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Getting started with Experion PKS
Experion PKS® Process Knowledge System™
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Notice This document contains Honeywell proprietary information. Information contained herein is to be used solely for the purpose submitted, and no part of this document or its contents shall be reproduced, published, or disclosed to a third party without the express permission of Honeywell Limited Australia. While this information is presented in good faith and believed to be accurate, Honeywell disclaims the implied warranties of merchantability and fitness for a purpose and makes no express warranties except as may be stated in its written agreement with and for its customer. In no event is Honeywell liable to anyone for any direct, special, or consequential damages. The information and specifications in this document are subject to change without notice. Copyright 2004 – Honeywell Limited Australia
Honeywell trademarks Experion PKS®, PlantScape®, SafeBrowse®, TotalPlant®, and TDC 3000® are U.S. registered trademarks of Honeywell International Inc. Process Knowledge System is a trademark of Honeywell International Inc.
Other trademarks Trademarks that appear in this document are used only to the benefit of the trademark owner, with no intention of trademark infringement.
Document Release Issue Date EP-DCSX22 201 1 March 2004
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Welcome This Getting Started with Experion PKS guide is a roadmap to help you achieve your Experion PKS installation or upgrade faster and more efficiently.
How to use this guide There is an overview page for the most common installation and upgrade scenarios. Each overview page identifies the high-level steps you must complete. Most high-level steps reference a checklist in the Experion PKS Software Installation and Upgrade Guide. These checklists describe the sequence of tasks to complete. Each overview page also contains a “References” and “Complete these forms” section.
References The “References” section on each overview page lists the documents that you need to complete the installation or upgrade. You should have these documents available before you begin.
Complete these forms The “Complete these forms” section on each overview page lists the specification forms that you must filled in for the installation or upgrade. These specification forms are located in the Experion PKS Software Installation and Upgrade Guide, and help you to gather details that you will need to enter during the installation or upgrade.
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New installations Installing an Experion PKS server page 6 Installing redundant Experion PKS servers page 7 Installing Experion PKS eServer page 8 Installing Experion PKS ACE page 9 Installing Experion PKS SIM-C200 page 10 Installing Mobile Access for eServer page 11 Installing Mobile Access for Station page 12 Installing Experion PKS Console Station page 13 Installing Experion PKS Flex Station page 14
R101 on-process migration On-process migration of redundant Experion PKS R200 and R101 servers page 15
R200 upgrades Upgrading an Experion PKS R200 server page 16 Upgrading redundant Experion PKS R200 servers page 17 Upgrading Experion PKS R200 ACE page 18 Upgrading Experion PKS R200 SIM-C200 page 19 Upgrading Experion PKS R200 Console Stations page 20 Upgrading Experion PKS R200 Flex Stations and other client applications page 21
Contents Find the overview page for your installation or upgrade.
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R101 upgrades Upgrading an Experion PKS R101 server page 22 Upgrading redundant Experion PKS R101 servers page 23 Upgrading Experion PKS R101 ACE page 24 Upgrading Experion PKS R101 SCE page 25 Upgrading Experion PKS R101 client applications page 26
PlantScape R500.1 upgrades Upgrading a PlantScape R500.1 server to a new computer page 27 Upgrading redundant PlantScape R500.1 servers to new computers page 28 Upgrading a PlantScape R500.1 server on the existing computer page 29 Upgrading redundant PlantScape R500.1 servers on existing computers page 30 Upgrading PlantScape R500.1 ACE page 31 Upgrading PlantScape R500.1 SCE page 32 Upgrading PlantScape client applications page 33
Contents (continued)
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Installing an Experion PKS server References • Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Complete these forms Software Installation and Upgrade Guide • Site specification form • Server specification form • Client specification form
Installing an Experion PKS server
Step 1
Install Experion PKS server Software Installation and Upgrade Guide: page 79
Step 2
Install Experion PKS Console Station Software Installation and Upgrade Guide: page 98 Repeat for each Console Station required
Step 3
Install Experion PKS Flex Station Software Installation and Upgrade Guide: page 101 Repeat for each Flex Station required
