Download Installation Guide

Enterprise Buildings Integrator
Installation Guide
Release 410
Document
Release
Issue
Date
EBI-ZZDOC410-01
410
2
April 2010
Notice
This document contains Honeywell proprietary information. Information
contained herein is to be used solely for the purpose submitted, and no part of this
document or its contents shall be reproduced, published, or disclosed to a third
party without the express permission of Honeywell 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 2010 – Honeywell International Sàrl
Honeywell trademarks
Honeywell Enterprise Buildings Integrator™ is a trademark of Honeywell
International Inc, and SafeBrowse® is a U.S. registered trademark of Honeywell
International Inc.
Other trademarks
Microsoft and SQL Server are either registered trademarks or trademarks of
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Trademarks that appear in this document are used only to the benefit of the
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Support and other contacts
For technical assistance, call your nearest Honeywell office.
Training classes
Honeywell holds technical training classes on Enterprise Buildings Integrator.
These classes are taught by experts in the field of building control systems. For
more information about these classes, contact your Honeywell representative.
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Related documentation
For a complete list of publications and documents for Enterprise Buildings
Integrator, see the Enterprise Buildings Integrator Overview.
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Contents
1 Starting a successful EBI installation
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Using the checklists. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 14
System Design form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 15
Filling in the System Design form . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19
Description of Windows Server properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 20
Description of TCP/IP properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 21
Description of EBI Server properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 24
Description of Modem connection properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 25
About computer names . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 26
About Windows accounts, operator IDs and EBI security levels . . . . . . . . . . . . . . . . . . 27
About User Account Control. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 29
Recommendations for Cardholder Management and Global Schedules in a DSA system.
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Related EBI installation documents . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 31
2 New installation checklists
Installation checklist: Non-redundant EBI server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Installation checklist: Redundant EBI servers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Installation checklist: Station on a client computer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Installation checklist: Client applications (other than Station) on a client computer . . . . . . . . .
Installation checklist: Remote point server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Installation checklist: Networked XLNET node . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Installation checklist: Mobile Station server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
3 Upgrade checklists
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Upgrade checklist: From EBI R400 SP1 on existing non-redundant server . . . . . . . . . . . . . . . . 51
Upgrade checklist: From EBI R400 SP1 on existing redundant servers. . . . . . . . . . . . . . . . . . . 55
Upgrade checklist: From EBI R400 SP1 on new non-redundant server and/or operating system .
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Upgrade checklist: From EBI R400 SP1 on new redundant servers. . . . . . . . . . . . . . . . . . . . . . 66
Upgrade checklist: From EBI R400 SP1 on an existing DSA system . . . . . . . . . . . . . . . . . . . . 73
Upgrade checklist: From EBI R310 SP3 or later on existing non-redundant server . . . . . . . . . 75
Upgrade checklist: From EBI R310 SP3 or later on existing redundant servers . . . . . . . . . . . . 80
Upgrade checklist: From EBI R310 SP3 or later on new non-redundant server . . . . . . . . . . . . 87
Upgrade checklist: From EBI R310 SP3 or later on existing non-redundant server with new
operating system . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 93
Upgrade checklist: From EBI R310 SP3 or later on new redundant servers . . . . . . . . . . . . . . . 99
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CONTENTS
Upgrade checklist: From EBI R310 SP3 or later on existing redundant servers with new operating
system . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 107
Upgrade checklist: From EBI R310 SP3 or later on an existing DSA system . . . . . . . . . . . . . .115
Upgrade checklist: Station and displays . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .117
Upgrade checklist: EBI client applications other than Station . . . . . . . . . . . . . . . . . . . . . . . . . .119
Upgrade checklist: Remote point server on existing computer. . . . . . . . . . . . . . . . . . . . . . . . . 121
Upgrade checklist: Remote point server on new computer and/or operating system . . . . . . . . 123
4 Preparing the server
Defining the basic server properties . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Defining the basic server properties in Windows Server 2008 . . . . . . . . . . . . . . . . . . .
Defining the basic server properties in Windows 7. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Defining the basic server properties in Windows Server 2003 . . . . . . . . . . . . . . . . . . .
Defining the basic server properties in Windows XP Professional. . . . . . . . . . . . . . . .
Starting the Licensing Service. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Configuring the display (monitor). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Updating the server’s hosts file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Installing Microsoft Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Installing Microsoft Excel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Installing the Microsoft Office Service Pack . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Configuring Microsoft Excel. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Protecting your EBI system against viruses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Configuring the Windows Firewall . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
5 Installing specialized hardware on the server
Installing a Network Interface card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Changing the Network Adapter settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Installing the Microsoft Loopback adapter . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Installing a serial adapter. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Installing a Stallion EasyConnection. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Installing a Digiboard . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Installing a LonWorks Network Interface . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
6 Installing EBI on the server
Installing the EBI components on the server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Recommended disk partitioning . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Typical installation of the EBI components on the server. . . . . . . . . . . . . . . . . . . . . . .
Custom installation of the EBI components on the server . . . . . . . . . . . . . . . . . . . . . .
Registering EBI servers. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Registering a non-redundant EBI server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Registering redundant EBI servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Re-registering EBI server software . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Installing and configuring RSLinx . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Installing the RSLinx components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Registering Electronic Data Sheets (EDS) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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Configuring RSLinx drivers for an Ethernet network. . . . . . . . . . . . . . . . . . . . . . . . . . 174
7 Installing and setting up associated applications
Setting up Microsoft Excel reports . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Setting up Microsoft Excel Data Exchange. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Installing the EBI ODBC client. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Configuring a printer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Creating an account for third-party OPC clients . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Configuring DCOM security. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Setting up a file server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Setting up a shared folder . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Assigning a drive letter on a client computer to a shared folder . . . . . . . . . . . . . . . . . .
8 Connecting printers and modems to the server
Installing a printer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Installing a printer driver . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Installing a printer driver for a local printer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Installing a printer driver for a local shared printer. . . . . . . . . . . . . . . . . . . . . . . . . . . .
Installing a printer driver for a shared network printer (with a suitable share name) . .
Installing a printer driver for a shared network printer (whose existing share name is
unsuitable) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Setting up the Print Job Spool folder. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Creating a Guest account. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Installing a modem . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Setting up the modem . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Modem connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Setting up the modem connection . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Configuring RAS . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Adding a Remote User on Windows Server 2008. . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Adding a Remote User on Windows 7 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Adding a Remote User on Windows Server 2003. . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Adding a Remote User on Windows XP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
9 Supplementary tasks
Starting and stopping the EBI server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Stopping EBI services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Displaying the Computer Management Services Console . . . . . . . . . . . . . . . . . . . . . .
Stopping RSLinx . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Making changes after installation . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Changing the EBI license . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Changing the default History Archive folders. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Adding new or reinstalling EBI components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Configuring the database setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Adjusting history retention . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Adjusting sizing of non-licensed items . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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CONTENTS
Determining how many points you can configure . . . . . . . . . . . . . . . . . . . . . . . . . . . . 219
Synchronizing the date and time . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 220
Moving the RSLinx activation file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 222
10 Preparing a client computer
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Updating the computer’s hosts file . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 226
11 Installing applications on a client computer
Installing EBI client applications . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Typical installation of the EBI client applications . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Custom installation of the EBI client applications . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Adding Windows accounts to the Honeywell Station Users group. . . . . . . . . . . . . . . . . . . . . .
Configuring a Station for server redundancy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Setting up a multi-monitor Station . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Setting up Display Builder for multiple monitors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Installing Networked XLNET Node software. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Setting up a third-party OPC client or server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Creating a Windows mngr account for a third-party OPC client . . . . . . . . . . . . . . . . .
Controlling Read/Write access . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Creating a Windows mngr account for a third-party OPC server . . . . . . . . . . . . . . . . .
Specifying the server name in Data Access applications . . . . . . . . . . . . . . . . . . . . . . .
12 Setting up Integrated PhotoID hardware
Setting up a FlashPoint card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Installing the FlashPoint card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Installing the FlashPoint MCI driver. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Configuring station.ini. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Configuring Integrated PhotoID to use the card . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Setting up a TWAIN image capture device . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Setting up signature capture pads . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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13 Installing point server components on a remote server
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14 Installing Mobile Station Server
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Installing Terminal Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Activating Terminal Services Licensing server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Installing the Client Access Licenses . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Configuring Mobile Station server to access an existing Terminal Services Licensing server.
Limiting the number of connections to the Mobile Station server . . . . . . . . . . . . . . . . . . . . . .
Creating Windows accounts for Mobile Station server users . . . . . . . . . . . . . . . . . . . . . . . . . .
Configuring Mobile Access for Station users . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
15 Installing a terminal server
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Configuring an EasyServer II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 272
Resetting the EasyServer II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 274
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CONTENTS
Connecting the configuration computer to EasyServer II . . . . . . . . . . . . . . . . . . . . . . .
Specifying the IP address of the EasyServer II . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Setting up a Telnet session to configure EasyServer II . . . . . . . . . . . . . . . . . . . . . . . . .
Specifying a router/gateway address (EasyServer II) . . . . . . . . . . . . . . . . . . . . . . . . . .
Configuring the Ethernet interface (EasyServer II). . . . . . . . . . . . . . . . . . . . . . . . . . . .
Configuring TCP port numbers (EasyServer II) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Specifying the EasyServer II’s inactivity timeout . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Configuring the EasyServer II’s TCP keepalive timer . . . . . . . . . . . . . . . . . . . . . . . . .
Configuring a serial port (EasyServer II) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
EasyServer II port parameters . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Adding the EasyServer II IP address to the server’s hosts file . . . . . . . . . . . . . . . . . . .
Connecting controllers to an EasyServer II. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Changing the EasyServer II’s TCP/IP address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Configuring a Lantronix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Resetting the Lantronix . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Specifying the Lantronix’s IP address. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Setting up a Telnet session to configure a Lantronix . . . . . . . . . . . . . . . . . . . . . . . . . .
Specifying a gateway address (Lantronix) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Configuring TCP port numbers (Lantronix) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Setting the Lantronix’s inactivity timeout . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Setting the Lantronix’s TCP keepalive timer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Configuring a serial port (Lantronix) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Adding the Lantronix IP address to the server’s hosts file . . . . . . . . . . . . . . . . . . . . . .
Connecting controllers to a Lantronix. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Changing the Lantronix’s TCP/IP address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Configuring a Cisco 2610 Router . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Preliminary Cisco 2610 Router setup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Configuring the Cisco 2610 router’s Ethernet properties . . . . . . . . . . . . . . . . . . . . . . .
Specifying the Cisco 2610 router’s gateway address . . . . . . . . . . . . . . . . . . . . . . . . . .
Specifying the Cisco 2610 router’s IP address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Setting the Cisco 2610 router’s TCP keepalive timer . . . . . . . . . . . . . . . . . . . . . . . . . .
Configuring serial ports (Cisco 2610 router). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Setting up a serial port (Cisco 2610 router). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Setting a serial port’s TCP keepalive timer (Cisco 2610 router). . . . . . . . . . . . . . . . . .
Configuring the communications characteristics (Cisco 2610 router) . . . . . . . . . . . . .
Setting a serial port’s inactivity timer (Cisco 2610 router) . . . . . . . . . . . . . . . . . . . . . .
Setup example for typical controller’s serial port 3 (Cisco 2610 router) . . . . . . . . . . .
Adding the Cisco 2610 router IP address to the server’s hosts file. . . . . . . . . . . . . . . .
Connecting controllers to a Cisco 2610 router . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Advanced Cisco 2610 router commands. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Configuring a Systech . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Specifying the Systech’s IP address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Logging into the Systech terminal server using Internet Explorer . . . . . . . . . . . . . . . .
Changing the Systech’s TCP/IP address . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Configuring the router/gateway address (Systech) . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Configuring the Systech’s TCP keepalive timer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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CONTENTS
Configuring serial ports (Systech). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Adding the Systech’s IP address to the server’s hosts file . . . . . . . . . . . . . . . . . . . . . .
Upgrading the Systech terminal server to current release . . . . . . . . . . . . . . . . . . . . . . .
Configuring the Systech terminal server for use with fast failover. . . . . . . . . . . . . . . .
Connecting controllers to a Systech . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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16 Installing controllers
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17 Planning for an upgrade
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Planning for an upgrade to EBI on an existing server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Planning for an upgrade to EBI on a new server. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Planning for an upgrade to EBI on a DSA system . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Planning for an upgrade to components installed from the auxiliary DVD . . . . . . . . . . . . . . .
Uninstalling and reinstalling Honeywell DVM components . . . . . . . . . . . . . . . . . . . . . . . . . .
18 Upgrade tasks
Upgrading EBI on an existing server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Typical upgrade of the EBI components on an existing server . . . . . . . . . . . . . . . . . . .
Custom upgrade of the EBI components on an existing server . . . . . . . . . . . . . . . . . .
Upgrading EBI on a new server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Typical upgrade of the EBI components on a new server . . . . . . . . . . . . . . . . . . . . . . .
Custom upgrade of the EBI components on a new server . . . . . . . . . . . . . . . . . . . . . .
Upgrading remote point servers on a new computer. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Upgrading remote point servers on an existing computer. . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Upgrading EBI components on a client computer . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Typical upgrade of the EBI components on a client computer . . . . . . . . . . . . . . . . . . .
Custom upgrade of the EBI components on a client computer. . . . . . . . . . . . . . . . . . .
Setting the EBI services to manual startup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
PreUpgrade.vbs . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Setting the EBI services to automatic startup . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Copying the existing EBI databases to the new computer . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Disabling SQL Server replication . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Migrating HMIWeb displays and shapes . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Migrating Station-level scripts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Attaching scripts to the new Station . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Migrating Quick Builder projects . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Migrating from an area-based system to a location-based system . . . . . . . . . . . . . . . . . . . . . .
Renaming areas . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Uploading locations after the upgrade. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Renaming points with illegal names (point IDs). . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
fixpointname.exe . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
About downloading fire points . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Changes to CMS user fields . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Updating CMS user field labels . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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CONTENTS
Checking the visibility of user fields on CMS displays . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Creating card layouts to replace DSP card layouts . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Migrating HTM card layouts. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Upgrade tasks for a LonWorks Point Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Checking the name of the LNS database. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Backing up the LonWorks point server data on the existing point server computer. . .
Restoring LonWorks point server data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Reapplying customizations to the XML templates . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Upgrade tasks for EXCEL 5000 Direct. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Backing up EXCEL 5000 Direct data before upgrading. . . . . . . . . . . . . . . . . . . . . . . .
Restoring EXCEL 5000 Direct data . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
About Global Schedules migration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Migrating Global Schedules . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Updating the server alias . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
19 Removing EBI
Uninstalling EBI . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Removing the EBI server components . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Removing Microsoft SQL Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Removing EBI client applications. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
20 Troubleshooting
EBI server installation problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
EBI server startup problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Windows-related problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
DNS performance in a redundant server system . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Network interface cards (network adapters) . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Modems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Terminal server problems . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
21 Tuning server performance
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Tuning the Windows Kernel . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Disk management . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Fixing File System errors . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Defragmenting the file system. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Memory and swapfile/pagefile . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Adjusting swapfile/pagefile size . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Networking . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Network optimization . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Management of traffic . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Adjusting bindings and disabling protocols on standard networks . . . . . . . . . . . . . . . .
Benefits from other Network Services . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Server redundancy . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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CONTENTS
Other settings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Video settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
System usage . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Topology-related settings . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Monitoring the system and assessing the need for hardware upgrades. . . . . . . . . . . . . . . . . . .
Configuring the Performance Monitor . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
Interpreting the Performance Counter values . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . .
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1
Starting a successful EBI
installation
This guide describes how to install a new EBI system or upgrade your existing
EBI system.
Caution
This guide uses checklists and a System Design Form to guide you through installation/
upgrade tasks. You must use them to avoid installation problems.
Preliminary tasks
Complete the tasks in the following order.
Task
Go to:
Learn how to use the checklists.
page 14
Fill in the System Design form.
page 15
Read the Known Issues Bulletin and Software Release
Bulletin for any last-minute instructions.
EBI DVD
Done?
If you are:
• Installing a new EBI system, select the top-level
checklists that meet your installation requirements.
page 33
page 49
• Upgrading an existing EBI system, select the toplevel checklists that meet your upgrade requirements.
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1 – STARTING A SUCCESSFUL EBI INSTALLATION
Using the checklists
This guide makes extensive use of checklists to guide you through installation/
upgrade tasks. You must use the checklists (and the System Design form) to
avoid installation problems.
Tips
•
Make a photocopy of each checklist that is applicable to your system.
•
Check that you have satisfied the Prerequisites before you start the first task.
•
Complete the tasks in order shown, unless specified otherwise.
•
When you complete each task, return to the checklist and mark the task as
complete in the Done column. It is also a good idea to include the name of the
person who completed the task and the date and time the task was completed
to assist in diagnosing any problems that may occur.
Related topics
“System Design form” on page 15
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SYSTEM DESIGN FORM
System Design form
You use this form to record details that will be needed many times during
installation/upgrade tasks. You must therefore fill in this form before starting the
first task.
For instructions on how to fill in this form, see “Filling in the System Design
form” on page 19.
Attention Make a photocopy of this form for each server (or redundant server pair).
Windows Server properties
For a description of each property, see “Description of Windows Server
properties” on page 20.
Primary Server
Backup Server (if applicable)
Computer Name
Administrator Password
Number of Concurrent
Connections
(Only applicable to
Windows Server 2008 and
Windows Server 2003.)
TCP/IP properties
For a description of each property, see “Description of TCP/IP properties” on
page 21. (If you have a redundant system, you must also fill in the next section for
the backup server.)
Value
General Tab
IP Address
Subnet Mask
Default Gateway
Preferred DNS Server
Alternate DNS Server
IP Settings Tab
Interface Metric
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1 – STARTING A SUCCESSFUL EBI INSTALLATION
Value
DNS Tab
DNS server addresses, in
order of use
Append primary and
connection specific DNS
suffixes
Append parent suffixes of
the primary DNS suffix
Append these DNS
suffixes (in order)
DNS suffix for this
connection
Register this connection’s
addresses in DNS
Use this connection’s DNS
suffix in DNS registration
WINS Tab
Defaults. If not specify:
Options Tab
Defaults. If not specify:
Domain/Workgroup
Domain. Specify Administrator password:
Workgroup. Specify name:
Network Adapter Settings
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SYSTEM DESIGN FORM
TCP/IP properties for Backup server
Only applicable if you have redundant servers. For a description of each property,
see “Description of TCP/IP properties” on page 21.
Value
General Tab
IP Address
Subnet Mask
Default Gateway
Preferred DNS Server
Alternate DNS Server
IP Settings Tab
Interface Metric
DNS Tab
DNS server addresses, in
order of use
Append primary and
connection specific DNS
suffixes
Append parent suffixes of
the primary DNS suffix
Append these DNS
suffixes (in order)
DNS suffix for this
connection
Register this connection’s
addresses in DNS
Use this connection’s DNS
suffix in DNS registration
WINS Tab
Defaults. If not specify:
Options Tab
Defaults. If not specify:
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1 – STARTING A SUCCESSFUL EBI INSTALLATION
Value
Domain/Workgroup
Domain. Specify Administrator password:
Workgroup. Specify name:
Network Adapter Settings
Address:
EBI server properties
For a description of each property, see “Description of EBI Server properties” on
page 24.
Value
Windows Account
Passwords
Mngr:
Engr:
(Note that this account is not longer installed but may exist
from an upgraded R310 server).
Oper:
(Note that this account is no longer installed but may exist
from an upgraded R310 server).
OPC Account
Username:
Password:
Fast History collection
interval
Modem connection properties
Only applicable if one or more client computers are connected to the server via a
modem. For a description of each property, see “Description of Modem
connection properties” on page 25.
Username
Password
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FILLING IN THE SYSTEM DESIGN FORM
Filling in the System Design form
This section describes the purpose of every property in the System Design form.
If you have a DSA system, you must fill in a separate form for each nonredundant server or redundant server pair.
If you have Cardholder Management, Global Schedules and a DSA system,
consider the networking issues. See “Recommendations for Cardholder
Management in a DSA system”.
The System Design form will be required if you ever upgrade or reconfigure your
system, so remember to keep it (and the EBI license) in a safe place for future
reference.
Related topics
“System Design form” on page 15
“Recommendations for Cardholder Management and Global Schedules in a DSA
system” on page 30
“Description of Windows Server properties” on page 20
“Description of TCP/IP properties” on page 21
“Description of EBI Server properties” on page 24
“Description of Modem connection properties” on page 25
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Description of Windows Server properties
Property
Description
Computer Name
The name of the server computer (the computer name).
For more information about computer names, see “About
computer names” on page 26.
Administrator password
The password for the Windows Administrator account.
Note: This password is case-sensitive.
You need this password whenever you perform
administrative tasks on the server. If you have a DSA system,
we recommend that the password for the Administrator
account is the same on all EBI servers.
For an explanation of Windows accounts, see “About
Windows accounts, operator IDs and EBI security levels” on
page 27.
Number of
Concurrent Connections
Only applicable to Windows Server 2008 and Windows
Server 2003.
The number of Windows client access licenses (CALs)
required. You need to enter the correct number of CALs for
your system configuration.
Note: If you require more than five CALs, you need to
purchase and maintain the required number of additional
CALs.
For non-redundant systems:
Number of Stations
Number of CALs required
5
5
6 to 10
10
11 to 15
15
16 to 20
20
For redundant systems:
20
Number of Stations
Number of CALs required
8
5
9 to 13
10
14 to 18
15
19 to 20
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FILLING IN THE SYSTEM DESIGN FORM
Description of TCP/IP properties
The tabs and properties in the following table correspond with the Microsoft
TCP/IP Properties dialog box.
Tab
Property
Description
General
IP Address
If you have an existing network, this will be
provided by your network administrator. Otherwise,
specify something like 192.186.0.x, where x is a
unique number for each network adapter (and
usually each host) on the network. This number can
be between 1 and 254.
Subnet Mask
If you have an existing network, this will be
provided by your network administrator. Otherwise,
specify 255.255.255.0.
Default Gateway
If you have an existing network, this will be
provided by your network administrator.
If the computer is connected to a stand-alone
network, leave this blank.
Preferred DNS
server
Ask your network administrator for the IP address of
the preferred Domain Name Server (DNS). Your
company may have one or more DNS. The preferred
DNS is the first DNS that your computer
communicates with to resolve names to IP addresses.
If the preferred DNS server is not available, your
computer communicates with the alternate DNS, if
one is supplied.
If you are configuring a stand-alone network this
parameter can be omitted.
Alternate DNS
server
Ask your network administrator for the IP address of
the alternate DNS.
If you are configuring a stand-alone network this
parameter can be omitted.
IP Settings
Interface metric
Ask your network administrator for this information.
If your network administrator does not supply an
interface metric, accept the default value during
installation.
If you are configuring a stand-alone network this
parameter can be omitted.
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1 – STARTING A SUCCESSFUL EBI INSTALLATION
Tab
Property
Description
DNS
DNS server
Ask your network administrator for this information.
addresses, in order If you are configuring a stand-alone network this
of use
parameter can be omitted.
Append primary
and connection
specific DNS
suffixes
Ask your network administrator for this information.
If you are configuring a stand-alone network this
parameter can be omitted.
Append parent
suffixes of the
primary DNS
suffix
Ask your network administrator for this information.
If you are configuring a stand-alone network this
parameter can be omitted.
Append these
DNS suffixes (in
order)
Ask your network administrator for this information.
If you are configuring a stand-alone network this
parameter can be omitted.
DNS suffix for
this connection
Ask your network administrator for this information.
If you are configuring a stand-alone network this
parameter can be omitted.
Register this
Ask your network administrator for this information.
connection’s
If you are configuring a stand-alone network this
addresses in DNS parameter can be omitted.
Use this
Ask your network administrator for this information.
connection’s DNS If you are configuring a stand-alone network this
suffix in DNS
parameter can be omitted.
registration
22
WINS
Ask your network administrator for this information.
If you are configuring a stand-alone network this
parameter can be omitted.
Options
Ask your network administrator for this information.
If you are configuring a stand-alone network this
parameter can be omitted.
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FILLING IN THE SYSTEM DESIGN FORM
Property
Description
Domain/Workgroup
If you are connecting to an existing network, ask your
network administrator to specify the workgroup or domain.
If it is a domain, you will need to find out the password from
your network administrator.
If you have a stand-alone network, specify a workgroup with
a name such as EBI_NW. The name must be the same for all
computers on the network. If you have Cardholder
Management on a DSA system, all cardholder servers should
be on a common domain. See “Recommendations for
Cardholder Management and Global Schedules in a DSA
system” on page 30.
Network Adapter Settings If you install a network adapter, record its address settings.
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1 – STARTING A SUCCESSFUL EBI INSTALLATION
Description of EBI Server properties
Property
Description
Windows Account
Passwords
The passwords for the Windows accounts that are created by
the EBI installation wizard.
The passwords are case sensitive, must consist of at least six
characters, and include at least one non-alphabetic character.
Note: If you have more than one EBI server (either redundant
servers or a DSA system), the passwords for the mngr
account must be the same on all servers.
For more information about Windows accounts, see “About
Windows accounts, operator IDs and EBI security levels” on
page 27.
OPC Account
Only applicable if you have an OPC server option.
This account is used by OPC clients to connect to the OPC
server.
Fast History collection
interval
The interval at which the server collects fast history snapshots
for point parameters for which fast history collection is
enabled. The interval can be between 1 and 30 seconds (the
default is 5 seconds).
Note: If you make extensive use of fast history, an
excessively short interval may place a heavy load on the
server.
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FILLING IN THE SYSTEM DESIGN FORM
Description of Modem connection properties
Property
Description
Username
The remote access user account and password. Only
applicable if one or more client computers are connected to
the server via a modem.
Password
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1 – STARTING A SUCCESSFUL EBI INSTALLATION
About computer names
All EBI server and client computers must have a unique name and IP address.
The following restrictions apply when naming server and client computers:
26
•
The name must be 14 characters, or less, in length.
•
The name can contain a combination of standard characters, that is, upper and
lower case A to Z, digits 0 to 9, and hyphens.
•
The name cannot contain spaces, or any of the following characters:
< > ; : " * + = \ | ? , ~ ! @ # $ % ^ & ( )` _
•
If you have a non-redundant server, avoid names (server and client) that end
with “A” or “B”. Although this is not mandatory, it makes it easier if you later
want to upgrade to redundant servers.
•
If you have redundant servers, the names of the server computers have a
common base name, plus a single-letter suffix. In the case of the primary
server, the suffix is “A”, and in the case of the backup server, the suffix is “B”.
For example, if the base name is HSSERV:
-
The primary server name would be HSSERVA.
-
The backup server name would be HSSERVB.
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FILLING IN THE SYSTEM DESIGN FORM
About Windows accounts, operator IDs and EBI security levels
The EBI installation wizard creates some Windows accounts and an operator ID
(which is used to log on to Station).
Note
With the installation of EBI R410, the Windows account EBIAdmin will be removed.
Oper and Engr accounts which were available in previous versions will still work with
sites that use them but are no longer set up when installing EBI.
Caution
Some Windows accounts, operator IDs and EBI security levels have the same names.
Consequently, it is important that you do not confuse them.
This topic provides a summary of the accounts, operator IDs and security levels.
Windows Accounts
The EBI installation wizard creates one Windows accounts and three Honeywell
groups. The following table shows the account details after you install EBI.
Windows group
Windows account
mngri
Administratorii
Honeywell Administrators y
y
Honeywell Usersiii
y
y
Honeywell Station Usersiv
y
v
y
Administrators
Users
v
Backup Operatorsv
y
i EBI services and some other EBI processes run under the mngr
account.
ii This is the default Windows account.
iii Use this group when creating your own user accounts
iv Use this group when creating user accounts for Station, HMIWeb
Display Builder, and Quick Builder users
v These are default Windows groups.
Operator IDs
The EBI installation wizard creates the following operator ID. (Operator IDs are
used to log on to Station.)
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1 – STARTING A SUCCESSFUL EBI INSTALLATION
Operator ID
Description
mngr
This is the default operator ID for Station, for which the:
• Security level is MNGR (see “EBI security levels” on
page 28)
• Default password is mngr1 (note the use of lower case
because passwords are case-sensitive.)
If you intend to use operator-based security, you use this
operator ID to log on to Station, so that you can then add
other operator IDs to your system.
If you intend to use Station-based security, you do not
need to use this operator ID, or create any other operator
IDs.
EBI security levels
EBI provides the following security levels that apply when you use Station. If you
use:
28
•
Station-based security, you can “jump” to a particular security level by typing
the password for that level on that Station
•
Operator-based security, each person is given a unique operator ID and
assigned a specific security level
Security level
Description
LVL1
Only allows viewing. This level is only available with
operator-based security.
LVL2
Allows viewing and alarm acknowledgement. This level
is only available with operator-based security.
OPER
The standard operator level that allows alarm
acknowledgement and routine control.
SUPV
Provides access supervisor-level functions.
ENGR
Provides access to engineer-level functions.
MNGR
Provides unrestricted access to all functions.
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FILLING IN THE SYSTEM DESIGN FORM
About User Account Control
The Windows Server 2008 and Windows 7 operating systems have a new security
feature called User Account Control (UAC) and secure desktop.
This topic summarizes some of the key points related to the new security feature.
For more information about UAC, see the Microsoft Web site.
On these new operating systems, by default every application or process is
launched with standard user privileges even if the current user is logged on with
administrative privileges. (The exception to this is if the application has been
specifically marked to launch with higher privileges.) This encourages the use of
standard accounts for users of the computer rather than an administrator account.
Another security feature on the new operating system is the use of elevation
prompts. Elevation prompts are presented to all types of users if the action they
are trying to perform requires administrator privileges. This can prevent such
things as the silent installation of malware. A standard user must enter the name
and password of the appropriate administration account to continue. An
administrative user must give consent to continue.
When the elevation prompts appear, the user’s desktop is replaced with the secure
desktop. The user cannot continue normal operation until they cancel the action or
give the appropriate consent. Using the secure desktop may cause issues by
causing a loss of view of your EBI system. The secure desktop can be disabled. If
the Station computer is connected to a network that is adequately secured,
Honeywell recommends that the secure desktop be disabled so that there is no
loss of view should any elevation prompt appear. Honeywell recommends that
you assess the risk of disabling secure desktop.
During installation a new Windows group is created, called Honeywell Station
Users. This group has the required privileges that EBI users require to use
Station, HMIWeb Display Builder and Quick Builder. During the installation
process, the user account used for the installation is automatically added to the
Honeywell Station Users group. User accounts for all other users need to be
added to this group. Note that this does not prevent the elevation prompts.
The new security features can be disabled, however you should only do so in
consultation with the site’s IT personnel.
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1 – STARTING A SUCCESSFUL EBI INSTALLATION
Recommendations for Cardholder Management and Global Schedules in
a DSA system
In a DSA system, Cardholder Management and Global Schedules use Microsoft
SQL Server Replication technology to synchronize the contents of the cardholder
database on each server.
We recommend that all cardholder servers be on a common domain, logging on to
a common domain server. This not only makes the DSA network more secure, it
also simplifies account configuration and troubleshooting. If the servers log on to
different domains, trust relationships must be set up between all domains the
servers log on to.
If the servers do not log on to a domain, they must operate on a common
Windows workgroup.
For more information about DSA in relation to Cardholder Management, see
“Configuring Distributed System Architecture” in the Configuration and
Administration Guide.
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RELATED EBI INSTALLATION DOCUMENTS
Related EBI installation documents
The following EBI documents include information that may affect installation/
upgrade tasks. Please read these documents before starting the first task.
Document
Description
Known Issues Bulletin and
Software Release Bulletin
Includes last-minute information that was not able to
be included in the standard documents. You must read
them to find out whether they contains any changes to
installation/upgrade tasks.
They are on the EBI DVD.
Overview
Provides a comprehensive overview of EBI.
Interface and Controller
References
There is a separate reference for each type of
interface and controller supported by EBI. Each
reference includes configuration information specific
to a particular interface or controller.
Configuration and Administration Your main reference after installation, it describes
Guide
how to configure EBI.
Backup and Restore Guide
This guide describes how to backup and restore your
EBI servers, clients and data.
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1 – STARTING A SUCCESSFUL EBI INSTALLATION
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2
New installation checklists
This section includes the top-level checklists for installing a new EBI system.
Note that you only need to use the checklists appropriate to your installation
scenario. For example, if you are installing a small system, you may only need the
“Non-redundant EBI server” and “Station” checklists.
Caution
You must use these checklists to avoid installation problems. To learn how to use them,
see “Using the checklists” on page 14.
Installation scenario
Go to:
Installation of the EBI server
Non-redundant EBI server
page 34
Redundant EBI server
page 36
Installation of EBI client applications or third-party applications (not on the EBI server)
Station
page 40
EBI client applications other than Station, or third-party applications such page 42
OPC servers/clients
Installation of remote point servers and specialized applications
Remote point server
page 44
Networked XLNET node
page 45
Mobile Station Server
page 46
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2 – NEW INSTALLATION CHECKLISTS
Installation checklist: Non-redundant EBI server
This is the top-level checklist for installing EBI on a non-redundant server. Note
that controllers can be installed independently of EBI.
Attention Make a photocopy of this checklist so that it is easier to keep track of
where you are in the installation process.
Prerequisites
•
You have read the Known Issues Bulletin and Software Release Bulletin,
located on the EBI DVD.
•
You have filled in the System Design form.
•
The server meets the hardware and software requirements.
•
The EBI DVD
•
The EBI license
•
You must log on with Windows administrator privileges.
•
You cannot install EBI on a computer that is configured as a Windows domain
controller.
•
Disable any anti-virus programs on the server while installing EBI.
•
If required, you have the Localization toolkit for your language. Localization
toolkits are available from your Honeywell Technical Assistance Center.
Tasks
Complete the tasks in the following order.
Task
Go to:
Prepare the server
Check the EBI compatibility matrix and verify the server
complies with hardware and software requirements
Define the basic server properties.
page 126
Configure the display (monitor).
page 137
If required, install Microsoft Excel.
page 142
Protect against viruses.
page 146
Install specialized hardware on the server
34
If required, install a network interface card (network
adapter).
page 150
If required, install serial adapters.
page 153
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Done?
INSTALLATION CHECKLIST: NON-REDUNDANT EBI SERVER
Task
Go to:
If required, install a LonTalk adapter.
page 157
Done?
If you have the PhotoID option and this computer is to be page 247
used to capture portraits/signatures, install the relevant
hardware and software.
Note: Unless this is a very small system, we recommend
that you install PhotoID hardware on a client computer.
If required, install terminal server(s).
page 271
Install EBI on the server
Install EBI components on the server.
page 160
Register the EBI server.
page 166
If you have controllers that communicate with the EBI
server via RSLinx, install RSLinx.
page 173
Install and set up associated applications
If required, set up Microsoft Excel data reports.
page 176
If you have any third-party OPC clients, create an account page 181
for them.
If required, set up the EBI server as a file server.
page 184
Additional tasks
If required, install the localization toolkit.
Configure any peripherals, such as modems and printers, page 187
that are connected to the server.
If your site implements Windows security policies, install
your local policies in the normal manner.
Configure custom firewall settings, if appropriate.
page 147
Tune the performance of the server.
page 431
Stop
You have completed all tasks.
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2 – NEW INSTALLATION CHECKLISTS
Installation checklist: Redundant EBI servers
This is the top-level checklist for installing EBI on a redundant servers.
Controllers can be installed independently of EBI.
Note that the primary server is called “server A” and the backup server is called
“server B”.
Attention Make a photocopy of this checklist so that it is easier to keep track of
where you are in the installation process.
Prerequisites
•
You have read the Known Issues Bulletin and Software Release Bulletin,
located on the EBI DVD.
•
You have filled in the System Design form (page 19).
•
The servers meet the hardware and software requirements.
•
The EBI DVD.
•
The EBI license.
•
You must log on with Windows administrator privileges.
•
Disable any anti-virus programs on the servers while installing EBI.
•
If required, you have the Localization toolkit for your language. Localization
toolkits are available from your Honeywell Technical Assistance Center.
Tasks
The tasks are split up into three stages. Complete the tasks in the following order.
Task
Go to:
Prepare and install EBI on server A.
page 36
Prepare and install EBI on server B.
page 38
Perform tasks on both server A and server B.
page 39
Done?
Server A tasks
Complete the tasks in the following order on server A.
Task
Prepare the server
Check the EBI compatibility matrix and verify the server
complies with hardware and software requirements.
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Go to:
Done?
INSTALLATION CHECKLIST: REDUNDANT EBI SERVERS
Task
Go to:
Define the basic server properties.
page 126
Configure the display.
page 137
Update the server’s hosts file.
page 139
If required, install Microsoft Excel.
page 142
Protect against viruses.
page 146
Done?
Install specialized hardware on the server
If required, install a network interface card (network
adapter).
page 150
If required, install serial adapters.
page 153
If required, install a LonTalk adapter.
page 157
If you have the PhotoID option and this computer is to be page 247
used to capture portraits/signatures, install the relevant
hardware and software.
Note: Unless this is a very small system, we recommend
that you install PhotoID hardware on a client computer.
If required, install terminal server(s).
page 271
Install EBI on the server
Install EBI.
page 160
Register the EBI server.
page 166
If you have controllers that communicate with the EBI
server via RSLinx, install RSLinx.
page 173
Install and set up associated applications
If required, set up Microsoft Excel data reports.
page 176
If you have any third-party OPC clients, create an account page 181
for them.
If required, set up the EBI server as a file server.
page 184
Additional tasks
If required, install the localization toolkit.
Configure any peripherals, such as modems and printers, page 187
that are connected to the server.
If your site implements Windows security policies, install
your local policies in the normal manner.
Configure custom firewall settings, if appropriate.
page 147
Tune the performance of the server.
page 431
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2 – NEW INSTALLATION CHECKLISTS
Server B tasks
Complete the tasks in the following order on server B.
Task
Go to:
Prepare the server
Check the EBI compatibility matrix and verify the server
complies with hardware and software requirements
Define the basic server properties.
page 126
Configure the display.
page 137
Update the server’s hosts file.
page 139
If required, install Microsoft Excel.
page 142
Protect against viruses.
page 146
Install specialized hardware on the server
If required, install a network interface card (network
adapter).
page 150
If required, install serial adapters.
page 153
If required, install a LonTalk adapter.
page 157
If you have the PhotoID option and this computer is to be page 247
used to capture portraits/signatures, install the relevant
hardware and software.
Note: Unless this is a very small system, we recommend
that you install PhotoID hardware on a client computer.
If required, install terminal server(s).
page 271
Install EBI on the server
Install EBI in the same location it was installed on server page 160
A.
Register the EBI server.
page 166
If you have controllers that communicate with the EBI
server via RSLinx, install RSLinx.
page 173
Install and set up associated applications
If required, set up Microsoft Excel data reports.
page 176
If you have any third-party OPC clients, create an account page 181
for them.
If required, set up the EBI server as a file server.
page 184
Additional tasks
If required, install the localization toolkit.
Configure any peripherals, such as modems and printers, page 187
that are connected to the server.
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Done?
INSTALLATION CHECKLIST: REDUNDANT EBI SERVERS
Task
Go to:
Done?
If your site implements Windows security policies, install
your local policies in the normal manner.
Configure custom firewall settings, if appropriate.
page 147
Tune the performance of the server.
page 431
Server A and Server B tasks
Complete the tasks on both server A and server B.
Task
Go to:
Done?
Configure EBI server redundancy. Run setupredun.vbs
(located in the \Program Files\Honeywell\
server\run folder) to set up the server for redundancy.
For details, see “Configuring and monitoring a redundant
server system” in the Configuration and Administration
Guide.
Stop
You have completed all tasks.
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2 – NEW INSTALLATION CHECKLISTS
Installation checklist: Station on a client computer
This is the top-level checklist for installing Station on a client computer. (The
checklist also allows you to install other EBI client applications, such as HMIWeb
Display Builder and Quick Builder.)
EBI supports two display storage techniques: centralized (displays and shapes are
only stored on the server) and distributed (each Station has its own copies of the
displays and shapes). For more information about the storage techniques, see
“Display storage techniques” in the HMIWeb Display Building Guide.
A Typical client installation type will only install Station and HMIWeb Display
Builder. If you want to use distributed storage, select the Custom client
installation type from the EBI installation wizard and select the required display
options. For more information about installing Custom client options, see
“Custom installation of the EBI client applications” on page 232.
Attention Make a photocopy of this checklist so that it is easier to keep track of
where you are in the installation process.
Prerequisites
•
You have read the Known Issues Bulletin and Software Release Bulletin,
located on the EBI DVD.
•
The System Design form (page 19).
•
The computer meets the hardware and software requirements.
•
The EBI DVD.
•
You must log on with Windows administrator privileges.
•
If required, you have the Localization toolkit for your language. Localization
toolkits are available from your Honeywell Technical Assistance Center.
Tasks
Complete the tasks in the following order.
Task
Go to:
Prepare the Station computer
Check the EBI compatibility matrix and verify the
computer complies with hardware and software
requirements.
40
Configure the display.
page 137
Update the client computer’s hosts file.
page 226
If required, install Microsoft Excel.
page 142
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Done?
INSTALLATION CHECKLIST: STATION ON A CLIENT COMPUTER
Task
Go to:
Done?
If you have licensed the PhotoID option and you want to page 247
use this computer to capture portraits/signatures, install
the relevant hardware and software.
Install and set up Station
Install Station and, if required, other EBI client
applications.
page 230
If Station and other EBI client applications are installed
on the Windows Vista, Windows Server 2008, or
Windows 7 operating system, add the required user
accounts to the Honeywell Station Users group.
page 234
If you have a redundant server, configure Station’s setup page 235
(stn) files for redundancy.
If required, set up Station to use multiple monitors.
page 237
If required, set up Microsoft Excel Reports.
page 176
If required, install the localization toolkit.
Configure the Station as appropriate. For details, see
“Configuring Station connection properties” in the
Configuration and Administration Guide.
Stop
You have completed all tasks.
41
2 – NEW INSTALLATION CHECKLISTS
Installation checklist: Client applications (other than
Station) on a client computer
This is the top-level checklist for installing EBI client applications (other than
Station), and third-party applications such as OPC servers/clients, on a client
computer.
Attention Make a photocopy of this checklist so that it is easier to keep track of
where you are in the installation process.
Prerequisites
•
You have read the Known Issues Bulletin and Software Release Bulletin,
located on the EBI DVD.
•
You have filled in the System Design form (page 19).
•
The computer meets the hardware and software requirements.
•
The EBI DVD.
•
You must log on with Windows administrator privileges.
•
If required, you have the Localization toolkit for your language. Localization
toolkits are available from your Honeywell Technical Assistance Center.
Tasks
Complete the tasks in the following order.
Task
Go to:
Prepare the client computer
Check the EBI compatibility matrix and verify the
computer complies with hardware and software
requirements
Configure the display.
page 137
Update the client computer’s hosts file.
page 226
If required, install Microsoft Excel.
page 142
Install applications as required
If required, install EBI client applications.
page 230
If required, install Networked XLNET Node
page 239
If required, install a third-party OPC client or server.
page 241
If required, set up Microsoft Excel Reports.
page 176
If required, install the localization toolkit.
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Done?
INSTALLATION CHECKLIST: CLIENT APPLICATIONS (OTHER THAN STATION) ON A CLIENT COMPUTER
Stop
You have completed all tasks.
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2 – NEW INSTALLATION CHECKLISTS
Installation checklist: Remote point server
This is the top-level checklist for installing a point server on a remote computer,
that is, a computer other than the EBI server computer.
Note that if you are using both the LonWorks and EIRIS point servers, they must
be on separate computers (and therefore require separate adapters).
Attention Make a photocopy of this checklist so that it is easier to keep track of
where you are in the installation process.
Prerequisites
•
If you are installing a LonWorks point server, a qualified adapter. See the
LonWorks Interface Reference.
•
You have read the Known Issues Bulletin and Software Release Bulletin,
located on the EBI DVD.
•
You have filled in the System Design form (page 19).
•
The computer meets the hardware and software requirements.
•
The EBI license.
•
The EBI DVD.
Tasks
Complete the tasks in the following order.
Task
Go to:
Check the EBI compatibility matrix and verify the
computer complies with hardware and software
requirements
Update the computer’s hosts file.
page 226
If you are setting up a LonWorks point server, install the page 157
adapter.
Install the point server components on the remote
computer.
Stop
You have completed all tasks.
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page 257
Done?
INSTALLATION CHECKLIST: NETWORKED XLNET NODE
Installation checklist: Networked XLNET node
This is the top-level checklist for installing a networked XLNET node.
Attention Make a photocopy of this checklist so that it is easier to keep track of
where you are in the installation process.
Prerequisites
•
You have read the Known Issues Bulletin and Software Release Bulletin,
located on the EBI DVD.
•
You have filled in the System Design form (page 19).
•
The computer meets the hardware and software requirements.
•
The EBI license.
•
The EBI DVD.
Tasks
Complete the tasks in the following order.
Task
Go to:
Done?
Check the EBI compatibility matrix and verify the
computer complies with hardware and software
requirements
Install the Networked XLNET Node software.
page 239
Configure the C-Bus.
For details, see “Configuring C-Busses” in the Honeywell
EXCEL 5000 Interface Reference.
Stop
You have completed all tasks.
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2 – NEW INSTALLATION CHECKLISTS
Installation checklist: Mobile Station server
This is the top-level checklist for installing a Mobile Station server.
If Mobile Station Server is to be used in conjunction with Honeywell Digital
Video Manager (Honeywell DVM), contact your local Honeywell representative.
Attention Make a photocopy of this checklist so that it is easier to keep track of
where you are in the installation process.
Prerequisites
•
You have read the Known Issues Bulletin and Software Release Bulletin,
located on the EBI DVD.
•
You have filled in the System Design form (page 19).
•
The computer meets the hardware and software requirements. (Note that
Mobile Station Server requires Windows Server 2008 or Windows Server
2003.)
•
The EBI DVD.
•
The EBI license.
•
Windows Server 2008 DVD or Windows Server 2003 CDs.
•
You have the required Client Access Licenses (CALs) for Terminal Services,
which is an authorization key. (You receive this authorization key when you
purchase CALs from Honeywell, or another vendor.)
If your organization already has a Microsoft Terminal Services Licensing
Server, you can use this server to assign CALs to handheld devices. In this
case, do not install the Terminal Services Licensing option.
•
If required, you have the Localization toolkit for your language. Localization
toolkits are available from your Honeywell Technical Assistance Center.
Tasks
Complete the tasks in the following order.
Task
Go to:
Prepare the Mobile Station Server computer
Check the EBI compatibility matrix and verify the
computer complies with hardware and software
requirements
46
Set up the basic server details.
page 126
Configure the display.
page 137
www.honeywell.com/buildingsolutions
Done?
INSTALLATION CHECKLIST: MOBILE STATION SERVER
Task
Go to:
Update the server’s hosts file.
page 139
Protect against viruses.
page 146
Done?
Install specialized hardware on the Mobile Station Server
If required, install a network interface card (network
adapter).
page 150
Install EBI client software on the Mobile Station Server
Install Station. (You can also install other EBI client
software if required.)
page 230
If required, install the localization toolkit.
Install and configure Terminal Services on the Mobile Station Server
Install Terminal Services.
page 260
If you installed the Terminal Services Licensing Server,
activate it.
page 262
Install the Client Access Licenses (CALs).
page 265
If you are using an existing Terminal Services Licensing page 267
Server, configure Mobile Station Server to access it.
Limit the number of connections to the Mobile Station
Server.
page 268
Create and configure Mobile Station Server users
Create the Mobile Station Server users.
page 269
If providing Mobile Access for Station, configure the
Mobile Access for Station users.
page 270
Stop
You have completed all tasks.
47
2 – NEW INSTALLATION CHECKLISTS
48
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3
Upgrade checklists
This section includes the top-level checklists for upgrading EBI. Note that you
only need to use the checklists appropriate to your upgrade scenario.
If you are upgrading from EBI R300 or earlier, you must first upgrade to
EBI R310, and then upgrade to EBI R410.
Caution
You must use these checklists to avoid upgrade problems. To learn how to use them, see
“Using the checklists” on page 14.
Upgrade scenario
Go to:
Upgrades to the EBI server
Non-redundant upgrade from EBI R400 on existing server
page 51
Redundant upgrade from EBI R400 on existing servers
page 55
Non-redundant upgrade from EBI R400 on new server and/or Windows
operating system
page 61
Redundant upgrade from EBI R400 on new servers and/or Windows
operating system
page 66
DSA system upgrade from EBI R400 on existing servers
page 73
Non-redundant upgrade from EBI R310 on existing server
page 75
Redundant upgrade from EBI R310 on existing servers
page 80
Non-redundant upgrade from EBI R310 on new server
page 87
Non-redundant upgrade from EBI R310 on existing server with new
Windows operating system
page 93
Redundant upgrade from EBI R310 on new servers
page 99
Redundant upgrade from EBI R310 on existing servers with new
Windows operating system
page 107
DSA system upgrade from EBI R310 on existing servers
page 115
49
3 – UPGRADE CHECKLISTS
Upgrade scenario
Go to:
Upgrades to EBI client applications
Station and displays
page 117
EBI client applications other than Station
page 119
Upgrades to remote point servers
50
Remote point server on an existing computer
page 121
Remote point server and moving to a new computer and/or Windows
operating system
page 123
www.honeywell.com/buildingsolutions
UPGRADE CHECKLIST: FROM EBI R400 SP1 ON EXISTING NON-REDUNDANT SERVER
Upgrade checklist: From EBI R400 SP1 on existing nonredundant server
This is the top-level checklist for upgrading from EBI R400 SP1 on an existing
non-redundant server.
Attention Make a photocopy of this checklist so that it is easier to keep track of
where you are in the installation process.
Prerequisites
•
You have read the Known Issues Bulletin and Software Release Bulletin,
located on the EBI DVD.
•
The EBI R410 DVD.
•
The EBI R410 license.
•
Relevant upgrades/service packs (if not on the EBI R410 DVD).
•
The server meets the hardware and software requirements.
•
Disable any anti-virus programs while upgrading EBI.
•
If required, you have the Localization toolkit for your language. Localization
toolkits are available from your Honeywell Technical Assistance Center.
Upgrade Tasks
Complete the tasks in the following order.
Task
Go to:
Done?
Preliminary tasks
Create a plan for the upgrade. Use the Upgrading Best
page 341
Practices product bulletin (available from the HBS
Product Technical Support Global Website) and the
planning information in this guide to create a plan. If you
are also upgrading components from the auxiliary DVD,
for example, BNPS, FPS, IPPS, you should read the SRB
to understand when you need to incorporate upgrade tasks
into this checklist.
Check the EBI compatibility matrix and verify the server
complies with hardware and software requirements.
Take the access control controllers out of service. This
ensures that events are buffered until the upgrade is
complete.
51
3 – UPGRADE CHECKLISTS
Task
Go to:
If you have any LonWorks point servers, check that the
names of the LNS databases comply with the new rules.
page 402
Done?
Generate an event archive of all current events.
For details, see the “Archiving Events” section in the
Operators Guide.
If you use the Cardholder Management option and the
server is part of a DSA system, disable SQL Server
replication.
page 385
Freeze all changes on the server.
Back up the server.
For details, see the “Backing up EBI servers” section in
the Backup and Restore Guide.
Terminate any Station connections to the EBI server.
• Stop any point servers.
• Close any EBI-related applications, such as the
EBI Control Panel and Quick Builder.
Unload the EBI database and then close the Start-Stop
EBI Server application.
page 206
If RSLinx is installed, uninstall it.
Upgrade the server hardware
Upgrade the hardware as specified when planning for the
upgrade.
Upgrade the server software
(Only required if, during planning, you identified the need to upgrade third party software
components on the server, for example, Internet Explorer.)
Set the EBI services to manual startup.
page 380
Upgrade any other applications as appropriate.
Checkpoint
Before you proceed, ensure the operating system and any
software and hardware has been installed correctly.
You must fix any errors before proceeding.
Upgrade EBI
52
Upgrade EBI components on the server.
page 362
Register the EBI server.
page 166
If you have controllers that communicate with the EBI
server via RSLinx, install RSLinx.
page 173
www.honeywell.com/buildingsolutions
UPGRADE CHECKLIST: FROM EBI R400 SP1 ON EXISTING NON-REDUNDANT SERVER
Task
Go to:
Done?
Checkpoint
Before you proceed, ensure that the EBI software has
been installed correctly and there are no errors. You must
fix any errors before proceeding.
Additional tasks
If required, install the localization toolkit.
Complete the upgrade
If you have fire points configured, download the points
from Quick Builder to the server.
page 395
Reapply any changes to the system acronym set.
For details, see the “About acronyms” section in the
HMIWeb Display Building Guide.
Reapply any specialized scan periods.
For details, see the “Scanning and standard points”
section in the Configuration and Administration Guide.
Configure event archiving.
For details, see the “Configuring Event Archiving”
section in the Configuration and Administration Guide.
Return the access control controllers to in-service and
check that they communicate without error.
Tip: You should enable one controller at a time because
they will send buffered events to the server.
When the access control controller are returned to inservice, a download modified action occurs
automatically. You can cancel the download modified
action and perform a download all action when all access
control controllers are back in service. It is recommended
that you perform the download all action during off-peak
times as the procedure may take some time and so that
cardholders are not unnecessarily denied access.
Check that all printers and OPC connections are working.
If OPC connections are not working, see “Creating an
account for third-party OPC clients” on page 181.
Reapply any customizations to system displays.
For details, see the “Configuring Stations and printers”
section in the Configuration and Administration Guide.
Reapply any customizations to the menus.
For details, see the “Customizing toolbars, menus and
keyboard shortcuts” section in the Configuration and
Administration Guide
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3 – UPGRADE CHECKLISTS
Task
Go to:
Reapply any customizations to Station’s toolbars
For details, see the “Customizing toolbars, menus and
keyboard shortcuts” section in the Configuration and
Administration Guide.
Reapply any customizations to Station’s configuration
file, station.ini.
For details, see the “Station.ini” section in the
Configuration and Administration Guide.
Reapply any customizations to Station’s setup file,
default.stn.
For details, see the “Station setup files” section in the
Configuration and Administration Guide.
Reset any watchdog timers.
For details, see the “Monitoring the activity of a task”
section in the Application Development Guide.
Migrate Station-level scripts.
page 387
If you have any LonWorks points servers and have
customized the XML templates, reapply the
customizations.
page 406
Stop
You have completed all tasks.
