Document Title: PRODUCTION OF QCS SERVER AND ALLIANCE VIEW SERVER ON WINDOWS SERVER 2016 (X64) Where Used: , ,

Transcription

1 Where Used: , , Page 1 of 76 Contents 1. About this Document RAID Configuration (Optional) Starting the RAID Configuration Program Deleting RAID configuration RAID Configuration Hot spare Configuration Overview of ESIS Setting up an ESIS repository ESIS folder mapping Installing the Operating System for a QCS-Only Server QCS Server Checklist QCS AV Server Checklist Windows Operating System only Checklist Experion PKS System Installation Generation of Configuration Files Generating the Configuration Files for QCS Server Generating the Configuration Files for QCS Alliance View Server Generating the Configuration Files for Windows Operating system only Installing the QCS Server Installing the QCS Alliance View Server Installing the Windows Operating System only Display Properties configuration Installing the RAE Related documents EPDOC-XX36-en-5A Experion Fault Tolerant Ethernet Installation and Service Guide Real-Time Application Environment (RAE) R7.1 with Experion R5.1 Release and Installation Notes Manager, Engineering: Originator: Hrishikesh Thakre Barun Paul DATE: DATE: April 6, 2017 Rev Original Date Issued: April 6, 2017

2 Where Used: , , Page 2 of About this Document This document provides the procedure to install the Operating System for QCS Server and Alliance View Server using the Experion PKS System Initialization media. These instructions are applicable to Dell PowerEdge R330, Dell PowerEdge T330 Servers, and Virtual Machine running on Honeywell qualified vsphere Environment. 2. RAID Configuration (Optional) Dell Servers comes with QCS recommended RAID configurations. Follow the procedure given below to re-configure RAID or else proceed with the Step Starting the RAID Configuration Program After the system restarts, start the RAID Configuration program. To start the RAID Configuration program: 1. After the system restarts, a message appears, prompting you to press <Ctrl+R> to run the Configuration utility. RAID Configuration utility program starts Deleting RAID configuration Delete the existing RAID Configuration. CAUTION: Deleting the RAID Volume deletes all the data from the Hard Disk. To delete RAID Configuration: 1. Start the RAID Configuration Utility program. 2. Under Virtual Disk Management (VD Mgmt), select Controller PERC H730 Adapter (Bus 0x03, Dev 0x) by using the UP/DOWN ARROW key. 3. Press F2 to view the options available. 4. Select Clear Config by using the UP/DOWN ARROW key. A message prompting you to confirm to clear the configuration appears. 5. Answer YES to confirm RAID Configuration To setup RAID configuration: 1. Start the RAID Configuration Utility program. 2. Under Virtual Disk Management, select Controller PERC H730 Adapter (Bus 0x03, Dev 0x) by using the UP/DOWN ARROW key. 3. Press F2 to view the options available. 4. Select Create New VD by using the UP/DOWN ARROW key. 5. Press [ENTER]. The Create New VD screen appears.

3 Where Used: , , Page 3 of Press [TAB] key to select the RAID Level row. 7. Press [ENTER] to view the list of RAID Level available. 8. Select RAID-5 from the list by using the UP/DOWN ARROW key, and then press [ENTER]. 9. Press the [TAB] key to go to Physical Disks section. 10. Under Physical Disks, select drives :, :01 and :02 by using SPACE key. 11. Press [TAB] key to go to VD Name field under Basic Settings section. 12. Under Basic Settings, type VD name in the VD Name field. For example: SYSTEM. 13. Press [TAB] key to go to Advanced Settings section and press SPACE key to select it. 14. Press [TAB] key to move to Initialize row and press SPACE key to select it. 15. Press [TAB] key to move to OK and press [ENTER]. NOTE: Initialization deletes all the data in the virtual disk and a message appears prompting you to confirm deleting the data. 16. Select OK and press [ENTER] to continue. NOTE: Ensure that Virtual Disk capacity is displayed as 1%. 17. Press [Esc] to exit. A message appears prompting you to confirm the exit. 18. Select OK and Press [ENTER] Hot spare Configuration To setup Hot spare configuration: 1. Start the RAID Configuration Utility program. 2. Press <Ctrl+N> to go to PD Mgmt main window. 3. Under Physical Disk Management, select disk :03 by using the UP/DOWN ARROW key. 4. Press F2 to view the options available. 5. Select Make Global HS from the list. 6. Press [ENTER]. A message appears prompting you to confirm the global hot spare to give priority to the enclosure in which it resides. 7. Select YES and press [ENTER].

