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Document Title: PRODUCTION OF QCS SERVER AND ALLIANCE VIEW SERVER ON WINDOWS SERVER 2016 (X64) Document # 6510030225 REV 00 Where Used: 6510020593, 6510020594, 6510020600 Page 1 of 75 Senior Manager, Engineering: Manager, Engineering: Pasha,Syed DCC: Originator: Bangur, AjayKumar DATE: DATE: May 22, 2018 DATE: DATE: May 22, 2018 6510030225 Rev 00 Original Date Issued: May 22, 2018 Contents 1. About this Document ..................................................................................................................... 2 2. RAID Configuration (Optional) ..................................................................................................... 2 2.1. Starting the RAID Configuration Program .............................................................................. 2 2.2. Deleting RAID configuration .................................................................................................. 2 2.3. RAID Configuration ................................................................................................................ 2 2.4. Hot spare Configuration .......................................................................................................... 3 3. Overview of ESIS........................................................................................................................... 5 3.1.1. Setting up an ESIS repository .......................................................................................... 5 3.1.2. ESIS folder mapping ...................................................................................................... 14 4. Installing the Operating System for a QCS-Only Server ............................................................. 15 4.1. QCS Server Checklist ............................................................................................................ 15 4.2. QCS AV Server Checklist ..................................................................................................... 15 4.3. Windows Operating System Only Checklist ......................................................................... 15 5. Experion PKS System Installation ............................................................................................... 16 5.1. Generation of Configuration Files ......................................................................................... 16 5.1.1. Generating the Configuration Files for QCS Server ...................................................... 19 5.1.2. Generating the Configuration Files for QCS Alliance View Server .............................. 36 5.1.3. Generating the Configuration Files for Windows Operating system only ..................... 53 5.2. Installing the QCS Server ...................................................................................................... 60 5.3. Installing the QCS Alliance View Server .............................................................................. 64 5.4. Installing the Windows Operating System only .................................................................... 68 6. Display Properties configuration .................................................................................................. 73 7. Installing the RAE ........................................................................................................................ 75 Related documents EPDOC-XX36-en-501A – Experion Fault Tolerant Ethernet Installation and Service Guide 6510020622– Experion MX R701 Release and Installation Notes.

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Page 1: PRODUCTION OF QCS SERVER AND ALLIANCE VIEW SERVER ON ... · This document provides the procedure to install the Operating System for QCS Server and Alliance View Server using the

Document Title: PRODUCTION OF QCS SERVER AND ALLIANCE VIEW SERVER

ON WINDOWS SERVER 2016 (X64) Document # 6510030225

REV 00

Where Used: 6510020593, 6510020594, 6510020600 Page 1 of 75

Senior Manager, Engineering:

Manager, Engineering: Pasha,Syed

DCC:

Originator: Bangur, AjayKumar

DATE: DATE: May 22, 2018 DATE: DATE: May 22, 2018 6510030225 Rev 00 Original Date Issued: May 22, 2018

Contents 1. About this Document ..................................................................................................................... 2 2. RAID Configuration (Optional) ..................................................................................................... 2

2.1. Starting the RAID Configuration Program .............................................................................. 2 2.2. Deleting RAID configuration .................................................................................................. 2 2.3. RAID Configuration ................................................................................................................ 2 2.4. Hot spare Configuration .......................................................................................................... 3

3. Overview of ESIS ........................................................................................................................... 5 3.1.1. Setting up an ESIS repository .......................................................................................... 5 3.1.2. ESIS folder mapping ...................................................................................................... 14

4. Installing the Operating System for a QCS-Only Server ............................................................. 15 4.1. QCS Server Checklist ............................................................................................................ 15 4.2. QCS AV Server Checklist ..................................................................................................... 15 4.3. Windows Operating System Only Checklist ......................................................................... 15

5. Experion PKS System Installation ............................................................................................... 16 5.1. Generation of Configuration Files ......................................................................................... 16

5.1.1. Generating the Configuration Files for QCS Server ...................................................... 19 5.1.2. Generating the Configuration Files for QCS Alliance View Server .............................. 36 5.1.3. Generating the Configuration Files for Windows Operating system only ..................... 53

5.2. Installing the QCS Server ...................................................................................................... 60 5.3. Installing the QCS Alliance View Server .............................................................................. 64 5.4. Installing the Windows Operating System only .................................................................... 68

6. Display Properties configuration .................................................................................................. 73 7. Installing the RAE ........................................................................................................................ 75

Related documents

EPDOC-XX36-en-501A – Experion Fault Tolerant Ethernet Installation and Service Guide

6510020622– Experion MX R701 Release and Installation Notes.

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1. About this Document This document provides the procedure to install the Operating System for QCS Server and Alliance View Server using the Experion PKS System Initialization media. These instructions are applicable to Dell PowerEdge R330, Dell PowerEdge T330 Servers, and Virtual Machine running on Honeywell qualified vSphere Environment.

2. RAID Configuration (Optional) Dell Servers comes with QCS recommended RAID configurations. Follow the procedure given below to re-configure RAID or else proceed with the Step 3.

2.1. Starting the RAID Configuration Program After the system restarts, start the RAID Configuration program. To start the RAID Configuration program:

1. After the system restarts, a message appears, prompting you to press <Ctrl+R> to run the Configuration utility. RAID Configuration utility program starts.

2.2. Deleting RAID configuration Delete the existing RAID Configuration.

CAUTION: Deleting the RAID Volume deletes all the data from the Hard Disk.

