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Instruction Exaquantum Installation Guide Manual IM 36J04A13-01E IM 36J04A13-01E © Yokogawa February 21 2014 13th Edition

Instruction

Exaquantum Installation Guide

Manual

IM 36J04A13-01E

Instruction Exaquantum Installation Guide Manual IM 36J04A13-01E IM 36J04A13-01E © Yokogawa February 21 2014 13th Edition
Instruction Exaquantum Installation Guide Manual IM 36J04A13-01E IM 36J04A13-01E © Yokogawa February 21 2014 13th Edition
Instruction Exaquantum Installation Guide Manual IM 36J04A13-01E IM 36J04A13-01E © Yokogawa February 21 2014 13th Edition

Exaquantum Installation Guide

i

Copyright and Trademark Notices

© 2013 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 licensee 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 Vista, Windows Server 2008, Windows Server 2008 R2, Windows Server 2012, Windows 7 Professional, Windows 8 Pro, Microsoft Word, Microsoft Excel, Microsoft Office 2010, Microsoft Office 2013, 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. All other company and product names mentioned in this manual are trademarks or registered trademarks of their respective companies. We do not use TM or ® to indicate trademarks or registered trademarks in this manual.

ii

Contents

Highlights

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

Summary of Changes

This is the 13th Edition of the document.

Detail of Changes

The changes are as follows.

Chapter/Section/Page

Change

Ch 1.2

Grammar correction

Ch 1.3

Spelling correction; Text correction

Ch 1.4

Updates for R2.85

Ch 1.5

Spelling corrections

Ch 2.2

Spelling corrections

Ch 2.3

Addition of text describing server naming convention

Ch 2.6

Addition of text describing use of Open Interface

P 2-13

Spelling correction

Ch 2.10

Update for R2.85

Ch 2.11

Update for R2.85. Change to description for Excel.

Ch 2.12

Updated recommendations for Disk partitioning, Note.

Ch 2.19

Corrections to terminology

Ch 2.23

Updates texts.

Ch 2.25

Updated the text detail.

Ch 2.27

Updated the text detail.

Ch 2.28

Support for Windows 2012, Text updated

Ch 2.29

Text updated

Ch 2.30

Updates to Microsoft hotfixes

Ch 3.2

Update, due to R2.85 DVD content

Ch 3.3, 3.4, 3.5, 3.6, 3.7

Update, due to R2.85 pre-requisites

Ch 4.1, 4.2

Update to Installation procedure

Ch 4.8

Minor updates

Ch 5.5, 5.6, 5.7, 5.8, 5.9, 5.12, 5.13, 5.14, 5.15, 5.16, 5.17, 5.18, 5.19, 5.20, 5.21, 5.22, 5.23, 5.24, 5.25, 5.26,

Screenshot updates. Minor text changes.

Exaquantum Installation Guide

iii

Chapter/Section/Page

Change

5.27, 5.28, 5.29, 5.30

 

Ch 6.1

Minor text updates

Ch 6.3

Minor text updates

Ch 7

Updates for installing MSMQ on Windows 2012

Ch 8

Updates for installing IIS on Windows 2012

Ch 10.1

Minor text updates

Ch 10.2

Updates to screenshots

Ch 10.6, 10.9, 10.13, 10.14

Minor text updates

Ch 10.16

Changes to detail for using SQL Server Management Studio

Ch 10.18

Added ExaquantumFramework database

Ch 10.19

Minor text updates

Ch 10.20, 10.21

Minor text updates

Ch 10.22, 10.23, 10.25,

Minor text updates

10.26

Ch10.32

Add New Chapter

Ch 11.3

Minor text updates

Ch 11.5

Added Exaquantum website URLs

Ch 12.1

Minor text updates. Section added regarding upgrading from Exaquantum R2.20 or earlier.

Ch 12.6

Superfluous text removed

Ch 12.7

Minor text updates

Ch 13.1

Minor text updates

Appendix A

Changes to list of supported Operating Systems. Minor text updates

Appendix B

Minor text updates

Appendix C

Minor text updates

Appendix D

New Section

Ch 10.9

Added LegacyWeb compatibility settings

   
   
   
   

iv

Contents

Chapter/Section/Page Change
Chapter/Section/Page
Change

Exaquantum Installation Guide

v

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
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/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)
Exaquantum Installation Guide (IM 36J04A13-01E)
Exaquantum API Reference Manual (IM 36J04A14-01E)
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 Engineering Guide Volume 4
Web Authoring (IM 36J04A15-04E)
Exaquantum Engineering Guide Volume 5
PI Connection (IM 36J04A15-05E)

vi

Contents

Table of Contents

 

Copyright and Trademark Notices

i

Highlights .........................................................................................................................

ii

Exaquantum Document Set ..............................................................................................

v

Table of Contents

vi

Chapter

1

Introduction

1-1

1.1

About This Guide

1-1

1.2

Installation Overview

.........................................................................................................

1-2

1.3

Other Sources of Information

1-3

1.4

Language options

1-4

1.5

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

2.4

Client Software Options

2-3

2.5

Web Server Deployment Options

2-4

2.6

Open Interface

2-5

2.7

User And Group Accounts

2-6

2.8

Determine the Security Model

2-7

2.9

User account and Group

.....................................................................................................

2-9

  • 2.10 Exaquantum OPC Client Support

.....................................................................................

2-15

  • 2.11 Excel Add-Ins ...................................................................................................................

2-18

 
  • 2.12 Hard Disk Considerations

................................................................................................

2-18

  • 2.13 Internet Information Server

..............................................................................................

2-19

  • 2.14 Microsoft Message Queue (MSMQ)

................................................................................

2-20

  • 2.15 Primary And Secondary Exaquantum PIMS Servers

2-20

 
  • 2.16 Role Based Name Space

2-20

  • 2.17 Secure Workbook Folder Location ..................................................................................

2-21

 
  • 2.18 Server Time Synchronization ...........................................................................................

2-22

  • 2.19 Web Authoring Tools Option ...........................................................................................

2-22

  • 2.20 Windows Terminal Services

2-22

  • 2.21 21 CFR Part 11 Support

2-23

  • 2.22 Network Configuration

....................................................................................................

2-23

 
  • 2.23 User Group Generation before Installation

2-23

  • 2.24 Installation of Exaquantum with third party

2-25

Exaquantum Installation Guide

vii

  • 2.25 Installation of Exaquantum with Exaopc

2-26

2-26

  • 2.27 Internet Protocol Version 4(TCP/IP v4)

2-27

  • 2.28 Internet Explorer Settings

2-28

  • 2.29 User Account Control ......................................................................................................

2-29

  • 2.30 Microsoft Hotfix

..............................................................................................................

2-29

  • 2.31 Power Options ..................................................................................................................

2-30

Chapter

3

Prerequisites

3-1

3.1

Overview ............................................................................................................................

3-1

3.2

Exaquantum Prerequisites DVD ........................................................................................

3-2

3.3

Combined Server Prerequisites

..........................................................................................

3-3

3.4

Exaquantum/PIMS Server Prerequisites

 

3-5

3.5

Exaquantum/Web Server Prerequisites ..............................................................................

3-7

3.6

Exaquantum/Explorer Client Prerequisites

 

3-8

3.7

Exaquantum/Web Client

3-9

3.8

Determine the Installation User

3-10

Chapter 4

Installation Procedures

4-1

 

4.1

Installation Procedures Overview

......................................................................................

4-1

4.2

Installation ..........................................................................................................................

4-2

4.3

Prerequisites Installation Sequence ....................................................................................

4-4

4.4

Combined Exaquantum Server Installation Sequence

4-5

4.5

Exaquantum/PIMS Server Installation Sequence

 

4-6

4.6

Exaquantum/Web Server Installation Sequence

4-7

4.7

Explorer Client Installation Sequence

4-8

4.8

Web Client Installation Overview

4-9

4.9

Web Client Installation Sequence

4-10

Chapter 5

Dialog Boxes

5-1

 

5.1

Installation Start

.................................................................................................................

5-1

5.2

Install The Exaquantum Software ......................................................................................

5-3

5.3

Installation

5-5

5.4

Prerequisites - Welcome

....................................................................................................

