exaquantum installation guide

Instruction Manual

Exaquantum Installation Guide

IM 36J04A13-01E

IM 36J04A13-01E© Yokogawa November 2 2009

9th Edition Issue 1

Exaquantum Installation Guide i

IM 36J04A13-01E 9th Edition Issue 1 November 2 2009

Copyright and Trademark Notices

© 2009 Yokogawa Electric Corporation

All Rights Reserved

All rights are reserved in this document, which is the property of Yokogawa Electric Corporation. Information contained herein is the property of Yokogawa Electric Corporation.

Unless agreed in writing by Yokogawa Electric Corporation, the licencee shall not remove, release, disclose, reveal, copy, extract all or part of the documentation.

Trademark Acknowledgements

Exaquantum, Exaopc and CENTUM are trademarks of Yokogawa.

Microsoft, Windows, Windows XP, Windows Server 2003, Windows Vista, Windows Server 2008, Microsoft Word, Microsoft Excel, Microsoft Office 2000, Microsoft Office XP, Microsoft Office 2003, Microsoft Office 2007, Visual Basic, Visual C++, SQL Server, SQL 2008, MDAC, Microsoft .NET and ActiveX are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries.

Exaquantum uses Microsoft SQL Server as part of an Integrated Value Added Solution.

Adobe and Acrobat are registered trademarks of Adobe Systems Incorporated, and registered within particular jurisdictions.

Ethernet is a registered trademark of XEROX Corporation.

Basic Scripting Engine provided by Cypress Software Inc., Copyright 1993 – 2000, all rights reserved.

Symantec pcAnywhere is a registered trademark of Symantec Corporation.

All other company and product names mentioned in this manual are trademarks or registered trademarks of their respective companies.

We do not use TM or ® to indicate trademarks or registered trademarks in this manual.

ii Contents


Highlights

The Highlights section gives details of the changes made since the previous issue of this document.

Summary of Changes

This is the 9th Edition of the document.

Detail of Changes

The changes are as follows.

Chapter/Section/Page Change

Section 2.14 Add note that for Primary/Secondary server switching to work RBNS must be configured

Section 10.18 New Section added

Section 2.18 Introduction of SharePoint Designer 2007

Section 2.19 Technology naming error corrected

Section 2.21 Added references to Windows Vista

Section 3.6 Added Office 2007

Added SharePoint Designer 2007

Section 3.7 Added Office 2007

Section 10.2 Added section “Access from the Network”

Section 10.16 Updated section, added removal of demo alerts

Section 10.17 New section

All Sections All references to prerequisite CDs have been replaced by a single Exaquantum DVD

All Sections All references to Server 2000 has been removed

Section 2.18 Removed support for Microsoft Front Page

Section 3.2 Changed manual launch of installation for Server 2008 & Vista

Section 3.3 Change to software prerequisites





Section 5.5 Prerequisites Dialogs updated


Exaquantum Installation Guide iii


Chapter/Section/Page Change




Section 5.12 Dialog updated for R2.50














Chapter 9 New chapter for PowerShell install

Section 8.2 Improved details/wording for Windows Server 2008

Section 11.8 Improved details/wording for Windows Server 2008

Section 11.16 Removed

iv Contents


Exaquantum Document Set

The documents available for Exaquantum are:

Exaquantum General Specification (GS 36J04A10-01E)

Exaquantum Technical Information (TI 36J04A10-01E)

Exaquantum/PIMS User's Manual (IM 36J04A11-01E)

Exaquantum/Explorer User's Manual Volume 1General Information (IM 36J04A12-01E)

Exaquantum Installation Guide (IM 36J04A13-01E)

Exaquantum Engineering Guide Volume 1 Administration (IM 36J04A15-01E)

Exaquantum Engineering Guide Volume 2Network Configuration (IM 36J04A15-02E)

Exaquantum Engineering Guide Volume 3Support Tools (IM 36J04A15-03E)

Exaquantum API Reference Manual(IM 36J04A14-01E)

Exaquantum Engineering Guide Volume 4Web Authoring (IM 36J04A15-04E)

Exaquantum/Explorer User's Manual Volume 2Custom Controls (IM 36J04A12-02E)

Exaquantum/Explorer User's Manual Volume 3Microsoft Excel Reports (IM 36J04A12-03E)

Exaquantum/Explorer User's Manual Volume 4Advanced Configuration (IM 36J04A12-04E)

Exaquantum Installation Guide v


Table of Contents

Copyright and Trademark Notices .....................................................................................i Highlights......................................................................................................................... ii Exaquantum Document Set..............................................................................................iv Table of Contents ..............................................................................................................v

Chapter 1 Introduction .............................................................................................................1-1 1.1 About This Guide............................................................................................................... 1-1 1.2 Installation Overview......................................................................................................... 1-2

Language....................................................................................................................... 1-2 1.3 Other Sources Of Information............................................................................................ 1-3

StoryFinder PDF File Search Application .................................................................... 1-3 1.4 Language options ............................................................................................................... 1-4

Supported Languages.................................................................................................... 1-4 Language Detection ...................................................................................................... 1-4

1.5 Support ............................................................................................................................... 1-6 Before Contacting Yokogawa Support ......................................................................... 1-6

Chapter 2 Pre-installation Preparation ...................................................................................2-1 2.1 Pre-Installation Overview .................................................................................................. 2-1 2.2 Additional Features ............................................................................................................ 2-2 2.3 Client / Server Technology Options................................................................................... 2-2

Servers........................................................................................................................... 2-3 Clients ........................................................................................................................... 2-3

2.4 Client Software Options..................................................................................................... 2-4 2.5 Web Server Deployment Options ...................................................................................... 2-5 2.6 Open Interface.................................................................................................................... 2-6 2.7 User And Group Accounts ................................................................................................. 2-6

Account Management ................................................................................................... 2-7 Implications For The Installation.................................................................................. 2-7

2.8 Exaquantum Accounts ....................................................................................................... 2-7 User Account ................................................................................................................ 2-7 Default Group Accounts ............................................................................................... 2-8 Optional Group Accounts ............................................................................................. 2-8 Domain Based Accounts............................................................................................... 2-8

2.9 Exaquantum OPC Client .................................................................................................... 2-8 2.10 Excel Add-Ins .................................................................................................................... 2-9

vi Contents


2.11 Hard Disk Considerations .................................................................................................. 2-9 2.12 Internet Information Server .............................................................................................. 2-10 2.13 Microsoft Message Queue (MSMQ)................................................................................ 2-10 2.14 Primary And Secondary Exaquantum PIMS Servers....................................................... 2-10 2.15 Role Based Name Space .................................................................................................. 2-11 2.16 Secure Workbook Folder Location .................................................................................. 2-11

Specified Local Folders [Default] ............................................................................... 2-11 Shared Folder On A Mapped Drive ............................................................................ 2-12 Shared Folder Using A UNC Path .............................................................................. 2-12

2.17 Server Time Synchronization........................................................................................... 2-12 2.18 Web Authoring Tools Option........................................................................................... 2-13 2.19 Windows Terminal Services ............................................................................................ 2-13 2.20 21 CFR Part 11 Support ................................................................................................... 2-13 2.21 Network Configuration .................................................................................................... 2-14 2.22 Using the Windows Firewall............................................................................................ 2-14

Detail ........................................................................................................................... 2-14 Firewall Notification. .................................................................................................. 2-15

2.23 Installation of Exaquantum with third party software. ..................................................... 2-17 2.24 Installation of Exaquantum with Exaopc software........................................................... 2-18 2.25 Internet Protocol Version 4(TCP/IP v4)........................................................................... 2-18

Chapter 3 Prerequisites ............................................................................................................3-1 3.1 Overview ............................................................................................................................ 3-1 3.2 Exaquantum DVD.............................................................................................................. 3-2 3.3 Combined Server Prerequisites .......................................................................................... 3-3

Hardware Requirements................................................................................................ 3-3 Software Prerequisites................................................................................................... 3-3

3.4 Exaquantum/PIMS Server Prerequisites ............................................................................ 3-5 Hardware Requirements................................................................................................ 3-5 Software Prerequisites................................................................................................... 3-5

3.5 Exaquantum/Web Server Prerequisites .............................................................................. 3-7 Hardware Requirements................................................................................................ 3-7 Software Prerequisites................................................................................................... 3-7

3.6 Exaquantum/Explorer Client Prerequisites ........................................................................ 3-8 Hardware Requirements................................................................................................ 3-8 Software Prerequisites................................................................................................... 3-8

3.7 Exaquantum/Web Client Prerequisites............................................................................... 3-9

Exaquantum Installation Guide vii


Hardware Requirements................................................................................................ 3-9 Software Prerequisites .................................................................................................. 3-9

Chapter 4 Installation Procedures ...........................................................................................4-1 4.1 Installation Procedures Overview ...................................................................................... 4-1 4.2 Installation.......................................................................................................................... 4-1

Stage 1 - Installing The Operating System: .................................................................. 4-1 Stage 2 - Installing Other Prerequisites That Are Not Provided:.................................. 4-2 Stage 3 - Installing Exaquantum Prerequisites: ............................................................ 4-2 Stage 4 - Installing The Exaquantum Software............................................................. 4-2

4.3 Prerequisites Installation Sequence.................................................................................... 4-3 4.4 Combined Exaquantum Server Installation Sequence ....................................................... 4-4 4.5 Exaquantum/PIMS Server Installation Sequence .............................................................. 4-5 4.6 Exaquantum/Web Server Installation Sequence ................................................................ 4-6 4.7 Explorer Client Installation Sequence................................................................................ 4-7 4.8 Web Client Installation Overview...................................................................................... 4-7

Online Installation......................................................................................................... 4-8 Installation From The DVD .......................................................................................... 4-8

4.9 Web Client Installation Sequence ...................................................................................... 4-9

Chapter 5 Dialog Boxes .............................................................................................................5-1 5.1 Installation Start ................................................................................................................. 5-1 5.2 Install The Exaquantum Software ...................................................................................... 5-3 5.3 Installation Procedure......................................................................................................... 5-4 5.4 Prerequisites - Welcome .................................................................................................... 5-5 5.5 Prerequisites – Mandatory Prerequisites ............................................................................ 5-6 5.6 Prerequisites – Conditional Prerequisites........................................................................... 5-7 5.7 Prerequisites – User And Password Information ............................................................... 5-8 5.8 Prerequisites – Install Sequence....................................................................................... 5-10

SQL Server Installation............................................................................................... 5-10 5.9 Prerequisites –Running Dialog Screens ........................................................................... 5-12

Microsoft Visual C++ 2005 Redistributable............................................................... 5-12 .NET Runtime Installation .......................................................................................... 5-12 HIS Exaopc Client Installation ................................................................................... 5-13 Installing SQL Server 2005 Backwards Compatability Components......................... 5-16

5.10 Prerequisites – Install Completed..................................................................................... 5-17 5.11 Exaquantum – Installation Start ....................................................................................... 5-18 5.12 Exaquantum – Welcome .................................................................................................. 5-18

viii Contents


5.13 Exaquantum – Exa Account setting ................................................................................. 5-19 EXA Account password setting .................................................................................. 5-19 Confirmation window ................................................................................................. 5-20 Unable to set password................................................................................................ 5-21 Exit from EXA Account Setting window ................................................................... 5-21

5.14 Exaquantum – License Agreement................................................................................... 5-22 5.15 Exaquantum – Customer Information .............................................................................. 5-23 5.16 Exaquantum – Destination Location ................................................................................ 5-24 5.17 Exaquantum – Select Features ......................................................................................... 5-25 5.18 Exaquantum – Password Information .............................................................................. 5-26 5.19 Exaquantum – Database Creation .................................................................................... 5-28 5.20 Exaquantum – 21 CFR Part 11 Settings........................................................................... 5-29 5.21 Exaquantum – Secure Workbook Location...................................................................... 5-30 5.22 Exaquantum – PIMS Server Names................................................................................. 5-31 5.23 Exaquantum – Web Server Name .................................................................................... 5-32 5.24 Exaquantum – Start Copying Files................................................................................... 5-33 5.25 Exaquantum – Setup Status.............................................................................................. 5-34 5.26 Exaquantum – Installation Completed ............................................................................. 5-35

Chapter 6 Installation Troubleshooting ..................................................................................6-1 6.1 Recovering From A Failed Installation .............................................................................. 6-1

Removing A Failed Installation .................................................................................... 6-1 Continuing Problem ...................................................................................................... 6-1

6.2 Installation Log File ........................................................................................................... 6-2 Chapter 7 Installing MSMQ.....................................................................................................7-1

7.1 Windows Server 2003 ........................................................................................................ 7-1 To Add MSMQ To An Existing System:...................................................................... 7-1

7.2 Windows Server 2008 ........................................................................................................ 7-2 To Add MSMQ To An Existing System:...................................................................... 7-2

Chapter 8 Installing IIS ............................................................................................................8-1 8.1 Windows Server 2003 ........................................................................................................ 8-1

To Add IIS To An Existing System: ............................................................................. 8-1 8.2 Windows Server 2008 ........................................................................................................ 8-2

To Add IIS To An Existing System: ............................................................................. 8-2 Configuration After Installing Exaquantum:................................................................. 8-3

Chapter 9 Installing PowerShell ..............................................................................................9-1 9.1 Windows Server 2008 ........................................................................................................ 9-1

Exaquantum Installation Guide ix


To Add PowerShell To An Existing System: ............................................................... 9-1 Chapter 10 Installing the .NET API on an Exaquantum Client or Web Server .................10-1

10.1 Installation of the .NET Framework ................................................................................ 10-1 10.2 Installation of Exaquantum API .NET. ............................................................................ 10-2

