remote Peripheral Solution Installation Kit Instruction 195

196 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA 6.20 Local Windows groups and local user accounts CAUTION If the operating system installed or the hardware platform is changed, all custom local user groups, custom local user accounts and any user-defined security policies (such as access control lists on files and directories) are not saved during an an Experion migration. For more details on setting up user accounts, refer the Network and Security Planning Guide. Note that Experion standard local groups, user accounts, and policies are saved and restored to the system by Experion Migration. During Experion installation, user accounts with user permissions to access Experion software are not created. User accounts have to be created and assigned with Experion privileges. To use Experion, you must create at least one user account for each Experion role. Preferably, you must create one user account per user of Experion and assign each account either to single or multiple roles. You must not create an user account with both Experion user role and Windows System Administrator role. The R432.x Experion standard local groups include the following: Product Administrators (which replaces Honeywell Administrators from past releases) Local Engineers Local Supervisors Local Operators Local Ack View Only Users Local View Only Users Local DSA Connections Local Servers (which in R432.x limits the account for use by services/servers only) Local Secure Comms Administrator Tip Product administrators are responsible for system-wide settings, starting and stopping services, and other Windows applications operations that sets up Experion. In general, product administrators are not either engineering or operational personnel, and must have very little process access. The Experion standard local accounts include the following: LocalComServer mngr SecureCommsSvc Tip These accounts are used only by services/servers and are not allowed to be used interactively

197 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA 6.21 Return to the task that brought you here You must return to the Choosing the migration method task in the node migration chapter that brought you to this chapter and continue with the remaining tasks. 197

198 6 MIGRATING EXPERION NODE ACE, OR SCE) AND INSTALL OS WITHOUT INITIALIZATION MEDIA 198

199 7 Migrating Experion systems in a virtualized environment Experion migrations are supported in a virtualized environment. Within a virtualized environment, Experion migration functions perform the same as in a physical environment. Migrating from a physical system to virtual machines is considered a platform hardware change. The Experion Migration Planning Guide and the individual scenario-specific migration guides should be used for migrating Experion systems to or within a virtualized environment. There may be additional consideration noted in the migration checklists. SCADA interfaces that require a third party interface card are not supported in a virtualized environment. Where ever possible, a terminal server should be used to interface to non-ethernet based devices. For example, a terminal server should be used to interface a Serial PLC into the virtualized environment. T-nodes and ControlNet (with PCIC cards) are not supported in a virtualized environment. You have read the Experion Software Change Notice (SCN) These books contain last-minute information that was not included in the standard documents. You must read them to find out whether they contain any migration-related information that is applicable to the system you are migrating. You have the required Experion PKS Installation media. You have the required Experion PKS System Initialization media. You have the required Experion PKS Support Software media. The latest point release Experion Support Software is available as an ISO image on Honeywell Process Solutions website ( Use the ISO image content to create a DVD/media for installing the latest Experion point release. For extracting contents to a media, use ISO extraction software. For example, you can use Virtual Clone Drive software for extracting the contents to a media. You have the Operating System Certificate of Authenticity, which contains Product Identification number. The Experion node meets the hardware requirements to support this Experion release. For more information, refer the Software/Hardware/Firmware Compatibility section in the Software Change Notice (SCN). If you are using the Experion Software Installation Server (ESIS) to perform migration, ensure that you have properly created the ESIS share. Some Honeywell and third-party applications and programs that are not integrated with the Experion PKS Installation media are not migrated forward. You must follow the instructions during the migration procedure and perform the migration of the applications manually. When prompted, ensure to type the same mngr password that was used at the beginning of the migration checklist. The number of network interface ports in the new platform must equal the number installed in the existing platform. Ensure that you manually copy the custom reports located at C:\ProgramData\Honeywell\Experion PKS \Server\user folder to EMSN shared folder before starting the migration. Getting oriented with Status Display 199

200 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT The Status Display is the page displayed during installation of Experion. The following is an illustration of the Status Display page (image shown below is for reference only). The Status Display page consists of the following elements. Task pane: The Task pane displays the list of tasks in the sequence in which they are performed. The tasks can be classified based on user interaction requirements as following: Automated tasks - do not require any user intervention. Tasks requiring user intervention before the task - indicated with a blue background and an asterisk before the task title. Usually occurs before a media swap step. Tasks requiring user intervention after the task - indicated with a blue background and an asterisk after the task title. Usually occurs at the end of the installation or at the end of Phase 1 of migration to indicate that you must click a button (Yes/No/Cancel) after completing the task. Data pane: The Data pane consists of the following sections. Current step section - displays the time details of the task in-progress. Overall progress section - displays the time details of the tasks that have been performed. Next user interaction section - displays the approximate time when the next user interaction is required. If you are multitasking, this would help you plan your tasks. Message section - displays the details of what action is required for the next user interaction. The time details displayed, such as, the time remaining for the current task in progress, the overall installation time remaining, and the time when the next user interaction is required, are all approximate values. The results may vary. Understanding Custom installation path Starting Experion R410, installation is supported on custom installation path. This feature is introduced to allow control on the path where Experion is installed and the location where the runtime files and SQL logs are stored

201 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT Before you choose custom installation paths for Experion, verify that there are no interoperability issues with any non-experion applications/packages that depend on the path where Experion software, runtime files or SQL logs are stored. All nodes in the cluster must use the same custom installation path. You can select the custom installation path for the following components. Experion software: This consists of deliverable that are part of Experion installer and third-party software. Experion runtime data: This consists of all the files and folders available at C:\ProgramData\Honeywell\ path for the Experion release and the Experion SQL databases. Following files belong to this category. Runtime data Experion created SQL data files Experion SQL logs: This consists of SQL database log files generated during installation. The custom installation path is appended to <>Vendor\Product Name<>. For example, Honeywell Experion features is <Component> Honeywell\Experion PKS\(Function-specific path) where, <Component> is user selected software path/runtime data path/sql logs path. The custom installation path option is not supported for the following components. These components are installed in the default path. Component Shared software across different Honeywell products Shared software across different vendors Default path % CommonProgramFiles %\Honeywell\ % CommonProgramFiles% The following table describes the default path and custom installation path format for the components that support custom installation paths. Component Default path Custom installation path Experion software Experion runtime data Experion SQL logs C:\Program Files (x86)\honeywell C:\ProgramData \Honeywell C:\ProgramData \Honeywell %User selected path% \Honeywell %User selected path% \Honeywell %User selected path% \Honeywell Considerations for custom installation paths Ensure that you adhere to the following guidelines for choosing the custom installation path. All nodes in the cluster must use the same custom installation paths. Custom installation paths can not be changed post installation. Experion software, Experion runtime data, and Experion SQL logs must have different directory and subdirectory custom installation paths. The Experion SQL logs custom path can be a subdirectory of the Experion runtime data custom path. However, the Experion runtime data custom path cannot be a subdirectory of the Experion SQL logs custom path. The Experion Software path cannot be a subdirectory of Experion SQL logs path or vice-versa. On a 64-bit platform, the custom installation path for Experion software can be C:\ProgramFiles or a subdirectory of C:\ProgramFiles. However, the software is placed in the C:\ProgramFiles(x86) path. 201

202 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT The custom installation path must not begin with the following paths. C:\ProgramData (Experion software) C:\Program Files (x86) and C:\Program Files (Experion runtime data and Experion SQL logs). C:\Program C:\Windows C:\Users C:\Documents and Settings The folder names within the path supports space ( ), hyphen (-) and underscore (_) special characters. While specifying the custom installation paths in the Dialog Manager, any space entered before or after the custom installation path is automatically removed. Only the path C:\Program Files (x86), supports the use of opening and closing braces ( ). The exact representation of this path along with the space requirements is C:\Program<space>Files<space>(x86). No variant of this representation (missing space or a different drive - refer examples) and no other path allow opening and closing braces. Following are some examples of paths that do NOT allow braces. C:\Test (custom install path) C:\Test<space> (custom install path) C:\Program Files(x86) D:\Program Files<space>(x86) You must enter only a single letter for the drive/path. For example, D:. The maximum path length of the custom installation path folder is 50 characters. If the specified drive/path does not exist, an appropriate error message appears, and you can modify the drive name. Ensure that the Microsoft Windows 7 Professional (64-bit) and Microsoft Windows Server 2008 R2 Standard operating system is installed on the C: drive. Custom installation path is supported on local drives only. It does not support network drives or removable drives. If optional features are already installed on your system, ensure that you provide the same path for Experion installation. Local drive(s) selected for the custom installation path(s) must not be compressed. The Experion files and folders created within the custom installation path folder have Experion specific security permissions assigned to them. This is to ensure that others users, apart from the System Administrator do not access or modify the content within these folders. For example, if D:\Experion\Programs, D:\Experion\Data, and D:\Experion\SQLLogs are the custom installation paths for Experion software, Experion runtime data, and Experion SQL logs respectively, the Experion security is specified on the following directories. D:\Experion\Programs\Honeywell D:\Experion\Data\Honeywell D:\Experion\SQLLogs\Experion PKS\Honeywell Hence, the Honeywell folder within D:\Experion\Programs, D:\Experion\Data, and D:\Experion \SQLLogs paths is assigned Experion specific security permissions. Additionally, ensure that you do not have other data in this path. Ensure that you provide required access permissions to the custom installation path folders. The Experion software custom path must have the access permissions as Program Files (x86) folder. The Experion runtime and Experion SQL log custom paths must have the access permission ProgramData folder

203 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT The following table describes the list of Honeywell folders/files that do not support the custom installation path. Media/package Installation path Comments Init Media folder Shared Software ErrLog1.txt Crystal Report merge module folders C:\ProgramData\Honeywell \Install\Init Media\ C:\Program Files(x86)\Common C:\ProgramData\Honeywell \Experion PKS\ErrLog_1.txt C:\css C:\html C:\images C:\jss C:\prompting This folder is created by Experion PKS System Initialization media, and is used for maintaining logs and configuration files. These files are only created during install time, not accessed during runtime. Common files shared across the software. Refer to the ErrLog(s) maintained at the custom installation path location. These folders are created for Crystal reports during runtime. The following list describes the third-party packages that do not support custom installation paths. Adobe Reader Microsoft.NET Framework 4.5 Client Profile Microsoft.NET Framework 4.5 Extended Microsoft.NET Framework 4.5 Multi-Targeting Pack Microsoft Silverlight Microsoft SQL Server (Note: SQL databases and logs support custom installation paths) Microsoft SQL Server Compact 4.0 SP1(Note: SQL databases and logs support custom installation paths) Microsoft Visual C++ Redistributable Microsoft Visual C++ x86 Redistribuatable Microsoft Visual Studio 2012 Professional Microsoft Visual Studio 2012 Remote Debugger Microsoft Visual Studio 2012 Service Pack 1 Redhat (Redhat GNU C++ compiler for CAB) RSLinx Classic Sentinel Protection Installer SYCON.net Honeywell EPKS Internet Explorer 11 Microsoft.Net Framework SQL XML 4.0 SP1 203

204 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 7.1 Implement new virtual infrastructure To implement new virtualized infrastructure, refer to the following sections in the Experion PKS Virtualization Planning and Implementation Guide. 1. Planning the virtualization environment. 2. Planning and implementing the required networks. 3. Preparing the VMware environment

205 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 7.2 Prepare the ESIS virtual hard disk To prepare the ESIS virtual hard disk, refer to the following sections in Software Installation User's Guide. Creating the ESIS virtual hard disk Installing ESIS on the ESIS virtual hard disk Creating the master ESIS virtual hard disk 205

206 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 7.3 Preparing the utility virtual hard disk To prepare the utility virtual hard disk, refer to the following sections in Software Installation User's Guide. Creating the utility virtual hard disk Creating the Experion System Initialization media configuration files for Experion installations Preparing the utility virtual hard disk to include third-party applications Creating the master utility virtual hard disk 206

207 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 7.4 Maintenance of ESIS and utility virtual hard disks To maintain ESIS and utility virtual hard disks, refer to the Renaming the master ESIS and/or Utility virtual hard disks section in Software Installation User's Guide. 207

208 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 7.5 Choosing the migration method for moving to virtualized environment If You are migrating physical Experion systems to a virtualized environment You are migrating virtual Experion systems within a virtualized environment then Migrating physical Experion systems to a virtualized environment on page 209 Migrating physical Experion systems to a virtualized environment Migrating virtual Experion systems within a virtualized environment on page 243 Migrating virtual Experion systems within a virtualized environment 208