5-6

5.5

Prerequisites

Mandatory Prerequisites ............................................................................

5-7

5.6

Prerequisites – Conditional Prerequisites

...........................................................................

5-8

5.7

Prerequisites – User And Password Information

5-9

5.8

Prerequisites – Install Sequence

5-11

viii

Contents

5.9

Prerequisites –Running Dialog Screens

...........................................................................

5-13

  • 5.10 Prerequisites – Install Completed .....................................................................................

5-19

  • 5.11 Exaquantum – Installation Start

 

5-20

  • 5.12 Exaquantum – Welcome

5-20

  • 5.13 Exaquantum – License

5-21

  • 5.14 Exaquantum –

Security Model

5-22

  • 5.15 Exaquantum – Security

5-25

  • 5.16 Exaquantum – Password Information (Legacy Model)

....................................................

5-26

  • 5.17 Exaquantum – EXA Password Information (Legacy Model)

5-27

  • 5.18 Exaquantum – Customer Information

5-29

  • 5.19 Exaquantum – Destination Location ................................................................................

5-30

  • 5.20 Exaquantum – Select Features .........................................................................................

5-31

  • 5.21 Exaquantum – Database Creation

....................................................................................

5-32

  • 5.22 Exaquantum – 21 CFR Part 11 Settings

 

5-33

  • 5.23 Exaquantum – Secure Workbook Location
    5.24 Exaquantum –

PIMS Server Names

5-34

5-36

  • 5.25 Exaquantum – Web Site Name

5-37

  • 5.26 Exaquantum – Web Server Name

5-40

  • 5.27 Exaquantum – Web Site Details

5-41

  • 5.28 Exaquantum – Start Copying Files

5-42

  • 5.29 Exaquantum – Setup Status

..............................................................................................

5-43

  • 5.30 Exaquantum – Installation Completed

 

5-44

Chapter

6

Installation Troubleshooting

6-1

6.1

Recovering From A Failed Installation

6-1

6.2

Installation Log File

6-2

6.3

Silent Installations

6-3

Chapter

7

Installing

MSMQ

7-1

Chapter

8

Installing

IIS

8-1

Chapter 9

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

9-1

Chapter

10 Configuration

 

10-1

Overview

  • 10.1 ..........................................................................................................................

10-1

  • 10.2 Quantumuser Temp folder permissions (Legacy Model)

10-2

Network Setting

  • 10.3 ................................................................................................................

10-4

  • 10.4 Accessing Domain Based Group Accounts (Legacy Model)

...........................................

10-8

  • 10.5 Accessing The Domain Quantumuser Account (Legacy Model)

10-9

  • 10.6 Configuration for IIS

10-11

Exaquantum Installation Guide

ix

  • 10.7 Internet Explorer Configuration - Overview

10-12

  • 10.8 Configuring Internet Explorer Home Page

10-12

  • 10.9 Internet Explorer Logon Security

...................................................................................

10-13

  • 10.10 Configuring Internet Explorer Proxy Settings

10-15

  • 10.11 Configuring Internet Explorer Activex Security

10-16

  • 10.12 Adobe Acrobat Reader Installation

................................................................................

10-16

  • 10.13 Excel Add-Ins Post Installation Integration

10-17

  • 10.14 Expanding The Database

................................................................................................

10-18

  • 10.15 Using Domain\Local Accounts (Legacy Model)

10-21

  • 10.16 Configuring SQL Server Memory

10-23

  • 10.17 Setting The Internet Option

10-25

  • 10.18 Setup of Anti-Virus Software

.........................................................................................

10-25

  • 10.19 Starting The Exaquantum Service

10-27

  • 10.20 Starting The SQL Server

................................................................................................

10-28

  • 10.21 Stopping The Exaquantum Service

................................................................................

10-28

  • 10.22 Password Policy Setting(Legacy Model)

10-29

  • 10.23 Remote Registry Access Setting

10-29

  • 10.24 Additional Procedure for Each Security Model

10-30

  • 10.25 Deleting Installation Log Files

10-31

  • 10.26 Network Discovery Setting

10-31

  • 10.27 Restriction on

10-31

  • 10.28 Application of StorageDevicePolicies function

10-32

  • 10.29 IT environment Setting

..................................................................................................

10-32

  • 10.30 Changing SQL Passwords

10-32

  • 10.31 Changing the password for the Exaquantum Service

10-33

  • 10.32 Display of Alarm and Event Data from CAMS on Exaquantum/ Legacy

10-33

Chapter 11

Checking the Installation

11-1

11.1

Overview

11-1

11.2

Checking the Exaquantum/PIMS

11-1

11.3

Checking the Exaquantum/Explorer

11-1

11.4

Checking the Exaquantum/Web Client

11-2

11.5

Checking the Exaquantum/Web Server

11-2

Chapter 12

Changes to an Existing Installation

12-1

12.1

Upgrading From A Previous Version

12-1

12.2

Adding Web Server

..........................................................................................................

12-2

12.3

Reinstalling The Server Software

12-3

x

Contents

  • 12.4 Reinstalling The Client Software

12-3

 
  • 12.5 Database Precautions

12-3

  • 12.6 Recovering From A Failed Installation

12-4

  • 12.7 Uninstalling Exaquantum

12-4

Chapter 13

IT Security Setting

13-1

  • 13.1 Security Model

.................................................................................................................

13-2

  • 13.2 Security Configuration Items

...........................................................................................

13-4

  • 13.3 When coexisting with another EXA package

13-10

Appendix A. Using the Windows Firewall (Legacy Model)

App.A-1

Appendix A.1 Detail

 

App.A-1

Appendix B. DCOM Permissions Changes. (Legacy Model)

App.B-1

Appendix B.1

Connection

failures

App.B-1

Appendix

B.2

Detail

App.B-1

Appendix C. DCOM Permission Setup for OPC Clients

App.C-1

Appendix

C.1

Overview

App.C-1

Appendix

C.2

Detail

App.C-1

Appendix D. How to Start Applications and Tools

............................................................

App.D-1

Exaquantum Installation Guide

1-1

Chapter 1

Introduction

  • 1.1 About This Guide

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

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

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

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

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

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

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

Understand the technical environment and infrastructure at the installation site

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

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

1-2

Chapter 1 Introduction

  • 1.2 Installation Overview

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

1

Pre-installation Preparation - Before you start:

Ensure that you know what to install.

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

Which IT Security Model should be used?

2

Installation Procedures - The methods for:

Installing any prerequisite software.

Installing the Exaquantum software.

3

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

Alternatively you may be making Changes to an Existing Installation.

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

Language

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

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

Exaquantum Installation Guide

1-3

  • 1.3 Other Sources of Information

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

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

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

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

Note 2: In Adobe Reader 8, 9 and 10 there is the ability to perform a text search within all PDF documents in a folder.

Exaquantum/PIMS Users Manual

Exaquantum/Explorer Users Manual Volume 1 - General Information

Exaquantum/Explorer Users Manual Volume 2 - Custom Controls

Exaquantum/Explorer Users Manual Volume 3 - Microsoft Excel Reports

Exaquantum/Explorer Users Manual Volume 4 - Advanced Configuration

Exaquantum API Reference Manual

Exaquantum Engineering Guide Volume 1 - Administration

Exaquantum Engineering Guide Volume 2 - Network Configuration

Exaquantum Engineering Guide Volume 3 - Support Tools

Exaquantum Engineering Guide Volume 4 - Web Authoring

Exaquantum Engineering Guide Volume 5 - PI Connection

1-4

Chapter 1 Introduction

  • 1.4 Language options

Supported Languages

Exaquantum currently supports the English and Japanese languages.

English is the default language, except in the case of Japanese being detected. There are three DVDs:

Prerequisites – Japanese

Prerequisites – English

Exaquantum

Language Detection

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

For example, when English Windows 2008 is installed, and Japanese is selected as the default language, the Exaquantum installation will install English files.

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

Exaquantum Installation Guide

1-5

1.5

Support

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

Before Contacting Yokogawa Support

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

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

The version and release numbers of the software.

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

A concise description of the problem and its symptoms.

Full details of any error messages encountered.