Welcome Screen ......................................................................................................... 10-2 License Agreement ..................................................................................................... 10-3 Customer Information................................................................................................. 10-4 Setup Type .................................................................................................................. 10-5 Ready To Install .......................................................................................................... 10-6 Wizard Completed ...................................................................................................... 10-7

Chapter 11 Configuration.........................................................................................................11-1 11.1 Overview.......................................................................................................................... 11-1 11.2 Quantumuser Temp folder permissions ........................................................................... 11-2

Conditions that require configuration ......................................................................... 11-2 Detail........................................................................................................................... 11-2

11.3 DCOM permissions changes............................................................................................ 11-4 Connection failures ..................................................................................................... 11-4 Detail........................................................................................................................... 11-4 Default DCOM Properties ........................................................................................ 11-11 Access From The Network ....................................................................................... 11-11

11.4 Accessing Domain Based Group Accounts ................................................................... 11-14 11.5 Accessing The Domain Quantumuser Account ............................................................. 11-15 11.6 Internet Explorer Configuration - Overview.................................................................. 11-16 11.7 Configuring Internet Explorer Activex Security ............................................................ 11-17 11.8 Internet Explorer Logon Security................................................................................... 11-18

For Windows XP....................................................................................................... 11-19 For Windows Server 2003 and Server 2008 ............................................................. 11-20

11.9 Configuring Internet Explorer Proxy Settings ............................................................... 11-21 Configuring Internet Explorer Not To Use A Proxy Server For Exaquantum/Web . 11-21

11.10 Configuring Internet Explorer Home Page .................................................................... 11-22 11.11 Adobe Acrobat Reader Installation ................................................................................ 11-22 11.12 Excel Add-Ins Post Installation Integration ................................................................... 11-23

The Excel Add-In Files ............................................................................................. 11-23 Default Location When Excel Is Installed ................................................................ 11-23 Default Location When Excel Not Present At Installation Time.............................. 11-23 Integrating The Add-Ins............................................................................................ 11-23

x Contents


11.13 Expanding The Database................................................................................................ 11-23 Database Size ............................................................................................................ 11-24 Using The Exaquantum Database Expansion Tool................................................... 11-24

11.14 Using Domain\Local Accounts ...................................................................................... 11-26 Domain Accounts...................................................................................................... 11-27 Synchronisation......................................................................................................... 11-27 Local Group Accounts .............................................................................................. 11-28

11.15 Web Server Security Configuration ............................................................................... 11-28 11.16 Configuring SQL Server Memory.................................................................................. 11-29 11.17 Setting The Internet Option............................................................................................ 11-31 11.18 Setup of Anti-Virus Software......................................................................................... 11-32 11.19 Starting The Exaquantum Service.................................................................................. 11-33 11.20 Starting The SQL Server ................................................................................................ 11-35 11.21 Stopping The Exaquantum Service ................................................................................ 11-35

Chapter 12 Checking the Installation......................................................................................12-1 12.1 Overview .......................................................................................................................... 12-1 12.2 Checking the Exaquantum/PIMS Server.......................................................................... 12-1 12.3 Checking the Exaquantum/Explorer Client...................................................................... 12-2 12.4 Checking the Exaquantum/Web Client ............................................................................ 12-2 12.5 Checking the Exaquantum/Web Server ........................................................................... 12-3

Chapter 13 Changes to an Existing Installation .....................................................................13-1 13.1 Upgrading From A Previous Version............................................................................... 13-1 13.2 Adding Web Server.......................................................................................................... 13-2 13.3 Reinstalling The Server Software..................................................................................... 13-2 13.4 Reinstalling The Client Software ..................................................................................... 13-3 13.5 Database Precautions........................................................................................................ 13-3 13.6 Recovering From A Failed Installation ............................................................................ 13-3 13.7 Uninstalling Exaquantum................................................................................................. 13-4

Exaquantum Installation Guide 1-1


Chapter 1 Introduction

1.1 About This Guide

This guide provides all the information necessary to install the Exaquantum software.

♦ It describes the main installation options and provides the information necessary to make the right choices.

♦ Many of the major choices are fundamental to a successful integration with other systems.

♦ The information is aimed at IT professionals who have been on the appropriate Yokogawa training course, such as 'Installing Exaquantum Systems' [NTPP 902].

WARNING: The software should only be installed by authorised staff who are qualified to do so.

The level of information is aimed at suitably qualified installation and integration engineers, who will be expected to have the following abilities:

♦ Have access to the decisions made about the installation requirements and design.

♦ Understand the technical environment and infrastructure at the installation site

♦ Be familiar with the Windows operating systems being used, including the User and Group account options.

♦ Have access to the Administrator account on all the computers involved.

1-2 Chapter 1 Introduction


1.2 Installation Overview

There are three main phases to the installation process that should normally be carried out in the following order:

1 Pre-installation Preparation - Before you start:

♦ Ensure that you know what to install.

♦ Check that the hardware and infrastructure are suitable and that the prerequisite software is available.

2 Installation Procedures - The methods for:

♦ Installing any prerequisite software.

♦ Installing the Exaquantum software.

3 Configuration - Make the necessary adjustments to the default configuration to match your situation.

Alternatively you may be making Changes to an Existing Installation.

When the installation is completed, you should refer to the Checking the Installation section.

Language

Exaquantum is available in other Language options, which can have an affect on the installation process.

Note: All procedures should be carried out using a Windows account that has administrator privileges on the local machine.



1.3 Other Sources Of Information

This guide provides all the information you require to carry out the installation.

If you want a greater understanding of some of the more complicated concepts behind the software then you can refer to other Exaquantum documents.

The following documents are available in PDF on the Exaquantum DVD. You can also choose for them to be installed on the target computer:

Note 1: In order to view PDF documents on this PC, Adobe Acrobat or Acrobat Reader must be installed. It is available www.adobe.com If StoryFinder is to be used, Acrobat Reader 5, 6 or 7 must be installed.

Note 2: In Acrobat Reader 8 & 9 there is the ability to perform a text search within all PDF documents in a folder.

♦ Exaquantum/PIMS Users Manual

♦ Exaquantum/Explorer Users Manual Volume 1 - General Information

♦ Exaquantum/Explorer Users Manual Volume 2 - Custom Controls

♦ Exaquantum/Explorer Users Manual Volume 3 - Microsoft Excel Reports

♦ Exaquantum/Explorer Users Manual Volume 4 - Advanced Configuration

♦ Exaquantum API Reference Manual

♦ Exaquantum Engineering Guide Volume 1 - Administration

♦ Exaquantum Engineering Guide Volume 2 - Network Configuration

♦ Exaquantum Engineering Guide Volume 3 - Support Tools

♦ Exaquantum Engineering Guide Volume 4 - Web Authoring

StoryFinder PDF File Search Application

The StoryFinder application is developed by Yokogawa for searching multiple pdf files. It works with Adobe Acrobat Reader as plug-in. The application allows a search for any word across multiple pdf files.

It is the same application as provided for the CS1000/3000 manuals.

How to Install StoryFinder

Double click the on the file /Misc/FINDER.exe located in the Exaquantum DVD. StoryFinder software will be installed.



The Index File ‘FindIndex.dat’ is installed during the Exaquantum installation to <Exaquantum Installation Folder>\Documentation. This is typically ‘C:\Program Files\Yokogawa\Exaquantum PIMS\Documentation’.

How to Use StoryFinder

1 When this StoryFinder.exe is installed on the PC, a 'Plug-Ins' menu will appear on Adobe Acrobat Reader menu-bar.

2 When the [Plug-Ins] - [StoryFINDER] menu is selected, the StoryFinder dialog will be displayed.

3 Press the 'Add List' button in the 'Selecting document' area.

4 Specify the index file which is installed

5 Select the index file.

In the case of Adobe Acrobat Reader 5.0.5 or Adobe Reader 6.0.1, select following index file.

The file is installed to <Exaquantum Installation Folder>\Documentation\ FindIndex.dat. This is typically “C:\Program Files\Yokogawa\Exaquantum PIMS\ Documentation\FindIndex06.dat”.

In the case of Adobe Reader 7 or Abode Reader 8 (recommendation), select following index file.

The file is installed to <Exaquantum Installation Folder>\Documentation \FindIndex.dat. This is typically “C:\Program Files\Yokogawa\Exaquantum PIMS\ Documentation\FindIndex07.dat”.

6 Type the word that you want to search in the 'Indexes and Options' area.

7 Press the 'Find Now' button. The search results dialog will be shown.

8 Double click on any line to see the page.

1.4 Language options

Supported Languages

Exaquantum currently supports the English and Japanese languages.

English is the default language, except in the case of Japanese being detected.

Language Detection

During the installation process, Exaquantum detects the language being used based on the operating system’s default code page, which is not necessarily the language selection by the setting in the Windows 'Locale'.



For example, when English Windows 2003 is installed, and Japanese is selected as the default language, the Exaquantum installation will install English files.

Exaquantum will display the installation dialogs in the detected or default language and installs the same version of documentation and database defaults.



1.5 Support

In the case of any problems with the installation of the software, support is available from the relevant Yokogawa representative.

Before Contacting Yokogawa Support

Please check the information in this guide and the Other Sources Of Information section to ensure that the basic installation and configuration issues have been addressed.

The support process will be much more efficient if you have some basic information ready when you call:

♦ The version and release numbers of the software.

♦ The operating system being used, including the service pack level.

♦ A concise description of the problem and its symptoms.

♦ Full details of any error messages encountered.

♦ Access to the Windows Event Viewer, in particular the Application and System logs.

Tip: The Information Gathering Tool can be used to create a comprehensive report containing useful information to help diagnose many problems. Further details can be obtained in the Exaquantum Engineering Guide Vol. 3. See the Other Sources Of Information section for a link.



Chapter 2 Pre-installation Preparation

2.1 Pre-Installation Overview

During the preparation stage you need to discover what form of installation will be performed.

The following topics are discussed:

♦ Additional Features

♦ Client / Server Technology

♦ Open Interface

♦ User And Group Accounts

♦ Exaquantum OPC Client

♦ Excel Add-Ins

♦ Hard Disk Considerations

♦ Internet Information Server

♦ Microsoft Message Queue

♦ Primary And Secondary Exaquantum PIMS Servers

♦ Role Based Name Space

♦ Secure Workbook Folder Location

♦ Server Time Synchronization

♦ Web Server Deployment Options

♦ Web Authoring Tools

♦ Windows Terminal Services

♦ 21 CFR Part 11 Support

These issues should already have been decided at an earlier stage of the project. If you do not know all the answers then seek advice from the system or project manager.

Before you install the Exaquantum software it is essential to confirm that the necessary prerequisites are available (Overview). The prerequisites depend on the form of installation discussed in the list of topics above.

2-2 Chapter 2 Pre-installation Preparation


2.2 Additional Features

The Exaquantum system contains a number of additional features and tools that provide extra functionality:

♦ Not all these items are required for every installation.

♦ During the installation procedure you to choose which ones to install.

♦ Some items need prerequisite software (Overview).

Before starting the installation procedure you should determine which of the following items are to be installed. Refer to the list in the Exaquantum – Select Features dialog box.

For further information about these features, refer to the relevant item in the other sources of information (Other Sources Of Information).

2.3 Client / Server Technology Options

Exaquantum uses a client / sever architecture that can be deployed in two distinct forms:

♦ Exaquantum/Explorer technology - A dedicated application running on the client, communicates directly with the Exaquantum/PIMS server over the LAN (local area network).

♦ Exaquantum/Web technology - A standard web browser on the client, uses HTTP to communicate with the Exaquantum/Web server, which in turn communicates with the Exaquantum/PIMS server.

Note: The important technical and policy issues concerning the method used in any particular situation need to be settled at an early stage. This discussion is beyond the scope of this guide. If you want help in making a decision then please discuss the implications with your Yokogawa representative.



Servers

There are three options for deploying the server software:

♦ Exaquantum/PIMS server installed on a single computer.

♦ Exaquantum/Web server installed on a single computer.

♦ Exaquantum/PIMS server and Exaquantum/Web server combined on a single computer.

All systems must have at least one Exaquantum/PIMS server.

♦ The Exaquantum/Web server can be deployed in two ways (Web Server Deployment Options).

Note: The combined server deployment is only intended for small-scale, low volume use, such as demonstrations.

Clients

There are two client software options (Client Software Options):

♦ Exaquantum/Explorer client

♦ Exaquantum/Web client



2.4 Client Software Options

The choice of client installation depends entirely on whether DCOM or Web-based technology is being used.

♦ Exaquantum/Explorer client - Dedicated software that uses DCOM (Distributed Component Object Model) to communicate with the Exaquantum/PIMS server.

♦ Exaquantum/Web client - Uses a standard web browser and HTTP (Hypertext Transport Protocol) to communicate with the Exaquantum/Web server.

Figure 2-1 Figure 2-2



2.5 Web Server Deployment Options

In the case of the Exaquantum system using Web-based technology, there is a choice in the way the two server components are deployed:

♦ Two server deployment - Install the Exaquantum/PIMS and Exaquantum/Web servers on separate computers.

♦ Single server deployment - Install both the Exaquantum/PIMS and Exaquantum/Web servers on the same computer.



The requirement for the hardware platforms on which the software is installed is explained in the topic Combined Server Prerequisites. The software prerequisites are described in the topic Exaquantum/PIMS Server Prerequisites.



2.6 Open Interface

The Open Interface (Formerly known as Cross-server calculations) provides the ability to perform calculations using data from across different Exaquantum servers.

The effect on the installation process is that the Exaopc server is added to the prerequisite software (Overview) for the Exaquantum/PIMS server.


The Exaopc server software must be installed before the main Exaquantum/PIMS server software.

The installation menu will alert you of this requirement at the relevant time.

2.7 User And Group Accounts

All parts of an Exaquantum system need to communicate and share data.