209 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 7.6 Migrating physical Experion systems to a virtualized environment This topic describes how to migrate an Experion node to a virtualized environment. You must install the operating system if you are performing the following: Migrating Experion node to a virtualized environment Migrating to an Experion release that requires an operating system upgrade. Tip If you need to stop the migration application during this migration procedure, you can restart the application from the point where it was stopped. see Restarting the Install Sequencer on page 282Restarting the Install Sequencer Starting the migration To start the migration application for ESIS-based migrations from a USB drive 1 Insert the USB pen drive or removable hard drive into the system. 2 Browse to the ESIS repository location in the USB pen drive/removable hard drive. 3 Double-click setup.exe at the root of the ESIS repository path. 4 On the ESIS Welcome screen, select Product Migration, if not already selected. To start the migration application for ESIS-based migrations from a network share 1 To connect to the ESIS repository, type \\<ESISServer IP>\<ShareName> in the Windows Run dialog box (choose Start > Run). 2 Press ENTER. 3 If prompted for Windows credentials, perform the following: a b c Type the <Domain Name>\User name and Password if you belong to a domain and if you have access permissions. Type the<esisserver IP>\User name and Password if you belong to a workgroup and if you have access permissions. Clear the Remember Password check box. Ensure that you have same login (either domain or workgroup) for both ESIS and the migrating nodes. If you enter incorrect credentials, an error occurs after the first reboot of Experion installation or migration. Then, you have to enter the correct credentials to connect to the ESIS share. 4 Double-click the setup.exe at the root of the \<ShareName>. 5 If prompted for user account control, click Allow. 6 If you are prompted for the Windows credentials, perform the following: a b c Type the <Domain Name>\User name and Password if you belong to a domain and if you have access permissions. Type the <ESISServer IP>\User name and Password if you belong to a domain and if you have access permissions. Clear the Remember Password check box. 7 On the Welcome to ESIS Tool screen, select Product Migration, if not already selected. 209

210 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 8 Type the appropriate User name and Password. If you belong to domain, type <Domain name>\user name and Password. If you do not belong to domain, <ESISServer IP>\User name and Password. 9 Click Next. The Welcome to the Honeywell Experion PKS R4xx.x Migration Setup Wizard is displayed

211 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT To start the migration application from a DVD 1 Insert the Experion PKS Installation media into the DVD drive. 2 If the Honeywell Experion PKS Installer screen does not appear, using Windows Explorer go to the browser folder on the Experion PKS Installation media and double-click on the cdbrowse.exe file. 3 On the Honeywell Experion PKS Installer screen, click Install/Migrate Experion PKS to begin the migration. The Welcome to the Honeywell Experion PKS R4xx.x Migration Setup Wizard is displayed. 4 Close the Honeywell Experion PKS Installer screen. To continue with the migration application 1 Click Next. The License Agreement page is displayed. 2 Read the License Agreement and then click I accept the terms in the License agreement. 211

212 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 3 Click Next. The Setup type of Node to migrate page is displayed

213 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 4 Click Yes, if you want to use the process control components after migration. 5 Click No, if you do not want to use the process control components after migration. 213

214 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 6 Click Next. The User and License Information page is displayed. 7 For Experion servers only: Type the Experion System Software details. If you want to install any licensed TPS components, click Yes and then type the TPS Components License details and then click Next. The Existing Packages Details page is displayed. 8 For Experion servers only: Click Browse and locate the Experion System Software license file. If you want to install any licensed TPS components, click Yes and then type the TPS Components License details and then click Next. The Existing Packages Details page is displayed

215 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 9 For Experion station only: Select Install Custom Algorithm Block (CAB) Developer (Visual Studio) only if you want to develop CAB blocks from scratch using Control Builder and Visual Studio software. 10 For Experion station only: If you want install PMD HMI extenstion features, then select PMD HMI Extension features?. 11 Click Next. The Experion Migration Storage Node and Advanced Migration Options page is displayed. 215

216 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT a b c If you select Platform Hardware Change, by default Operating System Re-installation option is selected. If you select Operating System Re-installation only Operating System Re-installation option is selected. Verify the Select Drive to connect Network Folder list. In the Network Folder text box, click Browse and locate the EMSN node and the shared folder (for example, \\<IP address>\emsn>) or type the full path to the EMSN shared folder, in the format as per the following options. For Workgroup: \\<IP_address_of_EMSN_node>\<EMSN_shared_folder> For Domain: \\< Domain Name >\<EMSN_shared_folder> If you want to select EMSN folder from USB drive, click Browse and locate the EMSN folder. The User Name and Password options are disabled, if you select EMSN folder from USB drive. Type the User Name and Password to connect to the shared folder. If you have created a user account on the Windows domain for this purpose, type this user account and password. Otherwise, type the user name and password of an account with administrative privileges on the EMSN node. 12 After entering the information in the Experion Migration Storage Node information section, click Next. 13 If the following message is displayed after the EMSN information is validated, click OK to overwrite the existing data or click Cancel to re-enter the EMSN information

217 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 14 Click Next. The Security Password Entry page is displayed. Security Password shall be used to protect the secured data (Example: Windows User Accounts password) during the installation and will be discarded after completing the installation. 15 Type the Password and Confirm Password. 16 Click Next. The Installation Path Selection page is displayed. 217

218 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT For custom installation path, click Change and provide appropriate custom installation path. For all node types, you can select the custom installation paths for the following components. Experion PKS Software Experion PKS Runtime Data Experion PKS SQL Logs The Experion PKS SQL Logs path is not applicable for Console (ES-C), Console station TPN connected (ES- T), Console Extension station (ESC-E), Flex station (ES-F), and Collaboration Station nodes. The Experion PKS Software, Experion PKS Runtime Data, and Experion PKS SQL logs can be placed on any hard drive in the system. However, the default path for Experion PKS Software and Experion PKS Runtime Data is <Custom Install Path selected drive>\<custom Install Path selected folder(s) \Honeywell. The path for Experion PKS SQL logs is \Honeywell\Experion PKS and you cannot change this path. For more information, refer to the Custom installation path section in scenario-specific migration guide and site-specific migration guide. 17 Click Next. The Experion Network Selection page is displayed with the network combinations as described in the following table. The network combinations depend on the node type

219 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT Experion product node type Server (ESV) FTE Experion Process network options ControlNet(PCIC) ControlNet (Ethernet) Ethernet Server TPN Connected (ESVT) FTE Ethernet Server Client or Supervisory network options FTE Ethernet eserver None FTE Application Control Environment (ACE) Application Control Environment TPN Connected (ACE-T) Simulation Control Environment (SCE) FTE ControlNet(PCIC) No communication is required with controllers FTE No communication is required with controllers FTE Console Station (ES-C) FTE Console Station TPN Connected (ES-T) ControlNet(PCIC) No communication is required with controllers Ethernet FTE Ethernet Auxiliary network options RSLinx FTE RSLinx Ethernet FTE Ethernet FTE Ethernet FTE Ethernet Console Extension Station (ES-CE) None FTE LCNP4 K4LCN (with ETNI) None RSLinx LCNP4 K4LCN (with ETNI) RSLinx FTE None FTE LCNP4 Ethernet Flex Station None FTE Ethernet App Node(E-App) None FTE Ethernet Application Server (EAS) None FTE Ethernet K4LCN (with ETNI) None None LCNP4 K4LCN (with ETNI) None RSLinx option is applicable only if PCIC card is available on your system. RSLinx must be installed manually after completion of Experion migration. For more information, refer to Installing and restoring RSLinx Classic settings procedure. If you are planning for ETN migration, select K4LCN (with ETNI) option. Otherwise, select LCNP4 option. Tip During migration, you cannot change the Experion network selection. 18 Click Next to accept the Experion network selection. The FTE Bootp and NTP IP Address Configuration page is displayed. 219

220 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 19 This step is applicable only for servers. Verify the IP address configurations for FTE Bootp and NTP and click Click Next. The Feature and Options Selection page is displayed

221 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT If you have selected the license with PMD enabled then you will have PMD HMI extension feature option available in Features and Options Selection. 221

222 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 20 Click Next to continue. 21 This step is for ACE, SCE, EHG, and console only. Verify the Server Name and click Next

223 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT To proceed with system information collection 1 The Experion Accounts Password Entry page is displayed. 223

224 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT For client nodes: For server nodes: You must assign the same LocalComServer password for the entire cluster. Record and store default LocalComServer password. If you have changed the password before starting migration, enter the assigned password. If you have not changed the password, use default password as the LocalComServer password. You must assign the same LocalComServer password for the entire cluster. 2 Provide the MNGR Account, LocalComServer, Experion SQL Agent Account, Experion SQL Account, and Secure Communications Password passwords for all the accounts that were recorded before starting the migration and click Next. If the password provided do not comply with the strong password criteria, the following message is displayed

225 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 3 If you click Cancel to modify the password, migration is canceled. If want to continue with the weak password, click OK. The Summary page is displayed. Installation settings will be displayed as per the network selections. 225

226 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT The following image illustrates the Summary page of ControlNet-based systems

227 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 4 Verify the Experion PKS Software Installation Settings and click Install. The operating system configuration is evaluated and the Platform Configuration page is displayed. 227

228 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT Tip If platform hardware change is not selected from the Experion Migration Storage Node and Advanced Migration Options page, the Select Platform option is disabled. 5 Select the appropriate options and click Next. The Operating System Configuration page is displayed. After the installation, Experion PKS System Initialization media creates a user account with System Administrator privileges and disables the built-in Administrator account. After installation, other user accounts for the system must be created at the site, or inherited from the domain to which the machine is added. Starting R400.1, only accounts assigned to the Honeywell-created role groups have Experion user privileges. 6 Review the information. You may need to enter additional information such as the Accounts and Passwords details

229 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT Computer Name can have only 0-9, a-z, A-Z, and - as allowed characters. It must not contain ONLY numbers, space, and special characters (` # $ % ^ & * () = + _ {} [] \ ; :., < >, /?). Company Name must not contain the underscore (_) special character. Workgroup Name must not contain space, and special characters (* = + [] \ ; :, < > /?). User Account Name must be a maximum of 20 characters in length. For more information on OS activation, refer to Honeywell Process Solutions operating system reinstallation section in latest Experion PKS System Initialization Media Software Change Notice. Do not enter ampersand (&) in the Company Name and Customer Name fields. You must not use Administrator or Mngr as User Name. The user account created in Operating System Configuration dialog box is Windows Administrator account. This user account must not be used for any Experion application after completing the migration. 7 Click Next The Network and Input/Output Information page is displayed. The following image illustrates the Network and Input/Output Device Information page of ControlNetbased systems. 229

230 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 8 Verify the network configuration and input/output device configuration details. For single or dual ethernet supervisory network, select the Network Link Speed as 100 mbps Full Duplex or Auto Negotiate based on switch configuration. 9 If you have installed RPS hardware on your system, then while performing Experion migration, ensure to select RPS Available check box in Honeywell Experion PKS System Initialization - Dialog Manager page. Once the checkbox is selected, you cannot select the items from Monitor Arrangement and Monitor Resolution list. Click Next.This step is not applicable for virtualized environment. The Confirmation page is displayed

231 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 10 Click Save Config Files to save the configuration files. The Browse for Folder dialog box is displayed. Do not save the file on the drive where you want to install Windows operating system. 11 Select the path to save the configuration files and click OK. You can save multiple configuration files for different nodes under different folders. You can save the configuration files on a floppy drive, USB device or a local disk. The floppy drive or USB device containing the configuration files must be connected to the computer being migrated till the migration completes. You must verify if the proper hardware drivers and BIOS are installed on your computer. You cannot use a floppy drive to save the configuration files in the following scenarios. If the system you are migrating does not have a floppy drive. If the new hardware (the one replacing the existing system) does not have a floppy drive. The name of the folder which contains the configuration files must not have any single quote ('). 12 Click Finish. After Phase I migration is completed successfully, click OK and insert Experion PKS System Initialization media on the platform and boot from media. Tip The following page may vary depending on the node type. 231

232 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 232

233 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 13 Click OK. In case of platform hardware change, shutdown and replace the existing machine with the target machine and make all the required physical connections. You are migrating Experion system with OS re-installation and no platform change using custom installation path, then ensure to perform the following: After the Phase 1 migration, when prompted for Experion PKS System Initialization media, click OK and then manually delete all the custom installation paths other than C drive after stopping all the Experion services from Experion PKS Services Control Panel. If you do not have any important data required in the drive, it is recommended to do a format of that drive. 14 Shutdown the system, if you are planning for platform change. If you plan to perform a migration with a platform hardware change, disconnect it from the network. The new hardware is pre-installed with the operating system required for R4xx.x and perform Setting up a user account procedure and the subsequent tasks Create the new Experion virtual machine for the node type being migrated Create the new Experion virtual machine by completing the tasks mentioned in the Software Installation User's Guide. 233

234 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT Creating a virtual machine Start the New Virtual Machine Wizard and configure the required virtual machine. Prerequisites HPS Virtualization Specification. vsphere Virtual Machine Administration. To create a virtual machine Create a new virtual machine by following the instructions in vsphere Virtual Machine Administration. Use the following table to identify appropriate values to enter in the New Virtual Machine Wizard. New Virtual Machine Wizard page Configuration Name and Location Datastore Description Select Custom. Virtual Machine Version Select Virtual Machine Version 8. Guest Operating System CPUs Memory Network Type a unique and recognizable name for the virtual machine. Select a location, such as a folder, that is consistent with your chosen structure for organizing VMware inventory objects. Select a datastore location, which can be local storage or shared storage (for Level 3 virtual machines on DCS architecture and SCADA architecture). If you are creating this virtual machine on the management ESXi host, you should select the staging datastore. You should not store non-management workload virtual machines on the management datastore. Select the required Windows operating system for the node type. See the HPS Virtualization Specification for the recommended number of CPUs for the node type. Note: Apply the recommended number of CPUs for node type to the Number of Cores per virtual socket value. Leave Number of Virtual Sockets as 1. See the HPS Virtualization Specification for the recommended memory for the node type. For FTE networks: In the How many NICs do you want to connect list, choose 2. In the NIC 1 list, do the following: In the Network list, choose the yellow network. In the Adaptor list, choose E1000. Select the Connect at Power On check box. In the NIC 2 list, do the following: In the Network list, choose the green network. In the Adaptor list, choose E1000. Select the Connect at Power On check box. For non-fte networks: SCSI Controller In the How many NICs do you want to connect list, choose 1. In the Network list, choose the network. In the Adaptor list, choose E1000. Select the Connect at Power On check box. For Windows and Windows Server virtual machines, select LSI Logic SAS