54
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Done?
UPGRADE CHECKLIST: FROM EBI R400 SP1 ON EXISTING REDUNDANT SERVERS
Upgrade checklist: From EBI R400 SP1 on existing
redundant servers
This is the top-level checklist for upgrading from EBI R400 SP1 on existing
redundant servers.
Attention Make a photocopy of this checklist so that it is easier to keep track of
where you are in the installation process.
Prerequisites
•
You have read the Known Issues Bulletin and Software Release Bulletin,
located on the EBI DVD.
•
The EBI R410 DVD.
•
The EBI R410 license.
•
The server meets the hardware and software requirements.
•
Disable any anti-virus programs while upgrading EBI.
•
You have a local administrator account.
•
If required, you have the Localization toolkit for your language. Localization
toolkits are available from your Honeywell Technical Assistance Center.
Preliminary Tasks
Complete the tasks in the following order.
Attention The primary server is called “server A” and the backup server is called
“server B”.
Task
Go to:
Done?
Create a plan for the upgrade. Use the Upgrading Best
page 341
Practices product bulletin (available from the HBS
Product Technical Support Global Website) and the
planning information in this guide to create a plan. If you
are also upgrading components from the auxiliary DVD,
for example, BNPS, FPS, IPPS, you should read the SRB
to understand when you need to incorporate upgrade tasks
into this checklist.
55
3 – UPGRADE CHECKLISTS
Task
Go to:
Done?
Check the EBI compatibility matrix and verify both
servers comply with hardware and software requirements.
Attention
If you do not have the required software
installed, for example, the required version of
Internet Explorer, the installation stops and you
are required to install the appropriate software
before proceeding with the EBI software
installation.
If you have any LonWorks point servers, check that the
names of the LNS databases comply with the new rules.
page 402
Freeze all changes on the server.
On server A, start Station and call up the Redundancy
Status display (sys113) and synchronize server A and
server B.
Disable SQL Server replication on both servers.
page 385
Upgrade Server B
Complete the tasks in the following order to upgrade server B.
Task
Go to:
Done?
Preliminary tasks
Back up the server.
For details, see the “Backing up EBI servers” section in
the Backup and Restore Guide.
If RSLinx is installed, uninstall it.
Terminate any Station connections to the EBI server.
• Stop any point servers.
• Close any EBI-related applications, such as the
EBI Control Panel and Quick Builder.
Upgrade the server hardware
Upgrade the hardware as specified when planning for the
upgrade.
Upgrade the server software
(Only required if, during planning, you identified the need to upgrade third party software
components on the server, for example, Internet Explorer.)
Set the EBI services to manual startup.
page 380
Upgrade any other applications as appropriate.
Upgrade EBI
Upgrade EBI.
56
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page 362
UPGRADE CHECKLIST: FROM EBI R400 SP1 ON EXISTING REDUNDANT SERVERS
Task
Go to:
Done?
Checkpoint
Before you proceed, ensure that the EBI software has
been installed correctly and there are no errors. You must
fix any errors before proceeding.
Create a backup.
Additional tasks
If you have controllers that communicate with the EBI
server via RSLinx, install RSLinx.
page 173
If required, install the localization toolkit.
Set EBI services to automatic startup.
page 382
Restart the computer.
Take the channels out of service.
Set the EBI server to database only.
Reconnect the computer to the network.
Upgrade critical Stations to R410.
On the A server take the channels out of service.
On the A server create an event archive.
Stop the A server.
Start EBI on the upgraded B server.
Check that the upgraded Stations connect to the upgraded
B server.
Enable the channels one at a time allowing time for
buffered events to be sent to the server.
Check that they communicate without error.
When the access control controller are returned to inservice, a download modified action occurs
automatically. You can cancel the download modified
action and perform a download all action when all access
control controllers are back in service. It is recommended
that you perform the download all action during off-peak
times as the procedure may take some time and so that
cardholders are not unnecessarily denied access.
Checkpoint
Ensure that the B server is operating without errors. You
must fix any errors before proceeding.
Create a backup.
57
3 – UPGRADE CHECKLISTS
Upgrade Server A
Complete the tasks in the following order to upgrade server A.
Task
Go to:
Done?
Preliminary tasks
Back up the server.
For details, see the “Backing up EBI servers” section in
the Backup and Restore Guide.
If RSLinx is installed, uninstall it.
• Stop any point servers.
• Close any EBI-related applications, such as the
EBI Control Panel and Quick Builder.
Upgrade the server hardware
Upgrade the hardware as specified when planning for the
upgrade.
Upgrade the server software
(Only required if, during planning, you identified the need to upgrade software
components, for example, Internet Explorer.)
Set the EBI services to manual startup.
page 380
Upgrade any other applications as appropriate.
Upgrade EBI
Upgrade EBI.
page 362
Checkpoint
Before you proceed, ensure that the EBI software has
been installed correctly and there are no errors. You must
fix any errors before proceeding.
Create a backup.
Set EBI services to automatic startup.
page 382
Additional tasks
If you have controllers that communicate with the EBI
server via RSLinx, install RSLinx.
page 173
If required, install the localization toolkit.
Final tasks
Complete the remaining tasks in the following order.
Task
Configure the servers
58
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Go to:
Done?
UPGRADE CHECKLIST: FROM EBI R400 SP1 ON EXISTING REDUNDANT SERVERS
Task
Go to:
Done?
Start the A server as the backup server.
Synchronize the A server with the B server.
Failover to the A server.
Synchronize the servers.
Register the EBI servers.
page 166
Complete the upgrade
If you have fire points configured, download the points
from Quick Builder to the server.
page 395
Reapply any changes to the system acronym set.
For details, see the “About acronyms” section in the
HMIWeb Display Building Guide.
Reapply any specialized scan periods.
For details, see the “Scanning and standard points”
section in the Configuration and Administration Guide.
Configure event archiving.
For details, see the “Configuring Event Archiving”
section in the Configuration and Administration Guide.
Return the access control controllers to in-service and
check that they communicate without error.
Tip: You should enable one controller at a time because
they will send buffered events to the server.
When the access control controller are returned to inservice, a download modified action occurs
automatically. You can cancel the download modified
action and perform a download all action when all access
control controllers are back in service. It is recommended
that you perform the download all action during off-peak
times as the procedure may take some time and so that
cardholders are not unnecessarily denied access.
Check that all printers and OPC connections are working.
If OPC connections are not working, see “Creating an
account for third-party OPC clients” on page 181.
Reapply any customizations to system displays.
For details, see the “Configuring Stations and printers”
section in the Configuration and Administration Guide.
Reapply any customizations to the menus.
For details, see the “Customizing toolbars, menus and
keyboard shortcuts” section in the Configuration and
Administration Guide
59
3 – UPGRADE CHECKLISTS
Task
Go to:
Reapply any customizations to Station’s toolbars
For details, see the “Customizing toolbars, menus and
keyboard shortcuts” section in the Configuration and
Administration Guide.
Reapply any customizations to Station’s configuration
file, station.ini.
For details, see the “Station.ini” section in the
Configuration and Administration Guide.
Reapply any customizations to Station’s setup file,
default.stn.
For details, see the “Station setup files” section in the
Configuration and Administration Guide.
Reset any watchdog timers.
For details, see the “Monitoring the activity of a task”
section in the Application Development Guide.
Migrate Station-level scripts.
page 387
If you have any LonWorks points servers and have
customized the XML templates, reapply the
customizations.
page 406
Stop
You have completed all tasks.
60
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Done?
UPGRADE CHECKLIST: FROM EBI R400 SP1 ON NEW NON-REDUNDANT SERVER AND/OR OPERATING
Upgrade checklist: From EBI R400 SP1 on new nonredundant server and/or operating system
This is the top-level checklist for upgrading from EBI R400 SP1 and moving to a
new non-redundant server and/or upgrading the Windows operating system. For
example, your existing server runs Windows 2000, but your new server runs
Windows 2008 Server.
If you are keeping your existing computer (that is, only upgrading the Windows
operating system), you should consider adding a new hard drive and using it as
the primary disk (on which you install Windows and EBI), and keep the existing
hard drive as a backup of the existing EBI server.
Attention Make a photocopy of this checklist so that it is easier to keep track of
where you are in the upgrade process.
Prerequisites
•
You have read the Known Issues Bulletin and Software Release Bulletin,
located on the EBI DVD.
•
The EBI R410 DVD.
•
The EBI R410 license.
•
The server meets the hardware and software requirements.
•
You have filled in the System Design form (page 19).
•
Disable any anti-virus programs while upgrading EBI.
•
If required, you have the Localization toolkit for your language. Localization
toolkits are available from your Honeywell Technical Assistance Center.
Preliminary tasks on the new server
Complete the tasks in the following order.
Task
Go to:
Done?
Create a plan for the upgrade. Use the Upgrading Best
page 341
Practices product bulletin (available from the HBS
Product Technical Support Global Website) and the
planning information in this guide to create a plan. If you
are also upgrading components from the auxiliary DVD,
for example, BNPS, FPS, IPPS, you should read the SRB
to understand when you need to incorporate upgrade tasks
into this checklist.
61
3 – UPGRADE CHECKLISTS
Task
Go to:
Done?
Check the EBI compatibility matrix and verify the new
server complies with hardware and software requirements
Attention
If you do not have the required software
installed, for example, the required version of
Internet Explorer, the installation stops and you
are required to install the appropriate software
before proceeding with the EBI software
installation.
Configure the display.
page 137
Ensure Internet Explorer 7
Update the server’s hosts file.
page 139
If required, install Microsoft Excel.
page 142
Protect against viruses.
page 146
Install specialized hardware
If required, install a network interface card (network
adapter).
page 150
If required, install serial adapters.
page 153
If required, install a LonWorks network interface card.
page 157
If required, install the card or other devices associated
with the Integrated PhotoID option.
page 247
Note: Only install PhotoID hardware on the server if the
server used to capture portraits/signatures. (Unless this is
a very small system, we recommend that you install
PhotoID hardware on a client computer.)
If required, install software to manage terminal server(s). page 271
Checkpoint
Before you proceed, ensure the operating system, and any
software and hardware has been installed correctly.
You must fix any errors before proceeding.
Create a backup using Acronis.
Preliminary tasks on the old (existing) server
Complete the tasks in the following order.
Task
Take the access control controllers out of service. This
ensures that events are buffered until the upgrade is
complete.
62
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Go to:
Done?
UPGRADE CHECKLIST: FROM EBI R400 SP1 ON NEW NON-REDUNDANT SERVER AND/OR OPERATING
Task
Go to:
If you have any LonWorks point servers, check that the
names of the LNS databases comply with the new rules.
page 402
Done?
Freeze all changes on the servers.
Generate an event archive of all current events.
For details, see the “Archiving Events” section in the
Operators Guide.
Back up the servers.
For details see the “Backing up EBI servers” section in
the Backup and Restore Guide.
If required, move the RSLinx activation code from the
existing EBI server to the master diskette.
page 222
Unload the existing EBI database.
page 206
Run the PrepareDataForUpgrade utility.
page 383
If a LonWorks point server is installed on the server, back page 403
up the existing LonWorks point server data.
If EXCEL 5000 Direct is installed on the server, back up page 408
the existing EXCEL 5000 Direct data.
Installation and migration tasks on the new server
Complete the tasks in the following order.
Task
Go to:
Install EBI.
page 367
If you have controllers that communicate with the EBI
server via RSLinx, install RSLinx.
page 173
Done?
Checkpoint
Before you proceed, check that the EBI software has been
installed correctly and thee are no errors. you must fix any
errors before proceeding.
Install and set up associated applications
If required, set up Microsoft Excel data reports.
page 176
If you have any third-party OPC clients, create an account page 181
for them.
If required, set up the EBI server as a file server.
page 184
Create a full backup using Acronis.
Additional tasks
If required, install the localization toolkit.
63
3 – UPGRADE CHECKLISTS
Task
Go to:
Configure any peripherals, such as modems and printers, page 187
that are connected to the server.
If your site implements Windows security policies, install
your local policies in the normal manner.
Complete the upgrade
If you have fire points configured, download the points
from Quick Builder to the server.
page 395
Reapply any changes to the system acronym set.
For details, see the “About acronyms” section in the
HMIWeb Display Building Guide.
Reapply any specialized scan periods.
For details, see the “Scanning and standard points”
section in the Configuration and Administration Guide.
Copy any relevant files, such as the history archives, from
the server folder on the existing EBI server.
Configure event archiving.
For details, see the “Configuring Event Archiving”
section in the Configuration and Administration Guide.
If a LonWorks point server was installed on your old
page 404
server, restore the backup up LonWorks point server data.
If you have any LonWorks points servers and have
customized the XML templates, reapply the
customizations.
page 406
If EXCEL 5000 Direct is installed on your old server,
restore the backed up EXCEL 5000 Direct data.
page 409
Return the access control controllers to in-service and
check that they communicate without error.
Tip: You should enable one controller at a time because
they will send buffered events to the server.
When the access control controller are returned to inservice, a download modified action occurs
automatically. You can cancel the download modified
action and perform a download all action when all access
control controllers are back in service. It is recommended
that you perform the download all action during off-peak
times as the procedure may take some time and so that
cardholders are not unnecessarily denied access.
Check that all printers and OPC connections are working.
If OPC connections are not working, see “Creating an
account for third-party OPC clients” on page 181.
64
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Done?
UPGRADE CHECKLIST: FROM EBI R400 SP1 ON NEW NON-REDUNDANT SERVER AND/OR OPERATING
Task
Go to:
Done?
Reapply any customizations to system displays.
For details, see the “Configuring Stations and printers”
section in the Configuration and Administration Guide.
Reapply any customizations to the menus.
For details, see the “Customizing toolbars, menus and
keyboard shortcuts” section in the Configuration and
Administration Guide
Reapply any customizations to Station’s toolbars
For details, see the “Customizing toolbars, menus and
keyboard shortcuts” section in the Configuration and
Administration Guide.
Reapply any customizations to Station’s configuration
file, station.ini.
For details, see the “Station.ini” section in the
Configuration and Administration Guide.
Reapply any customizations to Station’s setup file,
default.stn.
For details, see the “Station setup files” section in the
Configuration and Administration Guide.
Reset any watchdog timers.
For details, see the “Monitoring the activity of a task”
section in the Application Development Guide.
Migrate Station-level scripts.
page 387
Re-register the EBI servers.
page 171
If you have renamed your server computer, you may want
to change the server alias.
Tune the performance of the servers.
page 431
Stop
You have completed all tasks.
65
3 – UPGRADE CHECKLISTS
Upgrade checklist: From EBI R400 SP1 on new
redundant servers
This is the top-level checklist for upgrading from EBI R400 SP1 and moving to
new redundant servers and/or upgrading the Windows operating system. For
example, your existing servers run Windows 2000, but your new servers run
Windows 2008 Server.
Note that the primary server is called “server A” and the backup server is called
“server B”.
Attention Make a photocopy of this checklist so that it is easier to keep track of
where you are in the upgrade process.
Prerequisites
•
You have read the Known Issues Bulletin and Software Release Bulletin,
located on the EBI DVD.
•
The EBI R410 DVD.
•
The EBI R410 license.
•
The server meets the hardware and software requirements.
•
You have filled in the System Design form (page 19).
•
Disable any anti-virus programs while upgrading EBI.
•
You have a local administrator account.
•
If required, you have the Localization toolkit for your language. Localization
toolkits are available from your Honeywell Technical Assistance Center.
Preliminary tasks on the new servers
Complete the tasks in the following order on both server A and server B.
Task
Go to:
Prepare the new EBI servers
Create a plan for the upgrade. Use the Upgrading Best
page 341
Practices product bulletin (available from the HBS
Product Technical Support Global Website) and the
planning information in this guide to create a plan. If you
are also upgrading components from the auxiliary DVD,
for example, BNPS, FPS, IPPS, you should read the SRB
to understand when you need to incorporate upgrade tasks
into this checklist.
66
www.honeywell.com/buildingsolutions
Done?
UPGRADE CHECKLIST: FROM EBI R400 SP1 ON NEW REDUNDANT SERVERS
Task
Go to:
Done?
Check the EBI compatibility matrix and verify the server
complies with hardware and software requirements
Attention
If you do not have the required software
installed, for example, the required version of
Internet Explorer, the installation stops and you
are required to install the appropriate software
before proceeding with the EBI software
installation.
Set the monitor resolution.
page 137
Update the server’s hosts file.
page 139
If required, install Microsoft Excel.
page 142
If required, install a network interface card (network
adapter).
page 150
Protect against viruses.
page 146
Install specialized hardware on the servers
If required, install serial adapters.
page 153
If required, install a LonWorks network interface.
page 157
If required, install the card or other devices associated
with the Integrated PhotoID option.
page 247
Note: This is only applicable to small systems where you
want operators to use this server to capture portraits or
signatures.
If required, install software to manage terminal server(s). page 271
Checkpoint
Before you proceed, ensure the operating system, and any
software and hardware has been installed correctly.
You must fix any errors before proceeding.
Create a backup using Acronis.
Preliminary tasks on the existing servers
Complete the tasks in the following order.
Task
Go to:
If you have any LonWorks point servers, check that the
names of the LNS databases comply with the new rules.
page 402
Done?
Freeze all changes on the servers.
Disable SQL Server replication on both servers.
page 385
Back up the servers.
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3 – UPGRADE CHECKLISTS
Task
Go to:
Done?
Complete the following tasks only on “server A”
If required, move the RSLinx activation code from the
existing EBI server to the master diskette.
page 222
Upgrade new Server B
Complete the tasks in the following order to upgrade to the new server B.
Task
Go to:
Install EBI and migrate the data
On the existing B server unload the EBI database.
page 206
Run the PrepareDataForUpgrade utility.
page 383
Disconnect the existing server B from the network.
Upgrade EBI on the new computer.
page 367
If you have controllers that communicate with the EBI
server via RSLinx, install RSLinx.
page 173
Checkpoint
Before you proceed, check that the EBI software has been
installed correctly and there are no errors. You must fix
any errors before proceeding.
Install and set up associated applications
If required, set up Microsoft Excel data reports.
page 176
If you have any third-party OPC clients, create an account page 181
for them.
If required, set up the EBI server as a file server.
page 184
Create a backup.
Additional tasks
If required, install the localization toolkit.
Configure any peripherals, such as modems and printers, page 187
that are connected to the server.
If your site implements Windows security policies, install
your local policies in the normal manner.
Restart the computer.
Take the channels out of service.
Set the EBI server to database only.
Reconnect the computer to the network.
Upgrade critical Stations to R410.
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Done?
UPGRADE CHECKLIST: FROM EBI R400 SP1 ON NEW REDUNDANT SERVERS
Task
Go to:
Done?
On the A server take the channels out of service.
On the A server create an event archive of all current
events.
For details, see the “Archiving Events” section in the
Operators Guide.
Stop the A server.
Start EBI on the upgraded B server.
Check that the upgraded Stations connect to the upgraded
B server.
Enable the channels one at a time allowing time for
buffered events to be sent to the server.
Check that they communicate without error.
When the access control controller are returned to inservice, a download modified action occurs
automatically. You can cancel the download modified
action and perform a download all action when all access
control controllers are back in service. It is recommended
that you perform the download all action during off-peak
times as the procedure may take some time and so that
cardholders are not unnecessarily denied access.
Checkpoint
Ensure that the B server is operating without errors. You
must fix any errors before proceeding.
Create a backup.
Upgrade new Server A
Complete the tasks in the following order to upgrade to the new server A.
Task
Go to:
Done?
Back up the existing A server.
For details see the “Backing up EBI servers” section in
the Backup and Restore Guide.
Install EBI and migrate the data
Install EBI on the new computer.
page 160
If you have controllers that communicate with the EBI
server via RSLinx, install RSLinx.
page 173
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3 – UPGRADE CHECKLISTS
Task
Go to:
Done?
Checkpoint
Before you proceed, ensure that the EBI software has
been installed correctly and there are no errors. You must
fix any errors before proceeding.
Install and set up associated applications
If required, set up Microsoft Excel data reports.
page 176
If you have any third-party OPC clients, create an account page 181
for them.
If required, set up the EBI server as a file server.
page 184
Create a backup.
Additional tasks
If required, install the localization toolkit.
Configure any peripherals, such as modems and printers, page 187
that are connected to the server.
If your site implements Windows security policies, install
your local policies in the normal manner.
Reconnect the computer to the network.
Restart the computer.
Checkpoint
Ensure that the new A server is operating without errors.
You must fix any errors before proceeding.
Create a backup.
Final tasks
Complete the remaining tasks in the following order.
Task
Configure the servers
Configure server A and server B for redundancy.
For details, see the “Configuring and Monitoring a
Redundant Server System” section in the Configuration
and Administration Guide.
On server B, start Station and call up the Redundancy
Status Display (sys113). Wait until the Backup indicator
is green and then synchronize the servers.
Failover to server A.
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Go to:
Done?
UPGRADE CHECKLIST: FROM EBI R400 SP1 ON NEW REDUNDANT SERVERS
Task
Go to:
Done?
On server A, start Station and call up the Redundancy
Status Display (sys113). Wait until the Backup indicator
is green and then synchronize the servers.
Complete the upgrade
Re-register the EBI servers.
page 171
If you have fire points configured, download the points
from Quick Builder to the server.
page 395
Reapply any changes to the system acronym set.
For details, see the “About acronyms” section in the
HMIWeb Display Building Guide.
Reapply any specialized scan periods.
For details, see the “Scanning and standard points”
section in the Configuration and Administration Guide.
Copy any relevant files, such as the history archives, from
the server folder on the existing EBI R400 server.
Configure event archiving.
For details, see the “Configuring Event Archiving”
section in the Configuration and Administration Guide.
Check that all printers and OPC connections are working.
If OPC connections are not working, see “Creating an
account for third-party OPC clients” on page 181.
Reapply any customizations to system displays on both
servers.
For details, see the “Configuring Stations and printers”
section in the Configuration and Administration Guide.
Reapply any customizations to the menus on both servers.
For details, see the “Customizing toolbars, menus and
keyboard shortcuts” section in the Configuration and
Administration Guide
Reapply any customizations to Station’s toolbars on both
servers.
For details, see the “Customizing toolbars, menus and
keyboard shortcuts” section in the Configuration and
Administration Guide.
Reapply any customizations to Station’s configuration
file, station.ini on both servers.
For details, see the “Station.ini” section in the
Configuration and Administration Guide.
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3 – UPGRADE CHECKLISTS
Task
Go to:
Reapply any customizations to Station’s setup file,
default.stn on both servers.
For details, see the “Station setup files” section in the
Configuration and Administration Guide.
Reset any watchdog timers.
For details, see the “Monitoring the activity of a task”
section in the Application Development Guide.
Migrate Station-level scripts.
page 387
If you have any LonWorks points servers and have
customized the XML templates, reapply the
customizations.
page 406
Tune the performance of the servers.
page 431
Stop
You have completed all tasks.
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Done?
UPGRADE CHECKLIST: FROM EBI R400 SP1 ON AN EXISTING DSA SYSTEM
Upgrade checklist: From EBI R400 SP1 on an existing
DSA system
This is the top-level checklist for upgrading from EBI R400 SP1 on an existing
DSA system.
Note the following:
•
You must have a CMS and Global Schedules freeze during this time. You
must not modify any cards, cardholders or CMS configurations. Make certain
that the upgrade is finalized before using the CMS as it will not function until
the upgrade is complete.
•
You must upgrade all servers at the same time if using CMS or Global
Schedules DSA synchronization. If you are just using point DSA, you can
upgrade them one at a time as point DSA is supported between R400 and
R410.
•
DSA server synchronization will be broken to all servers during the upgrade.
Run the command stoprepl all uninstall to disable all DSA replication on all
servers before upgrading them.
Prerequisites
•
Make a photocopy of this checklist so that it is easier to keep track of where
you are in the installation process.
•
The EBI R410 DVD.
•
The EBI R410 license.
•
The server meets the hardware and software requirements.
•
If required, you have the Localization toolkit for your language. Localization
toolkits are available from your Honeywell Technical Assistance Center.
•
Disable any anti-virus programs while upgrading EBI.
•
To minimize downtime, you could install new hard disks in the servers. You
would then still have the old hard disks with R400 installed if needed.
Task
Done?
Create a plan for the upgrade. Use the Upgrading Best Practices product page 341
bulletin (available from the HBS Product Technical Support Global
Website) and the planning information in this guide to create a plan. If
you are also upgrading components from the auxiliary DVD, for example,
BNPS, FPS, IPPS, you should read the SRB to understand when you need
to incorporate upgrade tasks into this checklist.
Determine that DSA system is functioning correctly using EBI R400.
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3 – UPGRADE CHECKLISTS
Task
Done?
Check the EBI compatibility matrix and verify the server(s) and client
computer(s) being upgraded comply with hardware and software
requirements.
Attention
If you do not have the required software installed, for example,
the required version of Internet Explorer, the installation stops
and you are required to install the appropriate software before
proceeding with the EBI software installation.
Determine the order of the upgrade.
The upgrade should be done site by site, for example, the publisher is one
site and each subscriber is another site. Upgrade the publishing site first,
followed by each subscribing site.
Upgrade the servers so you have at least an upgraded server and an
upgraded station. Upgrade the most critical servers first, for example, the
alarm monitoring server.
Upgrade the clients according to their priority.
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UPGRADE CHECKLIST: FROM EBI R310 SP3 OR LATER ON EXISTING NON-REDUNDANT SERVER
Upgrade checklist: From EBI R310 SP3 or later on
existing non-redundant server
This is the top-level checklist for upgrading from EBI R310 on an existing nonredundant server.
Attention Make a photocopy of this checklist so that it is easier to keep track of
where you are in the installation process.
Prerequisites
•
You have planned for the upgrade and performed the relevant pre-upgrade
tasks. See “Planning for an upgrade to EBI on an existing server” on
page 342.
•
You have read the Known Issues Bulletin and Software Release Bulletin,
located on the EBI DVD.
•
The EBI R410 DVD.
•
The EBI R410 license.
•
Relevant upgrades/service packs (if not on the EBI R410 DVD).
•
The server meets the hardware and software requirements.
•
Disable any anti-virus programs while upgrading EBI.
•
You have a local administrator account on the EBI server computer.
•
If required, you have the Localization toolkit for your language. Localization
toolkits are available from your Honeywell Technical Assistance Center.
Upgrade Tasks
Complete the tasks in the following order.
Task
Go to:
Done?
Preliminary tasks
Create a plan for the upgrade. Use the Upgrading Best
page 341
Practices product bulletin (available from the HBS
Product Technical Support Global Website) and the
planning information in this guide to create a plan. If you
are also upgrading components from the auxiliary DVD,
for example, BNPS, FPS, IPPS, you should read the SRB
for your component to understand when you need to
incorporate upgrade tasks into this checklist.
Check the EBI compatibility matrix and verify the server
complies with hardware and software requirements.
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3 – UPGRADE CHECKLISTS
Task
Go to:
If your R310 system contains points with illegal point
names, rename the points before you upgrade.
page 391
Check that area names are not the same as any channel,
controller, or point names. If there are any duplicate
names, you must rename the areas.
page 389
If you have any LonWorks point servers, check that the
names of the LNS databases comply with the new rules.
page 402
Done?
Generate an event archive of all current events.
For details, see the “Archiving Events” section in the
Operators Guide.
If you use the Cardholder Management option and the
server is part of a DSA system, disable SQL Server
replication.
page 385
Back up the server.
For details, see the “Backing up EBI servers” section in
the Backup and Restore Guide.
Take the access control controllers out of service. This
ensures that events are buffered until the upgrade is
complete.
Terminate any Station connections to the EBI server.
• Stop any point servers.
• Close any EBI-related applications, such as the
EBI Control Panel and Quick Builder.
Unload the EBI database and then close the Start-Stop
EBI Server application.
page 206
If RSLinx is installed, uninstall it.
Upgrade the server hardware
Upgrade the hardware as specified when planning for the
upgrade.
Upgrade the server software
(Only required if, during planning, you identified the need to upgrade third party software
components on the server, for example, Internet Explorer.)
Set the EBI services to manual startup.
page 380
Upgrade any other applications as appropriate.
Upgrade EBI
Upgrade EBI components on the server.
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page 362
UPGRADE CHECKLIST: FROM EBI R310 SP3 OR LATER ON EXISTING NON-REDUNDANT SERVER
Task
Go to:
Done?
Checkpoint
Before you proceed, check that the EBI software has been
installed correctly and there are no errors. You must fix
any errors before proceeding.
Register the EBI server.
page 166
If you have controllers that communicate with the EBI
server via RSLinx, install RSLinx.
page 173
Additional tasks
If required, install the localization toolkit.
Complete the upgrade
Reapply any changes to the system acronym set.
For details, see the “About acronyms” section in the
HMIWeb Display Building Guide.
Reapply any specialized scan periods.
For details, see the “Scanning and standard points”
section in the Configuration and Administration Guide.
If you have the Cardholder Management System (CMS)
complete the following tasks:
• Understand the changes to user fields
page 396
• Modify field labels
page 397
• Make user fields visible
page 398
• Create new card layouts to replace DSP card layouts
page 399
• Migrate existing HTM card layouts
page 400
If you use operator profiles, re-create the operator
profiles.
For details see “Defining a cardholder management
profile” topic in the Access Control Configuration Guide
specific to your controller.
Configure event archiving.
For details, see the “Configuring Event Archiving”
section in the Configuration and Administration Guide.
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3 – UPGRADE CHECKLISTS
Task
Go to:
Return the access control controllers to in-service and
check that they communicate without error.
Tip: You should enable one controller at a time because
they will send buffered events to the server.
When the access control controller are returned to inservice, a download modified action occurs
automatically. You can cancel the download modified
action and perform a download all action when all access
control controllers are back in service. It is recommended
that you perform the download all action during off-peak
times as the procedure may take some time and so that
cardholders are not unnecessarily denied access.
If you have the pre-Outlook style Global Schedules,
migrate the schedules.
page 410
Check that all printers and OPC connections are working.
If OPC connections are not working, see “Creating an
account for third-party OPC clients” on page 181.
Reapply any customizations to system displays.
For details, see the “Configuring Stations and printers”
section in the Configuration and Administration Guide.
Reapply any customizations to the menus.
For details, see the “Customizing toolbars, menus and
keyboard shortcuts” section in the Configuration and
Administration Guide
Reapply any customizations to Station’s toolbars
For details, see the “Customizing toolbars, menus and
keyboard shortcuts” section in the Configuration and
Administration Guide.
Reapply any customizations to Station’s configuration
file, station.ini.
For details, see the “Station.ini” section in the
Configuration and Administration Guide.
Reapply any customizations to Station’s setup file,
default.stn.
For details, see the “Station setup files” section in the
Configuration and Administration Guide.
Reset any watchdog timers.
For details, see the “Monitoring the activity of a task”
section in the Application Development Guide.
Migrate Station-level scripts.
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page 387
Done?
UPGRADE CHECKLIST: FROM EBI R310 SP3 OR LATER ON EXISTING NON-REDUNDANT SERVER
Task
Go to:
If you have any LonWorks points servers and have
customized the XML templates, reapply the
customizations.
page 406
Upload new location information to the Quick Builder
Projects database.
page 389
If you have fire points configured, download the points
from Quick Builder to the server.
page 395
Done?
If you have LonWorks point servers, download the
LonWorks networks, channels, and controllers from
Quick Builder so that these items appear in the System
Status display.
If you use EXCEL 5000 Direct Dialup, download the
EXCEL 5000 remote bus and controllers from Quick
Builder so that these items appear in the System Status
display.
Stop
You have completed all tasks.
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3 – UPGRADE CHECKLISTS
Upgrade checklist: From EBI R310 SP3 or later on
existing redundant servers
This is the top-level checklist for upgrading from EBI R310 on existing redundant
servers.
Attention Make a photocopy of this checklist so that it is easier to keep track of
where you are in the installation process.
Prerequisites
•
You have read the Known Issues Bulletin and Software Release Bulletin,
located on the EBI DVD.
•
The EBI R410 DVD.
•
The EBI R410 license.
•
The server meets the hardware and software requirements.
•
Disable any anti-virus programs while upgrading EBI.
•
You have a local administrator account.
•
If required, you have the Localization toolkit for your language. Localization
toolkits are available from your Honeywell Technical Assistance Center.
Preliminary Tasks
Complete the tasks in the following order.
Attention The primary server is called “server A” and the backup server is called
“server B”.
Task
Go to:
Create a plan for the upgrade. Use the Upgrading Best
page 341
Practices product bulletin (available from the HBS
Product Technical Support Global Website) and the
planning information in this guide to create a plan. If you
are also upgrading components from the auxiliary DVD,
for example, BNPS, FPS, IPPS, you should read the SRB
for your component to understand when you need to
incorporate upgrade tasks into this checklist.
80
www.honeywell.com/buildingsolutions
Done?
UPGRADE CHECKLIST: FROM EBI R310 SP3 OR LATER ON EXISTING REDUNDANT SERVERS
Task
Go to:
Done?
Check the EBI compatibility matrix and verify both
servers comply with hardware and software requirements.
Attention
If you do not have the required software
installed, for example, the required version of
Internet Explorer, the installation stops and you
are required to install the appropriate software
before proceeding with the EBI software
installation.
If your R310 system contains points with illegal point
names, rename the points before you upgrade.
page 391
Check that area names are not the same as any channel,
controller, or point names. If there are any duplicate
names, you must rename the areas.
page 389
If you have any LonWorks point servers, check that the
names of the LNS databases comply with the new rules.
page 402
Freeze all changes on the server.
On server A, start Station and call up the Redundancy
Status display (sys113) and synchronize server A and
server B.
Disable SQL Server replication on both servers.
page 385
Upgrade Server B
Complete the tasks in the following order to upgrade server B.
Task
Go to:
Done?
Preliminary tasks
Back up the server.
For details, see the “Backing up EBI servers” section in
the Backup and Restore Guide.
If RSLinx is installed, uninstall it.
Terminate any Station connections to the EBI server.
• Stop any point servers.
• Close any EBI-related applications, such as the
EBI Control Panel and Quick Builder.
Upgrade the server hardware
Upgrade the hardware as specified when planning for the
upgrade.
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3 – UPGRADE CHECKLISTS
Task
Go to:
Done?
Upgrade the server software
(Only required if, during planning, you identified the need to upgrade third party software
components on the server, for example, Internet Explorer.)
Set the EBI services to manual startup.
page 380
Upgrade any other applications as appropriate.
Upgrade EBI
Upgrade EBI.
page 362
Checkpoint
Before you proceed, check that the EBI software has been
installed correctly and there are no errors. You must fix
any errors before proceeding.
Create a backup.
Additional tasks
If you have controllers that communicate with the EBI
server via RSLinx, install RSLinx.
page 173
If required, install the localization toolkit.
Set EBI services to automatic startup.
Restart the computer.
Take the channels out of service.
Set the EBI server to database only.
Reconnect the computer to the network.
Upgrade critical Stations to R410.
On the A server take the channels out of service.
On the A server create an event archive.
Stop the A server.
Start EBI on the upgraded B server.
Check that the upgraded Stations connect to the upgraded
B server.
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page 382
UPGRADE CHECKLIST: FROM EBI R310 SP3 OR LATER ON EXISTING REDUNDANT SERVERS
Task
Go to:
Done?
Enable the channels one at a time allowing time for
buffered events to be sent to the server.
Check that they communicate without error.
When the access control controller are returned to inservice, a download modified action occurs
automatically. You can cancel the download modified
action and perform a download all action when all access
control controllers are back in service. It is recommended
that you perform the download all action during off-peak
times as the procedure may take some time and so that
cardholders are not unnecessarily denied access.
Checkpoint
Ensure that the B server is operating without errors. You
must fix any errors before proceeding.
Create a backup.
Upgrade Server A
Complete the tasks in the following order to upgrade server A.
Task
Go to:
Done?
Preliminary tasks
Back up the server.
For details, see the “Backing up EBI servers” section in
the Backup and Restore Guide.
If RSLinx is installed, uninstall it.
• Stop any point servers.
• Close any EBI-related applications, such as the
EBI Control Panel and Quick Builder.
Upgrade the server hardware
Upgrade the hardware as specified when planning for the
upgrade.
Upgrade the server software
(Only required if, during planning, you identified the need to upgrade software
components, for example, Internet Explorer.)
Set the EBI services to manual startup.
page 380
Upgrade any other applications as appropriate.
Upgrade EBI
Upgrade EBI.
page 362
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3 – UPGRADE CHECKLISTS
Task
Go to:
Done?
Checkpoint
Before you proceed, check that the EBI software has been
installed correctly and there are no errors. You must fix
any errors before proceeding.
Create a backup.
Set EBI services to automatic startup.
page 382
Additional tasks
If you have controllers that communicate with the EBI
server via RSLinx, install RSLinx.
page 173
If required, install the localization toolkit.
Final tasks
Complete the remaining tasks in the following order.
Task
Go to:
Configure the servers
Start the A server as the backup server.
Synchronize the A server with the B server.
Failover to the A server.
Synchronize the servers.
Register the EBI servers.
page 166
Complete the upgrade
Reapply any changes to the system acronym set.
For details, see the “About acronyms” section in the
HMIWeb Display Building Guide.
Reapply any specialized scan periods.
For details, see the “Scanning and standard points”
section in the Configuration and Administration Guide.
If you have the Cardholder Management System (CMS)
complete the following tasks:
84
• Understand the changes to user fields
page 396
• Modify field labels
page 397
• Make user fields visible
page 398
• Create new card layouts to replace DSP card layouts
page 399
• Migrate existing HTM card layouts
page 400
www.honeywell.com/buildingsolutions
Done?
UPGRADE CHECKLIST: FROM EBI R310 SP3 OR LATER ON EXISTING REDUNDANT SERVERS
Task
Go to:
Done?
If you use operator profiles, re-create the operator
profiles.
For details see “Defining a cardholder management
profile” topic in the Access Control Configuration Guide
specific to your controller.
Configure event archiving.
For details, see the “Configuring Event Archiving”
section in the Configuration and Administration Guide.
Check that all printers and OPC connections are working.
If OPC connections are not working, see “Creating an
account for third-party OPC clients” on page 181.
Reapply any customizations to system displays.
For details, see the “Configuring Stations and printers”
section in the Configuration and Administration Guide.
Reapply any customizations to the menus.
For details, see the “Customizing toolbars, menus and
keyboard shortcuts” section in the Configuration and
Administration Guide
Reapply any customizations to Station’s toolbars
For details, see the “Customizing toolbars, menus and
keyboard shortcuts” section in the Configuration and
Administration Guide.
Reapply any customizations to Station’s configuration
file, station.ini.
For details, see the “Station.ini” section in the
Configuration and Administration Guide.
Reapply any customizations to Station’s setup file,
default.stn.
For details, see the “Station setup files” section in the
Configuration and Administration Guide.
Reset any watchdog timers.
For details, see the “Monitoring the activity of a task”
section in the Application Development Guide.
Migrate Station-level scripts.
page 387
If you have any LonWorks points servers and have
customized the XML templates, reapply the
customizations.
page 406
Upload new location information to the Quick Builder
Projects database.
page 389
85
3 – UPGRADE CHECKLISTS
Task
Go to:
If you have fire points configured, download the points
from Quick Builder to the server.
page 395
If you have the pre-Outlook style Global Schedules,
migrate the schedules.
page 410
If you have LonWorks point servers, download the
LonWorks networks, channels, and controllers from
Quick Builder so that these items appear in the System
Status display.
If you use EXCEL 5000 Direct Dialup, download the
EXCEL 5000 remote bus and controllers from Quick
Builder so that these items appear in the System Status
display.
Stop
You have completed all tasks.
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Done?
UPGRADE CHECKLIST: FROM EBI R310 SP3 OR LATER ON NEW NON-REDUNDANT SERVER
Upgrade checklist: From EBI R310 SP3 or later on new
non-redundant server
This is the top-level checklist for upgrading from EBI R310 and moving to a new
non-redundant server and/or upgrading the Windows operating system. For
example, your existing server runs Windows 2000, but your new server runs
Windows 2008 Server.
If you are keeping your existing computer (that is, only upgrading the Windows
operating system), you should consider adding a new hard drive and using it as
the primary disk (on which you install Windows and EBI), and keep the existing
hard drive as a backup of the existing EBI server.
Attention Make a photocopy of this checklist so that it is easier to keep track of
where you are in the upgrade process.
Prerequisites
•
You have read the Known Issues Bulletin and Software Release Bulletin,
located on the EBI DVD.
•
The EBI R410 DVD.
•
The EBI R410 license.
•
The server meets the hardware and software requirements.
•
You have filled in the System Design form (page 19).
•
Disable any anti-virus programs while upgrading EBI.
•
You have a local administrator account on the EBI server computer.
•
If required, you have the Localization toolkit for your language. Localization
toolkits are available from your Honeywell Technical Assistance Center.
Preliminary tasks on the new server
Complete the tasks in the following order.
Task
Go to:
Done?
Create a plan for the upgrade. Use the Upgrading Best
page 341
Practices product bulletin (available from the HBS
Product Technical Support Global Website) and the
planning information in this guide to create a plan. If you
are also upgrading components from the auxiliary DVD,
for example, BNPS, FPS, IPPS, you should read the SRB
for your component to understand when you need to
incorporate upgrade tasks into this checklist.
87
3 – UPGRADE CHECKLISTS
Task
Go to:
Done?
Check the EBI compatibility matrix and verify the new
server complies with hardware and software requirements
Attention
If you do not have the required software
installed, for example, the required version of
Internet Explorer, the installation stops and you
are required to install the appropriate software
before proceeding with the EBI software
installation.
Configure the display.
page 137
Ensure Internet Explorer 7
Update the server’s hosts file.
page 139
If required, install Microsoft Excel.
page 142
If required, install a network interface card (network
adapter).
page 150
Protect against viruses.
page 146
Install specialized hardware
If required, install serial adapters.
page 153
If required, install a LonWorks network interface card.
page 157
If required, install the card or other devices associated
with the Integrated PhotoID option.
page 247
Note: Only install PhotoID hardware on the server if the
server used to capture portraits/signatures. (Unless this is
a very small system, we recommend that you install
PhotoID hardware on a client computer.)
If required, install software to manage terminal server(s). page 271
Preliminary tasks on the old (existing) server
Complete the tasks in the following order.
Task
Go to:
If your R310 system contains points with illegal point
names, rename the points before you upgrade.
page 391
Check that area names are not the same as any channel,
controller, or point names. If there are any duplicate
names, you must rename the areas.
page 389
If you have any LonWorks point servers, check that the
names of the LNS databases comply with the new rules.
page 402
Freeze all changes on the server
88
www.honeywell.com/buildingsolutions
Done?
UPGRADE CHECKLIST: FROM EBI R310 SP3 OR LATER ON NEW NON-REDUNDANT SERVER
Task
Go to:
Done?
Generate an event archive of all current events.
For details, see the “Archiving Events” section in the
Operators Guide.
Backup the server.
For details, see the “Backing up EBI servers” section in
the Backup and Restore Guide.
Take the access control controllers out of service. This
ensures that events are buffered until the upgrade is
complete.
If required, move the RSLinx activation code from the
existing EBI server to the master diskette.
page 222
Unload the existing EBI database.
page 206
Run the PrepareDataForUpgrade utility.
page 383
If a LonWorks point server is installed on the server, back page 403
up the existing LonWorks point server data.
If EXCEL 5000 Direct is installed on the server, back up page 408
the existing EXCEL 5000 Direct data.
Installation and migration tasks on the new server
Complete the tasks in the following order.
Task
Go to:
Install EBI.
page 367
If you have controllers that communicate with the EBI
server via RSLinx, install RSLinx.
page 173
Done?
Checkpoint
Before you proceed, ensure that the EBI software has
been installed correctly and there are no errors. You must
fix any errors before proceeding.
Install and set up associated applications
If required, set up Microsoft Excel data reports.
page 176
If you have any third-party OPC clients, create an account page 181
for them.
If required, set up the EBI server as a file server.
page 184
Create a full backup using Acronis.
Additional tasks
If required, install the localization toolkit.
89
3 – UPGRADE CHECKLISTS
Task
Go to:
Configure any peripherals, such as modems and printers, page 187
that are connected to the server.
If your site implements Windows security policies, install
your local policies in the normal manner.
Complete the upgrade
Reapply any changes to the system acronym set.
For details, see the “About acronyms” section in the
HMIWeb Display Building Guide.
Reapply any specialized scan periods.
For details, see the “Scanning and standard points”
section in the Configuration and Administration Guide.
Copy any relevant files, such as the history archives, from
the server folder on the existing EBI server.
If you have the Cardholder Management System (CMS)
complete the following tasks.
• Understand the changes to user fields
page 396
• Modify field labels
page 397
• Make user fields visible
page 398
• Create new card layouts to replace DSP card layouts
page 399
• Migrate existing HTM card layouts
page 400
If you use operator profiles, re-create the operator
profiles.
For details see “Defining a cardholder management
profile” topic in the Access Control Configuration Guide
specific to your controller.
Configure event archiving.
For details, see the “Configuring Event Archiving”
section in the Configuration and Administration Guide.
If a LonWorks point server was installed on your old
page 404
server, restore the backup up LonWorks point server data.
90
If you have any LonWorks points servers and have
customized the XML templates, reapply the
customizations.
page 406
If EXCEL 5000 Direct is installed on your old server,
restore the backed up EXCEL 5000 Direct data.
page 409
www.honeywell.com/buildingsolutions
Done?
UPGRADE CHECKLIST: FROM EBI R310 SP3 OR LATER ON NEW NON-REDUNDANT SERVER
Task
Go to:
Done?
Return the access control controllers to in-service and
check that they communicate without error.
Tip: You should enable one controller at a time because
they will send buffered events to the server.
When the access control controller are returned to inservice, a download modified action occurs
automatically. You can cancel the download modified
action and perform a download all action when all access
control controllers are back in service. It is recommended
that you perform the download all action during off-peak
times as the procedure may take some time and so that
cardholders are not unnecessarily denied access.
Check that all printers and OPC connections are working.
If OPC connections are not working, see “Creating an
account for third-party OPC clients” on page 181.
Reapply any customizations to system displays.
For details, see the “Configuring Stations and printers”
section in the Configuration and Administration Guide.
Reapply any customizations to the menus.
For details, see the “Customizing toolbars, menus and
keyboard shortcuts” section in the Configuration and
Administration Guide
Reapply any customizations to Station’s toolbars
For details, see the “Customizing toolbars, menus and
keyboard shortcuts” section in the Configuration and
Administration Guide.
Reapply any customizations to Station’s configuration
file, station.ini.
For details, see the “Station.ini” section in the
Configuration and Administration Guide.
Reapply any customizations to Station’s setup file,
default.stn.
For details, see the “Station setup files” section in the
Configuration and Administration Guide.
Reset any watchdog timers.
For details, see the “Monitoring the activity of a task”
section in the Application Development Guide.
Migrate Station-level scripts.
page 387
Re-register the EBI servers.
page 171
Upload new location information to the Quick Builder
Projects database.
page 389
91
3 – UPGRADE CHECKLISTS
Task
Go to:
If you have fire points configured, download the points
from Quick Builder to the server.
page 395
If you have the pre-Outlook style Global Schedules,
migrate the schedules.
page 410
If you have LonWorks point servers, download the
LonWorks networks, channels, and controllers from
Quick Builder so that these items appear in the System
Status display.
If you use EXCEL 5000 Direct Dialup, download the
EXCEL 5000 remote bus and controllers from Quick
Builder so that these items appear in the System Status
display.
If you have renamed your server computer, you may want
to change the server alias.
Tune the performance of the servers.
Stop
You have completed all tasks.
92
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page 431
Done?
UPGRADE CHECKLIST: FROM EBI R310 SP3 OR LATER ON EXISTING NON-REDUNDANT SERVER WITH
Upgrade checklist: From EBI R310 SP3 or later on
existing non-redundant server with new operating
system
This is the top-level checklist for upgrading from EBI R310 and moving to a new
Windows operating system. For example, your existing server runs Windows
2000, but you need to change the operating system to Windows 2008 Server. (You
cannot upgrade the operating system, you must perform a clean installation of the
new operating system.)
Attention Make a photocopy of this checklist so that it is easier to keep track of
where you are in the upgrade process.
Prerequisites
•
You have read the Known Issues Bulletin and Software Release Bulletin,
located on the EBI DVD.
•
The EBI R410 DVD.
•
The EBI R410 license.
•
The server meets the hardware and software requirements.
•
You have filled in the System Design form (page 19).
•
Disable any anti-virus programs while upgrading EBI.
•
You have a local administrator account on the EBI server computer.
•
If required, you have the Localization toolkit for your language. Localization
toolkits are available from your Honeywell Technical Assistance Center.
Complete the tasks in the following order.
Task
Go to:
Done?
Preliminary tasks
Create a plan for the upgrade. Use the Upgrading Best
page 341
Practices product bulletin (available from the HBS
Product Technical Support Global Website) and the
planning information in this guide to create a plan. If you
are also upgrading components from the auxiliary DVD,
for example, BNPS, FPS, IPPS, you should read the SRB
for your component to understand when you need to
incorporate upgrade tasks into this checklist.
If your R310 system contains points with illegal point
names, rename the points before you upgrade.
page 391
93
3 – UPGRADE CHECKLISTS
Task
Go to:
Check that area names are not the same as any channel,
controller, or point names. If there are any duplicate
names, you must rename the areas.
page 389
If you have any LonWorks point servers, check that the
names of the LNS databases comply with the new rules.
page 402
Freeze all changes on the servers.
Generate an event archive of all current events.
For details, see the “Archiving Events” section in the
Operators Guide.
Create a backup of the server.
For details see “Backing up EBI servers” section in the
Backup and Restore Guide.
Take the access control controllers out of service. This
ensures that events are buffered until the upgrade is
complete.
If required, move the RSLinx activation code from the
existing EBI server to the master diskette.
page 222
Unload the existing EBI database.
page 206
If you have any LonWorks point servers, check that the
names of the LNS databases comply with the new rules.
page 402
Run the PrepareDataForUpgrade utility.
page 383
If a LonWorks point server is installed on the server, back page 403
up the existing LonWorks point server data.
If EXCEL 5000 Direct is installed on the server, back up page 408
the existing EXCEL 5000 Direct data.
Upgrade the server hardware and software
Install the new operating system, making sure you include
all of the service packs and hot fixes.
Checkpoint
Before you proceed, check that the operating system has
been installed correctly and there are no errors.
Configure the display.
page 137
Ensure Internet Explorer 7 is installed.
Update the server’s hosts file.
If required, install Microsoft Excel.
page 142
Protect against viruses.
page 146
Install specialized hardware
94
page 139
www.honeywell.com/buildingsolutions
Done?
UPGRADE CHECKLIST: FROM EBI R310 SP3 OR LATER ON EXISTING NON-REDUNDANT SERVER WITH
Task
Go to:
If required, install a network interface card (network
adapter).
page 150
If required, install serial adapters.
page 153
If required, install a LonWorks network interface card.
page 157
If required, install the card or other devices associated
with the Integrated PhotoID option.
page 247
Done?
Note: Only install PhotoID hardware on the server if the
server used to capture portraits/signatures. (Unless this is
a very small system, we recommend that you install
PhotoID hardware on a client computer.)
If required, install software to manage terminal server(s). page 271
Checkpoint
Before you proceed, check that the software and hardware
has been installed correctly and there are no errors. You
must fix any errors before proceeding.
EBI installation and migration tasks
Upgrade EBI.
page 367
If you have controllers that communicate with the EBI
server via RSLinx, install RSLinx.
page 173
Checkpoint
Before you proceed, check that the EBI software has been
installed correctly and there are no errors. You must fix
any errors before proceeding.
Install and set up associated applications
If required, set up Microsoft Excel data reports.
page 176
If you have any third-party OPC clients, create an account page 181
for them.
If required, set up the EBI server as a file server.
page 184
Create a backup using Acronis.
Additional tasks
If required, install the localization toolkit.
Configure any peripherals, such as modems and printers, page 187
that are connected to the server.
If your site implements Windows security policies, install
your local policies in the normal manner.
Complete the upgrade
95
3 – UPGRADE CHECKLISTS
Task
Go to:
Reapply any changes to the system acronym set.
For details, see the “About acronyms” section in the
HMIWeb Display Building Guide.
Reapply any specialized scan periods.
For details, see the “Scanning and standard points”
section in the Configuration and Administration Guide.
Copy any relevant files, such as the history archives, from
the server folder on the existing EBI server.
If you have the Cardholder Management System (CMS)
complete the following tasks.
• Understand the changes to user fields
page 396
• Modify field labels
page 397
• Make user fields visible
page 398
• Create new card layouts to replace DSP card layouts
page 399
• Migrate existing HTM card layouts
page 400
If you use operator profiles, re-create the operator
profiles.
For details see “Defining a cardholder management
profile” topic in the Access Control Configuration Guide
specific to your controller.
Configure event archiving.
For details, see the “Configuring Event Archiving”
section in the Configuration and Administration Guide.
If a LonWorks point server was installed on your old
page 404
server, restore the backup up LonWorks point server data.
96
If you have any LonWorks points servers and have
customized the XML templates, reapply the
customizations.
page 406
If EXCEL 5000 Direct is installed on your old server,
restore the backed up EXCEL 5000 Direct data.
page 409
www.honeywell.com/buildingsolutions
Done?
UPGRADE CHECKLIST: FROM EBI R310 SP3 OR LATER ON EXISTING NON-REDUNDANT SERVER WITH
Task
Go to:
Done?
Return the access control controllers to in-service and
check that they communicate without error.
Tip: You should enable one controller at a time because
they will send buffered events to the server.
When the access control controller are returned to inservice, a download modified action occurs
automatically. You can cancel the download modified
action and perform a download all action when all access
control controllers are back in service. It is recommended
that you perform the download all action during off-peak
times as the procedure may take some time and so that
cardholders are not unnecessarily denied access.
Check that all printers and OPC connections are working.
If OPC connections are not working, see “Creating an
account for third-party OPC clients” on page 181.
Reapply any customizations to system displays.
For details, see the “Configuring Stations and printers”
section in the Configuration and Administration Guide.
Reapply any customizations to the menus.
For details, see the “Customizing toolbars, menus and
keyboard shortcuts” section in the Configuration and
Administration Guide
Reapply any customizations to Station’s toolbars
For details, see the “Customizing toolbars, menus and
keyboard shortcuts” section in the Configuration and
Administration Guide.
Reapply any customizations to Station’s configuration
file, station.ini.
For details, see the “Station.ini” section in the
Configuration and Administration Guide.