♦ In order to regulate access to facilities and functionality they share a basic set of common users and groups with various access rights and privileges.

♦ Exaquantum employs the Windows operating system user and group accounts to manage this facility.



Account Management

There are two fundamentally different ways of configuring these accounts:

♦ Local Group Accounts - maintain a set of local User and Group accounts on each Exaquantum/PIMS server in the workgroup.

♦ Domain Accounts - maintain a centralised set of User and Group accounts on a domain server.

By default, Exaquantum uses local groups for account management method. There are also other areas of the Exaquantum installation that depend on how this is managed, such as Server Time Synchronization and Role Based Name Space.

Implications For The Installation

The installation procedure only supports local group accounts.

Be aware that if you:

♦ Upgrade a system that already uses domain based accounts, and want to continue that way, some post installation configuration is required (Using Domain\Local Accounts).

♦ Install a new system and you want to use a domain to manage the accounts, then you should contact your Yokogawa representative.

2.8 Exaquantum Accounts

This is the basic set of User and Group accounts required for the Exaquantum system.

User Account

During installation of a new system this account is automatically established on each computer.

♦ QuantumUser - very important account used internally for access by the system.



Default Group Accounts

During installation of a new system these are automatically established on each Exaquantum/PIMS server.

♦ QUserGroup

♦ QAdministratorGroup

♦ QExplorerDesignGroup

♦ QDataWriteGroup

Note: For an existing installation, the presence of the groups will be detected to prevent them being overwritten with new ones.

Optional Group Accounts

♦ User defined groups for RBNS (Role Based Name Space)

Domain Based Accounts

If you are upgrading a system that uses a windows domain, and you want to continue to use domain based accounts (Using Domain\Local Accounts), then some extra configuration will be necessary.

2.9 Exaquantum OPC Client

For installations that use non-Exaquantum clients to view OPC data, Yokogawa provide a small-footprint Exaquantum OPC client program. This can be loaded on the client PC in order to access to the OPC data from Exaquantum OPC server.

The Exaquantum Open Interface is used by the Exaquantum system to provide Cross-server calculations (Open Interface).

The Exaquantum OPC client is available on the main Exaquantum DVD at:

OPCClient\Exaquantum OPC Client.msi

To install the software, double-click on the file above.



2.10 Excel Add-Ins

The Excel Add-ins allows Exaquantum client users to view and manipulate Exaquantum data using Microsoft Excel.

The effect of the Excel Add-ins on the installation is that:

♦ A suitable version of Microsoft Excel must be available and should be installed on the client as part of the prerequisite software (Overview).

Note: The Excel Add-in is an optional extension to the basic Exaquantum features. It requires a suitable version of Microsoft Excel be installed. Microsoft Excel is not supplied.

♦ If you do not install Excel first as recommended, some post installation configuration (The Excel Add-In Files) is necessary.

2.11 Hard Disk Considerations

There are three aspects of the hard disk storage that can be considered:

♦ Interface - Best performance is obtained by using a SCSI interface

♦ RAID (Redundant Array of Inexpensive Drives) - Where data integrity is of paramount importance a RAID-5 system should be considered.

♦ Partitioning - It is strongly recommended that you use a separate drive for the Exaquantum data. If this is not possible then a separate partition should be allocated. The recommended partitions sizes for the server are shown in the table.

Table 2-1

Partition / Disk Contents Comment

Windows Operating System

Operating system files. Paging file

At least 2GB. (More if memory size is 512 MB or greater)

Applications Exaquantum program files SQL. Server program files

At least 500MB. (More if online documentation and other optional items are installed)

Data (SQL database) Exaquantum databases created by SQL Server

Depends entirely on how much historical data you will keep available online. (Consult your Yokogawa representative for advice)



2.12 Internet Information Server

Internet Information Server (IIS) provides the functionality for the Exaquantum/Web server to be able to act as a web site.

The Exaquantum/Web server uses IIS to serve web pages to Exaquantum/Web clients that connect using the HTTP (Hypertext Transport Protocol) and a standard web browser.

We strongly recommend that if IIS will be used, that it be installed by selecting it as one of the options available when the operating system is installed.

♦ Although it can be added later this will involve additional work and duplication.

♦ If you install the IIS later, you will have to re-install any Windows service packs that have been added.

2.13 Microsoft Message Queue (MSMQ)

The Microsoft Message Queue (MSMQ) is essential if the installation will use the Exaquantum Event Generator Tool.

The Exaquantum Event Generator Tool is used to link applications that provide additional functionality on top of the Exaquantum/PIMS server software.

We strongly recommend that if MSMQ will be used, that it be installed by selecting it as one of the options available when the operating system is installed.

♦ Although it can be added later this will involve additional work and duplication.

♦ If you install the MSMQ later, you will have to re-install any Windows service pack that has been added.

♦ Installing MSMQ needs some special attention. Please see section, Installing MSMQ for further details.

2.14 Primary And Secondary Exaquantum PIMS Servers

The Exaquantum/Web server and any Exaquantum/Explorer clients need to be able to communicate with an Exaquantum/PIMS server over the LAN.

Many Exaquantum systems have more than one Exaquantum/PIMS server. Identifying a secondary server allows for an alternative source of data in the case of a problem with the primary server.

During the installation procedure of these components you will be asked to enter the name of the Primary and Secondary Exaquantum/PIMS servers as in Exaquantum – PIMS Server Names.

NOTE: Role Based Name Space must be configured for Primary to Secondary server switching to work.



2.15 Role Based Name Space

Role Based Name Space (RBNS) is a method used by Exaquantum for allocating access to system features and data according to the user's role.

The default access control to Exaquantum uses the user and group account feature offered by the Windows operating system. RBNS builds upon this to provide user configurable group accounts as well.

By creating a set of groups based upon job roles, each user's access can easily be changed by moving them to the appropriate group.

For example:

♦ If a user changes role it is only necessary to change the groups to which they belong.

♦ To change the access permissions of a whole group of staff depends on the network access security environment being used:

♦ Domain - requires only a single change to the role group to which they all belong.

♦ Workgroup - requires a change to be made on each Exaquantum/PIMS server in the workgroup.

2.16 Secure Workbook Folder Location

The Secure Workbooks available to Exaquantum client users must be accessible to all the clients.

There are three ways the location of the folder containing the Secure Workbooks can be configured, each with different implications for the installation process:

Specified Local Folders [Default]

♦ Separate copies of all the secure workbooks must be maintained on each of the clients that use them.

♦ By default the folder is located within the Exaquantum program files area.

♦ The path must be identical when seen from the server and each client.



Shared Folder On A Mapped Drive

♦ The secure workbooks are kept in a shared folder at a central location.

♦ Access to the folder is defined using a mapped drive.

♦ The path to the location of the mapped drive and shared folder has to be entered at installation time.


♦ The mapped drive has to be set up on each client.

Shared Folder Using A UNC Path

♦ The secure Workbooks are kept in a shared folder at a central location.

♦ Access to the folder is defined using a UNC network path. A UNC path has the form

♦ = the name of the computer hosting the secure workbooks

♦ = the file system path to the secure workbook folder on the computer 'computer_name'

♦ = the name of the folder containing the secure workbooks


♦ This form of addressing provides a universal address that requires no configuration of the clients.

Note: The location of the secure workbooks is not checked by the installation procedure. The location is checked at first use, when the client is run by a user who is not a member of the QExplorerDesignGroup.

2.17 Server Time Synchronization

Time synchronisation between the Exaquantum Server and OPC Server(s) is required for the correct working of Exaquantum. Failure to synchronise the two could result in no live data or no history data. The subject of Time Synchronization is covered in detail in “Time Synchronization” in the Exaquantum Engineering Guide Volume 2(IM36J04A15-02E).



2.18 Web Authoring Tools Option

The Web Authoring Tools option provides the ability to add Exaquantum objects to bespoke web pages for use by Exaquantum clients.

♦ The tools included with the Exaquantum software are specifically designed to integrate with Microsoft SharePoint Designer.

♦ Any other HTML based web authoring editor can be used, but the integration will not be available.

♦ A copy of the chosen HTML editor will be required for each computer on which the Web Authoring Tools are installed.

♦ If Microsoft SharePoint Designer is being used, in order to make integration more straight forward, it should be installed before the Exaquantum software. If it is installed later, the integration will have to be performed manually.

2.19 Windows Terminal Services

Exaquantum/PIMS has a feature that allows some of the Administration Tools to be used remotely using an Internet Explorer web browser.

This feature uses the Windows Terminal Services facility, which is provided as an option with all of the supported Windows Server Operating systems.

The installation and configuration procedure for Terminal Services differs significantly with the version of Windows being used. For more details refer to the information that is provided by Microsoft, about Terminal Services and the operating system you are using.

Whenever the feature is first accessed from a browser, an ActiveX control will be downloaded from the server and installed on the local PC (Configuring Internet Explorer ActiveX Security).

2.20 21 CFR Part 11 Support

The Exaquantum system provides an optional feature to support the U.S. FDA regulation 21 CFR Part 11. This defines rules for securing the long term storage of electronic records using electronic signatures.

If your installation is required to support these regulations, you will need to activate support during the installation procedure for Exaquantum/PIMS server, using the Exaquantum – 21 CFR Part 11 Settings dialog box.

You will need to know the period, in minutes, for which passwords are valid before they need to be refreshed.

Note: 21 CFR Part 11 support is only available why you buy CFR Part 11 option with Exaquantum/Batch.



2.21 Network Configuration

It is recommended that DNS be setup with Reverse Lookup Zones on any network with Exaquantum products installed, to improve network diagnostics.

2.22 Using the Windows Firewall.

The Windows Firewall component is part of Windows XP SP2/SP3, Windows 2003 SP2/R2 SP2, Windows 2008 SP1/SP2 and Windows Vista SP1/SP2, and it is turned on by default with Windows XP SP2/SP3 and Windows Vista SP1/SP2. The Firewall will prevent access from other PCs. Therefore access from the Exaquantum client to the Exaquantum server and from the Exaquantum server to the Exaquantum client will be stopped by the Firewall. If you wish to use a Firewall, please contact your local Yokogawa representative.

For more information, refer to “Firewall Configuration” in the Exaquantum Engineering Guide Vol. 2(IM36J04A15-02E).

Otherwise, the Firewall should be disabled, using the following procedure. This can only be done with a user having administration rights.

Detail

1 Click [Start] – [Control Panel].

2 Click "Windows Security Center", and click "Windows Firewall".

3 Select the "General" tab, select "Off”, and then click "OK".



Figure 2-7

Firewall Notification.

On some installations of XP SP2/SP3, when the Firewall is turned off, the Operating System periodically displays reminders of this status, from the System Tray. To turn off these periodic notifications, use the following procedure:


2 Click "Windows Security Center".

3 From the Windows Security Center” window, click "Change the way Security Center alerts me".



Figure 2-8



Uncheck all of the "Alert Settings", and click OK.

Figure 2-9

2.23 Installation of Exaquantum with third party software.

When installing Exaquantum on a PC containing running third party software such as Virus Checker or Spyware, it is strongly recommended that the third party software be stopped, prior to commencement of the Exaquantum installation.

To achieve this, please refer to third party software documentation.



2.24 Installation of Exaquantum with Exaopc software.

Before Exaquantum server is installed on a PC which is also running Exaopc server, it is first necessary to stop the Exaopc server (This includes Exaopc-RD but not Exaopc installed solely for the Exaquantum Open Interface).

Note: In case you will also install Exaopc on the same PC, install Exaopc in advance.

This is done as follows.

1 Click [Start] – [Programs] – [Administrative Tools] – [Services].

2 Click “BK Boss” in the Service dialog.

3 Click the “Stop” button in the General Tab of BK Boss properties.

4 Select “Disabled” from the start-up type.

5 Click the “OK” button.

When Exaquantum server installation has completed, the Exaopc server can be restarted.

This is done as follows.

1 Click [Start] – [Programs] – [Administrative Tools] – [Services].

2 Click “BK Boss” in the Service dialog.

3 Select “Automatic” from start-up type.

4 Click the “OK” button.

5 Reboot the PC.

2.25 Internet Protocol Version 4(TCP/IP v4)

Following the installation of Windows Server 2008 SP2 or Windows Vista SP2, and restart of the Computer, the Computer Gateway address can get corrupted; in this situation, the setting should be checked.

The following procedure should be followed to check and correct the settings. The procedure should be run as an Administrator.

1. From the Start Menu, select Control Panel, and double click Network and Sharing Center.

2. Click Manage network connections; this is on the left of the window, listed under Tasks.

3. Select the network connection (Ethernet/VNet/ etc…). and click right mouse + Properties



4. Double click Internet Protocol Version 4 (TCP/IPv4)

5. Verify the following settings are correct:

• IP address

• Subnet mask

• Default gateway

6. From the Start menu, right mouse click on Command Prompt, and run the following command:

ipconfig /all

For each network card, verify the settings are correct for:

• IP address

• Subnet mask

• Default gateway

7. If the settings are incorrect, follow steps to 8 to 11.

8. From the Start menu, right mouse click on Command Prompt, and select Run as administrator.

9. Run the following from the command prompt:

netsh interface ip reset

10. Restart the computer

11. After restarting the computer, apply the correct settings for:

• IP address

• Subnet mask

• Default gateway



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Chapter 3 Prerequisites

3.1 Overview

This section refers to resources that need to be available before the installation of the Exaquantum software can begin. The requirements in each case will depend on:

♦ The Client / Server Technology being used.

♦ Which Exaquantum component is being installed.

The prerequisites are divided into two main categories:

♦ Hardware requirements - which concerns the:

♦ Specification of the computer on which the software will be installed.

♦ The communications infrastructure used to connect the individual items to the rest of the system.