To delete RAID Configuration:

1. Start the RAID Configuration Utility program. 2. Under Virtual Disk Management (VD Mgmt), select Controller PERC H730

Adapter (Bus 0x03, Dev 0x00) by using the UP/DOWN ARROW key. 3. Press F2 to view the options available. 4. Select Clear Config by using the UP/DOWN ARROW key.

A message prompting you to confirm to clear the configuration appears. 5. Answer YES to confirm.

2.3. RAID Configuration To setup RAID configuration:

1. Start the RAID Configuration Utility program. 2. Under Virtual Disk Management, select Controller PERC H730 Adapter (Bus

0x03, Dev 0x00) by using the UP/DOWN ARROW key. 3. Press F2 to view the options available. 4. Select Create New VD by using the UP/DOWN ARROW key. 5. Press [ENTER].

The Create New VD screen appears. 6. Press [TAB] key to select the RAID Level row.

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7. Press [ENTER] to view the list of RAID Level available. 8. Select RAID-5 from the list by using the UP/DOWN ARROW key, and then press

[ENTER]. 9. Press the [TAB] key to go to Physical Disks section. 10. Under Physical Disks, select drives 00:00, 00:01 and 00:02 by using SPACE key. 11. Press [TAB] key to go to VD Name field under Basic Settings section. 12. Under Basic Settings, type VD name in the VD Name field. For example: SYSTEM. 13. Press [TAB] key to go to Advanced Settings section and press SPACE key to select

it. 14. Press [TAB] key to move to Initialize row and press SPACE key to select it. 15. Press [TAB] key to move to OK and press [ENTER].

NOTE: Initialization deletes all the data in the virtual disk and a message appears prompting you to confirm deleting the data.

16. Select OK and press [ENTER] to continue.

NOTE: Ensure that Virtual Disk capacity is displayed as 100%.

17. Press [Esc] to exit. A message appears prompting you to confirm the exit.

18. Select OK and Press [ENTER].

2.4. Hot spare Configuration To setup Hot spare configuration:

1. Start the RAID Configuration Utility program. 2. Press <Ctrl+N> to go to PD Mgmt main window. 3. Under Physical Disk Management, select disk 00:03 by using the UP/DOWN

ARROW key. 4. Press F2 to view the options available. 5. Select Make Global HS from the list. 6. Press [ENTER].

A message appears prompting you to confirm the global hot spare to give priority to the enclosure in which it resides.

7. Select YES and press [ENTER].

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Figure 1 Hot spare Configuration

8. Press [Esc] to exit. A message prompting you to confirm the exit appears.

9. Select OK and press [ENTER] to confirm. 10. Press <Ctrl+Alt+Del> to restart the system

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3. Overview of ESIS ESIS can be set up only on a local hard drive, a portable USB hard drive, or a removable USB drive. Setting up ESIS includes installing Operating System (OS) and Experion software on a shared folder (the shared folder is created on ca hard drive or USB drive) which can be accessed over a network to perform Experion installation on one or more systems. ESIS provides a single repository for OS and Experion software on multiple systems simultaneously. ESIS can be updated for any media updates or new media releases.

3.1.1. Setting up an ESIS repository If you want to use the ESIS to perform installation/migration, you must set up an ESIS repository. The ESIS is a file server/file share. It is an accessible Windows node with account security, capable of hosting a share that has available disk space to host the Experion installation media. You can set up an ESIS to host the Experion software. The ESIS can be accessed using a network share, USB drive, or a removable hard drive for installation/migration of system software on Experion system nodes. If you use ESIS, you do not have to insert the software Medias into the Experion node to install the system software. ESIS repository consists of the following media:

• Experion Installation DVD 1 • Experion Installation DVD 2 • Experion PKS System Installation DVD • Experion PKS System Installation Updates DVD • SQL Server 2014 DVD • Experion Support and Maintenance DVD • Experion Updates DVD • Experion PDF Collection DVD • Windows 10 OS reinstallation DVD • Windows 2016 OS reinstallation DVD • Microsoft Updates DVD Prerequisites • On the ESIS node, you must disable McAfee On-Access Scan for your virus

protection software before setting up or updating ESIS. • The network link speed on the node where ESIS is being set up, must match the link

speed on the switch to which the node is connected (Link speed is 100 Mbps Full Duplex for an FTE-based network).

Attention

DO NOT install/setup ESIS on Experion nodes.

• You can create an ESIS repository on a local hard disk that can be accessed using a network share.

• For setting up an ESIS repository, the minimum space required on the ESIS server is 35 GB.

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NOTE: Depending upon your preferences for ESIS setup, the minimum size required for ESIS setup varies.

• You must have .Net Framework 2.0 or higher version installed on your computer for creating an ESIS repository.

• You can create the ESIS repository on the following operating systems: - Microsoft Windows 10 Enterprise (64-bit) - Microsoft Windows Server 2008 (64-bit) - Microsoft Windows Server 2016 Standard (x64) (64-bit)

• The ESIS and Experion Migration Storage Node (EMSN) can be hosted on the same server. When hosted on the same node, while connecting to EMSN or ESIS, ensure to use the same account (with same permission) during migration.

To set up an ESIS repository 1. Insert Experion Installation DVD 1.

The Honeywell Experion PKS Installer screen is displayed.