235 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT New Virtual Machine Wizard page Select a Disk Create a Disk Description Select the Create a new virtual disk option button. See the HPS Virtualization Specification for the recommended disk size for the node type. Remember to adjust the disk size from the recommended size if using Partition virtual disks. For example: C: Disk size = Total size - Partition size. Ensure that the Allocate and commit space on demand is not selected when creating virtual machines for on-process usage. Advanced Options Ready to Complete Leave the default values. Review the virtual machine settings to ensure that they match the details above. Add partition virtual hard disks 1 Copy the Partition-HD.vmdk file or files from the Partition-Master folder to the new virtual machine's folder (this folder will have the same name as the virtual machine name, as shown in vcenter Server) 2 Edit this virtual machine's settings as follows: a b c d e Add new hardware by selecting the following options: Hard disk Use an existing virtual disk Browse this virtual machine datastore folder and select one Partition-HD.vmdk file in the desired drive letter order D then E, and so on. Accept default value for Virtual Device Node Make sure the Mode option of Independent is not checked, then finish adding the hard disk. Repeat this process for each Partition virtual hard disk Connecting a virtual machine to networks When you create a new virtual machine using vsphere Client, the virtual machine s virtual network adapters connect to one or many virtual machine port groups. These virtual machine port groups allow the virtual machine to communicate with the virtual switch and all network traffic on that virtual switch. Use the Networking display in vsphere Client to check that the new virtual machine is connected to the correct network. To ensure the virtual machine is connected to the virtual network, edit the virtual machine settings and select each network adapter and ensure the Connected and Connect at power on options are selected. When a new Experion node is being installed on the management ESXi Host, ensure the Experion virtual machine is connected to a vswitch that does not have uplinks configured. For more information, see Network configuration for a management host in a DCS architecture. To disconnect the virtual machine from the virtual network, edit the virtual machine settings and select each network adapter and clear the Connected and Connect at power on check boxes Connecting a USB device The process of adding a USB device to a virtual machine, such as an Experion USB securtity key, requires the following: 1. Adding the USB controller to the virtual machine. 2. Inserting the USB device into the ESXi host 235

236 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 3. Waiting at least 5 minutes. 4. Adding the USB device. Prerequisites You have created the virtual machine. vsphere Virtual Machine Administration Adding the USB controller to the virtual machine 1. In vsphere Client, select the virtual machine and right-click and choose Edit Settings. 2. Click Add. The Add Hardware dialog box appears. 3. In the list of available devices, click USB Controller and then click Next. 4. Click Next. 5. Ensure that the summary states that the hardware type is a USB Contoller and then click Finish. 6. On the Virtual machine properties dialog box, click OK to finish the process of adding the USB controller. The virtual machine will now have a new hardware item shown as USB Controller. This will allow USB device to be added to the virtual machine. Adding the USB device 1. Ensure that the virtual machine has a USB controller added and that the USB device is inserted into the ESXi host where the virtual machine is running and allowed 5 minutes to pass so that the ESXi host has registered the presence of the USB device. 2. In vsphere Client, select the virtual machine and right-click and choose Edit Settings. 3. Click Add. The Add Hardware dialog box appears. 4. In the list of available devices, click USB Device and then click Next. 5. If you plan to use vmotion with this Experion virtual machine, select the Support vmotion while device is connected check box. For more information about vmotion support for USB devices, see the Configuring USB Devices for vmotion topic in vsphere Virtual Machine Administration. 6. Select the required USB Device and ensure that the connection is shown as available. 7. Click Next. 8. Review the summary and then click Finish. 9. On the Virtual machine properties dialog box, click OK to finish the process of adding the USB device. The virtual machine will now have a new hardware item shown as USB Controller. This will allow USB device to be added to the virtual machine. If you are using shared storage for your virtual machines, ensure that you select the Support vmotion while device is connected check box within this procedure. This will allow the virtual machine to continue to see the USB device if vmotion is used Prepare the virtual machine and copy ESIS virtual hard disks Prepare the virtual machine and copy ESIS virtual hard disks using the following tasks: 1. Insert the Experion PKS System Initialization media (R100.3 or later) ISO image file in the DVD drive for the new virtual machine (edit the virtual machine settings) and ensure that the Connect at power on check box is selected. The ISO image files for the DVD must be copied to a local datastore on the ESXi host

237 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 2. Copy the ESIS-HD vmdk file from the ESIS-Master folder to the new virtual machine s folder. 3. Using the edit settings dialog, add a new hard disk to the virtual machine and select to use an existing virtual disk. Browse the virtual machine datastore folder and select the ESIS-HD vmdk file that was copied specifically for this virtual machine to use. Select the advanced options of Independent and Non-persisient. Click OK when done Prepare the configuration files device for connection to virtual machine Ensure that you have the physical floppy disk or flash drive connected to the ESXi host where the new virtual machine is running Power on the new virtual machine Power on the virtual machine. It starts using the Experion PKS System Initialization media ISO image file that is mounted as a DVD. If you are using on virtual machine perform the following steps. 1. Insert Experion PKS System Initialization media on ESXi CD/DVD drive. 2. Click Connect/disconnect the CD/DVD devices from the virtual machine option in the toolbar. 3. Select Connect to host device. 4. Reboot the system and press F2 continuously. The BIOS Setup Utility appears. 5. Go to Boot menu. 6. Use up and down arrow key and select USB CD-ROM drive. Follow on-screen instructions to move the device to up and down. 7. Press F10 to save the changes. A confirmation dialog box appears. 8. Select Yes and press Enter. The system restarts automatically. A message Boot with CD or DVD appears. 9. Click Enter. The Experion PKS System Initialization Preinstall Utility dailog box appears. 10. Browse and select Init media options xml file. 11. Continue with migration Installing the operating system using Experion PKS System Initialization media Prerequisites Experion PKS System Initialization media Experion PKS System Initialization Updates media The Operating System Certificate of Authenticity, which contains Product Identification number Windows Server 2016 HPS OS reinstallation media For Windows 10: Windows 10 (64-bit) HPS OS reinstallation media 237

238 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT Experion PKS System Initialization media facilitates the installation by installing the platform-specific drivers, updates, and post-installation configuration for Experion system. The Experion PKS System Initialization media does not contain operating system software. Experion PKS System Initialization media prompts the user to insert the Windows operating system media. Refer to the latest Experion PKS System Initialization SCN for OS compatibility. During Experion PKS System Initialization media installation, the Experion software is installed and it prompts you to install the following media. Experion PKS Installation media Experion PKS Support Software media The latest point release Experion Support Software is available as an ISO image on Honeywell Process Solutions website ( Use the ISO image content to create a DVD/media for installing the latest Experion point release. For extracting contents to a media, use ISO extraction software. For example, you can use Virtual Clone Drive software for extracting the contents to a media. Microsoft Visual Studio for CAB Developer media. (optional, required only if CAB is selected). Experion Support and Maintenance media Microsoft SQL Server 2012 SP3 media Experion PKS with PMD controller media (optional) To complete the operating system installation 1 Ensure that the floppy drive or USB device containing the configuration files is connected to the computer being migrated. In case of platform hardware change, insert the floppy drive or USB device containing the configuration files in the target machine. 2 Insert the Experion PKS System Initialization media. 3 Browse to the configuration files and select InitMediaOptions.xml file. Click Open. Experion PKS System Initialization PreInstall utility loads the configuration information from InitMediaOptions.xml files. Experion PKS System Initialization media does not allow you to select the hard disk partitions (drive path) based on your custom installation path selection. You can select Use Drive C if you want to format only C drive and install OS on this drive. In this case, the data on the other partitions is retained. Select this option only if the system is having more than one partition and no raw partitions. You can either select Use Drive C or provide the number of partitions required. However, the minimum primary partition size is 60 GB. Therefore, if the disk space is less than 60 GB, then only one partition is possible. The Experion system must have minimum of 60 GB hard disk space in C drive for the Experion PKS System Initialization media to install the following: Operating system Operating system updates Drivers Using the following method, calculate the minimum free hard disk space required for the operating system installation: 55 GB (operating system + base Experion) + GB RAM size x 1.5 (page file) + GB RAM size x 1.5 (dump file). If the calculated value is greater than 60 GB, then 60 GB is the minimum free hard disk space required. For example, in a system with 4 GB RAM, the minimum free hard disk space required for the operating system installation is 67GB (55 + 4* *1.5). Hence, 67 GB is the minimum free hard disk space required for operating system installation

239 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT If the calculated value is lesser than 60 GB, then the calculated value is the minimum free hard disk space required. Hence, 60 GB is the minimum free hard disk space required for operating system installation. 4 Click Next. 5 In the Configuration details section, enter configuration details for hard disk in the Disk Configuration section. DVD ESIS from network For ESIS from network, enter the ESIS path, <ESIS server IP address\ user name>, and password. ESIS from USB For ESIS-based installation using USB, browse to the ESIS repository folder. Virtual hard disk 6 If using ESIS from network, click Static option and in the Network Configuration for local machine section enter the following details. Ensure that you enter the IP address as recorded in the Recording Windows network configuration settings Recording Windows network configuration settings on page 14 task of Pre-migration tasks chapter. IP Subnet Mask Default Gateway Perform the following workaround if, the size of the primary partition (C drive) was less than 60 GB. the secondary partition is not used the Experion PKS System Initialization media is not used for installing Windows 7 operating system during migration from R3xx to R4xx. 1. Select the space of the extended partition which is not allocated. 2. Click New and then click Apply. The extended partition is converted to a logical partition. 3. Select the logical partition and click Delete. 4. To acknowledge the caution message, click OK. 5. Select the primary / system partition and click Delete. 6. To acknowledge the caution message, click OK. 7. Select the space which is not allocated and click New. 8. Enter the size to be greater than 60 GB and click Apply. 9. To acknowledge the attention message, click OK. 10. Select the primary partition and click Format. 11. To acknowledge the caution message, click OK. 12. Click Next and continue the installation. 7 Click Next. The Notice Of Licensed Software is displayed. 8 Click I accept the terms in the license agreement option. 9 Click Install. An error message appears after the first reboot, indicating an error occurred while trying to connect to ESIS and prompts for credentials to ESIS path. 1. Type Username and Password to connect to the ESIS share. 2. Click OK to proceed with the installation. 239

240 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 10 If using ESIS, remove the Experion PKS System Initialization media from the node being migrated. The following steps are not applicable if you are using ESIS for migration. 11 If using DVD, insert the appropriate operating system DVD. a When the following message is displayed, insert the Experion PKS System Initialization media and click OK. Several reboots may happen and the computer starts automatically in case of installation from DVD. If you are using ESIS and if a drive letter mismatch occurs, then cancel the migration and perform the following procedure. If you install the operating system on an additional hard disk drive connected to your system, the drive letter specified is reset automatically during operating system installation. You can change the drive letter, by performing the following steps. 1. Right-click on the Computer icon on the desktop and choose Manage. b Click OK. The Computer Management window is displayed. 2. In the left pane of the Computer Management window, select Computer Management (Local) > Storage >Disk Management. The disk partitions in the system are displayed in the right pane. 3. Right-click the disk partition of which you want to change the drive letter and select Change Drive Letter and Paths. 4. In the Change Drive Letter and Paths dialog box, click Change. 5. Select the drive letter from the list and click OK. If any failure occurs during starting of Experion PKS System Initialization media, refer Troubleshooting migration on page 281Troubleshooting section. c When the following message is displayed, do not insert the Experion Installation media

241 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT Do not acknowledge or close the message. You must perform the procedure Setting the binding order and LAN metric and then follow the instructions provided by this message Completing the Experion node migration The following procedure is applicable only for DVD-based migration. To continue with the Experion migration 1 Insert the Experion PKS Installation media. The Experion installation starts with the following dialog box. 2 Insert the Experion PKS System Initialization Updates media. 3 Insert the Microsoft SQL Server media. After SQL installation is complete, you are prompted for the Experion PKS Installation media. 4 If you are not using ESIS, you are prompted to insert the Experion Support and Maintenance media. After ESM installation is complete, you are prompted for the Experion PKS Installation media. 5 Insert the Microsoft Visual Studio 2012 SP1 CAB Developer media. After CAB installation is complete, you are prompted for the Experion PKS with PMD controller media. 6 You are prompted for Experion PKS with PMD controller media, only if you have selected PMD as an optional feature. 7 If you are not using ESIS, the message The Support software DVD is required to continue the install. Insert the Support software DVD into drive (source drive letter) and click Yes to continue or Press No to terminate is displayed. 8 Insert the Experion PKS Support Software media. 9 After the system installation is complete, click Yes to restart the system. 10 Logon to the node with the same user account details entered in Operating System Configuration page. 241