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Installing redundant Experion PKS servers References • Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Complete these forms Software Installation and Upgrade Guide • Site specification form • Server specification form • Client specification form
Installing redundant Experion PKS servers
Step 1
Install Experion PKS server A Software Installation and Upgrade Guide: page 82
Step 2
Install Experion PKS server B Software Installation and Upgrade Guide: page 84
Step 4
Install Experion PKS Console Station Software Installation and Upgrade Guide: page 98 Repeat for each Console Station required
Step 5
Install Experion PKS Flex Station Software Installation and Upgrade Guide: page 101 Repeat for each Flex Station required
Step 3
Configure the servers Server and Client Configuration Guide
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Installing Experion PKS eServer References • Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Complete these forms Software Installation and Upgrade Guide • Site specification form • Server specification form
Installing Experion PKS eServer
Step 1
Install Experion PKS eServer Software Installation and Upgrade Guide: page 88
Step 2
Configure Experion PKS eServer Server and Client Configuration Guide
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Installing Experion PKS ACE References • Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Complete these forms Software Installation and Upgrade Guide • Site specification form • Server specification form
Installing Experion PKS ACE
Step 1
Install Experion PKS ACE Software Installation and Upgrade Guide: page 90
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Installing Experion PKS SIM-C200 References • Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Complete these forms Software Installation and Upgrade Guide • Site specification form • Server specification form
Installing Experion PKS SIM-C200
Step 1
Install Experion PKS SIM-C200 Software Installation and Upgrade Guide: page 93
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Installing Mobile Access for eServer References • Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Complete these forms Software Installation and Upgrade Guide • Site specification form • Server specification form • Client specification form
Installing Mobile Access for eServer
Step 1
Install Experion PKS eServer Software Installation and Upgrade Guide: page 88
Step 3
Install Mobile Station Server Software Installation and Upgrade Guide: page 95
Step 2
Configure Experion PKS eServer Server and Client Configuration Guide
Step 4
Configure Mobile Station PKS Server and Client Configuration Guide
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Installing Mobile Access for Station References • Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Complete these forms Software Installation and Upgrade Guide • Site specification form • Server specification form • Client specification form
Installing Mobile Access for Station
Step 1
Install Mobile Station Server Software Installation and Upgrade Guide: page 95
Step 2
Configure Mobile Station PKS Server and Client Configuration Guide
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Step 1
Install Experion PKS Console Station Software Installation and Upgrade Guide: page 98
Installing Experion PKS Console Station References • Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Complete these forms Software Installation and Upgrade Guide • Site specification form • Client specification form
Installing Experion PKS Console Station
Step 2
Configure Console Station Server and Client Configuration Guide
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Installing Experion PKS Flex Station References • Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Complete these forms Software Installation and Upgrade Guide • Site specification form • Client specification form
Installing Experion PKS Flex Station
Step 1
Install Experion PKS Flex Station Software Installation and Upgrade Guide: page 101
Step 2
Configure Flex Station Server and Client Configuration Guide
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Step 1
Prepare for on-process migration Software Installation and Upgrade Guide: page 108
On-process migration of redundant Experion PKS R200 and R101 servers References • Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Complete these forms Software Installation and Upgrade Guide • Site specification form • Client specification form
On-process migration of redundant Experion PKS R200 and R101 servers
Step 2
Upgrade server B Software Installation and Upgrade Guide: page 110
Step 3
Migrate server B database Software Installation and Upgrade Guide: page 113
Step 6
Perform upgrade and compatibility tests Software Installation and Upgrade Guide: page 117
Step 7
Upgrade server A Software Installation and Upgrade Guide: page 119
Step 8
Complete the on-process migration Software Installation and Upgrade Guide: page 122
Step 9
Upgrade remaining stations Software Installation and Upgrade Guide: page 164 and page 114 for Console Stations
Step 10
Migrate controllers Software Installation and Upgrade Guide: page 325
Step 4
Upgrade one or more client stations Software Installation and Upgrade Guide: page 164