4 Where Used: , , Page 4 of 76 Figure 1 Hot spare Configuration 8. Press [Esc] to exit. A message prompting you to confirm the exit appears. 9. Select OK and press [ENTER] to confirm. 10. Press <Ctrl+Alt+Del> to restart the system

5 Where Used: , , Page 5 of Overview of ESIS ESIS can be set up only on a local hard drive, a portable USB hard drive, or a removable USB drive. Setting up ESIS incudes installing Operating System (OS) and Experion software on a shared folder (the shared folder is created on ca hard drive or USB drive) which can be accessed over a network to perform Experion installation on one or more systems. ESIS provides a single repository for OS and Experion software on multiple systems simultaneously. ESIS can be updated for any media updates or new media releases Setting up an ESIS repository If you want to use the ESIS to perform installation/migration, you must set up an ESIS repository. The ESIS is a file server/file share. It is an accessible Windows node with account security, capable of hosting a share that has available disk space to host the Experion installation media. You can set up an ESIS to host the Experion software. The ESIS can be accessed using a network share, USB drive, or a removable hard drive for installation/migration of system software on Experion system nodes. If you use ESIS, you do not have to insert the software medias into the Experion node to install the system software. ESIS repository consists of the following media: Experion Installation DVD 1 Experion Installation DVD 2 Experion PKS System Installation DVD Experion PKS System Installation Updates DVD SQL Server 2014 DVD Experion Support and Maintenance DVD Experion Updates DVD Experion PDF Collection DVD Windows 10 OS reinstallation DVD Windows 2016 OS reinstallation DVD Prerequisites On the ESIS node, you must disable McAfee On-Access Scan for your virus protection software before setting up or updating ESIS. The network link speed on the node where ESIS is being set up, must match the link speed on the switch to which the node is connected (Link speed is 1 Mbps Full Duplex for an FTE-based network). Attention DO NOT install/setup ESIS on Experion nodes. You can create an ESIS repository on a local hard disk that can be accessed using a network share. For setting up an ESIS repository, the minimum space required on the ESIS server is 33 GB.

6 Where Used: , , Page 6 of 76 NOTE: Depending upon your preferences for ESIS setup, the minimum size required for ESIS setup varies. You must have.net Framework 2.0 or higher version installed on your computer for creating an ESIS repository. You can create the ESIS repository on the following operating systems: - Microsoft Windows 10 Enterprise (64-bit) - Microsoft Windows Server 28 (64-bit) - Microsoft Windows Server 2016 Standard (x64) (64-bit) The ESIS and Experion Migration Storage Node (EMSN) can be hosted on the same server. When hosted on the same node, while connecting to EMSN or ESIS, ensure to use the same account (with same permission) during migration. To set up an ESIS repository 1. Insert Experion Installation DVD 1. The Honeywell Experion PKS Installer screen is displayed. Attention If auto run is disabled on a system and Honeywell Experion PKS Installer screen does not appear, perform the following steps: 1. Using the Windows Explorer, browse to the cdbrowse path (X:\Browser), 2. Double-click cdbrowse.exe.

7 Where Used: , , Page 7 of Click Setup an Experion Software Installation Server. Attention If the ESIS tool fails to start and an error message Net 2.0 or higher needs to be installed is displayed. Administrator with CoreAdmin privileges in Terminal Manager can access the Standard Workflow Configuration Tool. Click OK to exit Navigate to <Install Media>\Packages\Microsoft\DotNet3.5\dotnetfx35.exe, and install.net framework 3.5 Or

8 Where Used: , , Page 8 of 76 Add.Net 2.0 by starting Experion PKS System Initializationmedia\Packages\Software\Net_Framework\2. 0\Dotnetfx.exe.. The Welcome to ESIS page is displayed. The options in the Welcome to ESIS page are as follows: Create a new ESIS repository Upgrade existing ESIS repository Resume a failed ESIS repository creation Remove an existing ESIS repository Attention When the ESIS Preparation Utility is started on the node for the first time, only the option Create a New ESIS Repository is selected by default and all the other options are unavailable. 3. Select Create a New ESIS Repository if not already selected and click Next. The Select a path dialog box is displayed.

9 Where Used: , , Page 9 of Click Browse to select the destination folder for the ESIS repository. Attention The destination folder must be located only on USB drives, removable hard drives, or local system drives. If you select local system drive, a message prompting to share the destination location is displayed. Perform the following steps: Click OK. In the <Folder Name> Properties dialog box, select Sharing.

10 Where Used: , , Page 10 of 76 Select Share this folder. Enter the Share name. Click Permissions to assign the share permissions. NOTE: Read permission is required for ESIS share. Click OK. 5. Click Next. 6. The Select media page is displayed. Select the check boxes next to the name of the media you want to select for ESIS repository creation. NOTE: Apart from mandatory media select Experion PDF Collection DVD, and OS DVDs.

11 Where Used: , , Page 11 of Click Start. The following dialogue box appears: 8. Click Ok.

12 Where Used: , , The Status Display page is displayed. Page 12 of 76 The selected media is displayed on the left pane of the Status Display page. The Current step displays the progress of the current media being copied. The Overall Progress displays the progress of all the media being copied. The Description displays a message related to the current media being copied. 9. When one media is successfully copied, the dialogue box appears to change the DVD. 10. Insert the DVDs as per the system instructions. This will be repeated on completion of all medias.