242 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 11 If using the ESIS for migration, remove network drive mapping. Do not open Configuration Studio from cluster nodes before attaining dual primary state

243 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 7.7 Migrating virtual Experion systems within a virtualized environment This topic describes how to migrate an Experion node from a virtual machine to a virtual machine You must install the operating system if you are performing the following: Migrating Experion node to a virtualized environment Migrating to an Experion release that requires an operating system upgrade. Tip If you need to stop the migration application during this migration procedure, you can restart the application from the point where it was stopped. see Restarting the Install Sequencer on page 282Restarting the Install Sequencer Starting the migration This procedure is performed on virtual machine that is running on the base release. To start the migration application for ESIS-based migrations from a USB drive 1 Insert the USB pen drive or removable hard drive into the system. 2 Browse to the ESIS repository location in the USB pen drive/removable hard drive. 3 Double-click setup.exe at the root of the ESIS repository path. 4 On the ESIS Welcome screen, select Product Migration, if not already selected. To start the migration application for ESIS-based migrations from a network share 1 To connect to the ESIS repository, type \\<ESISServer IP>\<ShareName> in the Windows Run dialog box (choose Start > Run). 2 Press ENTER. 3 If prompted for Windows credentials, perform the following: a b c Type the <Domain Name>\User name and Password if you belong to a domain and if you have access permissions. Type the<esisserver IP>\User name and Password if you belong to a workgroup and if you have access permissions. Clear the Remember Password check box. Ensure that you have same login (either domain or workgroup) for both ESIS and the migrating nodes. If you enter incorrect credentials, an error occurs after the first reboot of Experion installation or migration. Then, you have to enter the correct credentials to connect to the ESIS share. 4 Double-click the setup.exe at the root of the \<ShareName>. 5 If prompted for user account control, click Allow. 6 If you are prompted for the Windows credentials, perform the following: a b c Type the <Domain Name>\User name and Password if you belong to a domain and if you have access permissions. Type the <ESISServer IP>\User name and Password if you belong to a domain and if you have access permissions. Clear the Remember Password check box. 7 On the Welcome to ESIS Tool screen, select Product Migration, if not already selected. 243

244 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 8 Type the appropriate User name and Password. If you belong to domain, type <Domain name>\user name and Password. If you do not belong to domain, <ESISServer IP>\User name and Password. 9 Click Next. The Welcome to the Honeywell Experion PKS R4xx.x Migration Setup Wizard is displayed

245 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT To start the migration application from a DVD 1 Insert the Experion PKS Installation media into the DVD drive. 2 If the Honeywell Experion PKS Installer screen does not appear, using Windows Explorer go to the browser folder on the Experion PKS Installation media and double-click on the cdbrowse.exe file. 3 On the Honeywell Experion PKS Installer screen, click Install/Migrate Experion PKS to begin the migration. The Welcome to the Honeywell Experion PKS R4xx.x Migration Setup Wizard is displayed. 4 Close the Honeywell Experion PKS Installer screen. To continue with the migration application 1 Click Next. The License Agreement page is displayed. 2 Read the License Agreement and then click I accept the terms in the License agreement. 245

246 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 3 Click Next. The Setup type of Node to migrate page is displayed

247 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 4 Click Yes, if you want to use the process control components after migration. 5 Click No, if you do not want to use the process control components after migration. 247

248 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 6 Click Next. The User and License Information page is displayed. 7 For Experion servers only: Type the Experion System Software details. If you want to install any licensed TPS components, click Yes and then type the TPS Components License details and then click Next. The Existing Packages Details page is displayed. 8 For Experion servers only: Click Browse and locate the Experion System Software license file. If you want to install any licensed TPS components, click Yes and then type the TPS Components License details and then click Next. The Existing Packages Details page is displayed

249 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 9 For Experion station only: Select Install Custom Algorithm Block (CAB) Developer (Visual Studio) only if you want to develop CAB blocks from scratch using Control Builder and Visual Studio software. 10 For Experion station only: If you want install PMD HMI extenstion features, then select PMD HMI Extension features?. 11 Click Next. The Experion Migration Storage Node and Advanced Migration Options page is displayed. 249

250 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT a b c If you select Platform Hardware Change, by default Operating System Re-installation option is selected. If you select Operating System Re-installation only Operating System Re-installation option is selected. Verify the Select Drive to connect Network Folder list. In the Network Folder text box, click Browse and locate the EMSN node and the shared folder (for example, \\<IP address>\emsn>) or type the full path to the EMSN shared folder, in the format as per the following options. For Workgroup: \\<IP_address_of_EMSN_node>\<EMSN_shared_folder> For Domain: \\< Domain Name >\<EMSN_shared_folder> If you want to select EMSN folder from USB drive, click Browse and locate the EMSN folder. The User Name and Password options are disabled, if you select EMSN folder from USB drive. Type the User Name and Password to connect to the shared folder. If you have created a user account on the Windows domain for this purpose, type this user account and password. Otherwise, type the user name and password of an account with administrative privileges on the EMSN node. 12 After entering the information in the Experion Migration Storage Node information section, click Next. 13 If the following message is displayed after the EMSN information is validated, click OK to overwrite the existing data or click Cancel to re-enter the EMSN information

251 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 14 Click Next. The Security Password Entry page is displayed. Security Password shall be used to protect the secured data (Example: Windows User Accounts password) during the installation and will be discarded after completing the installation. 15 Type the Password and Confirm Password. 16 Click Next. The Installation Path Selection page is displayed. 251

252 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT For custom installation path, click Change and provide appropriate custom installation path. For all node types, you can select the custom installation paths for the following components. Experion PKS Software Experion PKS Runtime Data Experion PKS SQL Logs The Experion PKS SQL Logs path is not applicable for Console (ES-C), Console station TPN connected (ES- T), Console Extension station (ESC-E), Flex station (ES-F), and Collaboration Station nodes. The Experion PKS Software, Experion PKS Runtime Data, and Experion PKS SQL logs can be placed on any hard drive in the system. However, the default path for Experion PKS Software and Experion PKS Runtime Data is <Custom Install Path selected drive>\<custom Install Path selected folder(s) \Honeywell. The path for Experion PKS SQL logs is \Honeywell\Experion PKS and you cannot change this path. For more information, refer to the Custom installation path section in scenario-specific migration guide and site-specific migration guide. 17 Click Next. The Experion Network Selection page is displayed with the network combinations as described in the following table. The network combinations depend on the node type

253 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT Experion product node type Server (ESV) FTE Experion Process network options ControlNet(PCIC) ControlNet (Ethernet) Ethernet Server TPN Connected (ESVT) FTE Ethernet Server Client or Supervisory network options FTE Ethernet eserver None FTE Application Control Environment (ACE) Application Control Environment TPN Connected (ACE-T) Simulation Control Environment (SCE) FTE ControlNet(PCIC) No communication is required with controllers FTE No communication is required with controllers FTE Console Station (ES-C) FTE Console Station TPN Connected (ES-T) ControlNet(PCIC) No communication is required with controllers Ethernet FTE Ethernet Auxiliary network options RSLinx FTE RSLinx Ethernet FTE Ethernet FTE Ethernet FTE Ethernet Console Extension Station (ES-CE) None FTE LCNP4 K4LCN (with ETNI) None RSLinx LCNP4 K4LCN (with ETNI) RSLinx FTE None FTE LCNP4 Ethernet Flex Station None FTE Ethernet App Node(E-App) None FTE Ethernet Application Server (EAS) None FTE Ethernet K4LCN (with ETNI) None None LCNP4 K4LCN (with ETNI) None RSLinx option is applicable only if PCIC card is available on your system. RSLinx must be installed manually after completion of Experion migration. For more information, refer to Installing and restoring RSLinx Classic settings procedure. If you are planning for ETN migration, select K4LCN (with ETNI) option. Otherwise, select LCNP4 option. Tip During migration, you cannot change the Experion network selection. 18 Click Next to accept the Experion network selection. The FTE Bootp and NTP IP Address Configuration page is displayed. 253

254 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 19 This step is applicable only for servers. Verify the IP address configurations for FTE Bootp and NTP and click Click Next. The Feature and Options Selection page is displayed

255 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT If you have selected the license with PMD enabled then you will have PMD HMI extension feature option available in Features and Options Selection. 255

256 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 20 Click Next to continue. 21 This step is for ACE, SCE, EHG, and console only. Verify the Server Name and click Next

257 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT To proceed with system information collection 1 The Experion Accounts Password Entry page is displayed. 257

258 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT For client nodes: For server nodes: You must assign the same LocalComServer password for the entire cluster. Record and store default LocalComServer password. If you have changed the password before starting migration, enter the assigned password. If you have not changed the password, use default password as the LocalComServer password. You must assign the same LocalComServer password for the entire cluster. 2 Provide the MNGR Account, LocalComServer, Experion SQL Agent Account, Experion SQL Account, and Secure Communications Password passwords for all the accounts that were recorded before starting the migration and click Next. If the password provided do not comply with the strong password criteria, the following message is displayed

259 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 3 If you click Cancel to modify the password, migration is canceled. If want to continue with the weak password, click OK. The Summary page is displayed. Installation settings will be displayed as per the network selections. 259

260 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT The following image illustrates the Summary page of ControlNet-based systems

261 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 4 Verify the Experion PKS Software Installation Settings and click Install. The operating system configuration is evaluated and the Platform Configuration page is displayed. Tip If platform hardware change is not selected from the Experion Migration Storage Node and Advanced Migration Options page, the Select Platform option is disabled. 5 Select the appropriate options and click Next. The Operating System Configuration page is displayed. After the installation, Experion PKS System Initialization media creates a user account with System Administrator privileges and disables the built-in Administrator account. After installation, other user accounts for the system must be created at the site, or inherited from the domain to which the machine is added. Starting R400.1, only accounts assigned to the Honeywell-created role groups have Experion user privileges. 6 Review the information. You may need to enter additional information such as the Accounts and Passwords details. 261

262 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT Computer Name can have only 0-9, a-z, A-Z, and - as allowed characters. It must not contain ONLY numbers, space, and special characters (` # $ % ^ & * () = + _ {} [] \ ; :., < >, /?). Company Name must not contain the underscore (_) special character. Workgroup Name must not contain space, and special characters (* = + [] \ ; :, < > /?). User Account Name must be a maximum of 20 characters in length. For more information on OS activation, refer to Honeywell Process Solutions operating system reinstallation section in latest Experion PKS System Initialization Media Software Change Notice. Do not enter ampersand (&) in the Company Name and Customer Name fields. You must not use Administrator or Mngr as User Name. The user account created in Operating System Configuration dialog box is Windows Administrator account. This user account must not be used for any Experion application after completing the migration. 7 Click Next The Network and Input/Output Information page is displayed. The following image illustrates the Network and Input/Output Device Information page of ControlNetbased systems

263 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 8 Verify the network configuration and input/output device configuration details. For single or dual ethernet supervisory network, select the Network Link Speed as 100 mbps Full Duplex or Auto Negotiate based on switch configuration. 9 If you have installed RPS hardware on your system, then while performing Experion migration, ensure to select RPS Available check box in Honeywell Experion PKS System Initialization - Dialog Manager page. Once the checkbox is selected, you cannot select the items from Monitor Arrangement and Monitor Resolution list. Click Next.This step is not applicable for virtualized environment. The Confirmation page is displayed. 263

264 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 10 Click Save Config Files to save the configuration files. The Browse for Folder dialog box is displayed. Do not save the file on the drive where you want to install Windows operating system. 11 Select the path to save the configuration files and click OK. You can save multiple configuration files for different nodes under different folders. You can save the configuration files on a floppy drive, USB device or a local disk. The floppy drive or USB device containing the configuration files must be connected to the computer being migrated till the migration completes. You must verify if the proper hardware drivers and BIOS are installed on your computer. You cannot use a floppy drive to save the configuration files in the following scenarios. If the system you are migrating does not have a floppy drive. If the new hardware (the one replacing the existing system) does not have a floppy drive. The name of the folder which contains the configuration files must not have any single quote ('). 12 Click Finish. After Phase I migration is completed successfully, click OK and insert Experion PKS System Initialization media on the platform and boot from media. Tip The following page may vary depending on the node type

265 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 265

266 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 13 Click OK. In case of platform hardware change, shutdown and replace the existing machine with the target machine and make all the required physical connections. You are migrating Experion system with OS re-installation and no platform change using custom installation path, then ensure to perform the following: After the Phase 1 migration, when prompted for Experion PKS System Initialization media, click OK and then manually delete all the custom installation paths other than C drive after stopping all the Experion services from Experion PKS Services Control Panel. If you do not have any important data required in the drive, it is recommended to do a format of that drive. 14 Shutdown the virtual machine, if you are planning for platform change. If you plan to perform a migration with a platform hardware change, disconnect it from the network. The new hardware is pre-installed with the operating system required for R4xx.x and perform Setting up a user account procedure and the subsequent tasks Create the new Experion virtual machine for the node type being migrated Create the new Experion virtual machine by completing the tasks mentioned in the Software Installation User's Guide Prepare the virtual machine and copy ESIS virtual hard disks Prepare the virtual machine and copy ESIS virtual hard disks using the following tasks: 266