♦ Software prerequisites - Concerns the software that provides the underlying support services and additional functionality upon which the Exaquantum software builds.

The prerequisites deployed will depend on which Exaquantum component is being installed:

♦ Exaquantum/PIMS Server Prerequisites.

♦ Combined Server Prerequisites.

♦ Exaquantum/Web Server Prerequisites.

♦ Exaquantum/Explorer Client Prerequisites.

♦ Exaquantum/Web Client Prerequisites.

All of the software items are provided on the Exaquantum DVD

Installation Procedures are provided for some of the more complicated prerequisite software installation procedures.

3-2 Chapter 3 Prerequisites


3.2 Exaquantum DVD

The Exaquantum DVD contains some of the software that needs to be installed before you can begin installing Exaquantum.

When you load the DVD in the drive, as long as autorun is enabled, it should start to run automatically and display a menu.

Note: If the Exaquantum DVD procedure does not start automatically, you can start it manually:

♦ In the root directory of the Exaquantum DVD, locate the executable file Autoplay.exe and double-click on it. For Server 2008 and Vista you should right click it and select Run as administrator

The prerequisites deployed will depend on which Exaquantum component is being installed:

♦ Exaquantum/PIMS Server Prerequisites.

♦ Combined Server Prerequisites.

♦ Exaquantum/Web Server Prerequisites.

♦ Exaquantum/Explorer Client Prerequisites.

♦ Exaquantum/Web Client Prerequisites.

The following prerequisites are supplied on the Exaquantum DVD and will be automatically installed dependant on the type of installation and the Operating System version:

Exaquantum DVD

♦ Microsoft Windows Installer 4.5

♦ Microsoft .NET Framework v1.0.3705.

♦ Microsoft .NET Framework v1.0.3705 SP3.

♦ Microsoft .NET Framework 2.0 SP2 (for Server 2008 & Vista this is just .NET Framework 2.0).

♦ Microsoft MDAC (Microsoft Data Access Component) Version 2.8.

♦ Microsoft Visual C++ 2005 SP1

♦ HIS OPC Client for HIS R4.01.

♦ Yokogawa Exaopc Client R3.50.



♦ Microsoft Internet Explorer 6 with Service Pack 1.

♦ Microsoft SQL Server 2008 Standard Edition.

♦ Microsoft SQL Server 2005 Backward Compatibility Components.

The following prerequisites are supplied on the Exaquantum DVD and are available for manual installation by the user:

Exaquantum DVD

♦ Microsoft SQL Server 2000 SP4: Located at <DVD Drive>:\Misc\SQL2000-KB884525-SP4-x86-ENU.EXE

♦ Microsoft Windows Server 2003 SP2: Located at <DVD Drive>:\Misc\WindowsServer2003-KB914961-SP2-x86-ENU.exe

♦ Microsoft Windows Server 2008 SP2: Located at <DVD Drive>:\Misc\Windows6.0-KB948465-X86.exe

3.3 Combined Server Prerequisites


Hardware Requirements

This is the minimum hardware requirement:

♦ CPU - 2GHz Pentium.

♦ RAM – 1 Gbyte.

♦ Hard disk - 100 Gbytes.

♦ Network - 10 Mb Ethernet.

Now is a good time to consider the hard disk space allocation (Hard Disk Considerations).

Software Prerequisites

Operating System

♦ Windows Server 2003 Standard Edition with Service Pack 2 [SP2 provided].

♦ Windows Server 2003 R2 Standard Edition with Service Pack 2 [SP2 provided].




Mandatory Software

♦ Microsoft Windows IIS [Provided with operating system] (Internet Information Server).

♦ Microsoft PowerShell [Provided with operating system and manual operation for Server 2008].

♦ .NET Framework v1.0.3705 [Provided].

♦ .NET Framework v1.0.3705 SP3 [Provided].

♦ Microsoft .NET Framework 2.0 SP2 (for Server 2008 & Vista this is just .NET Framework 2.0) [Provided].

♦ Microsoft Visual C++ 2005 SP1[Provided].

♦ HIS OPC client R4.01 [Provided].

♦ Exaopc client R3.50 [Provided].

♦ Microsoft SQL Server 2008 Standard Edition [Provided].

♦ Microsoft SQL Server 2005 Backward Compatibility Components [Provided].

Optional Software

♦ Exaopc server R3.50 [Provided] - required for the Open Interface (OPC Server Function).

Note: If the licence code specified Open Interface, the Exaopc server option should be installed.

♦ Microsoft Message Queue (MSMQ) optional [Provided with operating system] - required for Exaquantum Event Generator Tool (Microsoft Message Queue).

Note: If required, the MSMQ and IIS options should be installed at the same time as the operating system and BEFORE any service packs. If they are added later, the service pack must be reinstalled.

♦ Microsoft Sharepoint Designer 2007 [Not Provided] – Required for web authoring

♦ Windows Terminal Services [Provided with operating system] - Required for Web Admin Tools (Windows Terminal Services).

♦ Microsoft Excel (Office 2000, Office XP, Office 2003, or Office 2007) [Not provided] - Required for Excel Add-in feature.



3.4 Exaquantum/PIMS Server Prerequisites



♦ CPU - 2GHz Pentium.

♦ RAM – 1 Gbytes.



Now is a good time to consider the hard disk space allocation (Hard Disk Considerations).


Operating System


♦ Windows Server 2003 R2 Standard Edition with Service Pack 2 [SP2 provided].


♦ Windows XP Professional with Service Pack 2 or higher [Not provided].

Mandatory Software

♦ Microsoft Data Access Component (MDAC) Version 2.8 [Provided] - Only required for Windows XP SP1.

♦ Internet Explorer 6 with Service Pack 1 [Provided] or Internet Explorer 7 - Only required for Windows XP SP1.

♦ Microsoft PowerShell [Provided with operating system and manual install operation for Server 2008].



♦ Microsoft .NET Framework 2.0 SP2 (for Server 2008 & Vista this is just .NET Framework 2.0) [Provided].

♦ Microsoft Visual C++ 2005 SP1[Provided].

♦ HIS OPC client R4.01 [Provided].

♦ Exaopc client R3.50 [Provided].



♦ Microsoft SQL Server 2008 Standard Edition [Provided].

♦ Microsoft SQL Server 2005 Backward Compatibility Components. [Provided].

Optional Software

♦ Exaopc server [Provided] - required for the Cross-server Calculation or OPC server feature.

Note: If the licence code specified Open Interface, the Exaopc server option should be installed.

♦ Microsoft Message Queue (MSMQ) [Provided with operating system] - required for Exaquantum Event Generator Tool only (Microsoft Message Queue).

♦ Note: If required, the MSMQ option should be installed at the same time as the operating system and BEFORE any service packs. If it is added later, the service pack must be reinstalled.

♦ Windows Terminal Services [Provided with operating system] - Required for Web Admin Tools (Windows Terminal Services).




3.5 Exaquantum/Web Server Prerequisites



♦ CPU – 2GHz Pentium.

♦ RAM - 1 Gbytes.




Operating System

♦ Windows Server 2003 Standard Edition with Service Pack 1 or higher [SP2 provided].

♦ Windows Server 2003 R2 Standard Edition optionally with Service Pack 2 [SP2 provided].


Mandatory Software

♦ Microsoft Windows IIS [Provided with operating system] (Internet Information Server).



♦ Microsoft .NET Framework 2.0 SP2 (for Server 2008 & Vista this is just .NET Framework 2.0).

Optional Software

♦ Microsoft Sharepoint Designer 2007 [Not Provided] – Required for authoring.



3.6 Exaquantum/Explorer Client Prerequisites



♦ CPU - 600 MHz Pentium.

♦ RAM - 256 Mbytes.


♦ Video resolution - 1024x768.

♦ Video colours – 65536.



Operating System





♦ Windows Vista Business with Service Pack 1 or higher [Not provided].

Mandatory Software

♦ Microsoft Data Access Component (MDAC) Version 2.8 [Provided]. Only required for Windows XP SP1.

♦ Microsoft Internet Explorer 6.0 with Service Pack 1 [Provided] or Internet Explorer 7. Only required for Windows XP SP1.

Optional Software


♦ Microsoft SharePoint Designer 2007[Not provided] - Required for Web Tools feature.



3.7 Exaquantum/Web Client Prerequisites



♦ CPU - 600 MHz Pentium.

♦ RAM - 256 Mbytes.


♦ Video resolution - 1024x768.

♦ Video colours – 65536.



Operating System





♦ Windows Vista Business with Service Pack 1 or higher [Not provided].

Mandatory Software

♦ Microsoft Internet Explorer 6.0 with Service Pack 1 [Provided] or Internet Explorer 7. Only required for Windows XP SP1.

Optional Software

♦ Microsoft Excel (Office 2000, Office XP, Office 2003 or Office 2007) [Not provided] - Required for Excel Add-in feature.



Chapter 4 Installation Procedures

4.1 Installation Procedures Overview

There are two main phases to installing the software:

♦ Installing the prerequisites.

♦ Installing the Exaquantum software.

The installation procedure will use the single Exaquantum DVD throughout the installation process.

Before starting you should be aware of, and understand:

♦ The choices you will be asked to make during the installation procedures.

♦ The preparation necessary to ensure a suitable platform for the software.

You are strongly recommended to read the topics concerning:

♦ Installation Overview.

♦ Prerequisites.

4.2 Installation

There are four stages to installation:

Stage 1 - Installing The Operating System:

1 Install the chosen operating system using the manufacturer’s instructions.

♦ For Exaquantum/Web server, also choose to install the IIS option (Internet Information Server).

♦ For Exaquantum Event Generator Tool, also choose the MSMQ option (Microsoft Message Queue).

2 Install any service packs that are required.

3 Set up the operating system for the administrative and security environment to be used.

4 Configure for TCP/IP networking.

4-2 Chapter 4 Installation Procedures


Stage 2 - Installing Other Prerequisites That Are Not Provided:

1 Install any of the prerequisites that are not provided. Use the information you have obtained from reading this guide, or on the Exaquantum DVD, to decide what is necessary for your situation.

Stage 3 - Installing Exaquantum Prerequisites:

The DVD menu will offer access to documentation and a choice of which installation procedure to begin. The installation procedure steps relate to individual prerequisite Dialog Boxes.

1 Insert the Exaquantum DVD– the DVD will automatically run and display the menu as long as Autorun is enabled on the PC. If Autorun is not enabled see the notes in (Exaquantum DVD)

2 Follow the menu selection for the type of installation you are performing.

The following procedures are available:

♦ Exaquantum/PIMS server installation

♦ Exaquantum/Web server installation

♦ Combined Exaquantum server installation

♦ Exaquantum/Explorer client installation

♦ Exaquantum/Web client installation

3 Configuring Microsoft SQL Server 2008 requires some special attention (Configuring SQL Server Memory).

If reboots are necessary, the computer will automatically shut down and restart the PC without the need for user interaction.

Note: With Windows Server 2008 and Vista it is necessary to be logged in as the Administrator in order for the installation to automatically continue after a PC reboot.

Stage 4 - Installing The Exaquantum Software

Once the prerequisites have been successfully installed the Exaquantum installation will start automatically.

Depending on the installation option chosen in Stage 3 one of the procedures in the following sections will be carried out.



4.3 Prerequisites Installation Sequence

The prerequisite installation sequence is similar for all Operating Systems and installation types. In each case the same screens are displayed and the only difference is in the list of prerequisites automatically selected. A few of the typical screens are shown as examples of what the user can expect while the install is taking place. Where a component requires a restart the installation will automatically perform it and log on again.

The only screen which requires user interaction is the SQL Server installation as described.

The screens are found here:-

1 Prerequisites - Welcome

2 Prerequisites – Mandatory Prerequisites

3 Prerequisites – Conditional Prerequisites

4 Prerequisites – User And Password Information

5 Prerequisites – Install Sequence



4.4 Combined Exaquantum Server Installation Sequence

The following installation procedure steps relate to individual Dialog Boxes:

1 Exaquantum – Installation Start

2 Exaquantum – Welcome

3 Exaquantum – Exa Account setting

4 Exaquantum – License Agreement

5 Exaquantum – Customer Information

6 Exaquantum – Destination Location

7 Exaquantum – Select Features

8 Exaquantum – Password Information

9 Exaquantum – Database Creation

10 Exaquantum – 21 CFR Part 11 Settings

11 Exaquantum – Secure Workbook Location

12 Exaquantum – Start Copying Files

13 Exaquantum – Setup Status

14 Exaquantum – Installation Completed

At the end of the installation you should re-start the computer if requested to do so.



4.5 Exaquantum/PIMS Server Installation Sequence










9 Exaquantum – Database Creation

10 Exaquantum – 21 CFR Part 11 Settings

11 Exaquantum – Secure Workbook Location







4.6 Exaquantum/Web Server Installation Sequence










9 Exaquantum – PIMS Server Names







4.7 Explorer Client Installation Sequence









8 Exaquantum – PIMS Server Names

9 Exaquantum – Web Server Name





4.8 Web Client Installation Overview

There are two methods for installing the Exaquantum/Web client:

♦ Online installation over the network from the Exaquantum/Web server.

♦ Installation from DVD directly to the local computer.

In both cases the installation procedure is the same, only the method of access differs.

Note 1: Whichever installation method is used, it must be performed by someone logged on with Administrator privileges on the local computer.

Note 2: In some cases the security configuration of the browser may inhibit the installation of the ActiveX controls used by Exaquantum/Web (Configuring Internet Explorer Activex Security).



Online Installation

If the Exaquantum/Web client software has not been previously installed, whenever the ExaquantumHome page is accessed, the user will be given the opportunity to download the components and install it.