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

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

1-6

Chapter 1 Introduction

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Exaquantum Installation Guide

2-1

Chapter 2

Pre-installation Preparation

  • 2.1 Pre-Installation Overview

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

The following topics are discussed:

Additional Features

Client / Server Technology

Open Interface

User And Group Accounts

Exaquantum OPC Client Support

Excel Add-Ins

Hard Disk Considerations

Internet Information Server

Microsoft Message Queue (MSMQ)

Primary And Secondary Exaquantum PIMS Servers

Role Based Name Space

Secure Workbook Folder Location

Server Time Synchronization

Web Server Deployment Options

Web Authoring Tools

Windows Terminal Services

21 CFR Part 11 Support

Network Configuration

User Group Generation before installation

Installation of Exaquantum with third party software

Installation of Exaquantum with Exaopc software

Internet protocol Version 4 (TCP/IP v4)

User Account Control

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

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

2-2

Chapter 2 Pre-installation Preparation

  • 2.2 Additional Features

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

Not all these items are required for every installation.

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

Some items need prerequisite software (Overview).

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

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

  • 2.3 Client / Server Technology Options

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

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

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

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

Servers

There are three options for deploying the server software:

Exaquantum/PIMS server installed on a single computer. Exaquantum/Web server installed on a single computer. Exaquantum/PIMS server and Exaquantum/Web server combined on a single computer. All systems must have at least one Exaquantum/PIMS server.

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

Notes:

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

  • 2. Host names for Web server (and any other Exaquantum server) should be valid DNS host names as documented in http://support.microsoft.com/kb/909264

  • 3. For a web server running the Exaquantum Legacy Web – the website will not function correctly if the Web server host name contains an underscore (_)

Exaquantum Installation Guide

2-3

Clients

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

Exaquantum/Explorer client

Exaquantum/Web client

  • 2.4 Client Software Options

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

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

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

Figure 2-1

Figure 2-2

Exaquantum Installation Guide 2-3 Clients There are two client software options (Client Software Options): ♦ Exaquantum/Explorer
Exaquantum Installation Guide 2-3 Clients There are two client software options (Client Software Options): ♦ Exaquantum/Explorer

2-4

Chapter 2 Pre-installation Preparation

  • 2.5 Web Server Deployment Options

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

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

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

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

Figure 2-3

2-4 Chapter 2 Pre-installation Preparation 2.5 Web Server Deployment Options In the case of the Exaquantum

Figure 2-4

2-4 Chapter 2 Pre-installation Preparation 2.5 Web Server Deployment Options In the case of the Exaquantum

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

Exaquantum Installation Guide

2-5

  • 2.6 Open Interface

The Open Interface (Formerly known as Cross-server calculations) provides the ability to perform calculations using data from across different Exaquantum servers. It can also be used by OPC Clients to access Exaquantum Tag, and Alarm and Event data.

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

Figure 2-5 Figure 2-6
Figure 2-5
Figure 2-6

2-6

Chapter 2 Pre-installation Preparation

  • 2.7 User And Group Accounts

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

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

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

Account Management

There are two fundamentally different ways of configuring these accounts:

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

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

In case of either Legacy model or Standard model for Workgroup, b y default, Exaquantum uses local groups for account management method. There are also other areas of the Exaquantum installation that depend on how this is managed, such as Server Time Synchronization and Role Based Name Space.

Implications For The Installation

The installation procedure only supports the automatic creation of local groups and accounts. Domain groups and accounts have to be created manually prior to the installation.

Be aware that if you:

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

In case of Legacy model, Install a new system and you want to use a domain to manage the accounts, then you should contact your Yokogawa representative.

Exaquantum Installation Guide

2-7

  • 2.8 Determine the Security Model

Regarding IT security, for further information, please refer to Chapter 13 (IT Security Setting).

Exaquantum provides three security models which are compatible with IT security (refer to Chapter 13).

When installing Exaquantum, the IT security must be set, and this should be determined in advance of installation of Exaquantum.

When installing Exaquantum, the same security model must be set for all installation types (Combined Server, PIMS Server, Web Server and Explorer Client)

If Exaquantum is being installed with another Yokogawa SBP product (Solution Based Package), then the IT Security model for Exaquantum must be the same as that used for the SBP product. Examples of SBP products are Exaopc, Exapilot, Exaplog.

Table 2-1 Security Model

Security model

Feature

Legacy model

A model that gives priority to conjunction with the previous versions and other IT security-incompatible models

Standard model

A model that supports part some security measures to protect against "attach across the network" and "direct attack in control of the terminal", with the emphasis on coexistence with other Yokogawa solution-based software package that support ‘IT Security’

Strengthened model

A model that takes extensive security measures against threats to IT security. This is a manually applied extension to the Standard model.

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Types of security provided for each security model are as follows.

Table 2-2 Type of Security

Type of security

Legacy

Standard

Strengthened

model

model

model

Access control

X

XX

Personal firewall tuning

X

XX

(*1)

Changing SQL server service account

X

XX

Unnecessary Windows service suspension

XX

IT environmental configuration change

XX

XX

(*1)

Web server security

X

XX

(*1)

"X" indicates that it is included in the settings by the IT Security Setting Tool, and "–” that it is not included.

"XX" indicates that it is included in the setting by manual.

*1:

There is a difference between the standard model and Strengthened model.

For more information about the security models, refer to "13.1 Security Model

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  • 2.9 User account and Group

During the Exaquantum installation, required local user accounts and groups for Exaquantum are automatically generated.

After the installation is completed, when a user creates an account or group or needs to

set different user information this may be done

manually.

.

For the details, refer to Exaquantum Engineering Guide Volume 2 - Network Configuration (IM 36J04A15-02E).

Note: No groups or accounts are created on an Exaquantum Web Client.

Accounts and Groups used by Exaquantum/PIMS Servers

This section covers the following installation types:

Data Server

Combined server

Web server

The accounts and groups generated in installation of Exaquantum/PIMS are shown below.

For Legacy model

User account

Quantumuser: Account for executing Exaquantum/PIMS server component. Do not delete this account.

EXA: Account for executing EXA common process (Windows service). Do not delete this account.

The password of this account can be changed. The password is required when installing Exaquantum with “Legacy model” selected in the security settings or when changing the security model to “Legacy” from another.

User group

QUserGroup: All Exaquantum users must belong to this group.

QDataWriteGroup: User group that can write data.

QExplorerDesignGroup: User group that can start up Exaquantum/Explorer in editing mode and create and modify Exaquantum/Explorer documents.

QAdministratorGroup: User group that can modify and equalize Exaquantum database, crate tags and write data.

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For Standard (standalone management and domain management)

User account

QTM_PROCESS: Account for executing the process of Exaquantum. Do not delete this account. This account cannot log onto Windows.

EXA_PROCESS: Account for executing EXA common process (Windows service). Do not delete this account.

QTM_SQLSERVER: Account for SQL server service used by Exaquantum. Do not delete this account.

OPC_PROCESS: Account for The Exaopc processes used by Exaquantum. Do not delete this account or modify the password.

User group

QTM_DATA_READ: All users must belong to this group to access Exaquantum data. In domain management manually create this on the domain.

QTM_DATA_WRITE: User group that can write data to Exaquantum. In domain management manually create this on the domain.

QTM_EXPLORER_DESIGN: User group that can start up Exaquantum/Explorer in editing mode and create and modify Exaquantum/Explorer documents. In domain management manually create this on the domain.

QTM_MAINTENANCE: User group that can modify and equalize Exaquantum database, create tags and write data. All user accounts belonging to this group must belong to Administrator group. (In domain management, generate this manually. User accounts belonging to the domain QTM_MAINTENANCE group need to belong domain DomainAdmins group. If this cannot be implemented, add the group to the local Administrators group on servers.)

EXA_MAINTENANCE: User group for users that perform EXA package common maintenance, execute EXA common tool or configure EXA package cohabitation. All user accounts that belong to this group must belong to the Administrator group. (In domain management, generate this group manually on the domain. User account that belong to the domain EXA_MAINTENANCE group need to belong to the domain DomainAdmins group. If this cannot be implemented, add the group to the local Administrators group on the servers.)