267 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 1. Insert the Experion PKS System Initialization media (R100.3 or later) ISO image file in the DVD drive for the new virtual machine (edit the virtual machine settings) and ensure that the Connect at power on check box is selected. The ISO image files for the DVD must be copied to a local datastore on the ESXi host. 2. Copy the ESIS-HD vmdk file from the ESIS-Master folder to the new virtual machine s folder. 3. Using the edit settings dialog, add a new hard disk to the virtual machine and select to use an existing virtual disk. Browse the virtual machine datastore folder and select the ESIS-HD vmdk file that was copied specifically for this virtual machine to use. Select the advanced options of Independent and Non-persisient. Click OK when done Prepare the configuration files device for connection to virtual machine Ensure that you have the physical floppy disk or flash drive connected to the ESXi host where the new virtual machine is running Power on the new virtual machine Power on the virtual machine. It starts using the Experion PKS System Initialization media ISO image file that is mounted as a DVD. If you are using on virtual machine perform the following steps. 1. Insert Experion PKS System Initialization media on ESXi CD/DVD drive. 2. Click Connect/disconnect the CD/DVD devices from the virtual machine option in the toolbar. 3. Select Connect to host device. 4. Reboot the system and press F2 continuously. The BIOS Setup Utility appears. 5. Go to Boot menu. 6. Use up and down arrow key and select USB CD-ROM drive. Follow on-screen instructions to move the device to up and down. 7. Press F10 to save the changes. A confirmation dialog box appears. 8. Select Yes and press Enter. The system restarts automatically. A message Boot with CD or DVD appears. 9. Click Enter. The Experion PKS System Initialization Preinstall Utility dailog box appears. 10. Browse and select Init media options xml file. 11. Continue with migration Installing the operating system using Experion PKS System Initialization media Prerequisites Experion PKS System Initialization media Experion PKS System Initialization Updates media The Operating System Certificate of Authenticity, which contains Product Identification number Windows Server 2016 HPS OS reinstallation media For Windows 10: Windows 10 (64-bit) HPS OS reinstallation media 267

268 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT Experion PKS System Initialization media facilitates the installation by installing the platform-specific drivers, updates, and post-installation configuration for Experion system. The Experion PKS System Initialization media does not contain operating system software. Experion PKS System Initialization media prompts the user to insert the Windows operating system media. Refer to the latest Experion PKS System Initialization SCN for OS compatibility. During Experion PKS System Initialization media installation, the Experion software is installed and it prompts you to install the following media. Experion PKS Installation media Experion PKS Support Software media The latest point release Experion Support Software is available as an ISO image on Honeywell Process Solutions website ( Use the ISO image content to create a DVD/media for installing the latest Experion point release. For extracting contents to a media, use ISO extraction software. For example, you can use Virtual Clone Drive software for extracting the contents to a media. Microsoft Visual Studio for CAB Developer media. (optional, required only if CAB is selected). Experion Support and Maintenance media Microsoft SQL Server 2012 SP3 media Experion PKS with PMD controller media (optional) To complete the operating system installation 1 Ensure that the floppy drive or USB device containing the configuration files is connected to the computer being migrated. In case of platform hardware change, insert the floppy drive or USB device containing the configuration files in the target machine. 2 Insert the Experion PKS System Initialization media. 3 Browse to the configuration files and select InitMediaOptions.xml file. Click Open. Experion PKS System Initialization PreInstall utility loads the configuration information from InitMediaOptions.xml files. Experion PKS System Initialization media does not allow you to select the hard disk partitions (drive path) based on your custom installation path selection. You can select Use Drive C if you want to format only C drive and install OS on this drive. In this case, the data on the other partitions is retained. Select this option only if the system is having more than one partition and no raw partitions. You can either select Use Drive C or provide the number of partitions required. However, the minimum primary partition size is 60 GB. Therefore, if the disk space is less than 60 GB, then only one partition is possible. The Experion system must have minimum of 60 GB hard disk space in C drive for the Experion PKS System Initialization media to install the following: Operating system Operating system updates Drivers Using the following method, calculate the minimum free hard disk space required for the operating system installation: 55 GB (operating system + base Experion) + GB RAM size x 1.5 (page file) + GB RAM size x 1.5 (dump file). If the calculated value is greater than 60 GB, then 60 GB is the minimum free hard disk space required. For example, in a system with 4 GB RAM, the minimum free hard disk space required for the operating system installation is 67GB (55 + 4* *1.5). Hence, 67 GB is the minimum free hard disk space required for operating system installation

269 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT If the calculated value is lesser than 60 GB, then the calculated value is the minimum free hard disk space required. Hence, 60 GB is the minimum free hard disk space required for operating system installation. 4 Click Next. 5 In the Configuration details section, enter configuration details for hard disk in the Disk Configuration section. DVD ESIS from network For ESIS from network, enter the ESIS path, <ESIS server IP address\ user name>, and password. ESIS from USB For ESIS-based installation using USB, browse to the ESIS repository folder. Virtual hard disk 6 If using ESIS from network, click Static option and in the Network Configuration for local machine section enter the following details. Ensure that you enter the IP address as recorded in the Recording Windows network configuration settings Recording Windows network configuration settings on page 14 task of Pre-migration tasks chapter. IP Subnet Mask Default Gateway Perform the following workaround if, the size of the primary partition (C drive) was less than 60 GB. the secondary partition is not used the Experion PKS System Initialization media is not used for installing Windows 7 operating system during migration from R3xx to R4xx. 1. Select the space of the extended partition which is not allocated. 2. Click New and then click Apply. The extended partition is converted to a logical partition. 3. Select the logical partition and click Delete. 4. To acknowledge the caution message, click OK. 5. Select the primary / system partition and click Delete. 6. To acknowledge the caution message, click OK. 7. Select the space which is not allocated and click New. 8. Enter the size to be greater than 60 GB and click Apply. 9. To acknowledge the attention message, click OK. 10. Select the primary partition and click Format. 11. To acknowledge the caution message, click OK. 12. Click Next and continue the installation. 7 Click Next. The Notice Of Licensed Software is displayed. 8 Click I accept the terms in the license agreement option. 9 Click Install. An error message appears after the first reboot, indicating an error occurred while trying to connect to ESIS and prompts for credentials to ESIS path. 1. Type Username and Password to connect to the ESIS share. 2. Click OK to proceed with the installation. 269

270 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 10 If using ESIS, remove the Experion PKS System Initialization media from the node being migrated. The following steps are not applicable if you are using ESIS for migration. 11 If using DVD, insert the appropriate operating system DVD. a When the following message is displayed, insert the Experion PKS System Initialization media and click OK. Several reboots may happen and the computer starts automatically in case of installation from DVD. If you are using ESIS and if a drive letter mismatch occurs, then cancel the migration and perform the following procedure. If you install the operating system on an additional hard disk drive connected to your system, the drive letter specified is reset automatically during operating system installation. You can change the drive letter, by performing the following steps. 1. Right-click on the Computer icon on the desktop and choose Manage. b Click OK. The Computer Management window is displayed. 2. In the left pane of the Computer Management window, select Computer Management (Local) > Storage >Disk Management. The disk partitions in the system are displayed in the right pane. 3. Right-click the disk partition of which you want to change the drive letter and select Change Drive Letter and Paths. 4. In the Change Drive Letter and Paths dialog box, click Change. 5. Select the drive letter from the list and click OK. If any failure occurs during starting of Experion PKS System Initialization media, refer Troubleshooting migration on page 281Troubleshooting section. c When the following message is displayed, do not insert the Experion Installation media

271 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT Do not acknowledge or close the message. You must perform the procedure Setting the binding order and LAN metric and then follow the instructions provided by this message Completing the Experion node migration The following procedure is applicable only for DVD-based migration. To continue with the Experion migration 1 Insert the Experion PKS Installation media. The Experion installation starts with the following dialog box. 2 Insert the Experion PKS System Initialization Updates media. 3 Insert the Microsoft SQL Server media. After SQL installation is complete, you are prompted for the Experion PKS Installation media. 4 If you are not using ESIS, you are prompted to insert the Experion Support and Maintenance media. After ESM installation is complete, you are prompted for the Experion PKS Installation media. 5 Insert the Microsoft Visual Studio 2012 SP1 CAB Developer media. After CAB installation is complete, you are prompted for the Experion PKS with PMD controller media. 6 You are prompted for Experion PKS with PMD controller media, only if you have selected PMD as an optional feature. 7 If you are not using ESIS, the message The Support software DVD is required to continue the install. Insert the Support software DVD into drive (source drive letter) and click Yes to continue or Press No to terminate is displayed. 8 Insert the Experion PKS Support Software media. 9 After the system installation is complete, click Yes to restart the system. 10 Logon to the node with the same user account details entered in Operating System Configuration page. 271

272 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 11 If using the ESIS for migration, remove network drive mapping. Do not open Configuration Studio from cluster nodes before attaining dual primary state

273 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 7.8 Install the VMware Tools To install the VM tools, refer to Experion PKS Software Installation User's Guide. 273

274 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 7.9 Verifying the NIC adapter settings Verify that the NIC adapters have the same speed and duplex as on the switch used for network connection. This is typically 100 Mbps full duplex. If they are not set, set them to 100 Mbps full duplex. Migration can fail because of the mismatch of the link speed and duplex settings between NIC adapters and switch ports

275 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 7.10 Add a node to a Windows domain If you require your computer to be added to a Windows domain, perform the following procedure. Prerequisites You must have a Windows domain controller installed and operational. You must have an operational DNS server. The node being added should have DNS. To add a node to a Windows domain 1 Click Change Settings. The System Properties dialog box is displayed. 2 On the Computer Name tab, click Change. The Computer Name Changes dialog box is displayed. 3 Click the Domain option button, and then type the name of the domain. 4 If prompted, type the user name and the password of the domain administrator account, and then click OK. The computer registers with the domain. This may take several seconds. 5 Click OK to acknowledge the message, and then restart the computer. 6 Log on to the computer using a Windows account with local administrator rights. 275

276 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 7.11 Run Link Domain Groups If the node is a member of a domain in which Experion High Security Policy is installed, perform the following procedure. Prerequisites Log on using an account with local Windows or Domain administrator credentials. If you are not using administrator credentials, you are prompted for administrator credentials. To run Link Domain Groups 1 Update the Experion High Security policy on the domain controller. To Update Experion High Security policy, refer to Installing the Domain Controller package Installing the domain controller package. Return to this procedure after completing the domain controller installation and continue with the next step. Ensure that the domain controller package is installed on domain controller before running the link domain on the migrated nodes. 2 Select Run as administrator. If User Account Control dialog box is displayed, enter the credentials for the account which has Administrator privileges. The Link Domain Groups dialog box is displayed. 3 Select the Details check box if any errors are indicated. 4 Click OK

277 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 5 Restart the system. 277

278 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 7.12 Changing the time zone The server time and time zone settings must remain consistent during migration. However, it may be necessary to reset the time zone settings during some migration scenarios because of the recent global time zone adjustments. After migration, verify the time zone settings on the server and client nodes to ensure that they are the same and set the time zone if necessary. This must be performed before server synchronization for the dual primary state and reestablishing server redundancy. To change the time zone 1 Click the time and date displayed in the taskbar. 2 Click Change date and time settings. The Date and Time dialog box is displayed. 3 Click Change time zone. 4 Select the correct Time zone and click OK. 5 Click Apply and then click OK. Do not change the time zone settings during migration

279 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 7.13 Return to the task that brought you here You must return to the Choosing the migration method task in the node migration chapter that brought you to this chapter and continue with the remaining tasks. 279

280 7 MIGRATING EXPERION SYSTEMS IN A VIRTUALIZED ENVIRONMENT 280

281 8 Troubleshooting migration This section contains list of errors that occur during migration. Related topics Migration error messages on page 282 Install Sequencer error messages on page 291 eserver error messages on page 303 Recovering from a hardware failure during a migration on page 304 Recovering from ICG load failure on page 305 Controller migration errors on page 306 Database (ERDB) Consistency Tool on page 310 Analyzing log files on page 311 Configuring Matrox QID display driver (PAR# 1-KS3W3F) on page