Attention

If auto run is disabled on a system and Honeywell Experion PKS Installer screen does not appear, perform the following steps:

1. Using the Windows Explorer, browse to the cdbrowse path (X:\Browser),

2. Double-click cdbrowse.exe.

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2. Click Setup an Experion Software Installation Server.

Attention

If the ESIS tool fails to start and an error message Net 2.0 or higher needs to be installed is displayed.

• Administrator with “CoreAdmin” privileges in Terminal Manager can access the Standard Workflow Configuration Tool.

• Click OK to exit

• Navigate to <Install Media>\Packages\Microsoft\DotNet3.5\dotnetfx35.exe, and install .Net framework 3.5 Or

• Add .Net 2.0 by starting Experion PKS System Initializationmedia\Packages\Software\Net_Framework\2.0\Dotnetfx.exe.

The Welcome to ESIS page is displayed.

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The options in the Welcome to ESIS page are as follows:

• Create a new ESIS repository • Upgrade existing ESIS repository • Resume a failed ESIS repository creation • Remove an existing ESIS repository

Attention

When the ESIS Preparation Utility is started on the node for the first time, only the option Create a New ESIS Repository is selected by default and all the other options are unavailable.

3. Select Create a New ESIS Repository if not already selected and click Next. The Select a path dialog box is displayed.

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4. Click Browse to select the destination folder for the ESIS repository.

Attention

The destination folder must be located only on USB drives, removable hard drives, or local system drives.

If you select local system drive, a message prompting to share the destination location is displayed.

Perform the following steps:

• Click OK. • In the <Folder Name> Properties dialog box, select Sharing.

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• Select Share this folder. • Enter the Share name. • Click Permissions to assign the share permissions.

NOTE: Read permission is required for ESIS share.

• Click OK. 5. Click Next. 6. The Select media page is displayed.

Select the check boxes next to the name of the media you want to select for ESIS repository creation.

NOTE: Apart from mandatory media select Experion PDF Collection DVD, OS DVDs and Microsoft Updates DVD.

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7. Click Start.

The following dialogue box appears:

8. Click Ok.

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The Status Display page is displayed.

• The selected media is displayed on the left pane of the Status Display page. • The Current step displays the progress of the current media being copied. • The Overall Progress displays the progress of all the media being copied. • The Description displays a message related to the current media being copied.

9. When one media is successfully copied, the dialogue box appears to change the DVD.

10. Insert the DVDs as per the system instructions. This will be repeated on completion of

all Medias.

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11. Click Ok. 12. After all the selected media are successfully copied, the Description is updated as

ESIS Repository [<Name>] created successfully at <Destination Location>.

13. Click Finish.

Attention

Ensure that you enable On Access Scan for your antivirus after you have completed the ESIS setup.

14. Click on Close to exit the Honeywell - Experion PKS Installer – R501.

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3.1.2. ESIS folder mapping The following table provides the naming information of ESIS folder mapping.

System Installation Medias ESIS folder mapping

Experion® PKS Installation DVD 1 D_EID1

Experion® PKS Installation DVD 2 D_EID2

Experion® PKS Support Software DVD D_SUP

Microsoft® SQL Server® 2014 Standard DVD D_SQL

Experion® Support and Maintenance (ESM) DVD D_ESM

Experion® PKS System Initialization DVD Release R201.2 (or Later*)

D_EXP

Experion® PKS System Initialization Updates DVD Release R201.2 (or Later*)

D_EXP_UPD

Experion® PKS PDF Collection D_PDF

Microsoft Windows 10 Enterprise 64-bit HPS OS reinstallation media

D_WIN10

Microsoft Windows Server 2016 Standard 64-bit (x64) HPS Reinstallation DVD

D_WIN2016

Microsoft Updates DVD (or Later*) D_MS_UPD

Experion® Updates DVD D_UPD

* Check QCS Compatibility Matrix for the latest version of Initialization Medias.

NOTE: For more information about ESIS creation and setup, refer to the Software_Installation_Users_Guide_EPDOC-X136-en-501A.

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4. Installing the Operating System for a QCS-Only Server You must perform the following tasks to create the QCS Server for RAE R70x.x systems.

4.1. QCS Server Checklist Task See Section Completed?

Experion PKS System Installation 5

Generation of Configuration Files 5.1

Generating the Configuration Files for QCS Server 5.1.1

Installing the QCS Server 5.2

Display Properties configuration 6

Installing the RAE 7

Table 1 QCS Server configuration steps

4.2. QCS AV Server Checklist Task See Section Completed?

Experion PKS System Installation 5

Generation of Configuration Files 5.1

Generating the Configuration Files for QCS Alliance View Server 5.1.2

Installing the QCS Alliance View Server 5.3

Display Properties configuration 6

Installing the RAE 7

Table 2 QCS AV Server configuration steps

4.3. Windows Operating System Only Checklist Task See Section Completed?

Experion PKS System Installation 5

Generation of Configuration Files 5.1

Generating the Configuration Files for Windows Operating system only 5.1.3

Installing the Windows Operating System only 5.4

Display Properties configuration 6

Installing the RAE 7

Table 3 Windows Operating System only configuration steps

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5. Experion PKS System Installation

CAUTION:

Users must use the Experion PKS System Initialization R201.2 (or Later *) media along with the HPS Operating System Reinstallation media to install the Windows Server 2016 (X64) operating system on the Honeywell qualified PowerEdge R330 and PowerEdge T330 machines. * Check QCS Compatibility Matrix for the latest version of Initialization Medias.

For detailed information on above media refer to the latest Experion PKS System Initialization Media Software Change Notice (SCN).