QTM_OPC: User group that for users that make an OPC connection from outside the Exaquantum system (such as Exaopc connection, Exapilot/Exaquantum Input/Output procedure unit). (In domain management, generate this manually on the domain.)

QTM _MAINTENANCE_LCL: The privilege is the same as QTM_MAINTENANCE, and this is used as an emergency group when domain controller is no available. All user accounts that belong to this group must belong to local Administrator group. This group is only created in the Standard Domain model.

EXA_MAINTENANCE_LCL: The privilege is the same as EXA_MAINTENANCE, and this is used as an emergency group when domain controller is not available. All user accounts that belong to this group must belong to the local Administrator group. This group is only created in the Standard Domain model.

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QTM_OPC_LCL: The privilege is the same as QTM_OPC; this group contains users who will make an OPC connection from outside the Exaquantum system. This group is only created in the Standard Domain model.

Accounts and Groups on an Exaquantum Explorer client

The accounts and groups generated in installation of Exaquantum client are shown below.

For Legacy model

User account

Quantumuser: Account used inside for connecting to Exaquantum/PIMS server component. Do not delete this account.

For Standard (standalone management and domain management)

User account

QTM_PROCESS: Account for executing the process of Exaquantum. Do not delete this account. This account cannot log on Windows.

EXA_PROCESS: Account for executing EXA common process (Windows service). Do not delete this account.

User group

QTM_DATA_READ: All users must be belonged this group.

QTM_DATA_WRITE: User group that can write data.

QTM_EXPLORER_DESIGN: User group that can start up Exaquantum/PIMS in editing mode and create and modify Exaquantum/PIMS documents.

QTM_MAINTENANCE: User group that can modify and equalize Exaquantum database, crate tags and write data. All user accounts belongs this group must belong to Administrator group. (In domain management, generate this manually. User account belonging domain QTM_MAINTENANCE group need to belong domain Domain Admins group. If this cannot be performed, it gets belonged to local Administrators.)

EXA_MAINTENANCE: User group that user that does EXA package common maintenance that installs it for executing EXA common tool or making EXA package cohabit belongs. All user accounts belongs this group must belong to Administrator group. (In domain management, generate this manually. User account belonging domain EXA_MAINTENANCE group need to belong domain DomainAdmins group. If this cannot be performed, it gets belonged to local Administrators.)

QTM _MAINTENANCE_LCL: The privilege is the same with QTM_MAINTENANCE, and this is used as an emergency group when domain environment is in abnormal situation. All user accounts belongs this group must belong to Administrators group.

EXA_MAINTENANCE_LCL: The privilege is the same with EXA_MAINTENANCE, and this is used as an emergency group when domain environment is in abnormal situation. All user accounts belongs this group must belong to Administrators group.

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Optional Group Accounts

User defined groups for RBNS (Role Based Name Space)

Domain Based Accounts

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

The User Account Creation Tools

A suite of tools are provided to assist in process user account and password definition for STANDARD mode security. These tools allow:

Creation of account on OPC Server PCs

• • Connection to other SBP products, where the passwords have been changed from default

For OPC Server PCs, please refer to “6.2.5 Collaborating with Other Products” in

IM36J04A15-02E.

NOTE. During the Exaquantum Installation, the process user accounts are created automatically with default passwords.

The suite consists of 3 tools:

  • - CreateQTMProcess – definition of the Exaquantum service user

  • - CreateEXAProcess – definition of the Exaopc communication account

  • - CreateQTMSQLServer – definition of the SQL Server service user

CreateQTMProcess

CreateQTMProcess is a command line tool which provides:

Creation of the QTM_PROCESS user account

Definition of the QTM_PROCESS user account password

How to Use This Tool

1.

Logon to the computer with a user having local administration rights

2.

Load the Exaquantum prerequisite DVD (Disk1) into the DVD drive, and

then type the following script on Command Prompt window.

<DVD Drive>: \TOOLS \CreateQTMProcess.exe

This command will create a QTM_PROCESS user account if it does not exist, and a password will be assigned to the account. At the same time, the Windows services, Windows task, DCOM process es registered for the QTM_PROCESS user are also Setup.

If a QTM_PROCESS user account exists, the existing password will be automatically changed.

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TIP

When setting a user-defined password, use the following command:

<DVD Drive>: \TOOLS \CreateQTMProcess.exe -p (password string)

If no QTM_PROCESS user account exists, a QTM_PROCESS user account will be created and assigned with this user-defined password. If a QTM_PROCESS user account already exists, the existing password will be replaced by this user-defined password.

Notes when using this tool

Note 1: The tool should only be executed when Exaquantum is stopped.

Note 2: When changing the password, the same password must be used for all Exaquantum Servers, and OPC Servers to which they connect ..

Note 3: After changing the password of an existing QTM_PROCESS user account, the computer needs to be restarted.

CreateEXAProcess

CreateEXAProcess is a command line tool which provides:

Creation of the EXA_PROCESS user account

Definition of the EXA_PROCESS user account password

How to Use This Tool

1.

Logon to the computer with a user having local administration rights

2.

Load the Exaquantum prerequisite DVD (Disk1) into the DVD drive, and

then type the following script on Command Prompt window.

<DVD Drive>: \ExaOPC\TOOLS \CreateEXAProcess.exe

This command will create an EXA_PROCESS user account if it does not exist, and a password will be assigned to the account. At the same time, the Windows services, Windows task, DCOM processes registered for the EXA_PROCESS user are also Setup.

If an EXA_PROCESS user account exists, the existing password will be automatically changed.

TIP

When setting a user-defined password, use the following command:

<DVD Drive>: \ExaOPC\TOOLS \CreateEXAProcess.exe -p (password string)

If no EXA_PROCESS user account exists, an EXA_PROCESS user account will be created and assigned with this user-defined password. If an EXA_PROCESS user account already exists, the existing password will be replaced by this user-defined password.

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Notes when using this tool

Note 1: The tool should only be executed when Exaquantum is stopped.

Note 2: When changing the password, the same password must be used for all Exaquantum Servers, and OPC Servers to which they connect ..

Note 3: After changing the password of an existing EXA_PROCESS user account, the computer needs to be restarted.

Note 4: If you run the IT security setting tool after changing the password using the CreateEXAProcess, the password will be reset to the default password. In this situation, change the password again by using the CreateEXAProcess tool.

CreateQTMSQLServer

CreateQTMSQLServer is a command line tool which provides:

Creation of the QTM_SQLSERVER user account

Definition of the QTM_SQLSERVER user account password

How to Use This Tool

1.

Logon to the computer with a user having local administration rights

2.

Load the Exaquantum prerequisite DVD (Disk1) into the DVD drive, and

then type the following script on Command Prompt window.

<DVD Drive>: \TOOLS \CreateQTMSQLServer.exe

This command will create a QTM_SQLSERVER user account if it does not exist, and a password will be assigned to the account, and the Windows SQL Server services are also setup.

If a QTM_SQLSERVER user account exists, the existing password will be automatically changed.

TIP

When setting a user-defined password, use the following command:

<DVD Drive>: \TOOLS \CreateQTMSQLServer.exe -p (password string)

If no QTM_ SQLSERVER user account exists, a QTM_SQLSERVER user account will be created and assigned with this user-defined password. If a QTM_SQLSERVER user account already exists, the existing password will be replaced by this user-defined password.

Notes when using this tool

Note 1 : The tool should only be executed when Exaquantum is stopped.

Note 2: After changing the password of an existing QTM_SQLSERVER user account, the computer needs to be restarted.

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  • 2.10 Exaquantum OPC Client Support

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

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

Standard Model

  • - Exaquantum Server

    • 1 Create an account which is required for communication from the OPC Client.

    • 2 Add the account to the group QTM_DATA_READ.

      • - OPC Client

The Exaquantum OPC client setup is in 3 stages;

Stage 1 – account setup and component installation

Stage 2 – setup of OPC DA Client (optional)

Stage 3 – setup of OPC HDA Client (optional)

Account Setup and Installation

In each the following steps (2. – 3.), the command must be run as the user created in step (1) below, with administrator rights (*1)

(*1) To install the software, right click on the file above in the sequence, then “Run as administrator”

To Install ‘Exaquantum OPC Client.msi’ (Step 4) as administrator, right click on the Windows tool ‘Command Prompt’ then “Run as administrator” navigate to the <Exaquantum DVD (Disk 2)>\OPCClient, type ‘Exaquantum OPC Client.msi’ including quotes and select return.