282 8 TROUBLESHOOTING MIGRATION 8.1 Migration error messages Cancelling Server B on-process migration If the installation of any software on Server B cannot be completed successfully, do not proceed further with the on-process migration. Call your Honeywell Technical Assistance Center (TAC). If you cancel on-process migration, you must restore or reinstall the previous version of Experion on Server B to return the system to a redundant server state. If you restore Server B from a disk image and Server B is part of a domain, you must remove the computer from the Windows domain and then add it again to reestablish the trust relationship. If you restore Server A or Server B from a disk image and Server A and Server B are part of a domain, you must remove the computer from the Windows domain and perform the following: Add again each computer to the workgroup Reboot each computer Add again each computer to the domain Cancelling Server A on-process migration If the installation of any software on Server A cannot be completed successfully, do not proceed further with the on-process migration. Call your Honeywell Technical Assistance Center (TAC). If you cancel on-process migration after Server A is shutdown, then you must restore the saved disk image containing the base release of Experion to Server A. You lose all the runtime data during the period that Server A is down. After Server A is restored and running, you must restore the disk image or reinstall the base release of Experion on Server B to return the system to a redundant server state. If you restore Server A or Server B from a disk image and Server A and Server B are part of a domain, you must remove the computer from the Windows domain and perform the following: Add again each computer to the workgroup Reboot each computer Add again each computer to the domain Restart migration phase 1 utility During Phase I migration, if you want to cancel the migration and start the migration from the beginning run RESTARTMIGPHASE1 utility and follow the on-screen instructions. The RESTARTMIGPHASE1 utility is located at the following path. C:\Program Files\Honeywell\Experion PKS\Utilities\RESTARTMIGPHASE1. Restarting the Install Sequencer If you find that Install Sequencer must be stopped to correct an error, the Install Sequencer can be restarted and resumed from the last operation. In most cases, nothing is lost and migration resumes from the previous point. 1. If you are using Experion PKS Installation media for migration, remove the Experion PKS Installation media from the disk drive and then re-insert it. 2. If you are using ESIS, then go to the ESIS repository and run Setup.exe and select Product Migration. 3. The Install Sequencer opens and resumes from the last operation. System Invalid state error Error Indication Cause Solution System Invalid state error occurs during migration. Wrong installation information registry entries either because of the removal of any patches or termination of a migration process in the past. Manually copy the key HKLM > Software > Experion PKS > TPS50 > InstallInfo from similar node in the cluster and restart migration. There can be changes done to the new installation information. For more information, contact your Honeywell TAC. Addressing error messages generated by the Install Sequencer 282

283 8 TROUBLESHOOTING MIGRATION The Install Sequencer detects errors while performing migration tasks and generates appropriate error message. Normally, errors fall into one of the following two types. Critical - Indicates that the error must be corrected before continuing migration. Clicking OK stops the Install Sequencer. The error can be fixed and migration restarted. Optional - Indicates that the error does not prevent migration from continuing, but you can stop the Install Sequencer, correct the fault and then restart migration. Click YES to continue with migration and click NO to stop the Install Sequencer. To address error messages 1. Note the error type (Critical or Optional) and locate the error message text in the following section. 2. Depending on the error type, select the option (YES or NO) to either continue or abort the Install Sequencer. 3. If you choose to abort the Install Sequencer, check the following listing for the error message text, the cause, and a possible solution. 4. Correct the error. 5. Restart the Install Sequencer by selecting Setup.exe on the media. Tip When you restart the Install Sequencer, migration continues from the step where the error was detected. Error indication In case of PatchDB failure, the PatchDB failed to execute error message appears. Cause Refer to error indication. Solution 1. Click ok to continue. 2. Click No and migration is completed. 3. Login with user who is part of Administrators and Product administrators. 4. Open Command Prompt using Administrator credentials. 5. Browse to <INSTALLDRIVE>\<INSTALLDIR>\PatchDB folder and execute the following command for all the databases which have patchdb contents available. (i.e. all database which have a folder present matching its name). 6. Run the following command: \Honeywell\Experion PKS\Engineering Tools\System\Bin\PatchDB.exe 1<DatabaseName> Error indication Cause Multiple users cannot be connected to the same network share. Solution 1. Perform one of the following steps. If any of the Explorer windows having the ESIS UNC path is open, then close all the Explorer windows and click Next. In the list, select the ESIS server if present and click OK to disconnect. Click Next. Cancel the installation, log off, log on, and start the installation. 2. If the error still appears, perform the following steps. Choose Start > Run and type control userpasswords2. Press ENTER. Choose Advanced > Manage Passwords. Select the UNC path and select Remove. Reboot your system and start the installation. Error indication Cause You cannot upgrade the USB-based ESIS repository on a system if it is created on a different system. Refer to Error Indication. 283

284 8 TROUBLESHOOTING MIGRATION Solution Upgrade/Resume the USB-based ESIS repository from the same system where it was created Error Message Cause Solution The support software installation fails, if you are using ESIS (ESIS on a network share or USB drive) for migrating an FTE-based (EPN/Supervisory) system. This failure is caused because the node being migrated is not able to map to the ESIS share after the FTE driver is uninstalled. To continue with the support software installation, perform the following procedure. 1. Click OK when a message similar to the following is displayed. Tip The actual ESIS path is included in the message. Therefore, the message differs depending on the ESIS path you are trying to access. On the Experion PKS R4xx.x Status Display the following message is displayed. ERROR - Installation Media Validation not available. Please correct the problem and restart. 2. Click OK. The Experion PKS R4xx.x Status Display is closed and the installation stops. 3. Browse to the ESIS repository location on the USB drive or network share to verify the connection to the ESIS share. 4. Double-click the file located at C:\Program Files\Honeywell\Experion PKS\Install \hwinstallsequencer.exe OR double-click setup.exe at the root of the ESIS repository share. 5. The support software installation continues. Error Message Cause Solution An error occurs in the Station, in the event of failure of OPM bit activation due to EMS events synchronization. Unknown To run hisint command, ensure that all history that you want to keep has been archived, the server is stopped, and database is loaded. 1. Choose Start > Run. 2. In the Run dialog box, type cmd. 3. Press ENTER. 4. In the Command Prompt dialog box, type hisint and press ENTER. 5. To see a list of options, type hisint -? Error indication Audio drops or pauses when you drag the media player window

285 8 TROUBLESHOOTING MIGRATION Description Cause Workaround This behavior is seen only when you drag the media player window from one display to another while playing the audio/video clip. Audio drops or pauses while video continues to play. Unknown. Stop playing the audio/video clip before moving the media player window from one display to another display. Once the moving operation is completed, start playing the audio again Error indication Description Cause CD/DVD drive not refreshing after removing the CD/DVD. The ICON Console Popup disc drive is installed with USB to esata adapter cable and connected to Matrox RGU, and if you remove the CD/DVD media from the esata DVD drive, it still displays the media label and content of the removed disc. Unknown. Workaround 1. Open Control Panel. 2. Search AutoPlay. The AutoPlay option is displayed. 3. Click AutoPlay. 4. Clear Use AutoPlay for all media and devices check box and click Save. 5. Close the window. 6. Restart the system to apply the changes. Error indication Description Cause Workaround The displays continue to indicate that the system is starting. This issue is observed, when the displays are configured for normal operations in which local video displays are disabled and all remote displays are enabled and are in use. For Matrox Millennium P690 PCI, the display numbers 1 and 6 are disabled. For Matrox Extio F1400, display numbers 2, 3, 4 and 5 are enabled with display 2 set as Primary. The primary VGA video controller that the system uses is the Matrox P690 PCI so system POST is displayed. Once Windows OS starts taking control, Windows would normally switch the output on this card to high resolution mode which would effectively reset the display. However, in the above configuration, since remote monitors are set as Primary displays when switching to remote displays, Windows ignores the local display (as in Windows Matrox P690 PCI displays are disabled). It does not cleanly reset the signal going to the local video monitor. The result is that the last information displayed when in VGA (VESA) mode remains on Matrox P690 PCI screen. In this case, user continues to see Windows logo on Matrox P690 PCI display number 1. Display screens associated with Matrox P690 PCI are only used for setup, maintenance, and system administration by the systems manager(s) and not seen by the operators in the control room. However, this issue needs to be understood by system managers, as anyone looking at the local screens may get a wrong impression that the system is still booting up when it is not the case. None. Issue is logged with Matrox and Honeywell is working to have this issue resolved. Before referring to the issues describes in this section, verify the LED status on the interface card at the workstation and the Matrox Extio2 RPS unit. Locating the LEDs (Workstation s interface card): The TX (transmitter) and RX (receiver) are the LEDs located on the Workstation. They are located next to the optical connector on the card bracket as illustrated in the following figure. 285

286 8 TROUBLESHOOTING MIGRATION Matrox Extio2 RPS unit: On the Matrox Extio2 RPS unit, each optical connector has one LED. The LED is located on the side of the optical connector and is visible through the ventilation holes at the top of the Extio2 unit, as illustrated in the following figure. The power and the status LEDs are visible in the front of the unit. The following image illustrates the status of the LEDs status on the Workstation s interface card and Matrox Extio2 RPS unit. The following are the troubleshooting issues in

287 8 TROUBLESHOOTING MIGRATION Issue Audio playback dropping CD/ DVD drive does not refresh after opening it from the esata DVD drive Description Cause: This behavior is observed when you drag the media player window (while playing back the Audio/Video clip) from one screen to another. Audio playback drops or pauses while video continues to play. This condition is rare on Experion station because of operating system tweaking Experion PKS System Initialization media. This disables media player on Experion station. See the following extracts from operating system tweaking documentation for Honeywell Experion PKS System Initialization media. Windows Media Center Description: Windows media center is disabled on the workstation. However, windows media player is not removed as it removes the ability to block USB thumb/flash drives from accessing the system. Workaround: Stop the audio playback before moving the media player window from one display to another display. When the moving operation is completed, start playing the audio again. Cause: The Icon Series Console pop-up disc drive is installed with USB to esata adapter cable and connected to Matrox RGU. After you open the CD/DVD media from the esata DVD drive, the media label and content still appears. Workaround: Perform the following steps. 1. Choose Start > Control Panel The Control Panel window is displayed. 2. In the search box, search for AutoPlay. The search results displays the AutoPlay. 3. Click AutoPlay. The AutoPlay page is displayed. 4. Clear the Use AutoPlay for all media and devices check box and then click Save. 5. Close the window and restart the system to apply the changes. 287

288 8 TROUBLESHOOTING MIGRATION Issue Description No audio after installation Cause : After few minutes, the display disappears on 23.1 inch monitors (wide screen). Small USB to USB cable interface missing between Fiber Optic card and Workstation USB port. Workaround : Refer to the Installing the RPS components at desktop station and Installing the RPS components at Icon Series console sections in the EXTIO2 Remote Peripheral Solution Installation Kit Instruction depending upon the console for cable interface details. If Interface is not a problem. Then insert the Experion PKS System Initialization media and perform the following: 1. Choose Start > Run. The Run dialog box is displayed. 2. Perform the following depending on the release. If you are installing Matrox Extio2 RPS driver for Experion R400.x, then browse to the following location Extio_F2408_Driver _for_Windows_7_32bit (for ExperionR400.x) on the Experion PKS System Initialization media. If you are installing Matrox Extio2 RPS driver for Experion R410.x\R43x.x, then browse to the following location Extio_F2408_Driver _for_Windows_7_ 64bit (foran Experion R410.x/R43x.x/R431.x.) on the Experion PKS System Initialization media. For setup file browse to the following location \PACKAGES\DRIVERS\RPSUI \EXTIO2\Matrox.setup.exe 3. Click OK to run the file. A dialog box is displayed prompting you to overwrite Matrox drivers. 4. Click Yes and continue with the installation. Cause: This occurs as the IPM settings on the Monitor is in the Sensor mode. Workaround: Perform the following: 1. On the Monitor press Menu > IPM Setting and make the IPM Settings as the standard setting. 2. Press Menu again to save the settings. (Standard Mode: Monitor enters power save mode automatically when the input signal is lost.) 288

289 8 TROUBLESHOOTING MIGRATION Issue No video is displayed or audio is heard after migrating from Extio1 to Extio2. Description Ensure that you are using the correct fibre-optic cable. When migrating from Extio1 to Extio2 ensure to review the key differences in the fiber-optic cable length or fiber-optic cable type requirements between Extio1 and Extio2 as displayed in the following table. Disconnecting or removing the fiber-optic cable from the Matrox Extio2 RPS setup while it is in a working condition results the workstation to hang. The display does not resume to its normal operation even after reconnecting the fiberoptic cable back to the Matrox Extio2 RPS. Cable type Extio fixed or RG Series OM1 150M 70M Extio F2x08 OM2 250M 150M OM3 Not Supported 380M OM4 Not Supported 400M OS1/OS2 Not Supported 1Km If you want to maintain the distance between remote workstation and remote peripherals while changing from Extio1 to Extio2, then the existing fiber optic cable cannot be used. For identifying the correct fiberoptic cable required, refer to the section Fiber-optic cable which describes the fiber-optic cable requirements or specification. Cause: Removing the fiber-optic cable from a live setup is as good as removing hardware from live unit. Do not pull the fiber-optic cable while the Matrox Extio2 RPS is in a normal working condition. Workaround: Force restart the Matrox Extio2 RPS and shutdown the workstation. Connect the removed fiber-optic cable back to the Matrox Extio2 RPS and the workstation and turn on the workstation. Error indication Audio play back drop. Description Cause Workaround Station alarm audio not audible. USB audio issue. Apply the Microsoft KB hotfix patch available in the Honeywell Process Solutions website. The down loader link is as follows: The data sheet link is as follows: Experion/ms-ns-kb datasheet.pdf Error indication Keyboard not working or system stops responding in Matrox Extio-2 BIOS setup in Dell T3600XL or HP Z620 workstation. Description Cause Workaround In Dell T3600XL or HP Z620 workstation, the QWERTY keyboard connected to the Matrox Extio-2 RGU keyboard on POST (Power On Self Test) USB port does not work in Matrox BIOS setup. Dell T3600XL or HP Z620 workstation has a UEFI-based system BIOS, you cannot use the EXTIO F7 setup utility with a UEFI-based BIOS. None. Error Message A message Access denied is displayed in Station, after migration of EST. Due to this error, unable to change the value of TPS points from displays in the Station. 289