13 Where Used: , , Page 13 of Click Ok. 12. After all the selected media are successfully copied, the Description is updated as ESIS Repository [<Name>] created successfully at <Destination Location>. 13. Click Finish. Attention Ensure that you enable On Access Scan for your antivirus after you have completed the ESIS setup. 14. Click on Close to exit the Honeywell - Experion PKS Installer R5.

14 Where Used: , , Page 14 of ESIS folder mapping The following table provides the naming information of ESIS folder mapping. System Installation Medias Experion PKS Installation DVD 1 Experion PKS Installation DVD 2 Experion PKS Support Software DVD Microsoft SQL Server 2014 Standard DVD Experion Support and Maintenance (ESM) DVD Experion PKS System Initialization DVD Release R2.1 (or Later*) Experion PKS System Initialization Updates DVD Release R2.1 (or Later*) Experion PKS PDF Collection Microsoft Windows 10 Enterprise 64-bit HPS OS reinstallation media Microsoft Windows Server 2016 Standard 64-bit (x64) HPS Reinstallation DVD ESIS folder mapping D_EID1 D_EID2 D_SUP D_SQL D_ESM D_EXP D_EXP_UPD D_PDF D_WIN10 D_WIN2016 * Check QCS Compatibility Matrix for the latest version of Initialization Medias. NOTE: For more information about ESIS creation and setup, refer to the Software_Installation_Users_Guide_EPDOC-X136-en-5.

15 Where Used: , , Page 15 of Installing the Operating System for a QCS-Only Server You must perform the following tasks to create the QCS Server for RAE R70x.x systems QCS Server Checklist Task See Section Completed? Experion PKS System Installation 5 Generation of Configuration Files 5.1 Generating the Configuration Files for QCS Server Installing the QCS Server 5.2 Display Properties configuration Installing the RAE 7 Table 1 QCS Server configuration steps QCS AV Server Checklist Task See Section Completed? Experion PKS System Installation 5 Generation of Configuration Files 5.1 Generating the Configuration Files for QCS Alliance View Server Installing the QCS Alliance View Server 5.3 Display Properties configuration Installing the RAE 7 Table 2 QCS AV Server configuration steps Windows Operating System only Checklist Task See Section Completed? Experion PKS System Installation 5 Generation of Configuration Files 5.1 Generating the Configuration Files for Windows Operating system only Installing the Windows Operating System only 5.4 Display Properties configuration 6

16 Where Used: , , Page 16 of 76 Task See Section Completed? Installing the RAE 7 Table 3 Windows Operating System only configuration steps

17 Where Used: , , Experion PKS System Installation Page 17 of 76 CAUTION: Users must use the Experion PKS System Initialization R2.1 (or Later)* media along with the HPS Operating System Reinstallation media to install the Windows Server 2016 (X64) operating system on the Honeywell qualified PowerEdge R330 and PowerEdge T330 machines. * Check QCS Compatibility Matrix for the latest version of Initialization Medias. For detailed information on above media refer to the latest Experion PKS System Initialization Media Software Change Notice (SCN) Generation of Configuration Files Prerequisites The ESIS section (Section 3) must be completed before generation of configuration files. You need another Windows computer with a CD/DVD ROM (Microsoft Windows 10 (64-bit) or Microsoft Windows Server 28 (64-bit) or Microsoft Windows Server 2016 Standard (x64) (64 bit)) to generate the configuration files for the target machine. The configuration files must be saved to a USB flash drive or on any removable disk. You will need to use these configuration files along with Experion PKS System Initialization media to install the Operating System With/Without Product Install on the target computer. To generate the configuration files for the target machine, perform the following steps. NOTE: Acknowledge the user account control dialog box, if it appears. It is not necessary or mandatory for the user account control dialog box to appear during the installation process. This information is applicable for the remainder of this manual, unless explicitly stated otherwise.

18 Where Used: , , Browse to ESIS repository and navigate to Setup.exe. Page 18 of Right click on Setup.exe and click Run as administrator. 3. If the User Account Control dialog box appears with a message then Click Yes The Welcome To ESIS Tool dialog box appears. 4. Select OS preparation with/without Product Install. 5. Click Next. The Experion PKS System Initialization Wizard appears.