  • 1 Create the account, on the OPC Client, as created in step (1) above.

  • 2 < DVD>\Misc\vcredist_x86.exe

  • 3 Insert Exaquantum prerequisite DVD (Disk 1), and execute the following file. < DVD>\Exaopc_Client_R3.72\LaunchOPCClient.exe

  • 4 Insert Exaquantum DVD (Disk 2), and execute the following file. < DVD>\OPCClient \Exaquantum OPC Client.msi

  • 5 Modify the Local Security Policy setting as follows:

(1) Open Local Security Policy from control panel - Administrative Tools.

(2) Select Security Settings -> Local Policies -> Security Options in the left hand pane.

(3) Double click "Network access: Sharing and security model for local accounts"

(4) Select the option "Classic - local users authenticate as themselves" and click apply button

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OPC DA Client setup

  • 1 Create the user OPC_PROCESS. Use the supplied application from the Exaquantum DVD (Disk 2) : <DVD>\ExaOPC\Tools\CreateOPCProcess.

  • 2 Add DCOM permissions for the OPC_PROCESS user manually. Refer to Appendix C; (<New User> = OPC_PROCESS).

  • 3 If the Windows Firewall is enabled, the settings will need to be modified. There are two steps:

    • a. Port 135 (DCOM) needs to be added to the list of Port exceptions.

    • b. The OPC DA Client application is added to the list of Program exceptions.

OPC HDA Client setup

  • 1 Create the Exaquantum service user account, QTM_PROCESS on the OPC Client. Use the supplied application from the Exaquantum prerequisite DVD (Disk 1) : <DVD>\Tools\CreateQTMProcess.

  • 2 Add DCOM permissions for the Exaquantum service user account user manually. Refer to Appendix C; (<New User> = QTM_PROCESS).

  • 3 If the Windows Firewall is enabled, the settings will need to be modified. There are two steps:

    • a. Port 135 (DCOM) needs to be added to the list of Port exceptions.

    • b. The OPC HDA Client application is added to the list of Program exceptions.

Legacy Model

  • - Exaquantum Server

    • 1 Create an account which is required for communication from the OPC Client.

  • 2 Add the account to the following group. Legacy Model: QUserGroup

Standard Model: QTM_DATA_READ

  • - OPC Client

The Exaquantum OPC client setup is in 3 stages;

i.

Stage 1 – account setup and component installation

ii.

Stage 2 – setup of OPC DA Client (optional)

iii.

Stage 3 – setup of OPC HDA Client (optional)

Account Setup and Installation

In each the following steps (2. – 3.), the command must be run as the user created in step (1) below, with administrator rights (*1)

(*1) To install the software, right click on the file above in the sequence, then “Run as administrator”

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To Install ‘Exaquantum OPC Client.msi’ (Step 4) as administrator, right click on the Windows tool ‘Command Prompt’ then “Run as administrator” navigate to the <Exaquantum DVD (Disk 2)>\OPCClient, type ‘Exaquantum OPC Client.msi’ including quotes and select return.

  • 1 Create the account, on the OPC Client, as created in step (1) above.

  • 2 <DVD>\Misc\vcredist_x86.exe

  • 3 Insert Exaquantum prerequisite DVD (Disk 1), and execute the following file. < DVD>\Exaopc_Client_R3.72\LaunchOPCClient.exe< DVD>\OPCClient \Exaquantum OPC Client.msi

  • 4 Insert Exaquantum DVD (Disk 2), and execute the following file. < DVD>\OPCClient \Exaquantum OPC Client.msi

(1) Open Local Security Policy from Control Panel - Administrative Tools.

(2) Select Security Settings -> Local Policies -> Security Options in the left hand pane.

(3) Double click "Network access: Sharing and security model for local accounts"

(4) Select the option "Classic - local users authenticate as themselves" and click apply button

OPC DA Client setup

  • 1 Create the user EXA. This must have the same password as the EXA user on the Exaquantum server.

  • 2 Add DCOM permissions for the EXA user manually. Refer to Appendix C; (<New User> = EXA).

  • 3 If the Windows Firewall is enabled, the settings will need to be modified. There are two steps:

    • a. Port 135 (DCOM) needs to be added to the list of Port exceptions.

    • b. The OPC DA Client application is added to the list of Program exceptions.

OPC HDA Client setup

  • 1 Create the Exaquantum service user account on the OPC Client (default is quantumuser). This must have the same password as the Exaquantum service user account on the Exaquantum server.

  • 2 Add DCOM permissions for the Exaquantum service user account user manually. Refer to Appendix C; (<New User> = Exaquantum service user account).

  • 3 If the Windows Firewall is enabled, the settings will need to be modified. There are two steps:

    • a. Port 135 (DCOM) needs to be added to the list of Port exceptions.

    • b. The OPC HDA Client application is added to the list of Program exceptions.

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  • 2.11 Excel Add-Ins

The Excel Add-ins allows Exaquantum client users to view and manipulate Exaquantum data using Microsoft Excel. When Excel is installed before the Exaquantum software, the Excel Add-ins are automatically installed in the correct location to enable Excel to locate and work with them in the most efficient way.

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

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

Visual Basic for Application (Excel VBA) needs to be installed simultaneously.

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

Note: When running on Windows 2008 R2 Windows Server 2012, Windows 7 64bit or Windows 8 64bit only the 32 bit version of Excel should be used, running under WoW64.

Note: “Visual Basic for Applications” is installed by default.

If you do not install Excel first as recommended, some post installation configuration (The Excel Add-In Files) is necessary see Section 10.13.

  • 2.12 Hard Disk Considerations

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

Interface - Best performance is obtained by using a SAS interface

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

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

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Table 2-3 Hard Disk Partitioning

Partition / Disk

Contents

Comment

Windows Operating System

Operating system files. Paging file

At least 11GB or the minimum requirement of your chosen operating system. (More if memory size is 512 MB or greater)

Applications

Exaquantum program files SQL. Server program files

At least 4GB. (More if online documentation and other optional items are installed)

   

Depends on:

The number of tags in your system

Exaquantum databases

The Update rates of your tags

Data (SQL database)

created by SQL Server

How much historical data you will keep available online. (Consult your Yokogawa representative for advice)

Backups (SQL

Exaquantum database

As for Data (above)

database)

backups created by SQL Server

NOTE. When using Auto-archiving, please reserve free space (> 2GB) on the SQL Server installation drive. This location is used as a temporary working area for archiving.

NOTE. When SQL Server is to be installed on the OS installed system drive, at least 10 GB free space is needed.

NOTE. When collecting OPC A&E data for CAMS, we recommend free space of more than 1TB on the disk where the Data database is located.

  • 2.13 Internet Information Server

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

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

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

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

If you install the IIS later, you will have to re-install any Windows service packs that have been added see Chapter 8 Installing IIS.

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  • 2.14 Microsoft Message Queue (MSMQ)

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

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

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

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

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

Installing MSMQ needs some special attention. Please see Chapter 7 Installing MSMQ for further details.

  • 2.15 Primary And Secondary Exaquantum PIMS Servers

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

Many Exaquantum systems have more than one Exaquantum/PIMS server with one or more Role Based Name Spaces configured to provide paths to the data on both servers. Identifying a secondary server allows for an alternative source for the RBNS in the case of a problem with the primary server though only data from the working server will be accessible.

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

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

  • 2.16 Role Based Name Space

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

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

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

For example:

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

To change the access permissions of a whole group of staff depends on the network

access security environment being used:

Domain - requires only a single change to the role group to which they all belong. Workgroup - requires a change to be made on each Exaquantum/PIMS server in the workgroup.

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  • 2.17 Secure Workbook Folder Location

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

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

Specified Local Folders [Default]

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

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

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

Shared Folder On A Mapped Drive

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

Access to the folder is defined using a mapped drive.