290 8 TROUBLESHOOTING MIGRATION Cause Unknown Solution 1. Choose Start > All Programs > Honeywell Experion PKS > System Management > Configuration Utility. The Configuration Utility is displayed. 2. Select Configure >HCI Component. The HCIComponent dialog box is displayed. 3. Select the Component nameas TPNServer. 4. Click Enter/Edit Server Specific Configuration. A message Do you want to edit the server specific configuration is displayed. 5. Click Yes. 6. Click Default Access and Priority Levels tab. 7. Change the Access Level from VIEW ONLY to required access level. 8. Click OK. 9. Click Apply and OK. Error Indication Cause Workaround After T-node migration from Experion R400.x to R432.x, TPN personality folder does not get installed in the proper CIP path. TPN personalities are not integrated into Experion installation so they do not follow CIP path. Only Experion installation packages follow CIP path. So TPS personalities are copied to default Program Files after server migration. Perform the steps as mentioned in the following scenarios. If the personality installer is TPN R683 or a later release: 1. Delete the contents of C:\Program files\ Honeywell\TPS\Emulator\Personalities and install TPS personality release R683 or later. 2. Restart the node. If the personality installer is prior to TPN R683 release: 1. Manually move the Personalities folder from the path C:\Program Files \Honeywell\TPS\Emulators\ to the Custom Installation Path (CIP) (\Honeywell\TPS \Emulators\) 2. Restart the node

291 8 TROUBLESHOOTING MIGRATION 8.2 Install Sequencer error messages The following messages may be generated by the Install Sequencer when an error is detected. This listing contains the text of the error message, the possible cause and a solution to correct the error. These error messages may occur during migration process. The following error occurs only if you are performing ESIS-based installation on Dell R710, T310, and T610 servers, and you are not using embedded OS media for OS installation. Error Message Cause Solution Failed to copy option disk file. Unknown. If you are performing OS installation using Experion PKS System Initialization DVD, perform the following steps. 1. Click OK to acknowledge the message. 2. Insert Experion PKS System Initialization media and install Broadcom driver by clicking setup.exe from <EXPPus_Media>\Packages\Drivers\Network\Broadcom BCM5708C NetXtreme. 3. Remove the Experion PKS System Initialization media. 4. RunCDChanger.exe from C:\Windows.old\Programdata\Honeywell\Install\Init Media\ConfigurationFiles. Installation continues. Error indication Cause An error, The Windows Installer service is not responding occurs when a step in the installation fails to install on any node type Windows Installer Service is not responding Solution 1. Click OK to acknowledge the error. 2. Reboot the computer, then you must log back onto the computer as HPSInstall account on the current computer. 3. Restart the setup.exe in the root directory of the installation media. OR Run HWInstallSequencer.exe from <Install drive:>\<install Path>Honeywell \ Experion PKS\Install folder to resume installation. Error Message Cause The directory is not empty. Trying to delete a directory while copying and has an application in active stage. 291

292 8 TROUBLESHOOTING MIGRATION Solution 1. Click OK to acknowledge the error. 2. Installation proceeds and the Status panel is displayed. 3. Click Cancel on the Status panel and select Yes for aborting the installation. 4. If DVD based installation, perform the following steps. a. Remove Experion PKS Installation DVD and insert Experion PKS Support DVD. b. Double-click CopyUtilWrapper.exe from <Experion PKS Support DVD> \CopyUtilWrapper\CopyUtilWrapper.exe. c. Click OK when the success message is displayed. d. Remove Experion Support DVD and insert Experion Installation DVD. 5. If ESIS based installation, perform the following steps. a. Double-click CopyUtilWrapper.exe from <ESIS_Share>\D_SUP \CopyUtilWrapper\CopyUtilWrapper.exe. b. Click OK when the success message is dsiplayed. 6. Restart the installation by clicking setup.exe. Error Indication Cause Solution After starting the Station, the Station does not connect to the server. This occurs during dual primary state. Unknown. During dual primary state, when starting the Station on Server B, the Station number must be 1. Error Indication Cause Solution The Experion Station does not respond while accessing the Server Script. This occurs during dual primary state. Unknown. Open Command Prompt and type hscconfig/addtrustedsites. Error Indication While opening the Alarm and Event DSA report, an active X error message occurs (as illustrated) and Internet Explorer security warning message appears. Cause Solution Unknown. Add security_hscstationwindow.exe as a trusted site in IE. Error Indication Cause While opening different pages from Station, Internet Explorer security warning message is displayed. Unknown

293 8 TROUBLESHOOTING MIGRATION Solution Add security_hscstationwindow.exe as a trusted site in IE. Error Indication Station experiences an application error when the Callout feature is used on the systems with the Matrox QID LP PCIe quad screen display adapter card/extio-1 (TP-RPSF01). Tip Callouts are error messages that are displayed in a small window near an element rather than in the message zone. Cause Solution The Matrox QID LP PCIe quad screen display adapter card/extio-1 (TP-RPSF01) is incompatible with the Callout feature that has been added to Station from. There are the following two possible solutions to this incompatibility. Force software rendering for the Callout feature. This must be done from each Windows account that uses the Callout feature. Open Windows Explorer and navigate to <Experion Software Path>C:\Program Files\Honeywell\Experion PKS\Client\Station. Double-click the MatroxQIDQuadCardConfiguration.reg file. Click Yes to merge the registry. Disable the Callout feature. To disable callouts, go to Configure > System hardware > Server wide settings on Station and clear the Enable callouts option. Error Message Cause The instruction at 0x008b2c3b referenced memory at 0x a. The memory could not be read. Click OK to terminate the program. Floppy drive or the USB device content is corrupted. Solution 1. Copy the content from the following EMSN path to the Floppy drive or USB device: <EMSN path>\honeywell Experion PKS\Migrate\<Node Name>\Logcapture \Configfiles. 2. Copy the content from the following EMSN path to the root of the floppy drive or USB device: <EMSN path>\honeywell Experion PKS\Migrate\<Node Name> \Logcapture\Configfile\init media\autounattend.xml. 3. Select all the files copied to the floppy drive or USB device and go to properties and clear the archive attribute. 4. Restart the migration. Error Message Cause Solution Unknown Error Initialization Error None Error Message Unable to Retrieve Migration Information. Cause Unable to Read Migration Registry Information. Solution Problem with HKLM\Software\Honeywell\Experion PKS\Migrate (Controlled by ). Error Message Cause Solution Migration Drive not found. EMSN Drive at specified location is not present or connected. Reconnect to EMSN Drive (Controlled by). Error Message Error messages for exception handling. 293

294 8 TROUBLESHOOTING MIGRATION Cause Solution Exception handling. Contact Honeywell TAC. Error Message Cause Solution USM.exe file missing. Unknown Green FTE and DNS default gateways must match the Yellow FTE setting. The following error message is displayed by the Install Sequencer during the last phase of migration, if the system does not have a floppy drive. Error Message Cause Solution Error 9 (Subscript out of range) in procedure DeleteRegistryFile of Class Module Phase3 Dell platforms without a floppy drive. None An error message may occur and indicate that it is because of a 1603-error. This error occurs sporadically at different stages of migration. Error Message Cause Solution 1603-error occurred Undetermined Examine the last two or three entries in the latest log that was modified in the C:\Install directory of the node under migration. If a log entry indicates that the migration terminated because of a 1603 error, then Restarting the Install Sequencer on page 282Restarting the Install Sequencer. Continue with migration. The following message indicates an error was detected during the software installation on ESIS. Error Message Cause Solution Network drive is not connected. Disconnected network drive. If your switch is configured to 100mbps/Full Duplex, set the link speed of the NIC from Auto Negotiate to 100mbps/Full Duplex and then click OK. The following message indicates an error was detected during the OS installation on ESIS. Error Message Cause Solution Network based installation of OS is not working. Unknown Remove <EnableNetwork>True</EnableNetwork>from the file AutoUnattend.xml available in the Config files saved in floppy drive, network, or USB device during Phase 1 of migration. The following error message occurs while installing WS490A08.exe located at Z: Packages\Firmware\BIOS \490. Error Message Cause Solution The publisher could not be verified. Are you sure you want to run this software. BIOS version is lower than the latest version available in tbe Experion PKS System Initialization media. Click Run and proceed with the installation. The following issue occurs while creating an ESIS repository on the local drive of a machine with Windows XP operating system

295 8 TROUBLESHOOTING MIGRATION Error Indication Cause Solution 1. Cancel the ESIS Folder Properties dialog box is displayed without a Sharing tab. Use simple file sharing [Recommended] check box is selected, in the Folder Options dialog box. 2. Choose Start > Settings > Control Panel. 3. From the Tools menu, click Folder Options. The Folder Options dialog box is displayed. 4. Click View tab. 5. Clear the Use simple file sharing [Recommended] check box. 6. Log off and then log on the system. 7. Resume the ESIS creation. Error indication Cause Solution You cannot upgrade the USB-based ESIS repository on a system if it is created on a different system. Refer to Error Indication. Upgrade/Resume the USB-based ESIS repository from the same system where it was created Database migration The following messages indicate an error was detected during the migration of the system's database. Error Message Cause Solution Some blocktypes have failed to migrate. Please collect error logs from the C:\ProgramData \Honeywell\Experion PKS folder and contact TAC. If you have collected the error logs, then click OK to proceed with the migration process. Error indicates that some blocktypes have failed during migration from the previous release to the current release. The blocktypes which failed are logged in the IXP Error Log files. This error may result in improper functioning of these blocktypes in Control Builder after migration. Collect the error log files and contact Honeywell TAC. The following messages indicate an error was detected during the installation of the operating system when using the Experion PKS System Initialization DVD on supported hardware platforms. Error Message Cause Solution Passed parameter to OS Migration Plug-In was unrecognized. Parameter passed to OSMig was not a supported parameter. OSMig only supports a -S for size check as a parameter. Error Message OS Migration Plug-in does not support the phase value of %Migration phase%. Cause Migration Phase was not 1, 2, or 3. Solution Fix Migration Phase. Error Message Cause Solution OS Mig found more than 5 or more Network Cards configured in the system. Experion only supports up to 4. More that 4 NICs have been detected in the system. Return the system to a supported configuration. 295

296 8 TROUBLESHOOTING MIGRATION Error Message Cause Solution Unable to validate configuration. Error reading registry information. Migration information from Phase 1 was not available. Restart the Migration phase, verifying logged in user has access to write to registry, (that is Admin rights). Error Message Cause Solution Topology Change Detected! Number of NICs when you started was x, but is now y. Previous system had x number of NICs, where current system has y number of NICs. Number of NICs must be increased or reduced based on the numbers returned. Error Message Cause Solution Current IP Address on % Current NIC Name % does not match any previously configured IP Addresses. Currently configured IP Address does not match any IP addresses from the previous configuration. Reapply original IP Addresses. Error Message Cause Solution Current Subnet Mask Address on % Current NIC Name % does not match previously configured address. Currently configured Subnet Mask does not match the one used in the previous configuration. Reapply original Subnet Mask on the NIC Identified. Error Message Cause Solution Current Gateway Address on %Current NIC Name% does not match previously configured address. Currently configured Default Gateway does not match the one used in the previous configuration. Reapply original Default Gateway on the NIC Identified. The following messages indicate an error was detected during the preparation or installation of the Experion software. Error Message Cause Solution Unable to copy the floppy drive or USB device content. Floppy drive or the USB device content is corrupted. Copy the content from the following EMSN path to the Floppy drive or USB device: <EMSN path>\honeywell Experion PKS\Migrate\<Node Name>\Logcapture\Configfiles. Error Message Cause Solution Error occurred trying to copy Product Version file, Product Migration plug-in halted mid operation! Error while trying to copy ProductVersion.txt Verify that the logged on account can access the file, which exists, but is not currently open. Error Message Cause Solution Failed to locate the files stored on the EMSN in phase 1, ProdMig plug-in halted mid operation! Required files saved in phase 1 of migration do not exist on the EMSN. Check the location of the EMSN node. If possible, re-run phase 1 of migration. Error Message Error occurred trying to copy Product Version file from EMSN, Product Migration plug-in halted mid operation! 296