Reapply any customizations to Station’s setup file,
default.stn.
For details, see the “Station setup files” section in the
Configuration and Administration Guide.
Reset any watchdog timers.
For details, see the “Monitoring the activity of a task”
section in the Application Development Guide.
Migrate Station-level scripts.
page 387
Re-register the EBI servers.
page 171
Upload new location information to the Quick Builder
Projects database.
page 389
97
3 – UPGRADE CHECKLISTS
Task
Go to:
If you have fire points configured, download the points
from Quick Builder to the server.
page 395
If you have the pre-Outlook style Global Schedules,
migrate the schedules.
page 410
If you have LonWorks point servers, download the
LonWorks networks, channels, and controllers from
Quick Builder so that these items appear in the System
Status display.
If you use EXCEL 5000 Direct Dialup, download the
EXCEL 5000 remote bus and controllers from Quick
Builder so that these items appear in the System Status
display.
If you have renamed your server computer, you may want
to change the server alias.
Tune the performance of the servers.
98
www.honeywell.com/buildingsolutions
page 431
Done?
UPGRADE CHECKLIST: FROM EBI R310 SP3 OR LATER ON NEW REDUNDANT SERVERS
Upgrade checklist: From EBI R310 SP3 or later on new
redundant servers
This is the top-level checklist for upgrading from EBI R310 and moving to new
redundant servers and/or upgrading the Windows operating system. For example,
your existing servers run Windows 2000, but your new servers run Windows
2008 Server.
Note that the primary server is called “server A” and the backup server is called
“server B”.
Attention Make a photocopy of this checklist so that it is easier to keep track of
where you are in the upgrade process.
Prerequisites
•
You have read the Known Issues Bulletin and Software Release Bulletin,
located on the EBI DVD.
•
The EBI R410 DVD.
•
The EBI R410 license.
•
The server meets the hardware and software requirements.
•
You have filled in the System Design form (page 19).
•
Disable any anti-virus programs while upgrading EBI.
•
If required, you have the Localization toolkit for your language. Localization
toolkits are available from your Honeywell Technical Assistance Center.
•
You have a local administrator account.
Preliminary tasks on the new servers
Complete the tasks in the following order on both server A and server B.
Task
Go to:
Done?
Prepare the new EBI servers
Create a plan for the upgrade. Use the Upgrading Best
page 341
Practices product bulletin (available from the HBS
Product Technical Support Global Website) and the
planning information in this guide to create a plan. If you
are also upgrading components from the auxiliary DVD,
for example, BNPS, FPS, IPPS, you should read the SRB
for your component to understand when you need to
incorporate upgrade tasks into this checklist.
99
3 – UPGRADE CHECKLISTS
Task
Go to:
Done?
Check the EBI compatibility matrix and verify the server
complies with hardware and software requirements
Attention
If you do not have the required software
installed, for example, the required version of
Internet Explorer, the installation stops and you
are required to install the appropriate software
before proceeding with the EBI software
installation.
Set the monitor resolution.
page 137
Update the server’s hosts file.
page 139
If required, install Microsoft Excel.
page 142
If required, install a network interface card (network
adapter).
page 150
Protect against viruses.
page 146
Install specialized hardware on the servers
If required, install serial adapters.
page 153
If required, install a LonWorks network interface.
page 157
If required, install the card or other devices associated
with the Integrated PhotoID option.
page 247
Note: This is only applicable to small systems where you
want operators to use this server to capture portraits or
signatures.
If required, install software to manage terminal server(s). page 271
Checkpoint
Before you proceed, ensure the operating system, and any
software and hardware has been installed correctly.
You must fix any errors before proceeding.
Create a backup using Acronis.
Preliminary tasks on the existing servers
Complete the tasks in the following order.
100
Task
Go to:
If your R310 system contains points with illegal point
names, rename the points before you upgrade.
page 391
Check that area names are not the same as any channel,
controller, or point names. If there are any duplicate
names, you must rename the areas.
page 389
www.honeywell.com/buildingsolutions
Done?
UPGRADE CHECKLIST: FROM EBI R310 SP3 OR LATER ON NEW REDUNDANT SERVERS
Task
Go to:
If you have any LonWorks point servers, check that the
names of the LNS databases comply with the new rules.
page 402
Done?
Freeze all changes on the servers.
Disable SQL Server replication on both servers.
page 385
Back up the servers.
For details see the “Backing up EBI servers” section in
the Backup and Restore Guide.
Complete the following tasks only on “server A”
If required, move the RSLinx activation code from the
existing EBI server to the master diskette.
page 222
Upgrade new Server B
Complete the tasks in the following order to upgrade server B.
Task
Go to:
Done?
Install EBI and migrate the data
On the existing B server, unload the EBI database.
page 206
Run the PrepareDataForUpgrade utility and copy the page 383
existing EBI server databases and the event archive to the
new B server.
Disconnect the existing server B from the network.
Upgrade EBI on the new computer.
page 367
If you have controllers that communicate with the EBI
server via RSLinx, install RSLinx.
page 173
Checkpoint
Before you proceed, check that the EBI software has been
installed correctly and there are no errors. You must fix
any errors before proceeding.
Install and set up associated applications
If required, set up Microsoft Excel data reports.
page 176
If you have any third-party OPC clients, create an account page 181
for them.
If required, set up the EBI server as a file server.
page 184
Create a backup.
Additional tasks
If required, install the localization toolkit.
101
3 – UPGRADE CHECKLISTS
Task
Go to:
Done?
Configure any peripherals, such as modems and printers, page 187
that are connected to the server.
If your site implements Windows security policies, install
your local policies in the normal manner.
Restart the computer.
Take the channels out of service.
Set the EBI server to database only.
Reconnect the computer to the network.
Upgrade critical Stations to R410.
On the A server take the channels out of service.
On the A server create an event archive.
Stop the A server.
Start EBI on the upgraded B server.
Check that the upgraded Stations connect to the upgraded
B server.
Enable the channels one at a time allowing time for
buffered events to be sent to the server.
Check that they communicate without error.
When the access control controller are returned to inservice, a download modified action occurs
automatically. You can cancel the download modified
action and perform a download all action when all access
control controllers are back in service. It is recommended
that you perform the download all action during off-peak
times as the procedure may take some time and so that
cardholders are not unnecessarily denied access.
Checkpoint
Ensure that the B server is operating without errors. You
must fix any errors before proceeding.
Create a backup.
Upgrade new Server A
Complete the tasks in the following to upgrade server A.
Task
Back up the existing A server.
For details see the “Backing up EBI servers” section in
the Backup and Restore Guide.
102
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Go to:
Done?
UPGRADE CHECKLIST: FROM EBI R310 SP3 OR LATER ON NEW REDUNDANT SERVERS
Task
Go to:
Done?
Install EBI and migrate the data
Install EBI on the new computer.
page 160
If you have controllers that communicate with the EBI
server via RSLinx, install RSLinx.
page 173
Checkpoint
Before you proceed, ensure that the EBI software has
been installed correctly and there are no errors. You must
fix any errors before proceeding.
Install and set up associated applications
If required, set up Microsoft Excel data reports.
page 176
If you have any third-party OPC clients, create an account page 181
for them.
If required, set up the EBI server as a file server.
page 184
Create a backup.
Additional tasks
If required, install the localization toolkit.
Configure any peripherals, such as modems and printers, page 187
that are connected to the server.
If your site implements Windows security policies, install
your local policies in the normal manner.
Reconnect the computer to the network.
Restart the computer.
Checkpoint
Ensure that the new A server is operating without errors.
You must fix any errors before proceeding.
Create a backup.
Final tasks
Complete the remaining tasks in the following order.
Task
Go to:
Done?
Configure the servers
Configure server A and server B for redundancy.
For details, see the “Configuring and Monitoring a
Redundant Server System” section in the Configuration
and Administration Guide.
103
3 – UPGRADE CHECKLISTS
Task
Go to:
On server B, start Station and call up the Redundancy
Status Display (sys113). Wait until the Backup indicator
is green and then synchronize the servers.
Failover to server A.
On server A, start Station and call up the Redundancy
Status Display (sys113). Wait until the Backup indicator
is green and then synchronize the servers.
Complete the upgrade
Re-register the EBI servers.
page 171
Reapply any changes to the system acronym set.
For details, see the “About acronyms” section in the
HMIWeb Display Building Guide.
Reapply any specialized scan periods.
For details, see the “Scanning and standard points”
section in the Configuration and Administration Guide.
Copy any relevant files, such as the history archives, from
the server folder on the existing EBI R310 server.
If you have the Cardholder Management System (CMS)
complete the following tasks:
• Understand the changes to user fields
page 396
• Modify field labels
page 397
• Make user fields visible
page 398
• Create new card layouts to replace DSP card layouts
page 399
• Migrate existing HTM card layouts
page 400
If you use operator profiles, re-create the operator
profiles.
For details see “Defining a cardholder management
profile” topic in the Access Control Configuration Guide
specific to your controller.
Configure event archiving.
For details, see the “Configuring Event Archiving”
section in the Configuration and Administration Guide.
Check that all printers and OPC connections are working.
If OPC connections are not working, see “Creating an
account for third-party OPC clients” on page 181.
Reapply any customizations to system displays on both
servers.
For details, see the “Configuring Stations and printers”
section in the Configuration and Administration Guide.
104
www.honeywell.com/buildingsolutions
Done?
UPGRADE CHECKLIST: FROM EBI R310 SP3 OR LATER ON NEW REDUNDANT SERVERS
Task
Go to:
Done?
Reapply any customizations to the menus on both servers.
For details, see the “Customizing toolbars, menus and
keyboard shortcuts” section in the Configuration and
Administration Guide
Reapply any customizations to Station’s toolbars on both
servers.
For details, see the “Customizing toolbars, menus and
keyboard shortcuts” section in the Configuration and
Administration Guide.
Reapply any customizations to Station’s configuration
file, station.ini on both servers.
For details, see the “Station.ini” section in the
Configuration and Administration Guide.
Reapply any customizations to Station’s setup file,
default.stn on both servers.
For details, see the “Station setup files” section in the
Configuration and Administration Guide.
Reset any watchdog timers.
For details, see the “Monitoring the activity of a task”
section in the Application Development Guide.
Migrate Station-level scripts.
page 387
If you have any LonWorks points servers and have
customized the XML templates, reapply the
customizations.
page 406
Upload new location information to the Quick Builder
Projects database.
page 389
If you have fire points configured, download the points
from Quick Builder to the server.
page 395
If you have the pre-Outlook style Global Schedules,
migrate the schedules.
page 410
If you have LonWorks point servers, download the
LonWorks networks, channels, and controllers from
Quick Builder so that these items appear in the System
Status display.
If you use EXCEL 5000 Direct Dialup, download the
EXCEL 5000 remote bus and controllers from Quick
Builder so that these items appear in the System Status
display.
Tune the performance of the servers.
page 431
105
3 – UPGRADE CHECKLISTS
Stop
You have completed all tasks.
106
www.honeywell.com/buildingsolutions
UPGRADE CHECKLIST: FROM EBI R310 SP3 OR LATER ON EXISTING REDUNDANT SERVERS WITH
Upgrade checklist: From EBI R310 SP3 or later on
existing redundant servers with new operating system
This is the top-level checklist for upgrading from EBI R310 and moving to a new
Windows operating system. For example, your existing servers run Windows
2000, but you need to change to Windows 2008 Server.
If you are keeping your existing computer (that is, only upgrading the Windows
operating system), you should consider adding a new hard drive and using it as
the primary disk (on which you install Windows and EBI), and keep the existing
hard drive as a backup of the existing EBI server.
Note that the primary server is called “server A” and the backup server is called
“server B”.
Attention Make a photocopy of this checklist so that it is easier to keep track of
where you are in the upgrade process.
Prerequisites
•
You have read the Known Issues Bulletin and Software Release Bulletin,
located on the EBI DVD.
•
The EBI R410 DVD.
•
The EBI R410 license.
•
The server meets the hardware and software requirements.
•
You have filled in the System Design form (page 19).
•
If required, you have the Localization toolkit for your language. Localization
toolkits are available from your Honeywell Technical Assistance Center.
Preliminary tasks on the existing servers
Complete the tasks in the following order.
Task
Go to:
Done?
Create a plan for the upgrade. Use the Upgrading Best
page 341
Practices product bulletin (available from the HBS
Product Technical Support Global Website) and the
planning information in this guide to create a plan. If you
are also upgrading components from the auxiliary DVD,
for example, BNPS, FPS, IPPS, you should read the SRB
for your component to understand when you need to
incorporate upgrade tasks into this checklist.
107
3 – UPGRADE CHECKLISTS
Task
Go to:
If your R310 system contains points with illegal point
names, rename the points before you upgrade.
page 391
Check that area names are not the same as any channel,
controller, or point names. If there are any duplicate
names, you must rename the areas.
page 389
If you have any LonWorks point servers, check that the
names of the LNS databases comply with the new rules.
page 402
Done?
Freeze all changes on the servers.
On server A, start Station and call up the Redundancy
Status display (sys113) and synchronize server A and
server B.
Generate an event archive of all current events.
For details, see the “Archiving Events” section in the
Operators Guide.
Disable SQL Server replication on both servers.
page 385
Back up the servers.
For details, see the “Backing up EBI servers” section in
the Backup and Restore Guide.
If required, move the RSLinx activation code from the
existing EBI server to the master diskette.
page 222
Upgrade Server B
Complete the tasks in the following order on server B only.
Task
Go to:
Unload the existing EBI database
page 206
Run the PrepareDataForUpgrade utility and store the page 383
server database on a network.
Upgrade the server hardware and software
Install the new operating system, making sure you include
all of the service packs and hot fixes. Ensure correct
versions of software are installed as listed in the
compatibility matrix (for example, Internet Explorer 7).
Checkpoint
Before you proceed, check that the operating system has
been installed correctly.
Reboot the server and ensure there are no errors.
You must fix any errors before proceeding.
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Done?
UPGRADE CHECKLIST: FROM EBI R310 SP3 OR LATER ON EXISTING REDUNDANT SERVERS WITH
Task
Go to:
Configure the display.
page 137
Update the server’s hosts file.
page 139
If required, install Microsoft Excel.
page 142
Protect against viruses.
page 146
Done?
Install specialized hardware
If required, install a network interface card (network
adapter).
page 150
If required, install serial adapters.
page 153
If required, install a LonWorks network interface card.
page 157
If required, install the card or other devices associated
with the Integrated PhotoID option.
page 247
Note: Only install PhotoID hardware on the server if the
server is used to capture portraits/signatures. (Unless this
is a very small system, we recommend that you install
PhotoID hardware on a client computer.)
Checkpoint
Before you proceed, check that the software and hardware
has been installed correctly and there are no errors. You
must fix any errors before proceeding.
Create a backup using Acronis.
Install EBI and migrate the data
Copy the existing EBI server databases (created using the
PrepareDataforUpgrade utility) from the storage location
you chose.
Upgrade EBI on the new operating system.
page 367
If you have controllers that communicate with the EBI
server via RSLinx, install RSLinx.
page 173
Checkpoint
Before you proceed, check that the EBI software has been
installed correctly and there are no errors. You must fix
any errors before proceeding.
Install and set up associated applications
If required, set up Microsoft Excel data reports.
page 176
If you have any third-party OPC clients, create an account page 181
for them.
If required, set up the EBI server as a file server.
page 184
Create a full backup using Acronis.
Additional tasks
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3 – UPGRADE CHECKLISTS
Task
Go to:
If required, install the localization toolkit.
Configure any peripherals, such as modems and printers, page 187
that are connected to the server.
If your site implements Windows security policies, install
your local policies in the normal manner.
Restart the computer.
Take the channels out of service.
Set the EBI server to database only.
Reconnect the computer to the network.
Upgrade critical Stations to R410.
On the A server take the channels out of service.
On the A server create an event archive.
Stop the A server.
Start EBI on the upgraded B server.
Check that the upgraded Stations connect to the upgraded
B server.
Enable the channels one at a time allowing time for
buffered events to be sent to the server.
Check that they communicate without error.
When the access control controller are returned to inservice, a download modified action occurs
automatically. You can cancel the download modified
action and perform a download all action when all access
control controllers are back in service. It is recommended
that you perform the download all action during off-peak
times as the procedure may take some time and so that
cardholders are not unnecessarily denied access.
Checkpoint
Ensure that the B server is operating without errors. You
must fix any errors before proceeding.
Create a backup.
Upgrade Server A
Complete the tasks in the following order on server A only.
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Done?
UPGRADE CHECKLIST: FROM EBI R310 SP3 OR LATER ON EXISTING REDUNDANT SERVERS WITH
Task
Go to:
Done?
Back up the server.
For details, see the “Backing up EBI servers” section in
the Backup and Restore Guide.
Upgrade the server hardware and software
Install the new operating system, making sure you include
all of the service packs and hot fixes. Ensure the correct
versions of software are installed as per the compatibility
matrix (for example, Internet Explorer 7).
Checkpoint
Before you proceed, check that the operating system has
been installed correctly. Reboot the server and ensure
there are no errors.
You must fix any errors before proceeding.
Configure the display.
page 137
Ensure Internet Explorer 7 is installed.
Update the server’s hosts file.
page 139
If required, install Microsoft Excel.
page 142
Protect against viruses.
page 146
Install specialized hardware
If required, install a network interface card (network
adapter).
page 150
If required, install serial adapters.
page 153
If required, install a LonWorks network interface card.
page 157
If required, install the card or other devices associated
with the Integrated PhotoID option.
page 247
Note: Only install PhotoID hardware on the server if the
server used to capture portraits/signatures. (Unless this is
a very small system, we recommend that you install
PhotoID hardware on a client computer.)
Checkpoint
Before you proceed, check that the software and hardware
has been installed correctly and there are no errors. You
must fix any errors before proceeding.
Create a backup using Acronis.
Install EBI
Install EBI on the new operating system.
page 367
If you have controllers that communicate with the EBI
server via RSLinx, install RSLinx.
page 173
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3 – UPGRADE CHECKLISTS
Task
Go to:
Done?
Checkpoint
Before you proceed, check that the EBI software has been
installed correctly and there are no errors. You must fix
any errors before proceeding.
Install and set up associated applications
If required, set up Microsoft Excel data reports.
page 176
If you have any third-party OPC clients, create an account page 181
for them.
If required, set up the EBI server as a file server.
page 184
Create a full backup using Acronis.
Additional tasks
If required, install the localization toolkit.
Configure any peripherals, such as modems and printers, page 187
that are connected to the server.
If your site implements Windows security policies, install
your local policies in the normal manner.
Reconnect the computer to the network.
Restart the computer.
Checkpoint
Ensure that the A server is operating without errors. You
must fix any errors before proceeding.
Create a backup.
Final tasks
Complete the remaining tasks in the following order.
Task
Configure the servers
Configure server A and server B for redundancy.
For details, see the “Configuring and Monitoring a
Redundant Server System” section in the Configuration
and Administration Guide.
On server B, start Station and call up the Redundancy
Status Display (sys113). Wait until the Backup indicator
is green and then synchronize the servers.
Failover to server A.
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Go to:
Done?
UPGRADE CHECKLIST: FROM EBI R310 SP3 OR LATER ON EXISTING REDUNDANT SERVERS WITH
Task
Go to:
Done?
On server A, start Station and call up the Redundancy
Status Display (sys113). Wait until the Backup indicator
is green and then synchronize the servers.
Checkpoint
Ensure both servers are operating without errors. You
must fix any errors before proceeding.
Complete the upgrade
Re-register the EBI servers.
page 171
If you have fire points configured, download the points
from Quick Builder to the server.
page 395
Reapply any changes to the system acronym set.
For details, see the “About acronyms” section in the
HMIWeb Display Building Guide.
Reapply any specialized scan periods.
For details, see the “Scanning and standard points”
section in the Configuration and Administration Guide.
Copy any relevant files, such as the history archives, from
the server folder on the existing EBI R310 server.
If you have the Cardholder Management System (CMS)
complete the following tasks:
• Understand the changes to user fields
page 396
• Modify field labels
page 397
• Make user fields visible
page 398
• Create new card layouts to replace DSP card layouts
page 399
• Migrate existing HTM card layouts
page 400
Configure event archiving.
For details, see the “Configuring Event Archiving”
section in the Configuration and Administration Guide.
Check that all printers and OPC connections are working.
If OPC connections are not working, see “Creating an
account for third-party OPC clients” on page 181.
Reapply any customizations to system displays on both
servers.
For details, see the “Configuring Stations and printers”
section in the Configuration and Administration Guide.
Reapply any customizations to the menus on both servers.
For details, see the “Customizing toolbars, menus and
keyboard shortcuts” section in the Configuration and
Administration Guide
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3 – UPGRADE CHECKLISTS
Task
Go to:
Reapply any customizations to Station’s toolbars on both
servers.
For details, see the “Customizing toolbars, menus and
keyboard shortcuts” section in the Configuration and
Administration Guide.
Reapply any customizations to Station’s configuration
file, station.ini on both servers.
For details, see the “Station.ini” section in the
Configuration and Administration Guide.
Reapply any customizations to Station’s setup file,
default.stn on both servers.
For details, see the “Station setup files” section in the
Configuration and Administration Guide.
Reset any watchdog timers.
For details, see the “Monitoring the activity of a task”
section in the Application Development Guide.
Migrate Station-level scripts.
page 387
If you have any LonWorks points servers and have
customized the XML templates, reapply the
customizations.
page 406
Upload new location information to the Quick Builder
Projects database.
page 389
If you have the pre-Outlook style Global Schedules,
migrate the schedules.
page 410
Tune the performance of the servers.
page 431
Stop
You have completed all tasks.
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Done?
UPGRADE CHECKLIST: FROM EBI R310 SP3 OR LATER ON AN EXISTING DSA SYSTEM
Upgrade checklist: From EBI R310 SP3 or later on an
existing DSA system
This is the top-level checklist for upgrading from EBI R310 on an existing DSA
system.
Note the following:
•
You must have a CMS and Global Schedules freeze during this time. You
must not modify any cards, cardholders or CMS configurations. Make certain
that the upgrade is finalized before using the CMS as it will not function until
the upgrade is complete.
•
You must upgrade all servers at the same time if using CMS or Global
Schedules DSA synchronization. If you are just using point DSA, you can
upgrade them one at a time as point DSA is supported between R310 and
R400.
Prerequisites
•
Make a photocopy of this checklist so that it is easier to keep track of where
you are in the installation process.
•
The EBI R410 DVD.
•
The EBI R410 license.
•
The server meets the hardware and software requirements.
•
If required, you have the Localization toolkit for your language. Localization
toolkits are available from your Honeywell Technical Assistance Center.
•
Disable any anti-virus programs while upgrading EBI.
•
To minimize downtime, you could install new hard disks in the servers. You
would then still have the old hard disks with R310 installed if needed.
Task
Done?
Create a plan for the upgrade. Use the Upgrading Best Practices product page 341
bulletin (available from the HBS Product Technical Support Global
Website) and the planning information in this guide to create a plan. If
you are also upgrading components from the auxiliary DVD, for example,
BNPS, FPS, IPPS, you should read the SRB to understand when you need
to incorporate upgrade tasks into this checklist.
Determine that DSA system is functioning correctly using EBI R310.
If your R310 system contains points with illegal names, rename the points page 391
before you upgrade each server.
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3 – UPGRADE CHECKLISTS
Task
Done?
Check that area names are not the same as any channel, controller, or
page 389
point names. If there are any duplicate names, you must rename the areas.
Check the EBI compatibility matrix and verify the server(s) and client
computer(s) being upgraded comply with hardware and software
requirements.
Attention
If you do not have the required software installed, for example,
the required version of Internet Explorer, the installation stops
and you are required to install the appropriate software before
proceeding with the EBI software installation.
Determine the order of the upgrade.
The upgrade should be done site by site, for example, the publisher is one
site and each subscriber is another site. Upgrade the publishing site first,
followed by each subscribing site.
Upgrade the servers so you have at least an upgraded server and an
upgraded station. Upgrade the most critical servers first, for example, the
alarm monitoring server.
Upgrade the clients according to their priority.
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UPGRADE CHECKLIST: STATION AND DISPLAYS
Upgrade checklist: Station and displays
This is the top-level checklist for upgrading Station and the displays on a client
computer. (If appropriate, you can also install other EBI client applications such
as HMIWeb Display Builder and Quick Builder.)
Attention Make a photocopy of this checklist so that it is easier to keep track of
where you are in the upgrade process.
Prerequisites
•
The EBI R410 DVD.
•
The computer meets the hardware and software requirements.
•
Disable any anti-virus programs while upgrading EBI.
Upgrade Tasks
Complete the tasks in the following order.
Task
Go to:
Done?
Preparatory tasks
Create a plan for the upgrade. Use the Upgrading Best
Practices product bulletin (available from the HBS
Product Technical Support Global Website) and the
planning information in this guide to create a plan.
page 341
Check the EBI compatibility matrix and verify the
computer complies with hardware and software
requirements
Attention
If you do not have the required software
installed, for example, the required version of
Internet Explorer, the installation stops and you
are required to install the appropriate software
before proceeding with the EBI software
installation.
Back up custom displays if they are not stored C:\
Honeywell\client\abstract.
If you are also upgrading Quick Builder, back up the
projects. (Typically stored C:\Honeywell\client\
qckbld.)
If required, install/upgrade Microsoft Excel.
page 142
Upgrade Station and the displays
Upgrade Station and the displays (and, if required other
EBI client applications).
page 377
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3 – UPGRADE CHECKLISTS
Task
Go to:
If Station and other EBI client applications are installed
on the Windows Vista, Windows Server 2008, or
Windows 7 operating system, add the required user
accounts to the Honeywell Station Users group.
page 234
Migrate client application data
Restore the backed up custom displays to C:\
Program Files\Honeywell\client\abstract.
Reapply any customizations to system displays.
For details, see the “Configuring Stations and printers”
section in the Configuration and Administration Guide.
Reapply any customizations to the menus.
For details, see the “Customizing toolbars, menus and
keyboard shortcuts” section in the Configuration and
Administration Guide
Reapply any customizations to Station’s toolbars
For details, see the “Customizing toolbars, menus and
keyboard shortcuts” section in the Configuration and
Administration Guide.
Reapply any customizations to Station’s configuration
file, station.ini.
For details, see the “Station.ini” section in the
Configuration and Administration Guide.
Reapply any customizations to Station’s setup file,
default.stn.
For details, see the “Station setup files” section in the
Configuration and Administration Guide.
Reset any watchdog timers.
For details, see the “Monitoring the activity of a task”
section in the Application Development Guide.
Migrate HMIWeb displays and shapes.
page 386
Migrate Station-level scripts.
page 387
If you upgraded Quick Builder, migrate Quick Builder
projects.
page 388
Upload new location information to the Quick Builder
Projects database.
page 389
Stop
You have completed all tasks.
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Done?
UPGRADE CHECKLIST: EBI CLIENT APPLICATIONS OTHER THAN STATION
Upgrade checklist: EBI client applications other than
Station
This is the top-level checklist for upgrading EBI client applications (other than
Station) on a client computer.
Attention Make a photocopy of this checklist so that it is easier to keep track of
where you are in the upgrade process.
Prerequisites
•
The EBI R410 DVD.
•
The computer meets the hardware and software requirements.
•
Disable any anti-virus programs while upgrading EBI.
Upgrade Tasks
Complete the tasks in the following order.
Task
Go to:
Done?
Preparatory tasks
Create a plan for the upgrade. Use the Upgrading Best
Practices product bulletin (available from the HBS
Product Technical Support Global Website) and the
planning information in this guide to create a plan.
page 341
Check the EBI compatibility matrix and verify the
computer complies with hardware and software
requirements
If you are upgrading Quick Builder, back up the projects.
(Typically stored in C:\Honeywell\client\qckbld.)
Upgrade EBI client applications
Upgrade the EBI client applications.
page 377
Migrate client application data
If you upgraded Quick Builder, migrate Quick Builder
projects.
page 388
Upload new location information to the Quick Builder
Projects database.
page 389
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3 – UPGRADE CHECKLISTS
Stop
You have completed all tasks.
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UPGRADE CHECKLIST: REMOTE POINT SERVER ON EXISTING COMPUTER
Upgrade checklist: Remote point server on existing
computer
This is the top-level checklist for upgrading a remote point server on an existing
computer.
Attention If you are upgrading point servers that are installed from the auxiliary
DVD, for example, BNPS, FPS, IPPS, see the SRB for your point server for
instructions on how to upgrade the point server.The SRBs are available on
the auxiliary DVD.
Attention Make a photocopy of this checklist so that it is easier to keep track of
where you are in the upgrade process.
Prerequisites
•
You have upgraded EBI.
•
You have filled in the System Design form (page 19).
•
The computer meets the hardware and software requirements.
•
The EBI DVD.
•
The EBI license.
•
Disable any anti-virus programs.
Upgrade Tasks
Complete the tasks in the following order.
Task
Go to:
Create a plan for the upgrade. Use the Upgrading Best
Practices product bulletin (available from the HBS
Product Technical Support Global Website) and the
planning information in this guide to create a plan.
page 341
Done?
Check the EBI compatibility matrix and verify the
computer complies with hardware and software
requirements.
If you are upgrading a LonWorks point server, check that page 402
the name of the LNS database complies with the new
rules.
Upgrade the point server components on the remote
computer.
page 375
If you have a LonWorks point server and have customized page 406
the XML templates, reapply the customizations.
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3 – UPGRADE CHECKLISTS
Stop
You have completed all tasks.
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UPGRADE CHECKLIST: REMOTE POINT SERVER ON NEW COMPUTER AND/OR OPERATING SYSTEM
Upgrade checklist: Remote point server on new
computer and/or operating system
This is the top-level checklist for upgrading a remote point server, as well as
moving it to a new computer and/or Windows operating system. For example,
your existing point server runs on Windows NT, but you want your upgraded
point server to run on Windows 7.
Attention If you are upgrading point servers that are installed from the auxiliary
DVD, for example, BNPS, FPS, IPPS, see the SRB for your point server for
instructions on how to upgrade the point server.The SRBs are available on
the auxiliary DVD.
Attention Make a photocopy of this checklist so that it is easier to keep track of
where you are in the upgrade process.
Prerequisites
•
You have upgraded EBI.
•
The server meets the hardware and software requirements
•
If you are installing a LonWorks point server, a qualified LonWorks Network
Interface. (See the LonWorks Interface Reference.)
•
You have read the Known Issues Bulletin and Software Release Bulletin,
located on the EBI DVD.
•
You have filled in the System Design form (page 19).
•
The EBI DVD.
•
The EBI license.
•
The Windows CDs and Certificate of Authenticity if you are moving to a new
operating system on the exiting computer.
•
Disable any anti-virus programs.
Upgrade Tasks
Complete the tasks in the following order.
Task
Go to:
Create a plan for the upgrade. Use the Upgrading Best
Practices product bulletin (available from the HBS
Product Technical Support Global Website) and the
planning information in this guide to create a plan.
page 341
Done?
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3 – UPGRADE CHECKLISTS
Task
Go to:
Check the EBI compatibility matrix and verify the server
complies with hardware and software requirements
If you are moving the point server to a new computer,
update the hosts file on the new computer.
page 139
Stop the point server on your existing computer.
Run the PrepareDataForUpgrade utility on your
existing computer.
page 383
If you are upgrading a LonWorks point server, back up
the LonWorks point server data from the existing
computer.
page 403
If you are upgrading EXCEL 5000 Direct, back up the
EXCEL 5000 Direct data from the existing computer.
page 408
If you are moving to a new Windows operating system on
your existing computer, install it.
Upgrade the point server components on the new/
upgraded computer.
page 373
If you are upgrading a LonWorks point server, restore the page 404
backed up LonWorks point server data.
If you have a LonWorks points server and have
customized the XML templates, reapply the
customizations.
page 406
If you are upgrading an EXCEL 5000 Direct and have CBusses, install and configure them.
If you are upgrading an EXCEL 5000 Direct Dial-up,
install and configure the modems.
If you are upgrading an EXCEL 5000 Direct point server, page 409
restore the backed up EXCEL 5000 Direct data.
Stop
You have completed all tasks.
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Done?
Preparing the server
4
This section describes how to prepare a server, which you must do before you can
install EBI.
Attention Only complete a task in this section if you are instructed to do so by the
appropriate checklist.
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4 – PREPARING THE SERVER
Defining the basic server properties
This section describes how to define the server’s basic properties, such as its
name and IP address.
Prerequisites
•
System Design form
If you have:
Go to:
Windows Server 2008
page 127
Windows 7
page 129
Windows Server 2003
page 131
Windows XP
page 134
Related topics
“System Design form” on page 15
“Starting the Licensing Service” on page 136
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DEFINING THE BASIC SERVER PROPERTIES
Defining the basic server properties in Windows Server 2008
To define the properties
1
Log on to the computer as a Windows administrator.
2
Choose Start > Control Panel > Network and Internet > Network and
Sharing Center.
3
Click Manage Network Connections.
4
Right-click Local Area Connection and choose Properties.
5
Select the Internet Protocol (TCP/IP) check box and then click the
Properties button.
6
Click Use the Following IP Address.
7
Type the TCP/IP settings on the General tab, as specified in the System
Design form.
8
Click Advanced, navigate to the appropriate tab and type the WINS and DNS
information, as specified in the System Design form.
9
Click OK to close the Advanced TCP/IP Settings dialog box.
10 Click OK to close the Internet Protocol (TCP/IP) Properties dialog box.
11 Click OK to close the Local Area Connection Properties dialog box.
12 Choose Start > Control Panel > System Maintenance > System.
13 Under Computer name, domain, and workgroup settings, click the
Change settings.
The System Properties dialog box opens.
14 On the Computer Name tab click Change.
The Computer Name Changes dialog box opens.
15 Type the computer name, as specified in the System Design form.
16 If the server is part of a domain, under Member of click Domain and then type
the domain name, as specified in the System Design form.
17 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.
18 Click OK to close the Computer Name Changes dialog box.
19 Click OK to close the System Properties dialog box.
20 Choose Start > Control Panel > Clock, Language, and Region.
21 Click Regional and Language Options.
22 Click the Administrative tab.
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4 – PREPARING THE SERVER
23 Click Change system locale.
24 From the Current system locale list, click the appropriate locale for your
region and click OK.
25 Click OK to close the Regional and Language Options.
26 Choose Start > Administrative Tools > Computer Management.
27 In the left pane, navigate to the \Local Users and Groups\Users folder.
28 Right-click Administrator and choose Set Password.
A warning message appears, informing you of the dangers of changing the
password.
29 Click Proceed to change the password.
30 Type the password, as specified in the System Design form, and then click
OK.
31 Close the Computer Management window.
32 Choose Start > Control Panel > Clock, Language, and Region.
33 Click the Date and Time.
34 Click Change time zone.
35 From the Time zone list, click the time zone for your region. If you want the
time to automatically adjust for daylight savings, select the Automatically
adjust clock for daylight savings changes check box.
36 Click OK to close the Time Zone Settings dialog box.
37 Click OK to close the Date and Time dialog box.
38 Open Windows Explorer and the right-click drive on which you are installing
EBI and choose Properties.
39 Click the General tab and ensure that the Compress drive to save disk space
check box is cleared.
EBI and Microsoft SQL server cannot be installed onto a compressed hard
drive.
Stop
You have completed this task. Return to the checklist that led to this task.
Related topics
“System Design form” on page 15
“Starting the Licensing Service” on page 136
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DEFINING THE BASIC SERVER PROPERTIES
Defining the basic server properties in Windows 7
To define the properties
1
Log on to the computer as a Windows administrator.
2
Choose Start > Control Panel.
3
Under Network and Internet, click View network status and tasks.
4
In the left pane click Change adapter settings.
5
Right-click Local Area Connection and choose Properties.
6
Click the Internet Protocol Version 4 (TCP/IP) and then click Properties.
7
Click Use the Following IP Address.
8
Type the TCP/IP settings on the General tab, as specified in the System
Design form.
9
Click Advanced and type the WINS and DNS information, as specified in the
System Design form.
10 Click OK to close the Advanced TCP/IP Settings dialog box.
11 Click OK to close the Internet Protocol (TCP/IP) Properties dialog box.
12 Click OK to close the Local Area Connection Properties dialog box.
13 Choose Start > Control Panel and click System Security.
14 Under System click See the name of this computer.
15 Under Computer name, domain and workgroup settings, click Change
settings.
16 On the Computer Name tab click Change.
17 Type the computer name, as specified in the System Design form.
18 If the server is part of a domain, under Member of, click the Domain option
button and then type the domain name, as specified in the System Design
form.
19 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.
20 Click OK to close the Computer Name Changes dialog box.
21 Click OK to close the System Properties dialog box.
22 Choose Start > Control Panel and click Clock, Language, and Region.
23 Under Region and Language, click Change location.
The Region and Language dialog box opens.
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4 – PREPARING THE SERVER
24 Click the Administrative tab and click Change system locale.
25 From the Current system locale list, click the appropriate locale for your
region and click OK.
26 Click OK to close the Region and Language dialog box.
27 Choose Start, right-click Computer and choose Manage.
The Computer Management console opens.
28 In the left pane, choose Local Users and Groups > Users.
29 Right-click Administrator and choose Set Password.
A warning message appears, informing you of the dangers of changing the
password.
30 Click Proceed to change the password.
31 Type the password, as specified in the System Design form, and then click
OK.
32 Close the Computer Management window.
33 Choose Start > Control Panel and click Clock, Language, and Region.
34 Under Date and Time, click Change the time zone.
The Date and Time dialog box opens.
35 Click Change time zone.
36 From the Time Zone list and click the time zone for your region.
37 If you want the time to automatically adjust for daylight savings, select the
Automatically adjust clock for daylight savings changes check box and
click OK.
38 Click OK to close the dialog box.
39 Open Windows Explorer and right-click the drive on which you are installing
EBI and choose Properties.
40 Click the General tab and ensure that the Compress drive to save disk space
check box is cleared.
EBI and Microsoft SQL server cannot be installed onto a compressed hard
drive.
Stop
You have completed this task. Return to the checklist that led to this task.
Related topics
“System Design form” on page 15
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DEFINING THE BASIC SERVER PROPERTIES
Defining the basic server properties in Windows Server 2003
To define the properties
1
Log on to the computer as a Windows administrator.
2
In Windows Control Panel, open Network Connections.
3
Right-click Local Area Connection and choose Properties.
4
Select the Internet Protocol (TCP/IP) check box and then click the
Properties button.
5
Click Use the Following IP Address.
6
Type the TCP/IP settings on the General tab, as specified in the System
Design form.
7
Click Advanced, navigate to the appropriate tab and type the WINS and DNS
information, as specified in the System Design form.
8
Click OK to close the Advanced TCP/IP Settings dialog box.
9
Click OK to close the Internet Protocol (TCP/IP) Properties dialog box.
10 Click OK to close the Local Area Connection Properties dialog box.
11 Click Back (on the window’s toolbar).
12 Double-click the System icon to open the System Properties dialog box.
13 Click the Computer Name tab.
14 Click Change to open the Computer Name Changes dialog box.
15 Type the computer name, as specified in the System Design form.
16 If the server is part of a domain, click Change:
a. Select the Domain option and then type the domain name, as specified in
the System Design form.
b. 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.
c. Click OK to close the Computer Name Changes dialog box.
17 Click OK to close the System Properties dialog box.
18 Double-click the Regional and Language Options icon.
19 Click the Advanced tab.
20 Under Language for non-Unicode programs, select the appropriate locale
for your region.
21 Click OK to close the dialog box.
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4 – PREPARING THE SERVER
22 Double-click the Administrative Tools icon.
23 Double-click Computer Management to open the Computer Management
dialog box.
24 In the left pane, navigate to the \Local Users and Groups\Users folder.
25 Right-click Administrator and choose Set Password.
A warning message appears, informing you of the dangers of changing the
password.
26 Click Proceed to change the password.
27 Type the password, as specified in the System Design form, and then click
OK.
28 Close the Computer Management window.
29 In the Administrative Tools window, click Back (on the window’s toolbar) to
return to Windows Control Panel.
30 Double-click the Date and Time icon.
31 Click the Time Zone tab and select the time zone for your region.
32 If you want the time to automatically adjust for daylight savings, select the
Automatically adjust clock for daylight savings changes check box.
33 Click OK to close the dialog box.
34 Double-click the Licensing icon to open the Licensing dialog box.
35 Select the Per Server option and then click Add Licenses to open the Choose
Licensing Mode dialog box.
(If a “licensing logging service is not started” message appears, you must start
the service before you can proceed to the next step.)
36 Type the number of connections, as specified in the System Design form, and
then click OK.
37 Click OK to close the Licensing dialog box.
38 Open Windows Explorer and right-click the drive on which you are installing
EBI and choose Properties.
39 Click the General tab and ensure that the Compress drive to save disk space
check box is cleared.
EBI and Microsoft SQL server cannot be installed onto a compressed hard
drive.
Stop
You have completed this task. Return to the checklist that led to this task.
132
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DEFINING THE BASIC SERVER PROPERTIES
Related topics
“System Design form” on page 15
133
4 – PREPARING THE SERVER
Defining the basic server properties in Windows XP Professional
To define the properties
1
Log on to the computer as a Windows administrator.
2
In Windows Control Panel, open Network Connections.
3
Right-click Local Area Connection and choose Properties.
4
Select the Internet Protocol (TCP/IP) check box and then click the
Properties button.
5
Click Use the Following IP Address.
6
Type the TCP/IP settings on the General tab, as specified in the System
Design form.
7
Click Advanced and type the WINS and DNS information, as specified in the
System Design form.
8
Click OK to close the Advanced TCP/IP Settings dialog box.
9
Click OK to close the Internet Protocol (TCP/IP) Properties dialog box.
10 Click OK to close the Local Area Connection Properties dialog box.
11 Click Back (on the window’s toolbar).
12 Double-click the System icon to open the System Properties dialog box.
13 Click the Computer Name tab.
14 Click Change to open the Computer Name Changes dialog box.
15 Type the computer name, as specified in the System Design form.
16 If the server is part of a domain:
a. Select the Domain option and then type the domain name, as specified in
the System Design form.
b. 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.
c. Click OK to close the Computer Name Changes dialog box.
17 Click OK to close the System Properties dialog box.
18 Double-click the Regional and Language Options icon.
19 Click the Advanced tab.
20 Under Language for non-Unicode program, select the appropriate locale for
your region.
21 Click OK to close the dialog box.
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DEFINING THE BASIC SERVER PROPERTIES
22 Double-click the Administrative Tools icon.
23 Double-click Computer Management to open the Computer Management
dialog box.
24 In the left pane, choose Local Users and Groups > Users.
25 Right-click Administrator and choose Set Password.
A warning message appears, informing you of the dangers of changing the
password.
26 Click Proceed to change the password.
27 Type the password, as specified in the System Design form, and then click
OK.
28 Close the Computer Management window.
29 Double-click the Date and Time icon.
30 Click the Time Zone tab and select the time zone for your region.
31 If you want the time to automatically adjust for daylight savings, select the
Automatically adjust clock for daylight savings changes check box.
32 Click OK to close the dialog box.
33 Open Windows Explorer and right-click the drive on which you are installing
EBI and choose Properties.
34 Click the General tab and ensure that the Compress drive to save disk space
check box is cleared.
EBI and Microsoft SQL server cannot be installed onto a compressed hard
drive.
Stop
You have completed this task. Return to the checklist that led to this task.
Related topics
“System Design form” on page 15
135
4 – PREPARING THE SERVER
Starting the Licensing Service
If a “licensing logging service” appears, you must start the service before you can
add licenses.
To start the service
1
In Windows Control Panel, open Administrative Tools.
2
Double-click the Services icon.
3
Click the Extended tab at the bottom of the window.
4
Click the License Logging service and then click Start on the left-hand panel.
5
Close the Services window.
Related topics
“Defining the basic server properties in Windows Server 2008” on page 127
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CONFIGURING THE DISPLAY (MONITOR)
Configuring the display (monitor)
You must configure the display (monitor) so that it suitable for use by Station.
In general, setup automatically detects your display adapter and installs the
correct drivers. However, if setup doesn’t detect the display adapter (that is, only
a VGA adapter is detected), you must manually install the display adapter drivers
in accordance with the manufacturer’s instructions.
Attention Do not use a CPU-intensive, or graphics-intensive, screen saver as its
CPU requirements may degrade EBI’s performance.
To configure display in Windows Server 2008 or Windows 7
1
Choose Start > Control Panel > Adjust screen resolution.
2
Move the Resolution slider so that the resolution is 1280x1024 or higher.
3
From the Colors list, click Highest (32-bit).
4
Click Advanced and then click the Monitor tab and set the Screen Refresh
Rate to the highest rate that the display can handle.
5
Click Apply to apply the changes to your screen, click Apply again and then
OK to display a sample screen.
6
If the sample screen displays correctly, click Yes to keep the settings. If it
doesn’t, adjust the Refresh Frequency, Colors or Screen Area to correct the
problem.
Stop
You have completed this task. Return to the checklist that led to this task.
To configure the display in windows Server 2003 or Windows XP Professional
1
In Windows Control Panel, open Display. The Display Properties dialog box
appears.
If the Display icon is not displayed, switch to Classic view.
2
Click the Settings tab and set the Color Quality to Highest (32-bit) and the
Screen resolution to the standard EBI value (1280x1024) or higher.
3
Click Advanced and then click the Monitor tab and set the Screen Refresh
Rate to the highest rate that the display can handle.
4
Click Apply to apply the changes to your screen, click Apply again and then
OK to display a sample screen.
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4 – PREPARING THE SERVER
138
5
If the sample screen displays correctly, click Yes to keep the settings. If it
doesn’t, adjust the Refresh Frequency, Colors or Screen Area to correct the
problem.
6
Click the Appearance tab and select Normal as the Font Size.
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UPDATING THE SERVER’S HOSTS FILE
Updating the server’s hosts file
You must identify each communications link in the hosts file on each server.
The hosts file is in %SystemRoot%\system32\drivers\etc\, where
%SystemRoot% is normally c:\windows.
Use a text editing tool such as Notepad to update the file.
The following examples show typical system configurations, and the required
entries.
Single EBI server, single-network system
You do not need to edit the hosts file.
Redundant EBI server, single-network system
Server A
hsserva
Server B
hsservb
Network
Assume the addresses are:
•
192.168.0.1
for hsserva
•
192.168.0.2
for hsservb
The hosts file on both servers would therefore include the following:
127.0.0.1 localhost
192.168.0.1 hsserva hsserva0
192.168.0.2 hsservb hsservb0
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4 – PREPARING THE SERVER
Distributed EBI servers, non-redundant system
Server dsserv
Server hsserv
Assume that the address is 192.168.0.1 for hsserv, and 192.168.0.2 for
dsserv.
The hosts file on dsserv would therefore include the following:
127.0.0.1 localhost
192.168.0.1 hsserv
hsserv
would contain corresponding entries in its hosts file.
Distributed EBI servers, redundant system
Server
dsserv
Primary Server
hsserva
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Backup Server
hsservb
UPDATING THE SERVER’S HOSTS FILE
Assume that the addresses for the redundant servers are:
•
192.168.0.1
for hsserva
•
192.168.0.2
for hsservb
The hosts file on dsserv would therefore include the following:
127.0.0.1 localhost
192.168.0.1 hsserva hsserva0
192.168.0.2 hsservb hsservb0
hsserva
and hsservb would contain corresponding entries in their hosts files.
Stop
You have completed this task. Return to the checklist that led to this task.
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4 – PREPARING THE SERVER
Installing Microsoft Excel
Microsoft Excel is required if you want to capture real-time point value and
history information from EBI and display the data in an Excel spreadsheet.
This section describes how to install and configure Microsoft Excel.
If you install Microsoft Excel on a remote computer (that is, a computer other
than the server), it uses the full name of the primary server when requesting
information from the server.
Prerequisites
•
Microsoft Office or Microsoft Excel CD.
•
You must be logged on as a Windows administrator.
Tasks
Complete the tasks in the following order.
Task
Go to:
Install Microsoft Excel.
page 143
Install the Microsoft Office Service Pack.
page 144
Configure Microsoft Excel.
page 145
Done?
Related topics
“Specifying the server name in Data Access applications” on page 246
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INSTALLING MICROSOFT EXCEL
Installing Microsoft Excel
To install/upgrade Microsoft Excel
1
Insert the Microsoft Office or Microsoft Excel CD into the CD-ROM drive.
2
In Windows Explorer, browse to the CD and double-click setup.exe.
3
Follow the on-screen instructions to complete the installation.
4
Restart the computer.
Related topics
“Installing the Microsoft Office Service Pack” on page 144
“Configuring Microsoft Excel” on page 145
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4 – PREPARING THE SERVER
Installing the Microsoft Office Service Pack
Prerequisites
•
Latest Microsoft Office service pack for your version of Microsoft Office or
Microsoft Excel.
You can download the appropriate service pack(s) from the following
location: http://office.microsoft.com/Downloads/default.aspx, or you
can order a CD from Microsoft containing these updates.
•
Microsoft Office or Microsoft Excel CD.
To install the Microsoft Office service pack
144
1
Close any applications that are running.
2
In Windows Explorer, browse to the folder containing the Microsoft Office
service pack, and double-click on the setup application file, such as
Office2003SP2*.exe.
3
Follow the on-screen instructions to complete the installation.
4
Restart the computer.
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INSTALLING MICROSOFT EXCEL
Configuring Microsoft Excel
After installing Microsoft Excel, you need to change the default macro security
setting. By default, the macro security level is High and needs to be changed to
Medium for successful installation of Microsoft Excel Data Exchange
components.
To change the macro security settings for Microsoft Excel 2003
1
Start Microsoft Excel.
2
Choose Tools > Macro > Security to display the Security dialog box.
3
Click Medium and click OK.
4
Close Microsoft Excel.
Stop
You have completed this task. Return to the checklist that led to this task.
To change the macro security settings for Microsoft Excel 2007
1
Start Microsoft Excel 2007.
2
Click the Office button and click Excel Options.
3
In the left pane click Trust Center, then click Trust Center Settings.
The Trust Center dialog box opens.
4
Under Macro Settings click Disable all macros with notification.
5
Click OK to close the Trust Center dialog box.
6
Click OK to close Excel Options.
Stop
You have completed this task. Return to the checklist that led to this task.
Related topics
“Installing Microsoft Excel” on page 143
145
4 – PREPARING THE SERVER
Protecting your EBI system against viruses
You must install antivirus software on your EBI system. The compatibility matrix
lists the recommend antivirus software and the version recommended for use with
EBI.
Because virus signatures are changing constantly, hot fixes and patches are
released frequently to combat system vulnerabilities and new viruses as they are
identified. Ensure that the signature files are updated regularly.
To avoid degradation of system performance you can exclude the
Program Files\Honeywell\Server\Data folder from virus scanning. Before you
exclude any folders from virus scanning, ensure that only authorized accounts
have write access to the folder.
Stop
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CONFIGURING THE WINDOWS FIREWALL
Configuring the Windows Firewall
The EBI installation wizard automatically configures the inbuilt Windows
firewall as required by EBI.
If you have any special firewall settings, for example, another application
requires special firewall settings, you can manually adjust the configuration by
double-clicking the Windows Firewall icon in Windows Control Panel.
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4 – PREPARING THE SERVER
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Installing specialized hardware
on the server
5
This section describes how to install and configure specialized hardware on a
server.
Attention Only complete a task in this section if you are instructed to do so by the
appropriate checklist.
Related topics
“Installing a Network Interface card” on page 150
“Changing the Network Adapter settings” on page 150
“Installing the Microsoft Loopback adapter” on page 151
“Installing a serial adapter” on page 153
“Installing a Digiboard” on page 156
“Installing a Stallion EasyConnection” on page 154
“Installing a LonWorks Network Interface” on page 157
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5 – INSTALLING SPECIALIZED HARDWARE ON THE SERVER
Installing a Network Interface card
This section describes how to install a network interface card (network adapter)
and driver.
Install the network interface card in accordance with the manufacturer’s
instructions, and then install the appropriate driver as described here.
If you do not install a network interface card, you must install the Microsoft
Loopback adapter driver, regardless of the connection status. For details, see
“Installing the Microsoft Loopback adapter”.
If you have problems, see the section on “Network interface cards (network
adapters)”.
ESD Hazard
Ensure that you are properly grounded when installing any hardware in a computer. It is
recommended that you use an antistatic wrist strap. Alternatively, frequently touch metal
parts on the computer to prevent the buildup of static electricity.
Prerequisites
•
The network interface card is qualified for use with EBI.
•
The diskette or CD supplied with the network interface card.
Changing the Network Adapter settings
To change the configuration
1
Choose Start > Settings > Network Connections.
2
Select the connection, right-click and choose Properties.
3
Make the required changes.
Stop
You have completed this task. Return to the checklist that led to this task.
Related topics
“Installing the Microsoft Loopback adapter” on page 151
“Network interface cards (network adapters)” on page 426
150
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INSTALLING A NETWORK INTERFACE CARD
Installing the Microsoft Loopback adapter
If the computer does not have a network interface card (network adapter) and you
do not install one, you must install the Microsoft Loopback adapter driver.
To install the Microsoft Loopback adapter on Windows Server 2008 or Windows 7
1
Choose Start > Control Panel > Hardware and Sound.
2
Click Device Manager.
Device Manager opens.
3
Choose Action > Add legacy hardware.
Tip
If the Add legacy hardware option is not visible, click on any device
and then return to the Action menu.
4
When the Add Hardware wizard starts, click Next to continue.
5
Click Install the hardware that I manual select from a list and click Next.
6
In the Common hardware types list, click Network adapters and click
Next.
7
In the Manufacturers list, click Microsoft, and in the Network Adapter list,
click Microsoft Loopback Adapter and click Next.
8
Click Next to start the hardware installation.
9
Click Finish.
Stop
You have completed this task. Return to the checklist that led to this task.
To install the Microsoft Loopback adapter on Windows Server 2003 or Windows XP
1
In Windows Control Panel, open Add Hardware.
2
When the Add Hardware wizard starts, click Next to continue.
3
Click Yes, I have already connected the hardware and click Next.
The wizard will locate and list all the plug and play hardware devices.
4
From the list of devices, select Add a new hardware device and click Next.
5
Click Install the hardware that I manually select from a list and click
Next.
6
In the Common Hardware Types list, click Network adapters and click
Next.
7
In the Manufacturers list, click Microsoft, and in the Network Adapter list,
click Microsoft Loopback Adapter and click Next.
