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Instruction Manual Exaquantum Installation Guide IM 36J04A13-01E IM 36J04A13-01

Instruction Manual Exaquantum Installation Guide IM 36J04A13-01E IM 36J04A13-01E © Yokogawa December 28 2005 6th Edition Issue B Exaquantum Installation Guide i IM 36J04A13-01E 6th Edition Issue B December 28 2005 Copyright and Trademark Notices © 2006 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 2000, Windows XP, Microsoft Word, Microsoft Excel, Microsoft Office 97, Microsoft Office 2000, Visual Basic, Visual C++, SQL Server, 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 IM 36J04A13-01E 6th Edition Issue B December 28 2005 Highlights The Highlights section gives details of the changes made since the previous issue of this document. Summary of Changes This is the 6th Edition of the document. Detail of Changes The changes are as follows. Chapter/Section/Page Change Exaquantum Installation Guide iii IM 36J04A13-01E 6th Edition Issue B December 28 2005 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 1 General Information (IM 36J04A12-01E) Exaquantum Installation Guide (IM 36J04A13-01E) Exaquantum Engineering Guide Volume 1 Administration (IM 36J04A15-01E) Exaquantum Engineering Guide Volume 2 Network Configuration (IM 36J04A15-02E) Exaquantum Engineering Guide Volume 3 Support Tools (IM 36J04A15-03E) Exaquantum API Reference Manual (IM 36J04A14-01E) Exaquantum Engineering Guide Volume 4 Web Authoring (IM 36J04A15-04E) Exaquantum/Explorer User's Manual Volume 2 Custom Controls (IM 36J04A12-02E) Exaquantum/Explorer User's Manual Volume 3 Microsoft Excel Reports (IM 36J04A12-03E) Exaquantum/Explorer User's Manual Volume 4 Advanced Configuration (IM 36J04A12-04E) iv Contents IM 36J04A13-01E 6th Edition Issue B December 28 2005 Table of Contents Copyright and Trademark Notices.................................................................................... i Highlights......................................................................................................................... ii Exaquantum Document Set............................................................................................. iii Table of Contents............................................................................................................ iv 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............................................................................................................................... 1-5 Before Contacting Yokogawa Support ......................................................................... 1-5 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 Exaquantum Installation Guide v IM 36J04A13-01E 6th Edition Issue B December 28 2005 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 Synchronisation........................................................................................... 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 Chapter 3 Prerequisites.............................................................................................................3-1 3.1 Overview............................................................................................................................ 3-1 3.2 Exaquantum Prerequisites CD ........................................................................................... 3-2 3.3 Combined Server Prerequisites.......................................................................................... 3-3 Hardware Requirements................................................................................................ 3-3 Software Prerequisites .................................................................................................. 3-3 3.4 Exaquantum/PIMS Server Prerequisites............................................................................ 3-4 Hardware Requirements................................................................................................ 3-4 Software Prerequisites .................................................................................................. 3-5 3.5 Exaquantum/Web Server Prerequisites.............................................................................. 3-6 Hardware Requirements................................................................................................ 3-6 Software Prerequisites .................................................................................................. 3-6 3.6 Exaquantum/Explorer Client Prerequisites........................................................................ 3-7 Hardware Requirements................................................................................................ 3-7 Software Prerequisites .................................................................................................. 3-7 3.7 Exaquantum/Web Client Prerequisites .............................................................................. 3-8 Hardware Requirements................................................................................................ 3-8 Software Prerequisites .................................................................................................. 3-8 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 vi Contents IM 36J04A13-01E 6th Edition Issue B December 28 2005 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 CD ............................................................................................. 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 5.9 Prerequisites –Running Dialog Screens ........................................................................... 5-11 Installing Windows 2000 Service Pack 4....................................................................5-11 SQL Server Installation............................................................................................... 5-12 .NET Runtime Installation .......................................................................................... 5-14 HIS Exaopc Client Installation.................................................................................... 5-14 5.10 Prerequisites – Install Completed..................................................................................... 5-15 5.11 Exaquantum – Installation Start ....................................................................................... 5-15 5.12 Exaquantum - Welcome................................................................................................... 5-16 5.13 Exaquantum – License Agreement................................................................................... 5-17 5.14 Exaquantum – Customer Information .............................................................................. 5-18 5.15 Exaquantum – Destination Location................................................................................ 5-19 5.16 Exaquantum – Select Features ......................................................................................... 5-20 5.17 Exaquantum – Password Information .............................................................................. 5-21 5.18 Exaquantum – Database Creation .................................................................................... 5-23 5.19 Exaquantum – 21 CFR Part 11 Settings........................................................................... 5-24 5.20 Exaquantum – Secure Workbook Location...................................................................... 5-25 Exaquantum Installation Guide vii IM 36J04A13-01E 6th Edition Issue B December 28 2005 5.21 Exaquantum – PIMS Server Names................................................................................. 5-26 5.22 Exaquantum – Web Server Name.................................................................................... 5-27 5.23 Exaquantum – Start Copying Files .................................................................................. 