Step 5
R200 upgrades: upgrade one or more Console Stations, if part of the system Software Installation and Upgrade Guide: page 114
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Upgrading an Experion PKS R200 server References • Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Complete these forms Software Installation and Upgrade Guide • Site specification form
Upgrading an Experion PKS R200 server
Step 1
Upgrade the Experion PKS server Software Installation and Upgrade Guide: page 125
Step 2
Upgrade Experion PKS Console Station and other client applications Software Installation and Upgrade Guide: page 141 Repeat for each Console Station
Step 3
Configure Console Station Server and Client Configuration Guide
Step 4
Upgrade Experion PKS Flex Station and other client applications Software Installation and Upgrade Guide: page 144 Repeat for each Flex Station
Step 5
Configure Flex Station Server and Client Configuration Guide
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Upgrading redundant Experion PKS R200 servers References • Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Complete these forms Software Installation and Upgrade Guide • Site specification form
Upgrading redundant Experion PKS R200 servers
Step 1
Prepare for the upgrade Software Installation and Upgrade Guide: page 129
Step 5
Upgrade Experion PKS Console Station and other client applications Software Installation and Upgrade Guide: page 141 Repeat for each Console Station
Step 6
Configure Console Station Server and Client Configuration Guide
Step 2
Upgrade server B Software Installation and Upgrade Guide: page 130
Step 3
Upgrade server A Software Installation and Upgrade Guide: page 132
Step 4
Complete the upgrade Software Installation and Upgrade Guide: page 133
Step 7
Upgrade Experion PKS Flex Station and other client applications Software Installation and Upgrade Guide: page 144 Repeat for each Flex Station
Step 8
Configure Flex Station Server and Client Configuration Guide
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Upgrading Experion PKS R200 ACE References • Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Complete these forms Software Installation and Upgrade Guide • Site specification form
Upgrading Experion PKS R200 ACE
Step 1
Upgrade Experion PKS R200 ACE Software Installation and Upgrade Guide: page 135
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Upgrading Experion PKS R200 SIM-C200 References • Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Complete these forms Software Installation and Upgrade Guide • Site specification form
Upgrading Experion PKS R200 SIM-C200
Step 1
Upgrade Experion PKS R200 SIM-C200 Software Installation and Upgrade Guide: page 138
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Upgrading Experion PKS R200 Console Stations and client applications References • Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Complete these forms Software Installation and Upgrade Guide • Site specification form
Upgrading Experion PKS R200 Console Stations and client applications
Step 1
Upgrade Experion PKS Console Station and client applications Software Installation and Upgrade Guide: page 141
Step 2
Configure Console Station Server and Client Configuration Guide
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Upgrading Experion PKS R200 Flex Stations and client applications References • Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Complete these forms Software Installation and Upgrade Guide • Site specification form
Upgrading Experion PKS R200 Flex Stations and client applications
Step 1
Upgrade Experion PKS Flex Station and client applications Software Installation and Upgrade Guide: page 144
Step 2
Configure Flex Station Server and Client Configuration Guide
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Upgrading an Experion PKS R101 server References • Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Complete these forms Software Installation and Upgrade Guide • Site specification form
Upgrading an Experion PKS R101 server
Step 1
Upgrade the Experion PKS server Software Installation and Upgrade Guide: page 148
Step 2
Upgrade Experion PKS client applications Software Installation and Upgrade Guide: page 164 Repeat for each client computer
Step 3
Configure Flex Station Server and Client Configuration Guide
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Upgrading redundant Experion PKS R101 servers References • Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Complete these forms Software Installation and Upgrade Guide • Site specification form
Upgrading redundant Experion PKS R101 servers
Step 6
Configure Flex Station Server and Client Configuration Guide
Step 2
Upgrade server B Software Installation and Upgrade Guide: page 153
Step 3
Upgrade server A Software Installation and Upgrade Guide: page 155
Step 4
Complete the upgrade Software Installation and Upgrade Guide: page 156
Step 1
Prepare for the upgrade Software Installation and Upgrade Guide: page 152
Step 5
Upgrade Experion PKS client applications Software Installation and Upgrade Guide: page 164 Repeat for each client computer