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5 – INSTALLING SPECIALIZED HARDWARE ON THE SERVER
152
8
Click Next to start the hardware installation.
9
Click Finish.
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INSTALLING A SERIAL ADAPTER
Installing a serial adapter
Prerequisites
•
The serial adapter is qualified for use with EBI.
To install a:
Go to:
Stallion EasyConnection
page 154
Digiboard
page 156
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5 – INSTALLING SPECIALIZED HARDWARE ON THE SERVER
Installing a Stallion EasyConnection
ESD Hazard
Ensure that you are properly earthed when installing any hardware in a computer.
Honeywell recommends that you use an antistatic wrist strap. Alternatively, frequently
touch metal parts on the computer to prevent the buildup of static electricity.
The Stallion EasyConnection serial adapter can connect RS-232, RS-422 and RS485 devices. The following figure shows a typical configuration.
•
For details about connecting controllers to the adapter, see “Cabling for
Stallion EasyConnection” in the Configuration and Administration Guide.
Server
Stallion
Adapter
RS-485
Controller
Controller
Controller
Prerequisites
•
Stallion EasyConnection adapter.
•
Diskette, or CD, supplied with the adapter.
To install a Stallion EasyConnection and configure its driver on Windows Server
2008 or Windows 7
1
Install the adapter in accordance with the manufacturer’s instructions, using
the default DIP switch settings.
2
Choose Start > Control Panel > Hardware and Sound.
3
Click Device Manager.
Device Manager opens.
4
Choose Action > Add legacy hardware.
Tip
154
If the Add legacy hardware option is not visible, click on any device
and then return to the Action menu.
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INSTALLING A SERIAL ADAPTER
5
When the Add Hardware wizard starts, click Next to continue.
6
Click Install the hardware that I manually select from a list and click Next.
7
In the Common hardware types list click Show All devices and click Next.
8
Click Have Disk to install the Stallion EasyConnection driver from the
Stallion diskette.
9
Browse to \i386 on the diskette, or %windir%\i386 on the CD, and then
follow the instructions.
To install a Stallion EasyConnection and configure its driver on Windows Server
2003 or Windows XP
1
Install the adapter in accordance with the manufacturer’s instructions, using
the default DIP switch settings.
2
In Windows Control Panel, open Add Hardware.
3
When the Add Hardware wizard starts, click Next to continue.
4
Click Yes, I have already connected the hardware and click Next.
The wizard will locate and list all the plug and play hardware devices.
5
From the list of devices, click Add a new hardware device and click Next.
6
Click Install the hardware that I manually select from a list and click
Next.
7
Click Show all devices in the Common Hardware Types list and click Next.
8
Click Have Disk to install the Stallion EasyConnection driver from the
Stallion diskette.
9
Browse to \i386 on the diskette, or %windir%\i386 on the CD, and then
follow the instructions.
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5 – INSTALLING SPECIALIZED HARDWARE ON THE SERVER
Installing a Digiboard
ESD Hazard
Ensure that you are properly earthed when installing any hardware in a computer. It is
recommended that you use an antistatic wrist strap. Alternatively, frequently touch metal
parts on the computer to prevent the buildup of static electricity.
Install the card in accordance with the manufacturer’s instructions. The card is
automatically detected by Windows.
Stop
You have completed this task. Return to the checklist that led to this task.
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INSTALLING A LONWORKS NETWORK INTERFACE
Installing a LonWorks Network Interface
This section describes how to install a LonWorks Network Interface card and
driver. The LonWorks Network Interface card is used by a LonWorks point server
to communicate with field devices.
If you have a redundant server system, the point server (and therefore the adapter)
must be installed on a separate computer. See “Installing point server components
on a remote server”.
If you are using both the LonWorks and EIRIS point servers, they must be on
separate computers (and therefore require separate adapters).
Caution
Do not install the LonWorks Network Interface card in the computer before installing the
driver.
It is essential that you install the driver before installing the card, as described in the
following procedure.
Prerequisites
•
An adapter that is qualified for use with the point server. See the LonWorks
Interface Reference.
•
The EBI DVD.
•
You must be logged on as a Windows administrator.
To install the adapter
1
Insert the EBI DVD into the DVD drive.
2
In Windows Explorer, browse to the ThirdParty\LNS\Drivers\adapter
folder on the DVD, where adapter is the adapter type you are installing.
3
Double-click setup.exe and follow the setup instructions.
4
Shut down the computer.
5
Install the adapter in accordance with the manufacturer’s instructions.
6
Restart the computer.
Stop
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5 – INSTALLING SPECIALIZED HARDWARE ON THE SERVER
Related topics
“Installing point server components on a remote server” on page 257
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Installing EBI on the server
6
This section describes how to install EBI and associated components on the
server.
Attention Only complete a task in this section if you are instructed to do so by the
appropriate checklist.
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6 – INSTALLING EBI ON THE SERVER
Installing the EBI components on the server
This section describes how to install the EBI components on the server.
The EBI installation wizard checks that the correct applications, versions and
service packs of Windows and supporting applications have been installed. If
there is a problem:
•
The wizard may continue with the installation, in which case you must correct
the problem after installation.
•
The wizard may immediately exit, in which case you must correct the problem
before restarting it.
You can also install EBI client applications, such as Station and Quick Builder, as
part of the installation.
It is recommended that you close all other applications before starting.
If you are installing EBI onto the VMware ESX or ESXi platform, you need to
use VNC or RADMIN; installing EBI using remote desktop fails.
If you have problems, see the topic “EBI server installation problems”.
There are two types of server installation available:
•
A Typical installation on the EBI server installs all EBI components available
with the license. All settings are automatically configured and they may be
changed after install using the EBI Configuration Panel. For more information
about the Configuration Panel, see “Configuration Panel” in the
Configuration and Administration Guide.
•
A Custom installation allows you to select from a set of available options for a
particular installation. This is useful for systems that may run over several
computers, or if a large amount of data means that archive directories are
stored on separate drives. Components, directories and configurable options,
such as paper size and fast history rate, can be set as part of a Custom install.
Related topics
“EBI server installation problems” on page 422
“Typical installation of the EBI components on the server” on page 161
“Custom installation of the EBI components on the server” on page 163
Recommended disk partitioning
For optimal performance, it is recommended that you store key components on
separate hard drives or partitions.
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INSTALLING THE EBI COMPONENTS ON THE SERVER
For performance systems it is recommended that the EBI server software partition
be located on a separate hard drive and using a separate disk controller from the
operating system.
To follow these recommendations, you should choose the Custom installation
type.
Hard drive/
Partition
Component
Minimum capacity
C:
Windows operating system,
Microsoft Service Packs, and
Updates
20 GB
D:
Page File
10 GB
E:
Microsoft SQL Server
30 GB
F:
EBI Server software
80 GB
G:
(Optional) Storage of video and/or
data files
As required
Attention For detailed information on system requirements, disk partitioning and
performance levels see the EBI R410 Compatibility Matrix.
Typical installation of the EBI components on the server
Prerequisites
•
The EBI DVD
•
The System Design form
•
If you are installing EBI onto the VMware ESX or ESXi platform you have
VNC or Radmin
To perform a Typical installation of EBI components on the server
1
Log on to the computer as Windows administrator.
2
Disable any real-time virus protection applications, such as Norton AntiVirus. Such an application may interfere with DVD detection during the
installation procedure.
3
Insert the EBI DVD into the DVD drive.
The Enterprise Buildings Integrator 410 start page automatically displays.
(You can also start the installation wizard from Windows Explorer. Browse to
the root folder on the DVD and double-click the setup.exe file.)
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6 – INSTALLING EBI ON THE SERVER
4
Click Installation.
Your system is checked for certain software that is required by the EBI
installation wizard. If prompted, install the prerequisite software and if
required, reboot the computer.
If you have to reboot the computer, when the computer is restarted doubleclick the setup.exe file to return to the wizard.
The Welcome to the InstallShield Wizard for Enterprise Buildings
Integrator 410 page appears.
5
Click Next to continue.
The Setup Type page appears.
6
Click Enterprise Buildings Integrator server setup.
7
The System Check Warning page appears.
Any possible installation issues are automatically detected, such as missing
software, configuration or hardware issues. Any Critical Issues must be
resolved before installation can proceed. Click Next to continue.
8
Type in the System number and the Authorization number, as specified in
your EBI license.
9
Click Next to continue.
10 Click Typical Install to install all components available with the license.
11 Click Next to accept the default base installation directory, C:\Program
Files\Honeywell.
If you want to change the base installation directory, click the Browse button
and locate the base installation folder, click OK and then click Next.
If you are installing redundant servers, you must install the server software in
the same location on both server computers.
12 Select one or more point server types you want to install and click Next.
Tip
Point servers that are not included in your license appear “grayed
out”.
13 Type a valid password for the Windows mngr account in the Password box, as
specified in the System Design form. Confirm the password by typing it again
in the Confirm Password box and then click Next.
Note that the password must meet your IT security policy password
requirements. If the password does not meet these requirements, the
installation cannot proceed.
14 Review the settings you have selected, and then click Install to start installing
the EBI server and client applications.
15 When the installation is complete, click Finish. You will be prompted to
restart your computer. Click Yes to restart.
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INSTALLING THE EBI COMPONENTS ON THE SERVER
Stop
You have completed this task. Return to the checklist that led to this task.
Custom installation of the EBI components on the server
Prerequisites
•
The EBI DVD
•
The System Design form
•
If you are installing EBI onto the VMware ESX or ESXi platform you have
VNC or Radmin
To perform a Custom installation of EBI components on the server
1
Log on to the computer as Windows administrator.
2
Disable any real-time virus protection applications, such as Norton AntiVirus. (Such an application may interfere with DVD detection during the
installation procedure.)
3
Insert the EBI DVD into the DVD drive.
The Enterprise Buildings Integrator 410 start page automatically displays.
(You can also start the installation wizard from Windows Explorer. Browse to
the root folder on the DVD and double-click the setup.exe file.)
4
Click Installation.
Your system is checked for certain software that is required by the EBI
installation wizard. If prompted, install the prerequisite software and if
required, reboot the computer.
If you have to reboot the computer, when the computer is restarted doubleclick the setup.exe file to return to the wizard.
The Welcome to the InstallShield Wizard for Enterprise Buildings
Integrator 410 page appears.
5
Click Next to continue.
6
Click Enterprise Buildings Integrator server setup in the Setup Type page.
The System Check Warning page appears.
Any possible installation issues are automatically detected, such as missing
software, configuration or hardware issues. Any Critical Issues must be
resolved before installation can proceed. Click Next to continue.
7
Type in the System number and the Authorization number, as specified in
your EBI license.
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8
Click Next to continue.
9
Select Custom as the type of installation.
10 Click Next to accept the default base installation directory, C:\Program
Files\Honeywell.
If you want to change the base installation directory, click the Browse button
and locate the base installation folder, click OK and then click Next.
If you are installing redundant servers, you must install the server software in
the same location on both server computers.
11 Select one or more point server types you want to install and click Next.
Tip
Point servers that are not included in your license appear “grayed
out”.
12 Select the Custom Installation Server options you want to install, and then
click Next.
13 Type the password for the Windows mngr account in the Password box, as
specified in the System Design form. Confirm the password by typing it again
in the Confirm Password box and then click Next.
14 Click Next to accept the following default archive folders.
C:\Program Files\Honeywell\server\data\archive
C:\Program Files\Honeywell\server\data\RestoredArchives
C:\Program Files\Honeywell\server\data\evtarch.
If you want to change these directories, click the Browse buttons to locate the
directories for History Archive, Restore Archive or Events Archive, click OK,
and then click Next.
15 Click Next to accept the following default directory for third-party software
installation.
Third-party software includes Microsoft SQL Server and LonWorks software.
The default location for Microsoft SQL Server is C:\Program Files\
Microsoft SQL Server. The default location for LonWorks software is c:\
LonWorks.
If you want to change this directory, click the Browse buttons to locate the
directory for third-party software installation, click OK, and then click Next.
16 If you chose to install MEDE, click Yes in the MEDE Choice page if you
want to allow Microsoft Excel Data Exchange to write to the EBI database.
Click Next to continue.
17 If you chose to install Web Toolkit, click Yes in the Web Toolkit Choice page
if you want to allow Web Toolkit to write to the EBI database. Click Next to
continue.
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INSTALLING THE EBI COMPONENTS ON THE SERVER
18 If the license allows Station UL listing, the Station Choice page appears.
Click Yes if the station is to be used as the primary monitoring or control point
for a UL Listed Fire, Security or Smoke Control System.
19 If you are licensed for the Pharma option:
a. Click Yes to allow you to disable Electronic Signatures on individual
locations. Otherwise, click No to have Electronic Signatures on all
locations.
b. Click Next to continue.
20 The Choose Number of Group Control Stations page appears. Group
Control enables operators to perform a defined set of actions on up to 30
points with a single push button. Type in the number of Stations to be
configured for Group Control and click Next.
21 Click the paper size used by your report printer, either Letter or A4, and then
click Next.
22 Select the server Fast History Rate, as specified in the System Design form,
and then click Next.
23 The Server Shortcut Folder page appears. As a minimum, shortcuts will be
created in the Start menu for Start-Stop EBI Server, Station, Diagnostics
Framework, HMIWeb Display Builder, and Quick Builder.
a. Select Install Quick Launch Shortcuts to have shortcuts also created as
icons on the Quick Launch bar.
b. Select Install Desktop Shortcuts to have shortcuts also created on the
desktop.
c. Click Next to continue.
24 Review the settings you have selected, and then click Install to start installing
the EBI server and client applications.
25 When the installation is complete, click Finish. You will be prompted to
restart your computer. Click Yes to restart.
Stop
You have completed this task. Return to the checklist that led to this task.
Related topics
“Filling in the System Design form” on page 19
“EBI server installation problems” on page 422
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Registering EBI servers
The section describes how to register EBI servers with Honeywell. In addition to
the system number and license number entered during the EBI server installation,
the EBI server requires a registration code. You request the registration code after
installing the EBI server.
After installing the EBI server, there is a one-week grace period. During this
week, an urgent alarm is raised every day, stating the number of days remaining
before the end of the grace period. During this grace period, the EBI server
operates normally. After this grace period, an urgent alarm is raised when the EBI
server starts, stating that the EBI server will shut down in five hours. The EBI
server will then shut down every five hours until the server is registered.
Tasks
166
Task:
Go to:
Registering a non-redundant EBI server
page 167
Registering redundant EBI servers
page 169
Re-registering EBI server software
page 171
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REGISTERING EBI SERVERS
Registering a non-redundant EBI server
The section describes how to register a non-redundant EBI server with
Honeywell.
Prerequisites
•
You have installed the EBI server.
•
You have Internet email access to request the registration code. Internet email
access can be from any computer in your network if you can transfer files
from that computer to the EBI server computer.
To register the server:
1
On the EBI server, copy the following file:
\Program Files\Honeywell\server\data\RegistrationRequestFile.hrf
to the computer with Internet email access.
2
On the computer with Internet email access, start the email application and do
the following:
a. Create a new email message.
b. In the email To address, type [email protected].
c. Attach the RegistrationRequestFile.hrf file that you copied from the
EBI server. This file must be the only attachment in the email. You must
not have graphic images or backgrounds included in the email.
d. Send the email message.
3
Wait for an email response from [email protected].
The email response is automated and you should receive it within 10 to 15
minutes.
4
Open the email message and save the RegistrationCode.hrc file attachment
to the hard disk of the EBI server.
5
On the EBI server, start Station.
6
Change the security level to MNGR.
7
Click the Command Zone.
8
Type sysLicenceRegistration.dsp and then press ENTER to display the
Server Software Registration display.
9
Click Load from file.
10 Browse to the location where you saved the RegistrationCode.hrc file
attachment, select this file, and then click Open.
The registration code is displayed in the Registration code box.
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Stop
You have completed this task. Return to the checklist that led to this task.
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REGISTERING EBI SERVERS
Registering redundant EBI servers
The section describes how to register redundant EBI servers that have been
configured for redundancy. If you have installed EBI servers that are destined for
redundancy, however, they have not yet been configured for redundancy, follow
the steps in “Registering a non-redundant EBI server” on page 167 on each
server.
Attention In the following tasks, server A is referred to as the primary server and
server B is referred to as the backup server.
Prerequisites
•
You have installed and configured the redundant EBI servers.
•
You have Internet email access to request the registration code. Internet email
access can be from any computer in your network if you can transfer files
from that computer to the EBI server computer.
To register the primary server:
1
On the primary server, copy the following file:
\Program Files\Honeywell\server\data\RegistrationRequestFile.hrf
to the computer with Internet email access.
2
On the computer with Internet email access, start the email application and do
the following:
a. Create a new email message.
b. In the email To address, type [email protected].
c. Attach the RegistrationRequestFile.hrf file that you copied from the
primary server. This file must be the only attachment in the email. You
must not have graphic images or backgrounds included in the email.
d. Send the email message.
3
Wait for an email response from [email protected].
The email response is automated and you should receive it within 10 to 15
minutes.
4
Open the email message and save the RegistrationCode.hrc file attachment
to the hard disk of the primary server.
5
On the primary server, start Station.
6
Change the security level to MNGR.
7
Click the Command Zone.
8
Type sysLicenceRegistration.dsp and then press ENTER to display the
Server Software Registration display.
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6 – INSTALLING EBI ON THE SERVER
9
Click Load from file.
10 Browse to the location where you saved the RegistrationCode.hrc file
attachment, select this file, and then click Open.
The registration code is displayed in the Registration code box.
To register the backup server:
1
On the backup server, copy the following file:
\Program Files\Honeywell\server\data\RegistrationRequestFile.hrf
to the computer with Internet email access.
2
On the computer with Internet email access, start the email application and do
the following:
a. Create a new email message.
b. In the email To address, type [email protected].
c. Attach the RegistrationRequestFile.hrf file that you copied from the
backup server. This file must be the only attachment in the email. You
must not have graphic images or backgrounds included in the email.
d. Send the email message.
3
Wait for an email response from [email protected].
The email response is automated and you should receive it within 10 to 15
minutes.
4
Open the email message and save the RegistrationCode.hrc file attachment
to the following folder on the backup server:
C:\Program Files\Honeywell\server\data\
5
Rename the saved attachment file from:
C:\Program Files\Honeywell\server\data\RegistrationCode.hrc
to:
C:\Program Files\Honeywell\server\data\regcode
6
Restart the backup server.
7
Choose Start > Run.
8
Type cmd and then click OK to open a Command Prompt window.
9
Type liclist.exe and then press ENTER.
The license details for the server are displayed. The line after the system
number should be The server is registered.
10 If the server is unregistered, check that you saved the RegistrationCode.hrc
attachment to the correct location and with the filename regcode.
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REGISTERING EBI SERVERS
Stop
You have completed this task. Return to the checklist that led to this task.
Re-registering EBI server software
The section describes how to re-register EBI server software.
The automatic registration procedure for EBI software only works for an initial
installation and registration. Any subsequent attempt to re-register the software
will result in the HSC_Orders system returning a reply stating:
Our system indicates that you have reached your registration
limit and so a registration code has not been automatically
generated for you.
Making certain hardware changes (such as replacing network interface cards), can
result in the server failing registration checks. This will be reported as an urgent
system alarm. Changes that cannot be reversed require a new registration code.
The server software may require a new registration code if you make any of the
following changes:
•
Replace the first network interface card
•
Replace the motherboard (where the network interface card is onboard)
•
Disable the first network interface card
•
Physically change the order of the PCI cards in the server
•
Re-install the software on a new server
The server software may not require a new registration code if you:
•
Undo any of these changes and restore the system to its original state
•
Reinstall the same version of the server software on the exact same server
hardware
•
If you have lost your original registration code. In this case, you can request
the same code again.
Prerequisites
•
You have installed the EBI server.
•
You have Internet email access to request the registration code. Internet email
access can be from any computer in your network if you can transfer files
from that computer to the EBI server computer.
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To re-register the server software
1
On the EBI server, copy the following file:
\Program Files\Honeywell\server\data\RegistrationRequestFile.hrf
to the computer with Internet email access.
2
On the computer with Internet email access, create a new email message and
include the following:
a. An explanation covering the reason that the server requires re-registering
b. The RegistrationRequestFile.hrf file that you copied from the EBI
server
3
If you are a Honeywell customer, send the email to your Honeywell Account
Manager. The Account Manager will contact the Technical Assistance Center
(TAC) and arrange for a new registration code to be sent to you.
If you are a Honeywell employee, send the email directly to your TAC. The
TAC may require additional information to raise a support case for your
re-registration. The TAC will then co-ordinate the issue of a new code.
4
Open the reply email message when it arrives and save the
RegistrationCode.hrc file attachment to the hard disk of the EBI server.
5
On the EBI server, start Station.
6
Change the security level to MNGR.
7
Click the Command Zone.
8
Type sysLicenceRegistration.dsp and then press ENTER to display the
Server Software Registration display.
9
Click Load from file.
10 Browse to the location where you saved the RegistrationCode.hrc file
attachment, select this file, and then click Open.
The registration code is displayed in the Registration code box.
Stop
You have completed this task. Return to the checklist that led to this task.
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INSTALLING AND CONFIGURING RSLINX
Installing and configuring RSLinx
You only need to perform these tasks if you have controllers that communicate
with the EBI server via RSLinx.
Prerequisites
•
The RSLinx CD and licenses key activation diskette.
Tasks
Complete the tasks in the following order.
Task
Go to:
Install the RSLinx components.
page 173
Register the Electronic Datasheets (EDS)
page 173
Configure the RSLinx drivers.
page 174
Done?
Installing the RSLinx components
To install RSLinx
1
Close any applications that are running.
2
Insert the RSLinx CD into the CD-ROM drive.
3
Double-click setup.exe.
4
Follow the on-page instructions to complete the installation.
5
After the installation is complete, reboot the computer.
Registering Electronic Data Sheets (EDS)
To register the EDS
1
Choose Start > Programs > Rockwell Software > RSLinx Tools > EDS
Hardware Installation Tool.
2
Click Add.
3
Select Register a directory of EDS files.
4
Click Browse and browse to C:\Program Files\Rockwell Software\
RSCommon\Honeywell EDS, and then click OK.
5
Click Next.
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6 – INSTALLING EBI ON THE SERVER
6
Review the Installation Test Results and click Next.
7
Click Next to accept the default icons.
8
Click Next to register the devices.
9
Click Finish to complete the wizard.
10 Click Exit.
Configuring RSLinx drivers for an Ethernet network
This section describes how to configure the RSLinx drivers for an Ethernet
Network.
Prerequisites
•
RSLinx must be activated and be in OEM mode to use the Ethernet drivers.
For information about activating OEM mode, see “Moving the RSLinx
activation file”.
•
The bootpdata.txt file must be located in the C:\Program Files\
Honeywell\system\bin folder.
If you are upgrading to EBI R410, this file was backed up from your previous
installation before the migration and must be copied to this folder before
continuing this task.
If you are installing a new EBI system, you need to create this file.
To configure the RSLinx drivers
1
Check the settings of the Ethernet network interface card that communicates
with the controller.
2
Configure the IP address for each controller.
3
Configure the RSLinx drivers. A driver must be configured for each
controller.
4
Restart the computer.
Stop
You have completed this task. Return to the checklist that led to this task.
Related topics
“Moving the RSLinx activation file” on page 222
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Installing and setting up
associated applications
7
This section describes how to install and set up associated applications.
Attention Only complete a task in this section if you are instructed to do so by the
appropriate checklist.
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7 – INSTALLING AND SETTING UP ASSOCIATED APPLICATIONS
Setting up Microsoft Excel reports
You can set up Microsoft Excel Reports so that it accesses EBI data using either
Microsoft Excel Data Exchange (MEDE) or the EBI ODBC driver.
Prerequisites
•
You have installed Microsoft Excel. See “Installing Microsoft Excel” on
page 142.
Tasks
Complete the tasks in the following order.
Task
Go to:
Do one of the following, depending how you want to
access data:
page 177
• Set up Microsoft Excel Data Exchange
page 178
• Install the EBI ODBC driver
If you have a network printer, configure it.
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page 180
Done?
SETTING UP MICROSOFT EXCEL REPORTS
Setting up Microsoft Excel Data Exchange
Setting up Microsoft Excel Data Exchange (MEDE) for use with Microsoft Excel
Reports involves activating the Windows mngr account for use with MEDE.
Prerequisites
•
You have installed Microsoft Excel.
To set up Microsoft Excel Data Exchange
1
Log on using the Windows mngr account.
2
In Windows Explorer, browse to C:\Program Files\Honeywell\client\
xldataex folder and double-click the activatemede.vbs file.
Related topics
“Installing Microsoft Excel” on page 142
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7 – INSTALLING AND SETTING UP ASSOCIATED APPLICATIONS
Installing the EBI ODBC client
In order for a client application, such as Microsoft Access, to use the EBI ODBC
driver, the ODBC client must be installed on the same computer as the client
application.
If the client application is on the EBI server, you do not have to separately install
the ODBC client because it is installed as part of the EBI installation. However, if
the client application is on another computer, you must install the ODBC client on
that computer.
After installing the ODBC client, you have to configure the EBI ODBC driver.
See “Configuring the EBI ODBC driver” in the Configuration and
Administration Guide.
Prerequisites
•
The EBI DVD.
To install the ODBC client
1
Close any applications that are running.
2
Insert the EBI DVD into the DVD drive.
The Enterprise Buildings Integrator 410 start page automatically displays.
(You can also start the installation wizard from Windows Explorer. Browse to
the root folder on the DVD and double-click the setup.exe file.)
3
Click Installation.
The Welcome to the InstallShield Wizard for Enterprise Buildings
Integrator 410 page appears.
4
Click Next to continue. The Setup Type page appears.
5
Click Enterprise Buildings Integrator Client Setup.
6
The System Check Warning page appears.
Any possible installation issues are automatically detected, such as missing
software, configuration or hardware issues. Any critical issues must be
resolved before installation can proceed.
7
Click Custom on the Installation Type page.
8
Click Next to accept the default base installation directory, C:\Program
Files\Honeywell.
If you want to change the base installation directory, click the Browse button
and locate the base installation folder, click OK and then click Next.
9
Click Next to continue.
10 Select ODBC Client and click Next. (If necessary, you can also select other
applications, such as Station.)
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SETTING UP MICROSOFT EXCEL REPORTS
11 Enter the EBI server name and click Next to continue.
12 Review the settings you have selected, and then click Install to start installing
the EBI client applications.
13 When the installation is complete, click Finish. You will be prompted to
restart your computer. Click Yes to restart.
Related topics
“Checklist: Configuring the EBI ODBC driver” on page 137
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7 – INSTALLING AND SETTING UP ASSOCIATED APPLICATIONS
Configuring a printer
If you want to print Integrated Microsoft Excel reports to a network printer, you
must be logged on using the Windows mngr account when configuring that
printer. (Printers configured using other accounts cannot be used because the
connection to the network print queue will not always be visible to other accounts
on the same computer.)
Stop
You have completed this task. Return to the checklist that led to this task.
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CREATING AN ACCOUNT FOR THIRD-PARTY OPC CLIENTS
Creating an account for third-party OPC clients
If you have an EBI OPC server (data and/or alarm and event), you must create a
Windows account on the EBI server computer so that third-party OPC clients can
connect to the server computer. (The account must be added to the Users group.)
You must also configure DCOM security so that the account can access the EBI
OPC server via DCOM.
If the OPC client is on a remote computer, you must also set up the client
computer. See “Setting up a third-party OPC client or server”.
Prerequisites
•
The System Design form
•
You must be logged on as a Windows administrator.
To create an account for third-party OPC clients for Windows 7
1
Choose Start, right-click Computer and choose Manage.
The Computer Management console opens.
2
In the left pane, choose Local Users and Groups > Users.
3
Expand the Local Users and Groups item and then expand the Users item.
4
Choose Action > New User to display the New User dialog box.
5
Type the user name and password for the OPC Account, as specified in the
System Design form.
6
It is a good idea to type an appropriate Full Name and Description, such as
OPC Client.
7
Clear the User must change password at next logon check box and select
Password never expires.
8
Click Create to add the account.
9
Close the Computer Management dialog box.
To create an account for third-party OPC clients for Windows Server 2008
1
Choose Start > Administrative Tools > Computer Management.
2
Expand the Local Users and Groups item and then expand the Users item.
3
Choose Action > New User to display the New User dialog box.
4
Type the user name and password for the OPC Account, as specified in the
System Design form.
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7 – INSTALLING AND SETTING UP ASSOCIATED APPLICATIONS
5
It is a good idea to type an appropriate Full Name and Description, such as
OPC Client.
6
Clear the User must change password at next logon check box and select
Password never expires.
7
Click Create to add the account.
8
Close the Computer Management dialog box.
To create an account for third-party OPC clients for Windows Server 2003 or XP
1
In Windows Control Panel, open Administrative Tools.
2
Double-click Computer Management to display the Computer
Management dialog box.
3
Expand the Local Users and Groups item and then expand the Users item.
4
Choose Action > New User to display the New User dialog box.
5
Type the user name and password for the OPC Account, as specified in the
System Design form.
6
It is a good idea to type an appropriate Full Name and Description, such as
OPC Client.
7
Clear the User must change password at next logon check box and select
Password never expires.
8
Click Create to add the account.
9
Close the Computer Management dialog box.
Configuring DCOM security
To configure DCOM security
182
1
Choose Start and type run to open the Run dialog box.
2
Type dcomcnfg and click OK to open the Component Services dialog box.
3
Click Component Services, then Computers, My Computer and then
DCOM Config.
4
Select Honeywell OPC Server, right-click and click on Properties.
5
Click the Security tab.
6
In the Access Permissions section, select the Customize option and then
click Edit.
7
Click Add to add the account you have just created.
8
Repeat steps 6 and 7 for the Launch & Activation permissions.
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CREATING AN ACCOUNT FOR THIRD-PARTY OPC CLIENTS
9
Close the Component Services dialog box.
Stop
You have completed this task. Return to the checklist that led to this task.
Related topics
“System Design form” on page 15
“Setting up a third-party OPC client or server” on page 241
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7 – INSTALLING AND SETTING UP ASSOCIATED APPLICATIONS
Setting up a file server
A file server allows other computers to share its files over a network. EBI uses the
file-sharing capabilities of the Microsoft Windows Network.
EBI uses a file server to store displays and Quick Builder projects.
Tasks
Complete the tasks in the following order.
Task
Go to:
Set up the folder as a shared folder.
page 185
On each computer that needs access to the shared folder, page 186
assign a drive letter.
In the case of Station, specify the location of the shared
folder. For details, see “Configuring Station connection
properties” in the Configuration and Administration
Guide.
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Done?
SETTING UP A FILE SERVER
Setting up a shared folder
To set up a shared folder
1
Log on as a Windows administrator.
2
Start Windows Explorer and right-click the folder you want to share.
3
From the shortcut menu, choose Sharing and Security to open the property
page.
4
Click Share this folder.
5
Change the Share Name if you need a different one.
6
Set the maximum number of users that can simultaneously access the folder.
(See your System Administrator for an estimate of the anticipated number of
users logging on at the server at any one time.)
7
Set the permissions to determine which users are able to access the shared
folder. To set the permissions:
a. Click Permissions and a dialog box appears.
b. Click Add or Remove to set which users are able to access the folder.
c. In the Permissions area, in the Allow column make sure that Read is the
only option selected.
d. Click Apply, then click OK to close the dialog box.
8
Click Apply again, then click OK to share the folder and close the dialog box.
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7 – INSTALLING AND SETTING UP ASSOCIATED APPLICATIONS
Assigning a drive letter on a client computer to a shared folder
In order for a client computer to access files in a shared folder, you must assign a
drive letter to the shared folder.
To assign a drive letter
1
In Windows Explorer, choose Tools > Map Network Drive. The Map
Network Drive dialog box opens.
2
Select an unassigned letter from the Drive list.
3
Click Browse and select the computer and the shared folder and click OK.
4
Click Finish.
Stop
You have completed this task. Return to the checklist that led to this task.
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8
Connecting printers and
modems to the server
This section describes how to install peripherals, such as printers and modems.
To install a:
Go to:
Printer
page 188
Modem
page 196
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8 – CONNECTING PRINTERS AND MODEMS TO THE SERVER
Installing a printer
This section describes how to install a printer.
If you are installing an alarm printer, such as an Epson LQ 1070+ ESC P2, the
paper size is usually set to US Std Fanfold.
Prerequisites
•
A suitable printer.
•
You must be logged on as a Windows Administrator.
Tasks
Complete the tasks in the following order.
Task
Go to:
Connect the printer to the computer as specified by the
manufacturer.
Install the print driver.
Specify the location of the print job spool.
page 194
If this is an alarm/report printer and it is connected to a
computer other than the server, create a guest account.
page 195
Configure the printer as described in the “Printers”
section of the Configuration and Administration Guide.
188
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Done?
INSTALLING A PRINTER
Installing a printer driver
The procedure for installing a printer driver and setting up printers depends on the
printer connection and how it is to be used.
To install a printer driver for a:
Go to:
Local printer that is only used by that computer
page 189
Local printer that is used by other computers
page 190
Network-connected printer that has a suitable share name (That is, the
page 190
name does not contain more than 30 characters, and does not contain any
spaces.)
Network-connected printer that does not have a suitable share name.
page 192
Installing a printer driver for a local printer
This procedure is only applicable if the printer is connected to the computer, and
is only used by this computer.
To install the printer driver
1
Log on to the computer as a Windows administrator.
2
Choose Start > Control Panel > Hardware and Sound.
3
Click Add a Printer.
The Add Printer wizard appears. Click Next to continue.
4
Click Local Printer and click Next.
5
Select the port to which the printer is connected. Click Next to continue.
6
Click the printer manufacturer in the Manufacturers list.
7
Click the printer model in the Printers list, and then click Next.
8
Name the printer. The name cannot contain spaces, and must not contain more
than 30 characters.
9
Click Yes to use this printer as the default printer. Click Next to continue.
10 Specify whether or not the printer can be shared by other network users then
click Next.
11 Specify Location and Comment if the printer is shared and click Next.
12 Click Yes to print a test page and click Next.
13 Check the information is correct and click Finish to finish installing the
printer.
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8 – CONNECTING PRINTERS AND MODEMS TO THE SERVER
Installing a printer driver for a local shared printer
This procedure is only applicable if the printer is connected to the computer, and
it is shared by other computers.
To install the printer driver
1
Log on to the computer as a Windows Administrator.
2
Depending on your operating system, do one of the following:
•
For Windows Server 2008 or Windows 7, choose Start > Control Panel >
Hardware and Sound.
•
For Windows Server 2003 or Windows XP, choose Start > Settings >
Printers and Faxes.
3
Click the Add a Printer.
The Add Printer wizard appears. Click Next to continue.
4
Click Local Printer and click Next.
5
Select the port to which the printer is connected. Click Next to continue.
6
Click the printer manufacturer in the Manufacturers list.
7
Click the printer model in the Printers file, and then click Next.
8
Name the printer. The name cannot contain spaces, and must not contain more
than 30 characters.
9
Click Yes to use this printer as the default printer. Click Next to continue.
10 Click Share name, type the printer share name, and then click Next.
11 If you want to, specify Location and Comments.
12 Click Next.
13 Click Yes to print a test page and then click Next.
14 Check the information is correct and click Finish to finish installing the
printer.
Installing a printer driver for a shared network printer (with a suitable
share name)
This procedure is only applicable if the printer is connected directly to the
network, and the current share name does not contain spaces or more than 30
characters. (If this is not the case, see “Installing a printer driver for a shared
network printer (whose existing share name is unsuitable)” on page 192.)
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INSTALLING A PRINTER
To install the printer driver
1
Log on to the computer as a Windows administrator.
2
Depending on your operating system, do one of the following:
•
For Windows Server 2008 or Windows 7, choose Start > Control Panel >
Hardware and Sound.
•
For Windows Server 2003 or Windows XP, choose Start > Settings >
Printers and Faxes.
3
Click the Add a Printer.
The Add Printer wizard appears. Click Next to continue.
4
Click Network Printer and click Next.
5
Click Next to browse a list of shared printers on the network.
6
Select the printer you want to add and click Next.
7
Specify whether or not you want the network printer to be the default and
click Next.
EBI does not require the printer to be the default. However, if it is your only
printer, and you want to print screen dumps, you must make it the default
printer.
8
Check the information is correct and click Finish to complete the installation.
To set the paper size
1
Depending on your operating system, do one of the following:
•
For Windows Server 2008 or Windows 7, choose Start > Control Panel >
Hardware and Sound.
•
For Windows Server 2003 or Windows XP, choose Start > Settings >
Printers and Faxes.
2
Click Printers.
3
Right-click the printer name and choose Printing Preferences.
4
Click Advanced.
5
Select the correct paper size and click OK.
6
On the Layout tab, select the orientation: Portrait, Landscape, or Rotated.
7
Click Apply and then click OK to close the Printing Preferences dialog box.
191
8 – CONNECTING PRINTERS AND MODEMS TO THE SERVER
Installing a printer driver for a shared network printer (whose existing
share name is unsuitable)
This procedure is only applicable if the printer’s current share name contains
spaces or more than 30 characters. (If this is not the case, see “Installing a printer
driver for a shared network printer (with a suitable share name)”)
To install the printer driver
1
Log on to the computer as a Windows Administrator.
2
Depending on your operating system, do one of the following:
•
For Windows Server 2008 or Windows 7, choose Start > Control Panel >
Hardware and Sound.
•
For Windows Server 2003 or Windows XP, choose Start > Settings >
Printers and Faxes.
3
Click the Add a Printer.
The Add Printer wizard appears. Click Next to continue.
4
Click Local Printer and click Next.
5
Click Create a new port, click Local Port in the Type of Port list and click
Next.
6
Type the full network UNC pathname for the printer in the Port Name dialog
box and click OK.
7
Click the printer manufacturer in the Manufacturers list.
8
Click the printer model in the Printers list, and then click Next.
9
Name the printer. The name cannot contain spaces, and must not contain more
than 30 characters.
10 Specify whether or not you want the printer to be the default and click Next.
EBI does not require the printer to be the default. However, if it is your only
printer, and you want to print screen dumps, you must make it the default
printer.
11 Click Do not share this printer and click Next.
12 Specify Location and Comments, if required.
13 Click Next.
14 Click Yes to print a test page and click Next.
15 Check the information is correct and click Finish to finish installing the
printer.
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INSTALLING A PRINTER
To set the paper size
1
Depending on your operating system, do one of the following:
•
For Windows Server 2008 or Windows 7, choose Start > Control Panel >
Hardware and Sound.
•
For Windows Server 2003 or Windows XP, choose Start > Settings >
Printers and Faxes.
2
Click Printers.
3
Right-click the printer name and choose Printing Preferences.
4
Click Advanced.
5
Select the correct paper size and click OK.
6
On the Layout tab, select the orientation: Portrait, Landscape, or Rotated.
7
Click Apply and then click OK to close the Printing Preferences dialog box.
193
8 – CONNECTING PRINTERS AND MODEMS TO THE SERVER
Setting up the Print Job Spool folder
When you install a printer, Windows creates a folder to temporarily store print
jobs before sending them to the printer. By default, the folder is %windir%\
System32\Spool\Printers.
To change the spool folder for Windows 7
1
Choose Start > Control Panel > Hardware and Sound.
2
Click Devices and Printers.
3
Click any printer and then click Printer Server Properties.
4
Click the Advanced tab.
5
Click Change Advanced Settings.
6
In the Spool folder box, type a path for the print spool folder that is not in the
primary partition.
7
Click Apply, then click OK to save your changes.
To change the spool folder for Windows Server 2008
1
Choose Start > Control Panel > Hardware and Sound.
2
Click Printers.
3
Click Server Properties.
4
Click the Advanced tab.
5
Click Change Advanced Settings.
6
In the Spool folder box, type a path for the print spool folder that is not in the
primary partition.
7
Click Apply, then click OK to save your changes.
To change the spool folder for Windows Server 2003 or Windows XP
194
1
Choose Start > Settings > Printers and Faxes.
2
Choose File > Server Properties and click the Advanced tab.
3
Type a path for the print spool folder that is not in the primary partition.
4
Click Apply, then click OK to save your changes.
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INSTALLING A PRINTER
Creating a Guest account
When printing alarms, events, or reports on a printer that is connected to a
computer other than the server, network security becomes a factor. This is
because EBI runs under the Windows mngr account. When EBI attempts to print
via another computer, it logs into that computer using this account and associated
password. The print job will fail if the login fails.
To ensure that security does not become an issue when printing, you must create a
“guest” account on the other computer called, mngr. If this account is only used
for printing, you can set it up for only printing privileges.
Stop
You have completed this task. Return to the checklist that led to this task.
195
8 – CONNECTING PRINTERS AND MODEMS TO THE SERVER
Installing a modem
This section describes how to install a modem.
You can set up a modem for either:
•
Microsoft Remote Access Service (RAS) and a virtual network connection.
This is the primary way, and can be used by any client computer, regardless of
the application it is running (Station, Quick Builder, and so on.).
•
Alarm Pager.
If you want to set up remote access as well as alarm paging, two modems need to
be installed on separate COM ports. For details, see “Configuring alarm paging
for pagers” in the Configuration and Administration Guide.
If you have problems, see the “Modems” section.
Prerequisites
•
Modem
•
Appropriate modem cables, as shown in the following figures.
Figure 1 Cable for a Computer with a 9-pin COM Port
Computer DB9
1
2
3
4
5
6
7
8
9
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Modem DB25
8
3
2
20
7
6
4
5
22
INSTALLING A MODEM
Figure 2 Cable for a Computer with a 25-pin COM Port
Computer DB25
2
3
4
5
6
7
8
20
22
Modem DB25
2
3
4
5
6
7
8
20
22
Tasks
Complete the tasks in the following order.
Task
Go to:
Set up the modem.
page 198
Set up the modem connection.
page 199
Done?
Related topics
“Modems” on page 427
“Alarm paging for pagers” on page 107
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8 – CONNECTING PRINTERS AND MODEMS TO THE SERVER
Setting up the modem
The server modem is configured as the “dumb” modem and the client computer
modem is configured as the “active” modem.
To set up the modem
1
Set the DIP switch settings as shown in the following figures.
Figure 3 NetComm M7F DIP Switch Settings
Server
Client
ON
ON
OFF
1
2
3
4
5
6
OFF
1
2
3
4
5
6
Figure 4 Sportster DIP Switch Settings
Server
Client
ON
ON
OFF
OFF
1
2
2
3
4
5
6
7
8
1
2
3
4
5
6
7
8
Connect the modem to the computer’s COM port using the modem cable, and
switch on the modem.
Modem connection
Tasks
Complete the tasks in the following order.
198
Task
Go to:
Set up the connection.
page 199
Configure RAS
page 200
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Done?
INSTALLING A MODEM
Task
Go to:
Done?
Add a remote user on:
• Windows Server 2008
page 202
• Windows Server 7
page 202
• Windows Server 2003
page 203
• Windows XP
page 203
Setting up the modem connection
To set up the modem connection for Windows Server 2008
1
Make sure the modem is connected to the computer and switched on, because
Windows searches for any modem connected during install.
2
Choose Start > Control Panel > Hardware and Sound and click Phone and
Modem Options.
3
Click the Modems tab.
4
Click Add.
If you want to select your modem, select Don’t Detect my Modem; l will
select it from a list.
5
Click Next.
Windows takes about a minute to search for your modem.
If Windows finds a modem, Windows will query it and its lights will blink as
Windows and the modem communicate with each other.
6
Click Next to accept the modem.
7
Select the port you want to install the modem on and click Next.
The modem is now installed.
8
Click Finish.
9
Click OK to close the Phone and Modem Options dialog box.
To set up the modem connection for Windows 7
1
Make sure the modem is connected to the computer and switched on, because
Windows searches for any modem connected during install.
2
Choose Start > Control Panel.
3
From the View by list, click Small icons.
4
Click Phone and Modem.
5
Click the Modems tab.
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8 – CONNECTING PRINTERS AND MODEMS TO THE SERVER
6
Click Add.
If you want to select your modem, select Don’t Detect my Modem; l will
select it from a list.
7
Click Next.
Windows takes about a minute to search for your modem.
If Windows finds a modem, Windows will query it and its lights will blink as
Windows and the modem communicate with each other.
8
Click Next to accept the modem.
9
Select the port you want to install the modem on and click Next.
The modem is now installed.
10 Click Finish.
11 Click OK to close the Phone and Modem Options dialog box.
To set up the modem connection on Windows Server 2003 or Windows XP
1
Make sure the modem is connected to the computer and switched on, because
Windows searches for any modem connected during install.
2
In Windows Control Panel, open Phone and Modem Options.
3
Click the Modems tab.
4
Select Add.
If you want to select your modem, select Don’t Detect my Modem; l will
select it from a list.
5
Click Next.
Windows takes about a minute to search for your modem.
If Windows finds a modem, Windows will query it and its lights will blink as
Windows and the modem communicate with each other.
6
Click Next to accept the modem.
7
Select the port you want to install the modem on and click Next.
The modem is now installed.
8
Click Finish.
9
Click OK to close the Phone and Modem Options dialog box.
Configuring RAS
To configure RAS as a server on Windows 7
1
200
Choose Start > Control Panel. Under Network and Internet, click View
network status and tasks.
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INSTALLING A MODEM
2
In the left pane, click Change adapter settings.
3
Press ALT and choose File > New Incoming Connections.
4
Select the user accounts that you want to connect to this computer and click
Next.
5
Select the modem to be used to connect to this computer and click Next.
6
Select Internet Protocol (TCP/IP) and click Properties.
7
Assign the TCP/IP addresses, click OK and then click Next.
8
Click Allow access.
To configure RAS as a server on Windows XP
1
Choose Start > Settings > Network Connections.
2
Double-click the Create a new connection icon. The New Connection
wizard starts.
3
Click Next.
4
Select Set up an advanced connection.
5
Select Accept incoming connections, click Next.
6
Select the modem and click Next.
7
Select Do not allow virtual private connections and click Next.
8
Select the users allowed to connect and click Next.
9
Select Internet Protocol (TCP/IP) and click Properties.
10 Assign the TCP/IP addresses, click OK and then click Next.
11 Click Finish.
To configure a RAS client on Windows 7
1
Choose Start > Control Panel > Network and Internet and click Network
and Sharing Center.
2
Click Set up a connection or network.
3
Click Set up a dial-up connection and click Next.
4
Type the phone number, user name and password as appropriate.
5
In the Connection name box, type a name for this connection.
6
Click Create.
To configure a RAS client on Windows XP
1
Choose Start > Settings > Network Connections.
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8 – CONNECTING PRINTERS AND MODEMS TO THE SERVER
2
Double-click the Create a new connection icon. The New Connection wizard
starts.
3
Click Next.
4
Click Connect to the network at my workplace.
5
Click Dial-up connection, and click Next.
6
Type a name for the connection.
7
Type the phone number and click Next.
8
Select the appropriate connection availability, and click Next.
9
Click Finish.
10 In Windows Control Panel, open Network Connections and select the dial-up
connection.
11 From the File menu, choose Properties and make any changes that are
required.
Adding a Remote User on Windows Server 2008
To add the remote user
1
Choose Start > Administrative Tools > Computer Management.
2
Click the Users folder from Local Users and Groups and choose Action >
New User.
3
Type the Username and Password as specified in the System Design form.
4
Select User cannot change password at next logon and Password never
expires.
5
Click Create and then click Close.
6
Double-click the new user’s name to open the Properties dialog box.
7
Click the Dial-in tab, and select Allow access.
8
Click OK to finish.
Adding a Remote User on Windows 7
To add the remote user
202
1
Choose Start, right-click Computer and choose Manage.
2
Click the Users folder from Local Users and Groups and choose Action >
New User.
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INSTALLING A MODEM
3
Type the Username and Password as specified in the System Design form.
4
Select User cannot change password at next logon and Password never
expires.
5
Click Create and then click Close.
Stop
You have completed this task. Return to the checklist that led to this task.
Adding a Remote User on Windows Server 2003
To add the remote user
1
In Windows Control Panel, open Administrative Tools and double-click
Computer Management.
2
Click the Users folder from Local Users and Groups and choose Action >
New User.
3
Type the Username and Password as specified in the System Design form.
4
Select User cannot change password at next logon and Password never
expires.
5
Click Create and then click Close.
6
Double-click the new user’s name to open the Properties dialog box.
7
Click the Dialin tab, and select Allow access.
8
Click OK to finish.
Adding a Remote User on Windows XP
To add the remote user
1
In Windows Control Panel, open Administrative Tools and double-click
Computer Management.
2
Click the Users folder from Local Users and Groups and choose Action >
New User.
3
Type the Username and Password as specified in the System Design form.
4
Select User cannot change password at next logon and Password never
expires.
5
Click Create and then click Close.
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8 – CONNECTING PRINTERS AND MODEMS TO THE SERVER
204
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Supplementary tasks
9
This section contains supplementary tasks that are either part of a checklist, or can
be completed, if required, after an installation.
205
9 – SUPPLEMENTARY TASKS
Starting and stopping the EBI server
This section describes how to stop or start the EBI server.
To stop the EBI server
1
Choose Start > All Programs > Enterprise Buildings Integrator Server >
Start-Stop Enterprise Buildings Integrator Server. The EBI Server dialog
box opens.
2
If the EBI Server dialog box is displayed in simple mode, click the
on the title bar, and choose Advanced > Full Mode.
icon
Mode
Simple
Full
3
There are three stop modes available in Full mode: Database Unloaded,
Database & Daemons, and Database Only.
Select the stop mode specified by the current task.
4
If prompted, click Yes to confirm the action.
Wait for the server to stop. This may take several minutes.
Stop
You have completed this task. Return to the checklist that led to this task.
To start the EBI server
206
1
Choose Start > All Programs > Enterprise Buildings Integrator Server >
Start-Stop Enterprise Buildings Integrator Server. The EBI Server dialog
box opens.
2
If the EBI Server dialog box is displayed in simple mode, click the
on the title bar, and choose Advanced > Full Mode.
3
To start the EBI server, select System Running.
4
If prompted, click Yes to confirm the action.
Wait for the server start. This may take several minutes.
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icon
STARTING AND STOPPING THE EBI SERVER
Stop
You have completed this task. Return to the checklist that led to this task.
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9 – SUPPLEMENTARY TASKS
Stopping EBI services
This section describes how to stop the EBI-related services on a server.
Caution
Manually stopping EBI-related services without using the Start-Stop EBI Server
application may cause the EBI system to become unstable. You should manually stop
EBI-related services only when instructed by your local Honeywell Technical Assistance
Center.
208
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STOPPING EBI SERVICES
Displaying the Computer Management Services Console
To display the Computer Management Services Console on Windows Server 2003
and Windows XP
1
Click Start, right-click My Computer and choose Manage.
2
Expand Services and Applications and click Services.
To display the Computer Management Services Console on Windows Server 2008
1
Click Start, right-click Computer and choose Manage.
2
Expand Configuration and click Services.
To display the Computer Management Services Console on Windows 7
1
Click Start, right-click Computer and choose Manage.
2
Expand Services and Applications and click Services.
Results
The services are displayed on the right pane of the console. Most EBI-related
process names are prefixed with “EBI”.
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9 – SUPPLEMENTARY TASKS
Stopping RSLinx
The system tray is the area on the Windows operating system task bar displaying
the time. To left side of the time, there are one or more icons displayed.
To stop RSLinx
210
1
Click the RSLinx icon in the system tray to display the RSLinx application.
2
Choose File > Exit and Shutdown.
3
When the “Shutdown RSLinx anyway?” message dialog box is displayed,
click Yes.
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MAKING CHANGES AFTER INSTALLATION
Making changes after installation
To:
Go to:
Change the license
page 212
Adding new or reinstalling EBI components
page 214
Change the default History archive and Event archiving folders
page 213
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9 – SUPPLEMENTARY TASKS
Changing the EBI license
This section describes how to change the EBI license.
Some major license changes require you to install components from the EBI
DVD. You are notified you if this is the case. You should also check whether you
need to reapply an service packs or cumulative updates for the components you
have added to your system.
If you have a redundant server system, you have to perform this procedure on
each server.
Prerequisites
•
The EBI DVD.
•
The new EBI license.
•
You have backed up the database, especially if the database size is being
changed.
To change the EBI license
1
Log on to the server as a Windows administrator.
2
Choose Start > All Programs > Enterprise Buildings Integrator > EBI
Configuration Panel.
3
Click View or Change License.
4
Click Change License.
5
Type in the System number and the Authorization number, as specified in
your EBI license and click OK.
6
If you need to install additional components, insert the EBI DVD.
7
Click Modify to continue.
8
Click Add/Remove components and follow the wizard to install the
additional components.
9
If required reapply any service packs or cumulative updates.
Stop
You have completed this task. Return to the checklist that led to this task.
Related topics
“Starting and stopping the EBI server” on page 206
212
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MAKING CHANGES AFTER INSTALLATION
Changing the default History Archive folders
The History Archive folder can be modified after installation using the EBI
Server Configuration Panel. For more information about the Configuration Panel,
see “Configuration Panel” in the Configuration and Administration Guide.
To change the default History archive folder
1
Log on to the server as a Windows administrator.
2
Stop the EBI server.
3
Choose Start > Programs > Enterprise Buildings Integrator > EBI
Configuration Panel to open the EBI Server Configuration Panel.
4
Next to the History archive directory, click Browse.
5
Locate the new archive folder and click OK.
6
Click OK to close the Configuration Panel.
7
Restart the EBI server.
Related topics
“Starting and stopping the EBI server” on page 206
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9 – SUPPLEMENTARY TASKS
Adding new or reinstalling EBI components
Adding or reinstalling EBI components involves stopping EBI, and turning the
computer off and then back on.
Prerequisites
•
The EBI DVD.
To install new EBI components or reinstall existing components
1
Log on to the server as a Windows administrator.
2
Stop the EBI server.
3
Insert the EBI DVD.
The EBI Installation startup screen appears.
If the startup screen does not appear, in Windows Explorer navigate to the
DVD drive and double-click setup.exe.
4
Click Modify.
5
Click Next to continue.
The Program Maintenance page appears.
6
Select Add Components and then click Next.
7
The System Check Warning page appears. Click Next.
8
Select the EBI components you want to add or reinstall and then click Next.
9
Review the components you want to add or reinstall and click Install.
10 Restart the computer so that the changes take effect.
Stop
You have completed this task. Return to the checklist that led to this task.
Related topics
“Starting and stopping the EBI server” on page 206
214
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CONFIGURING THE DATABASE SETUP
Configuring the database setup
After installing EBI, you can adjust the database sizing for history samples and
other non-licensed items to meet your system’s requirements.