297 8 TROUBLESHOOTING MIGRATION Cause Solution Error trying to copy ProductVersion.txt Verify that the logged on account can access the file, which exists, but is not currently open. Error Message Cause Solution Product Version File is currently opened and cannot be backed up. Error trying to copy ProductVersion.txt, because file is currently open. Close the application that has the file open. Error Message Cause Solution Plug-In status file - ProdMig.txt is missing. This might lead to failure of Experion PKS Migration. Do you want to Continue? Click OK to proceed with Experion PKS Migration OR click Cancel to Exit. Possible option selected incorrectly. If failure of migration occurs, restore node and start migration again. Error Message Cause Solution Product Version File could not be located on this system Required configuration file does not exist. Check system, as it does not appear to have a valid configuration. Internal: Systems that have had NTSetup run are not supported for Migration. Error Message Cause Solution System is missing required information for the Plug-in to Continue. Required Installation information is missing. Problem with HKLM\Software\Honeywell\TPS50\InstallInfo. Error Message Cause Solution Unable to locate an Installed Experion Product. Could not find an installed version of Experion to migrate. None Error Message Cause Solution WMI encountered a problem and needed to close. WMI aborted during the shutdown phase of a preceding reboot. Click the Close button and ignore this message. Error Message Cause Solution FTE is NOT ENABLED and is REQUIRED for a Product Change. Press <OK> to exit then re-start migration after correction. Ethernet network must be converted to an FTE network before migrating a SCADA system. See the Fault Tolerant Ethernet Installation and Service Guide for instructions on installing FTE. Error Message Cause Solution *WARNING* Cannot determine the media revision number, set revision to unknown Indicates that the network is currently unavailable. Disregard the warning. Click OK. Migration stops. See Restarting the Install Sequencer on page 282Restarting the Install Sequencer. 297

298 8 TROUBLESHOOTING MIGRATION Error Message Cause Solution Addroute.exe - Application Error The instruction at 0x7c8417af referenced memory at 0x The memory could not be read. Click on OK to terminate the program Click on CANCEL to debug program Different versions of IDriver used during installation. Click OK to continue with installation. Addroute application works successfully after installation and reboot. The following message may occur during the migration of an R301.3 EST that has TPN Backup and Restore utility installed. Error Message Cause Solution TPN_Backup_Restore - InstallShield Wizard A later version is already installed on this system. Please uninstall the newer package prior to installing an older one. A conflict was detected on the version number of the TPN Backup and Restore utility currently installed on the system and the version number on the Experion Apps DVD media. Click OK to continue with migration. After migration is complete, manually remove TPN Backup and Restore utility (using Add or Remove programs) from the system and install the same utility on the system from the Apps DVD media. This message indicates an error has been detected by the Windows OS during Experion installation. The following figure is a typical example of the error dialog box generated by Windows. installation. The following figure is a typical example of the error dialog box generated by Windows. Error Message Cause Solution System Event Server encountered a problem and needed to close. Other software components or services may be displayed in this error message, such as System Performance Server, WMI, Component Admin Service, Remote Config Service and others. System migration and upgrades often remove or replace software components with newer versions. During an upgrade, it is not uncommon that Windows may present an error dialog box similar to this message after a reboot. The notable feature here is the This error occurred on phrase which usually indicates that an error occurred while the component (or service) was being shut down in order to reboot the system. This generally means that something required by the component (in this case, the System Event Server) was changed during the upgrade and the component was not able to shut down cleanly. Click Close on the error dialog box and continue. Note that if this error dialog box occurs again with the same component in a non-migration situation, then a problem exists

299 8 TROUBLESHOOTING MIGRATION Error Message Cause Solution Plug-In hscmigplugin.exe has failed. The migration tool was unable to restore archives because the drive where the archives were stored is not present Click OK to continue. If the archives were present on a second hard disk (for example: e:\), ensure the hard disk is connected. Then restart the Continue migration phase at the first step (Insert Experion PKS Application media), and Click Setup.exe to restart the. The Microsoft SNMP Service may fail to completely shutdown. Error Message Cause Solution Errror 1921.Service SNMP Service (SNMP) could not be stopped. Verify that you have sufficient privileges to stop system services. A timing issue. Use Windows Task Manager to end the SNMP process and then click Retry. The Experion software installation continues normally. The following message indicates that an error was detected during the migration of CAB files if installed in the system. Error Message Cause Solution Exception Occurred in CAB Migration Plug-In Indicates that an older CAB patch was not removed. Call Honeywell TAC. Supply the contents of the log file at c:\program Files\Honeywell \Experion PKS\Migrate\Plugin\CABmigrplugin\CABMigrPlug-in.log The following message may appear during Experion Support Software installation on the ACE node. Error Indication Cause Solution Password utility tool runs automatically during Experion Support Software installation. Undetermined Click None to continue after the Password utility execution completes. The following message may appear during Experion Support Software installation. Error Message Cause Solution Error (Not found ) in procedure Add_Drive_To_IE_Settings of Module IESecuritySettings. Failed to add D to IE local intranet security settings. Do you want to proceed? The Drive D is not available. Utility failed to remove Drive D from the IE Security settings. Click OK to continue migration. Generally, performing engineering changes during migration is not allowed and is not recommended. Certain operations are restricted during migration. For example, performing tasks such as load Enterprise Model system configuration or import network definitions during server migration, when Server B and Server A are operating in Dual Primary state, causes error messages to be generated. These messages alert you that the current function is not allowed. One error message may state Function not allowed when connected to Secondary Database. The message is incorrect and must state Cannot change ER while on-process migration is enabled. Error Cause Localization migration is not supported for this version. The base system s Experion release is different from the release supported for migration. 299

300 8 TROUBLESHOOTING MIGRATION Solution Follow the preparation and migration steps mentioned in the following sections of this guide. Preparing localized systems for migration. Restoring localized application settings. Error Backing up of database settings failed. Cause You do not have sufficient privilege to access database Or SQL services are not started properly. Solution 1. Verify that logged-in user has privilege to access the database. 2. Restart the SQL services. Error Message Cause Solution Reverting database settings to English (United States) failed. Refer the log file at C:\Documents and Settings\All Users\Application Data \Honeywell\Experion PKS\I18NDBL10NErr.tx to determine the cause of failure. Revert the database settings to English (United States) using DBLocalization utility present at C:\Program Files\Honeywell\Experion PKS\EUI Pack\Tools \I18NDBLocalization.exe. Error Message Cause Solution Backing up of EUI Language ID failed. EUI pack is not properly installed. Ensure that EUI pack is properly installed. Error Message Cause Solution Backing up of Operating System locale settings failed. You do not have sufficient privileges. None. Error Message Backing up of I18N settings failed. Cause Unable to determine Experion subsystem on which plug-in is executing. Or Unable to revert up the operating system (SYSTEM/USER/INPUT/MUI locale settings) settings to English (United States)

301 8 TROUBLESHOOTING MIGRATION Solution Refer the log file at C:\Install\i18nplugin.log to determine the cause of failure. If the cause is the failure to revert the operating system, perform the following steps. 1. Choose Start > Control Panel > Regional and Language Options. The Regional and Language Options dialog box is displayed. 2. On the Regional Options tab, select English (United States) in the Select an item to match its preferences, or click Customize to choose your own formats drop-down list. 3. On the Languages tab, select English (United States) in the Languages used in menus and dialogs drop-down list. 4. On the Advanced tab, select English (United States) in the Select a language to match the language version of the non-unicode programs you want to use and then select Apply all settings to the current user account and to the default user profile check box. The Change Default User Settings dialog box appears. 5. Click OK. 6. Click Apply on the Regional and Language Options dialog box. The Change Regional Options dialog box is displayed. 7. Click Yes to restart the computer for applying the regional options. Error indication Cause Start and Stop options are disabled for SES (System Event Server) and SPS (System Performance Server) on System Management Display. Security file does not have privileges for Product Administrators. Solution 1. Choose Start > All Programs > Honeywell Experion PKS > System Management > Configuration Utility. The Configuration Utility dialog box is displayed. 2. Select Configure > HCI Component. 3. From the Component Name list, select SES <Server Name> or SPS <Server Name>. 4. From the Secured Methods, click Start. 5. Click Set Security. The Operator Properties dialog box is displayed. 6. Click Security tab. 7. Click Edit. The Permissions for Operator dialog box is displayed. 8. Click Add. The Select Users Or Groups dialog box is displayed. 9. In the Enter the Object names to select, enter <machine name\product Administrator> 10. Click OK. 11. From the Permission Of Product Administrator list, select Read and Read & execute check boxes. 12. Click Apply. 13. Click OK. Error indication Cause While migrating from Experion R430.1 to R432.x, during dual primary state, unable to start Control Builder on Server A. Unknown 301

302 8 TROUBLESHOOTING MIGRATION Solution On a Flex or Console Station, connect to Server A and then start Control Builder

303 8 TROUBLESHOOTING MIGRATION 8.3 eserver error messages Error Indication Cause Solution During off-process migration of eserver, if blank password is entered for either StandardAccessAdmin or StandardAccessUser in the Enter Experion PKS Server eserver Account Passwords dialog box, an unrecognized error appears. Entry of blank password for the StandardAccessAdmin or the StandardAccessUser. You must perform the migration again and ensure that correct passwords are entered. 303

304 8 TROUBLESHOOTING MIGRATION 8.4 Recovering from a hardware failure during a migration If your computer stops responding or fails during a migration, you must follow the steps in the following procedure to recover from the failure and continue with your migration. The intent of this procedure is not to detail all of the possible hardware failures but rather to detail the steps that must be taken after the hardware failure has been identified and corrected. 1 Correct the failed hardware, for example replace hard drive, and so on. 2 Copy the contents of Config file from the EMSN LogCapture folder to the root of the floppy disk or USB drive. 3 Insert the floppy drive or USB drive. 4 Restart the computer using Experion PKS System Initialization media. 5 Perform the procedure Installing the operating system using Experion PKS System Initialization media on page 82Installing the operating system using Experion PKS System Initialization media

305 8 TROUBLESHOOTING MIGRATION 8.5 Recovering from ICG load failure On completion of ACE migration, you load the ICG (Inter-cluster gateway). If this load is unsuccessful, the following error message is displayed: Could not send request to controller. To load the ICG, perform the following: 1 Open the Command Prompt. 2 Run C:\Program Files(x86)\Honeywell\Experion PKS\Utilities\pwduti\dcomperm.exe" -runas {DB3C990A-1A6E-442c-88C6-9A4C5A179BDC} \mngr " Or For custom installation path, browse to %user selected path%\honeywell\experion PKS\Utilities\pwduti \dcomperm.exe" -runas {DB3C990A-1A6E-442c-88C6-9A4C5A179BDC} \mngr " 3 Restart the computer. 305

306 8 TROUBLESHOOTING MIGRATION 8.6 Controller migration errors Some errors that may occur during controller firmware migration are described here. Specifically, these are errors or messages that may occur when using the Controller Migration wizard to migrate the firmware in Experion control hardware. Related topics Controller Migration wizard errors on page 306 Data collection in case of a Controller OPM failure on page 306 SCMs in peer controllers (step timeout or failure notifications) on page 306 Controller Migration timeout or error due to mismatched peer references on page 307 Series C I/O errors on page 308 Incorrect Devicenet address configuration error on page 308 C300 OPM failure on page 308 C200 OPM failure on page Controller Migration wizard errors Error Indication Cause Solution On a localized system, the on-process migration option is disabled in the Controller Migration wizard. NA Restore the localization settings back to English (United States) and perform OPM of controllers Data collection in case of a Controller OPM failure If a controller fails during migration you must collect data from both primary and backup controllers according to the following table. Then contact Honeywell Technical Assistance Center (TAC) and send it to them for analysis. If failure occurs when migrating C200 and C300 Controllers C200 and C300 Controllers C200 and C300 Controllers C200 Controller C200 Controller C300 Controller Data to collect Bitmap of Controller Migration wizard report screen. Bitmap of primary controller FB Redundancy tab. Bitmap of secondary controller FB Redundancy tab. NTools Chassis Capture of primary chassis. NTools Chassis Capture of secondary chassis. Capture error log files from the location C:\ProgramData\Honeywell \ExperionPKS SCMs in peer controllers (step timeout or failure notifications) During migration of controllers that contain SCMs in their control strategy, the SCMs in peer controllers may experience delay during the control freeze period resulting in step timeout or failure notifications. These errors are expected and are explained here. In the case that the target of a store is undergoing OPM, the target stops responding to store requests and it does not migrate the fact that store requests have been made. The net result is that the stores time out on the originator and it retrieves. This raises store fail alarms which are expected

307 8 TROUBLESHOOTING MIGRATION When OPM is initiated on the originator of a store, the control function is responsible for migrating the state that a store was made and is pending. When the secondary controller resumes control, no store errors must be reported by the new secondary and every store that was pending at the start of migration must be reinitiated. This may result in duplicate stores being made but a store must not be lost. You must make a deliberate decision about the possible risks to the applications before doing Freeze and Switchover. Any effects would be the same as OPM Controller Migration timeout or error due to mismatched peer references During controller migration, if a timeout occurs while waiting for indirect sync or an error message appears during the Performing Synchronization and Switch-over of Redundant Chassis Pair stage of the migration and the Station Event Summary display shows an OPM: Open I/O Conns Failure notification. This is because the migration may have failed due to mismatched peer references between the ERDB and the controller being migrated. This mismatch can occur when the peer definition block is reconfigured and reloaded, but the block with the peer reference is not subsequently reloaded. You must ensure that all peer references in the CPM being migrated are working as expected and then reattempt the on-process migration. Warning or error messages due to function block errors During migration when the database is copied back onto the node (after Experion software installation), a screen may appear warning of errors detected in the function blocks migrated into Experion R Normally you can select Continue with Migration without canceling the migration. See the following figure for an example screen. Figure 1: Error warning during controller migration Message indicating Phantom FTEB modules in database This message indicates that a database inconsistency has been detected between the Monitoring ERDB and the loaded C300 Controller configuration. 307