To install Exaquantum/Web client online:

1 Start Internet Explorer.

2 Open the Exaquantum home page by entering: http://<exaquantum web server name>/ExaquantumHome

3 If the Exaquantum/Web client software has not been previously installed, after the first part of page is displayed there will be a delay while some files are downloaded to the PC. The current status will be shown in the status bar.

4 When the files have been downloaded, the installation procedure will begin (Web Client Installation Sequence).

Installation From The DVD

To install the Exaquantum/Web client software from the DVD:

1 From the Exaquantum DVD, select the Exaquantum/Web client installation procedure (Web Client Installation Sequence).

2 When the software has been installed, for user convenience configure Internet Explorer to automatically access the server home page (Configuring Internet Explorer Home Page).



4.9 Web Client Installation Sequence







6 Exaquantum – Web Server Name







Chapter 5 Dialog Boxes The following sections describe the process of installing Exaquantum and the prerequisites using the actual dialog boxes. Any error dialog boxes encountered can be viewed in the Installation Troubleshooting section.

5.1 Installation Start

The first screen displayed when the Exaquantum installation process is started. Provides the option to:

♦ Using this guide – Displays this guide

♦ Install the Exaquantum Software – Navigates to the dialog in section 5.2 Install The Exaquantum Software

♦ Time Synchronization – Runs the Time Synchronisation Wizard. Time Synchronisation is discussed in Exaquantum Engineering Guide Volume 2

5-2 Chapter 5 Dialog Boxes


Figure 5-1



5.2 Install The Exaquantum Software

Provides the option to install:

♦ Exaquantum client software – will display a dialog similar to that in section 5.3 Installation Procedure

♦ Exaquantum server software – will display the dialog in section 5.3 Installation Procedure

Figure 5-2



5.3 Installation Procedure

Provides a list of the steps the installation process will follow. The installation process will start automatically with point 1, in the case below the prerequisites.

Figure 5-3



5.4 Prerequisites - Welcome

If you insert the Exaquantum DVD, the welcome dialog is displayed at the start of the prerequisites installation. No additional information is required.

Select:

♦ Next - to continue with the installation procedure.

♦ Cancel - to stop the installation procedure.

Figure 5-4



5.5 Prerequisites – Mandatory Prerequisites

Provides the list of prerequisite components required for Exaquantum installation. Installed components are highlighted in grey. A description for the selected component will be displayed in the Explanation box.

Select:

♦ Back – returns to the previous dialog screen



Figure 5-5



5.6 Prerequisites – Conditional Prerequisites

The list of components that may be required for Exaquantum installation but are not supplied with the product. In the case below MSMQ is an optional product to be installed; clicking the About MSMQ button will display further information about the product.

Select:




Figure 5-6



5.7 Prerequisites – User And Password Information

During the installation of the prerequisites the local computer may have to be restarted. Selecting the Automatically log on option and entering valid log on information will enable the computer to automatically log on each time it is restarted.

To enable automatic log on:

1. Select the Log On Automatically check box.

2. Enter the password for the User Name displayed.

3. Choose Next.

The following dialog has automatic log on enabled:

Figure 5-7



The following dialog has automatic log on disabled:

Figure 5-8

If an invalid password is entered the following warning message will be displayed:

Figure 5-9

Select:






5.8 Prerequisites – Install Sequence

The installation sequence of the prerequisites components including an indication of whether the computer will require a reboot for each component. The estimated installation time for the entire process will be displayed at the bottom of the dialog.

Select:


♦ Next – will start the installation procedure.


SQL Server Installation

The installation of SQL server requires the location of the program and data files to be specified.

Note: When performing an upgrade and a previously installed SQL server instance is detected, the default values of “C:\Program Files\Microsoft SQL Server” will be replaced by the detected values for both the program and data files paths.

Select:


♦ Continue – will start the installation procedure.




Figure 5-10

Figure 5-11



5.9 Prerequisites –Running Dialog Screens

The following sub sections provided some of the prerequisite screens displayed during the installation process.

Microsoft Visual C++ 2005 Redistributable

No user interaction is required for this package and it is provided for information only.

Figure 5-12

.NET Runtime Installation


Figure 5-13



HIS Exaopc Client Installation


Figure 5-14



Installing SQL Server 2008 Standard Edition Installation

Figure 5-15

The screen shows the extraction of SQL Server 2008 Standard Edition which starts automatically. When the main dialogs appear (next images) no user interaction is required for this package and it is provided for information only.

It may be necessary for this component installation to restart the PC more than once to install prerequisites for SQL Server, it will automatically log in and continue the prerequisite process if auto-login is enabled.



Figure 5-16

Figure 5-17



Installing SQL Server 2005 Backwards Compatability Components

Figure 5-18

The screen shows the extraction of SQL Server 2005 Backwards Compatibility Components which starts automatically.

It will automatically reboot the PC then log in and continue the prerequisite process if auto-login is enabled.



5.10 Prerequisites – Install Completed

The Exaquantum prerequisite installation process has been completed.

Select:

♦ Finish – end the installation process of the Exaquantum prerequisites.

Figure 5-19



5.11 Exaquantum – Installation Start

The end of the prerequisite installation will automatically start the Exaquantum installation.

5.12 Exaquantum – Welcome

The welcome dialog is displayed at the start of the Exaquantum installation. No additional information is required.

Select:

♦ Next – will start the installation procedure.


Figure 5-20



5.13 Exaquantum – Exa Account setting

In some domains, the security policy will not allow the default EXA account password and the EXA account will not have been created by the Prerequisite Installation. In this case the installation will display the Exa Account Setting Tool. Follow the instructions to use the below tool and create the EXA account with a suitable password that meets the domain policy

When installing in a domain environment, the following message may be displayed after clicking Next in the welcome window.

Figure 5-21

This window tells you to specify the Exa Account. Click OK button, and specify the Exa account as follows.

The EXA account is required for accessing Exaopc or Exaopc-RD servers and running Exaopc servers and running Exaquantum Open Interface on this computer.

EXA Account password setting

To create the EXA account with the password of your choice: - .

In the Enter Password box, you should type your chosen password.

In the confirm Password box, you should retype the password.

Select:

♦ OK – to continue installation procedure.

♦ Cancel – to exit from the Exa Account Setting window without setting the password..



Figure 5-22

Confirmation window

Select:

♦ OK – to continue installation procedure.

♦ Cancel – to exit from the Exa Account Setting window without setting the password.

Figure 5-23

The message shows the account has been created successfully. Finally, click the [OK] button, and the License Agreement dialog box.

Figure 5-24



Unable to set password

If you are unable set the entered password due to security policy or other constraints you will be notified that the password was not set. An example of such a notification is (Figure 5-25)

Figure 5-25

Exit from EXA Account Setting window

If you cancel the EXA Account Setting window you will be presented with the following options. As seen in (Figure 5-26)

♦ Abort or Ignore – to continue installation procedure.

♦ Retry – reopens the EXA Account Settings window.

Figure 5-26



5.14 Exaquantum – License Agreement

Contains the terms of the legal agreement between the user and provider of the software.

You have to accept the terms of the agreement in order to proceed with the installation procedure.

Select:

♦ Yes - to accept the licence terms.

♦ No - to refuse the terms and exit the installation.

♦ Back - returns to the previous dialog box.

Figure 5-27



5.15 Exaquantum – Customer Information

Provide user and the company information. If the information is already available from the operating system, some of the boxes will be filled in automatically.

♦ User Name - the name of the person using the software.

♦ Company - the name of the company using the software.

Tip: Supplying the information requested above is optional.

♦ Licence - The licence number is printed on the Exaquantum Licence Certificate supplied to the purchaser of the software, the licence number field is case sensitive.

Note: If an incorrect license number is entered, an error message will be displayed and the installation will not proceed.

Select:

♦ Back - to return to the previous dialog box.

♦ Next - to continue the installation procedure.

♦ Cancel - to exit from the installation procedure and lose all the settings made so far.

Figure 5-28



5.16 Exaquantum – Destination Location

Determines the location where the program files will be installed. A default location is provided, which should be used unless there are overriding reasons to install to somewhere else. The install destination folders will be created if they don’t exist.

To choose another location for the files:

♦ Click on the Browse... button.

♦ Use the browser to locate the alternative location.

♦ Choose OK.

Select:




Figure 5-29



5.17 Exaquantum – Select Features

Allows you to choose which additional features you want to install. This information will have been obtained earlier during the preparation phase.

To select the items to be included in the installation:

♦ Ensure the required features are marked with a tick.

♦ Remove the tick from items you do not require.

♦ To add or remove a tick, click on the check box.

Select:




Figure 5-30



5.18 Exaquantum – Password Information

Access to the Exaquantum/PIMS and Exaquantum/Web servers is protected by a password.

The main administrative user account for the system is called quantumuser. The password discussed here relates to that account.

There are two possible scenarios:

In a brand new installation:

♦ In the Enter Password box, you should type your chosen password.

♦ In the Confirm Password box you should type exactly the same thing again.

Note: All quantumuser accounts on all computers within the same system must be identical.

In other cases, where Exaquantum has already been installed on the computer, such as an upgrade or reinstallation for example:

♦ In the Enter Password box, you should type the existing Exaquantum password.

♦ In the Confirm Password box you should type the same password again.

Select:






Figure 5-31



5.19 Exaquantum – Database Creation

Gives you the choice of creating a brand new database or keeping an existing database.

♦ New installation - For a new installation a new database will automatically be created, so no selection is necessary.

♦ Re-installation - on a system that already has a database, the default action is to preserve the existing data.

♦ If you do not want to keep the existing data then select Overwrite existing database.

Select:




Figure 5-32



5.20 Exaquantum – 21 CFR Part 11 Settings

Allows you to enable the 21 CFR Part 11 support if required. This information will have been obtained earlier during the preparation phase.

To enable 21 CFR Part 11 support:

♦ In the Timeout text box, enter a value in minutes to define how long passwords are valid before they need to be re-affirmed.

Select:




Note: 21 CFR Part 11 support is only available when you buy the CFR Part 11 option with Exaquantum/Batch.

Figure 5-33



5.21 Exaquantum – Secure Workbook Location

This allows you to determine the location of the secure workbook folder. The format used to identify the folder will determine the method of access.

To set the location of the secure workbook folder either:

♦ Accept the default local path.

♦ Use the Browse... button to locate an alternative local file system path.

♦ Enter an alternative as a UNC path.

Note: In this context, 'local' means with reference to the file system of each individual computer on the system. Refer to the topic Server synchronisation.

Select:




Figure 5-34



5.22 Exaquantum – PIMS Server Names

In the case of a Web Server or client install, the software needs to communicate with an Exaquantum/PIMS server in order to function.

In this dialog box, you can provide the names of up to two Exaquantum/PIMS servers to which the software can connect.

You must identify at least one server as the Primary Server.

Select:




Figure 5-35



5.23 Exaquantum – Web Server Name

In the case of a client install which connects to a Web Server, the software needs to communicate with an Exaquantum/Web server in order to function.

In this dialog box, you must provide the name of the designated Exaquantum/Web servers to which the software can connect.

Select:




Figure 5-36



5.24 Exaquantum – Start Copying Files

Provides a detailed list of the installation choices you made earlier in the procedure.

♦ Check that all the settings are correct.

♦ To alter any setting, use the back buttons to return to the appropriate dialog box.

♦ When you are satisfied everything is correct, to begin installing the files, click on the Next button.

Select:




Figure 5-37



5.25 Exaquantum – Setup Status

Provides a progress indication of the installation procedure. When all the files have been copied, there will be a series of mini-installations, each with its own dialog box, for each of the individual software components.

Click on the Cancel button to stop the installation.

Figure 5-38

The dialog below shows the installation progress display dialog:

Figure 5-39



5.26 Exaquantum – Installation Completed

When this dialog box is displayed, all the file copying and installation procedures are completed

♦ Remove the DVD from the drive.

♦ Choose the Yes, I want to restart my computer now option.

♦ Click on the Finish button.

After the computer has restarted, refer to the post installation and configuration section of this guide.

Figure 5-40



Chapter 6 Installation Troubleshooting

6.1 Recovering From A Failed Installation

In the case of an installation that fails for any reason, it is important to ensure that subsequent attempts are not corrupted by the existing files. In order to avoid corruption, we recommend that the faulty installation be completely removed before attempting a new installation.

Removing A Failed Installation

1 If possible, try to uninstall the Exaquantum software using the standard Windows Add/Remove Programs facility (Uninstalling Exaquantum).

Continuing Problem

If installation fails repeatedly, the reason for the failure should be established:

1 Check the release notes for any late information about the product.

2 Re-read the relevant sections of this guide.

3 Note the circumstances and symptoms of the failure.

4 Create an Installation Log File.

If, after thorough investigation the reason for the failure is not clear, then we recommend you consult with your Yokogawa representative to try and discover the cause.

6-2 Chapter 6 Installation Troubleshooting


6.2 Installation Log File

If the installation fails, or the software does not start properly, it could be due to a problem with the installation procedure. In this situation, you may be able to locate the problem by creating an installation log file.

To achieve this, perform a fresh installation on the problem computer with logging enabled:

1 Uninstall Exaquantum (Uninstalling Exaquantum).

2 Enable installation logging as follows:

a On the problem computer, open a command window.

b In the command window, navigate to the appropriate Setup.exe file on the installation DVD.

c At the command prompt type one of the following commands, substituting the hard drive, path and filename of your choice:

Clients and Exaquantum combined server:

Setup /verbose"<Drive:\path\file_name.txt>”

Exaquantum/Web server only:

Setup z/"WebServer" /verbose"<Drive:\path\file_name.txt>”

Exaquantum/PIMS server only:

Setup z/"ExaServer" /verbose"<Drive:\path\file_name.txt>”

3 Run the Exaquantum installation procedure again (Installation Procedures Overview)

This will produce a log file that can be analysed to see if there is a problem. If you are not familiar with this process they you should consult your Yokogawa representative.