To:
Go to:
Adjust history retention
page 216
Adjust sizing for non-licensed items
page 218
Check the maximum number of points and card readers allowed by your page 219
license
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9 – SUPPLEMENTARY TASKS
Adjusting history retention
You can adjust history retention periods, including the duration and number of
samples, with the sysbld utility. For details about this utility, see “sysbld” in the
“Command Reference” section of the Configuration and Administration Guide.
History types
When you configure a point you can choose to store up to three types of history
(standard, extended and fast) for each point parameter. The following table
describes the type of samples taken for each history type. The default retention
period refers to the length of time before old history samples are discarded from
the online history files.
You can configure the number of history samples retained after installation. The
maximum number of samples that can be collected is 100,000, providing you
have enough disk space.
History type
Sample(s) taken
Default retention period
Duration
Standard
Extended
Fast History
Number of samples
1-minute snapshot
24 hours
1442
6-minute average
7 days
1682
1-hour average
7 days
170
8-hour average
3 months
281
24-hour average
1 year
368
1-hour snapshot
7 days
170
8-hour snapshot
3 months
281
24-hour snapshot
1 year
368
Snapshots taken at intervals
2 hours to 8652
between 1 and 30 seconds (interval 72 hours
specified during installation)
The following table lists the default and maximum number of parameters for
which history can be recorded.
216
History type
Default number of point parameters
Maximum number of point
parameters
Standard
Equal to the number of points or
2000 (whichever is smaller)
100000
Extended
200
100000
Fast History
100
100000
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CONFIGURING THE DATABASE SETUP
Calculating disk space requirements for History
The following formula allows you to calculate the disk space requirements (in
bytes) for the EBI history files.
(N1+N2+N3+N4+N5+2)*PS*4+(N6+2)*PF*4+(N7+N8+N9+2)*PE*4
where:
Part
Description
PS
The number of point parameters that can be assigned to standard history.
PF
The number of point parameters that can be assigned to fast history.
PE
The number of point parameters that can be assigned to extended history.
N1 to N5
The number of samples of history retained for each of the standard history
intervals.
N6
The number of samples of history retained for the fast history interval.
N7 to N9
The number of samples of history retained for the extended history.
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9 – SUPPLEMENTARY TASKS
Adjusting sizing of non-licensed items
You can adjust the sizing of non-licensed items, so that the sizing meets your
needs, with the sysbld utility. The following table lists the non-licensed items
whose sizing you can adjust. For details about this utility, see “sysbld” in the
“Command Reference” section of the Configuration and Administration Guide.
Attention Because some of non-licensed items affect disk space and memory
requirements, you need to take care when setting their sizes.
Item
Default
number
Max number
Additional disk space
required/item (kilobytes)
Printer connections
50
50
0
Controller channels
97
97
0
Controllers
100
255
0
Algorithm blocks
6000
6000
0
Assignable locations
1000
1000
0
Dynamic objects on named
displays
300
300
0
Trends
3000
3000
0
Groups
16000
16000
0
Reports
1000
1000
0
Point control schedules
1000
1000
0
Operators
400
1000
0
Concurrent alarms
2000
2000
0
Concurrent messages
1000
1000
0
Event Summary
32000
327671
0.25
Number of user files
3
150
User defined
Number of application tasks 80
80
0
Point lists
2000
0
2000
1. The maximum configurable size of the online Event Summary.
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CONFIGURING THE DATABASE SETUP
Determining how many points you can configure
The following table lists the maximum number of points and card readers you can
configure for each database size. (You can find the maximum number of points on
your software license certificate.)
Database size
Maximum number of points
Maximum number of card readers
1
250
12
2
500
24
3
1000
36
4
2000
48
5
3500
64
6
5000
80
7
7500
120
8
10000
256
9
15000
512
10
20000
1024
11
30000
2000
12
40000
2000
13
63000
2000
Stop
You have completed this task. Return to the checklist that led to this task.
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9 – SUPPLEMENTARY TASKS
Synchronizing the date and time
If you have redundant servers or a DSA system, you must synchronize the date
and time on the servers to ensure that all dates/times associated with events in the
database are consistent.
In the case of redundant servers, the primary server is used as the time source and
the backup server is configured to synchronize with the primary server.
In the case of distributed servers, you need to take into account the local time if
they are in different time zones. For example, if one server is in a time zone that is
one hour ahead of the other server(s), then its time must be set so that it is exactly
one hour ahead of the other server(s).
Take note of the following considerations when synchronizing the date and time:
•
If the servers are members of a Windows domain, the servers can synchronize
time with a domain controller.
•
If you are using a domain controller as a time source, you only need to ensure
that the Windows Time server on each server is set to automatic startup.
•
To configure the backup server so that it synchronizes with the primary server,
you need to run the Microsoft Time Service application on the backup server.
•
For redundancy, if you use the setupredun.vbs script, time sources will be
set up for you, that is, the script will set up the A server as the primary time
source and the B server as the other one. For more information, see “Running
setupredun.vbs” in the Configuration and Administration Guide. For DSA,
you should still use the settimesource.vbs script.
To set up the local or primary server as a time source
1
Choose Start > Run and run settimesource.vbs.
The settimesource file is located in the Program Files\Honeywell\
server\run folder.
This program enables the server to set up as a time source, and is silent if
successful.
To synchronize the time on the remote or backup server
1
220
On the remote or backup server, choose Start > Run and run:
settimesource.vbs primaryname
The settimesource file is located in the Program Files\Honeywell\
server\run folder.
Primaryname is the machine name of the local or primary server.
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SYNCHRONIZING THE DATE AND TIME
Stop
You have completed this task. Return to the checklist that led to this task.
221
9 – SUPPLEMENTARY TASKS
Moving the RSLinx activation file
This section describes how to move the activation file (evrsi.sys) either from
the RSLinx Master diskette to the computer’s hard drive, or from the computer’s
hard drive back to the RSLinx Master diskette.
RSLinx requires this activation file for the software to operate as the OEM
version, rather than the Lite version. To support EBI systems that communicate
using Ethernet, the RSLinx version must be OEM. Therefore, you must follow
this procedure if you need to upgrade RSLinx from the Lite version to the OEM
version.
If the activation file is already present on the computer’s hard drive when you
install RSLinx, the application will operate as the OEM version.
Take note of the following considerations:
•
If you ever have to reformat your computer’s hard drive, you must move the
activation file to the RSLinx Master diskette before you reformat the
computer’s hard drive.
•
Do not manually copy or move the evrsi.sys file. Moving or coping the
evrsi.sys file will disable the OEM version of RSLinx. Always use the
EVMOVE.EXE application to move the evrsi.sys file.
•
If the evrsi.sys file is corrupted, or if you manually move it, and the RSLinx
application runs as the Lite version, rather than the OEM version, you can
visit the Rockwell Automation Web site (http://
support.rockwellautomation.com/resetcodes/) to recover the RSLinx
activation.
Prerequisites
•
RSLinx Master diskette.
•
Ensure that you shut down all EBI server and RSLinx services before you
remove the activation file.
To move the RSLinx activation files
1
Choose Start > Programs > Rockwell Software > RSLinx > RSLinx to
open the RSLinx application.
2
Check the title in the RSLinx dialog box.
3
If the title displays “RSLinx Lite”:
a. Choose File > Exit.
b. Return to the checklist that led to this task.
4
222
If the title displays “RSLinx OEM”, choose File > Exit.
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MOVING THE RSLINX ACTIVATION FILE
5
Stop the RSLinx service. See “Stopping RSLinx” on page 210.
6
Stop the EBI server. See “Starting and stopping the EBI server” on page 206.
7
Insert the RSLinx Master diskette into drive A.
8
In Windows Explorer, browse to drive A and double-click evmove.exe.
9
Select the From Drive and the To Drive.
If you are preparing for an upgrade, select C: in the From Drive and select A:
in the To Drive.
If you are activating a new installation of RSLinx, select A: in the From
Drive and select C: in the To Drive.
10 Click OK to initiate the move.
11 Click Move to move the activation file.
12 When a successful message dialog box is displayed, click OK.
13 Remove the Master diskette from drive A and store it in a safe place.
Stop
You have completed this task. Return to the checklist that led to this task.
Related topics
“Stopping RSLinx” on page 210
“Starting and stopping the EBI server” on page 206
223
9 – SUPPLEMENTARY TASKS
224
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Preparing a client computer
10
This section describes how prepare a client computer so that it is suitable for EBI
client applications, such as Station and Quick Builder, or for third-party
applications such as OPC clients/servers.
Attention Only complete a task in this section if you are instructed to do so by the
appropriate checklist.
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10 – PREPARING A CLIENT COMPUTER
Updating the computer’s hosts file
You must identify each communications link to the EBI server(s) in the
computer’s hosts file.
The hosts file is %SystemRoot%\system32\drivers\etc\hosts, where
%SystemRoot% is normally c:\windows.
Use Windows Notepad or a similar text editing tool to update the file.
The following examples show typical system configurations, and the required
entries.
Non-redundant server system
Client hsclnt
Server hsserv
Assume the server addresses is 192.168.0.1.
The hosts file of the client computer would therefore include the following:
127.0.0.1 localhost
192.168.0.1 hsserv
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UPDATING THE COMPUTER’S HOSTS FILE
Redundant server system
Client
hsclnt
Primary Server
hsserva
Backup Server
hsservb
Assume the server addresses are:
•
192.168.0.1
for hsserva
•
192.168.0.2
for hsservb
The hosts file of the client computer would therefore include the following:
127.0.0.1 localhost
192.168.0.1 hsserva
192.168.1.2 hsservb
Stop
You have completed this task. Return to the checklist that led to this task.
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10 – PREPARING A CLIENT COMPUTER
228
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Installing applications on a
client computer
11
This section describes how to install EBI client applications (such as Station and
Quick Builder) and third-party applications (such as OPC clients/servers) on a
client computer.
Attention Only complete a task in this section if you are instructed to do so by the
appropriate checklist.
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11 – INSTALLING APPLICATIONS ON A CLIENT COMPUTER
Installing EBI client applications
This section describes how to install EBI client applications, such as Station and
Quick Builder, on a client computer. A Client install only installs client
subsystems.
Typical and Custom client applications installation types
There are two types of client application installation available:
•
A Typical installation will install EBI Station and HMIWeb Display Builder
only. All settings are automatically configured and they may be changed after
install using the EBI Configuration Panel. For more information about the
Configuration Panel, see “Configuration Panel” in the Configuration and
Administration Guide.
•
A Custom installation allows you to select from a set of available options for a
particular installation. All subsystems in a Client install are optional, but at
least one subsystem must be installed.
Typical installation of the EBI client applications
Prerequisites
•
The EBI DVD.
•
The System Design form.
•
If required, Microsoft Office 2007 is installed. To avoid compatibility issues
with ActiveX documents embedded in custom displays, ensure that Microsoft
Office 2007 is installed before installing Station.
To perform a Typical installation of EBI client applications
230
1
Close any applications that are running.
2
Insert the EBI DVD into the DVD drive.
The Enterprise Buildings Integrator 410 start page automatically appears.
(You can also start the installation wizard from Windows Explorer. Browse to
the root folder on the DVD and double-click the setup.exe file.)
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INSTALLING EBI CLIENT APPLICATIONS
3
If you are required to install some prerequisite software, click Install
Prerequisite Software.
Your system is checked for certain software that is required by the EBI
installation wizard. If you are required to install the prerequisite software, all
other installation options appear “grayed out”.
If all other installation options are available, then go to step 5.
4
Follow the prompts to install the prerequisite software and restart your
computer when requested.
5
Click Installation.
Several applications, including InstallShield Scripting Engine and .NET, are
installed automatically, if they are not detected on the client computer.
The Welcome to the InstallShield Wizard for Enterprise Buildings
Integrator 410 page appears.
6
Click Next to continue. The Setup Type page appears.
7
Click Enterprise Buildings Integrator client.
8
The System Check Warning page appears.
Any possible installation issues are automatically detected, such as missing
software, configuration or hardware issues. Any Critical Issues must be
resolved before installation can proceed. Click Next to continue.
9
Click Typical Install on the Installation Type page to install Station and
HMIWeb Display Builder.
10 Click Next to accept the default base installation directory, C:\Program
Files\Honeywell.
If you want to change the base installation directory, click the Browse button
and locate the base installation folder, click OK and then click Next.
11 Enter the EBI server name that the client will be connecting to by default and
click Next to continue.
12 Review the settings you have selected, and then click Install to start installing
the EBI client applications.
13 When the installation is complete, click Finish. You will be prompted to
restart your computer. Click Yes to restart.
Related topics
“Filling in the System Design form” on page 19
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11 – INSTALLING APPLICATIONS ON A CLIENT COMPUTER
Custom installation of the EBI client applications
Prerequisites
•
The EBI DVD.
•
The System Design form.
•
If required, Microsoft Office 2007 is installed. (To avoid compatibility issues
with ActiveX documents embedded in custom displays, ensure that Microsoft
Office 2007 is installed before installing Station.)
To Custom install EBI client applications
232
1
Close any applications that are running.
2
Insert the EBI DVD into the DVD drive.
The Enterprise Buildings Integrator 410 start page automatically displays.
(You can also start the installation wizard from Windows Explorer. Browse to
the root folder on the DVD and double-click the setup.exe file.)
3
If you are required to install some prerequisite software, click Install
Prerequisite Software.
Your system is checked for certain software that is required by the EBI
installation wizard. If you are required to install the prerequisite software, all
other installation options appear “grayed out”.
If all other installation options are available, then go to step 5.
4
Follow the prompts to install the prerequisite software and restart your
computer when requested.
5
Click Installation.
Several applications, including InstallShield Scripting Engine and .NET, are
installed automatically, if they are not detected on the client computer.
The Welcome to the InstallShield Wizard for Enterprise Buildings
Integrator 410 page appears.
6
Click Next to continue. The Setup Type page appears.
7
Click Enterprise Buildings Integrator client.
8
The System Check Warning page appears.
Any possible installation issues are automatically detected, such as missing
software, configuration or hardware issues. Any Critical Issues must be
resolved before installation can proceed. Click Next to continue.
9
Click Custom on the Installation Type page.
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INSTALLING EBI CLIENT APPLICATIONS
10 Click Next to accept the default base installation directory, C:\Program
Files\Honeywell.
If you want to change the base installation directory, click the Browse button
and locate the base installation folder, click OK and then click Next.
11 Select the EBI Client options you want to install.
If an option has an asterisk (*) next to it, a license for this option is required on
the EBI server.
12 Click Next to continue.
13 If you chose the OPC Server Connect client installation option, type the
password for the Windows mngr account in the Password box, as specified in
the System Design form. Confirm the password by typing it again in the
Confirm Password box and then click Next.
14 If you chose the Microsoft Excel Data Exchange client installation option,
click Yes in the MEDE Choice page if you want to allow Microsoft Excel
Data Exchange to write to the EBI database. Click Next to continue.
15 The Station Choice page appears. Click Yes if the station is to be used as the
primary monitoring or control point for a UL Listed Fire, Security or Smoke
Control System.
16 Enter the EBI server name that the client installation will be connecting to by
default. Click Next to continue.
17 Review the settings you have selected, and then click Install to start installing
the EBI client applications.
18 When the installation is complete, click Finish. You will be prompted to
restart your computer. Click Yes to restart.
Stop
You have completed this task. Return to the checklist that led to this task.
Related topics
“Filling in the System Design form” on page 19
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11 – INSTALLING APPLICATIONS ON A CLIENT COMPUTER
Adding Windows accounts to the Honeywell Station
Users group
If you have installed Station, HMIWeb Display Builder, or Quick Builder on a
computer with Windows Vista, Windows Server 2008, or Windows 7, you must
add Windows user accounts for the users of these applications to the Honeywell
Station Users group that was created during installation.
You require administrative privileges to perform this task.
To add an account to the Honeywell Station Users group
1
Click Start and in the Start search box type mmc.
The Microsoft Management Console opens.
2
Choose File > Add/Remove Snap-in.
The Add/Remove Snap-in dialog box opens.
3
In the Available Snap-ins list, click Local Users and Groups and click Add.
4
Click OK.
5
Click the Groups folder.
6
In the list of groups, double-click Honeywell Station Users.
The Properties dialog box opens.
7
Click Add.
The Select Users Computer, or Groups dialog box opens.
8
Type the names of the users you want to add to the group and click Check
Names.
9
Click OK.
Stop
You have completed this task. Return to the checklist that led to this task.
234
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CONFIGURING A STATION FOR SERVER REDUNDANCY
Configuring a Station for server redundancy
Station needs to connect to whichever server is running as the primary server.
Station’s connection settings (as well as its other configuration settings) are stored
in a set of “stn” files. A single-network system requires two stn files. If Station
cannot connect using a particular stn file, it then attempts to connect using the
next stn file in the “chain”. (Each stn file specifies the next file in the chain.)
The default stn file, Default.stn, is located in Client\Station.
The following procedure describes one way of configuring Station and creating
the required stn files. However, you can manually edit the stn files using a text
editor such as Notepad. If you decide to do this, see “Configuring Station
connection properties” in the Configuration and Administration Guide for details
about the syntax of the stn files.
Attention The configuration settings need to be identical in all stn files, except for
the server and network connection details. This means that if you ever
change Station’s configuration, you must ensure that the change is
replicated in all stn files.
To configure Station for redundancy
1
Open Station. As Station opens, it reads Default.stn and attempts to connect
to the primary server. However, this will fail because Default.stn does not
yet specify the server’s name.
2
When the Unable to Connect message appears, click Cancel.
3
Choose Station > Connect to open the Connect dialog box.
4
Click Edit Connection to open the Connection Properties dialog box.
5
Using the following table, type the first server name (for your network type)
in Server.
6
Select Auxiliary setup file and type the name of the file specified in the
following table. (If these properties are not visible, click Advanced.)
7
Set Station’s other configuration details as appropriate. For details, see
“Configuring Station connection properties” in the Configuration and
Administration Guide.
8
When Station is configured as required, click Save and click Yes in response
to the prompt.
9
Click Connect.
Station will attempt to connect to the server. If it cannot connect, check that
you have specified the correct server name.
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11 – INSTALLING APPLICATIONS ON A CLIENT COMPUTER
10 Check that Station’s configuration works as expected.
You have now configured Default.stn.
11 Configure the remaining stn files for your network type:
a. Choose Station > Connect.
b. Click Edit Connection to open the Connection Properties box.
c. Type the server’s name in Server.
d. Select Auxiliary setup file and type the name of the auxiliary file.
e. Click Save As and type the name of the stn file.
Network type
Server name:
Auxiliary setup file:
Save stn file as:
Single
BaseNamea
BaseNameb.stn
Default.stn
BaseNameb
Default.stn
BaseNameb.stn
where BaseName is the server’s basename (see “Description of Windows Server
properties” on page 20).
Stop
You have completed this task. Return to the checklist that led to this task.
Related topics
“Description of Windows Server properties” on page 20
236
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SETTING UP A MULTI-MONITOR STATION
Setting up a multi-monitor Station
You set up Station so that it runs on multiple monitors by making the appropriate
changes to %windir%\station.ini (%windir% is normally C:\Windows).
You may also want to set up Display Builder in the same way as Station. See
“Setting up Display Builder for multiple monitors” on page 238.
To specify the resolution for Station
1
Using a text editor such as Notepad, open station.ini.
2
Edit the following Station section entries:
[Station]
ScreenWidth=x
ScreenHeight=y
where x and y are the required width and height.
Stop
You have completed this task. Return to the checklist that led to this task.
Example
If you have a dual-monitor (side-by-side) setup, with a total resolution of
2560x1024, and the resolution of each monitor is 1280x1024, you would make
the following changes:
[Station]
ScreenWidth=1280
ScreenHeight=1024
Related topics
“Setting up Display Builder for multiple monitors” on page 238
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11 – INSTALLING APPLICATIONS ON A CLIENT COMPUTER
Setting up Display Builder for multiple monitors
If you set up Station to use multiple monitors, you may also want to set up
Display Builder in the same way to make display creation is easier.
To set up Display Builder with the same resolution as in Station
1
Open regedit and navigate to:
HKEY_CURRENT_USER\Software\Honeywell\Display Builder
2
Change the DWORD values of ScreenWidth and ScreenHeight as
appropriate.
Stop
You have completed this task. Return to the checklist that led to this task.
Example
If you have a side-by-side monitors, with a total resolution of 2560x1024, and the
resolution of each monitor is 1280x1024, you would make the following changes:
ScreenWidth=1280
ScreenHeight=1024
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INSTALLING NETWORKED XLNET NODE SOFTWARE
Installing Networked XLNET Node software
This section describes how to install Networked XLNET Node software on a
client computer.
Prerequisites
•
The System Design form (page 15).
•
The EBI DVD.
•
You have prepared the computer as described in “Preparing a client computer”
on page 225.
•
You must be logged on as a Windows administrator.
To install networked XLNET node software
1
Close any applications that are running.
2
Insert the EBI DVD into the DVD drive.
The Enterprise Buildings Integrator 410 start page automatically displays.
(You can also start the installation wizard from Windows Explorer. Browse to
the root folder on the DVD and double-click the setup.exe file.)
3
Click Installation.
The Welcome to the InstallShield Wizard for Enterprise Buildings
Integrator 410 page appears.
4
Click Next to continue.
The Setup Type page appears.
5
Click Enterprise Buildings Integrator Client.
The System Check Warning page appears. Any possible installation issues
are automatically detected, such as missing software, configuration or
hardware issues. Any critical issues must be resolved before installation can
proceed.
6
Click Next to continue.
7
Click Custom on the Installation Type page.
8
Click Next to accept the default base installation directory, C:\Program
Files\Honeywell.
If you want to change the base installation directory, click the Browse button
and locate the base installation folder, click OK and then click Next.
9
Click Next to continue.
10 Select XLNet Node and click Next.
If desired, you can also select additional client options, such as Station.
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11 – INSTALLING APPLICATIONS ON A CLIENT COMPUTER
11 Type the password for the Windows mngr account in the Password box, as
specified in the System Design form. Confirm the password by typing it again
in the Confirm Password box and then click Next.
12 Type in the EBI server name and click Next to continue.
13 Review the settings you have selected, and then click Install to start installing
the EBI client applications.
14 When the installation is complete, click Finish. You will be prompted to
restart your computer. Click Yes to restart.
Stop
You have completed this task. Return to the checklist that led to this task.
Related topics
“System Design form” on page 15
“Preparing a client computer” on page 225
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SETTING UP A THIRD-PARTY OPC CLIENT OR SERVER
Setting up a third-party OPC client or server
This section describes how to set up third-party OPC client and/or OPC server on
a computer other than the EBI server computer.
If you have an OPC client, it must specify the full name of the primary server
when requesting information from the server. See “Specifying the server name in
Data Access applications” on page 246.
Prerequisites
•
The relevant installation software, license and documentation for the thirdparty OPC software.
•
The System Design form (page 15).
•
You have prepared the computer as described in “Preparing a client computer”
on page 225.
•
You must be logged on as a Windows administrator.
Tasks
Complete the tasks in the following order.
Task
Go to:
Done?
Install the OPC software in accordance with the
manufacturer’s documentation.
If you have installed an OPC client, create a Windows
page 242
mngr account.
If necessary, specify the OPC client’s read/write access.
page 243
If you have installed an OPC server, create a Windows
page 244
mngr account and configure DCOM security.
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11 – INSTALLING APPLICATIONS ON A CLIENT COMPUTER
Creating a Windows mngr account for a third-party OPC client
When a EBI OPC server returns data to an OPC client on a remote computer, it
connects to that computer using the Windows mngr account and associated
password. You must therefore create the mngr account on that computer.
Prerequisites
•
The System Design form (page 15).
•
You must be logged on as a Windows administrator.
To create the account
1
Choose Start, right-click Computer and choose Manage.
2
Expand the System Tools item and then expand Local Users and Groups
item.
3
Click Users.
4
Choose Action > New User to open the New User dialog box.
5
Type mngr as the User Name and type the password, as specified in the
System Design form.
6
It is a good idea to type an appropriate Full Name and Description, such as
OPC Server.
7
Clear the User must change password at next logon check box and select
the Password never expires check box.
8
Click Create to add the account.
9
Close the Computer Management dialog box.
Stop
You have completed this task. Return to the checklist that led to this task.
Related topics
“System Design form” on page 15
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SETTING UP A THIRD-PARTY OPC CLIENT OR SERVER
Controlling Read/Write access
By default, anyone with an account on a client computer which is set up to
communicate with the EBI OPC Data Access Server has full read and write
access to the EBI database. If you want to prevent such access, you must
configure the server computer’s permissions on a per-user basis.
To configure the permissions
1
On the server computer, open up the registry and locate the key:
HKEY_LOCAL_MACHINE\SOFTWARE\Honeywell\MyTPSDomain\HciComponents\
Honeywell HCI Server\MethodSecurity
2
Note the filenames specified for the following entries:
•
OPCRead
• OPCWrite
These files are used to control read/write access.
3
Use Windows Explorer to locate (or create) these files in \Hwiac\Security.
4
For each file:
a. Right-click it and choose Properties to open the Properties dialog box.
b. Click the Security tab and click File Permissions.
c. Add or delete users from the access list to set up the appropriate security.
Anyone with full access to OPCRead will have read access to the OPC Data
Access Server, and anyone with full access to OPCWrite will have write access
to the OPC Data Access Server.
In order to set up a particular account with read-only access, you must give the
account full access to OPCRead, but deny access to OPCWrite. (It is not
possible to give an account write access to the OPC Data Access Server
without also giving it read access.)
Stop
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11 – INSTALLING APPLICATIONS ON A CLIENT COMPUTER
Creating a Windows mngr account for a third-party OPC server
When a EBI OPC client on the EBI server connects to an OPC server on another
computer, it connects to that computer using the Windows mngr account and
associated password.
You must therefore create the mngr account on the computer, and configure
DCOM security so that the account can access the OPC server via DCOM.
Prerequisites
•
The System Design form (page 15).
•
You must be logged on as a Windows administrator.
To create the account
1
Choose Start, right-click Computer and choose Manage.
2
Expand the System Tools item and then expand Local Users and Groups
item.
3
Click Users.
4
Choose Action > New User to open the New User dialog box.
5
Type mngr as the User Name and type the password, as specified in the
System Design form.
6
It is a good idea to type an appropriate Full Name and Description, such as
OPC Server.
7
Clear the User must change password at next logon check box and select
the Password never expires check box.
8
Click Create to add the account.
9
Close the Computer Management dialog box.
To configure DCOM security
244
1
Press the Windows key+R.
The Run dialog box opens.
2
Type dcomcnfg and click OK to open the Component Services window.
3
Expand the Component Service item, then expand the Computers item.
4
Right-click My Computer and then choose Properties.
5
Click the COM Security tab.
6
Click Edit Default in the Access Permissions section.
7
Click Add and add the mngr account.
8
Repeat steps 6 and 7 for Edit Limits.
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SETTING UP A THIRD-PARTY OPC CLIENT OR SERVER
9
Click Edit Default in the Launch and Activation Permissions section.
10 Click Add and add the mngr account.
11 Repeat steps 9 and 10 for Edit Limits.
Stop
You have completed this task. Return to the checklist that led to this task.
Related topics
“System Design form” on page 15
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11 – INSTALLING APPLICATIONS ON A CLIENT COMPUTER
Specifying the server name in Data Access applications
When a data access application running on client computer requests data from the
server, it must specify the appropriate server name.
(In a redundant system, client computers see the two server names, for example:
hsserva0 and hsservb0.)
When to use the basename
Use the basename (for example, hsserv) when specifying the server name in the
following applications:
•
An application (for Network API)
•
A workbook (for Microsoft Excel Data Exchange)
•
ODBC client application (for ODBC Client)
When to use the full name of the primary server
Use the full name of the primary server (for example, hsserva0) when specifying
the server name in the following applications:
•
Quick Builder
•
Third-party OPC client communicating with an OPC server on the server
computer
Stop
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12
Setting up Integrated PhotoID
hardware
This section is only applicable if you have licensed the Integrated PhotoID option.
This section describes how to install and configure hardware used by Integrated
PhotoID.
The hardware must be installed on the computer that is used to capture portraits/
signatures. If you have a small system, you can install the hardware on the server.
The procedures involve tasks that are performed in Station (which can only be
performed after EBI has been installed). If necessary you can install the hardware,
then install EBI, and finally perform the Station-based tasks.
Prerequisites
•
Relevant hardware.
Tasks
Task
If applicable, set up a live video capture card.
Done?
page 248
If applicable, set up a graphics tablet.
If applicable, set up a TWAIN-compatible capture device. page 255
247
12 – SETTING UP INTEGRATED PHOTOID HARDWARE
Setting up a FlashPoint card
Prerequisites
•
Supported FlashPoint card.
Tasks
Complete the tasks in the following order.
248
Task
Go to:
Install the card.
page 249
Install the FlashPoint MCI driver.
page 250
Configure station.ini.
page 252
Configure Integrated PhotoID to use the card.
page 254
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Done?
SETTING UP A FLASHPOINT CARD
Installing the FlashPoint card
To install the card
1
Install the card in accordance with the manufacturer’s instructions.
2
Install the software supplied with the card accordance with the manufacturer’s
instructions.
3
Check the installation by plugging in a camera, and running the supplied
video application, fpg32. See the manufacturer’s documentation for guidance.
249
12 – SETTING UP INTEGRATED PHOTOID HARDWARE
Installing the FlashPoint MCI driver
Attention You must install and setup your FlashPoint card before installing the
FlashPoint MCI driver.
To install the FlashPoint MCI driver
1
Choose Start > Control Panel and click Hardware and Sound.
2
Click Device Manager.
3
Right-click the computer name (the root node) and choose Add legacy
hardware.
4
When the Add Hardware wizard starts, click Next to continue.
5
Click Install the hardware that I manually select from a list and click
Next.
6
Click Sound, video and game controllers in the Common Hardware Types
list and click Next.
7
Click Have disk.
8
Browse to flashpt\fpvmci\mcint (or fp3d\mci\nt if installing a FlashPoint
3D card).
9
Select oemsetup and click Open.
10 Click OK.
11 Answer Yes to dialog boxes concerning digital signatures.
12 Select (MCI) FlashPoint MCI Driver (NT) or (MCI) FlashPoint 3D MCI
Driver (NT) when installing FlashPoint 3D card from the list of models in the
Select a Device Driver dialog box.
13 Click Next twice.
14 Answer Yes to dialog boxes concerning digital signatures.
15 If requested, from the Files Needed dialog box, browse to flashpt\fpvmci\
mcint
(or fp3d\mci\nt if installing FlashPoint 3D card).
16 Select mcifpv32.dll (or mcif3d32.dll for FlashPoint 3D) and click Open.
17 Click OK.
18 A dialog box with the current MCI setup is displayed. Select the settings as
shown below.
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SETTING UP A FLASHPOINT CARD
19 Click Finish.
20 Restart the computer by clicking Yes when prompted.
21 Click OK in the FlashPoint MCI Setup dialog box.
22 Click OK in the Multimedia Properties dialog box.
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12 – SETTING UP INTEGRATED PHOTOID HARDWARE
Configuring station.ini
You must configure station.ini to optimize the performance of the card.
To configure the file
1
Choose Start > All Programs > Accessories > Command Prompt.
2
Open station.ini by typing the following command at the c:\> prompt:
notepad %SystemRoot%\station.ini
3
Find the [Video Overlay] section, which contains entries that define the
appearance of the video overlay on screen and when printed.
4
Modify the following entries as appropriate.
Entry
Description
alias
The internal alias for the overlay device used by the video
object. It used in hardware-specific capture commands,
and must be used consistently in station.ini to ensure
that printing works correctly.
capture_file
The name of the file used to store an immediate image
during printing.
set_source
Specifies whether the video source rectangle is set to the
size of the video object.
The default value is 0. See the manufacturer’s
documentation for a description.
set_frame
Specifies whether the video frame rectangle is set to the
size of the video object. The default values is 0.
set_windowmode
Specifies size of the video frame within the available
window.
For FlashPoint 3DX and Flashbus cards choose one of the
following values:
•
0
= stretch mode (enabled) - video frame is
scaled to parent window.
•
2
= fixed mode (disabled) - video frame is
resized to a specified scale.
For FlashPoint 4XL Lite cards choose one of the
following values:
•
1 = stretch to a rectangle mode (enabled) - video
frame is scaled to parent window.
•
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= fixed to a rectangle mode (disabled) - video
frame is resized to a specified scale.
3
SETTING UP A FLASHPOINT CARD
Entry
Description
set_handle
Enables or disables the ability to set the window handle
(ID) to the MCI device driver.
The default value is 1 (enabled).
For FlashPoint 4XL Lite cards, this feature must be
disabled (set to 0).
open_command
Opens a connection to the MCI device driver.
The default value is:
open overlay alias %s parent %d
For FlashPoint 4XL Lite cards, set value to:
open overlay alias %s parent %d style child
clipboard_command1
clipboard_command2
The MCI command strings used to capture the video
frame buffer as a Windows Device Independent Bitmap
(DIB).
See the manufacturer’s documentation for details about
capturing a frame buffer as a DIB. The capture commands
must use the values specified for overlay_alias and
capture_file for printing to work correctly.
Stop
You have completed this task. Return to the checklist that led to this task.
253
12 – SETTING UP INTEGRATED PHOTOID HARDWARE
Configuring Integrated PhotoID to use the card
To configure PhotoID
254
1
In Station, choose Configure > Cardholder Management > Configuration
> Image Capture Settings to call up the Image Capture Setup display.
2
Select the appropriate options. For details, see “Configuring Integrated
PhotoID for controllers” in the relevant Access Control Configuration Guide.
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SETTING UP A TWAIN IMAGE CAPTURE DEVICE
Setting up a TWAIN image capture device
The following procedure describes how to install a typical TWAIN-compatible
device, in this case a Kodak DC265 digital camera. (Each TWAIN-compatible
device has its own installation procedure, which is described in manufacturer’s
documentation.)
Setting up a TWAIN-compatible capture device involves installing the device,
and then configuring Integrated PhotoID to use that device.
Prerequisites
•
Digital camera or other TWAIN-compatible image capture device.
To set up the Kodak DC265 camera
1
Insert the CD supplied with the camera into the CD-ROM drive and run
setup.exe to install the camera’s software.
2
Select the appropriate language when prompted.
3
Select Install DC265 Software.
4
Follow the on-screen instructions to complete the installation. Ensure that the
Digital Access (TWAIN acquire) component is selected.
5
The setup program automatically invokes installation of the Picture Easy
Software. Follow the on-screen instructions.
6
Shutdown your computer and connect the digital camera.
7
Start the DC265 Properties program, and configure the camera so that it can
communicate with the computer. Select the appropriate baud rate and
communications port.
8
The digital camera is now installed.
To configure PhotoID
1
In Station, choose Configure > Cardholder Management > Configuration
> Image Capture Settings to call up the Image Capture Setup display.
2
Set Image Capture Source for Signature to TWAIN.
3
A TWAIN Source drop down list appears. Click Kodak DC265.
For other configuration details, see “Configuring Integrated PhotoID for
controllers” in the relevant Access Control Configuration Guide.
Stop
You have completed this task. Return to the checklist that led to this task.
255
12 – SETTING UP INTEGRATED PHOTOID HARDWARE
Setting up signature capture pads
The following procedure describes how to install an ePad Ink or Topaz SigLite
signature pad.
Note that although the image capture settings option is Wintab, these devices no
longer interface with EBI software using the Wintab API.
Prerequisites
•
ePad Ink or Topaz SigLite signature pad
To set up the signature pad
1
Insert the CD supplied with the device into the CD-ROM drive.
2
Install the vendor’s software.
To configure PhotoID
256
1
In Station, choose Configure > Cardholder Management > Configuration
> Image Capture Settings to call up the Image Capture Setup display.
2
Set Image Capture Source for Signature to Wintab.
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Installing point server
components on a remote server
13
This section describes how to install point server components on a remote server,
that is, a computer other than the EBI server computer.
The EBI installation wizard allows you to install other applications, such as Quick
Builder, which are not required by the point server. However, you can install them
if convenient.
Attention Only complete a task in this section if you are instructed to do so by the
appropriate checklist.
Prerequisites
•
You have licensed a point server.
•
The System Design form
•
You have the EBI license.
•
You have the EBI DVD.
•
You must be logged on as a Windows administrator.
To install the point server components
1
If you have not already done so, set the system date and time so that it is the
same as on the EBI server.
2
Close any applications that are running.
3
Insert the EBI DVD into the DVD drive.
The Enterprise Buildings Integrator 410 start page automatically displays.
(You can also start the installation wizard from Windows Explorer. Browse to
the root folder on the DVD and double-click the setup.exe file.)
4
Click Installation.
The Welcome to the InstallShield Wizard for Enterprise Buildings
Integrator 410 page appears.
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13 – INSTALLING POINT SERVER COMPONENTS ON A REMOTE SERVER
5
Click Next to continue.
The Setup Type page appears.
6
Click Enterprise Buildings Integrator point server.
The System Check Warning page appears. Any possible installation issues
are automatically detected, such as missing software, configuration or
hardware issues. Any critical issues must be resolved before installation can
proceed.
7
Click Next to continue.
8
When prompted, type your EBI software license details and click Next.
9
Click Typical Install to install all components available with the license.
10 Click Next to accept the default base installation directory, C:\Program
Files\Honeywell.
If you want to change the base installation directory, click the Browse button
and locate the base installation folder, click OK and then click Next.
11 Select the point server(s) you want to install and click Next.
12 Type the password for the Windows mngr account in the Password box, as
specified in the System Design form. Confirm the password by typing it again
in the Confirm Password box and then click Next.
13 Enter the EBI server name and click Next to continue.
14 Review the settings you have selected, and then click Install to start the
installation of the point server applications.
15 When the installation is complete, click Finish. You will be prompted to
restart your computer. Click Yes to restart.
Stop
You have completed this task. Return to the checklist that led to this task.
Related topics
“System Design form” on page 15
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Installing Mobile Station Server
14
This section describes how to install Mobile Station Server.
Attention Only complete a task in this section if you are instructed to do so by the
“Installation checklist: Mobile Station server”.
Related topics
“Installation checklist: Mobile Station server” on page 46
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14 – INSTALLING MOBILE STATION SERVER
Installing Terminal Services
Mobile Station Server requires a Microsoft Terminal Services Licensing Server. If
your organization already has a Microsoft Terminal Services Licensing Server,
you can use this server to assign Client Access Licenses (CALs) to handheld
devices. In this situation, do not install the Terminal Services Licensing option.
Prerequisites
•
Windows Server 2008 or Windows Server 2003 CDs or DVD.
•
Station has been installed on the computer.
To install Terminal Services on Windows Server 2008
1
Choose Start > Administrative Tools > Server Manager.
2
In the left pane, right-click Roles and choose Add Role.
The Add Roles wizard starts.
3
If the Before you begin page appears, click Next.
4
In the list of roles, select Terminal Services check box.
5
If you require a Microsoft Terminal Services Licensing Server, select
Terminal Services Licensing.
6
Click Next.
7
Click Next when the warning message appears.
8
Select Full or Relaxed security.
9
If prompted, click Next to accept the default Licensing server database
installation path.
10 When prompted, insert the Windows Server 2008 disc into the CD or DVD
drive.
Terminal Server is installed.
11 Click Finish to complete the installation.
12 Click Yes to restart the computer.
Stop
You have completed this task. Return to the checklist that led to this task.
To install Terminal Services on Windows Server 2003
260
1
In Windows Control Panel, open Add or Remove Programs.
2
Click Add/Remove Windows Components.
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INSTALLING TERMINAL SERVICES
3
Select Terminal Services.
4
If you do not already have a Microsoft Terminal Services Licensing Server,
select Terminal Services Licensing.
5
Click Next.
6
Click Next when the warning message appears.
7
Select Full or Relaxed security.
8
If prompted, click Next to accept the default Licensing server database
installation path.
9
When prompted, insert the Windows Server 2003 disc into the CD or DVD
drive.
Terminal Server is installed.
10 Click Finish to complete the installation.
11 Click Yes to restart the computer.
Stop
You have completed this task. Return to the checklist that led to this task.
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14 – INSTALLING MOBILE STATION SERVER
Activating Terminal Services Licensing server
If you installed the Terminal Services Licensing server, you need to activate it.
If you do not have an Internet connection, you must activate the Terminal
Services Licensing server by telephone.
You do not need to purchase an activation key for the Terminal Services
Licensing server.
Prerequisites
•
Installed a Terminal Services Licensing Server.
•
To activate the Terminal Services Licensing server using the Internet, you
must already be connected to the Internet before starting.
To activate the Terminal Services Licensing server using the Internet on Windows
Server 2008
1
Choose Start > Administrative Tools > Terminal Services > TS Licensing
Manager.
2
Expand the All Servers item.
3
Right-click on the computer’s name item, and choose Activate Server.
The Activate Server Wizard starts.
4
Click Next.
5
From the Connection Method list, click Web Browser and click Next.
The wizard contacts the Microsoft Activation Server (you must be connected
to the internet to use this method)
6
Click the hyperlink to go to the Terminal Server Licensing web site.
7
On the Windows Terminal Services web site, under Select Option, click
Activate a license server and click Next.
8
When prompted, enter all the appropriate details and click Next.
The license server ID appears.
9
In the Activate Server Wizard, type the license server ID and click Next.
10 To install CALs later, clear the Start Install Licenses Wizard now check box
and click Finish.
Stop
You have completed this task. Return to the checklist that led to this task.
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ACTIVATING TERMINAL SERVICES LICENSING SERVER
To activate the Terminal Services Licensing server by telephone on Windows Server
2008
1
Choose Start > Administrative Tools > Terminal Services > TS Licensing
Manager.
2
Expand the All Servers item.
3
Right-click on the computer’s name item, and choose Activate Server.
The Activate Server Wizard starts.
4
Click Next.
5
From the Connection Method list, click Telephone and click Next.
6
Select your country in the country list and then click Next.
The telephone number to call is displayed on the screen.
7
Call the telephone number displayed.
A Microsoft representative will provide you with a license server ID.
8
In the Activate Server Wizard, type the license server ID and click Next.
9
To install CALs later, clear the Start Install Licenses Wizard now check box
and click Finish.
Stop
You have completed this task. Return to the checklist that led to this task.
To activate the Terminal Services Licensing server using the internet on Windows
Server 2003
1
Choose Start > Control Panel > Administrative Tools > Terminal Services
Licensing.
2
Expand the All Servers item.
3
Right-click on the computer’s name item, and choose Activate Server.
4
Confirm that the displayed product ID is correct, and then click Next.
5
Select Internet in the method of activation list.
The wizard contacts the Microsoft Activation Server (you must be connected
to the internet to use this method)
6
When prompted, enter all the appropriate details. Ensure your email address is
correct as you will need to receive an email to this address containing the PIN.
Stop
You have completed this task. Return to the checklist that led to this task.
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14 – INSTALLING MOBILE STATION SERVER
To activate the Terminal Services Licensing server by telephone
1
Choose Start > Control Panel > Administrative Tools > Terminal Services
Licensing.
2
Expand the All Servers item.
3
Right-click on the computer’s name item, and choose Activate Server.
4
Confirm that the displayed product ID is correct and then click Next.
5
Select Telephone in the method of activation list.
6
Select your country in the country list and then click Next.
The telephone number to call is displayed on the screen.
7
Call the telephone number displayed.
A Microsoft representative will provide you with a license server
identification number and will guide you through the rest of the installation
procedure.
Stop
You have completed this task. Return to the checklist that led to this task.
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INSTALLING THE CLIENT ACCESS LICENSES
Installing the Client Access Licenses
This section describes how to install the Client Access Licenses on the Terminal
Services Licensing server.
Prerequisites
•
Installed and activated a Terminal Services Licensing Server.
•
You have the required Client Access Licenses (CALs) for Terminal Services,
which is an authorization key. You received this authorization key when you
purchased CALs from Honeywell, or another vendor.
•
To install the Client Access Licenses using the Internet, you must already be
connected to the Internet before starting.
To install Microsoft Select Agreement Client Access Licenses using the Internet
1
Choose Start > Administrative Tools > Terminal Services > TS Licensing
Manager.
2
Right-click the Terminal Services licensing server and choose Properties.
3
Click the Connection Method tab and from the Connection method list click
Web Browser.
4
Click OK.
5
Expand the All Servers item.
6
Right-click on the Terminal Services Licensing server’s name item, and
choose Install Licenses.
7
Click Next.
8
Click the link to connect to the Terminal Server Licensing web site.
9
On the Windows Terminal Services web site, under Select Option, click
Install Client Access License tokens and click Next.
10 Type the License Server ID.
11 From the License Program list, click the appropriate option.
12 Type the remaining details and click Next.
13 When prompted type the license code or agreement number and specify the
type and number of CALs and click Next.
14 Verify the information you have provided is correct and click Next.
A license key pack ID is generated.
15 Return to the Install licenses wizard and enter the license key pack ID and
click Next.
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14 – INSTALLING MOBILE STATION SERVER
16 Click Finish.
To install the Client Access Licenses by telephone
1
Choose Start > Administrative Tools > Terminal Services > TS Licensing
Manager.
2
Right-click on the Terminal Services Licensing server’s name item, and
choose Properties.
3
Click the Connection Method tab.
4
Select Telephone in the Connection method list and then click OK.
5
Expand the All Servers item.
6
Right-click on the Terminal Services Licensing server’s name item, and
choose Install Licenses.
7
When prompted for the connection method, click Next.
8
Select your country in the country list and then click Next.
The telephone number to call is displayed on the screen.
9
Call the telephone number displayed.
A Microsoft representative will provide you with an additional authorization
key.
10 Type the authorization key and then click Next.
Stop
You have completed this task. Return to the checklist that led to this task.
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CONFIGURING MOBILE STATION SERVER TO ACCESS AN EXISTING TERMINAL SERVICES LICENSING
Configuring Mobile Station server to access an existing
Terminal Services Licensing server
This section describes how to configure the Mobile Station Server to access an
existing Terminal Services Licensing server where the CALs are installed. To
access an existing Terminal Services Licensing Server, you need to edit the
registry.
Caution
Incorrectly editing the registry may severely damage your system. Before making
changes to the registry, you must back up any valued data on your computer.
Prerequisites
•
The name or IP address of the existing Terminal Services Licensing Server.
To access an existing Terminal Services Licensing server
1
On the Mobile Station Server, choose Start > Run.
2
Type regedit.
3
Click OK.
4
Browse to the following key:
HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\
TermService\Parameters
5
Choose Edit > New > String Value.
6
Type DefaultLicenseServer.
7
Double-click the DefaultLicenseServer key you created.
8
Type the name or IP address of the Terminal Services Licensing server in the
Value Data text box.
9
Click OK.
Stop
You have completed this task. Return to the checklist that led to this task.
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14 – INSTALLING MOBILE STATION SERVER
Limiting the number of connections to the Mobile Station
server
This section describes how to limits the number of users that can access the
Mobile Station Server.
To limit the number of connections to the Mobile Station Server
1
Choose Start > Administrative Tools > Terminal Services > Terminal
Services Configuration.
2
Right-click on the RDP-TCP connection item and choose Properties.
3
Click the Network Adapter tab.
4
Select Maximum connections and set the number of connections to 5.
5
Click OK.
6
Exit the Terminal Services Configuration application.
Stop
You have completed this task. Return to the checklist that led to this task.
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CREATING WINDOWS ACCOUNTS FOR MOBILE STATION SERVER USERS
Creating Windows accounts for Mobile Station server
users
You must create a Windows account on the Mobile Station Server for each user
who connects to the Mobile Station Server.
To create an account
1
Log on to the Mobile Station Server as a Windows administrator.
2
Click Start, right-click Computer and choose Manage.
3
Expand Configuration and then expand the Local Users and Groups item.
4
Right-click on the Users items and choose New User.
5
Type the User Name, Full Name, Description, and Password of the user.
6
Select Password never expires.
7
Click Create.
8
Repeat steps 4 to 7 for each user.
Stop
You have completed this task. Return to the checklist that led to this task.
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14 – INSTALLING MOBILE STATION SERVER
Configuring Mobile Access for Station users
This section describes how to configure Mobile Access for Station users to start
Station when they log on to the Mobile Station Server.
Prerequisites
•
A .stn file has been configured for each EBI server to access. For instructions
on creating a .stn file, see “Configuring Mobile Station” in the Configuration
and Administration Guide.
To configure the Mobile Access for Station users
1
Log on to the Mobile Station Server as a Windows administrator.
2
Click Start, right-click Computer and choose Manage.
3
Expand Configuration and then expand the Local Users and Groups item.
4
Right-click on a Mobile Station user and choose Properties.
5
Click the Environment tab.
6
Select Start the following program at logon.
7
Type the full path to the station.exe file, enclosed in quotation marks,
followed by the full path to the custom .stn file created when configuring
Mobile Access for Station, also enclosed in quotation marks.
For example:
“C:\Program Files\Honeywell\client\station\station.exe” “C:\
Program Files\Honeywell\client\station\mobilestation.stn”
where mobilestation.stn is the custom .stn file that you have configured
and is located in the C:\Program Files\Honeywell\client\station folder.
8
Click Apply.
9
Click the Sessions tab.
10 Select 1 minute in the End a disconnected session list.
11 Click Apply and then click Close.
12 Repeat steps 4 to 11 for each Mobile Station Server user.
Stop
You have completed this task. Return to the checklist that led to this task.
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Installing a terminal server
15
This section describes how to install a terminal server.
Compared with a direct serial connection, connecting a device via a terminal
server reduces maximum data throughput by 30-40%. If data throughput is of
concern, see “Installing a serial adapter”.
If you have problems, see “Terminal server problems”. Note that DHCP is not
supported in EBI R410.
Prerequisites
•
A terminal server qualified for use with EBI.
To install a:
Go to:
Stallion EasyServer II
page 272
Lantronix
page 292
Cisco 2610 Router
page 307
Systech RCS-3282 or RCS-6008
page 325
Related topics
“Installing a serial adapter” on page 153
“Terminal server problems” on page 428
271
15 – INSTALLING A TERMINAL SERVER
Configuring an EasyServer II
This section describes how to configure an EasyServer II so that the server can
communicate with devices, such as controllers, connected to its serial ports.
If you have problems, see “Terminal server problems”.
Prerequisites
•
A computer to configure the EasyServer II. It must be loaded with Windows
HyperTerminal, the configuration application. Note that HyperTerminal is no
longer provided with Windows 7 and Windows Server 2008. You should refer
to the manufacturer’s documentation to find out how to configure your
terminal server without using HyperTerminal.
•
The computer must not be running any application that uses the COM1 port.
•
A serial cable, as shown in the following figure, to connect the computer to
the EasyServer II.
Figure 5 Computer-to-EasyServer II Connections
EasyServer II
RJ45
Chassis Ground
RxD
TxD
DCD
Signal Ground
DTR
RTS
CTS
3
5
4
1
6
8
2
7
Configuration Computer
Female DB9
1
2
3
4
5
6
7
8
9
DCD / RLSD
RxD
TxD
DTR
GND
DSR
RTS
CTS
RI
Tasks
Complete the tasks in the following order.
Make a copy of this checklist before starting, so that you can easily keep track of
where you are in the installation process.
Task
Go to
Reset the EasyServer II to its factory settings. (Only
applicable if you are performing a complete install.)
page 274
Connect a configuration computer to the EasyServer II, so page 275
that you can configure it.
Specify the IP address of the EasyServer II.
272
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page 276
Done
CONFIGURING AN EASYSERVER II
Task
Go to
Configure the EasyServer II.
page 278
Add the IP address the server’s hosts file.
page 288
Connect controllers as required.
page 289
Done
Related topics
“Terminal server problems” on page 428
273
15 – INSTALLING A TERMINAL SERVER
Resetting the EasyServer II
If you are performing a complete install of the EasyServer II, you must reset it to
restore all settings to their factory defaults and erase the TCP/IP address.
To reset the EasyServer II
274
1
Check that it is turned on.
2
Insert a straightened paper clip or similar blunt item into the opening labeled:
•
On an 8 port, RESET and press lightly.
•
On a 16 port, ERASE and press lightly.
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CONFIGURING AN EASYSERVER II
Connecting the configuration computer to EasyServer II
To connect the computer
1
Connect a serial cable between COM1 port of the computer and Port 1 of the
EasyServer II.
2
On the computer, start Microsoft Windows HyperTerminal by choosing Start
> Programs > Accessories > Communications > HyperTerminal.
3
In the Connection Description dialog box, type the Name of the EasyServer
II connection, select an icon, and then click OK to see the Connect To dialog
box.
4
Complete the Connect To dialog box, setting Connect Using to COM1 or
COM2, then click OK.
5
Set the COM1 or COM2 Port values as follows:
Parameter
Value
Baud Rate
9600
Data Bits
8
Parity
None
Stop Bits
1
Flow Control
XON/XOFF
6
Press ENTER several times in the HyperTerminal window until the
EasyServer II responds with a prompt.
When you see the prompt, you are ready specify the EasyServer II’s IP
address. If you have trouble getting a prompt, see “Terminal server problems”.
Related topics
“Terminal server problems” on page 428
275
15 – INSTALLING A TERMINAL SERVER
Specifying the IP address of the EasyServer II
You specify the IP address of the EasyServer II using HyperTerminal.
Attention If you type an incorrect character while typing a command in
HyperTerminal, press CTRL+D to backspace. (The BACKSPACE key does
not work as expected when entering commands in HyperTerminal.)
To specify the IP address
1
Check that something similar to the following appears at the HyperTerminal
prompt. (This is an example of an EasyServer II 8 port display.)
If this does not appear, switch off the EasyServer II, wait 10 seconds, turn it
back on and start your connection again (see “Connecting the configuration
computer”).
Stallion Technologies, EasyServer II ESII-8
Copyright (c) 1996 Stallion Technologies Pty. Ltd., All Rights
Reserved.
Copyright (c) 1980, 1986, 1988 Regents of the University of
California.
ESII-8 Communications Server V5.1.1
Ethernet:
Name:
Uptime:
00-60-1f-00-16-a8
ESII_00601F0016A8
Internet:
Number:
0:00:01
0.0.0.0
0
Determining IP address from network...
Requesting BOOTP: No valid response.
Requesting RARP: No valid response.
Server is unable to determine internet address from network.
To manually enter the address, press RETURN key a few times now.
Otherwise server will retry BOOTP and RARP in two minutes.
Server will retry BOOTP and RARP if nothing entered in two
minutes.