19 Where Used: , , Page 19 of Select Generate Configuration files. 7. Click Next. NOTE: If the configuration files are already generated for the target machine, select Modify existing configuration files. Click Browse to browse to the configuration files and select the InitMediaOptions.xml file. Click Next. The subsequent dialog boxes are displayed according to the selections made as per the configuration files. You can modify the selections if required. To generate the configuration files for the QCS Server, QCS AV Server and Operating system only refer the below table. Scenarios Generating the Configuration Files for QCS Server Generating the Configuration Files for QCS Alliance View Server Generating the Configuration Files for Windows Operating system only Sections to follow

20 Where Used: , , Page 20 of Generating the Configuration Files for QCS Server To generate the configuration files for target machine as QCS server using Experion PKS System Initialization Media, perform the following steps. 1. Select Generate Configuration files from Experion PKS System Initialization Wizard and click Next. The Platform Configuration dialog box appears. 2. Select the following in Platform Configuration: From Choose Configuration, select Reinstall OS and Configure System in Platform Configuration. Check the Product Installation box. From Product Installation, select R5.1 from the drop-down list. From Select Platform, select Server and select the PowerEdge R330 for the target machine from the drop-down list.

21 Where Used: , , Page 21 of 76 If you are installing QCS server in Virtual Machine make sure you follow the below step: From Select Platform, select Server and select the VMware Virtual Platform for the target machine from the drop-down list. NOTE From Select Operating System, select Server and choose the Windows Server 2016 (X64) from drop-down list. Click Next. The Operating System Configuration dialog box appears.

22 Where Used: , , Page 22 of Select the following in the System Settings: Select the English (United States) from the drop-down list. Select the Time Zone from the drop-down list appropriate to the geographical location where the system is used. Enter the Computer Name.

23 Where Used: , , Page 23 of 76 Naming restrictions The computer name must be 15 characters or less in length and with an alphabetic and numeric character ( a to z or A to Z or 0-9 ) and cannot contain spaces or other non-standard characters. The QCS Server computer name must not end with letters A or B. Enter the Company Name. Enter the Customer Name. NOTE: For the Company Name and Customer Name do not use special characters. Enter the Workgroup Name. 4. In the Security Password Details: In the Security Password and Confirm Security Password boxes, type the password. 5. In the Account box, type User Account Name (QCSAdmin). In the Password and Confirm Password boxes, type the password. NOTE: Ensure to create a strong and unique 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 of 6 characters and maximum 32 characters in length. Must begin with an alphabet and the must be in uppercase. 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 non-alphabetical character. The 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.(security password must be 6-20 Characters) 6. Click Next.

24 Where Used: , , Page 24 of 76 The Network and Input/output Device Information dialog box appears. 7. If configuring the systems with FTE, proceed with Step For configuring the system with Ethernet, select the Network Type as Ethernet, select the No. of Adapters as One from the drop-down list and Network Link Speed as 1 mbps Full Duplex. The configuration of a network port can be changed by selecting it and clicking the TCP/IP Properties for NIC button. The IPAddress dialog box appears and enter the required details. Click Ok. Skip to Step In the Network Configuration Select the Network Type as FTE for systems with FTE Select No. of Adapters as Two for systems with FTE The configuration of a network port can be changed by selecting and clicking TCP/IP Properties for NIC button. 10. In the FTE Configuration Type the Multicast Address Type the Device Index Type the UDP Source Port Type UDP Destination Port Provide a Friendly Name

25 Where Used: , , Page 25 of In the I/O details, ensure the following settings are selected: Single monitor option. 1280x1024 resolution option. NOTE: For detailed information about FTE installation and configuration refer to Fault Tolerant Ethernet Installation and Service Guide - EPDOC-XX36-en-5A. 12. Click Next. 13. Read through the Confirmation Configuration Summary details. 14. Click Generate Product Install Config. Files. The Welcome to the Honeywell Experion PKS R5.1 Installation Setup dialog box appears.

26 Where Used: , , Page 26 of Click Next. The license Agreement dialog box appears.

27 Where Used: , , Page 27 of Select I accept the terms in the License agreement. 17. Click Next. The Setup type of Node to install dialog box appears. 18. Select Server (ESV). 19. Click Next. The User and License Information dialog box appears.

28 Where Used: , , Page 28 of In the Customer Information section, enter the Name and Company Name. 21. In the Experion System Software section, click Browse to import the License file. 22. Click Next. The Machine name information message box appears. 23. Click Yes. The Installation Path(s) Selection dialog box appears.

29 Where Used: , , Page 29 of Click Next. The default installation paths must be used. The RAE software does not support Custom Install Paths (CIP). The Experion Network Selection dialog box appears.

30 Where Used: , , Page 30 of Choose a Network type and click Next. If you are selecting FTE as the Network type, then the FTE Boot and NTP IP Address Configuration dialog box appears. Enter the appropriate information in the displayed fields for Base IP Address, Subnet Mask, Default Gateway, NTP First IP Address and NTP Second IP Address. If you are selecting Ethernet, the EthNet_Sim and NTP IP Address Configuration dialog box appears. Enter the appropriate information in the displayed fields for Base IP Address, Subnet Mask, Default Gateway, NTP First IP Address and NTP Second IP Address. 26. Click Next. The Feature and Options Selection dialog box appears.