5.1. Generation of Configuration Files Prerequisites

• The ESIS section (Section 3) must be completed before generation of configuration files.

• You need another Windows computer with a CD/DVD ROM (Microsoft Windows 10 (64-bit) or Microsoft Windows Server 2008 (64-bit) or Microsoft Windows Server 2016 Standard (x64) (64–bit)) to generate the configuration files for the target machine.

• The configuration files must be saved to a USB flash drive or on any removable disk. You will need to use these configuration files along with Experion PKS System Initialization media to install the Operating System with/without Product Install on the target computer.

To generate the configuration files for the target machine, perform the following steps.

NOTE:

Acknowledge the user account control dialog box, if it appears. It is not necessary or mandatory for the user account control dialog box to appear during the installation process. This information is applicable for the remainder of this manual, unless explicitly stated otherwise.

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1. Browse to ESIS repository and navigate to Setup.exe.

2. Right click on Setup.exe and click Run as administrator. 3. If the User Account Control dialog box appears with a message, then Click Yes

The Welcome To ESIS Tool dialog box appears.

4. Select OS preparation with/without Product Install. 5. Click Next.

The Experion PKS System Initialization Wizard appears.

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6. Select Generate Configuration files. 7. Click Next.

NOTE:

If the configuration files are already generated for the target machine, select Modify existing configuration files. Click Browse to browse to the configuration files and select the InitMediaOptions.xml file. Click Next. The subsequent dialog boxes are displayed according to the selections made as per the configuration files. You can modify the selections if required.

To generate the configuration files for the QCS Server, QCS AV Server and Operating system only refer the below table.

Scenarios Sections to follow

Generating the Configuration Files for QCS Server 5.1.1

Generating the Configuration Files for QCS Alliance View Server 5.1.2

Generating the Configuration Files for Windows Operating system only 5.1.3

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5.1.1. Generating the Configuration Files for QCS Server To generate the configuration files for target machine as QCS server using Experion PKS System Initialization Media, perform the following steps.

1. Select Generate Configuration files from Experion PKS System Initialization Wizard and click Next. The Platform Configuration dialog box appears.

2. Select the following in Platform Configuration:

• From Choose Configuration, select Reinstall OS and Configure System in Platform Configuration.

• Check the Product Installation box. • From Product Installation, select R501.X from the drop-down list. • From Select Platform, select Server and select the PowerEdge R330 for the

target machine from the drop-down list.

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NOTE

If you are installing QCS server in Virtual Machine make sure you follow the below step:

From Select Platform, select Server and select the VMware Virtual Platform for the target machine from the drop-down list.

• From Select Operating System, select Server and choose the Windows Server 2016 (X64) from drop-down list.

• Click Next. The Operating System Configuration dialog box appears.

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3. Select the following in the System Settings:

• Select English (United States) from the Local Language drop-down list. • Select the Time Zone appropriate to the geographical location where the system is

used from the Time Zone drop-down list. • Enter the Computer Name.

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Naming restrictions • The computer name must be 15 characters or less in length and with an alphabetic

and numeric character (“a to z” or “A to Z” or “0-9”) and cannot contain spaces or other non-standard characters.

• The QCS Server computer name must not end with letters A or B. • Enter the Company Name. • Enter the Customer Name.

NOTE: For the Company Name and Customer Name do not use special characters.

• Enter the Workgroup Name. 4. In the Security Password Details:

• In the Security Password and Confirm Security Password boxes, type the password.

5. In the Account box, type User Account Name (QCSAdmin). • In the Password and Confirm Password boxes, type the password.

NOTE:

Ensure to create a strong and unique password. Following are the criteria for ensuring a strong password.

• Must not contain the user’s account name or parts of the user’s full name that exceed two consecutive characters.

• Must be minimum of 6 characters and maximum 32 characters in length.

• Must begin with an alphabet and the must be in uppercase.

• Must contain characters from three of the following four categories.

– English uppercase characters (A through Z).

– English lowercase characters (a through z).

– Base 10 digits (0 through 9).

– Non-alphabetical characters (- @ # $ % ^ & + = ' ~! * ( ) _ + = { }\\ | : ; \ " < >, . ? /). Space is also a non-alphabetical character.

• The Security Password shall be used to protect the secured data (Example: Windows User Accounts password) during the installation and will be discarded after completing the installation. (Security password must be 6-20 Characters)

6. Click Next.

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The Network and Input/output Device Information dialog box appears.

7. If configuring the systems with FTE, proceed with Step 9. 8. For configuring the system with Ethernet, select the Network Type as Ethernet,

select the No. of Adapters as One from the drop-down list and Network Link Speed as 100 mbps Full Duplex. • The configuration of a network port can be changed by selecting it and clicking the

TCP/IP Properties for NIC button. • The IP Address dialog box appears and enter the required details. • Click Ok. Skip to Step 11.

9. In the Network Configuration • Select the Network Type as FTE for systems with FTE • Select No. of Adapters as Two for systems with FTE • The configuration of a network port can be changed by selecting and clicking

TCP/IP Properties for NIC button. 10. In the FTE Configuration

• Type the Multicast Address • Type the Device Index • Type the UDP Source Port • Type UDP Destination Port • Provide a Friendly Name

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11. In the I/O details, ensure the following settings are selected: • Single monitor option. • 1280x1024 resolution option.

NOTE: For detailed information about FTE installation and configuration refer to Fault Tolerant Ethernet Installation and Service Guide - EPDOC-XX36-en-500A.