2
Press ENTER several times (five times is usually enough) until you are
prompted to enter the Internet address.
3
To set the IP address:
•
276
For an 8 port, type the following command:
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CONFIGURING AN EASYSERVER II
a.b.c.d [subnet mask m.n.o.p]
where:
•
a.b.c.d is the IP address
•
m.n.o.p is its subnet mask. Note that the subnet mask will default to
appropriate values if left blank.
You are greeted with the prompt:
ESII-8 Communications Server is ready.
•
For a 16 port, type the following command:
a.b.c.d
where a.b.c.d is the IP address.
You are then prompted for the subnet.
[subnet mask m.n.o.p]
where m.n.o.p is its subnet mask. Note that the subnet mask will default to
appropriate values if left blank.
You are greeted with the prompt similar to this:
ESII-8 Communications Server is ready.
4
Press ENTER several times (five times is usually enough) until the
EasyServer II responds with the prompt:
Enter username:
5
Type a username, which can be anything you like, for example, root.
6
To disconnect from the terminal session, type Logout.
You do not have to save the HyperTerminal session.
7
Close HyperTerminal.
Related topics
“Connecting the configuration computer to EasyServer II” on page 275
277
15 – INSTALLING A TERMINAL SERVER
Setting up a Telnet session to configure EasyServer II
You configure the EasyServer II via a Telnet session.
Unless the Stallion and the computer you are running Telnet from are on the same
network, you will not be able to connect to the Stallion. If they are not on the
same network, you need to configure the internet gateway on the Stallion using
HyperTerminal, with a COM port connection.
To set up a Telnet session
1
Choose Start > Run to open the Run dialog box.
2
Type telnet a.b.c.d
where a.b.c.d is the IP address of the EasyServer II.
3
Click OK.
4
Press ENTER several times (five times is usually enough) in the Telnet
window until the EasyServer II responds with the prompt:
Enter username:
5
Type a username, which can be anything you like, for example: root.
6
At the Local n> prompt, type set privileged
This changes your security level to system security level, which is required to
configure the EasyServer II.
7
At the Privilege password prompt, type system (the system password).
Note the double angle brackets “>>”, which indicate privileged mode. (You
can change this password using the set server privileged password
command.)
8
Configure the EasyServer II by typing the appropriate configuration
commands:
9
•
If the EasyServer II is connected to the EBI server via a router/gateway,
specify its address
•
Configure the Ethernet Interface
•
Configure the TCP ports
•
Specify the inactivity timeout
•
Configure the TCP keepalive timer
•
Configure each serial port
When you have finished, type logout to end the Telnet session.
Related topics
“Specifying a router/gateway address (EasyServer II)” on page 280
278
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CONFIGURING AN EASYSERVER II
“Configuring the Ethernet interface (EasyServer II)” on page 281
“Configuring TCP port numbers (EasyServer II)” on page 282
“Specifying the EasyServer II’s inactivity timeout” on page 283
“Configuring the EasyServer II’s TCP keepalive timer” on page 284
“Configuring a serial port (EasyServer II)” on page 285
279
15 – INSTALLING A TERMINAL SERVER
Specifying a router/gateway address (EasyServer II)
If the EasyServer II is connected to the server via a router/gateway, you must
specify its IP address.
You must perform this procedure even though the EasyServer II automatically
detects routers. (It may appear to function correctly if you do not perform this
procedure, but its operation will be unreliable and might cause channels to fail.)
To specify the address
1
Type change internet gateway i.j.k.l network any
where i.j.k.l is the IP address of the router.
If you have a redundant server system in which the servers are in different
domains (because they are physically separated), you must issue the command
twice, once for each server IP.
To see the current address
1
280
Type show internet gateway
If you have a redundant server system in which the servers are in different
domains (because they are physically separated), you must issue the command
twice, once for each server IP.
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CONFIGURING AN EASYSERVER II
Configuring the Ethernet interface (EasyServer II)
The Stallion EasyServer II does not auto-detect the type of attached Ethernet
cable after restarting, unless the terminal server sends data to the interface. You
must identify the Ethernet interface and configure EasyServer II.
To configure the Ethernet interface
1
Type change ethernet mode mode_type
where:
Part
Description
mode_type
Either:
• AUI (the 10Base-2/BNC port)
• UTP (the 10Base-T/UTP port)
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15 – INSTALLING A TERMINAL SERVER
Configuring TCP port numbers (EasyServer II)
The server communicates with the EasyServer II serial ports via TCP/IP, using
TCP port numbers, which can be between 2001 and 2032.
The EasyServer II uses a Telnet listener, which only accepts connections if the
TCP port number is specified.
To configure a port
1
Type the following commands:
change telnet listener tcp_port ports n enabled
change telnet listener tcp_port identification “text_string”
change telnet listener tcp_port connections enabled
change telnet listener tcp_port raw mode enabled
where:
Part
Description
tcp_port
The number of the TCP port, between 2001 and
2032.
n
The number of the serial port.
text_string
Port identification string, such as port_2.
To see which TCP port numbers are mapped to serial ports
1
Type the following command:
show telnet listener
Example
These commands set up a Telnet listener on logical port 2003 and map to serial
port 3.
change
change
change
change
282
telnet
telnet
telnet
telnet
listener
listener
listener
listener
www.honeywell.com/buildingsolutions
2003
2003
2003
2003
ports 3 enabled
identification “Port_3”
connections enabled
raw mode enabled
CONFIGURING AN EASYSERVER II
Specifying the EasyServer II’s inactivity timeout
Honeywell strongly recommends that you specify an inactivity timeout for the
EasyServer II. If the EasyServer II sees no communication on a particular serial
port within the timeout period, it disconnects the connection between that port
and the server.
To set the inactivity timeout
1
Type change server inactivity timer m
where m is the inactivity timeout in minutes (an integer value, typically set to
1)
2
Check that you have set the correct timeout period by typing show server
3
Enable inactivity timeout for all ports by typing:
change port all inactivity logout enabled
4
Check that you have enabled inactivity timeout by typing:
show port n characteristics
where n is a port number.
283
15 – INSTALLING A TERMINAL SERVER
Configuring the EasyServer II’s TCP keepalive timer
If you have a redundant server system, you must configure the TCP keepalive
timer so that the backup server can connect to the EasyServer II if the server
acting as primary fails.
The keepalive timer ensures that the EasyServer II automatically disconnects and
frees a connection to a port if it loses communication with the server, for example,
if the server or the network connection fails.
If the keepalive time expires, the EasyServer II sends several keepalive packets to
the server. (The interval between these keepalive packets is the greater of 2
seconds and the keepalive time/96.) If the server does not respond, the
EasyServer II assumes that the connection has been broken and allows the backup
server to establish a connection.
The following table shows the recommended settings for three sample redundant
server configurations.
Redundant server configuration
Keepalive time (s) Keepalive packets
Normal failover communicating with an
EasyServer II on a high speed LAN
10
8
Fast failover communicating with an EasyServer 5
II on a high speed LAN
3
Normal or fast failover communicating with an
EasyServer II on low speed WAN
8
20
To configure keepalive timer
284
1
Type change internet keepalive timer seconds s
where s is the keepalive time in seconds (an integer value).
2
Type change internet keepalive count c
where c is the number of keepalive packets
3
Check that you have set the correct values by typing show internet
www.honeywell.com/buildingsolutions
CONFIGURING AN EASYSERVER II
Configuring a serial port (EasyServer II)
You must configure the characteristics (baud rate, parity and so on) of each serial
port so that it can communicate with the device to which is attached.
Prerequisites
•
The port must not have a connection with the server. If it has a connection,
disconnect it by typing logout port n
where n is the port number.
To view the port’s current settings
1
Type show port n
where n is the serial port number.
To configure a port
1
Type the following command:
change port [all|n] parameter
where:
Part
Description
all|n
The port(s) being configured.
Use all if you are changing all ports. Alternatively,
specify the port number or range of numbers, for
example 1, or 1-5.
parameter
The parameter being configured, as shown in “Port
parameters”.
You can only specify one parameter at a time, as
shown in the following example.
EasyServer II port parameters
The following table lists the values for the main parameters.
See the Stallion EasyServer II Installation and Reference Guide for information
about other port parameters, such as broadcast and lock.
Parameter
Values
access
remote (Permits access by remote connection
requests, and denies access by local logons.)
autobaud
disabled
enabled
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15 – INSTALLING A TERMINAL SERVER
Parameter
Values
broadcast
disabled (disallows message reception)
enabled
command completion
disabled
enabled
flow control
disabled
cts
xon
lock
disabled
enabled
loss notification
disabled
enabled
message codes
disabled
enabled
parity
none
odd
even
mark
space
speed
BaudRate
stop bits
1
2
dynamic
verification
disabled
enabled
Example
These commands configure serial port 3.
change
change
change
change
change
change
change
change
change
change
change
286
port
port
port
port
port
port
port
port
port
port
port
3
3
3
3
3
3
3
3
3
3
3
speed 9600
stop bits 1
parity none
flow control disabled
access remote
autobaud disabled
broadcast disabled
lock disabled
loss notification disabled
message codes disable
command completion disabled
www.honeywell.com/buildingsolutions
CONFIGURING AN EASYSERVER II
change port 3 verification disabled
Related topics
“EasyServer II port parameters” on page 285
287
15 – INSTALLING A TERMINAL SERVER
Adding the EasyServer II IP address to the server’s hosts file
You must add the IP address and name of the EasyServer II to the server’s hosts
file.
To add the IP address
1
Choose Start > Programs > Accessories > Command Prompt to open a
Command Prompt window.
2
At the c:\> prompt, change to the folder for the hosts file:
cd /d %windir%\system32\drivers\etc
3
Open the hosts file by typing:
notepad hosts
4
Move to the last line and type a.b.c.d terminal_server_name
where:
•
a.b.c.d is the IP address
•
terminal_server_name is the TCP Host Name. (You must specify this
name in Quick Builder when configuring a controller that is connected to
this EasyServer II.)
For example, the new line may look like this:
192.168.0.84 esii
5
After editing the server’s hosts file, it is recommended you confirm that the
computer can resolve the name that you have added.
To confirm the change
1
Choose Start > Programs > Accessories > Command Prompt to open a
Command Prompt window.
2
At the c:\> prompt, type ping terminal_server_name
where terminal_server_name is the TCP Host Name which you added to the
hosts file.
For example, the new line may look like this:
ping esii
288
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CONFIGURING AN EASYSERVER II
Connecting controllers to an EasyServer II
This section provides general instructions on connecting controllers to an
EasyServer II. Note that you must also read the appropriate Controller References
to see if there are any specific restrictions applicable to the controllers you want
to connect.
Cabling
The following figure shows a no-handshaking, RS-232 cable, suitable for
connecting most controllers to an EasyServer II.
Figure 6 Typical RS-232 Controller-to-EasyServer II Connections
Controller
DB9
DB25
3 TxD
2
2 RxD
3
5 Signal Ground 7
6 DSR
6
4 DTR
20
1 DCD
8
7 RTS
4
8 CTS
5
Easy Server II
RJ45 Plug
TxD 4
RxD 5
Signal Ground 6
RTS 2
CTS 7
DTR 8
DCD 1
Configuring the port in Quick Builder
You use Quick Builder to configure each controller that is connected to the
EasyServer II.
The following properties (Port tab) are specific to an EasyServer II.
Property
Description
Port Type
Select Terminal Server.
Terminal Server TCP Host Name The name you defined in the server’s hosts file for
the EasyServer II to which the controller is
connected. See “Adding the IP address to the server’s
hosts file”.
If you haven’t added the terminal server’s details to
the hosts file, you can type its IP address.
Terminal Server TCP Port No
The number of the TCP port to which the controller is
connected. For example, if the controller is connected
to serial port 2, and that is mapped to TCP port 2003,
you would type 2003. See “Configuring TCP port
numbers”.
289
15 – INSTALLING A TERMINAL SERVER
Property
Description
Idle Timeout
Leave at 180 sec.
Related topics
“Adding the EasyServer II IP address to the server’s hosts file” on page 288
“Configuring TCP port numbers (EasyServer II)” on page 282
290
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CONFIGURING AN EASYSERVER II
Changing the EasyServer II’s TCP/IP address
If you ever reconfigure your network, you have to define the EasyServer II’s new
TCP/IP address.
To change the TCP/IP address
1
Disconnect the Ethernet cable from the EasyServer II to ensure that there are
no current connections.
2
Change the IP address by typing:
define internet address a.b.c.d [subnet mask m.n.o.p]
where:
•
a.b.c.d is the IP address
•
m.n.o.p is its subnet mask. (The subnet mask will default to appropriate
values if left blank.)
3
Reinitialize the EasyServer II so that the new internet address takes effect by
typing:
initialize server delay 0
4
Reconnect the Ethernet cable.
5
Check the IP address by typing:
show internet
291
15 – INSTALLING A TERMINAL SERVER
Configuring a Lantronix
This section describes how to configure a Lantronix so that the server can
communicate with devices, such as controllers, connected to its serial ports.
If you have problems, see “Terminal server problems”.
Prerequisites
•
An existing TCP/IP network. The Lantronix terminal server must be
connected to this network through the Ethernet port on the back panel of the
Lantronix terminal server.
Tasks
Complete the tasks in the following order.
Make a copy of this checklist before starting, so that you can easily keep track of
where you are in the installation process.
Task
Go to
Reset the Lantronix to its factory settings. (Only
applicable if you are performing a complete install.)
page 293
Specify the IP address of the Lantronix.
page 294
Specify the gateway address.
page 297
Configure the TCP ports.
page 298
Set the inactivity timeout.
page 299
Set the TCP keep alive timer.
page 300
Configure the serial ports.
page 301
Add the IP address the server’s hosts file.
page 303
Connect controllers as required.
page 304
Related topics
“Terminal server problems” on page 428
292
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Done
CONFIGURING A LANTRONIX
Resetting the Lantronix
If you are performing a complete install of the Lantronix, you must reset it to
restore all settings to their factory defaults and erase the TCP/IP address.
To reset the Lantronix
1
Check that the Lantronix terminal server is turned off.
2
Press and hold down the Test or Reset button on the front panel, turn on the
power while holding-down the button for five seconds.
3
If you have a BOOTP or RARP server on your network, the Lantronix
terminal server will attempt to obtain an TCP/IP address and network
configuration details. This may take up to 15 seconds.
4
If you do not have a BOOTP, or RARP server on your network, or if you want
to assign a permanent IP address to the Lantronix terminal server, follow the
instructions in “Specifying the IP address”.
Related topics
“Specifying the Lantronix’s IP address” on page 294
293
15 – INSTALLING A TERMINAL SERVER
Specifying the Lantronix’s IP address
You specify the Lantronix’s IP address in a Command Prompt window.
There must be more than one IP address, other than the IP address of the current
computer, defined in the address resolution protocol (APR) table. Instructions for
viewing the APR table are in the following steps.
Prerequisites
•
A TCP/IP address to assign to the Lantronix terminal server.
•
The MAC address of the Lantronix terminal server. This address is printed on
the label attached to the back panel of the Lantronix terminal servers. The
MAC address is in the format, 00-80-A3-xx-xx-xx, where xx is number and
letter combinations.
To specify the IP address
294
1
Choose Start > Run to display the Run dialog box.
2
Type cmd in the Open box, and then press OK to open a Command Prompt
window.
3
To view the APR table, type arp -A. There must be more than one IP address,
other than the IP address of the current computer, defined.
4
Type arp -S ip_address mac_address
where:
•
ip_address is the IP address to assign to the Lantronix terminal server, for
example, 192.168.0.10.
•
mac_address is the MAC address of the Lantronix terminal server, in the
format 00-80-A3-xx-xx-xx.
5
To test the network connection to the terminal server, type ping ip_address
where ip_address is the IP address assigned to the Lantronix terminal server,
for example, 192.168.0.10.
The IP address is currently assigned temporarily to the Lantronix terminal
server. You must permanently assign the IP address.
6
Type telnet ip_address
where ip_address is the IP address assigned to the Lantronix terminal server,
for example, 192.168.0.10.
7
Type gopher at the Enter Username prompt.
8
Type SET PRIVILEGED.
9
Type password at the Password prompt. This password is not echoed on
screen.
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CONFIGURING A LANTRONIX
10 Type DEFINE IPADDRESS ip_address
where ip_address is the IP address assigned to the Lantronix terminal server,
for example, 192.168.0.10.
11 To initialize the server for these changes to take affect, type INITIALIZE
SERVER DELAY 0.
12 Set the TCP keepalive timeout.
Related topics
“Setting the Lantronix’s TCP keepalive timer” on page 300
295
15 – INSTALLING A TERMINAL SERVER
Setting up a Telnet session to configure a Lantronix
You configure the Lantronix using a Telnet session.
To set up a Telnet session
296
1
Choose Start > Run to display the Run dialog box.
2
In the Open box, type telnet ip_address
where ip_address is the IP address assigned to the Lantronix terminal server,
for example, 192.168.0.10
3
Click OK to start the Telnet session.
4
Type gopher at the Enter Username prompt.
You need to change your security level to the system security level so that you
can configure the Lantronix.
5
Type SET PRIVILEGED.
6
Type password at the Password prompt. This password is not echoed on
screen.
7
When you have finished, type logout to end the Telnet session.
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CONFIGURING A LANTRONIX
Specifying a gateway address (Lantronix)
If the Lantronix is connected to the server through a gateway, you must specify its
IP address.
To specify the address
1
If required, start a Telnet connection to the Lantronix terminal server. See
“Setting up a Telnet session”.
2
Type define server gateway ip_address
where ip_address is the IP address assigned to the gateway.
3
If you have a redundant server system in which the servers are in different
domains (because they are physically separated), you must type the following
as well:
define server secondary gateway ip_address
where ip_address is the IP address assigned to the gateway of the other
domain.
To see the current address
1
Type list server.
Related topics
“Setting up a Telnet session to configure a Lantronix” on page 296
297
15 – INSTALLING A TERMINAL SERVER
Configuring TCP port numbers (Lantronix)
The server communicates to devices connected to the Lantronix via TCP/IP using
TCP port numbers, which can be any number between 4000 and 4999. The
Lantronix terminal server, for services like Telnet, reserves other port numbers.
You must also map the TCP port numbers to serial ports.
To configure a port
1
If required, start a Telnet connection to the Lantronix terminal server. See
“Setting up a Telnet session”.
2
Type:
define service "service_name" tcpport tcp_port_number ports n
where:
Part
Description
service_name
The port identification string, such as serport3.
tcp_port_number
The TCP port number, between 4000 and 4999.
n
The serial port number.
To check that you have correctly configured the TCP port
1
Example
Type list services service_name characteristics
where service_name is the port identification string.
The following command creates a service with a TCP port number of 4003
mapped to serial port 3.
define service "serport3" tcpport 4003 ports 3
Related topics
“Setting up a Telnet session to configure a Lantronix” on page 296
298
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CONFIGURING A LANTRONIX
Setting the Lantronix’s inactivity timeout
It is strongly recommended that you specify an inactivity timeout for the
Lantronix terminal server. If the Lantronix terminal server sees no
communication on a particular serial port within the timeout period, it disconnects
the connection between that port and the EBI server.
To set the inactivity timeout
1
If required, start a Telnet connection to the Lantronix terminal server. See
“Setting up a Telnet session”.
2
Type define server inactivity timer n
where n is the inactivity timeout in minutes (an integer value, typically set to
2)
3
To check that you have set the correct timeout period, type show server.
4
To enable the inactivity timeout for all ports, type define port all
inactivity logout enabled.
5
To check that you have enabled the inactivity timeout for all ports, type show
port n
where n is the port number.
Related topics
“Setting up a Telnet session to configure a Lantronix” on page 296
299
15 – INSTALLING A TERMINAL SERVER
Setting the Lantronix’s TCP keepalive timer
If you have a redundant server system, you must set the TCP keepalive timer so
that the backup server can connect to the Lantronix if the primary server fails.
The keepalive timer ensures that the Lantronix automatically disconnects and
frees a connection to a ports if it looses communication with the server, for
example, if the server or the network connection fails.
Attention You cannot set the keepalive timer if there is an active session through the
Lantronix.
To set the keepalive timer
1
If required, start a Telnet connection to the Lantronix terminal server. See
“Setting up a Telnet session”.
2
Type define server keepalive s
where s is the keepalive time in seconds (an integer value, typically set to 10
for a LAN environment, or 20 for a WAN environment).
3
Check that you have set the correct value by typing:
list server
Related topics
“Setting up a Telnet session to configure a Lantronix” on page 296
300
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CONFIGURING A LANTRONIX
Configuring a serial port (Lantronix)
You must configure the characteristics (baud rate, parity and so on) of each serial
port so that it can communicate with the device to which is attached.
Prerequisites
•
The port must not have a connection with the server. If it has a connection,
disconnect it by typing logout port n
where n is the port number.
To view the port’s current settings
1
If required, start a Telnet connection to the Lantronix terminal server. See
“Setting up a Telnet session”.
2
Type define port n hardware
where n is the serial port number.
To configure a port
1
Type the following command:
define port [all|n] parameters
where:
Part
Description
all|n
The port(s) being configured.
Use all if you are changing all ports. Alternatively,
specify the port number or range of numbers, for
example 1, or 1-5.
parameters
The parameter(s) being configured, as shown in the
table below.
The following table lists the values for the main port parameters. See the
Lantronix documentation for more details.
Port Parameter
Values
access
#remote
autoband
#disabled
character size
7, *8
flow control
none, CTS, XON, DSR, *disabled, enabled
parity
*none, even, odd, mark, space
speed
300, 600, 1200, 2400, 4800, *9600, 19200, 38400,
56000, 57600, 115200, 230400
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15 – INSTALLING A TERMINAL SERVER
Port Parameter
Values
stop
*1, 2
Where:
• * is the typical setting.
• # is a required setting for remote services, such as controllers.
Example
This command sets up serial port 3 to operate at 9600 baud and no parity.
define port 3 autobaud disabled access remote parity none flow
disabled speed 9600
This command sets up serial port 4 to operate at 19200 baud and even parity.
define port 4 autobaud disabled access remote parity even flow
disabled speed 19200
Related topics
“Setting up a Telnet session to configure a Lantronix” on page 296
302
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CONFIGURING A LANTRONIX
Adding the Lantronix IP address to the server’s hosts file
You must add the IP address and name of the Lantronix to the server’s hosts file.
To add the IP address
1
Choose Start > Programs > Accessories > Command Prompt to open a
Command Prompt window.
2
Type the following command to change to the folder for the hosts file:
cd /d %windir%\system32\drivers\etc
3
Open the hosts file by typing: notepad hosts
4
Move to the last line and type:
ip_address terminal_server_name
where:
•
ip_address is the IP address assigned.
•
terminal_server_name is the TCP Host Name. (You must specify this
name in Quick Builder when configuring a controller that is connected to
this Lantronix.)
For example, the new line may look like this:
192.168.0.84 esii
5
After editing the server’s hosts file, it is recommended you confirm that the
computer can resolve the name that you have added.
To confirm the change
1
In the Command Prompt window type:
ping terminal_server_name
where terminal_server_name is the TCP Host Name that you added to the
hosts file.
For example:
ping esii
303
15 – INSTALLING A TERMINAL SERVER
Connecting controllers to a Lantronix
This section provides general instructions on connecting controllers to a
Lantronix. Note that you must also read the appropriate Controller References to
see if there are any specific restrictions applicable to the controllers you want to
connect.
Cabling
The following figure shows a no-handshaking, RS-232 cable, suitable for
connecting most controllers to an Lantronix.
Figure 7 Typical RS-232 Controller-Lantronix Cable
Lantronix Terminal Server
RJ45 Port
CTS (in)
DSR (in)
RX+ (in)
RXTXTX+ (out)
DTR (out)
RTS (out)
8
7
6
5
4
3
2
1
Controller
Female DB9
7
4
3
RTS
DTR
TXD
5
2
6
8
SG
RXD
DSR
CTS
Configuring the port in Quick Builder
You use Quick Builder to configure each controller that is connected to the
Lantronix.
The following properties (Port tab) are specific to an Lantronix.
Property
Description
Port Type
Select Terminal Server.
Terminal Server TCP Host Name The name you defined in the server’s hosts file for
the Lantronix to which the controller is connected.
See “Adding the IP address to the server’s hosts file”.
If you haven’t added the terminal server’s details to
the hosts file, you can type its IP address.
304
Terminal Server TCP Port No
The number of the TCP port to which the controller is
connected. For example, if the controller is connected
to serial port 2, and that is mapped to TCP port 4003,
you would type 4003. See “Configuring TCP port
numbers”.
Idle Timeout
Leave at 180 sec.
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CONFIGURING A LANTRONIX
Related topics
“Adding the Lantronix IP address to the server’s hosts file” on page 303
“Configuring TCP port numbers (Lantronix)” on page 298
305
15 – INSTALLING A TERMINAL SERVER
Changing the Lantronix’s TCP/IP address
If you ever reconfigure your network, you have to define the Lantronix’s new
TCP/IP address.
To change the TCP/IP address
1
Disconnect the Ethernet cable from the Lantronix to ensure no current
connections.
2
Change the IP address by typing:
define server ipaddress ip_address
where ip_address is the IP address.
3
Reconnect the Ethernet cable.
4
Check the IP address by typing:
list server
306
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CONFIGURING A CISCO 2610 ROUTER
Configuring a Cisco 2610 Router
This section describes how to configure a Cisco 2610 Router so that the server
can communicate with devices, such as controllers, connected to its serial ports.
If you have problems, see “Terminal server problems”.
Prerequisites
•
A computer to configure the router. It must be loaded with Windows
HyperTerminal, the configuration application. Note that HyperTerminal is no
longer provided with Windows 7 and Windows Server 2008. You should refer
to the manufacturer’s documentation to find out how to configure your
terminal server without using HyperTerminal.
•
A 4-port or 8-port asynchronous/synchronous network module.
•
A “Console” cable (connects the router to the computer).
•
An adapter, either RJ-45-to-DB-9 or RJ-45-to-DB-25, depending on the
computer’s COM ports.
•
A 10baseT Ethernet cable (to connect the router to an Ethernet hub or switch).
Tasks
Complete the tasks in the following order.
Make a copy of this checklist before starting, so that you can easily keep track of
where you are in the installation process.
Step
Go To:
Preliminary setup.
page 308
Configure the router’s Ethernet properties.
page 309
Configure the router’s serial ports.
page 314
Add the IP address to the server’s hosts file.
page 321
Connect controllers as required.
page 322
Done
Related topics
“Terminal server problems” on page 428
307
15 – INSTALLING A TERMINAL SERVER
Preliminary Cisco 2610 Router setup
You must install the network module, connect the console cable and connect the
router to the server.
To set up the router
308
1
Install the module in the empty module slot located at the rear of the router.
2
Connect one end of the console cable to the light-blue port labeled
CONSOLE on the rear of the router.
3
Connect the other end of the console cable to the adapter.
4
Connect the adapter to the COM1 port on the computer.
5
Connect the Ethernet cable to the yellow 10baseT port labeled
ETHERNET 0/0 on the rear of the router.
6
Connect the other end of the Ethernet cable to an Ethernet hub or switch.
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CONFIGURING A CISCO 2610 ROUTER
Configuring the Cisco 2610 router’s Ethernet properties
You use HyperTerminal to configure the router’s Ethernet properties, including its
IP address and passwords.
Attention If you type an incorrect character while typing a command in
HyperTerminal, use CTRL+D to backspace. (The BACKSPACE key does
not work as expected when entering commands in HyperTerminal.)
To configure the Ethernet properties
1
Start Microsoft Windows HyperTerminal by choosing Start > Programs >
Accessories > Communications > HyperTerminal.
2
When prompted for the name of your new connection, type C2610. The
Connect To dialog box opens.
3
Set Connect Using to COM1 and click OK. The COM1 Properties dialog
box opens.
4
Set the COM1 Port values as follows:
Parameter
Value
Baud Rate (Bits per second)
9600
Data Bits
8
Parity
None
Stop Bits
1
Flow Control
None
5
Check that something similar to the following appears at the HyperTerminal
prompt:
System Bootstrap, Version 11.3(1)XA, PLATFORM SPECIFIC RELATED
SOFTWARE (fc1)
Copyright (c) 1998 by cisco Systems, Inc.
C2600 platform with 32768 Kbytes of main memory
6
If this doesn’t appear (while still connected through HyperTerminal), switch
off the router, wait 10 seconds, and then turn it back on.
7
Follow the online instructions for configuring the router, until you reach the
router’s host name.
8
Specify the router’s hostname, for example 2600.
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15 – INSTALLING A TERMINAL SERVER
9
Follow the online instructions to configure the router’s passwords:
•
Set the enable secret password to system. The enable secret password
protects access to privileged EXEC and configuration modes.
•
Set the virtual terminal password to 2600. The virtual terminal password
protects access to the router over a network interface (such as telnet).
10 Continue the setup until the messages stop and a prompt containing the
hostname appears as the prompt, for example: 2600>.
11 Type enable
12 At the Password: prompt, type system
where system is the privileged EXEC password.
The prompt changes to 2600#. (The “#” indicates privileged EXEC mode.)
You must be in privileged EXEC mode to perform the remaining
configuration tasks.
13 Configure the router by typing the appropriate configuration commands:
•
If the router and server are connected to LANs on different subnets,
specify the gateway address
•
Specify the router’s IP address
•
Set the TCP keepalive timer
14 When you have finished, press CTRL+Z to exit to privileged EXEC mode.
15 To save the changes, type:
copy running-config startup-config
Related topics
“Specifying the Cisco 2610 router’s gateway address” on page 311
“Specifying the Cisco 2610 router’s IP address” on page 312
“Setting the Cisco 2610 router’s TCP keepalive timer” on page 313
310
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CONFIGURING A CISCO 2610 ROUTER
Specifying the Cisco 2610 router’s gateway address
If the router and the server are connected to LANs on different subnets, you must
specify the gateway address for the router in its global IP settings.
To specify the gateway address
1
Type configure terminal
The prompt changes to 2600(config)#
2
Type:
no ip routing
ip default-gateway a.b.c.d
where a.b.c.d is the IP address of your subnet’s gateway.
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15 – INSTALLING A TERMINAL SERVER
Specifying the Cisco 2610 router’s IP address
To specify the IP address
1
Type configure terminal
The prompt changes to 2600(config)#
2
Type:
interface Ethernet 0/0
ip address e.f.g.h w.x.y.z
no shutdown
where:
312
•
e.f.g.h is the IP address of the router
•
w.x.y.z is its subnet mask.
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CONFIGURING A CISCO 2610 ROUTER
Setting the Cisco 2610 router’s TCP keepalive timer
If you have a redundant server system, you must configure the TCP keepalive
timer so that the backup server can connect to the Cisco 2610 Router if the
primary server fails.
The keepalive timer ensures that the Cisco 2610 Router automatically disconnects
and frees a connection to a port if it looses communication with the server, for
example, if the server or the network connection fails.
To set the keepalive timer
1
Type configure terminal
The prompt changes to 2600(config)#
2
Type:
interface Ethernet 0/0
keepalive n
where n is the keepalive time in seconds (an integer value, typically set to 10).
313
15 – INSTALLING A TERMINAL SERVER
Configuring serial ports (Cisco 2610 router)
You configure the serial ports by logging into the router via Telnet and entering
privileged EXEC mode.
To log on to Telnet and configure the serial ports
1
Choose Start > Run to open the Run dialog box.
2
Type telnet a.b.c.d
where a.b.c.d is the IP address of the router.
3
Click OK.
4
Wait until the “User Access Verification” message and the Password: prompt
appears.
5
Type virtual terminal password, for example 2600
6
Type enable
7
At the Password: prompt, type system
where system is the privileged EXEC password.
8
Configure each serial port by typing the appropriate configuration commands:
9
•
Set up the port
•
Set the keepalive timer
•
Set the communications characteristics
•
Set the inactivity timer
When you have finished, press CTRL+Z to exit to privileged EXEC mode.
10 To save the changes, type:
copy running-config startup-config
Related topics
“Setting up a serial port (Cisco 2610 router)” on page 315
“Setting a serial port’s TCP keepalive timer (Cisco 2610 router)” on page 316
“Configuring the communications characteristics (Cisco 2610 router)” on
page 317
“Setting a serial port’s inactivity timer (Cisco 2610 router)” on page 319
314
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CONFIGURING A CISCO 2610 ROUTER
Setting up a serial port (Cisco 2610 router)
The serial interface ports are those of the asynchronous/synchronous network
module (with either 4 or 8 ports). For example, the port numbers for an 8-port
module are:
•
Port 0 = interface serial 1/0
•
Port 1 = interface serial 1/1
•
Port 2 = interface serial 1/2
•
Port 3 = interface serial 1/3
•
Port 4 = interface serial 1/4
•
Port 5 = interface serial 1/5
•
Port 6 = interface serial 1/6
•
Port 7 = interface serial 1/7
To set up a serial interface
1
Type:
configure terminal
interface serial 1/x
physical-layer async
no ip address
no ip mroute-cache
async default routing
async mode interactive
no shutdown
no fair-queue
where x is the number of the serial port.
315
15 – INSTALLING A TERMINAL SERVER
Setting a serial port’s TCP keepalive timer (Cisco 2610 router)
To set the keepalive timer
1
Type:
configure terminal
interface serial 1/x
keepalive n
where:
316
•
x is the number of the serial port,
•
n is the keepalive time in seconds (an integer typically set to 10).
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CONFIGURING A CISCO 2610 ROUTER
Configuring the communications characteristics (Cisco 2610 router)
You must configure the characteristics (baud rate, parity and so on) of each serial
port so that it can communicate with the device to which is attached.
You must also configure each serial port as a TTY line so that it has the same
functionality as a serial line on a terminal server. You do this by assigning the
appropriate TTY line number and TCP port number for each serial port, as shown
in the following table.
Serial Port
TTY Line Number
TCP Port Number
Port 0
33
4033
Port 1
34
4034
Port 2
35
4035
Port 3
36
4036
Port 4
37
4037
Port 5
38
4038
Port 6
39
4039
Port 7
40
4040
Attention If the installed network module or 2600 series router is different from the
configuration described here, see the Cisco Network Modules Hardware
Installation Guide.
To configure characteristics of a serial port
1
Type:
configure terminal
line tty n
terminal-type vt210
no autobaud
speed baud_rate
parity parity_setting
transport input telnet
transport output telnet
transport preferred telnet
databits x
flowcontrol flowcontrol_setting
stopbits num_stop_bits
where:
Variable
Description
n
The TTY number associated with the serial port
317
15 – INSTALLING A TERMINAL SERVER
Variable
Description
baud_rate
The baud rate, for example 9600
parity_setting
The parity setting, for example NONE
x
The number of data bits, for example 8
flowcontrol_setting
The flow control setting, for example NONE
num_stop_bits
The number of stop bits, for example 1
To check a serial port’s settings
1
318
Type show line n
where n is the TTY line number.
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CONFIGURING A CISCO 2610 ROUTER
Setting a serial port’s inactivity timer (Cisco 2610 router)
Honeywell strongly recommends that you specify an inactivity timeout for each
serial port. If there is no communication on a port within the timeout period, the
router disconnects the connection between that port and the server.
To set the inactivity timer
1
Type:
line tty n
session-timeout x
where:
•
n is the line number (for example 33)
•
x is the inactivity time in minutes (for example 1).
319
15 – INSTALLING A TERMINAL SERVER
Setup example for typical controller’s serial port 3 (Cisco 2610 router)
These commands set up serial port 3 for a typical controller.
Example
320
configure terminal
line tty 36
session-timeout 1
terminal-type vt210
no autobaud
speed 9600
parity none
transport input telnet
transport output telnet
transport preferred telnet
databits 8
flowcontrol none
stopbits 1
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CONFIGURING A CISCO 2610 ROUTER
Adding the Cisco 2610 router IP address to the server’s hosts file
You must add the IP address and name of the router to the server’s hosts file.
To add the IP address
1
Choose Start > Programs > Accessories > Command Prompt to open a
Command Prompt window.
2
At the c:\> prompt, change to the folder for the hosts file:
cd /d %windir%\system32\drivers\etc
3
Open the host file by typing:
notepad hosts
4
Move to the last line and type:
a.b.c.d terminal_server_name
where:
•
a.b.c.d is the IP address
•
terminal_server_name is the TCP Host Name. (You must specify this
name in Quick Builder when configuring a controller that is connected to
the this router.)
For example, the new line may look like this:
192.168.0.84 c2610
5
After editing the server’s hosts file, it is recommended you confirm that the
computer can resolve the name that you have added.
To confirm the change
1
Choose Start > Programs > Accessories > Command Prompt to open a
Command Prompt window.
2
At the c:\> prompt, type:
ping terminal_server_name
where terminal_server_name is the TCP Host Name which you added to the
hosts file.
For example, the new line may look like this:
ping c2610
321
15 – INSTALLING A TERMINAL SERVER
Connecting controllers to a Cisco 2610 router
This section provides general instructions on connecting controllers to a Cisco
router. Note that you must also read the appropriate Controller References to see
if there are any specific restrictions applicable to the controllers you want to
connect.
Cabling
The following figure shows a no-handshaking, RS-232 cable, suitable for
connecting most controllers to a Cisco router.
Figure 8 Typical Controller-Router Cable
Cisco
DB25
TxD
RxD
Signal Ground
RTS
CTS
DTR
DCD
Controller
DB9
2
3
7
4
5
20
8
3
2
5
6
4
1
DB25
TxD
RxD
Signal Ground
DSR
DTR
DCD
2
3
7
6
20
8
Configuring the port in Quick Builder
You use Quick Builder to configure each controller that is connected to the router.
The following properties in the Port tab are specific to a Cisco router.
Property
Description
Port Type
Select Terminal Server.
Terminal Server TCP Host Name The name you defined in the server’s hosts file for
the router to which the controller is connected. See
“Adding the IP address to the server’s hosts file”.
If you haven’t added the router’s details to the hosts
file, you can type its IP address.
322
Terminal Server TCP Port No
The number of the TCP port to which the controller is
connected. For example, if the controller is connected
to serial port 2, and that is mapped to TCP port 4035,
you would type 4035. See “Configuring the
communications characteristics”.
Idle Timeout
Leave at 180 sec.
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CONFIGURING A CISCO 2610 ROUTER
Related topics
“Adding the Cisco 2610 router IP address to the server’s hosts file” on page 321
“Configuring the communications characteristics (Cisco 2610 router)” on
page 317
323
15 – INSTALLING A TERMINAL SERVER
Advanced Cisco 2610 router commands
These commands allow you to change the router’s IP address, passwords, and so
on. For more information, see the Cisco Network Modules Hardware Installation
Guide.
In order to use these commands
1
Log on to the router via Telnet and enter privileged EXEC mode. (See
“Configuring the router’s Ethernet properties”.)
2
Type configure terminal, and then type one or more commands, as
required.
3
When you have finished, press CTRL+Z to exit to the privileged EXEC mode.
4
Save the change by typing:
copy running-config startup-config
To change the router’s host name
hostname name
where name is the new host name.
To change the Privileged EXEC m secret password
enable secret password
where password is the new password.
To change the virtual terminal password
line vty 0
password password
where password is the new password.
To view the router’s configuration
show configuration
This does not show the privileged EXEC password.
Related topics
“Configuring the Cisco 2610 router’s Ethernet properties” on page 309
324
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CONFIGURING A SYSTECH
Configuring a Systech
This section describes how to configure a Systech RCS-3282 or RCS-6008 so that
the server can communicate with devices, such as controllers, connected to its
serial ports.
The TCP port number assigned for each port cannot be changed.
For the RCS-3282, the port numbers are:
-
Port 1 = 8001 (Raw TCP)
- Port 2 = 8002 (Raw TCP)
For the RCS-3282, the port numbers are:
-
Port 1 = 8001
-
Port 2 = 8002
-
Port 3 = 8003
-
Port 4 = 8004
-
Port 5 = 8005
-
Port 6 = 8006
-
Port 7 = 8007
-
Port 8 = 8008
If you have problems, see “Terminal server problems”.
Prerequisites
•
A computer to configure the Systech, which is loaded with Internet Explorer.
•
The computer must not be running any application that uses the COM1 port.
Tasks
Complete the tasks in the following order.
Task
Go to
Specify the Systech’s IP address.
page 327
Log on to the Systech via Internet Explorer.
page 328
Change the TCP/IP settings.
page 329
Done
If the Systech is connected to the EBI server via a router, page 267
configure the route from the Systech to the EBI server.
Configure the TCP keepalive timer.
page 331
Configure the Systech’s serial ports.
page 332
325
15 – INSTALLING A TERMINAL SERVER
Task
Go to
Connect controllers as required.
page 336
Related topics
“Terminal server problems” on page 428
326
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Done
CONFIGURING A SYSTECH
Specifying the Systech’s IP address
You specify the Systech’s IP address using the NativeCOM software.
Attention Do not assign virtual COM ports COM3 and COM4; this feature of the
terminal server must not be used. The EBI terminal server driver must be
used instead.
Prerequisites
•
NativeCOM software is installed.
To specify the IP address
1
Click Start > Programs > NativeCOM > NativeCOM Configuration
Utility.
2
From the Port Server group click Add.
3
Click Add Unlisted Port Server.
4
Click Assign IP Address.
5
Type the Ethernet Address and the New IP Address of your Systech Terminal
Server and click Assign IP Address.
After assigning an IP address, the Add Port Server dialog box will appear.
6
In the Step 1 - Select a port server area, select the terminal server.
7
In the Step 2 - Configure the port template area, type a name for the serial
ports and click Driver Settings.
8
In the Driver Settings dialog box, make sure only Write Errors on Failed
Network Connection is selected, then click OK.
9
In the Step 3 - Select COM ports area, leave the defaults.
10 Click OK and then click Close.
327
15 – INSTALLING A TERMINAL SERVER
Logging into the Systech terminal server using Internet Explorer
Once your terminal server's IP address is configured, it is recommended to log on
to the terminal server using Internet Explorer.
To log on using Internet Explorer
1
Start Internet Explorer.
2
In the address bar type: //a.b.c.d
where a.b.c.d is the IP address of your Systech terminal Server.
For example: //220.0.0.1.
Results
The main configuration menu is displayed.
328
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CONFIGURING A SYSTECH
Changing the Systech’s TCP/IP address
If you ever reconfigure your network, you have to define the Systech’s new TCP/
IP address.
To change the TCP/IP address
1
Click the IP Address link.
2
Type the IP address and IP Netmask addresses.
3
Click Apply Changes.
4
Click Save Changes.
5
You need to reboot the terminal server for the new settings to take effect. Do
this by cycling the power.
329
15 – INSTALLING A TERMINAL SERVER
Configuring the router/gateway address (Systech)
If your terminal server is connected to the EBI server via a router, you need to
configure the route from the terminal server to the EBI server.
For the terminal server to be able to be reached by all computers on a different
subnet, use that subnets router or gateway address, as the destination address in
the terminal server.
To configure the gateway
Example
1
Click the Routing/Gateways link.
2
Type the Destination address.
This is the address of your EBI Server.
3
Type the Gateway address.
This is the address of the router that the terminal server communicates with.
4
From the Flags options, select net.
“Net” indicates that the destination IP address is a computer on the specified
network.
5
In Metric, specify the number of jumps to reach the destination address.
6
From the Gateway type options, select address.
Address indicates that the Gateway is an address.
7
Click Add Entry.
8
Click Save Changes.
9
You need to reboot the terminal server for the new settings to take effect. Do
this by cycling the power.
Your server is connected and has IP address 192.168.0.3 and the Systech Terminal
Server is connected and has IP address 220.0.0.1.
The settings would be:
330
Parameter
Value
Destination
192.168.0.3
Gateway
220.0.0.240
Flags
net
Metric
1
Gateway Type
address
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CONFIGURING A SYSTECH
Configuring the Systech’s TCP keepalive timer
It is highly recommended that you configure the TCP keepalive timer. This will
ensure that a TCP connection will quickly be released if one side of the
connection is terminated abnormally. The TCP keepalive timer is essential in
redundant systems where it is vital that the backup server can connect to the
terminal server if the server acting as primary fails.
To configure the TCP Keepalive timer
1
Click the TCP Keep Alive link.
2
Set the tcp_keepidle to 10.
This sets the keepalive timer to 10 seconds.
3
Set the tcp_keepcnt to 8.
This sets the number of TCP keepalive packets.
4
Click Apply Changes.
5
Click Save Changes.
331
15 – INSTALLING A TERMINAL SERVER
Configuring serial ports (Systech)
To configure the serial ports
1
Click the Port Parameters link.
2
Select either Port 1 or Port 2.
3
Use the following table to set the ports characteristics.
Table 1 Terminal Server Serial Port Settings
Command
Option
Typical Settings
Baud Rate
300 to 115200
9600
Inactivity Timeout
0 (default)
60
Character size
5
8
6
7
8
Stop Bits
1
1
2
Parity
None
None
Even
Odd
Mark
Space
Interface Type
RS-232
RS-232
RS-422
RS-485
Flow Control
Input Software Flow Control
No to all
Output Software Flow Control
RTS/CTS Hardware Flow Control
DTR/DSR Hardware Flow Control
Need DCD to open port
Ignore
Ignore
Required
Reverse-Telnet (RTN)
Enabled
Disabled
332
4
After you have made the changes, click Apply Changes.
5
Click Save Changes.
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Enabled
CONFIGURING A SYSTECH
Adding the Systech’s IP address to the server’s hosts file
You must add the IP address and name of the Systech to the server’s hosts file.
To add the IP address
1
Choose Start > Programs > Accessories > Command Prompt to open a
Command Prompt window.
2
At the c:\> prompt, change to the folder for the hosts file:
cd /d %windir%\system32\drivers\etc
3
Open the hosts file by typing: notepad hosts
4
Move to the last line and type:
a.b.c.d terminal_server_name
where:
•
a.b.c.d is the IP address
•
terminal_server_name is the TCP Host Name. (You must specify this
name in Quick Builder when configuring a controller that is connected to
the this EasyServer II.)
For example, the new line may look like this:
220.0.0.1 systech
5
After editing the server’s hosts file, it is recommended you confirm that the
computer can resolve the name that you have added.
To confirm the change
1
Choose Start > Programs > Accessories > Command Prompt to open a
Command Prompt window.
2
At the c:\> prompt, type:
ping terminal_server_name
where terminal_server_name is the TCP Host Name which you added to the
hosts file.
For example, the new line may look like this:
ping systech
333
15 – INSTALLING A TERMINAL SERVER
Upgrading the Systech terminal server to current release
The Systech terminal server software consists of the following components:
•
Firmware—boot-time code
•
Operational Software—run-time code
•
Factory Configuration—the configuration to return to if you corrupt your
current configuration
To upgrade the Systech
1
Download the latest files from the Systech web site, http://
www.systech.com.
2
Check if the Systech Port Server Utilities program is installed on the
computer. If it isn’t, install it from the Systech CD.
3
Start the Port Server Utilities program.
4
If there is no Port server listed, click Add Unlisted Port Server.
5
In the Existing IP address field, type the IP address of the terminal server and
click Add this Port Server.
6
Select the Update/Reboot Unit tab.
7
In BDNL Files to Update, type the path of the file that will update the
terminal server.
8
Select Reboot unit (required for new BDNL to take effect).
9
Select the terminal server from the list.
10 Click Update/Reboot Unit.
334
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CONFIGURING A SYSTECH
Configuring the Systech terminal server for use with fast failover
In a redundant server system, the backup server must be able to communicate
with the field devices as soon as it becomes the primary server.
Terminal servers implement the concept of a TCP keepalive timer. The TCP
keepalive timer ensures that the terminal server automatically disconnects and
frees a connection to one of its ports if communication with the server is lost (if
the server fails or the network connection is broken). This enables the backup
server to take over communication with the field devices.
Once the keepalive time has expired, a keepalive packet is sent from the Systech
terminal server to the server. The interval between these keepalive packets is the
greater of 2 seconds and the keepalive time/96. If the server does not respond
to a configured number of keepalive packets the terminal server assumes that the
connection has been broken and it allows the backup server to establish a
connection.
This means that the Systech terminal server will free up a connection to one of its
ports if communication with a server has been lost for the keepalive time +
number of keepalive packets * 2 seconds. That is, for a 10-second keepalive
time, the connection to one of its ports is freed up after 26 seconds of lost
communication with the server (assuming the number of keepalive packets is 8).
The following table shows the recommended settings for the keepalive time and
the number of keepalive packets for various redundant server configurations. To
configure a Systech terminal server for server redundancy fast failover, see
“Configuring the Systech’s TCP keepalive timer” and use the values in this table.
Table 2 TCP Keepalive Settings for Fast Failover
Servers configured for:
Recommended
keepalive time
(seconds)
Normal failover
communicating with
terminal servers on a
high-speed LAN
Fast failover
communicating with
terminal servers on a
high-speed LAN
Normal or fast failover
communicating with
terminal servers on
low-speed WAN
10
5
20
3
8
Recommended
8
number of
keepalive packets
Related topics
“Configuring the Systech’s TCP keepalive timer” on page 331
335
15 – INSTALLING A TERMINAL SERVER
Connecting controllers to a Systech
This section provides general instructions on connecting controllers to a Systech.
Note that you must also read the appropriate Controller References to see if there
are any specific restrictions applicable to the controllers you want to connect.
Cabling
The following figures show typical cables, suitable for connecting most
controllers to a Systech.
Figure 9 Typical No Handshaking connections
SystechTerminal Server
DB9
Controller
DB25
DB9
2
3
7
4
5
20
8
TxD
3
RxD
2
5 Signal Ground
RTS
7
CTS
8
DTR
4
DCD
1
3
2
5
6
4
1
DB25
TxD
RxD
Signal Ground
DSR
DTR
DCD
2
3
7
6
20
8
Figure 10 TDC Hiway Bridge Connection
SystechTerminal Server
DB9
DB25
TxD
3
RxD
2
5 Signal Ground
RTS
7
CTS
8
DTR
4
DCD
1
336
Controller
DB9
2
3
7
4
5
20
8
www.honeywell.com/buildingsolutions
3
2
5
6
4
1
7
8
DB25
TxD
RxD
Signal Ground
DSR
DTR
DCD
RTS
CTS
2
3
7
6
20
8
4
5
CONFIGURING A SYSTECH
Figure 11 RS-485 2-Wire connection
SystechTerminal Server
Controller
DB9 Female
DCD
RxB
TxB
DTR
GND
DSR
TxA
RxA
1
2
3
4
5
6
7
8
-RS-485
+RS-485
Configuring the port in Quick Builder
You use Quick Builder to configure each controller that is connected to the
Systech.
The following properties in the Port tab are specific to a Systech.
Property
Description
Port Type
Select Terminal Server.
Terminal Server TCP Host Name The name you defined in the server’s hosts file for
the Systech to which the controller is connected. See
“Adding the Systech’s IP address to the server’s hosts
file”.
If you haven’t added the terminal server’s details to
the hosts file, you can type its IP address.
Terminal Server TCP Port No
The number of the TCP port to which the controller is
connected, which is equal to 8000 plus the serial port
number. For example, if the controller is connected to
serial port 2, you would type 8002.
Idle Timeout
Leave at 180 sec.
Related topics
“Adding the Systech’s IP address to the server’s hosts file” on page 333
337
15 – INSTALLING A TERMINAL SERVER
338
www.honeywell.com/buildingsolutions
Installing controllers
16
You can install controllers independently of EBI. For example, you could install
the communications wiring, and physically connect controllers, before
purchasing the server.
Controller References
The EBI documentation includes a separate reference for each type of controller
or interface supported by EBI. (See Interface and Controller References.) Each
reference includes detailed information specific to the controller, including:
•
Hardware and firmware requirements
•
Communication options
•
Integration and configuration instructions.
If you use Quick Builder to configure a controller, the reference is also supplied
as part of Quick Builder’s Help.
339
16 – INSTALLING CONTROLLERS
340
www.honeywell.com/buildingsolutions
Planning for an upgrade
17
This section describes planning issues you need to address before you start
upgrading EBI.
If you are upgrading:
Go to:
EBI on the existing server
page 342
EBI on a new server
page 347
EBI on a DSA system
page 352
Point Servers or other components from the auxiliary DVD such as
BNPS, FPS, IPPS.
page 359
341
17 – PLANNING FOR AN UPGRADE
Planning for an upgrade to EBI on an existing server
Attention Careful planning significantly speeds up upgrade tasks and minimizes
upgrade problems.
The following table summarizes issues you need to address before you start
upgrading EBI. (The issues are not listed in any particular order, and some may
not be applicable to your system.)
Depending on the issue, you may need to perform the associated task:
•
Before you start the upgrade, for example, back up the EBI database
•
After you have finished upgrading the various components, for example,
reapply customizations to Station menus and system displays.
Issue
Comments
Computer hardware
Review the EBI compatibility matrix and check
whether the existing computer meets any new
hardware requirements.
Note: We recommend that you create a complete
backup of your hard drive using the Acronis True
Image suite. Alternatively, add an additional hard
drive so that you can “ghost” your existing hard drive
(create a backup copy of it) before you start the
upgrade.
Software
Review the EBI compatibility matrix and check
whether your existing software meets any new
software requirements, such as service packs.
Illegal point names
EBI no longer tolerates point names (point IDs) that
contain illegal characters. (For a list of illegal
characters, see “Point names” in the Configuration
and Administration Guide.)
Consequently, if your existing system contains any
illegal point names, you need to rename them before
the upgrade. For details, see “Renaming points with
illegal names (point IDs)” on page 391.
Known Issues Bulletin and
Software Release Bulletin
Read these for any last-minute information that may
affect the upgrade. They are on the EBI DVD and the
EBI and DVM Technical Support site (http://
ebi.acs.honeywell.com/).
System Design form
Update or fill in a new System Design form
(page 15).
342
www.honeywell.com/buildingsolutions
Done before Done after
upgrade?
upgrade?
PLANNING FOR AN UPGRADE TO EBI ON AN EXISTING SERVER
Issue
Comments
Renaming the server
If you want to change the server’s computer name,
change it after the upgrade.
Done before Done after
upgrade?
upgrade?
For detailed instructions, see “Renaming the Server
Computer” in the Configuration and Administration
Guide.
Backups
Back up the server, including the EBI database and
the Windows registry. Create a Windows restore
point.
Card Management System
If you have a Card Management System, back up the
database.
Access controllers
If you have any access controllers, you must perform
a “download all to all controllers” as soon as
practicable after you have completed the upgrade.
See “Downloading Access Information” in the
relevant Access Control Configuration Guide.
You must do this before you perform any “download
modified” or “download all to selected controller”
operations on you upgraded system.