Chapter 7 Installing MSMQ It is best to install MSMQ (Microsoft Message Queue) as one of the available options during the installation of the operating system.


7.1 Windows Server 2003

To carry out this procedure you will need access to a Windows Server 2003 installation CD.

To Add MSMQ To An Existing System:

1 From the Start menu, select Control Panel.

2 In the Control Panel folder, double-click on the Add/Remove Programs item.

3 In the Add or Remove Programs dialog box, in the task bar on the left-hand side, select Add/Remove Windows Components.

4 In the Windows Component Wizard dialog box, locate the Application Servers checklist item.

5 Highlight the Application Servers item and click on the Details... button.

6 In the Application Servers dialog box highlight the Message Queuing item and click on the Details... button.

7 In the Message Queuing dialog box, in the Subcomponents of Messaging Queuing: list, ensure that the Common subcomponent is selected.

8 Close the Message Queuing dialog box by clicking on the OK button.

9 Close the Application Server dialog box by clicking on the OK button.

10 In the Windows Component Wizard dialog box begin the installation of the MSMQ by clicking on the Next button.

11 When prompted, load the Windows Server 2003 installation CD in the drive and click on the OK button. If the installation CD Menu appears, dismiss it by selecting the Exit icon.

12 When the installation is complete, close all the dialog boxes.

13 Remove the Windows Server 2003 installation CD from the drive.

7-2 Chapter 7 Installing MSMQ



To carry out this procedure you may need access to a Windows Server 2008 installation DVD.

To Add MSMQ To An Existing System:

1 From the Start menu, select Server Manager. Server Manager can also be found in the folder Administrative Tools, in the Control Panel folder

2 In the Feature Summary section, click on the Add Features item.

3 In the Add Features Wizard, select Message Queuing Server, which is located under Message Queuing - Message Queuing Services. Other features can be selected at the same time.

4 Click Next on the wizard, review the list of features to be installed then click Install.

5 If prompted, load the Windows Server 2008 installation DVD in the drive and click on the OK button. If the installation DVD Menu appears, dismiss it by selecting the Exit icon.


7 Remove the Windows Server 2008 installation DVD from the drive.



Chapter 8 Installing IIS IIS (Internet Information Service) is a pre-requisite to a Web Server or Combined Server. As it is a component of the Windows operating system, it is not contained on the Exaquantum DVD.



To carry out this procedure you will need access to a Windows Server 2003 installation CD.

To Add IIS To An Existing System:


2 In the Control Panel window, double-click on “Add/Remove Programs”.

3 In the “Add or Remove Programs” window, in the task bar on the left-hand side, select “Add/Remove Windows Components”.

4 A “Windows Component Wizard” window is displayed. In this window, highlight the “Application Servers” entry in the Component list. Ensure this entry is unchecked.

5 With the “Application Servers” highlighted, click on the Details... button.

6 In the “Application Servers” window, checked the “Internet Information Services (IIS)”.

7 Close the “Application Server” window by clicking on the OK button.

8 In the “Windows Component Wizard” window, begin the installation of IIS by clicking on the Next button.

9 When prompted, load the Windows Server 2003 installation CD and click on the OK button. If the installation CD Menu appears, remove it by selecting the Exit icon.


11 Remove the Windows Server 2003 installation CD from the drive.

8-2 Chapter 8 Installing IIS



IIS (Internet Information Service) is a pre-requisite to a Web Server or Combined Server. As it is a component of the Windows 2008 operating system, it is not contained on the Exaquantum DVD. IIS can be installed from the Windows operating system DVD.



To Add IIS To An Existing System:


13 In the Role Summary section, click on the Add Roles item.

14 In the Add Roles Wizard, on the left select Server Roles, then from the list of available roles select Web Server (IIS). Other roles can be selected at the same time.

15 In the Add Roles Wizard, on the left select the newly appeared Web Server (IIS), read through the information presented on this page.

16 In the Add Roles Wizard, on the left select Role Services situated below Web Server (IIS).

17 In addition to the default selections in the Role Services list, also select the following:

• Web Server

o Common HTTP Features (All sub items one by one)

o Application Development

ASP.NET

.NET Extensibility

ASP

ISAPI Extensions

ISAPI Filters

o Health and Diagnostics

HTTP Logging

Logging Tools



Request Monitor

Tracing

o Security (All sub items one by one)

o Performance

Static Content Compression

• Management Tools

o IIS Management console

o IIS Management Scripts and Tools

o IIS 6 Management Compatibility (All sub items)





Configuration After Installing Exaquantum:

1 Open Internet Information Services (IIS) Manager, which can be found in the folder Administrative Tools, in the Control Panel.

2 Expand the machine, Sites and Default Web Site nodes in the Connections panel.

3 Right click the ExaquantumHome virtual directory and select Manage Application, then Advanced Settings. Configure the application pool to ASP.NET 1.1 and click OK.

4 Click Application Pools in the Connections panel and confirm the ASP.NET 1.1 pool is set to use .Net Framework Version v1.1.

5 Click the Exaquantum virtual directory in the Connections panel. Double-click Authentication in the central panel and confirm both Basic Authentication and Windows Authentication are set to Enabled.

6 Click the ExaquantumHome virtual directory in the Connections panel. Double-click Authentication in the central panel and confirm both Basic Authentication and Windows Authentication are set to Enabled.

8-4 Chapter 8 Installing IIS


7 Click on the machine name (root) node in the Connections panel. Double-click ISAPI and CGI Restrictions in the central panel and confirm Active Server Pages, ASP.Net v1.1.4322 and ASP.Net v2.0.5727 are all set to Allowed.

8 Double-click MIME Types in the central panel and then click Add… in the Actions panel. Enter .svg as the File name extension and image/svg+xml as the MIME type. Click OK.

9 Restart the machine to ensure all configuration changes take effect.



Chapter 9 Installing PowerShell It is best to install PowerShell as one of the available options during the installation of the |Server 2008 operating system. For all other operating systems PowerShell is installed automatically by SQL Server.




To Add PowerShell To An Existing System:


2 In the Feature Summary section, click on the Add Features item.

3 In the Add Features Wizard, select Windows PowerShell. Other features can be selected at the same time.





9-2 Chapter 9 Installing PowerShell





Chapter 10 Installing the .NET API on an Exaquantum Client or Web Server

This operation consists of two parts:

• Install the .NET Framework (Exaquantum Client only)

• Install Exaquantum API .NET

10.1 Installation of the .NET Framework

1. Load the Exaquantum DVD

2. Close the menu that is run automatically

3. Use Windows Explorer to browse the DVD drive, and run the following file: (This installs the .NET Framework)

<DVD Drive>:\Misc\dotnetfx

4. Next run the following file from the DVD (This installs the .NET Framework, Service Pack 3):

NDP1.0sp3-KB867461-X86-Enu.exe

5. Remove the Exaquantum DVD.

10-2 Chapter 10 Installing the .NET API on an Exaquantum Client or Web Server


10.2 Installation of Exaquantum API .NET.

Installation is achieved by running the ,NET API msi, which is loaded during the Exaquantum installation process.

Run the following file.

<Exaquantum Installation Folder>\Exaquantum PIMS\Install\APIdotNET\Exaquantum API dot NET.msi

The wizard displays a series of dialogs, which require user response.

Welcome Screen

Click Next to continue



License Agreement

Select Yes - to accept the licence terms and click Next to continue



Customer Information

Enter user details and select the “Anyone who uses this computer option”. Click Next to continue.



Setup Type

Select the Complete setup type. Click Next to continue



Ready To Install

Click Install to install the software.



Wizard Completed

Click Finish to close the Installation Wizard.



Chapter 11 Configuration

11.1 Overview

In most straightforward installations little configuration is required to confirm that the basic system works.

Note: Configuration is necessary to transform the installation into a fully functioning integrated system, but that does not form part of the installation process.

The following items may need to be configured:

♦ Exaquantum/PIMS server:

♦ After the program has been installed you need to expand the size of the database (Expanding The Database).

♦ If you are upgrading an existing Exaquantum system that uses domain based accounts you will have to consider the implications of continuing that way or to use local groups instead (Using Domain\Local Accounts).

♦ After installing the SQL Server 2008 you will need to configure the memory usage (Configuring SQL Server Memory).

♦ Exaquantum/Web client:

♦ The configuration of Internet Explorer may need to be changed for ActiveX download, logon access, and proxy servers (Internet Explorer Configuration - Overview).

♦ For user's convenience, you can arrange for the Exaquantum home page to automatically open when Internet Explorer is started (Configuring Internet Explorer Home Page).

♦ Exaquantum/Web server - For installations on Windows Server 2003, some web security configuration is necessary (Web Server Security Configuration).

11-2 Chapter 11 Configuration


11.2 Quantumuser Temp folder permissions

Conditions that require configuration

If Exaquantum was not installed using the QuantumUser account and the QuantumUser account did not exist prior to installing Exaquantum.

Detail

Permissions for the group QUserGroup need to be added to the QuantumUser’s account temp directory.

Login as the QuantumUser and navigate to the QuantumUser’s temp directory.

Note: This is C:\Documents and Settings\QuantumUser\Local Settings\Temp or C:\Users\QuantumUser\AppData\local\Temp

Right click the Temp folder and select Properties then the Security tab, click Edit to change the permissions.

Using dialog Permissions for Temp that will appear click Add. Enter QUserGroup and click ok.

Figure 11-1

Select the newly added QUserGroup, change the permissions to Full control, click ok then click ok again.



Figure 11-2



11.3 DCOM permissions changes.

Connection failures

The detail in this section only applies to users who are experiencing complete connection failures, in one or both of the following areas:

♦ OPC communication

♦ Exaquantum Client communication

These changes only apply to Exaquantum Server, Web Server, Combined Server, and Exaquantum Client Installations on all operating systems

The “Everyone” group needs to be given Local and Remote Launch and Access.

Detail

Run the “dcomcnfg” utility:

Click [Start] – [Run], and type “dcomcnfg” in the “open” field, and then click OK.

Figure 11-3

From the Component Services window, expand [Console Root] – [Component Services] – [Computers]. Then right click on [My Computer], and select “Properties”.



Figure 11-4

On the COM Security tab, click “Edit Default” in the “Access Permissions” frame.

Figure 11-5

Click the Add button to display the "Select Users or Groups" dialog, and then click Advanced.



Click Find Now in the “Select Users or Groups” dialog, select "Everyone" from the list of users and groups and click OK.

Figure 11-6

Click OK again in the "Select Users or Groups" dialog.

Figure 11-7



For the Everyone group, check the Allow check boxes for "Local Access" and "Remote Access", and then click OK.

Figure 11-8



Click Edit Default in the "Launch and Activation Permissions" frame.

Figure 11-9



As before, add the Everyone group, check the Allow boxes for "Remote Launch", "Local Activation", and "Remote Activation ", and then click OK.

Figure 11-10



Click “Edit Limits” in the” Launch and Activation Permissions” frame.

Figure 11-11

As before, add the "Everyone" group, check the "Allow" boxes for "Remote Launch", "Local Activation", and "Remote Activation ", and then click "OK".

Figure 11-12



Default DCOM Properties

If Exaquantum and another software package, such as Exapilot, are installed on the same computer, please verify the Default Properties are correct.

On the Default Properties tab, the settings should be:

Figure 11-13

♦ "Enable Distributed COM on this computer" should be checked

♦ The "Default Authentication Level" should be "None"

♦ The "Default Impersonation Level" should be "Identify"

Finally, reboot the PC after saving the settings.

Access From The Network

The detail in this section only applies to users who are experiencing connection failures, in OPC communication

These changes only apply to Exaquantum Server, Web Server, Combined Server, and Exaquantum Client Installations on all operating systems.

The “Everyone” group needs to be given Access from the network and Everyone permissions should be applied to anonymous users.



Select Local Security Policy from the Administration Tools.

Expand the Local Policies folder and select Security Options.

Figure 11-14

Double-click the Policy “Network Access: Let Everyone permissions apply to anonymous users” and select “Enabled”.

Figure 11-15

In the Local Policies folder, select User Rights Assignment.



Figure 11-16

Double-click the Policy “Access this computer from the network” and select “Add User or Group…”.

Figure 11-17

Enter the name “Everyone” and click OK twice to exit.

Finally, reboot the PC after saving the settings.



11.4 Accessing Domain Based Group Accounts

By default, Exaquantum uses local group accounts.

♦ This procedure is only applicable when upgrading an existing Exaquantum installation that uses domain based group accounts. For this to continue working as usual, the default installation must be modified to use the existing accounts.

♦ This is achieved by adding each of the existing domain based Exaquantum accounts, to the equivalent new local group based account on each Exaquantum server. The procedure has to be carried out on each Exaquantum/PIMS or Exaquantum/Web server that is upgraded.


To configure an Exaquantum server to access the domain based group accounts:

1 Open the Windows Control Panel, Click Start - Control Panel.

2 In the Control Panel window, open Administrative Tools by double-clicking on its icon.

3 In the Administrative Tools window, open Computer Management by double-clicking on its icon.

4 In the Computer Management window, in hierarchy structure on the left-hand side, open the Local Users and Groups folder.

5 Click on the Groups folder.

6 In the right-hand side, double click on the Exaquantum group account to be configured

7 In the <GroupName> Properties dialog box, click on the Add... button.

8 In the Select Users or Groups dialog box, use the Look in: drop-down list to locate the domain server hosting the Exaquantum group accounts.

9 In the Name column, click on the domain group with the same name as the workgroup group you are currently configuring.

10 Click on the Add button.

11 To close the Select Users or Groups dialog box, click on the OK button.

12 To close the <GroupName> Properties dialog box, click on the OK button.

13 Repeat the procedure from step 6 for each group to be configured.

14 When you have configured all the local Exaquantum accounts, close the Computer Management window.



15 To apply the new configuration, shutdown and re-start the computer.

11.5 Accessing The Domain Quantumuser Account

By default, Exaquantum uses local workgroup based accounts.