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

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

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

Shared Folder Using A UNC Path

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

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

= the name of the computer hosting the secure workbooks

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

= the name of the folder containing the secure workbooks

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

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

Note1: The location of the secure workbooks is not checked by the installation procedure. The location is checked at first use, when the client is run by a user who is not a member of the following group.

Legacy Model: QExplorerDesignGroup Standard Model: QTM_EXPLORER_DESIGN

Note2: In the case that a shared folder will be used, please create it in advance. Using shared folder File Access setting is recommended to be "Read Only".

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  • 2.18 Server Time Synchronization

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

02E).

  • 2.19 Web Authoring Tools Option

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

The tools included with the Exaquantum software are specifically designed to integrate with Microsoft Expression Web 4 + SP2.

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

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

If Microsoft Expression Web 4 is being used, it does not have to be installed before the Exaquantum software. The integration should be available after installing Expression Web.

  • 2.20 Windows Terminal Services

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

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

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

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

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  • 2.21 21 CFR Part 11 Support

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

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

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

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

  • 2.22 Network Configuration

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

  • 2.23 User Group Generation before Installation

When installing Exaquantum with Standard security model, it is required to manually generate “EXA_MAINTENANCE” group on the install destination PC or domain. This operation is necessary for both Exaquantum server and client.

Note 1: In case of Standard Model, in order to use SQL Server Management Studio, QTM_MAINTENANCE and Administrator privilege are needed. For Legacy Model, in order to use SQL Server Management Studio, Administrator privilege is needed.

Note 2: When requested below, execute bat files as Administrator.

  • - If the batch file is not executed as Administrator, error number ‘5’ is given. Error detail is “Access is denied”.

  • - If the batch file is executed twice, error number ‘1379’ is given Error detail is “The specified local group already exists”.

For Standard Model (Standalone management)

  • 1 Log on with a user account having administrator’s authority to perform installation.

  • 2 Select the following files in the Exaquantum prerequisite DVD (Disk 1), then right click and select "Run as administrator".

TOOLS \QTMPreSetStdModel.bat

  • 3 Log on again with the user account of step 1 because log-off is performed automatically at the end of the script.

TIP: The following contents are set with "QTMPreSetStdModel.bat" The group "EXA_MAINTENANCE" is created on the PC where the Exaquantum is to be installed. The user account currently logged on is registered to the "EXA_MAINTENANCE" group.

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For Standard Model (Domain management)

  • 1 Setting in the domain controller (the domain administrator should perform) 1-1. Generate the following domain groups on the domain controller. EXA_MAINTENANCE QTM_DATA_READ QTM_DATA_WRITE QTM_EXPLORER_DESIGN QTM_MAINTENANCE QTM_OPC Note: In order to user Exaquantum Service Manager, QTM_MAINTENENCE privilege is needed. 1-2. Generate the domain user account to be used to install Exaquantum. 1-3. Register the domain user account generated in 1-2 in the "EXA_MAINTENANCE" group. 1-4. Register the domain user account generated in 1-2 in the Domain Admins group. If the domain user account cannot be registered in the Domain Admins group, please follow step 2-4.

  • 2 On the PC where Exaquantum will be installed, log on as the user with Administrative privilege.

2-1. Select the following files in the Exaquantum prerequisite DVD (Disk 1), then right click and select "Run as administrator".

TOOLS \QTMPreSetStdModelDom.bat

2-2. As log-off is performed automatically at the end of the script, log on again with a user account with local administrator privilege.

2-3. Add the PC where Exaquantum is to be installed to domain and reboot the PC. 2-4. In the situation when the domain user account cannot be registered in the Domain Admins group, following this procedure:

  • 1. Log on as the same user

  • 2. Register the domain user account generated in 1-2 in the domain Admins group to “Administrator” Group on the PC where Exaquantum is installed

  • 3. , Reboot the PC.

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TIP: The details of settings performed with "QTMPreSetStdModelDom.bat" are as follows.

The "EXA_MAINTENANCE_LCL" group in generated on the PC where the Exaquantum is to be installed.

The user account used to perform step 2-1 is added to the "EXA_MAINTENANCE_LCL" group.

Note: If this setting is modified in the Domain, it is not immediately picked up by PCs running in the Domain, to which the setting applies.

To apply the privilege, logoff / logon twice after the setting change in order to apply the privilege. This activity should be performed on all PCs to which the privilege applies.

The following cases are when the setting is not reflected at the first logon, which are affected by the fast logon setting:

  • - When the user account is disabled on the domain

  • - When the access control is changed

  • - When password of the user account on the domain is changed

  • 2.24 Installation of Exaquantum with third party software.

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

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

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  • 2.25 Installation of Exaquantum with Exaopc software.

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

Note1: When installing both Exaopc and Exaquantum on the same server, install Exaopc first.

Note2: If on Windows Server 2008, EXA product (Exaopc, Exapilot, Exaplog, Exarqe and Exasmoc)'s security model is legacy, change DCOM authenticate Level from "None" to "Connect", and install Exaquantum.

This is done as follows.

  • 1 Start the Windows Services Management Console from Administration Tools.

  • 2 Click “EXA Bossd” in the Service dialog.

  • 3 Click the “Stop” button in the General Tab of EXA Bossd properties.

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

  • 5 Click the “OK” button.

When Exaquantum server installation has completed, the Exaopc server can be restarted. This is done as follows.

  • 1 Run the Services Window from [Control Panel] -> [Administrative Tools] .

  • 2 Click “EXA Bossd” in the Service dialog.

  • 3 Select “Automatic” from start-up type.

  • 4 Click the “OK” button.

  • 5 Reboot the PC.

  • 2.26 Installation of Exaquantum with EXA software : Exaopc, Exapilot, Exaplog, Exasmoc, Exarqe.

Before Exaquantum server is installed on a PC which is also running Exapilot server, it is first necessary to stop the Exapilot server.

Note1: When installing with Exaopc, Exapilot, Exaplog, Exasmoc, Exarqe the same server, install the Exaopc, Exapilot, Exaplog, Exasmoc, Exarqe before installing Exaquantum.

Note2: If on Windows Server 2008, EXA product (Exaopc, Exapilot, Exaplog, Exarqe and Exasmoc)'s security model is legacy, change DCOM authenticate Level from "None" to "Connect", and install Exaquantum.

Note3: When Exaquantum is installed with Exasmoc, Exarqe, reinstall Exasmoc, Exarqe.

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  • 2.27 Internet Protocol Version 4(TCP/IP v4)

After Windows Server 2008 SP2 or Windows Vista SP2 is installed or the service pack has been applied, and after the restart of the Computer, the Computer Gateway address can get corrupted; in this situation, the setting should be checked.

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

  • 1. Run the Control Panel, and double click Network and Sharing Center.

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

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

Properties

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

  • 5. Verify the following settings are correct:

IP address

Subnet mask

Default gateway

  • 6. From the Start menu, right mouse click on Command Prompt, and run the following command: Ipconfig /all For each network card, verify the settings are correct for:

IP address

Subnet mask

Default gateway

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

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

  • 9. Run the following from the command prompt: netsh interface ip reset

    • 10. Restart the computer

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

IP address

Subnet mask

Default gateway

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  • 2.28 Internet Explorer Settings

For Windows 8, Windows 7 and Vista To change the Internet Explorer settings:

  • 1 Open Internet Explorer.

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

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

  • 4 In the Settings list, scroll down to the Security section.

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

  • 6 For Windows 8 or Windows 7, Ensure that the Check for publisher’s certificate revocation and Check for server certificate revocation (requires restart) checkbox are not selected.

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

  • 8 Close Internet Explorer For Windows Server 2008, Server 2008 R2 and Server 2012

To change the Internet Explorer settings:

  • 1 Open Internet Explorer. Note: Y ou may need to run Internet Explorer with administrator privileges to enable modification of the following settings. To do this, right click on Internet Explorer and select Run as administrator.

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

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

  • 4 In the Settings list, scroll down to the Security section.

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

  • 6 In case of Windows Server 2008 R2 or Windows Server 2012, Ensure that the Check for publisher’s certificate revocation and Check for server certificate revocation (requires restart) checkbox are not selected.

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

  • 8 Close Internet Explorer.