12. Click Next. 13. Read through the Confirmation Configuration Summary details.

14. Click Generate Product Install Config. Files.

The Welcome to the Honeywell Experion PKS R501.1 Installation Setup dialog box appears.

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15. Click Next.

The license Agreement dialog box appears.

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16. Select I accept the terms in the License agreement. 17. Click Next.

The Setup type of Node to install dialog box appears. 18. Select Server (ESV). 19. Click Next.

The User and License Information dialog box appears.

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20. In the Customer Information section, enter the Name and Company Name. 21. In the Experion System Software section, click Browse to import the License file. 22. Click Next.

The Installation Path(s) Selection dialog box appears.

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23. Click Next. The default installation paths must be used. The RAE software does not

support Custom Install Paths (CIP). The Experion Network Selection dialog box appears.

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24. Choose a Network type and click Next.

• If you are selecting FTE as the Network type, then the FTE Boot and NTP IP Address Configuration dialog box appears.

– Enter the appropriate information in the displayed fields for Base IP Address, Subnet Mask, Default Gateway, NTP First IP Address and NTP Second IP Address.

• If you are selecting Ethernet, the EthNet_Sim and NTP IP Address Configuration dialog box appears.

– Enter the appropriate information in the displayed fields for Base IP Address, Subnet Mask, Default Gateway, NTP First IP Address and NTP Second IP Address.

25. Click Next. The Feature and Options Selection dialog box appears.

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26. Click Custom. 27. Uncheck HMIWeb Solution Pack Runtime. 28. Check EMDB Server, Experion PKS System Document and Experion PKS SCN,

Installation and Microsoft Updates. 29. Click Next.

The Experion Accounts Password Entry dialog box appears.

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30. Type a strong password for all the accounts created during installation. For each of the applicable account, in the Password and Confirm Password boxes, type the password.

NOTE:

Password for the accounts must adhere to the following rules.

• Must not contain the user’s account name or parts of the user’s full name that exceed two consecutive characters.

• Must be minimum of 6 characters and maximum 32 characters in length.

• Must contain characters from three of the following four categories.

– English uppercase characters (A through Z).

– English lowercase characters (a through z).

– Base 10 digits (0 through 9).

– Non-alphabetical characters (- @ # $ % ^ & + = ' ~! * ( ) _ + = { }\\ | : ; \ " < >, . ? /). Space is also a non-alphabetical character.

• Type the confirmation password for each applicable account.

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31. Click Next. The Experion Accounts Password Entry dialog box appears.

32. Type a password for all the accounts created during installation. For each of the

applicable account, in the Password and Confirm Password boxes, type the password. 33. Click Next.

The Summary dialog box appears.

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34. Click Continue.

The Confirmation summary dialog box appears.

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35. Click Save Config. Files. 36. Save the Configuration files to a USB flash drive. Click OK.

The Experion PKS System Initialization dialog box appears indicating that Configuration files are saved successfully.

37. Click OK. 38. Click Finish on Confirmation summary dialog box.

The Honeywell Experion System Initialization – Dialog Manager dialog box appears.

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39. Read the instructions on the Honeywell Experion PKS System Initialization

R201.X – DialogManager. 40. Click OK.

Close the Honeywell- Experion PKS System Initialization window.

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5.1.2. Generating the Configuration Files for QCS Alliance View Server To generate the configuration files for target machine as QCS Alliance View Server using Experion PKS System Initialization Media, perform the following steps.

1. Select Generate Configuration files from Experion PKS System Initialization Wizard and click Next. The Platform Configuration dialog box appears.

2. Select the following in Platform Configuration:

• From Choose Configuration, select Reinstall OS and Configure System in Platform Configuration.

• Check the Product Installation box. • From Product Installation, select R501.X from the drop-down list. • From Select Platform, select Server and select the PowerEdge R330 or

PowerEdge T330 for the target machine from the drop-down list.

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NOTE

If you are installing QCS Alliance View Server in Virtual Machine, make sure you follow the below step:

From Select Platform, select Server and select the VMware Virtual Platform for the target machine from the drop-down list.

• From Select Operating System, select Server and choose the Windows Server 2016 (X64) from drop-down list.

• Click Next. The Operating System Configuration dialog box appears.

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3. Select the following in the System Settings:

• Select the English (United States) from the drop-down list. • Select the Time Zone from the drop-down list appropriate to the geographical

location where the system is used. • Enter the Computer Name.

Naming restrictions • The computer name must be 15 characters or less in length and with an alphabetic

and numeric character (“a to z” or “A to Z” or “0-9”) and cannot contain spaces or other non-standard characters.

• The QCS Server computer name must not end with letters A or B. • Enter the Company Name. • Enter the Customer Name.

NOTE: For the Company Name and Customer Name do not use special characters.

• Enter the Workgroup Name. 4. In the Security Password Details:

• In the Security Password and Confirm Security Password boxes, type the password.

5. In the Account box, type User Account Name (QCSAdmin).

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• In the Password and Confirm Password boxes, type the password.

NOTE:

Ensure to create a strong and unique password. Following are the criteria for ensuring a strong password.

• Must not contain the user’s account name or parts of the user’s full name that exceed two consecutive characters.

• Must be minimum of 6 characters and maximum 32 characters in length.

• Must begin with an alphabet and the must be in uppercase.

• Must contain characters from three of the following four categories.

– English uppercase characters (A through Z).