♦ This procedure is only applicable when upgrading an existing Exaquantum installation that uses a domain based Quantumuser account. For this to continue working as usual, the default installation must be modified to use the existing account.

♦ This is achieved by configuring the Distributed Component Object Model (DCOM) settings to access the domain based account instead of the default local one. This procedure has to be carried out on each Exaquantum/PIMS or Exaquantum/Web server that is upgraded.

♦ The configuration is performed using the QDCOMConfig tool. In a default installation it will be located in the \Program Files\Yokogawa\Exaquantum PIMS\System folder.

♦ You will need to know the domain name in which the Quantumuser account is registered.


To configure an Exaquantum server to access the domain based Quantumuser account:

1 In the \Program Files\Yokogawa\Exaquantum PIMS\System folder, locate the file QDCOMConfig.exe.

2 Run the program by either double-clicking on its icon or by right-clicking on the icon and selecting Open.

3 Inspect the selection buttons at the bottom to confirm that the type of installation selected is correct.

4 In the NT Accounts: frame, locate the Exaquantum User frame.

5 In the User name text box, replace the current server name (which is the first item up to the backslash) with the name of the domain you want to use.

6 In the Password text box, enter the password for the Quantumuser account in that domain.

7 Do not change any other information.

8 To save the changes and close the QDCOMConfig tool dialog box, click on the OK button.

9 To ensure that the new settings are fully integrated shutdown the computer and reboot.

Figure 11-18



11.6 Internet Explorer Configuration - Overview

There are three main aspects to configuring the Internet Explorer web browser:

♦ Logon security - the security settings can be changed to prevent the user being requested to log on to the Exaquantum/Web server (Internet Explorer Logon Security).

♦ ActiveX - to download the ActiveX controls used by the Exaquantum system, some configuration is necessary (Configuring Internet Explorer Activex Security).

♦ Proxy server - if a web proxy server is being used then the Internet Explorer connection settings will have to be configured to bypass it (Configuring Internet Explorer Not To Use A Proxy Server For Exaquantum/Web).

♦ Home page - the browser can be configured to automatically open with the Exaquantum home page (Configuring Internet Explorer Home Page).



11.7 Configuring Internet Explorer Activex Security

The Exaquantum/Web user interface makes extensive use of ActiveX technology and scripts.

The ActiveX controls will be downloaded when making a first visit to the Exaquantumhome web site or by explicit installation from the DVD.

Some security settings of Internet Explorer can be configured to prevent the installation of ActiveX controls and the running of associated scripts.

Tip: The ActiveX controls supplied as part of Exaquantum are signed and are safe for scripting.

If you have problems installing the Exaquantum/Web client because of security warnings you may need to change the Internet Explorer security configuration as follows:

♦ The option to "Download signed ActiveX controls" must be set to Enable or Prompt.

♦ The ability to run "Run ActiveX controls and plug-ins" should be set to Enable.

Note: Browser security is a sensitive issue and must be considered as part of the enterprise wide IT security



11.8 Internet Explorer Logon Security

In some cases, users may be asked to log on to the Exaquantum/Web server the first time they access it on each session. This will depend on:

♦ the version of Internet Explorer (operating system dependant)

♦ the security configuration of the servers and IT system as a whole

If you want to prevent the logon being requested each time, the security settings for Internet Explorer can be changed.

The settings affected by the change are stored within the profile of each individual user, thus, each user needs to make the change, on each computer they will use to access the Exaquantum/Web server.

The version of Internet Explorer that is provided with Windows Server 2003 and Server 2008 has an enhanced security configuration enabled by default. The configuration change for Windows 2003 Server and Server 2008 is different from Windows XP operating systems.



For Windows XP

To change the IE security settings:

1 Open Internet Explorer.

2 From the menu bar, select Tools - Internet Options...

3 In the Internet Options dialog box, from the row of tabs along the top, select the Security tab. In the Security page, click on the Local intranet icon.

4 Click on the Sites... button.

5 Ensure that the Include all local (intranet) sites not listed in other zones checkbox is selected.

6 Click on the Advanced button.

7 In the Local intranet dialog box, ensure that the checkbox labelled Require server verification (https:) for all sites in this zone is not selected.

8 To accept any changes made and close the Local intranet advanced settings dialog box, click on the OK button.

♦ Still in the Security page of the Internet Options dialog box, click on the Custom Level button.

♦ In the Security Settings dialog box, scroll down to the User Authentication section, check that the Automatic logon with current username and password item is selected.

♦ To close the Security Settings dialog box, click on the OK button.

♦ In the Internet Options dialog box, from the row of tabs along the top, select the Advanced tab.

♦ In the Settings list, scroll down to the Security section.

♦ Ensure that the Enable Integrated Windows Authentication (requires restart) checkbox is selected.

♦ To close the Internet Options dialog box, click on the OK button.

♦ Close Internet Explorer.



For Windows Server 2003 and Server 2008

To change the IE security settings:

1 Open Internet Explorer.

Note: On Windows Server 2008, you may need to run Internet Explorer with administrator privileges to enable modification of the following settings. To do this, right click on Internet Explorer in the Start Menu and select Run as administrator.

2 From the menu bar, select Tools - Internet Options...

3 In the Internet Options dialog box, from the row of tabs along the top, select the Security tab. In the Security page, click on the Trusted sites icon.

4 Click on the Sites... button.

5 The Trusted sites dialog box will open. In the Add this Web site to the zone: box, enter the address of your Exaquantum/Web server. This will have the form: http://<exaquantum web server name>

Tip: On an Exaquantum Combined server or Exaquantum/Web server, if you want to use the generic name 'localhost' as well, you can also add: http://localhost

6 Click on the Add button. The address should transfer to the Web Sites box below.

7 Ensure that the checkbox labelled Require server verification (https:) for all sites in this zone is not selected.

8 To accept the change and close the Trusted sites dialog box, click on the OK button.

9 Still in the Security page of the Internet Options dialog box, click on the Custom Level button.

10 In the Security Settings dialog box, scroll down to the User Authentication section, select the Automatic logon with current username and password item.

11 To close the Security Settings dialog box, click on the OK button.

12 In the Internet Options dialog box, from the row of tabs along the top, select the Advanced tab.

13 In the Settings list, scroll down to the Security section.

14 Ensure that the Enable Integrated Windows Authentication (requires restart) checkbox is selected.

15 To close the Internet Options dialog box, click on the OK button.

16 Close Internet Explorer.



11.9 Configuring Internet Explorer Proxy Settings

Some IT systems use a web proxy server.

In these cases, the configuration of Internet Explorer will need to be changed in order that the Exaquantum/Web server can be accessed directly.

Configuring Internet Explorer Not To Use A Proxy Server For Exaquantum/Web

To configure Internet Explorer connections:

♦ Open Internet Explorer.

♦ From the menu, select Tools - Internet Options...

♦ In the Internet Options dialog box, select the Connections tab.

♦ Click on the LAN Settings... button.

♦ The Local Area Network (LAN) Settings dialog box will open.

♦ In the Proxy server frame, if the Use a proxy server for your LAN checkbox is selected, then ensure that the Bypass proxy server for local addresses is also selected.

♦ To close the The Local Area Network (LAN) Settings dialog box, click on the OK button.




11.10 Configuring Internet Explorer Home Page

On any computer that will access the Exaquantum/Web server, the browser can be configured to automatically open the Exaquantum/Web home page.

Because of the way Internet Explorer configuration is stored, this setting is individual for each user on each client PC.

The following procedure should be carried out by each user on each PC they use.

To configure Internet Explorer to open with the Exaquantum home page:

♦ Open Internet Explorer.

♦ From the menu, select Tools - Internet Options...

♦ In the Internet Options dialog box, display the Home page configuration frame by clicking on the General tab.

♦ In the Address: box enter the URL of the Exaquantum home page.

♦ Tip: The address of the Exaquantum home page takes the form: http://<exaquantum web server name>/ExaquantumHome

♦ To set the page as the default, click on the Apply button.


11.11 Adobe Acrobat Reader Installation

In order to view the Exaquantum manuals you need to install a PDF reader program if you do not already have one. Adobe Acrobat is available from www.adobe.com



11.12 Excel Add-Ins Post Installation Integration

When Excel is installed before the Exaquantum software, the Excel Add-ins are automatically installed in the correct location to enable Excel to locate and work with them in the most efficient way.

The Excel Add-In Files

If Excel was installed after the Exaquantum software, then moving the files to the appropriate location will have to be carried out manually.

There are three Add-in files provided with Exaquantum that need to be integrated:

♦ Exaquantum Explorer Add-In.xla

♦ Exaquantum Query Add-In.xla

♦ Tag Configuration Viewer.xla

Default Location When Excel Is Installed

Each Excel installation creates a folder dedicated for the use of Add-in software. In a default installation it is located C:\Program Files\Microsoft Office\OfficeXX\Library (where XX will vary depending on the version of Excel installed).

Default Location When Excel Not Present At Installation Time

If Excel is not installed, the Exaquantum installation procedure will be unable to locate the appropriate folder for the Add-in files, so they will be placed in the Exaquantum PIMS installation folder. The default installation location will be C:\Program Files\Yokogawa\Exaquantum PIMS

To enable the Add-ins to be integrated, the three files listed above should be moved to the Library folder associated with Excel.

Integrating The Add-Ins

Support for Add-ins is part of the Excel software. Please read the Excel Help system for detailed guidance with installing and integrating Add-ins. Once integrated, the interaction between Exaquantum and Excel is seamless.

11.13 Expanding The Database

♦ In order to reduce the time taken to install the software, the initial database created is the minimum size necessary.

♦ In most cases you will need to increase the size of the database before using the software in an operational environment.



♦ The database size can be managed using either:

♦ The Exaquantum Database Expansion Tool that is installed on the server.

♦ The tools that are provided with the SQL database.

♦ The Exaquantum/PIMS auto-expand facility is disabled by default so that standard SQL tools can be used to manage the database.

♦ When using the SQL tools to initially expand the database, an absolute size should be defined in preference to setting a percentage.

Database Size

The size should be dependant upon the archiving strategy, allowing enough space to create and store archives. It is recommended not to let the Historian database to grow so large that back-ups take hours to complete.

Using The Exaquantum Database Expansion Tool

All the procedures are performed on the Exaquantum/PIMS server.

There are two main steps:

Step 1 - Before You Start The Expansion

1 It is essential that you first stop the Exaquantum service (Stopping The Exaquantum Service).

2 Click [Start] – [All Programs] – [Administrative Tools] – [Services]

3 Check that the SQL Server(MSSQLSERVER) is running:

♦ If it is running then no more action is required.

Figure 11-19



♦ If it is stopped then you will need to start the SQL Server(Starting The SQL Server).

Figure 11-20

Step 2 - Expanding The Database

1 From the Start menu, selecting Programs – Exaquantum - Database Expansion Tool.

Figure 11-21

2 In the Exaquantum Database Expansion Tool dialog box, the Information frame shows the current disk usage status.

3 Check the default value in the box Percentage of disk for Exaquantum database is suitable. If not, type in a new value to suit your requirements.

Tip: After making any changes to the value of Percentage of disk for Exaquantum database, you must cause the figures to be recalculated by clicking on the Refresh button.



4 To begin the expansion process, click on the Expand button. Alternatively, to close the Exaquantum Database Expansion Tool without making any changes select Exit.

5 In most cases, a significant expansion in size will take place, which can take several minutes or more. The exact time will depend on the size of the disk and performance of the hardware. During this period there will be much disk activity, and the Exaquantum Database Expansion Tool dialog box will remain open.

Note: If there are any problems during the expansion process, an error message will report the problem. You should note the details in case you want to report the problem to Support.

6 When the database expansion is complete a success message will be displayed and the Exaquantum Database Expansion Tool dialog box will close.

7 That completes the database expansion. Now you need to start the Exaquantum service (Starting The Exaquantum Service).

Tip: Once the system is running, the size of the database can be controlled more precisely by using the SQL Enterprise Manager.

11.14 Using Domain\Local Accounts

By default, the installation procedure configures the basic user and group accounts locally on the installation computer. This is the recommended method. If you are currently using domain based accounts they you should consider changing to local group accounts by using the installation defaults.

If you have an existing system that uses a domain to manage any of the accounts, and wish to continue using that method, you may need to perform some additional configuration.

There following table indicates what changes are required in which circumstances:

Table 11-1

Account basis Exaquantum / PIMS server

Exaquantum / Explorer client

Local Quantumuser account Default - No action required

Local groups Default No action required Not applicable

Domain Quantumuser account Accessing The Domain Quantumuser Account

Domain groups Accessing Domain

Based Group Accounts

Not applicable



Note: If you are upgrading a system that uses the Role Based Name Space feature then additional changes are required. This topic is beyond the scope of this guide. Please consult your Yokogawa representative.

Domain Accounts

The default installation of Exaquantum uses local groups to manage the user and group accounts, however some existing installations may already be using domain based account management that was supported in earlier versions.

♦ The standard installation creates the Exaquantum accounts as local groups.

♦ To use a Windows domain instead, a set of Exaquantum accounts will have to be created on the domain server.

♦ This procedure is not part of the installation process and is beyond the scope of this guide. If you wish to create a new installation based on domain managed accounts then please consult your Yokogawa representative.

♦ If you are upgrading from an earlier version of Exaquantum and wish to continue using domain based groups, perform a standard installation. After the installation process is complete, configure each server to use domain accounts.

Synchronisation

It is important that the various servers within the system remain synchronised (Server Time Synchronization). If all the machines are in the same domain, then this will happen automatically.