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  • 2.29 User Account Control

The procedure defined in this section is relevant under the following condition:

The user running the install has administration rights on the PC, but is not the actual Administrator.

In this condition, UAC must be disabled before Exaquantum is installed and re-enabled after the Exaquantum installation is complete.

The procedure to disable UAC:

  • 1. Select Control Panel and User Accounts

  • 2. Select Turn User Account Control on or off

  • 3. Uncheck Use User Account Control (UAC) to help protect your computer

  • 4. Reboot the PC

Note: The reason for disabling UAC is that if it is enabled the installation of SQL Server as one of the prerequisites may be slow.

  • 2.30 Microsoft Hotfix

Log on as the user with Administrative rights; execute the following file from the Exaquantum prerequisite DVD(Disk 1).

<DVD>: \Misc\COMMON_EXA\KB2553549PatchSetup.cmd

The following patches are not included on the Exaquantum prerequisite DVD (Disk 1) or Exaquantum DVD (Disk 2). If necessary, please obtain these patches from Microsoft and then apply.

NOTE 1. If using Internet Explorer 8.0 on Windows Server 2008 SP2 or Windows Vista SP2 to browse the Exaquantum Website,, please apply the Security Program for Internet Explorer (KB2416400, KB2510531). For details, refer to the following URL:

NOTE 2. If using Internet Explorer 9.0 to browse the Exaquantum Website, please apply the Security Program for Internet Explorer (KB25864448). For details, refer to the following URL:

NOTE 3: If using Internet Explorer 10.0 to browse the Exaquantum Website, please apply the Security Program for Internet Explorer (KB2761465). For details, refer to the following URL:

NOTE 4: If using IIS on Windows Server 2008 to serve the Exaquantum Website, please apply the IIS7 patch (KB980368). For details, refer to the following URL:

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  • 2.31 Power Options

In order to prevent issues during installation or during execution on an Exaquantum Server, the power options should be set as follows:

  • 1. As an Administrative user run the Control Panel and select “Power Options”.

  • 2. Select “Change Plan Settings” then click “Change advanced power settings”.

  • 3. In the Power Options dialog, ensure that the options are set as follows where they are available:

    • a. Hard Disk – Turn off hard disk after: Never

    • b. Sleep – Sleep after: Never

    • c. Sleep – Allow hybrid sleep: Off

    • d. Sleep – Hibernate after: Never

    • e. Sleep – Allow wake timers: Disable

  • 4. Click “OK” then click “Save changes”.

  • Exaquantum Installation Guide

    3-1

    Chapter 3

    Prerequisites

    3.1

    Overview

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

    The Client / Server Technology being used.

    Which Exaquantum component is being installed?

    Which user should be used to install Exaquantum?

    Before installation, it is necessary to determine the installation user. For further information, refer to "3.8 Determine the Installation User"

    The prerequisites are divided into two main categories:

    Hardware requirements - which concerns the:

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

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

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

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

    Exaquantum/PIMS Server Prerequisites.

    Combined Server Prerequisites

    Exaquantum/Web Server Prerequisites.

    Exaquantum/Explorer Client Prerequisites.

    Exaquantum/Web Client Prerequisites.

    All of the software items are provided on the Exaquantum Prerequisites DVD

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

    3-2

    Chapter 3 Prerequisites

    • 3.2 Exaquantum Prerequisites DVD

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

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

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

    In the root directory of the Exaquantum DVD, locate the executable file Autoplay.exe, right click it and select Run as administrator

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

    Exaquantum/PIMS Server Prerequisites. Combined Server Prerequisites Exaquantum/Web Server Prerequisites. Exaquantum/Explorer Client Prerequisites. Exaquantum/Web Client Prerequisites.

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

    Exaquantum DVD

    Microsoft

    Windows Installer 4.5

    Microsoft .NET Framework 3.5 Service Pack 1

    Microsoft

    .NET Framework 4.0.

    Microsoft .NET Framework 4.5. (Supplied with SQL Server 2012) Microsoft Visual C++ 2008 Redistributable HIS OPC Client for HIS R5.03. Yokogawa Exaopc Client R3.72. Microsoft SQL Server 2012 Standard Edition. Microsoft SQL Server 2012 Service Pack 1

    Microsoft SQL Server 2005 Service Pack 4 Microsoft SQL Server 2008 Service Pack 2

    Microsoft SQL Server 2008 R2 Express (Only installed for Exaquantum systems that are migrated from a previous Exaquantum version, and contain offline archives)

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    • 3.3 Combined Server Prerequisites

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

    Hardware Requirements

    This is the minimum hardware requirement values, or the minimum hardware requirements of your selected operating system, whichever is the greater:

    CPU - 2GHz Pentium. RAM – 1 Gbyte. Hard disk - 100 Gbytes. Network - 10 Mb Ethernet.

    Now is a good time to consider the hard disk space allocation (2.12 Hard Disk Considerations).

    Software Prerequisites Operating System Windows Server 2008 Standard Edition with Service Pack 2 (32 bit). Windows Server 2008 R2 Standard Edition (64 bit) with Service Pack 1. Windows Server 2012 Standard Edition (64 bit). Mandatory Software Microsoft Windows IIS (Internet Information Server) [Provided with operating system]. Microsoft PowerShell [Provided]. Microsoft .NET Framework 3.5 with Service Pack 1 [Provided]. Microsoft .NET Framework 4.0 [Provided]. Microsoft Visual C++ 2008 Redistributable [Provided]. HIS OPC client R5.03 [Provided]. Exaopc client R3.72 [Provided]. Microsoft SQL Server 2012 Standard Edition [Provided]. Microsoft Internet Explorer (8 – 10) [A version is provided with operating system]. Microsoft PowerShell [Provided].

    3-4

    Chapter 3 Prerequisites

    Optional Software

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

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

    Microsoft Expression Web 4 SP2 [Not Provided] – Required for web authoring. NOTE that Microsoft Expression Web 4 requires .NET Framework 4 as a pre- requisite.

    Windows Terminal Services [Provided with operating system] - Required for Web Admin Tools. NOTE that there are Microsoft license restrictions when using this product.

    Microsoft Excel (Office 2010, or Office 2013 (32 bit versions only)) [Not provided] - Required for Excel Add-in feature.

    Microsoft SQL Server 2008 R2 Express. This is installed, for the support of migration from a previous Exaquantum version, which contains offline archives.

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    • 3.4 Exaquantum/PIMS Server Prerequisites

    Hardware Requirements

    This is the minimum hardware requirement values, or the minimum hardware requirements of your selected operating system, whichever is the greater:

    CPU - 2GHz Pentium. RAM – 1 Gbytes. Hard disk - 100 Gbytes. Network - 10 Mb Ethernet.

    Now is a good time to consider the hard disk space allocation (2.12 Hard Disk Considerations).

    Software Prerequisites Operating System Windows Server 2008 Standard Edition with Service Pack 2 (32 bit). Windows Server 2008 R2 Standard Edition (64 bit) with Service Pack 1. Windows Server 2012 Standard Edition (64 bit). Mandatory Software

    Internet Explorer 8, or Internet Explorer 9, or Internet Explorer 10. Use Internet Explorer (32 Bit)

    Microsoft PowerShell [Provided]. Microsoft .NET Framework 3.5 with Service Pack 1. [Provided]. Microsoft .NET Framework 4.0. [Provided]. Microsoft Visual C++ 2008 Redistributable [Provided]. HIS OPC client R5.03 [Provided]. Exaopc client R3.72 [Provided]. Microsoft SQL Server 2012 Standard Edition [Provided].

    3-6

    Chapter 3 Prerequisites

    Optional Software

    Exaopc server [Provided] - required for the Cross-server Calculation or Exaquantum Open Interface feature.

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

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

    Windows Terminal Services [Provided with operating system] - Required for Web Admin Tools. NOTE that there are Microsoft license restrictions when using this product.

    Microsoft Excel (Office 2010, or Office 2013 (32 bit versions only)) [Not provided] - Required for Excel Add-in feature.

    Microsoft SQL Server 2008 R2 Express. This is installed, for the support of migration from a previous Exaquantum version, which contains offline archives.