31 Where Used: , , Page 31 of Click Custom. 28. Uncheck HMIWeb Solution Pack Runtime. 29. Check EMDB Server, Experion PKS System Document and Experion PKS SCN, Installation. 30. Click Next. The Experion Accounts Password Entry dialog box appears.

32 Where Used: , , Page 32 of Type a strong password for all the accounts created during installation. For each of the applicable account, in the Password and Confirm Password boxes, type the password. NOTE: Password for the accounts must adhere to the following rules. Must not contain the user s account name or parts of the user s full name that exceed two consecutive characters. Must be minimum of 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 non-alphabetical character. Type the confirmation password for each applicable account.

33 Where Used: , , Page 33 of Click Next. The Experion Accounts Password Entry dialog box appears. 33. Type a password for all the accounts created during installation. For each of the applicable account, in the Password and Confirm Password boxes, type the password. 34. Click Next. The Summary dialog box appears.

34 Where Used: , , Page 34 of Click Continue. The Confirmation summary dialog box appears.

35 Where Used: , , Page 35 of Click Save Config. Files. 37. Save the Configuration files to a USB flash drive. Click OK. The Experion PKS System Initialization dialog box appears indicating that Configuration files are saved successfully. 38. Click OK. 39. Click Finish on Confirmation summary dialog box. The Honeywell Experion System Initialization Dialog Manager dialog box appears.

36 Where Used: , , Page 36 of Read the instructions on the Honeywell Experion PKS System Initialization R2.1 DialogManager. 41. Click OK. Close the Honeywell- Experion PKS System Initialization window.

37 Where Used: , , Page 37 of Generating the Configuration Files for QCS Alliance View Server To generate the configuration files for target machine as QCS Alliance View Server using Experion PKS System Initialization Media, perform the following steps. 1. Select Generate Configuration files from Experion PKS System Initialization Wizard and click Next. The Platform Configuration dialog box appears. 2. Select the following in Platform Configuration: From Choose Configuration, select Reinstall OS and Configure System in Platform Configuration. Check the Product Installation box. From Product Installation, select R5.1 from the drop-down list. From Select Platform, select Server and select the PowerEdge R330 or PowerEdge T330 for the target machine from the drop-down list.

38 Where Used: , , Page 38 of 76 If you are installing QCS Alliance View Server in Virtual Machine make sure you follow the below step: From Select Platform, select Server and select the VMware Virtual Platform for the target machine from the drop-down list. NOTE From Select Operating System, select Server and choose the Windows Server 2016 (X64) from drop-down list. Click Next. The Operating System Configuration dialog box appears.

39 Where Used: , , Page 39 of Select the following in the System Settings: Select the English (United States) from the drop-down list. Select the Time Zone from the drop-down list appropriate to the geographical location where the system is used. Enter the Computer Name. Naming restrictions The computer name must be 15 characters or less in length and with an alphabetic and numeric character ( a to z or A to Z or 0-9 ) and cannot contain spaces or other non-standard characters. The QCS Server computer name must not end with letters A or B. Enter the Company Name. Enter the Customer Name. NOTE: For the Company Name and Customer Name do not use special characters. Enter the Workgroup Name. 4. In the Security Password Details: In the Security Password and Confirm Security Password boxes, type the password. 5. In the Account box, type User Account Name (QCSAdmin).

40 Where Used: , , Page 40 of 76 In the Password and Confirm Password boxes, type the password. NOTE: Ensure to create a strong and unique 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 of 6 characters and maximum 32 characters in length. Must begin with an alphabet and the must be in uppercase. 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 non-alphabetical character. The 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. (Security password must be 6-20 Characters). 6. Click Next. The Network and Input/output Device Information dialog box appears.

41 Where Used: , , Page 41 of For configuring the systems with FTE, proceed with Step For configuring the system with Ethernet, select the Network Type as Ethernet, select the No. of Adapters as One from the drop-down list and Network Link Speed as 1 mbps Full Duplex. The configuration of a network port can be changed by selecting it and clicking the TCP/IP Properties for NIC button. The IPAddress dialog box appears and enter the required details. Click Ok. Skip to Step In the Network Configuration, select the following: Select the Network Type as FTE for systems with FTE Select No. of Adapters as Two for systems with FTE The configuration of a network port can be changed by selecting it and clicking the TCP/IP Properties for NIC button. 10. In the FTE Configuration: Type the Multicast Address Type the Device Index Type the UDP Source Port Type UDP Destination Port

42 Where Used: , , Page 42 of 76 Provide a Friendly Name. NOTE: For detailed information about FTE installation and configuration refer to Fault Tolerant Ethernet Installation and Service Guide - EPDOC-XX36-en-5A 11. In the I/O details, ensure the following settings are selected: Single monitor option. 1280x1024 resolution option. 12. Click Next. 13. Read through the Confirmation Configuration Summary details. 14. Click Generate Product Install Config. Files. The Welcome to the Honeywell Experion PKS R5.1 Installation Setup dialog box appears.