Local Group Accounts

Access

By default, the user and group accounts for Exaquantum are set up and managed on a local group basis. The appropriate account details are created locally on each server as required.

♦ In the case of a default installation, the basic set of accounts will automatically be created if they do not already exist.

♦ The account details and password on each computer must be kept identical.

♦ When the RBNS (Role Based Name Space) feature is used, the additional accounts will also have to set up and administered on each server.

Synchronisation

It is important that the various servers within the system remain synchronised (Server Time Synchronization). In a workgroup only environment, each Exaquantum/PIMS server will need to be configured with the name of a server to be used as a source of time information.

11.15 Web Server Security Configuration

When the Exaquantum/Web server is installed on a computer running Windows Server 2003 or Server 2008, some additional configuration is necessary before it will work.

Note: This procedure is only required for Windows Server 2003 and Sever 2008, running IIS v6.0.

To configure the security settings:

1 From the Windows Start menu, open the Control Panel.

2 Locate the Administrative Tools and open it by double-clicking on the icon.

3 Locate the Internet Information Service (IIS) Manager and open it by double-clicking on the icon.

4 In the tree on the left, select Web Service Extensions node.

5 In the pane on the right, select All Unknown ISAPI Extensions, and click on the Allow button.

6 In the pane on the right, select Active Server Pages, and click on the Allow button.

7 Close the Internet Information Service (IIS) Manager.

The configuration is complete.



11.16 Configuring SQL Server Memory

Before installing the Exaquantum/PIMS server software, you must specify the amount of memory to be used by Microsoft SQL Server 2008.


To configure the Microsoft SQL Server 2008 memory usage:

1 From the Windows Start menu, select Programs - Microsoft SQL Server2008 – SQL Management Studio to open the SQL Server 2008 Management Studio window.

2 Input the settings below in the "Connection to Server" window, and click on Connect.

♦ Server type: Database Engine

♦ Server name: Exaquantum ServerName

♦ Authentication: Windows Authentication

3 Locate "Exaquantum Server name" and right-click on it, and select Properties from the right-click menu.

4 Select memory from Select a page in the Server Properties dialog box.



Figure 11-22

5 Use Maximum server memory to specify 1/3 of the available physical memory.

6 Select OK to apply the settings.

7 Close the SQL Server Management Studio window.



11.17 Setting The Internet Option

1 Run Control Panel/Internet Options.

2 In the Advanced tab deselect the options:

♦ Check for publisher’s certificate relocation

♦ Check for server certificate revocation



11.18 Setup of Anti-Virus Software

Yokogawa strongly recommend that Virus Checker software be installed on all PCs. Exaquantum has been tested with Virus Checkers from a number of different suppliers.

Virus checkers can have an adverse effect on performance of Exaquantum. For this reason, it is recommended that the files listed in Table 11-2 are excluded from checking.

Table 11-2

File Description

QConfig.mdf QConfig database data file (Filegroup PRIMARY)

QConfig_1.ndf QConfig database data file (Filegroup QCONFIG)

QConfig_2.ndf QConfig database index data file (Filegroup QCONFIGIDX)

QConfig_Log.ldf QConfig database transaction log file

QHistorianAdmin.mdf QHistorianAdmin database data file (Filegroup PRIMARY)

QHistorianAdmin.ndf QHistorianAdmin database data file (Filegroup QADMIN)

QHistorianAdmin_Log.ldf QHistorianAdmin database transaction log file

QHistorianData.mdf QHistorianData database data file (Filegroup PRIMARY)

QHistorianData1.ndf QHistorianData database data file (Filegroup QDATA)

QHistorianData2.ndf QHistorianData database data file (Filegroup QDATA)

QHistorianData_Log.ldf QHistorianData database transaction log file

<Archive N>_data.mdf Archive database <N> database data file

<Archive N>_log.ldf Archive database <N> database transaction log file

tempdb.mdf Tempdb database data file

templog.ldf Tempdb database transaction log file



To check the location of the files:

From the Windows Start menu, select Programs - Microsoft SQL Server2008 – SQL Management Studio to open the SQL Server 2008 Management Studio window.

Input the settings below in the "Connection to Server" window, and click on Connect.

♦ Server type: Database Engine

♦ Server name: Exaquantum ServerName

♦ Authentication: Windows Authentication

Expand the databases tree

Click right mouse on each database, followed by properties.

Click on Files from the Database properties dialog. This will then list the files and locations of the database files.

11.19 Starting The Exaquantum Service

To start the Exaquantum service:

1 Ensure SQL Server and SQL Server Agent are running

2 Log in to the Exaquantum server as quantumuser, using the password allocated during the installation procedure.

Note 1: The password is case sensitive. Note 2: The QuantumUser account is established during the installation procedure on the local PC only. If you can not initially log in, ensure you are logging in as a local user on that PC, not on a network domain.

3 From the Windows Start menu, select Programs – Exaquantum - Exaquantum Service Manager.

4 In the Exaquantum Services Manager dialog box, start the services by clicking on the Start icon.

Figure 11-23



5 In the dialog box that appears, confirm your intention.

6 The Status of the server (above the Start icon) should change to STARTING and then RUNNING. The Exaquantum services in the right hand panel should follow a similar pattern.

Figure 11-24

7 When the red square in the Stop button is visible, the service is started.



11.20 Starting The SQL Server

To start the SQL server:

1 From the start menu, select All Programs - Microsoft SQL Server 2008 – Configuration Tools – SQL Service Configuration Manager.

2 Expand SQL Server Configuration Manager(Local) – SQL Server 2008 Services.

3 Select SQL Server(MSSQLSERVER) and right-click.

4 Select Properties from the select menu.

5 Select Start button in the SQL Server(MSSQLSERVER) Properties dialog box.

6 When the SQL Server and SQL Server Agent services have started, close the SQL Server Service Properties dialog box and SQL Server Configuration Manager Window.

11.21 Stopping The Exaquantum Service

To stop the Exaquantum service:

1 Log in to the Exaquantum server as quantumuser, using the password allocated during the installation procedure.

Note 1: The password is case sensitive.

Note 2: The QuantumUser account is established during the installation procedure on the local PC only. If you can not initially log in, ensure you are logging in as a local user on that PC, not on a network domain.

2 From the Windows Start menu, select Programs – Exaquantum - Exaquantum Service Manager.

Figure 11-25

3 In the Exaquantum Services Manager dialog box, stop the services by clicking on the Stop icon.

4 In the dialog box that appears, confirm your intention.



5 The Status of the server (above the Stop icon) should change to STOPPING and then STOPPED. The Exaquantum services in the right hand panel should follow a similar pattern.

Figure 11-26



Chapter 12 Checking the Installation

12.1 Overview

There are four main component types that can be checked before moving on to configure the Exaquantum system for use in the working environment.

You should confirm some basic functionality works before starting full system integration, configuration and testing.

♦ Checking the Exaquantum/PIMS Server

♦ Checking the Exaquantum/Web Server

♦ Checking the Exaquantum/Explorer Client

♦ Checking the Exaquantum/Web Client

12.2 Checking the Exaquantum/PIMS Server

The Exaquantum/PIMS server gathers data and makes it available directly for the use of Exaquantum/Explorer clients, or indirectly via the Exaquantum/Web server for Exaquantum/Web clients.

It is not possible to check any of the external connectivity as the data collection facilities have not been set up at this stage. That is part of the full system configuration process.

You can confirm that the basic Exaquantum functionality is working by checking that the Exaquantum service can be started and stopped on demand.

At this point the service may or may not be running, so use the following checks in the appropriate order.

♦ Starting The Exaquantum Service

♦ Stopping The Exaquantum Service

12-2 Chapter 12 Checking the Installation


12.3 Checking the Exaquantum/Explorer Client

The Exaquantum/Explorer communicates directly with the Exaquantum/PIMS server to access data.

To complete this check, ensure that the Exaquantum service is running on the designated Primary and Secondary servers.

To confirm that the Exaquantum/Explorer client is able to connect to the server:

1 From the Start menu, select Programs – Exaquantum - Server Manager.

2 In the Exaquantum Server Manager dialog box:

♦ Confirm that the server names are correct.

♦ Check that the status is Running.

12.4 Checking the Exaquantum/Web Client

The main purpose of the Exaquantum/Web client is to provide access to the web pages available on the Exaquantum/Web server.

To check the Exaquantum/Web client can access a page on request:

1 On the Exaquantum/Web client, open Internet Explorer.

2 Either:

♦ If Internet Explorer has not been configured to automatically open the ExaquantumHome page, it should be displayed.

♦ If not, in the address bar enter the URL of the Exaquantum/Web server.

Tip: The address of the Exaquantum home page takes the form: http://<exaquantum web server name>/ExaquantumHome



12.5 Checking the Exaquantum/Web Server

The main purpose of the Exaquantum/Web server is to provide the web pages for Exaquantum Web clients.

First, check that the Exaquantum service is running on the designated Primary and Secondary servers.

To check the Exaquantum/Web server will deliver a page on request:

1 On the Exaquantum/Web server, open Internet Explorer.

2 Either:

♦ If Internet Explorer has been configured to automatically open the ExaquantumHome page, it should be displayed.

♦ If not, in the address bar enter the URL of the Exaquantum/Web server.

Tip: The address of the Exaquantum home page takes the form: http://<exaquantum web server name>/ExaquantumHome

12-4 Chapter 12 Checking the Installation





Chapter 13 Changes to an Existing Installation

13.1 Upgrading From A Previous Version

To upgrade from a previous version of Exaquantum is a two stage process:

♦ Uninstall the existing software.

♦ Install the new version of Exaquantum software.

Note: In case of updating from R2.10.50, it is necessary to install SQL 2000 Service Pack 4.

If you do not install SQL 2000 Service Pack4, below message will be shown.

Figure 13-1

Double-click below file in the Exaquantum DVD

<DVD Drive>:\Misc\SQL2000-KB884525-SP4-x86-ENG.EXE

IMPORTANT This set up program simply extracts files to the designated location. After it is complete, you have to run ‘setup.bat’ at the location to start installing the Service Pack software.

Server - The procedure is the same as that in the Reinstalling The Server Software section.

Client - The procedure is the same as that in the Reinstalling The Client Software section.

13-2 Chapter 13 Changes to an Existing Installation


13.2 Adding Web Server

If you want to add the Exaquantum/Web feature to an existing Exaquantum/PIMS Server installation there are two options (Web Server Deployment Options):

Exaquantum/PIMS and Exaquantum/Web servers combined on a single computer

1 The existing Exaquantum/PIMS server installation will have to be uninstalled, see section Uninstalling Exaquantum.

2 Take Database Precautions to ensure the safety of the data.

3 Check for the prerequisite software. See section Combined Server Prerequisites.

4 Perform a reinstallation of the server software (Reinstalling The Server Software), but choose to install a combined server (Web Server Deployment Options).

Exaquantum/Web installed on a different computer

1 Perform a standard installation (Installation Procedures Overview) for Exaquantum/Web on the new computer, including any prerequisites (Exaquantum/Web Server Prerequisites).

13.3 Reinstalling The Server Software

The following issues need to be considered first:

♦ Database - If the installation is already in service, with an existing database that needs to be retained, follow the procedures for database precautions (Database Precautions).

♦ Computer name:

♦ If the reinstallation is on a computer with the same name - you can reinstall the server software (Reinstalling The Server Software) with no impact on the configuration of the rest of the system.

♦ If the installation is to a computer with a different name - there are implications for data embed in the database that will need to be resolved. Consult with your Yokogawa representative.

In addition, after the new server is commissioned, each client will need to be reconfigured to access a different server.

♦ RBNS - If the Role Based Name Space feature is being used, there are implications for the group account details stored in the database. Consult with your Yokogawa representative.

To reinstall the server software please refer to the following sections:

1 If the database has to be preserved, follow the advice in the topic Database Precautions



2 Uninstalling Exaquantum

3 Installation Overview

4 If the server has a new name, reconfigure the clients to access a different server

13.4 Reinstalling The Client Software

To reinstall the client software please refer to the following sections:

1 Uninstalling Exaquantum

2 Installation Overview

13.5 Database Precautions

There are occasions when you need to run the installation procedure on a computer with Exaquantum already installed. For example when upgrading to a later version or adding new components.

In these types of situation, you will probably want to retain the existing data.

There are two precautions to take:

♦ Back up the existing database using the methods suggested in the Exaquantum Engineering Guide Vol. 1.

♦ During the installation procedure, in the Database Creation dialog box (Exaquantum – Database Creation), ensure that the Overwrite existing database checkbox is not selected.

13.6 Recovering From A Failed Installation

In the case of an installation that fails for any reason, it is important to ensure that subsequent attempts are not corrupted by the existing files. In order to avoid corruption, we recommend that the faulty installation be completely removed before attempting a new installation.

See the Installation Troubleshooting chapter for further details.

13-4 Chapter 13 Changes to an Existing Installation


13.7 Uninstalling Exaquantum

Note: You must stop the Exaquantum service before attempting to uninstall Exaquantum.

To remove the Exaquantum software:

1 Open the Windows Control Panel.

2 Choose the Add/Remove Programs option.

3 Ensure that Change or Remove Programs is selected.

4 In the list of Currently installed programs, locate and highlight the Exaquantum entry.

5 Click on the Change/Remove button.

6 The InstallShield dialog box will open at the Welcome page. Select the Remove option and click on the Next button.

7 Confirm your intention in the Confirm Uninstall dialog box and the Exaquantum software will be removed.

In addition, for an Exaquantum/PIMS server installation where the database is also to be removed:

1 Scroll through the list of Currently installed programs, again to locate the SQL server item.

2 Select the Change/Remove option.

Note: This will not remove any other prerequisites that were installed.

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