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    • 3.5 Exaquantum/Web Server Prerequisites

    Hardware Requirements

    This is the minimum hardware requirement values, or the minimum hardware requirements of your selected operating system, whichever is the greater:

    CPU – 2GHz Pentium. RAM - 1 Gbytes. Hard disk - 18 Gbytes. Network - 10 Mb Ethernet. Software Prerequisites Operating System Windows Server 2008 Standard Edition with Service Pack 2 (32 bit). Windows Server 2008 R2 Standard Edition (64 bit) with Service Pack 1. Windows Server 2012 Standard Edition (64 bit). Mandatory Software

    Microsoft Windows IIS [Provided with operating system] (Internet Information Server). Microsoft Visual C++ 2008 Redistributable [Provided] Microsoft .NET Framework 3.5 with Service Pack 1 [Provided]. Microsoft .NET Framework 4.0 [Provided]. Microsoft Internet Explorer (8 – 10) [A version is provided with operating system]. Optional Software Microsoft Expression Web 4 SP2 [Not Provided] – Required for web authoring. NOTE that Microsoft Expression Web 4 requires .NET Framework 4 as a pre- requisite.

    3-8

    Chapter 3 Prerequisites

    • 3.6 Exaquantum/Explorer Client Prerequisites

    Hardware Requirements

    This is the minimum hardware requirement values, or the minimum hardware requirements of your selected operating system, whichever is the greater:

    CPU - 600 MHz Pentium. RAM - 512 Mbytes. Hard disk - 4 Gbytes Video resolution - 1024x768. Video colors – 65536. Network - 10 Mb Ethernet. Software Prerequisites Operating System Windows Server 2008 Standard Edition with Service Pack 2 (32 Bit). Windows Server 2008 R2 Standard Edition (64 bit) with Service Pack 1. Windows Server 2012 Standard Edition (64 bit). Windows Vista Business (32bit) with Service Pack 2. Windows 7 Professional (64 bit) with Service Pack 1. Windows 7 Professional (32 bit) with Service Pack 1. Windows 8 Pro (64 bit). Windows 8 Pro (32 bit). Mandatory Software

    Internet Explorer 8, or Internet Explorer 9, or Internet Explorer 10. Use Internet Explorer (32 Bit)

    Microsoft Visual C++ 2008 Redistributable [Provided] Microsoft NET Framework 3.5 with Service Pack 1 [Provided] Optional Software

    Microsoft Excel (Office 2010, or Office 2013 (32 bit versions only)) [Not provided] - Required for Excel Add-in feature.

    Microsoft Expression Web 4 SP2 [Not provided] - Required for web authoring. NOTE that Microsoft Expression Web 4 requires .NET Framework 4 as a pre- requisite.

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    • 3.7 Exaquantum/Web Client Prerequisites

    Hardware Requirements

    This is the minimum hardware requirement values, or the minimum hardware requirements of your selected operating system, whichever is the greater. :

    CPU - 600 MHz Pentium. RAM - 512 Mbytes. Hard disk - 4 Gbytes. Video resolution - 1024x768. Video colors – 65536. Network - 10 Mb Ethernet. Software Prerequisites Operating System Windows Server 2008 Standard Edition with Service Pack 2 (32 bit). Windows Server 2008 R2 Standard Edition (64 bit) with Service Pack 1. Windows Server 2012 Standard Edition (64 bit). Windows Vista Business (32bit) with Service Pack 2. Windows 7 Professional (64 bit) with Service Pack 1. Windows 7 Professional (32 bit) with Service Pack 1. Windows 8 Pro (64 bit). Windows 8 Pro (32 bit). Mandatory Software

    Internet Explorer 8 or Internet Explorer 9 or Internet Explorer 10. Use Internet Explorer (32 Bit)

    Optional Software

    Microsoft Excel (Office 2010 or Office 2013 (32 bit versions only)) [Not provided] - Required for Excel Add-in feature.

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    Chapter 3 Prerequisites

    • 3.8 Determine the Installation User

    IT security setting is performed when server function is installed. The Installation user will differ according to current security model and user management method. Log on with the user identified in the table below and execute installation

    Table 3-1 Startup user

    Security model

    Installation User

    Legacy

    User with local administrative privilege.

    Standard (standalone)

    User belongs to the EXA_MAINTENANCE group and has Administrative rights on the local PC.

    Standard (Domain) *1

    Domain user who belongs to the domain groups EXA_MAINTENANCE and Domain Admins.

    *1:

    For the domain management, if Domain Admins on domain cannot be joined, login as a user in the local Administrator Group.

    Exaquantum Installation Guide

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    Chapter 4 Installation Procedures

    • 4.1 Installation Procedures Overview

    There are two main phases to installing the software:

    Installing

    the prerequisites.

    Installing

    the Exaquantum software.

    The installation procedure will use the DVDs in the following order:

    • 1. Exaquantum Prerequisites DVD

    • 2. Exaquantum Software DVD

    Before starting you should be aware of, and understand:

    The choices you will be asked to make during the installation procedures. The preparation necessary to ensure a suitable platform for the software. You are strongly recommended to read the topics concerning:

    Installation Overview. Prerequisites. Pre-installation preparation.

    NOTE. The Exaquantum Web Server deployment provides two Web Sites:

    Exaquantum LegacyWeb

    Exaquantum Web

    The Exaquantum LegacyWeb website was the only website supported for Exaquantum installations prior to the R2.80 release. From the R2.80 release, the new Exaquantum Web website was introduced. Both websites run concurrently. The installation procedure for Web Client deployment has some differences between the two websites:

    Exaquantum LegacyWeb only – following the sections for Exaquantum

    LegacyWeb Exaquantum Web – there are no specific Web Client Installation procedures

    Both Web Clients – follow the sections for Exaquantum LegacyWeb

    4-2

    Chapter 4 Installation Procedures

    4.2

    Installation

    There are four stages to installation:

    Stage 1 - Installing The Operating System:

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

    For Exaquantum/Web server, also choose to install the IIS option (Chapter 8 Internet Information Server).

    For Exaquantum Event Generator Tool on Combined or Data servers, also choose the MSMQ option (Chapter 7 Microsoft Message Queue (MSMQ) ).

    • 2 Install any service packs that are required.

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

    • 4 Configure for TCP/IP networking.

    Stage 2 - Installing Other Prerequisites That Are Not Provided:

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

    Stage 3 - Installing Exaquantum Prerequisites:

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

    Before installing Exaquantum Prerequisites, the following procedure needs to be followed. Note 1: Please determine the Security Model. For further information, refer to “2.8 Determine the Security Model”. Note 2: Please generate User Group For further information, refer to “2.23 User Group Generation before Installation”. Note 3: Please determine the Install User. For further information, refer to “3.8 Determine the Installation User”.

    Note 4: When using Windows Vista and, Windows 7, Windows Server 2008 R2 and Windows 8 Pro set the Windows Display Style to “Classic Style”.

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

    NOTE: If a user other than an Administrator is used, after any automatic login, the UAC dialog will be displayed, and any installation will not proceed.

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    • 2 Follow the menu selection for the t ype of installation you are performing. The following procedures are available:

    Exaquantum/PIMS server installation Exaquantum/Web server installation Combined Exaquantum server installation Exaquantum/Explorer client installation Exaquantum/Web client installation (Exaquantum LegacyWeb only)

    • 3 Configuring Microsoft SQL Server 2012 requires some special attention (Configuring SQL Server Memory).

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

    Note: If you select the auto login option then a UAC screen will be displayed, and must be acknowledged when the system restarts unless you are performing the install as the ‘Administrator’ user. The Account Control screen will time out after 2 minutes; then the installation will not continue, if this occurs then you have to select <DVD>:\Autoplay.exe and ‘run as administrator’ to continue.

    NB When doing a Standard Domain install you will always have the UAC displayed as this install must be performed as a domain user and cannot be performed as the ‘Administrator’ user.

    Stage 4 - Installing The Exaquantum Software

    Once the prerequisites have been successfully installed the Exaquantum installation will start automatically. The Installation will prompt for the Exaquantum Software DVD.

    Note:

    Regarding IT Security, please refer to the following contents. “5.14 Exaquantum – Security Model”. “5.15 Exaquantum – Security Settings ”.