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Upgrading Experion PKS R101 ACE References • Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Complete these forms Software Installation and Upgrade Guide • Site specification form
Upgrading Experion PKS R101 ACE
Step 1
Upgrade Experion PKS R101 ACE Software Installation and Upgrade Guide: page 158
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Upgrading Experion PKS R101 SCE References • Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Complete these forms Software Installation and Upgrade Guide • Site specification form
Upgrading Experion PKS R101 SCE
Step 1
Upgrade Experion PKS R101 SCE Software Installation and Upgrade Guide: page 161
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Upgrading Experion PKS R101 client applications References • Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Complete these forms Software Installation and Upgrade Guide • Site specification form
Upgrading Experion PKS R101 client applications
Step 1
Upgrade Experion PKS client applications Software Installation and Upgrade Guide: page 164
Step 2
Configure Flex Station Server and Client Configuration Guide
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Upgrading a PlantScape R500.1 server to a new computer References • Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Complete these forms Software Installation and Upgrade Guide • Site specification form
Upgrading a PlantScape R500.1 server to a new computer
Step 1
Install Experion PKS server Software Installation and Upgrade Guide: page 79
Step 2
Upgrade from PlantScape R500.1 on a new computer Software Installation and Upgrade Guide: page 167
Step 3
Upgrade PlantScape client applications Software Installation and Upgrade Guide: page 189 Repeat for each client computer
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Upgrading redundant PlantScape R500.1 servers to new computers References • Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Complete these forms Software Installation and Upgrade Guide • Site specification form
Upgrading redundant PlantScape R500.1 servers to new computers
Step 4
Upgrade from PlantScape R500.1 Software Installation and Upgrade Guide: page 167
Step 5
Upgrade PlantScape client applications Software Installation and Upgrade Guide: page 189 Repeat for each client computer
Step 1
Install Experion PKS server A Software Installation and Upgrade Guide: page 82
Step 2
Install Experion PKS server B Software Installation and Upgrade Guide: page 84
Step 3
Configure the servers Server and Client Configuration Guide
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Upgrading a PlantScape R500.1 server on the existing computer References • Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Complete these forms Software Installation and Upgrade Guide • Site specification form
Upgrading a PlantScape R500.1 server on the existing computer
Step 1
Upgrade a PlantScape R500.1 server Software Installation and Upgrade Guide: page 172
Step 2
Upgrade PlantScape client applications Software Installation and Upgrade Guide: page 189 Repeat for each client computer
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Upgrading redundant PlantScape R500.1 servers on existing computers References • Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Complete these forms Software Installation and Upgrade Guide • Site specification form
Upgrading redundant PlantScape R500.1 servers on existing computers
Step 5
Upgrade PlantScape client applications Software Installation and Upgrade Guide: page 189 Repeat for each client computer
Step 1
Prepare for the upgrade Software Installation and Upgrade Guide: page 176
Step 2
Upgrade server B Software Installation and Upgrade Guide: page 177
Step 3
Upgrade server A Software Installation and Upgrade Guide: page 179
Step 4
Complete the upgrade Software Installation and Upgrade Guide: page 181
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Upgrading PlantScape R500.1 ACE References • Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Complete these forms Software Installation and Upgrade Guide • Site specification form
Upgrading PlantScape R500.1 ACE
Step 1
Upgrade PlantScape R500.1 ACE Software Installation and Upgrade Guide: page 183
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Upgrading PlantScape R500.1 SCE References • Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Complete these forms Software Installation and Upgrade Guide • Site specification form
Upgrading PlantScape R500.1 SCE
Step 1
Upgrade PlantScape R500.1 SCE Software Installation and Upgrade Guide: page 186
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Upgrading PlantScape client applications References • Before you begin, read the Software Change Notice (SCN) and
the Planning Guide • Software Installation and Upgrade Guide • Knowledge Builder
Complete these forms Software Installation and Upgrade Guide • Site specification form
Upgrading PlantScape client applications
Step 1
Upgrade PlantScape client applications Software Installation and Upgrade Guide: page 189
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