43 Where Used: , , Page 43 of Click Next. The license Agreement dialog box appears.

44 Where Used: , , Page 44 of Select I accept the terms in the License agreement. 17. Click Next. The Setup type of Node to install dialog box appears.

45 Where Used: , , Page 45 of Select Flex Station (ES-F). 19. Click Next. The User and License Information dialog box appears.

46 Where Used: , , Page 46 of In the Customer Information section, enter the Name and Company Name. 21. Select Do Not Install Software under Do you want to Install Licensed feature? 22. Select No under Are there licensed TPS Components to install? 23. Click Next. The Installation Path(s) Selection dialog box appears.

47 Where Used: , , Page 47 of Click Next. The default installation paths must be used. The RAE software does not support Custom Install Paths (CIP). The Experion Network Selection dialog box appears.

48 Where Used: , , Page 48 of Select Network for communicating between Experion Nodes (Server Client or Supervisory) as FTE or Ethernet. 26. Click Next. The Feature and Options Selection dialog box appears.

49 Where Used: , , Page 49 of Click Custom. 28. Uncheck Signon Manager and HMIWeb Solution Pack Runtime. NOTE: For QCS Alliance View, the following features are optional Experion PKS System Document Experion PKS SCN, Installation,. 29. Click Next. The Experion Accounts Password Entry dialog box appears.

50 Where Used: , , Page 50 of Type a strong password for all the accounts created during installation. For each of the applicable account, in the Password and Confirm Password boxes, type the password. NOTE: Password for the accounts must adhere to the following rules. Must not contain the user s account name or parts of the user s full name that exceed two consecutive characters. Must be minimum of 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 non-alphabetical character. Type the confirmation password for each applicable account.

51 Where Used: , , Click Next. The Summary dialog box appears. Page 51 of Click Continue. The Confirmation summary dialog box appears.

52 Where Used: , , Page 52 of Click Save Config. Files. 34. Save the Configuration files to a USB flash drive. Click OK. The Experion PKS System Initialization dialog box appears indicating that Configuration files are saved successfully. 35. Click OK. 36. Click Finish on Confirmation summary dialog box. The Honeywell Experion System Initialization Dialog Manager dialog box appears.

53 Where Used: , , Page 53 of Read the instructions on the Honeywell Experion PKS System Initialization R2.1 DialogManager. 38. Click OK. Close the Honeywell- Experion PKS System Initialization window.

54 Where Used: , , Page 54 of Generating the Configuration Files for Windows Operating system only The below procedure is for operating systems such as VMware vsphere Client and VMware Workstation. To generate the configuration files for target machine as Windows Operating System only using Experion PKS System Initialization Media, perform the following steps. 1. Select Generate Configuration files from Experion PKS System Initialization Wizard and click Next. The Platform Configuration dialog box appears. 2. Select the following in Platform Configuration: From Choose Configuration, select Reinstall OS and Configure System in Platform Configuration. Uncheck Product Installation. NOTE: This check box must be unchecked since the OS Installation needs to be completed before installing the product software. From Select Platform, select Server and select the PowerEdge R330 or PowerEdge T330 for the target machine from the drop-down list.

55 Where Used: , , Page 55 of 76 If you are installing QCS server in Virtual Machine make sure you follow the below step: From Select Platform, select Server and select the VMware Virtual Platform for the target machine from the drop-down list. NOTE From Select Operating System, select Server and choose the Windows Server 2016 (X64) from drop-down list. Click Next. The Operating System Configuration dialog box appears.

56 Where Used: , , Page 56 of Select the following in the System Settings: Select the English (United States) from the drop-down list. Select the Time Zone from the drop-down list appropriate to the geographical location where the system is used. Enter the Computer Name. Naming restrictions The computer name must be 15 characters or less in length and with an alphabetic and numeric character ( a to z or A to Z or 0-9 ) and cannot contain spaces or other non-standard characters. The QCS workstation computer name must not end with letters A or B. Enter the Company Name. Enter the Customer Name. NOTE: For the Company Name and Customer Name do not use special characters. Enter the Workgroup Name. 4. In the Security Password Details: In the Security Password and Confirm Security Password boxes, type the password. 5. In the Account box, type User Account Name (QCSAdmin).

57 Where Used: , , Page 57 of 76 In the Password and Confirm Password boxes, type the password. NOTE: Ensure to create a strong and unique 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 of 6 characters and maximum 32 characters in length. Must begin with an alphabet and the must be in uppercase. 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 non-alphabetical character. The 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.(security password must be 6-20 Characters). 6. Click Next. The Network and Input/output Device Information dialog box appears.