– English lowercase characters (a through z).

– Base 10 digits (0 through 9).

– Non-alphabetical characters (- @ # $ % ^ & + = ' ~! * ( ) _ + = { }\\ | : ; \ " < >, . ? /). Space is also a non-alphabetical character.

• The Security Password shall be used to protect the secured data (Example: Windows User Accounts password) during the installation and will be discarded after completing the installation. (Security password must be 6-20 Characters).

6. Click Next.

The Network and Input/output Device Information dialog box appears.

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7. For configuring the systems with FTE, proceed with Step 9. 8. For configuring the system with Ethernet, select the Network Type as Ethernet,

select the No. of Adapters as One from the drop-down list and Network Link Speed as 100 mbps Full Duplex. • The configuration of a network port can be changed by selecting it and clicking the

TCP/IP Properties for NIC button. • The IPAddress dialog box appears and enter the required details. • Click Ok. Skip to Step 11.

9. In the Network Configuration, select the following: • Select the Network Type as FTE for systems with FTE • Select No. of Adapters as Two for systems with FTE • The configuration of a network port can be changed by selecting it and clicking the

TCP/IP Properties for NIC button. 10. In the FTE Configuration:

• Type the Multicast Address • Type the Device Index • Type the UDP Source Port • Type UDP Destination Port

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• Provide a Friendly Name.

NOTE: For detailed information about FTE installation and configuration refer to Fault Tolerant Ethernet Installation and Service Guide - EPDOC-XX36-en-501A

11. In the I/O details, ensure the following settings are selected: • Single monitor option. • 1280x1024 resolution option.

12. Click Next. 13. Read through the Confirmation Configuration Summary details.

14. Click Generate Product Install Config. Files.

The Welcome to the Honeywell Experion PKS R501.1 Installation Setup dialog box appears.

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15. Click Next.

The license Agreement dialog box appears.

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16. Select I accept the terms in the License agreement. 17. Click Next.

The Setup type of Node to install dialog box appears.

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18. Select Flex Station (ES-F). 19. Click Next.

The User and License Information dialog box appears.

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20. In the Customer Information section, enter the Name and Company Name. 21. Select Do Not Install Software under Do you want to Install Licensed feature? 22. Select No under Are there licensed TPS Components to install? 23. Click Next.

The Installation Path(s) Selection dialog box appears.

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24. Click Next. The default installation paths must be used. The RAE software does not

support Custom Install Paths (CIP). The Experion Network Selection dialog box appears.

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25. Select Network for communicating between Experion Nodes (Server Client or

Supervisory) as FTE or Ethernet. 26. Click Next.

The Feature and Options Selection dialog box appears.

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27. Click Custom. 28. Uncheck Signon Manager and HMIWeb Solution Pack Runtime.

NOTE:

For QCS Alliance View, the following features are optional

• Experion PKS System Document

• Experion PKS SCN, Installation….

• Microsoft Updates

29. Click Next.

The Experion Accounts Password Entry dialog box appears.

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30. Type a strong password for all the accounts created during installation. For each of the

applicable account, in the Password and Confirm Password boxes, type the password.

NOTE:

Password for the accounts must adhere to the following rules.

• Must not contain the user’s account name or parts of the user’s full name that exceed two consecutive characters.

• Must be minimum of 6 characters and maximum 32 characters in length.

• Must contain characters from three of the following four categories.

– English uppercase characters (A through Z).

– English lowercase characters (a through z).

– Base 10 digits (0 through 9).

– Non-alphabetical characters (- @ # $ % ^ & + = ' ~! * ( ) _ + = { }\\ | : ; \ " < >, . ? /). Space is also a non-alphabetical character.

• Type the confirmation password for each applicable account.

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31. Click Next. The Summary dialog box appears.

32. Click Continue.

The Confirmation summary dialog box appears.

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33. Click Save Config. Files. 34. Save the Configuration files to a USB flash drive. Click OK.

The Experion PKS System Initialization dialog box appears indicating that Configuration files are saved successfully.

35. Click OK. 36. Click Finish on Confirmation summary dialog box.

The Honeywell Experion System Initialization – Dialog Manager dialog box appears.

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37. Read the instructions on the Honeywell Experion PKS System Initialization R201.X – DialogManager.

38. Click OK. Close the Honeywell- Experion PKS System Initialization window.

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5.1.3. Generating the Configuration Files for Windows Operating system only The below procedure is for operating systems such as VMware vSphere Client and VMware Workstation. To generate the configuration files for target machine as Windows Operating System only using Experion PKS System Initialization Media, perform the following steps.

1. Select Generate Configuration files from Experion PKS System Initialization Wizard and click Next. The Platform Configuration dialog box appears.

2. Select the following in Platform Configuration:

• From Choose Configuration, select Reinstall OS and Configure System in Platform Configuration.

• Uncheck Product Installation.

NOTE: This check box must be unchecked since the OS Installation needs to be completed before installing the product software.

• From Select Platform, select Server and select the PowerEdge R330 or PowerEdge T330 for the target machine from the drop-down list.

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NOTE

If you are installing QCS server in Virtual Machine, make sure you follow the below step:

From Select Platform, select Server and select the VMware Virtual Platform for the target machine from the drop-down list.

• From Select Operating System, select Server and choose the Windows Server

2016 (X64) from drop-down list. • Click Next. The Operating System Configuration dialog box appears.