Note: Because a download all temporarily disables
each controller as it is reconfigured, you should
schedule to perform this task at a suitable time.
Point Servers from the
auxiliary DVD
If you have any Point Servers or other components
that are installed from the auxiliary DVD, you need
to plan how you are going to upgrade them. See
“Planning for an upgrade to components installed
from the auxiliary DVD” on page 359.
PhotoID
If you have PhotoID with the Card Management
System, back up the PhotoID folder and its subfolders. This backs up the photos, signatures, and
card layouts.
Events
Archive all events.
Any events that are not archived will be lost because
the event subsystem uses a new format. However,
you can restore archived events using the Event
Archiving Converter utility.
Quick Builder projects
Create one or more Quick Builder projects that
reflect your current system configuration by
performing an upload.
If you want to use existing hardware definition
(hdwbld) files to build printers, you must change the
CYRILLIC keyword to LANGUAGE=CYRILLIC.
343
17 – PLANNING FOR AN UPGRADE
Issue
Comments
Windows accounts
The EBI-specific Windows user accounts deleted and
recreated during the upgrade.
Any printers that were added to your existing system
using the “old” mngr account need to be re-added
using the “new” mngr account.
System displays
Existing system displays are replaced with new ones.
If you have made any changes to an existing system
display, you must reapply them to the new display
after the upgrade. This applies in particular to the
System Startup display, which is often customized.
Custom displays
Some objects in custom DSP displays created in pre
R320.2 versions of Display Builder may not render
correctly.
If a display does not render correctly after the
upgrade, open it using the current version of Display
Builder and then save it.
Station menus
Existing menu files are replaced with new ones.
If you have made any changes to the existing menus,
you must reapply them to the new menus after the
upgrade.
Station-level scripts
If you have any Station-level scripts (scripts attached
to Stations rather than to individual displays), you
must reattach them after the upgrade.
System acronyms
The existing set of system acronyms are replaced
with a new set.
If you have made any changes to the existing set, you
must reapply them after the upgrade.
Scan periods
The scan periods are reset to their default values.
If you use specialized scan periods, you must reapply
them after the upgrade.
Localization
Localization settings are lost during the upgrade. You
must reapply localization settings after the upgrade.
Hosts file
Back up or print the hosts file, %windir%\
system32\drivers\etc\hosts.
This file contains various connection details that you
may have to reapply after the upgrade.
344
www.honeywell.com/buildingsolutions
Done before Done after
upgrade?
upgrade?
PLANNING FOR AN UPGRADE TO EBI ON AN EXISTING SERVER
Issue
Comments
Folders and files
The server folder and sub-folders are deleted
during the upgrade. If you have any customized files
or user files in any of these folders, you must back up
these files before the upgrade and then copy the files
to the new folders after the upgrade. Examples
include: history archives (in archive), event
archives (in evtarch) and user files (in user)
custom reports (in reports).
Station configuration file
(Station.ini)
Back up station.ini, which is located in
%windir%.
Done before Done after
upgrade?
upgrade?
If you made any changes to the existing file, you need
to reapply them to the new file after the upgrade.
The following have changed or are new:
• The IconPopToTopOnAlarm option has been
removed, and is no longer recognized by Station.
Its replacement is FlashWindowOnAlarm, which
enables Station to flash its title bar and taskbar
icon when an alarm is generated. This behavior is
disabled by default.
• DisConnectTimeout and KeepAliveTimeout
settings have been added, and are used to
configure fast Station failover.
For details, see “Station.ini” in the Configuration and
Administration Guide.
Station setup file
(default.stn)
Back up the default Station setup file, default.stn,
which is located in Honeywell\client\station.
The new Station setup file is configured as “static
Station 1”. If this is not correct, you must make the
appropriate changes in Station after the upgrade. For
details, see “Connection properties” in the
Configuration and Administration Guide.
Alarms and messages
Alarms and messages currently in the system are lost
during the upgrade.
You therefore need to resolve any alarms before
starting the upgrade.
Message Pad
The Message Pad contents are lost during the
upgrade.
History archive search path After the upgrade, you must specify the history
archive search path using the EBI Configuration
Panel. For details, see “Configuration Panel” in the
Configuration and Administration Guide.
345
17 – PLANNING FOR AN UPGRADE
Issue
Comments
Custom applications
Custom applications built for your existing system
must be re-compiled and re-linked using an
appropriate development environment. See the
Application Development Guide for details about
qualified compilers.
File replication
If your existing system has any customized file
replication settings, you must reapply them after the
upgrade.
File dumps
Do not use any file dumps of the pre-upgrade
database to restore the upgraded database.
DSA system
If you have a DSA system, ensure that it is working
without problems before you start the upgrade. In
particular ensure that:
• All point names within the existing system are
unique.
• The password for the Windows mngr account is
the same on all EBI servers.
File shares and Web shares
If you have manually defined any file or Web shares,
you have to remove them before the upgrade and
reapply them after the upgrade.
Honeywell Digital Video
If you have a Honeywell DVM system, you must
Manager (Honeywell DVM) uninstall some Honeywell DVM components before
upgrading EBI and then reinstall them after the
upgrade. For more details, see “Uninstalling and
reinstalling Honeywell DVM components” on
page 360.
346
www.honeywell.com/buildingsolutions
Done before Done after
upgrade?
upgrade?
PLANNING FOR AN UPGRADE TO EBI ON A NEW SERVER
Planning for an upgrade to EBI on a new server
Attention Careful planning significantly speeds up upgrade tasks and minimizes
upgrade problems.
The following table summarizes issues you need to address before you start
upgrading EBI. (The issues are not listed in any particular order, and some may
not be applicable to your system.)
Depending on the issue, you may need to perform the associated task:
•
Before you start the upgrade, for example, back up the EBI database
•
After you have finished upgrading the various components, for example,
reapply customizations to Station menus and system displays
Issue
Comments
New server computer
Review the EBI compatibility matrix and check
whether your new computer meets the hardware
requirements.
Illegal point names
EBI no longer tolerates point names (point IDs) that
contain illegal characters. (For a list of illegal
characters, see “Point names” in the Configuration and
Administration Guide.)
Done before Done after
upgrade?
upgrade?
Consequently, if your existing system contains any
illegal point names, you need to rename them before
the upgrade. For details, see “Renaming points with
illegal names (point IDs)” on page 391.
Known Issues Bulletin and Read these for any last-minute information that may
Software Release Bulletin affect the upgrade. They are on the EBI DVD.
System Design form
Fill in a new System Design form (page 15).
Renaming the server
If you want to change the server’s computer name,
change it after the upgrade.
For detailed instructions, see “Renaming the Server
Computer” in the Configuration and Administration
Guide.
Backups
Back up the server, including the EBI database and the
Windows registry.
Card Management System If you have a Card Management System, back up the
database.
347
17 – PLANNING FOR AN UPGRADE
Issue
Comments
Access controllers
If you have any access controllers, you must perform a
“download all to all controllers” as soon as practicable
after you have completed the upgrade. See
“Downloading Access Information” in the relevant
Access Control Configuration Guide.
You must do this before you perform any “download
modified” or “download all to selected controller”
operations on you upgraded system.
Note: Because a download all temporarily disables
each controller as it is reconfigured, you should
schedule to perform this task at a suitable time.
Point Servers from the
auxiliary DVD
If you have any Point Servers or other components that
are installed from the auxiliary, you need to plan how
you are going to upgrade them. See “Planning for an
upgrade to components installed from the auxiliary
DVD” on page 359.
PhotoID
If you have PhotoID with the Card Management
System, back up the PhotoID folder and its sub-folders.
This backs up the photos, signatures, and card layouts.
Events
Archive all events.
(Any events that are not archived will be lost because
the event subsystem uses a new format. However, you
can restore archived events using the Event Archiving
Converter utility.)
Quick Builder projects
Create one or more Quick Builder projects that reflect
your current system configuration by performing an
upload.
If you want to use existing hardware definition
(hdwbld) files to build printers, you must change the
CYRILLIC keyword to LANGUAGE=CYRILLIC.
System displays
Existing system displays are replaced with new ones.
If you have made any changes to an existing system
display, you must reapply them to the new display after
the upgrade. This applies in particular to the System
Startup display, which is often customized.
Custom displays
Some objects in custom DSP displays created in pre
R320.2 versions of Display Builder may not render
correctly.
If a display does not render correctly, open it using the
current version of Display Builder and then save it.
Station menus
348
If you have made any changes to the existing menus,
you must reapply them after the upgrade.
www.honeywell.com/buildingsolutions
Done before Done after
upgrade?
upgrade?
PLANNING FOR AN UPGRADE TO EBI ON A NEW SERVER
Issue
Comments
Station-level scripts
Station-level scripts (scripts attached to Stations rather
than to individual displays) must be reattached after the
upgrade.
System acronyms
If you have made any changes to the existing System
acronym set, you must reapply them after the upgrade.
Scan periods
If you use specialized scan periods, you must reapply
them after the upgrade.
Localization
You must reapply localization settings after the
upgrade.
Hosts file
Back up or print the hosts file, %windir%\
system32\drivers\etc\hosts.
Done before Done after
upgrade?
upgrade?
This file contains various connection details that you
may have to reapply after the upgrade.
Folders and files
The following folders are deleted during the upgrade.
These folders, and their sub-folders, may contain files
that you need after the upgrade. Examples include:
history archives (in archive), event archives (in
evtarch) and user files (in user).
Ensure that you back up any custom or user files in
these folders before the upgrade.
• server\data\cl
• server\def
• server\help
• server\i18n
• server\include
• server\lib
• server\options
• server\report for R310 or server\data\
report for R400
• server\run
• server\setup
• server\xlnet
If you need a file, you must copy it to the new folder on
the new computer after the upgrade.
349
17 – PLANNING FOR AN UPGRADE
Issue
Comments
Station configuration file
The default Station configuration file, station.ini
file is located in %windir%.
If you have made any changes to the old file, you need
to reapply them to the new file after the upgrade.
The IconPopToTopOnAlarm option has been
removed, and is no longer recognized by Station. Its
replacement is FlashWindowOnAlarm, which enables
Station to flash its title bar and taskbar icon when an
alarm is generated. This behavior is disabled by default.
DisConnectTimeout and KeepAliveTimeout
settings have been added, and are used to configure fast
Station failover.
For details, see “Station.ini” in the Configuration and
Administration Guide.
Station setup file
The new setup file is configured to as “static Station 1”.
If this is not correct, you must make the appropriate
changes in Station after the upgrade. “Connection
properties” in the Configuration and Administration
Guide.
RSLinx
The following file must be copied to the same location
on the new computer:
C:\Program Files\Honeywell\system\bin\
bootpdata.text
Alarms and messages
Alarms and messages currently in the system are lost
during the upgrade.
You therefore need to resolve any alarms before
starting the upgrade.
Message Pad
The Message Pad contents are lost during the upgrade.
Custom applications
Custom applications built for your existing system
must be re-compiled and re-linked using an appropriate
development environment. See the Application
Development Guide for details about qualified
compilers.
File replication
If your existing system has any customized file
replication settings, you must reapply them after the
upgrade.
File dumps
Do not use any file dumps of the pre-upgrade database
to restore the upgraded database.
350
www.honeywell.com/buildingsolutions
Done before Done after
upgrade?
upgrade?
PLANNING FOR AN UPGRADE TO EBI ON A NEW SERVER
Issue
Comments
DSA system
If you have a DSA system, ensure that it is working
without problems before you start the upgrade. In
particular ensure that:
Done before Done after
upgrade?
upgrade?
• All point names within the existing system are
unique.
• The password for the Windows mngr account is the
same on all EBI servers.
File shares and Web shares If you have manually defined any file or Web shares on
your existing server, you have to apply them to the new
server after the upgrade.
Honeywell Digital Video
Manager (Honeywell
DVM)
If you have a Honeywell DVM system, you must
uninstall some Honeywell DVM components before
upgrading EBI and then reinstall them after the
upgrade. For more details, see “Uninstalling and
reinstalling Honeywell DVM components” on
page 360.
351
17 – PLANNING FOR AN UPGRADE
Planning for an upgrade to EBI on a DSA system
Attention Careful planning significantly speeds up upgrade tasks and minimizes
upgrade problems.
The following table summarizes issues you need to address before you start
upgrading EBI. (The issues are not listed in any particular order, and some may
not be applicable to your system.)
Depending on the issue, you may need to perform the associated task:
•
Before you start the upgrade, for example, back up the EBI database
•
After you have finished upgrading the various components, for example,
reapply customizations to Station menus and system displays.
Ensure that the DSA system is working without problems before you start the
upgrade. In particular ensure that:
•
All point names within the existing system are unique.
•
The password for the Windows mngr account is the same on all EBI servers.
It is recommended that you perform basic tests on your critical subsystems at
each upgrade stage.
Client preparation
For each client, the following must be taken into account:
•
The primary usage of the EBI system.
•
Each client's position with regards to:
•
352
-
CMS/Global Schedules2 (if installed)
-
Local or remote location
-
Security monitoring
-
Card printing
-
Access Level assignment and adjustment.
For each site, check its priority.
-
Most important clients should be completed first.
-
Least important should be completed last.
www.honeywell.com/buildingsolutions
PLANNING FOR AN UPGRADE TO EBI ON A DSA SYSTEM
Issue
Comments
Computer hardware
Review the EBI compatibility matrix and check
whether the existing computer meets any new
hardware requirements.
Done before Done after
upgrade?
upgrade?
Note: We recommend that you add new hard drives
so that you can “ghost” your existing hard drive
(create a backup copy of it) before you start the
upgrade.
Software
Review the EBI compatibility matrix and check
whether your existing software meets any new
software requirements, such as service packs.
Illegal point names
EBI no longer tolerates point names (point IDs) that
contain illegal characters. (For a list of illegal
characters, see “Point names” in the Configuration
and Administration Guide.)
Consequently, if your existing system contains any
illegal point names, you need to rename them after
the upgrade. For details, see “Renaming points with
illegal names (point IDs)” on page 391.
Known Issues Bulletin and
Software Release Bulletin
Read these for any last-minute information that may
affect the upgrade. They are on the EBI DVD.
System Design form
Update or fill in a new System Design form
(page 15).
Renaming the server
If you want to change the server’s computer name,
change it after the upgrade.
For detailed instructions, see “Renaming the Server
Computer” in the Configuration and Administration
Guide.
Backups
Back up the server, including the EBI database and
the Windows registry.
Card Management System
If you have a Card Management System, back up the
database.
Access controllers
If you have any access controllers, you must perform
a “download all to all controllers” as soon as
practicable after you have completed the upgrade.
See “Downloading Access Information” in the
relevant Access Control Configuration Guide.
You must do this before you perform any “download
modified” or “download all to selected controller”
operations on you upgraded system.
Note: Because a download all temporarily disables
each controller as it is reconfigured, you should
schedule to perform this task at a suitable time.
353
17 – PLANNING FOR AN UPGRADE
Issue
Comments
Point Servers from the
auxiliary DVD
If you have any Point Servers or other components
that are installed from the auxiliary, you need to plan
how you are going to upgrade them. See “Planning
for an upgrade to components installed from the
auxiliary DVD” on page 359.
PhotoID
If you have PhotoID with the Card Management
System, back up the PhotoID folder and its subfolders. This backs up the photos, signatures, and
card layouts.
Events
Archive all events.
Any events that are not archived will be lost because
the event subsystem uses a new format. However,
you can restore archived events using the Event
Archiving Converter utility.
Quick Builder projects
Create one or more Quick Builder projects that
reflect your current system configuration by
performing an upload.
If you want to use existing hardware definition
(hdwbld) files to build printers, you must change the
CYRILLIC keyword to LANGUAGE=CYRILLIC.
Windows accounts
The EBI-specific Windows user accounts deleted and
recreated during the upgrade.
Any printers that were added to your existing system
using the “old” mngr account need to be re-added
using the “new” mngr account.
System displays
Existing system displays are replaced with new ones.
If you have made any changes to an existing system
display, you must reapply them to the new display
after the upgrade. This applies in particular to the
System Startup display, which is often customized.
Custom displays
Some objects in custom DSP displays created in pre
R320.2 versions of Display Builder may not render
correctly.
If a display does not render correctly after the
upgrade, open it using the current version of Display
Builder and then save it.
Station menus
Existing menu files are replaced with new ones.
If you have made any changes to the existing menus,
you must reapply them to the new menus after the
upgrade.
354
www.honeywell.com/buildingsolutions
Done before Done after
upgrade?
upgrade?
PLANNING FOR AN UPGRADE TO EBI ON A DSA SYSTEM
Issue
Comments
Station-level scripts
If you have any Station-level scripts (scripts attached
to Stations rather than to individual displays), you
must reattach them after the upgrade.
System acronyms
The existing set of system acronyms are replaced
with a new set.
Done before Done after
upgrade?
upgrade?
If you have made any changes to the existing set, you
must reapply them after the upgrade.
Scan periods
The scan periods are reset to their default values.
If you use specialized scan periods, you must reapply
them after the upgrade.
Localization
Localization settings are lost during the upgrade. You
must reapply localization settings after the upgrade.
Hosts file
Back up or print the hosts file, %windir%\
system32\drivers\etc\hosts.
This file contains various connection details that you
may have to reapply after the upgrade.
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Issue
Comments
Folders and files
The following folders are deleted during the upgrade.
These folders, and their sub-folders, may contain
files that you need after the upgrade. Examples
include: history archives (in archive), event
archives (in evtarch) and user files (in user).
Ensure that you back up any custom or user files in
these folders before the upgrade.
• server\archive
• server\data\cl
• server\def
• server\data\evtarch
• server\help
• server\i18n
• server\include
• server\lib
• server\options
• server\report for R310 or server\data\
report for R400
• server\run
• server\setup
• server\user
• server\xlnet
If you need a file, you must copy it to the new folder
after the upgrade.
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Done before Done after
upgrade?
upgrade?
PLANNING FOR AN UPGRADE TO EBI ON A DSA SYSTEM
Issue
Comments
Station configuration file
(Station.ini)
Back up station.ini, which is located in
%windir%.
Done before Done after
upgrade?
upgrade?
If you made any changes to the existing file, you need
to reapply them to the new file after the upgrade.
The following have changed or are new:
• The IconPopToTopOnAlarm option has been
removed, and is no longer recognized by Station.
Its replacement is FlashWindowOnAlarm, which
enables Station to flash its title bar and taskbar
icon when an alarm is generated. This behavior is
disabled by default.
• DisConnectTimeout and KeepAliveTimeout
settings have been added, and are used to
configure fast Station failover.
For details, see “Station.ini” in the Configuration and
Administration Guide.
Station setup file
(default.stn)
Back up the default Station setup file, default.stn,
which is located in \client\station.
The new Station setup file is configured as “static
Station 1”. If this is not correct, you must make the
appropriate changes in Station after the upgrade. For
details, see “Connection properties” in the
Configuration and Administration Guide.
Alarms and messages
Alarms and messages currently in the system are lost
during the upgrade.
You therefore need to resolve any alarms before
starting the upgrade.
Message Pad
The Message Pad contents are lost during the
upgrade.
History archive search path After the upgrade, you must specify the history
archive search path using the EBI Configuration
Panel. For details, see “Configuration Panel” in the
Configuration and Administration Guide.
Custom applications
Custom applications built for your existing system
must be re-compiled and re-linked using an
appropriate development environment. See the
Application Development Guide for details about
qualified compilers.
File replication
If your existing system has any customized file
replication settings, you must reapply them after the
upgrade.
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17 – PLANNING FOR AN UPGRADE
Issue
Comments
File dumps
Do not use any file dumps of the pre-upgrade
database to restore the upgraded database.
File shares and Web shares
If you have manually defined any file or Web shares,
you have to remove them before the upgrade and
reapply them after the upgrade.
Honeywell Digital Video
If you have a Honeywell DVM system, you must
Manager (Honeywell DVM) uninstall some Honeywell DVM components before
upgrading EBI and then reinstall them after the
upgrade. For more details, see “Uninstalling and
reinstalling Honeywell DVM components” on
page 360.
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Done before Done after
upgrade?
upgrade?
PLANNING FOR AN UPGRADE TO COMPONENTS INSTALLED FROM THE AUXILIARY DVD
Planning for an upgrade to components installed from
the auxiliary DVD
If you are upgrading any components that are installed from the auxiliary DVD,
for example, BNPS, FPS, IPPS, as well as EBI, you need to determine the order
in which you should perform the various EBI-specific tasks and tasks specific to
the components on the auxiliary DVD. This involves combining the appropriate
EBI upgrade checklist from this guide with the relevant upgrade instructions in
the Software Release Bulletin for the relevant component (which is on the
auxiliary DVD).
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Uninstalling and reinstalling Honeywell DVM
components
If you have a Honeywell DVM system, you must uninstall some components
before upgrading EBI and then reinstall them after the upgrade.
The major steps are as follows:
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1
Uninstall the Honeywell DVM client from the Station computers, and the EBI
server(s).
2
Uninstall the Honeywell DVM host component from the EBI server(s).
3
Upgrade EBI as described in this guide.
4
Install the Honeywell DVM host component on the EBI server(s).
5
Install the Honeywell DVM client on the Station computers, the EBI server(s).
For detailed instructions on how to uninstall and install Honeywell DVM
components, see the Honeywell Digital Video Manager Installation and
Upgrade Guide.
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Upgrade tasks
18
This section describes tasks applicable to upgrading EBI or associated
applications from an earlier release.
Attention Only complete a task in this section if you are instructed to do so by a
checklist. See “Upgrade checklists” on page 49.
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Upgrading EBI on an existing server
This section describes how to upgrade the EBI components on an existing server
running Windows XP Professional or Windows Server 2003.
•
The EBI installation wizard checks whether the correct versions/service packs
of Windows and supporting applications, such as Internet Explorer, have been
installed. If any required applications/service packs are not installed, you must
install them before restarting the EBI installation wizard.
•
The upgrade will affect the server, Station and other EBI applications, so it is
recommended that you close all applications before starting this installation.
•
Several applications are installed automatically, including InstallShield
Scripting Engine and .NET, if they are not detected on the server.
•
If you have problems, see “EBI server installation problems” on page 422.
There are two types of server upgrade available:
•
A Typical upgrade on the EBI server installs all EBI components available
with the license. All settings are automatically configured and they may be
changed after install using the EBI Configuration Panel. For more information
about the Configuration Panel, see “Configuration Panel” in the
Configuration and Administration Guide. For more information about a
Typical upgrade, see “Typical upgrade of the EBI components on an existing
server” on page 362.
•
A Custom upgrade allows you to select from a set of available options for a
particular installation. Components, directories and configurable options, such
as paper size and fast history rate, can be set as part of a Custom upgrade. For
more information about a Custom upgrade, see “Custom upgrade of the EBI
components on an existing server” on page 364.
Typical upgrade of the EBI components on an existing server
Prerequisites
•
The EBI R410 DVD.
•
The EBI R410 license.
•
The System Design form (page 19).
To start the upgrade
1
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Log on to the computer as a Windows administrator.
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UPGRADING EBI ON AN EXISTING SERVER
2
Disable any real-time virus protection software, such as Norton Anti-Virus.
(This software may interfere with DVD detection during the installation
procedure.)
3
Insert the EBI DVD into the DVD drive.
The Enterprise Buildings Integrator 410 start page automatically displays.
(You can also start the installation wizard from Windows Explorer. Browse to
the root folder on the DVD and double-click the setup.exe file.)
4
When the EBI installation wizard appears, click Upgrade.
Your system is checked for certain software that is required by the EBI
installation wizard. If prompted, install the prerequisite software and if
required, reboot the computer.
If you have to reboot the computer, when the computer is restarted doubleclick the setup.exe file to return to the wizard.
The Upgrade Welcome page appears.
If you are upgrading to a new release on the same computer, the following
message appears: “EBI Server Rxxx has been detected on your computer …”.
5
Click Next to continue.
6
The System Check Warning page appears.
Any possible installation issues are automatically detected, such as missing
software, configuration or hardware issues. Any Critical Issues must be
resolved before installation can proceed. Click Next to continue.
7
Type in the System number and the Authorization number, as specified in
your EBI license.
8
Click Next to continue.
9
Click Typical Install to install all components available with the license.
10 Click Next to accept the default base installation directory, C:\Program
Files\Honeywell.
If you want to change the base installation directory, click the Browse button
and locate the base installation folder, click OK and then click Next.
11 Type the password for the Windows mngr account in the Password box, as
specified in the System Design form. Click Next to continue.
Attention The mngr password must match the mngr password already set for the
existing server.
12 Confirm your choices in the Confirmation page by clicking Next.
13 Review the settings you have selected, and then click Upgrade to start
upgrading the EBI server and client applications.
14 When the upgrade is complete, you will be prompted to restart your computer.
Click Yes to restart.
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Stop
You have completed this task. Return to the checklist that led to this task.
Custom upgrade of the EBI components on an existing server
Prerequisites
•
The EBI DVD
•
The System Design form
To perform a Custom upgrade of EBI components on the server
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1
Log on to the computer as Windows administrator.
2
Disable any real-time virus protection applications, such as Norton AntiVirus. (Such an application may interfere with DVD detection during the
installation procedure.)
3
Insert the EBI DVD into the DVD drive.
The Enterprise Buildings Integrator 410 start page automatically displays.
(You can also start the installation wizard from Windows Explorer. Browse to
the root folder on the DVD and double-click the setup.exe file.)
4
When the EBI installation wizard appears, click Upgrade.
Your system is checked for certain software that is required by the EBI
installation wizard. If prompted, install the prerequisite software and if
required, reboot the computer.
If you have to reboot the computer, when the computer is restarted doubleclick the setup.exe file to return to the wizard.
The Upgrade Welcome page appears.
If you are upgrading to a new release on the same computer, the following
message appears: “EBI Server Rxxx has been detected on your computer …”.
5
Click Next to continue.
6
The System Check Warning page appears.
Any possible installation issues are automatically detected, such as missing
software, configuration or hardware issues. Any Critical Issues must be
resolved before installation can proceed. Click Next to continue.
7
Type in the System number and the Authorization number, as specified in
your EBI license.
8
Click Next to continue.
9
Select Custom as the type of upgrade installation.
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UPGRADING EBI ON AN EXISTING SERVER
10 Click Next to accept the default base installation directory, C:\Program
Files\Honeywell.
If you want to change the base installation directory, click the Browse button
and locate the base installation folder, click OK and then click Next.
11 Select the Custom Installation Server options you want to upgrade, and then
click Next.
12 Select the point server types you wish to install (if any) and click Next.
13 Type the password for the Windows mngr account in the Password box, as
specified in the System Design form.
Attention The mngr password must match the mngr password already set for the
existing server.
14 Click Next to accept the following default archive folders.
C:\Program Files\Honeywell\server\data\archive
C:\Program Files\Honeywell\server\data\RestoredArchives
C:\Program Files\Honeywell\server\data\evtarch.
If you want to change these directories, click the Browse buttons to locate the
directories for History Archive, Restore Archive or Events Archive, click OK,
and then click Next.
15 Click Next to accept the following default directory for third-party software.
Third-party software includes Microsoft SQL Server and LonWorks software.
The default location for Microsoft SQL Server is C:\Program Files\
Microsoft SQL Server. (When you are upgrading on the existing computer,
you cannot change the location of Microsoft SQL Server.) The default
location for LonWorks software is c:\LonWorks.
If you want to change the LonWorks directory, click the Browse buttons to
locate the directory for third-party software installation, click OK, and then
click Next.
16 If you chose to install MEDE, click Yes in the MEDE Choice page if you
want to allow Microsoft Excel Data Exchange to write to the EBI database.
Click Next to continue.
17 If you chose to install Web Toolkit, click Yes in the Web Toolkit Choice page
if you want to allow Web Toolkit to write to the EBI database. Click Next to
continue.
18 If the license allows Station UL listing, the Station Choice page appears.
Click Yes if the station is to be used as the primary monitoring or control point
for a UL Listed Fire, Security or Smoke Control System.
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19 If you are licensed for the Pharma option:
a. Click Yes to allow you to disable Electronic Signatures on individual
locations. Otherwise, click No to have Electronic Signatures on all
locations.
b. Click Next to continue.
20 The Choose Number of Group Control Stations page appears. Group
Control enables operators to perform a defined set of actions on up to 30
points with a single push button. Type in the number of Stations to be
configured for Group Control and click Next.
21 Confirm your choices in the Confirmation page by clicking Next.
22 Review the settings you have selected, and then click Upgrade to start
upgrading the EBI server and client applications.
23 When the upgrade is complete, you will be prompted to restart your computer.
Click Yes to restart.
Stop
You have completed this task. Return to the checklist that led to this task.
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UPGRADING EBI ON A NEW SERVER
Upgrading EBI on a new server
This section describes how to upgrade the EBI server components on a new
server computer.
Take note of the following considerations:
•
The EBI installation wizard checks whether the correct versions/service packs
of Windows and supporting applications, such as Internet Explorer, have been
installed. If any required applications/service packs are not installed, you must
install them before restarting the EBI installation wizard.
•
The computer restarts during the installation process, so it is recommended
that you have no other applications running during this installation.
•
Several applications are installed automatically, including InstallShield
Scripting Engine and .NET, if they are not detected on the server.
•
If you have problems, see “EBI server installation problems” on page 422.
There are two types of server upgrade available:
•
A Typical upgrade on the EBI server upgrades all EBI components available
with the license. All settings are automatically configured and they may be
changed after install using the EBI Configuration Panel. For more information
about the Configuration Panel, see “Configuration Panel” in the
Configuration and Administration Guide. For more information about a
Typical upgrade, see “Typical upgrade of the EBI components on a new
server” on page 367.
•
A Custom upgrade allows you to select from a set of available options for a
particular installation. Components, directories and configurable options, such
as paper size and fast history rate, can be set as part of a Custom upgrade. For
more information about a Custom upgrade, see “Custom upgrade of the EBI
components on a new server” on page 369.
Typical upgrade of the EBI components on a new server
Prerequisites
•
The EBI R410 DVD.
•
The EBI R410 license.
•
The System Design form (page 19).
To start the upgrade
1
Log on to the computer as a Windows administrator.
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2
Disable any real-time virus protection software, such as Norton Anti-Virus.
(This software may interfere with DVD detection during the installation
procedure.)
3
Insert the EBI DVD into the DVD drive.
The Enterprise Buildings Integrator 410 start page automatically displays.
(You can also start the installation wizard from Windows Explorer. Browse to
the root folder on the DVD and double-click the setup.exe file.)
4
When the EBI installation wizard appears, click Upgrade.
Your system is checked for certain software that is required by the EBI
installation wizard. If prompted, install the prerequisite software and if
required, reboot the computer.
If you have to reboot the computer, when the computer is restarted doubleclick the setup.exe file to return to the wizard.
The Upgrade Welcome page appears.
If you are performing a server upgrade on a new computer with an old
database, the following message appears: “The wizard did not detect an
existing Honeywell EBI server on your computer. If you wish to perform an
upgrade from an old computer and retain the database, please continue”.
Alternatively, if you do not want to restore or reuse an old database, click
Cancel, restart the EBI installation wizard and select Installation from the
The Enterprise Buildings Integrator 410 start page. For more information
about installing EBI components on a server, see “Installing the EBI
components on the server” on page 160.
5
Click Next to continue.
The Setup Type page appears.
6
Click Enterprise Buildings Integrator server.
7
The System Check Warning page appears.
Any possible installation issues are automatically detected, such as missing
software, configuration or hardware issues. Any Critical Issues must be
resolved before installation can proceed. Click Next to continue.
8
Click Next to accept the default backed up database directory that you want to
restore, C:\data\. This is the directory that was created when the
PrepareDataForUpgrade utility was run. For more information, see “Copying
the existing EBI databases to the new computer” on page 383.
If you want to change the location of the backed up database directory, click
the Browse button and locate the base installation folder, click OK and then
click Next.
9
Type in the System number and the Authorization number, as specified in
your EBI license.
10 Click Next to continue.
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UPGRADING EBI ON A NEW SERVER
11 Click Typical Install.
12 Click Next to accept the default base installation directory, C:\Program
Files\Honeywell.
If you want to change the base installation directory, click the Browse button
and locate the base installation folder, click OK and then click Next.
13 If your license includes point servers, select the point servers for which you
are licensed and click Next.
14 Type the password for the Windows mngr account in the Password box, as
specified in the System Design form. Confirm the password by typing it again
in the Confirm Password box and then click Next.
15 Review the settings you have selected, and then click Upgrade to start
upgrading the EBI server and client applications.
16 When the upgrade is complete, click Finish. You will be prompted to restart
your computer. Click Yes to restart.
Stop
You have completed this task. Return to the checklist that led to this task.
Custom upgrade of the EBI components on a new server
Prerequisites
•
The EBI DVD
•
The System Design form
To perform a Custom upgrade of EBI components on the server
1
Log on to the computer as Windows administrator.
2
Disable any real-time virus protection applications, such as Norton AntiVirus. (Such an application may interfere with DVD detection during the
installation procedure.)
3
Insert the EBI DVD into the DVD drive.
The Enterprise Buildings Integrator 410 start page automatically displays.
(You can also start the installation wizard from Windows Explorer. Browse to
the root folder on the DVD and double-click the setup.exe file.)
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4
When the EBI installation wizard appears, click Upgrade.
Your system is checked for certain software that is required by the EBI
installation wizard. If prompted, install the prerequisite software and if
required, reboot the computer.
If you have to reboot the computer, when the computer is restarted doubleclick the setup.exe file to return to the wizard.
The Upgrade Welcome page appears.
If you are performing a server upgrade on a new computer with an old
database, the following message appears: “The wizard did not detect an
existing Honeywell EBI server on your computer. If you wish to perform an
upgrade from an old computer and retain the database, please continue”. Click
Next to retain the database.
Alternatively, if you do not want to restore or reuse an old database, click
Cancel, restart the EBI installation wizard and select Installation from the
The Enterprise Buildings Integrator 410 start page. For more information
about installing EBI components on a server, see “Installing the EBI
components on the server” on page 160.
5
Click Next to continue.
6
The System Check Warning page appears.
Any possible installation issues are automatically detected, such as missing
software, configuration or hardware issues. Any Critical Issues must be
resolved before installation can proceed. Click Next to continue.
7
Click Next to accept the default backed up database directory that you want to
restore, C:\data\. This is the directory that was created when the
PrepareDataForUpgrade utility was run. For more information, see “Copying
the existing EBI databases to the new computer” on page 383.
If you want to change the location of the backed up database directory, click
the Browse button and locate the base installation folder, click OK and then
click Next.
8
Type in the System number and the Authorization number, as specified in
your EBI license.
9
Click Next to continue.
10 Select Custom as the type of upgrade installation.
11 Click Next to accept the default base installation directory, C:\Program
Files\Honeywell.
If you want to change the base installation directory, click the Browse button
and locate the base installation folder, click OK and then click Next.
12 Select the Custom Installation Server options you want to upgrade, and then
click Next.
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UPGRADING EBI ON A NEW SERVER
13 Type the password for the Windows mngr account in the Password box, as
specified in the System Design form.
14 Click Next to accept the following default archive folders.
C:\Program Files\Honeywell\server\data\archive
C:\Program Files\Honeywell\server\data\RestoredArchives
C:\Program Files\Honeywell\server\data\evtarch.
If you want to change these directories, click the Browse buttons to locate the
directories for History Archive, Restore Archive or Events Archive, click OK,
and then click Next.
15 Click Next to accept the following default directory for third-party software.
Third-party software includes Microsoft SQL Server and LonWorks software.
The default location for Microsoft SQL Server is C:\Program Files\
Microsoft SQL Server. The default location for LonWorks software is c:\
LonWorks.
If you want to change this directory, click the Browse buttons to locate the
directory for third-party software installation, click OK, and then click Next.
16 If you chose to install MEDE, click Yes in the MEDE Choice page if you
want to allow Microsoft Excel Data Exchange to write to the EBI database.
Click Next to continue.
17 If you chose to install Web Toolkit, click Yes in the Web Toolkit Choice page
if you want to allow Web Toolkit to write to the EBI database. Click Next to
continue.
18 If the license allows Station UL listing, the Station Choice page appears.
Click Yes if the station is to be used as the primary monitoring or control point
for a UL Listed Fire, Security or Smoke Control System.
19 If you are licensed for the Pharma option:
a. Click Yes to allow you to disable Electronic Signatures on individual
locations. Otherwise, click No to have Electronic Signatures on all
locations.
b. Click Next to continue.
20 The Choose Number of Group Control Stations page appears. Group
Control enables operators to perform a defined set of actions on up to 30
points with a single push button. Type in the number of Stations to be
configured for Group Control and click Next.
21 Confirm your choices in the Confirmation page by clicking Next.
22 Review the settings you have selected, and then click Upgrade to start
upgrading the EBI server and client applications.
23 When the upgrade is complete, click Finish. You will be prompted to restart
your computer. Click Yes to restart.
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Stop
You have completed this task. Return to the checklist that led to this task.
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UPGRADING REMOTE POINT SERVERS ON A NEW COMPUTER
Upgrading remote point servers on a new computer
Prerequisites
•
The EBI R410 DVD.
•
The EBI R410 license.
•
The System Design form (page 19).
To start the upgrade
1
Log on to the computer as a Windows administrator.
2
Disable any real-time virus protection software.
3
Insert the EBI DVD into the DVD drive.
The Enterprise Buildings Integrator 410 start page automatically appears.
(You can also start the installation wizard from Windows Explorer. Browse to
the root folder on the DVD and double-click the setup.exe file.)
4
Click Upgrade.
Your system is checked for certain software that is required by the EBI
installation wizard. If prompted, install the prerequisite software and if
required, reboot the computer.
If you have to reboot the computer, when the computer is restarted doubleclick the setup.exe file to return to the wizard.
If you are performing an upgrade on a new computer with an old database, the
following message appears: “The wizard did not detect an existing Honeywell
EBI server on your computer. If you wish to perform an upgrade from an old
computer and retain the database, please continue”.
5
Click Next to continue.
6
Click Enterprise Buildings Integrator point server setup type.
7
The System Check Warning page appears.
Any possible installation issues are automatically detected, such as missing
software, configuration or hardware issues. Any Critical Issues must be
resolved before installation can proceed. Click Next to continue.
8
Specify the location of the database that you backed up.
This is the pointservers directory that was created when the
PrepareDataForUpgrade utility was run. (The backup is located in the
%temp%\pointservers folder on the old point server computer. It should have
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18 – UPGRADE TASKS
been copied to a location accessible to the new computer, such as a network
drive.)
To change the location of the backed up database directory, click Browse and
locate the base installation folder, click OK and then click Next.
9
Type in the System number and the Authorization number as specified in
your EBI license and click Next.
10 Click Typical Install.
11 Click Next to accept the default base installation directory, C:\Program
Files\Honeywell.
12 Select the check box for the type of point server you are upgrading and click
Next.
13 Type the password for the Windows mngr account in the Password box, as
specified in the System Design form. Confirm the password by typing it again
in the Confirm Password box and then click Next.
14 Review the settings you have selected, and then click Upgrade to start
upgrading the point server.
15 When the upgrade is complete, click Finish. You will be prompted to restart
your computer. Click Yes to restart.
Stop
You have completed this task. Return to the checklist that led to this task.
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UPGRADING REMOTE POINT SERVERS ON AN EXISTING COMPUTER
Upgrading remote point servers on an existing computer
Prerequisites
•
The EBI R410 DVD.
•
The EBI R410 license.
•
The System Design form (page 19).
To start the upgrade
1
Log on to the computer as a Windows administrator.
2
Disable any real-time virus protection software.
3
Insert the EBI DVD into the DVD drive.
The Enterprise Buildings Integrator 410 start page automatically appears.
(You can also start the installation wizard from Windows Explorer. Browse to
the root folder on the DVD and double-click the setup.exe file.)
4
Click Upgrade.
Your system is checked for certain software that is required by the EBI
installation wizard. If prompted, install the prerequisite software and if
required, reboot the computer.
If you have to reboot the computer, when the computer is restarted doubleclick the setup.exe file to return to the wizard.
If you are performing an upgrade on the same computer, the following
message appears: “EBI has been detected on your computer...”.
5
Click Next to continue.
6
Click Enterprise Buildings Integrator point server setup type.
7
The System Check Warning page appears.
Any possible installation issues are automatically detected, such as missing
software, configuration or hardware issues. Any Critical Issues must be
resolved before installation can proceed. Click Next to continue.
8
Type in the System number and the Authorization number as specified in
your EBI license and click Next.
9
Click Typical Install.
10 Click Next to accept the default base installation directory, C:\Program
Files\Honeywell.
11 Select the check box for the type of point server you are upgrading and click
Next.
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18 – UPGRADE TASKS
12 Type the password for the Windows mngr account in the Password box, as
specified in the System Design form. Confirm the password by typing it again
in the Confirm Password box and then click Next.
13 Review the settings you have selected, and then click Upgrade to start
upgrading the point server.
14 When the upgrade is complete, click Finish. You will be prompted to restart
your computer. Click Yes to restart.
Stop
You have completed this task. Return to the checklist that led to this task.
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UPGRADING EBI COMPONENTS ON A CLIENT COMPUTER
Upgrading EBI components on a client computer
This section describes how to upgrade EBI client applications, such Station and
the displays, on a client computer. If appropriate, you can also upgrade other EBI
client applications such as HMIWeb Display Builder and Quick Builder.
There are two types of client upgrade available:
•
A Typical client upgrade on the EBI client upgrades all EBI components
available with the license. For more information about a Typical upgrade, see
“Typical upgrade of the EBI components on a client computer” on page 377.
•
A Custom client upgrade allows you to select from a set of available EBI
client applications. For more information about a Custom upgrade, see
“Custom upgrade of the EBI components on a client computer” on page 378.
Typical upgrade of the EBI components on a client computer
Prerequisites
•
The EBI R410 DVD.
•
The EBI R410 license.
•
The System Design form (page 19).
To start the upgrade
1
Log on to the computer as a Windows administrator.
2
Disable any real-time virus protection software, such as Norton Anti-Virus.
(This software may interfere with DVD detection during the installation
procedure.)
3
Insert the EBI DVD into the DVD drive.
The Enterprise Buildings Integrator 410 start page automatically displays.
(You can also start the installation wizard from Windows Explorer. Browse to
the root folder on the DVD and double-click the setup.exe file.)
4
When the EBI installation wizard appears, click Upgrade.
The Welcome to the InstallShield Wizard for Enterprise Buildings
Integrator 410 page appears.
5
Click Next to continue.
The Upgrade Notification page appears.
If you are upgrading to a new release on the same computer, the following
message appears: “EBI Client R310 has been detected on your computer …”.
6
Click Next.
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7
The System Check Warning page appears.
Any possible installation issues are automatically detected, such as missing
software, configuration or hardware issues. Any Critical Issues must be
resolved before installation can proceed. Click Next to continue.
8
Click Typical Install to install all components available with the license.
9
Click Next to accept the default base installation directory, C:\Program
Files\Honeywell.
If you want to change the base installation directory, click the Browse button
and locate the base installation folder, click OK and then click Next.
10 Type the password for the Windows mngr account in the Password box, as
specified in the System Design form. Confirm the password by typing it again
in the Confirm Password box and then click Next.
11 Review the settings you have selected, and then click Install to start
upgrading the EBI client applications.
12 When the upgrade is complete, click Finish. You will be prompted to restart
your computer. Click Yes to restart.
Stop
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Custom upgrade of the EBI components on a client computer
Prerequisites
•
The EBI DVD
•
The System Design form
To perform a Custom upgrade of EBI components on a client computer
378
1
Log on to the computer as Windows administrator.
2
Disable any real-time virus protection applications, such as Norton AntiVirus. (Such an application may interfere with DVD detection during the
installation procedure.)
3
Insert the EBI DVD into the DVD drive.
The Enterprise Buildings Integrator 410 start page automatically displays.
(You can also start the installation wizard from Windows Explorer. Browse to
the root folder on the DVD and double-click the setup.exe file.)
www.honeywell.com/buildingsolutions
UPGRADING EBI COMPONENTS ON A CLIENT COMPUTER
4
Click Upgrade.
The Welcome to the InstallShield Wizard for Enterprise Buildings
Integrator 410 page appears.
5
Click Next to continue.
The Upgrade Notification page appears.
If you are upgrading to a new release on the same computer, the following
message appears: “EBI Client R310 has been detected on your computer …”.
6
Click Next.
7
The System Check Warning page appears.
Any possible installation issues are automatically detected, such as missing
software, configuration or hardware issues. Any Critical Issues must be
resolved before installation can proceed. Click Next to continue.
8
Select Custom as the type of upgrade installation.
9
Click Next to accept the default base installation directory, C:\Program
Files\Honeywell.
If you want to change the base installation directory, click the Browse button
and locate the base installation folder, click OK and then click Next.
10 Select the Custom Installation Client options you want to upgrade, and then
click Next.
11 Type the password for the Windows mngr account in the Password box, as
specified in the System Design form. Confirm the password by typing it again
in the Confirm Password box and then click Next.
12 If you chose to install MEDE, click Yes in the MEDE Choice page if you
want to allow Microsoft Excel Data Exchange to write to the EBI database.
Click Next to continue.
13 Review the settings you have selected, and then click Install to start
upgrading the EBI client applications.
14 When the upgrade is complete, click Finish. You will be prompted to restart
your computer. Click Yes to restart.
Stop
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Setting the EBI services to manual startup
You use the PreUpgrade.vbs command-line utility to set the EBI services to
manual startup, so that they don’t automatically restart each time you install an
upgrade/service pack that requires a restart. (Setting the services to manual
substantially reduces the restart time.)
The following procedure shows how to set the services to manual. For a detailed
description of the utility, see “PreUpgrade.vbs” on page 381.
Prerequisites
•
The EBI R410 DVD.
To set the services to manual
1
Log on to the computer as a Windows administrator.
2
Insert the EBI R410 DVD into the DVD drive.
3
Choose Start > All Programs > Accessories > Command Prompt to open a
Command Prompt window.
4
Type cd /d d:\Utilities
where d is the DVD drive, to navigate to the Utilities folder on the DVD.
5
Type PreUpgrade.vbs -manual
Stop
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Related topics
“PreUpgrade.vbs” on page 381
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SETTING THE EBI SERVICES TO MANUAL STARTUP
PreUpgrade.vbs
The PreUpgrade.vbs command-line utility sets the EBI services to manual or
automatic startup.
Syntax
PreUpgrade.vbs -manual|-auto [-psonly|-serveronly]
Part
Description
-manual|-auto
-manual sets the EBI services to manual startup.
-auto sets the EBI services to automatic startup.
-psonly|-serveronly
-psonly restricts the manual/auto setting to point server
services.
-serveronly restricts the manual/auto setting to EBI
server services.
If no option is specified, all services are set to manual/
auto.
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Setting the EBI services to automatic startup
You use the PreUpgrade.vbs command-line utility to set the EBI services to
automatic startup after you have upgraded the EBI software.
The following procedure shows how to set the services to manual.
Prerequisites
•
The EBI R410 DVD.
To set the services to manual
1
Log on to the computer as a Windows administrator.
2
Insert the EBI R410 DVD into the DVD drive.
3
Choose Start > All Programs > Accessories > Command Prompt to open a
Command Prompt window.
4
Type cd /d d:\Utilities
where d is the DVD drive, to navigate to the Utilities folder on the DVD.
5
Type PreUpgrade.vbs -auto
Stop
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Related topics
“PreUpgrade.vbs” on page 381
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COPYING THE EXISTING EBI DATABASES TO THE NEW COMPUTER
Copying the existing EBI databases to the new computer
When moving archived data from an EBI R310 server to a new EBI R400 server,
databases must be backed up on the R310 server and placed in a specific directory
before copying them over to the R400 server.
A utility named PrepareDataForUpgrade is available to assist with this process.
Attention Running the PrepareDataForUpgrade utility will disconnect the R310
server from any other DSA servers and will break redundancy
synchronization.
The PrepareDataForUgrade utility only gathers data needed during
migration. It does not gather information such as cardholder images,
customized displays or Quick Builder files.
Do not create a Program Files\Honeywell folder because the EBI
installation wizard does this.
To copy the existing EBI databases to the new computer
1
Copy the file PrepareDataForUpgrade.bat from the \Utilities directory on
the EBI R410 DVD to the EBI R310 server.
2
Run the PrepareDataForUpgrade utility.
3
A Warning about disconnecting the server from its DSA network appears.
Type y and press ENTER.
4
Copy the \data directory to the new R410 server.
The data directory on the R310 server is located in \Honeywell\server.
Stop
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To copy the existing remote point server databases to the new computer
1
Copy the file PrepareDataForUpgrade.bat from the \Utilities directory on
the EBI R410 DVD to the remote point server.
2
Run the PrepareDataForUpgrade utility.
3
Copy the \%temp%\pointservers directory to the new remote point server
computer.
Tip
The %temp% represents the Windows default location for storing
temporary files. To view the default location on the existing remote
point server, right click My Computer and select Properties. Navigate
to the Advanced tab and click Environment Variables.
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Stop
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DISABLING SQL SERVER REPLICATION
Disabling SQL Server replication
Before you can upgrade an EBI server within a DSA system, or a redundant EBI
server, you must disable SQL Server replication.
To disable SQL Server replication
1
Choose Start > All Programs > Accessories > Command Prompt to open a
Command Prompt window.
2
Type the following command to stop SQL Server replication:
stoprepl all uninstall
Stop
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Migrating HMIWeb displays and shapes
If you have any HMIWeb displays and shapes, you must migrate them to the
current format. You migrate the displays and shapes using the
BulkDisplayMigrator utility (BulkDisplayMigrator.exe), which is in the
Program Files\Honeywell\client\HMIWeb Display Builder folder.
You can migrate an individual display or shape by opening, saving and closing it
in HMIWeb Display Builder.
After migrating the displays and shapes, you can no longer open them in the old
version of HMIWeb Display Builder.
To migrate HMIWeb displays and shapes
1
Double-click BulkDisplayMigrator.exe. A dialog box opens.
2
Specify the folder in which the HMIWeb displays and/or shapes are located.
3
Click Go to migrate the displays and/or shapes.
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MIGRATING STATION-LEVEL SCRIPTS
Migrating Station-level scripts
If you have any Station-level scripts (scripts attached to Station rather than to
individual displays) you must either:
•
Create a Station Scripting Object (SSO) that has the same functionality as
your existing scripts
You are encouraged to create SSOs because they are the long-term
replacement for Station-level scripts. For details, see “Station Scripting
Objects” in the Application Development Guide.
•
Attach them to the new Station.
Attaching scripts to the new Station
Station-level scripts for an old Station are stored in a text file whose name and
location is specified in the old connection file (*.stn), for example:
AppScriptFile=C:\Program Files\Honeywell\client\Station\
scripts.txt
To attach the scripts
1
Copy the file containing the old scripts to the Station folder for the new
Station.
2
Choose Station > Connection Properties to open the Connection Properties
dialog box.
3
Click the Scripting tab.
4
Click Enable application script and either type the script file’s name
(including its path) or click Browse to find and select the file.
5
Click Save to save the change to the connection.
Stop
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Migrating Quick Builder projects
If you have backed-up your Quick Builder projects, you need to restore and
migrate them to the current EBI format.
To migrate a Quick Builder project
1
Restore the backed-up Quick Builder projects.
2
Choose Start > All Programs > EBI Client Software > Quick Builder.
3
Double-click More files in the Quick Builder dialog box.
4
Browse to the location of the restored Quick Builder projects, select a Quick
Builder project, and then click Open.
5
Click OK to open the project.
6
Click the Servers icon on the left pane and then select the EBI server in the
Item List.
7
On the Main tab, set Server Type to Enterprise Buildings Integrator R410.
8
Choose File > Save.
Quick Builder migrates the project to the current EBI format.
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MIGRATING FROM AN AREA-BASED SYSTEM TO A LOCATION-BASED SYSTEM
Migrating from an area-based system to a locationbased system
In EBI R400 and later, the area-based structure used in previous release is
replaced by the Facility Model. The data migration process involves the
conversion of areas to locations. Accordingly, when you migrate your previous
configuration data from EBI R310 to EBI R410, any areas configured for your
system in previous releases of EBI are converted to locations and added to your
Facility Model.
Moreover, the migration process converts areas to top-level locations, that is,
locations displayed at the top of your Facility Model hierarchy. The name and
tagname for these newly converted top-level locations are derived from the area
name. For example, if you had area names called A1, A2, and A3 in your preRelease 400 system, the migration process will convert these areas into top-level
locations whose name and tagname are A1, A2, and A3 respectively.
Similarly, any references to areas that were configured in previous releases of EBI
are converted to references for the new top-level locations and added to your EBI
Server database.
Because the migration process is updated to the EBI Server database, you must
follow up by uploading this information to Quick Builder. This action ensures that
the information on the EBI Server stays in sync with the Quick Builder Projects
database.
Because the location information is uploaded to Quick Builder, it is important that
channels, controllers, points, and locations have unique names. That is, locations
cannot have the same name as a channel, controller, or point. If there are duplicate
names, the upload to Quick Builder fails. To avoid an upload failing, prior to
upgrading your EBI system, you should check that areas do not have the same
name as any channel, controller, or point. If there are duplicates, you must rename
your areas before the upgrade.
Before uploading changed parameter information, consider the following:
•
Whether part or all of a Facility Model is selected to be uploaded, the whole
Facility Model and associated point information will be uploaded by default.
Renaming areas
You have to rename areas prior to upgrading you system if areas have the same
name as any other channel, controller, or point.
To rename areas
1
In Station, on the System Configuration Menu display, click Areas.
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2
Locate the area you want to rename.
3
In the Area Code box, type a new name for the area.
Uploading locations after the upgrade
Prerequisites
•
You have migrated your Quick Builder project
Uploading location information to Quick Builder
1
In Quick Builder, choose Tools > Component Manager.
The Modify Project dialog box opens.
2
Ensure that the Facility check box is selected.
3
Click OK.
4
In the tree view highlight the Facility Model root node.
5
Choose Tools > Upload.
The Upload dialog box will be shown with Selected Items Only check box
preselected for you.
6
Click OK.
Facility Model changes that were made in Station are now uploaded to the
Quick Builder Projects database.
7
Repeat steps 1 to 6 for each Quick Builder project you have for your EBI
system.
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RENAMING POINTS WITH ILLEGAL NAMES (POINT IDS)
Renaming points with illegal names (point IDs)
EBI no longer tolerates illegal point names (point IDs), that is, names which
contain illegal characters. (For a list of illegal characters, see “Point Names” in
the Configuration and Administration Guide.)