5-28 5.24 Exaquantum – Setup Status.............................................................................................. 5-29 5.25 Exaquantum – Installation Completed............................................................................. 5-30 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 2000 Server........................................................................................................ 7-1 To Add MSMQ To An Existing System:...................................................................... 7-1 7.2 Windows Server 2003........................................................................................................ 7-2 To Add MSMQ To An Existing System:...................................................................... 7-2 Chapter 8 Installing the .NET API on an Exaquantum Client or Web Server ...................8-1 8.1 Installation of the .NET Framework .................................................................................. 8-1 8.2 Installation of Exaquantum API .NET............................................................................... 8-2 Welcome Screen ........................................................................................................... 8-2 License Agreement ....................................................................................................... 8-3 Customer Information................................................................................................... 8-4 Setup Type .................................................................................................................... 8-5 Ready To Install............................................................................................................ 8-6 Wizard Completed ........................................................................................................ 8-7 Chapter 9 Configuration...........................................................................................................9-1 9.1 Overview............................................................................................................................ 9-1 9.2 DCOM permissions changes.............................................................................................. 9-2 Resolution ..................................................................................................................... 9-2 9.3 Accessing Domain Based Group Accounts ....................................................................... 9-5 9.4 Accessing The Domain Quantumuser Account ................................................................. 9-7 9.5 Internet Explorer Configuration - Overview...................................................................... 9-8 9.6 Configuring Internet Explorer Activex Security................................................................ 9-9 9.7 Internet Explorer Logon Security..................................................................................... 9-10 Windows 2000 And XP .............................................................................................. 9-11 Configuring Internet Explorer Logon Security For Windows Server 2003................ 9-12 9.8 Configuring Internet Explorer Proxy Settings ................................................................. 9-13 viii Contents IM 36J04A13-01E 6th Edition Issue B December 28 2005 Configuring Internet Explorer Not To Use A Proxy Server For Exaquantum/Web ... 9-13 9.9 Configuring Internet Explorer Home Page ...................................................................... 9-14 9.10 Adobe Acrobat Reader Installation.................................................................................. 9-14 9.11 Excel Add-Ins Post Installation Integration ..................................................................... 9-15 The Excel Add-In Files............................................................................................... 9-15 Default Location When Excel Is Installed .................................................................. 9-15 Default Location When Excel Not Present At Installation Time................................ 9-15 Integrating The Add-Ins.............................................................................................. 9-15 9.12 Expanding The Database.................................................................................................. 9-15 Database Size ..............................................................................................................9-16 Using The Exaquantum Database Expansion Tool..................................................... 9-16 9.13 Using Domain\Local Accounts ........................................................................................ 9-18 Domain Accounts........................................................................................................ 9-19 Synchronisation........................................................................................................... 9-19 Local Group Accounts ................................................................................................ 9-20 9.14 Web Server Security Configuration ................................................................................. 9-20 9.15 Configuring SQL Server Memory.................................................................................... 9-21 9.16 Setting The Number Of SQL Licenses............................................................................. 9-23 9.17 Starting The Exaquantum Service.................................................................................... 9-24 9.18 Starting The SQL Server.................................................................................................. 9-25 9.19 Stopping The Exaquantum Service.................................................................................. 9-26 Chapter 10 Checking The Installation ....................................................................................10-1 10.1 Overview.......................................................................................................................... 10-1 10.2 Checking The Exaquantum/PIMS Server ........................................................................ 10-1 10.3 Checking The Exaquantum/Explorer Client .................................................................... 10-2 10.4 Checking The Exaquantum/Web Client........................................................................... 10-2 10.5 Checking The Exaquantum/Web Server .......................................................................... 10-3 Chapter 11 Changes To An Existing Installation...................................................................11-1 11.1 Upgrading From A Previous Version............................................................................... 11-1 11.2 Adding Web Server.......................................................................................................... 11-1 11.3 Reinstalling The Server Software..................................................................................... 11-2 11.4 Reinstalling The Client Software ..................................................................................... 11-2 11.5 Database Precautions........................................................................................................ 11-3 11.6 Recovering From A Failed Installation............................................................................ 11-3 11.7 Uninstalling Exaquantum................................................................................................. 11-4 Exaquantum Installation Guide 1-1 IM 36J04A13-01E 6th Edition Issue B December 28 2005 Chapter 1 Introduction 1.1 About This Guide This guide provides all the information necessary to install the Exaquantum software. ♦ It uploads/s1/ exaquantum-installation-guide.pdf