58 Where Used: , , Page 58 of For configuring the systems with FTE, proceed with Step For configuring the system with Ethernet, select the Network Type as Ethernet, select the No. of Adapters as One from the drop-down list and Network Link Speed as 1 mbps Full Duplex. The configuration of a network port can be changed by selecting it and clicking the TCP/IP Properties for NIC button. The IPAddress dialog box appears and enter the required details. Click Ok. Skip to Step In the Network Configuration, select the following: Select the Network Type as FTE for systems with FTE Select No. of Adapters as Two for systems with FTE The configuration of a network port can be changed by selecting it and clicking the TCP/IP Properties for NIC button. 10. In the FTE Configuration: Type the Multicast Address Type the Device Index Type the UDP Source Port Type UDP Destination Port

59 Where Used: , , Page 59 of 76 Provide a Friendly Name. NOTE: For detailed information about FTE installation and configuration refer to Fault Tolerant Ethernet Installation and Service Guide - EPDOC-XX36-en-5A 11. In the I/O details, ensure the following settings are selected: Single monitor option. 1280x1024 resolution option. 12. Click Next. 13. Read through the Confirmation Configuration Summary details. 14. Click Save Config. Files. 15. Save the Configuration files to a USB flash drive. Click OK. The Experion PKS System Initialization dialog box appears indicating that Configuration files are saved successfully.

60 Where Used: , , Page 60 of Click OK. 17. Click Finish on Confirmation summary dialog box. The Honeywell Experion System Initialization Dialog Manager dialog box appears. 18. Read the instructions on the Honeywell Experion PKS System Initialization R2.1 DialogManager. 19. Click OK. 20. Close the Honeywell- Experion PKS System Initialization window.

61 Where Used: , , Page 61 of Installing the QCS Server To install the desktop server machine using Experion PKS System Initialization Media, perform the following steps. 1. Insert the Experion PKS System Initialization R2.1 (or Later*) media, connect the USB flash drive that has the configuration files (created for the target machine in Section 5.1) and connect the network share, USB drive, or a removable hard drive and the re-start the computer. * Check QCS Compatibility Matrix for the latest version of Initialization Medias. 2. Watch the monitor while it restarts and press any key when you see the message Press any key to boot from CD or DVD. The Windows is loading files message appears. The Experion PKS System Initialization Pre-Install Utility window appears. 3. Click Browse and select the path where the configuration files are saved. 4. Select InitMediaOptions.xml files. 5. Click Open.

62 Where Used: , , Page 62 of Click Next. The Experion PKS System Initialization Pre-Install Utility dialog box appears. 7. In the Configuration details, select the following: Partitions count as Two from the drop-down list. Type the size of Primary partition as 150 GB. NOTE: If you are installing QCS server in Virtual Machine make sure you follow the below steps: In the Configuration details, select the following: - Partitions count as One from the drop-down list. - Type the size of Primary partition as 150 GB. 8. Type the security password details in the Security Password box.

63 Where Used: , , Page 63 of Select appropriate location for installation media. - If you select ESIS from Network as appropriate location, continue with Step If you select ESIS from USB drive as appropriate location, Continue with Step In the Information for connecting to ESIS share: - Browse and give the ESIS path. - Enter the User name. - Enter the Password. 11. Under Information for connecting to ESIS share, Browse and give ESIS path. 12. Click Next. The Honeywell License Agreement dialog box appears. 13. Read the license agreement and select I accept the terms in the license agreement. 14. Click Install. A warning message appears indicating that the disk contents and partition will be deleted. 15. Click Yes to continue. 16. The Experion PKS System initialization preparing for Operating System installation dialog box appears.

64 Where Used: , , Page 64 of 76 The Windows Setup dialog box appears. 17. The Installing Window dialog box displays the status of the Operating System installation 18. During the installation, your computer restarts several times. 19. After the required installations are completed, a message should appear in the Experion PKS-Status Display dialog box confirming the Experion PKS System Initialization Installation completed successfully. 20. Click Yes to restart the system.

65 Where Used: , , Page 65 of Installing the QCS Alliance View Server To install the QCS Alliance View Server machine using Experion PKS System Initialization Media, perform the following steps. 1. Insert the Experion PKS System Initialization R2.1 (or Later*) media, connect the USB flash drive that has the configuration files (created for the target machine in Section 5.1.2) and connect the network share, USB drive, or a removable hard drive and the re-start the computer. * Check QCS Compatibility Matrix for the latest version of Initialization Medias. 2. Watch the monitor while it restarts and press any key when you see the message Press any key to boot from CD or DVD. The Windows is loading files message appears. The Experion PKS System Initialization Pre-Install Utility window appears. 3. Click Browse and select the path where the configuration files are saved. 4. Select InitMediaOptions.xml files. 5. Click Open. 6. Click Next.

66 Where Used: , , Page 66 of 76 The Experion PKS System Initialization Pre-Install Utility dialog box appears. 7. In the Configuration details, select the following: Partitions count as Two from the drop-down list. Type the size of Primary partition as 150 GB. NOTE: If you are installing QCS Alliance View Server in Virtual Machine make sure you follow the below steps: In the Configuration details, select the following: - Partitions count as One from the drop-down list. - Type the size of Primary partition as 150 GB. 8. Type the security password details in the Security Password box.