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3. Select the following in the System Settings:

• Select the English (United States) from the drop-down list. • Select the Time Zone from the drop-down list appropriate to the geographical

location where the system is used. • Enter the Computer Name.

Naming restrictions • The computer name must be 15 characters or less in length and with an alphabetic

and numeric character (“a to z” or “A to Z” or “0-9”) and cannot contain spaces or other non-standard characters.

• The QCS workstation computer name must not end with letters A or B. • Enter the Company Name. • Enter the Customer Name.

NOTE: For the Company Name and Customer Name do not use special characters.

• Enter the Workgroup Name. 4. In the Security Password Details:

In the Security Password and Confirm Security Password boxes, type the password.

5. In the Account box, type User Account Name (QCSAdmin).

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In the Password and Confirm Password boxes, type the password.

NOTE:

Ensure to create a strong and unique password. Following are the criteria for ensuring a strong password.

• Must not contain the user’s account name or parts of the user’s full name that exceed two consecutive characters.

• Must be minimum of 6 characters and maximum 32 characters in length.

• Must begin with an alphabet and the must be in uppercase.

• Must contain characters from three of the following four categories.

– English uppercase characters (A through Z).

– English lowercase characters (a through z).

– Base 10 digits (0 through 9).

– Non-alphabetical characters (- @ # $ % ^ & + = ' ~! * ( ) _ + = { }\\ | : ; \ " < >, . ? /). Space is also a non-alphabetical character.

• The Security Password shall be used to protect the secured data (Example: Windows User Accounts password) during the installation and will be discarded after completing the installation. (Security password must be 6-20 Characters).

6. Click Next.

The Network and Input/output Device Information dialog box appears.

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7. For configuring the systems with FTE, proceed with Step 9. 8. For configuring the system with Ethernet, select the Network Type as Ethernet,

select the No. of Adapters as One from the drop-down list and Network Link Speed as 100 mbps Full Duplex. • The configuration of a network port can be changed by selecting it and clicking the

TCP/IP Properties for NIC button. The IP Address dialog box appears and enter the required details.

• Click Ok. Skip to Step 11. 9. In the Network Configuration, select the following:

• Select the Network Type as FTE for systems with FTE • Select No. of Adapters as Two for systems with FTE • The configuration of a network port can be changed by selecting it and clicking the

TCP/IP Properties for NIC button. 10. In the FTE Configuration:

• Type the Multicast Address • Type the Device Index • Type the UDP Source Port • Type UDP Destination Port

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• Provide a Friendly Name.

NOTE: For detailed information about FTE installation and configuration refer to Fault Tolerant Ethernet Installation and Service Guide - EPDOC-XX36-en-501A

11. In the I/O details, ensure the following settings are selected: • Single monitor option. • 1280x1024 resolution option.

12. Click Next. 13. Read through the Confirmation Configuration Summary details.

14. Click Save Config. Files. 15. Save the Configuration files to a USB flash drive. Click OK.

The Experion PKS System Initialization dialog box appears indicating that Configuration files are saved successfully.

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16. Click OK. 17. Click Finish on Confirmation summary dialog box.

The Honeywell Experion System Initialization – Dialog Manager dialog box appears.

18. Read the instructions on the Honeywell Experion PKS System Initialization

R201.X – DialogManager. 19. Click OK. 20. Close the Honeywell- Experion PKS System Initialization window.

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5.2. Installing the QCS Server To install the desktop server machine using Experion PKS System Initialization Media, perform the following steps.

1. Insert the Experion PKS System Initialization R201.X (or Later*) media, connect the USB flash drive that has the configuration files (created for the target machine in Section 5.1) and connect the network share, USB drive, or a removable hard drive and the re-start the computer. * Check QCS Compatibility Matrix for the latest version of Initialization Medias.

2. Watch the monitor while it restarts and press any key when you see the message Press any key to boot from CD or DVD. The Windows is loading files message appears.

The Experion PKS System Initialization Pre-Install Utility window appears.

3. Click Browse and select the path where the configuration files are saved. 4. Select InitMediaOptions.xml files. 5. Click Open.

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6. Click Next. The Experion PKS System Initialization Pre-Install Utility dialog box appears.

7. In the Configuration details, select the following:

• Partitions count as Two from the drop-down list. • Type the size of Primary partition as 150 GB.

NOTE:

If you are installing QCS server in Virtual Machine make sure you follow the below steps: In the Configuration details, select the following: - Partitions count as One from the drop-down list. - Type the size of Primary partition as 150 GB.

8. Type the security password details in the Security Password box.

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9. Select appropriate location for installation media.

- If you select ESIS from Network as appropriate location, continue with Step 10. - If you select ESIS from USB drive as appropriate location, Continue with Step

11. 10. In the Information for connecting to ESIS share:

- Browse and give the ESIS path. - Enter the User name. - Enter the Password.

11. Under Information for connecting to ESIS share, Browse and give ESIS path. 12. Click Next.

The Honeywell License Agreement dialog box appears. 13. Read the license agreement and select I accept the terms in the license agreement. 14. Click Install.

A warning message appears indicating that the disk contents and partition will be deleted.

15. Click Yes to continue. 16. The Experion PKS System initialization preparing for Operating System

installation dialog box appears.

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The Windows Setup dialog box appears.

17. The Installing Window dialog box displays the status of the Operating System installation

18. During the installation, your computer restarts several times. 19. After the required installations are completed, a message should appear in the

Experion PKS-Status Display dialog box confirming the Experion PKS System Initialization Installation completed successfully.