Consequently, if your existing system contains any illegal point names, you need
to use the fixpointname.exe command-line utility to rename them. It is good
practise to rename the points and ensure they are operational before you upgrade.
The following procedure checks whether you have any illegal point names and
replaces illegal characters with an underscore (_). For example, if the current
point name is “main.boiler:2”, it will be changed to “main_boiler_2”.
If you want to use another character or for more details about the utility, see
“fixpointname.exe” on page 394.
Caution
If you have scripts that are attached to points that have illegal point names, contact your
local Technical Assistance Center for information on extra steps that are required to
rename points without losing the scripts.
Prerequisites
•
You have created a backup of your points. For example, use bckbld or back up
your Quick Builder database.
To check for and rename points with illegal names
1
Log on to the computer as a Windows administrator.
2
Choose Start > All Programs > Accessories > Command Prompt to open
the Command Prompt window.
3
Type fixpointnames.exe -report InvalidPoints.txt
This generates a report, InvalidPoints.txt, in the current folder that lists
illegal point names.
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4
If you have any illegal point names:
a. Using the Start-stop utility in full mode, change the server state to
Database and Daemons.
b. Replace the illegal characters with an underscore by typing at the
command prompt:
fixpointnames -replace pointnames.log.txt _
(As the utility changes each name, it writes the details in
pointnames.log.txt.)
c. Type tagflb
This ensures that the tag file reflects the points in the database.
d. Change the server state to System Running.
5
If you collect history on any of the renamed points:
a. Locate the history archive files in Honeywell\server\archive folder.
b. Ensure that the log file pointnames.log.txt is in the current directory.
c. At the command prompt, type the following:
fixhistoryarchives pointnames.log.txt
6
In Station, call up the point detail display of a point that is renamed to ensure
it is operating correctly.
7
If you have any custom displays that reference these points, for each display:
a. Open the display in HMIWeb Display Builder.
b. Choose Tools > Rename Points.
c. For each illegal point name referenced by the display, type the old point
name in Current point name and the new (legal) name in New point
name and click Rename.
d. Save the display, and check that it still shows the relevant point
information.
8
Check your system for any other point references that need to be updated to
include new point names, such as reports and Microsoft Excel Data Exchange.
9
Back up your Quick Builder project.
10 In Quick Builder, open your project and delete any points with illegal point
names.
11 Remove the deleted points from the Recycle bin. Do not download the deleted
points to the server.
12 Upload all points from the server into Quick Builder.
13 After you have ensured your system is operating without any errors, create a
full system backup.
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RENAMING POINTS WITH ILLEGAL NAMES (POINT IDS)
Stop
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Related topics
“Naming rules for points” on page 260
“fixpointname.exe” on page 394
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fixpointname.exe
You use the fixpointname.exe command-line utility to:
•
Check whether you have any illegal point names (point IDs), that is, names
which contain illegal characters. (For a list of illegal characters, see “Point
Names” in the Configuration and Administration Guide.)
•
Rename points that have illegal names
Syntax
fixpointname.exe -replace [filename] [character] -report
[filename] -rename [filename] -restore [filename]
where:
Part
Description
-replace [filename]
[character]
Automatically searches the database and replaces invalid
characters in point names with the specified character. If
no character is specified, the underscore character (_) is
used.
The list of renamed points is written to the specified file.
Each line contain the original point name, then a space
followed by the renamed point name.
-report [filename]
Searches for points with invalid characters in their names
but does not modify the database. The list of points is
written to the specified file. Each line contains one invalid
point name.
-rename [filename]
Renames the list of points contained in the specified file.
Each line in the file must contain the original point name,
followed by a space and then the new point name.
-restore [filename]
Reverses a rename operation. The list of points to restore
is obtained from the specified file.
Each line must contain the original point name, followed
by a space and then the renamed point name.
Remarks
•
If you do not specify a filename for an option, the filename is assumed to be
pointnames.log.txt.
•
Run tagflb.exe after renaming points to ensure the tag file reflects the points
in the database.
Related topics
“Naming rules for points” on page 260
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ABOUT DOWNLOADING FIRE POINTS
About downloading fire points
There have been changes to the way the operator prompt for a fire point is
configured. The operator prompt is used in situations when a fire point is placed
in lockout, for example, during routine site maintenance, and then re-enabled. If
the point goes into alarm while it is in lockout and is then re-enabled, a fire alarm
could be triggered. The prompt is provided to warn the operator that the point is
in alarm before it is enabled.
In EBI R310, the prompt was automatically configured if the Fire Point check box
is selected on the Alarms tab for the point in Quick Builder. In EBI R400, the
prompt had to be manually configured. In EBI R410, the prompt is automatically
configured, however you must:
1. For each fire point, ensure the Fire Point check box is selected on the Alarm
tab in Quick Builder.
2. Download the point from Quick Builder to the server regardless of which
version of EBI you are upgrading from.
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Changes to CMS user fields
If you have customized any CMS user fields in your R310 system, you need to
perform some further configuration after the upgrade.
User fields UF1 to UF4 in the R310 system are migrated to system fields in the
Employee or ExternalRegular table in R410 using the following mappings:
•
UF1 is migrated to Identifier
•
UF2 is migrated to Telephone
•
UF3 is migrated to Telephone2
•
UF4 is migrated to AlternateIdentifier
If you have customized these fields in your Release 310 system, you need to
modify the field labels after the upgrade to Release 410 is complete.
All other user fields in the R310 system are migrated to user fields UF1 to UFX in
the EmployeeUserFields or ExternalRegularUserFields table in R410. For
example, UF5 is migrated to UF1, UF6 is migrated to UF2, and so on.
In R410 CMS displays cannot be edited directly. You can make user fields visible
through the Cardholder Database Configuration display. New user fields appear at
the bottom of the Details tab when a cardholder is called up.
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UPDATING CMS USER FIELD LABELS
Updating CMS user field labels
User fields UF1 to UF4 in the R310 system are migrated to system fields in the
Employee or ExternalRegular table in R410. If you have customized these fields
you need to update the field labels. For example, in your R310 system you may
have customized UF1 and had a label called Eye Color. After the upgrade, the
label is renamed to Identifier. You need to rename Identifier to Eye Color.
To update field labels
1
In Station choose Configure > Cardholder Management > Cardholder
Database to call up the Cardholder Database display.
2
Click the tab of the cardholder type you want to update.
3
Select the user field whose label you want to update.
4
In the Label box, type the required label.
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Checking the visibility of user fields on CMS displays
In R310, you were able to add user fields to CMS display by directly editing the
display. In R410 you cannot directly edit the CMS displays.
After the upgrade process, you should check the CMS display to ensure that any
user fields you added to displays in R310 are still visible.
To check the visibility of user fields on CMS displays
1
In Station, open the CMS display that contains the user fields you added in
R310.
2
Make a list of any fields that are not visible.
3
In Station choose Configure > Cardholder Management > Cardholder
Database to call up the Cardholder Database display.
4
Click the tab of the cardholder type you want to update.
5
Select the user field whose label you want to update.
6
Select the Visible check box.
7
Repeat steps 4 to 6 for each of the fields you want to make visible.
Results
•
The fields you have made visible appear at the bottom of the Details tab when
a cardholder is called up.
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CREATING CARD LAYOUTS TO REPLACE DSP CARD LAYOUTS
Creating card layouts to replace DSP card layouts
In EBI R410 DSP card layouts are not supported. If you have existing DSP card
layouts, you must create a new HTM layout to replace them. The easiest way to
create a new layout is to copy a sample HTM layout supplied with R410 and
customize the sample to suit your requirements.
The card layout is referenced in the card detail properties of each cardholder. This
information is retained during the upgrade however the file extension is changed.
For example, if cardholder had a layout called Tenant1.dsp, after the upgrade it
is changed to Tenant1.sha. To reduce the upgrade tasks, when you create the new
card layout use the existing name with the .sha extension.
To create a card layout
1
Open the sample layout in Program Files\Honeywell\server\CMS\
PhotoID\CardLayouts.
2
Choose File > Save As and save the layout with the name that matches your
previous layout with the .sha extension.
3
Modify the card layout as required.
4
If you want to include a database field in the layout, the name of the
associated object must be in the format <TableName>_<FieldName>.
Where <TableName> is the name of the database table that the field is coming
from and <FieldName> is the name of the field to include.
Examples of system fields are Employee_Name or ExternalRegular_Surname.
Examples of user fields are EmployeeUserFields_UF15 or
VehicleUserFields_UF4.
5
If you want to include a magnetic stripe or barcode, add a field to the layout
called either BarCode or MagStripe.
6
Customize the Custom_MagStripeBarCode.js script as appropriate for you
technology type.
For detailed information about magnetic stripes and barcodes, see the topic
Working with magnetic stripes and barcodes in the Access Control
Configuration Guide for your specific controller type.
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Migrating HTM card layouts
There have been extensive changes to the CMS database in EBI R410. As a
result, all databound objects on existing HTM card layouts must be deleted and
re-created on the layout.
Each databound field on the layout must be in the format <TableName>_
<FieldName> where <TableName> is the name of the database table and
<FieldName> is the name of the database column where the data exists. As a
result you need to create a separate layout for Employees, External Personnel and
Vehicles.
To migrate an existing HTM card layout
1
Open the card layout file in HMIWeb Display Builder.
2
Remove all of the objects on the card layout that are bound to the R310 CMS
database.
3
Add the new objects and bind them to the required database fields using the
format <TableName>_<FieldName>.
Where <TableName> is the name of the database table that the field is coming
from and <FieldName> is the name of the field to include.
Examples of system fields are Employee_Name or ExternalRegular_Surname.
Examples of user fields are EmployeeUserFields_UF15 or
VehicleUserFields_UF4.
4
If you want to include a magnetic stripe or barcode, add a field to the layout
called either BarCode or MagStripe.
5
Customize the Custom_MagStripeBarCode.js script as appropriate for you
technology type.
For detailed information about magnetic stripes and barcodes, see the topic
Working with magnetic stripes and barcodes in the Access Control
Configuration Guide for your specific controller type.
6
Save the layout.
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UPGRADE TASKS FOR A LONWORKS POINT SERVER
Upgrade tasks for a LonWorks Point Server
Attention Only complete a task in this section if you are instructed to do so by the
appropriate checklist. See “Upgrade checklists” on page 49.
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Checking the name of the LNS database
EBI R410 imposes the following limitations on the name of an LNS database:
•
It must not be more than 14 characters long
•
It must not contain spaces or “@” characters
Check that name of your LNS database(s) comply with the naming rules. If it
does not comply, you must rename it before upgrading the point server.
(Renaming an LNS database involves importing it to a new database, which has a
suitable name.)
If you are using EXCEL 5000 via LON with the database, you may also need to
change your C-Bus configuration (to update the name of the LNS database) after
renaming the database. Use the C-Bus Configuration Tool to perform this task.
To rename an LNS database
1
Stop the LonWorks point server and any other services that use the LNS
database (such as an EXCEL 5000 Direct point server and a Remote Synch
server).
2
Start the LonWorks Point Server Configuration tool.
3
Click the LonWorks tab and click Import Database.
4
Browse to the location of your existing LNS database to populate the
“Network Database Folder”. This folder usually has the same name as your
LNS Database.
5
In Network Name type the new name for your LNS database.
6
Click Import and follow the prompts.
7
When the import is complete, go back to the LonWorks Point Server Plug-in
and for Network select your new name for the LNS database.
8
Click Launch to launch the LonWorks Point Server Plug-in and to associate
the new name with the point server.
9
Close the LonWorks Point Server Plug-in.
10 Restart the LonWorks Point Server and any other services that use this
database.
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UPGRADE TASKS FOR A LONWORKS POINT SERVER
Backing up the LonWorks point server data on the existing point server
computer
You must back up the LonWorks point server data before upgrading the point
server.
To back up the data
1
Stop the LonWorks point server and any other services that use the LNS
database (such as an EXCEL 5000 Direct point server and a Remote Synch
server).
Tip
You can use the RSS Configuration tool to stop the RSS server and the
LNS server service.
2
Copy the LNS database(s) from the existing point server computer by copying
all files in the folder that has the same name as each of the LNS database(s)
(usually under c:\lm) to a location that is accessible to the new point server
computer.
3
Copy any XML templates that you have created or templates that were not
supplied by Honeywell from Honeywell\pointservers\lps\templates on
the existing point server computer to a location that is accessible to the new
point server computer, preferably on the new computer’s hard drive.
Stop
You have completed this task. Return to the checklist that led to this task.
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18 – UPGRADE TASKS
Restoring LonWorks point server data
The LNS database(s) from the old computer need to be restored on the new
computer. This can be done using the Import function in the LonWorks
Configuration Tool.
Prerequisites
•
The LonWorks Network Interface is installed and configured.
•
The backup tasks have been performed.
•
The LonWorks point server components have been installed.
To restore the LonWorks point server data
1
Start the LonWorks Configuration tool.
2
Enter the name of the EBI server the point server is connected to.
3
Enter the alias EBI uses for the LonWorks point server.
4
Import the LNS database to the new computer:
a. Click the LonWorks tab and click Import Database.
b. Enter the location of the LNS Network.
c. Enter a new Network name or click Browse to select an existing LNS
Network.
d. If required, change the database location.
e. Click Import.
f.
If the LNS Network already exists, you are prompted to confirm to replace
it.
g. Repeat steps a to f for each LNS database you are restoring.
5
If you have any non-default templates, copy them from the backup location to
the appropriate template folder:
•
\Program Files\Honeywell\pointservers\lps\templates\si (if
you
use metric units)
•
\Program Files\Honeywell\pointservers\lps\templates\us (if
you
use US units)
6
404
Transfer the LNS license to the new computer using the LNS Server License
transfer utility.
By transferring the license, any device credits are also transferred to the new
computer. If you are merging point servers, there are issues with overwriting
credits. For more information about LNS credits when merging point servers,
see the topic, LNS licensing, in the section, Planning and Preparation, in the
LonWorks Interface Reference.
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UPGRADE TASKS FOR A LONWORKS POINT SERVER
Stop
You have completed this task. Return to the checklist that led to this task.
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18 – UPGRADE TASKS
Reapplying customizations to the XML templates
If you customized any of the default XML templates supplied with the earlier
release of EBI, you may need to reapply your customizations to the new default
templates.
The customizations you need to reapply are:
•
Any point definitions that do not exist in the new default templates
•
Any parameter definitions that do not exist in the new default templates
•
Any parConversion definitions
•
Any enum definitions
If you upgraded the point server on the existing computer, the EBI installation
automatically backs up your templates and copies them to either:
•
\Program Files\Honeywell\pointservers\lps\templates\si\backup (if
you use metric units)
•
\Program Files\Honeywell\pointservers\lps\templates\us\backup (if
you use US units)
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UPGRADE TASKS FOR EXCEL 5000 DIRECT
Upgrade tasks for EXCEL 5000 Direct
Attention Only complete a task in this section if you are instructed to do so by the
appropriate checklist. See “Upgrade checklists” on page 49.
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18 – UPGRADE TASKS
Backing up EXCEL 5000 Direct data before upgrading
You must back up the EXCEL 5000 Direct data before upgrading the point server.
Prerequisites
•
Pen and paper to record the existing settings.
To back up EXCEL 5000 Direct data
1
In Windows Control Panel, open C-bus to start the Honeywell C-Bus
Configuration tool.
2
If you have EXCEL 5000 Direct Dial-Up, click Modem Configuration to
open the Modem Pool Configuration dialog box.
3
Record the setup details for each modem in the modem pool.
4
Exit the Honeywell C-Bus Configuration tool.
5
Copy alarmrecovery.bin to %windir%\system32 on new point server
computer.
Attention It is important that the alarmrecovery.bin file exists in the location
specified before the Upgrade process in initiated.
6
If you have EXCEL 5000 via LON, back up the LNS database by copying all
files in the folder that has the same name as the LNS database (usually under
c:\lm) to a location that is accessible to the new point server computer.
Stop
You have completed this task. Return to the checklist that led to this task.
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UPGRADE TASKS FOR EXCEL 5000 DIRECT
Restoring EXCEL 5000 Direct data
Prerequisites
•
The record of existing settings you created when backing up the existing
EXCEL 5000 Direct data.
To restore the EXCEL 5000 Direct data
1
Stop the EXCEL 5000 Direct point server on the new computer.
2
In Windows Control Panel, open C-bus to start the Honeywell C-Bus
Configuration tool.
Tip
3
If you have already restored LonWorks point server data, steps 3 and 4
have been completed, you can go straight to step 5.
If you have EXCEL 5000 via LON, import the LNS Database as follows:
a. Click Import.
b. Enter the location of the LNS network.
c. Enter a new Network name or click Browse to select an existing LNS
network.
d. If required, change the database location.
e. Click Import.
4
If you have EXCEL 5000 via Lon, click Initialize to initialize the devices.
5
If you have EXCEL 5000 Direct Dial-Up, click Modem Configuration to
open the Modem Pool Configuration dialog box.
6
Re-configure each modem, as recorded during the backup procedure. Note
that the new computer or operating system may have installed the modems
with different names.
7
Start the EXCEL 5000 Direct point server.
Stop
You have completed this task. Return to the checklist that led to this task.
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18 – UPGRADE TASKS
About Global Schedules migration
The original, pre-Outlook style Global Schedules are no longer supported and
need to migrated to the new Global Schedules available with the latest release of
EBI.
To learn about the new concepts related to the new Global Schedules, see the
topic “About Global Schedules” in the Configuration and Administration Guide.
The original schedules are retained in the controller and continue to operate
however you must migrate the old schedules so that you have a “global view” of
all of your schedules and so that you can update schedules as required.
There is a migration utility that creates new Global Schedules to replace your old
schedules. The migration steps are:
1. Migrate the original Global Schedules. The migration utility creates new
Global Schedules to replace the original Global Schedules.
2. Validate the new Global Schedules and ensure that your scheduling
requirements are addressed by the new schedules.
3. Download the new Global Schedules. (At this point, the controller has both
the new schedule and the old schedule.)
4. Delete the old Global Schedules.
Before starting the migration of your schedules, consider the timing of the
migration, particularly downloading to controllers, so that you do not disrupt the
operation of the building during business hours. An automatic daily download
occurs at 00:13 every day. You should aim to complete the download before this
occurs.
Before commencing any download, you should make sure that the controllers are
online and operating without any errors to avoid any problems during the
download.
There are several download options. You should choose the download option that
best suits your site. The download options are:
410
•
Download Modified Resources. This option downloads all of the resources in
the list of modified resources. (A resource is a new concept in the new Global
Schedules, and maps to schedules in the original Global Schedules.)
•
Download Selected Resources. You can choose which resources you want to
download. This is useful if you have a large number of resources so you can
download resources for particular parts of the building. This option helps to
prevent placing a large load on the system if you have a lot of resources.
•
Download Selected Controllers. This option downloads the resources relevant
to the controllers that you select. This is only applicable for original Global
Schedules you have created for Excel 5000 controllers.
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ABOUT GLOBAL SCHEDULES MIGRATION
Related topics
“Migrating Global Schedules” on page 412
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18 – UPGRADE TASKS
Migrating Global Schedules
To migrate Global Schedules
1
In the Command Zone in Station type syscfggtsmigration and press
ENTER.
The Global Schedules Migration display appears.
2
Click Migrate to start the migration.
When the migration has finished, the word Completed appears under the
Migrate button.
3
Click the migration summary link to view the results of the migration.
The Global Schedules Migration Results display appears. The migration
results list all the old schedules that have been migrated.
Tip
Print the migration results to use when you validate the Global
Schedules migration.
4
Click the Back button (on the Station toolbar) to return to the Global
Schedules Migration display.
5
Click the Global Schedules link.
The Global Schedules display appears.
6
Use the migration results to validate that your original schedules have been
migrated to the new Global Schedules.
7
Choose View > System Status.
The System Status display appears. Check that your controllers are online and
operating correctly. Downloading schedules to a controller that is offline
causes errors. If there is a problem with any controller, you should rectify this
problem before downloading.
8
In the Command Zone in Station type syscfggtsmigration and press
ENTER to return to the Global Schedules Migration display.
9
After you have validated the new schedules and verified that controllers are
online, click the Global Schedules Download Summary link.
10 Download the Global Schedules using the download option that best suits
your site requirements:
412
•
Download Modified Resources. Use this option if you have a small
number of resources. You can use this option if you have a large number of
resources, however, if there are any errors, it may be more difficult to
identify which resource or controller produced the error.
•
Download Selected Resources. Use this option if you have a large number
of resources and you want to download schedules for particular parts of
www.honeywell.com/buildingsolutions
ABOUT GLOBAL SCHEDULES MIGRATION
the building to minimize impact on the system or the occupants of the
building. This option also makes it easier to identify and troubleshoot any
errors.
•
Download Selected Controllers. Use this option if you want to download
schedules for a specific controller. You can only use this option for Excel
5000 controllers.
11 Click OK to confirm the download.
12 When you have downloaded all of your Global Schedules, in the Command
Zone in Station type syscfggtsmigration and press ENTER to return to the
Global Schedules Migration display.
13 Click Delete All to delete the old Global Schedules.
The Daily Schedules added to the relevant Excel 500 controllers by the
original Global Schedules are removed from the controllers. Any point control
schedules added by the Original global schedules are removed. When the
deletions are successfully downloaded, the schedule name is removed from
the list.
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18 – UPGRADE TASKS
Updating the server alias
The server alias is used to identify servers within a DSA. The alias is used in
reports, the System Status display, alarms, and events for servers in a DSA as well
as standalone servers.
When you install a new server, the alias is the same as the computer name. You
can change this alias. If you change the alias, when you upgrade your server to a
new computer, the server alias is retained. Depending on your site, this may be
suitable. However, this may cause issues if you use a different computer name
when you upgrade and you expect the alias to be reset. For example, you have a
server with a computer name of Robert_XYZ, and you have set the alias to, BOB.
You upgraded the server to a new computer and used the computer name James_
XYZ, the alias remains as BOB.
To update the server alias
414
1
In the Command Zone in Station type sysServersLclCfg and press ENTER.
The Distributed Server Local Configuration display appears.
2
In the Server Alias box, type the required alias.
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Removing EBI
19
This section describes how to remove EBI and its associated applications from
the server and client computers.
The setup program only removes files that it installed. It does not remove files
created after installation, such as Quick Builder projects. After you have removed
EBI, it is recommended you check and, if appropriate, manually delete, any files
left in the C:\Program Files\Honeywell folder and its subfolders.
Caution
You must back up all EBI database files on the server before removing EBI because the
removal process destroys the server database.
Prerequisites
•
You have backed up all database files.
To:
Go to:
Uninstall EBI
page 416
Remove EBI server components
page 417
Remove Microsoft SQL Server from the server.
page 418
Remove EBI client applications
page 419
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19 – REMOVING EBI
Uninstalling EBI
EBI can be uninstalled by using the EBI Installation wizard which opens when
the EBI DVD is inserted or when initiated through the Windows Control Panel.
To remove all EBI components from the server or client
1
Log on as a Windows administrator.
2
Stop the EBI server.
3
Insert the EBI DVD into the DVD drive.
The Enterprise Buildings Integrator 410 start page automatically displays.
(You can also start the installation wizard from Windows Explorer. Browse to
the root folder on the DVD and double-click the setup.exe file.)
The InstallShield Wizard starts.
4
Click Next to continue.
5
Click the Uninstall Enterprise Buildings Integrator 410 option button and
click Next.
6
Click Uninstall to remove the program from your computer.
7
Restart the computer so that the change takes effect.
Stop
You have completed this task. Return to the checklist that led to this task.
Related topics
“Starting and stopping the EBI server” on page 206
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REMOVING THE EBI SERVER COMPONENTS
Removing the EBI server components
EBI server components can be removed using the EBI Installation wizard which
opens when the EBI DVD is inserted or when initiated through the Windows
Control Panel.
To remove the EBI server components from the server
1
Log on as a Windows administrator.
2
Stop the EBI server.
3
Choose Start > Control Panel > Uninstall a program.
4
Click Enterprise Buildings Integrator 410 and click Change.
5
Browse to and select the location of the EBI DVD and then click Next.
The Welcome dialog box automatically displays.
6
Click Next to continue.
7
Click Remove components and click Next.
The System CheckWarning dialog box automatically displays.
8
Verify that no critical issues are listed and click Next to continue.
9
Select the options that you are removing and click Uninstall.
10 Restart the computer so that the change takes effect.
Stop
You have completed this task. Return to the checklist that led to this task.
Related topics
“Starting and stopping the EBI server” on page 206
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19 – REMOVING EBI
Removing Microsoft SQL Server
Attention If Microsoft SQL Server is being utilized for non-Honeywell related
processes, do not complete this task.
As part of the EBI uninstall process, you must remove Microsoft SQL Server
(after removing EBI) because it is not removed automatically when EBI is
removed.
To remove Microsoft SQL Server from the server
1
Log on as a Windows administrator.
2
Choose Start > Control Panel > Uninstall a program.
3
Click Microsoft SQL Server 2008 and click Change/Remove.
The SQL Server Installation Wizard starts and Setup support rules verify your
configuration.
4
Click OK to continue.
5
Choose the instance of SQL Server to remove and click Next.
6
Select the features to remove for the instance of SQL server you are removing
and click Next.
The removal rules verify that the uninstallation will process correctly.
7
Click Next.
8
Review the list of components to be uninstalled.
9
Click Remove.
10 When the uninstallation is complete, click Close.
11 Repeat steps 3 to 10 to remove other SQL Server components.
Stop
You have completed this task. Return to the checklist that led to this task.
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REMOVING EBI CLIENT APPLICATIONS
Removing EBI client applications
This section describes how to remove EBI client applications, such as Station,
Display Builder, HMIWeb Display Builder and Quick Builder, from the server or
client.
To remove a client application
1
Log on as a Windows administrator.
2
Stop the EBI server. See “Starting and stopping the EBI server” on page 206.
3
Choose Start > All Programs > Enterprise Buildings Integrator > Setup.
4
Click Next in the Welcome dialog box.
5
Click Modify.
6
Click Remove selected components from EBI or perform a full uninstall
and click Next.
7
Select the component(s) to remove and click Next.
8
Check the options that you are removing and click Uninstall.
9
Restart the computer so that the change takes effect.
Stop
You have completed this task. Return to the checklist that led to this task.
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19 – REMOVING EBI
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Troubleshooting
20
This section provides troubleshooting information.
Category
Go to:
Installing EBI on the server
page 422
Starting EBI on the server
page 423
Windows-related problems
page 424
DNS Performance in a Redundant Server System
page 425
Network interface cards (network adapters)
page 426
Modems
page 427
Terminal servers
page 428
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20 – TROUBLESHOOTING
EBI server installation problems
If you cannot install EBI, check the log file, setup.log, by opening it with
Notepad or other text editor.
If you are installing EBI onto the ESX or ESXi VMware platform, you cannot use
remote desktop to perform the installation. You need to use VNC or Radmin to
ensure EBI installs successfully.
Check that the drive to which you are installing EBI is not compressed. EBI and
Microsoft SQL server cannot be installed onto a compressed hard drive.
The first time you attempt to install EBI, the log file is created in the folder
specified by the TEMP environment variable. During subsequent installations,
the log file is created in Server\Setup.
There are several other log files created in TEMP\HoneywellInstallLogDateTime
where DateTime is the date and time (in year, month day, hour, minutes, seconds
format) that you installed EBI.
If you cannot resolve the problem, zip the \HoneywellInstallLogDateTime
folder and the setup.log file and forward to your Honeywell representative for
help.
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EBI SERVER STARTUP PROBLEMS
EBI server startup problems
Cause
If network drives are listed in the system variable path, you must remove them
and add them to the user variables path.
Solution
1. Choose Start > Control Panel > System and Maintenance.
2. Click System and then click Advanced system settings.
3. Click the Advanced tab, then click Environment Variables to display the
environment settings for the system and user variables.
4. Under System Variables, scroll down the list to Path to see the inclusions and
ensure that there are no drives other than local drives (for example, C: or D:)
are listed.
5. If there are any network drives:
a. Remove them from the list.
b. If they are required, add them to the User Variables path.
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20 – TROUBLESHOOTING
Windows-related problems
Cause
If you have any TCP/IP problems, use the TCP/IP utilities installed with
Microsoft TCP/IP. For information on solving these problems, consult the
documentation that came with your operating system.
Diagnostic check
If you experience Windows-related performance problems, check that:
•
The maximum system paging file size is adequate for your memory
requirements.
•
The screen display rates are optimum. Try decreasing the video resolution to
improve the screen display rates.
•
There is no graphics- or CPU-intensive screen saver. Screen savers often
require significant CPU effort, to the detriment of core applications.
•
In the case of the server, Optimize Performance is set to Background
Services. (Double-click the System icon in Windows Control Panel, click the
Advanced tab and then click Performance Options.)
•
If you are running Windows Server 2003 R2, ensure that it is optimized for
network applications.
Solution
1. In Windows Control Panel, open Network and Dial-up Connections.
2. Double-click the network connection and click Properties.
3. Select File and Printer Sharing for Microsoft Networks and click
Properties.
4. Select Maximize data throughout for network applications and click OK.
5. Click OK to close the Connection Properties dialog box and click Close to
close the Connection Status dialog box.
Related topics
“Memory and swapfile/pagefile” on page 439
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DNS PERFORMANCE IN A REDUNDANT SERVER SYSTEM
DNS performance in a redundant server system
If you have a Domain Name Service (DNS) and you use the server basename,
client applications can take up to 30 seconds to resolve the network name to an IP
address, if the DNS is slow to respond due to performance or network issues.
The first time a spreadsheet is called up or a networked application is run, it might
take between one to two minutes to determine the network architecture, find a
valid link to the primary server, and return requested data.
A hosts file configuration is recommended on client computers, rather than a
DNS, because the hosts file allows the name to be resolved in about one to two
seconds.
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20 – TROUBLESHOOTING
Network interface cards (network adapters)
The network interface card is installed but isn’t working properly
When you install Windows, it generally recognizes the network interface cards.
However, if it does not, run the Add Hardware wizard from Windows Control
Panel.
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MODEMS
Modems
The modem connects but doesn’t stay connected
If the phone line has a “call waiting” facility, incoming calls may throw the
modem off-line, so disable “call waiting”.
If that doesn’t work, check that the flow control set correctly. For 9,600 baud and
faster modems, it must be set to hardware flow control.
When the modem is used, the system locks up or crashes
This problem usually results from an interrupt conflict. Two devices may be
trying to use the same interrupt.
For example, a conflict exists if the computer has a serial mouse on COM1, which
uses IRQ 4, and the modem is on COM3 (which, by default, also uses IRQ 4).
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20 – TROUBLESHOOTING
Terminal server problems
Attention In order to test communications with a terminal server, the EBI server
Daemon service, at least, must be started.
Cannot communicate with the terminal server through HyperTerminal
Check the following:
•
You are using the correct cable between the configuration computer and
terminal server, and it is connected.
•
No application other than HyperTerminal is using that COM port.
•
The login via Port 1 of the terminal server has not been disabled.
•
The terminal server is switched on.
•
You have set the COM port settings to the appropriate values for terminal
server you are configuring.
•
The Port 1 access setting on the terminal server is local. If login via Port 1
server has been disabled, you may need to reset the terminal server.
Cannot communicate with the terminal server through Telnet
Check the following:
•
The terminal server is switched on.
•
The terminal server is connected to the LAN and the NET light is flashing.
•
The computer is connected to the LAN.
•
The terminal server’s IP address is correct.
•
The gateway address is correct (if the terminal server is connected through a
router).
Terminal server channel fails immediately after enabling the channel
Check the following:
428
•
The terminal server is switched on.
•
The controller communicating through the terminal server is switched on.
•
All cables between the controller, terminal server and server are connected.
•
The channel properties are correctly defined for that type of terminal server in
Quick Builder.
•
The entries in the hosts file are correct.
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TERMINAL SERVER PROBLEMS
•
The IP address is not being used by any other devices.
•
There is no other channel communicating with the same TCP number.
Terminal server channel fails intermittently
Check the following:
•
The gateway address is correct (if the terminal server is connected through a
router).
•
The channel’s read and write times are correct for your system.
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20 – TROUBLESHOOTING
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Tuning server performance
21
This section describes how to customize Microsoft Windows to gain the best
performance for EBI.
To learn about:
Go to:
The basics of server tuning
page 432
Tuning the Windows kernel
page 433
Optimizing the performance of the hard disk
page 434
Optimizing the memory and swapfile/pagefile settings
page 439
Optimizing the performance of the network
page 442
Optimizing the performance of server redundancy
page 448
Optimizing other settings
page 449
Monitoring your system assessing the need for hardware upgrades
page 451
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21 – TUNING SERVER PERFORMANCE
Introduction
This section describes background information to help you understand the
performance requirements of EBI systems.
Performance
Performance describes the speediness of a system to react to series of tasks, and
includes the ability to perform those tasks in a reliable manner. There are two
aspects of performance: overall system and individual application/component
performance.
Overall system performance can often be interchanged with reliability. Reliability
is most affected by the configuration of drivers and related software that make up
the system. Individual application/component performance on the other hand, can
often be configured through the use of software settings and hardware
components. Together, these affect the overall experience and speediness of the
system to perform tasks.
Performance needs
Reliability and system availability are the primary concern. The main goals are to
make sure that the system is available to the user at any point of time, and that the
application is responsive and presenting the correct data.
The remainder of this section focuses on the computer components of EBI that
effect reliability, system availability, and performance.
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TUNING THE WINDOWS KERNEL
Tuning the Windows Kernel
This section describes how to tune the Windows kernel, which changes the way in
which Windows assigns process priorities.
Prerequisites
•
To tune the operating system, you must be logged on with administrator
privileges.
To tune the Windows kernel on Windows Server 2008 or Windows 7
1
Click Start and right-click Computer and choose Properties.
2
In the left pane, click Advanced system settings.
3
Click the Advanced tab.
4
Click Settings in the Performance group to display the Performance Options
dialog box.
5
Click the Advanced tab.
6
In the Processor scheduling group, select Programs.
7
Click OK.
The Windows operating system assigns higher priority to user applications,
such as Station or Quick Builder, than to background processes.
To tune the Windows kernel on Windows Server 2003 or Windows XP
1
On the Windows desktop, right-click the My Computer icon and choose
Properties.
2
Click the Advanced tab.
3
Click Settings in the Performance group to display the Performance Options
dialog box.
4
Click the Advanced tab.
5
In the Processor scheduling group, select Programs.
6
In the Memory usage group, select Programs.
7
Click OK.
The Windows operating system assigns higher priority to user applications,
such as Station or Quick Builder, than to background processes.
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21 – TUNING SERVER PERFORMANCE
Disk management
Disk performance, or the capability of the computer to access and store files on
the hard disk, can greatly affect the performance of the computer. Other than hard
disk failures, there are two file system (the format of storage on the hard disk)
issues that affect the computer:
•
File System Errors
•
Fragmentation
Related topics
“Fixing File System errors” on page 435
“Defragmenting the file system” on page 437
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DISK MANAGEMENT
Fixing File System errors
File system errors can occur during the following events:
•
Power outages
•
Improper shutdown
•
Disk hardware malfunction.
Attention To fix file system errors, you need to restart the computer. Ensure you have
no other applications running.
To fix file system errors on Windows Server 2008 or Windows 7
1
Choose Start > Computer.
2
Right-click the hard disk and choose Properties.
3
Click the Tools tab.
4
Click Check Now in the Error-checking group to display the Check Disk
dialog box.
5
Select the Automatically fix files system errors check box and then click
Start.
6
Click Yes to schedule the operation to occur the next time the computer is
started.
7
Restart the computer.
The computer checks for file system errors during startup.
8
Log on.
9
Review the disk report in the Event Viewer. To display the Event View:
a. On the Windows desktop, right-click the My Computer icon and choose
Manage.
b. Expand the Event Viewer item and then click the Application item.
If the disk report contains bad sector error, you must restart this procedure and
select the Scan for and attempt recovery of bad sectors option.
It is recommended that hard disks that continually report bad sectors be
scheduled for replacement, as it usually indicates that the hard disk is
experiencing hardware malfunctions.
To fix file system errors on Windows Server 2003 or Windows XP
1
On the Windows desktop, double-click the My Computer icon.
2
Right-click the hard disk to check and choose Properties.
3
Click the Tools tab.
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4
Click Check Now in the Error-checking group to display the Check Disk
dialog box.
5
Select Automatically fix files system errors and then click Start.
6
Click Yes to schedule the operation to occur the next time the computer is
started.
7
Restart the computer.
The computer checks for file system errors during startup.
8
Log on.
9
Review the disk report in the Event Viewer. To display the Event View:
a. On the Windows desktop, right-click the My Computer icon and choose
Manage.
b. Expand the Event Viewer item and then click the Application item.
If the disk report contains bad sector error, you must restart this procedure
and select the Scan for and attempt recovery of bad sectors option.
It is recommended that hard disks that continually report bad sectors be
scheduled for replacement, as it usually indicates that the hard disk is
experiencing hardware malfunctions.
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DISK MANAGEMENT
Defragmenting the file system
Although the NT file system (NTFS) attempts to minimize file system
fragmentation, it is often the most frequent performance issue during normal
computer operations. Fragmentation is when a file or piece of data is written to
the hard disk and it is not written contiguously. This causes the computer to
perform multiple read and lookups every time the file is accessed.
The process of defragmentation optimizes the file system by making each file on
the disk occur contiguously. In addition, certain files, such as the operating
system or frequently accessed files, are moved to the first sectors on the hard disk.
This enables these files to be found and accessed faster.
Fragmentation occurs frequently and affects the performance of EBI systems.
It is recommended that administrators of the EBI system add this task to the plant
maintenance schedule, so that it occurs during shutdowns.
The default fragmentation utility included in Windows can be upgraded to the full
version. Executive Software’s Diskeeper includes a scheduler and the ability to
defragment directories and page files when a computer restarts. Defragmentation
tasks effect the control system if they are set to run automatically with the
scheduler. Care must be taken when scheduling defragmentation events.
To defragment the hard disk on Windows Server 2008 or Windows 7
1
Choose Start > Computer.
2
Right-click the hard disk and choose Properties.
3
Click the Tools tab.
4
Click Defragment now in the Defragmentation group to display the Disk
Defragmentor dialog box.
5
Select the hard disk to defragment, and then click Analyze.
This analyzes the fragmentation level of the drive. Large areas of red indicate
that the hard disk is fragmented. Large areas of blue indicate that the computer
is mostly contiguous.
6
Click Defragment on the Analysis Complete dialog box to start
defragmenting the hard disk, even if this dialog box recommends that no
defragmentation is required.
Depending on the level of fragmentation and usage, the task may take some
time to complete.
Stop
You have completed this task. Return to the checklist that led to this task.
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To defragment the hard disk on Windows Server 2003 or Windows XP
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1
On the Windows desktop, double-click the My Computer icon.
2
Right-click the hard disk to defragment and choose Properties.
3
Click the Tools tab.
4
Click Defragment now in the Defragmentation group to display the Disk
Defragmentor dialog box.
5
Select the hard disk to defragment, and then click Analyze.
This analyzes the fragmentation level of the drive. Large areas of red indicate
that the hard disk is fragmented. Large areas of blue indicate that the computer
is mostly contiguous.
6
Click Defragment on the Analysis Complete dialog box to start
defragmenting the hard disk, even if this dialog box recommends that no
defragmentation is required.
Depending on the level of fragmentation and usage, the task may take some
time to complete.
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MEMORY AND SWAPFILE/PAGEFILE
Memory and swapfile/pagefile
There are two types of memory that exist in a computer: physical and virtual.
Multi-tasking operating systems, such as Windows XP, can take memory space
occupied by data in the physical RAM and swap it into a file. This frees up the
physical RAM for other processes. If the process requires data that has been
swapped into a file, a page fault occurs and the page is swapped back from the file
into the physical RAM before the process continues. This type of management is
called paging, and the associated swapfile is called the page file.
Viewing memory usage
In the Windows Task Manager dialog box you can view memory usage. Click
the Performance tab to view the Commit Charge (K) group, which displays the
total memory available in physical and virtual memory combined (the Limit
value), and Physical Memory (K) group, which displays the amount of physical
memory available for use.
Page file settings
Page file settings include a lower and upper limit. The lower limit is typically the
amount of physical RAM plus management space. This is almost always 1.5
times the amount of physical RAM.
Windows XP, in normal operation, will only use the lower limit size, and
therefore only the value of the lower limit (Initial Size) is pre-allocated. If the
usage exceeds this limit, the computer will then continue to allocate additional
space until the upper limit (Maximum Size) is reached or the computer runs out of
hard disk space. If this occurs, it usually means that an application/process is
leaking memory.
Memory configurations
Some paging of memory for systems is normal. Excessive paging impacts
computer performance during the swapping and allocation phases. Memory
performance can be degraded during some operations as long as they are not
prolonged or part of normal computer operations.
The goal when calculating memory settings is to produce a balanced computer,
that is, a computer with enough physical RAM for normal operations and the
ability to page when an abnormal event occurs. Systems who perform paging
operations frequently during normal operations will receive performance benefits
by adding more physical RAM.
At any time memory is added or removed from the computer, the operating
system must be adjusted based on the usage described below.
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Calculating pagefile settings
To calculate the initial size (MB) for virtual memory, use the following formula:
SysType + (Chans * 7) + (Stns * 4)
where:
Part
Description
SysType
For EBI with the Building Manager option, this value
is 228.
For EBI with the Security Manager option or for an
integrated EBI server, this value is 356.
Chans
The number of channels connected to the server.
Determine the number of channels from your license
certificate.
Stns
The number of Stations connected to the server.
Determine the number of Stations from your license
certificate.
If the minimum virtual memory value calculated using this formula is less than
the minimum value recommended by the Windows operating system, use the
Windows minimum value.
The maximum size is double the initial size.
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MEMORY AND SWAPFILE/PAGEFILE
Adjusting swapfile/pagefile size
To adjust the swapfile/pagefile size on Windows Server 2008 or Windows 7
1
Click Start and right-click Computer and choose Properties.
2
In the left pane click Advanced system settings.
3
Click the Advanced tab of the System Properties dialog box.
4
Click Settings in the Performance group.
5
Click the Advanced tab of the Performance Options dialog box.
6
Click Change to display the Virtual Memory dialog box.
7
Select System managed size, and then click Set.
Tip
If the System managed size option is “grayed out”, clear the
Automatically manage paging file size for all drives check box.
For these changes to take effect, you need to restart the computer. When you
click OK to accept previous dialog boxes, you are prompted to restart the
computer.
To adjust the swapfile/pagefile size on Windows Server 2003 or Windows XP
1
On the Windows desktop, right-click the My Computer icon and choose
Properties.
2
Click the Advanced tab of the System Properties dialog box.
3
Click Settings in the Performance group.
4
Click the Advanced tab of the Performance Options dialog box.
5
Click Change to display the Virtual Memory dialog box.
6
Select System managed size, and then click Set.
For these changes to take effect, you need to restart the computer. When you
click OK to accept previous dialog boxes, you are prompted to restart the
computer.
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Networking
A network is the communication media between servers, clients, and devices. If
this network is not tuned properly, the following problems may occur:
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•
Poor client application performance.
•
Intermittent or complete device communication failure.
•
Loss of redundancy between servers.
•
Intermittent or complete loss of communication between clients and servers.
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NETWORKING
Network optimization
In the Windows operating system there are several settings to optimize the
network. It is recommended that these settings be combined with an overall plan
to monitor and adjust to the traffic on the network. Consult your networking
equipment vendor for tools and management applications that work best with
your hardware.
Operating system tuning (page 433) affects the ability of the computer to respond
to network traffic. If you have not applied these settings, you must perform them
now.
The order in which the systems access the network is also important. Known as
the Binding Order, it is recommended they be adjusted so that each computer
accesses the network in the same order. If your computer has more than 1 network
card, you must verify that the bindings for each computer are in the correct order.
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Management of traffic
If your control system uses an Ethernet network for the Control network, you can
achieve network performance benefits by restricting the type of traffic over this
network.
Windows operating systems, by default, use all network cards defined in a
computer for communication with other systems as long as the networks are
common between the initiator and target.
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NETWORKING
Adjusting bindings and disabling protocols on standard networks
To adjust bindings or disable protocols on standard networks on Windows Server
2008
1
Choose Start > Control Panel > Network and Internet > Network and
Sharing Center.
2
Click Manage Network Connections.
3
Press ALT to show the menu and choose Advanced > Advanced Settings to
display the Advanced Settings dialog box.
4
In the Connections list, the order of items must be:
•
Primary Supervisory Network.
•
Backup Supervisory Network, if you have redundant networks.
• Supervisory Control Network, if you are doing control over Ethernet.
Use the Up and Down arrow buttons to the right of the Connections list to
correctly order these items.
5
If the system has a Supervisory Control Network:
a. Click the Supervisory Control Network item in the Connections list.
b. Clear the File and Printer Sharing for Microsoft Networks check box in
the Bindings list.
6
Click OK.
To adjust bindings or disable protocols on standard networks on Windows 7
1
Choose Start > Control Panel.
2
Under Network and Internet, click View network status and tasks.
3
In the left pane click Change adapter settings.
4
Press ALT to show the menu and choose Advanced > Advanced Settings to
display the Advanced Settings dialog box.
5
In the Connections list, the order of items must be:
•
Primary Supervisory Network.
•
Backup Supervisory Network, if you have redundant networks.
• Supervisory Control Network, if you are doing control over Ethernet.
Use the Up and Down arrow buttons to the right of the Connections list to
correctly order these items.
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6
If the system has a Supervisory Control Network:
a. Click the Supervisory Control Network item in the Connections list.
b. Clear the File and Printer Sharing for Microsoft Networks check box in
the Bindings list.
7
Click OK.
To adjust bindings or disable protocols on standard networks on Windows Server
2003 or Windows XP
1
On the Windows desktop, right-click the My Network Places icon and
choose Properties.
2
Choose Advanced > Advanced Settings to display the Advanced Settings
dialog box.
3
In the Connections list, the order of items must be:
•
Primary Supervisory Network.
•
Backup Supervisory Network, if you have redundant networks.
• Supervisory Control Network, if you are doing control over Ethernet.
Use the Up and Down arrow buttons to the right of the Connections list to
correctly order these items.
4
If the system has a Supervisory Control Network:
a. Click the Supervisory Control Network item in the Connections list.
b. Clear the File and Printer Sharing for Microsoft Networks check box in
the Bindings list.
5
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Click OK.
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NETWORKING
Benefits from other Network Services
Optimizing the use of Network Browsing services can reduce the number of
broadcasts a computer performs while communicating and maintaining itself on
the network. Reducing the number of broadcasts a computer performs limits
traffic on the network, and hence increase network performance.
Systems utilizing a Workgroup model must rename the computers Workgroup
Name to a name other than default. When integrating other systems and networks,
you must create independent workgroups by naming all of the systems that
communicate together with the same workgroup name, but different from other
workgroup names.
Utilizing other services to provide directory and resolution information can also
optimize networking while minimizing management tasks, for example, Active
Directory, WINS, DNS, Domains, and so on. However, this can make some
functions of the Control System dependent on these services for operation. In
order to integrate these types of services into the computer, extreme care and
planning needs to occur. Please refer to Advanced Online Documentation and the
Network Planning Guide for further details.
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Server redundancy
This allows the system to continue operating even when a computer fails which
was hosting the EBI Server. All systems in the configuration will shift to the
backup server if the primary server has failed.
Fast failover
Some processes need to be more tolerant to total system failure. This option
includes more stringent monitoring of the two servers and a faster switch-over
time.
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OTHER SETTINGS
Other settings
The following settings and factors affect the performance of the system:
•
Video settings
•
System usage
•
Topology-related settings, such as the physical location of systems and service
integration.
Video settings
There are no great performance gains to be made through adjustments made to
video settings. The system applications and displays have been optimized for a
resolution of 1280 by 1024 with a minimum of 65K colors (High Color 16 bit).
Using any other setting than this will produce anomalies in some displays.
In order to receive the best performance from the computer perspective,
Honeywell suggests that the video card use the AGP bus and contain at least
32 MB of VRAM. This frees up the computer bus and gives the video processor a
more direct line to the CPU and memory resources.
System usage
The system usage itself will have an impact on the performance of the system.
Most memory and CPU recommendations are based on what Honeywell
considers “average” use of the system. Although highly interpretative, depending
on how the system is used and/or configured may require your computers to use
more memory, higher speed or multiple CPUs, larger disks, faster networking,
and so on.
These type of adjustments can only occur over time as you gain experience with
your usage of the system. Here are some features in the system, which will affect
the performance of the Supervisory Systems:
•
•
Number of Stations
-
The display update rate.
-
Shared versus local displays.
-
Chart visualization.
-
The number of parameters viewed (across all Stations) and their frequency
of change.
Frequency of report generation.
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•
Frequency of performed maintenance, for example, defragmentation level of
the disk.
•
Number of servers in a DSA system, and the number of parameters shared.
•
History collection.
•
Event archiving.
•
Server synchronization with file backup.
As your system is adjusted over time, it is recommended you evaluate how your
systems are performing and make adjustments accordingly.
Related topics
“Monitoring the system and assessing the need for hardware upgrades” on
page 451
Topology-related settings
The types of configurations discussed in this section are not factored in to the
published performance specifications for the system. Adjustments would have to
be made accordingly.
Physical location of systems
The location and distance between each node becomes a factor in the
performance. EBI Servers are designed to be within the same network. If “hops”
are introduced, then timing parameters need to be adjusted due to the increased
time to perform such things as synchronization. As tasks take longer to complete,
they affect the other running tasks on the system. Station performance will also be
affected if it is running remotely. Monitor the Server Performance using the
instructions in outlined in “Monitoring the system and assessing the need for
hardware upgrades” on page 451.
Service integration
Adding services, such as Active Directory, to the EBI Server have an impact on
the servers CPU and memory usage. This must be taken into consideration when
planning the hardware purchase for your server.
Related topics
“Monitoring the system and assessing the need for hardware upgrades” on
page 451
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MONITORING THE SYSTEM AND ASSESSING THE NEED FOR HARDWARE UPGRADES
Monitoring the system and assessing the need for
hardware upgrades
Most monitoring of the system is done during the operational phase of the system.
Frequently, during the configuration phase, some components of the system are
“maximized” to reduce the amount of time to perform the task.
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Configuring the Performance Monitor
To configure the Performance Monitor
1
In Windows Control Panel, open Administrative Tools.
2
Double-click Performance.
3
Click the Add button on the toolbar (the button with a + icon) to display the
Add Counters dialog box.
4
Add the following counters. To add a counter:
a. Select the performance object in the Performance Object list.
b. Select the counter in the Select counters from list.
c. If required, select the instance in the Select instance from list.
d. Click Add.
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Ref number
Performance object
Counter
Instance
1
Paging File
% Usage
\??\C:\pagefile.sys
2
System
Processor Queue Length
3
System
Context Switches/Sec
4
Processor
% Processor Time
_Total
5
Processor
% Interrupt Time
_Total
6
Server Work Queues
Queue Length
0
7
Server Work Queues
Bytes Transferred/Sec
0
8
TCP
Segments/Sec
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MONITORING THE SYSTEM AND ASSESSING THE NEED FOR HARDWARE UPGRADES
Interpreting the Performance Counter values
Paging File Usage
Evaluating the Paging File Usage counter will tell you whether or not your
computer has enough physical RAM. The counter itself tells you how often the
computer is using the Paging File. Average values approaching 40% or higher are
a strong indication that the computer is running without enough memory.
Recommendation: Add more Physical RAM.
Processor Speed and Quantity
In order to evaluate whether or not your computer has adequate processing power,
you must look a several counters:
•
System/Processor Queue Length
•
System/Context Switches/Sec
•
Processor/% Processor Time
•
Processor/% Interrupt Time
•
Server Work Queues/Queue Length
(Reference Numbers 2-6)
The Processor Queue Length indicates how many threads are waiting for CPU
time. Evaluating the Average will give you an idea of how well the system is
supporting the configuration. Generally, numbers averaging from 2 to 15 indicate
the system could receive a benefit by moving to a faster CPU. Numbers averaging
above 15 indicate the system could receive a benefit by moving to a Multiple
CPU system. (Microsoft states that systems with average queue lengths above 2
indicate processor congestion.)
Evaluating the Context Switches/Sec will give you an idea of how busy the
system is. The counter measures the number of times a thread voluntarily
relinquishes the processor, is preempted by a higher priority ready thread, or
switches between user-mode and privileged (kernel) mode to use an Executive or
subsystem service.
The Percent Processor Time indicates the utilization of the processor measured
in a percentage. Average percentages higher than 50% usually indicate that the
system could benefit from an upgrade to a faster processor or multiple CPU
system.
The Percent Interrupt Time indicates how often the system is handling
hardware related tasks and indicates where CPU congestion might exist.
Evaluating this counter may assist you in customizing your system configuration
and usage to gain the best performance.
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The Server Work Queue Length indicates the workload the server is
performing. A sustained queue length greater than four might indicate processor
congestion.
It is recommended that you evaluate all these counters before considering an
upgrade for the CPU. Faster speed processors will not always solve CPU
performance problems. Some systems will require the use of multiple CPUs. If
you are unsure of the CPU requirements of your system, it is recommended you
purchase a system capable of supporting multiple CPUs. This leaves you the
option of going to higher speed CPUs as well as the ability to add a second.
Networking
Network utilization is best-measured using third party tools to evaluate the
network hardware itself. However, you can gain knowledge by how a particular
server node is performing by looking at the following counters:
•
Server Work Queues/Bytes Transferred/Sec
•
TCP/Segments/Sec
With these counters, you can also evaluate the network using the pre-installed
network diagnostic tools provided with the network drivers. Two exist depending
on platform and configuration:
•
3Com Diagnostic Tool: For use with 3Com Cards on the following platforms:
GX200, GX240, and Precision 340.
To access, choose Start > Programs > 3Com NIC Utilities > 3Com NIC
Doctor.
•
Intel Pro Set: For use with Intel Pro Cards on the following platforms: GX240
and Precision 340 with FTE, and all PowerEdge Servers.
To access, double-click the Intel ProSet icon in Windows Control Panel.
EBI clients utilize two types of methods to communicate with the Server. To
adequately evaluate the performance of this mechanism, it requires viewing both
counters at the server to determine how busy the network/server is performing
these tasks.
The Bytes Transferred/Sec shows how busy the server is servicing network
clients. This is the rate at which the server is sending and receiving bytes with the
clients.
The TCP/Segments/Sec shows the amount of TCP traffic sent or received by the
Server.
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