67 Where Used: , , Page 67 of Select appropriate location for installation media. - If you select ESIS from Network as appropriate location, continue with Step If you select ESIS from USB drive as appropriate location, Continue with Step In the Information for connecting to ESIS share: - Browse and give the ESIS path. - Enter the User name. - Enter the Password. 11. Under Information for connecting to ESIS share, Browse and give ESIS path. 12. Click Next. The Honeywell License Agreement dialog box appears. 13. Read the license agreement and select I accept the terms in the license agreement. 14. Click Install. A warning message appears indicating that the disk contents and partition will be deleted. 15. Click Yes to continue. 16. The Experion PKS System initialization preparing for Operating System installation dialog box appears.

68 Where Used: , , Page 68 of 76 The Windows Setup dialog box appears. 17. The Installing Window dialog box displays the status of the Operating System installation 18. During the installation, your computer restarts several times. 19. After the required installations are completed, a message should appear in the Experion PKS-Status Display dialog box confirming the Experion PKS System Initialization Installation completed successfully. 20. Click Yes to restart the system.

69 Where Used: , , Page 69 of Installing the Windows Operating System only To install the desktop server machine using Experion PKS System Initialization Media, perform the following steps. 1. Insert the Experion PKS System Initialization R2.1 (or Later*) media, connect the USB flash drive that has the configuration files (created for the target machine in Section 5.1.3) and connect the network share, USB drive, or a removable hard drive and the re-start the computer. * Check QCS Compatibility Matrix for the latest version of Initialization Medias. 2. Watch the monitor while it restarts and press any key when you see the message Press any key to boot from CD or DVD. The Windows is loading files message appears. The Experion PKS System Initialization Pre-Install Utility window appears. 3. Click Browse and select the path where the configuration files are saved. 4. Select InitMediaOptions.xml files. 5. Click Open.

70 Where Used: , , Page 70 of Click Next. The Experion PKS System Initialization Pre-Install Utility dialog box appears. 7. In the Configuration details, select the following: Partitions count as Two from the drop-down list. Type the size of Primary partition as 150 GB. 8. Type the security password details in the Security Password box.

71 Where Used: , , Page 71 of Select appropriate location for installation media. - If you select ESIS from Network as appropriate location, continue with Step If you select ESIS from USB drive as appropriate location, Continue with Step In the Information for connecting to ESIS share: - Browse and give the ESIS path. - Enter the User name. - Enter the Password. 11. Under Information for connecting to ESIS share, Browse and give ESIS path. 12. Click Next. The Honeywell License Agreement dialog box appears. 13. Read the license agreement and select I accept the terms in the license agreement. 14. Click Install. A warning message appears indicating that the disk contents and partition will be deleted. 15. Click Yes to continue. 16. The Experion PKS System initialization preparing for Operating System installation dialog box appears.

72 Where Used: , , Page 72 of 76 The Windows Setup dialog box appears. 17. The Installing Window dialog box displays the status of the Operating System installation 18. During the Windows installation, your computer restarts several times. 19. After the required installations are completed, a message should appear in the Experion PKS-Status Display dialog box confirming the Experion PKS System Initialization Installation completed successfully. 20. Click Ok to restart the system.

73 Where Used: , , Page 73 of 76 In Microsoft Windows Server 2016, operating system is automatically activated if, Init Media and Honeywell Windows Operating System is used for installation of operating system on Dell system with Honeywell Custom BIOS. In case automatic activation failed, it can be activated manually. To activate the Operating System, Connect the system to the internet and go to System properties page. Click Activate Windows and follow the onscreen directions. NOTE:

74 Where Used: , , Page 74 of Display Properties configuration To configure the display properties 1. Right-click on the desktop, and then click Display Settings from the shortcut menu. The Settings dialog box appears. 2. Set Change the size of text, apps, and other items as 1% (Recommended) option. 3. Click Advanced display settings. The Customize your display dialog box appears.

75 Where Used: , , Page 75 of Under Resolution, move the Slider to set a screen resolution of 1280x1024 in dropdown list. 5. Click Apply. 6. The Display Settings message appears, prompting you to keep the display settings you have configured. 7. Click Keep Changes. 8. Click Display adapter properties under Related settings. 9. The Generic PnP Monitor and Microsoft Basic Display Adapter Properties dialog box appears. 10. Click the Monitor tab. 11. Under Screen refresh rate, select 60 Hertz. 12. Click Apply. The Display Settings message appears, prompting you to keep the display settings you have configured.

76 Where Used: , , Page 76 of Click Keep changes. 14. Click OK. 15. Close the Display dialog box. 7. Installing the RAE For installing RAE R70x.x on the Server, refer to Real-Time Application Environment (RAE) R7.1 for Experion PKS R5.1 Release and Installation Notes p/n