20. Click Yes to restart the system.

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5.3. Installing the QCS Alliance View Server To install the QCS Alliance View Server machine using Experion PKS System Initialization Media, perform the following steps.

1. Insert the Experion PKS System Initialization R201.X (or Later*) media, connect the USB flash drive that has the configuration files (created for the target machine in Section 5.1.2) and connect the network share, USB drive, or a removable hard drive and the re-start the computer. * Check QCS Compatibility Matrix for the latest version of Initialization Medias.

2. Watch the monitor while it restarts and press any key when you see the message Press any key to boot from CD or DVD. The Windows is loading files message appears.

The Experion PKS System Initialization Pre-Install Utility window appears.

3. Click Browse and select the path where the configuration files are saved. 4. Select InitMediaOptions.xml files. 5. Click Open. 6. Click Next.

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The Experion PKS System Initialization Pre-Install Utility dialog box appears.

7. In the Configuration details, select the following:

• Partitions count as Two from the drop-down list. • Type the size of Primary partition as 150 GB.

NOTE:

If you are installing QCS Alliance View Server in Virtual Machine make sure you follow the below steps: In the Configuration details, select the following: - Partitions count as One from the drop-down list. - Type the size of Primary partition as 150 GB.

8. Type the security password details in the Security Password box.

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9. Select appropriate location for installation media.

- If you select ESIS from Network as appropriate location, continue with Step 10. - If you select ESIS from USB drive as appropriate location, Continue with Step

11. 10. In the Information for connecting to ESIS share:

- Browse and give the ESIS path. - Enter the User name. - Enter the Password.

11. Under Information for connecting to ESIS share, Browse and give ESIS path. 12. Click Next.

The Honeywell License Agreement dialog box appears. 13. Read the license agreement and select I accept the terms in the license agreement. 14. Click Install.

A warning message appears indicating that the disk contents and partition will be deleted.

15. Click Yes to continue. 16. The Experion PKS System initialization preparing for Operating System

installation dialog box appears.

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The Windows Setup dialog box appears.

17. The Installing Window dialog box displays the status of the Operating System installation

18. During the installation, your computer restarts several times. 19. After the required installations are completed, a message should appear in the

Experion PKS-Status Display dialog box confirming the Experion PKS System Initialization Installation completed successfully.

20. Click Yes to restart the system.

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5.4. Installing the Windows Operating System only To install the desktop server machine using Experion PKS System Initialization Media, perform the following steps.

1. Insert the Experion PKS System Initialization R201.X (or Later*) media, connect the USB flash drive that has the configuration files (created for the target machine in Section 5.1.3) and connect the network share, USB drive, or a removable hard drive and the re-start the computer. * Check QCS Compatibility Matrix for the latest version of Initialization Medias.

2. Watch the monitor while it restarts and press any key when you see the message Press any key to boot from CD or DVD. The Windows is loading files message appears.

The Experion PKS System Initialization Pre-Install Utility window appears.

3. Click Browse and select the path where the configuration files are saved. 4. Select InitMediaOptions.xml files. 5. Click Open.

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6. Click Next. The Experion PKS System Initialization Pre-Install Utility dialog box appears.

7. In the Configuration details, select the following:

• Partitions count as Two from the drop-down list. • Type the size of Primary partition as 150 GB.

8. Type the security password details in the Security Password box.

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9. Select appropriate location for installation media.

- If you select ESIS from Network as appropriate location, continue with Step 10. - If you select ESIS from USB drive as appropriate location, Continue with Step

11. 10. In the Information for connecting to ESIS share:

- Browse and give the ESIS path. - Enter the User name. - Enter the Password.

11. Under Information for connecting to ESIS share, Browse and give ESIS path. 12. Click Next.

The Honeywell License Agreement dialog box appears. 13. Read the license agreement and select I accept the terms in the license agreement. 14. Click Install.

A warning message appears indicating that the disk contents and partition will be deleted.

15. Click Yes to continue. 16. The Experion PKS System initialization preparing for Operating System

installation dialog box appears.

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The Windows Setup dialog box appears.

17. The Installing Window dialog box displays the status of the Operating System installation

18. During the Windows installation, your computer restarts several times. 19. After the required installations are completed, a message should appear in the

Experion PKS-Status Display dialog box confirming the Experion PKS System Initialization Installation completed successfully.

20. Click Ok to restart the system.

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NOTE:

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

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6. Display Properties configuration To configure the display properties

1. Right-click on the desktop, and then click Display Settings from the shortcut menu. The Settings dialog box appears.

2. Set Change the size of text, apps, and other items as 100% (Recommended)

option. 3. Click Advanced display settings.

The Customize your display dialog box appears.

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4. Under Resolution, move the Slider to set a screen resolution of 1280x1024 in drop-down list.

5. Click Apply. 6. The Display Settings message appears, prompting you to keep the display settings

you have configured.

7. Click Keep Changes. 8. Click Display adapter properties under Related settings. 9. The Generic PnP Monitor and Microsoft Basic Display Adapter Properties dialog

box appears.

10. Click the Monitor tab. 11. Under Screen refresh rate, select 60 Hertz. 12. Click Apply.

The Display Settings message appears, prompting you to keep the display settings you have configured.

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13. Click Keep changes. 14. Click OK. 15. Close the Display dialog box.

7. Installing the RAE To install RAE R70x.x on the Server, refer to the manual: Experion MX R701 Release and Installation Notes p/n 6510020622.