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Proficy Plant Applications v7.0.

1 Quick Install Guide

Proficy Plant Applications 7.0.1


Quick Install Guide
(And Best Practices)
Installation Instructions Based on:
Windows Server 2012 x64 Operating System
SQL Server 2012 Standard (where applicable)
Microsoft Office / Excel 2013 (where applicable)

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Proficy Plant Applications v7.0.1 Quick Install Guide

Contents
Installation Pre-Requisites........................................................................................................................................3
General Pre-Requisites.........................................................................................................................................3
Proficy Plant Applications Application Server.....................................................................................................3
Proficy Plant Applications Report (Web Server)..................................................................................................3
Proficy Plant Application Clients.........................................................................................................................4
Plant Applications Universal Client.......................................................................................................................4
Installing Proficy Plant Applications 7.0.1.................................................................................................................6
Proficy Application Server....................................................................................................................................6
Installing the Plant Applications Server..................................................................................................................11
Plant Applications Report Server........................................................................................................................14
Plant Applications Client.....................................................................................................................................19
Installing Plant Applications Service Pack 1 (SIM 74)..............................................................................................22
Plant Applications .NET SDK...............................................................................................................................38
Appendices.............................................................................................................................................................40
Installing Proficy Advantage Licensing and Activating License........................................................................41
Installing the Proficy Advantage Client..........................................................................................................41
Installing the Proficy Advantage License (Activation Code)..........................................................................43
Installing IIS Roles & Service Pre-Requisites.......................................................................................................44
IIS Roles & Services for the Plant Applications Application Server.................................................................44
IIS Roles & Services for the Plant Applications Report Server.........................................................................44
Troubleshooting – Plant Applications Message Bridge (RabbitMQ)...................................................................51

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Proficy Plant Applications v7.0.1 Quick Install Guide

Installation Pre-Requisites

General Pre-Requisites
1) Microsoft SQL Server 2012, 2014, 2016 (2017 support expected Q3/Q4 of 2018)
2) Microsoft Server 2012 R2, 2014, 2016 Standard
3) Windows 7 or Windows 10 (Clients only)
4) Internet Explorer 11 (in non-compatibility mode) & Chrome for Plant Applications Universal Client
5) New/SIM Installation (This document does not cover upgrades)
6) Proficy Advantage Licensing Plan (Cloud Licensing, Local License Server, Offline option(s))
7) NET TCP Port Sharing must be enabled on the applicable servers. This is a feature in the Add
Roles/Features, Application Server Role on Microsoft Server 2012. This role has been removed in
Microsoft Server 2016 and the services must be manually enabled and set to Automatic startup. These
services must be running prior to installation.
8) Disable User Access Control (UAC) prior to any/all install procedures

Proficy Plant Applications Application Server


1) Proficy Advantage Licensing Client – Current Version (17.5.1245 at time of printing)
a. This assumes a Proficy Advantage License Server is already in place
b. If Licensing Server is needed, it will also need to be installed with the License Server Tools
2) Plant Applications 7.0 License - Installing Proficy Advantage Licensing and Activating License
3) Install Required Roles & Features
a. Microsoft IIS Version 8.0 or higher (depending on Operating System) – Installing IIS Roles &
Service Pre-Requisites
b. IIS DefaultAppPool needs to be set to enable 32-Bit applications
c. Post Installation, the SOAWebService Application Pool needs to be set to enable 32-Bit
applications
4) Microsoft SQL 2016 Feature Pack
i. SQLSysClrTypes.msi (ENU\x64\SQLSysClrTypes.msi from the above link)
5) If Upgrading from PA 4.4.x – 5.0
a. Microsoft Silverlight 5 SDK
b. Microsoft Silverlight Runtime
c. PrepPADBforSOAInstall.sql – This is ran on the SQL Server against the existing database and
the script can be found on the installation media
6) A SQL authenticated account with SQL “sysadmin” group membership (permissions). In the past the SA
account was required, this requirement has been removed. However, the account must have SA
“sysadmin” privileges. Windows Authentication can be used, but not recommended
7) Validate at least 8Gb of RAM on the Host machine (Note: Virtual Machines often default to a 4Gb RAM,
or lower, environment, this will need to be increased prior to installation)

Proficy Plant Applications Report (Web Server)


1) Install Required Roles & Features
a. Microsoft IIS Version 8.0 or higher (depending on Operating System) – Installing IIS Roles &
Service Pre-Requisites
b. IIS DefaultAppPool needs to be set to enable 32-Bit applications
c. Post Installation, the PlantApplications Application Pool needs to be set to enable 32-Bit
applications
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Proficy Plant Applications v7.0.1 Quick Install Guide

2) Microsoft Excel 2013 /2016, 32-Bit with VBA options installed (64-bit is NOT supported (if Excel
Reporting will be leveraged) – Review KBA: Excel Report Engines Do Not Start: Must Log Onto This
Computer And Run Microsoft Excel At Least One Time Before Engine Can Continue (Office/Excel
2010, 2013, 2016)
3) A domain or local computer service account that has local computer administrator permissions (if Excel
Reporting will be leveraged and is generally exempt from password change requirements)
4) A SQL authenticated account with SQL “sysadmin” group membership (permissions) in the past the SA
account was required, this requirement has been removed. However, the account must have SA
“sysadmin” privileges.
5) Install the Plant Applications Client (Admin and/or thin client) first and validate can connect. (Resolve
connection issues if cannot be connected before installing the Report Server)
6) A Default Printer – This printer should leverage a real printer driver (not a printer “class” driver). A
“dummy printer” can be installed and set offline. A PDF or XPS printer should not be configured as the
default printer.
7) To leverage the new Proficy PDF option (and remove the PDF Pre-Requisite for Adobe Acrobat) – A
“PDF Printer” will need to be installed. (See GE Knowledge Base for Setting up Proficy PDF)
8) A local or domain service account with local administrator group membership and the ability to log on as
a service. Note: An account without local administrator privileges can be leveraged, however, additional
configuration will be required for DCOM services (see GE Knowledge Base for configuring DCOM).
9) Post installation, it is required to logon to the report server at least one time, leveraging the same account
created for Step 6. Run Excel, and configure the Excel options appropriately. (see GE Knowledge Base
for Configuring Excel for the Report Server) – Recommended procedure is to leverage this account while
performing the installation and configure the Excel options prior to installing.

Proficy Plant Application Clients


1) Microsoft Windows 7 or Windows 10
2) Microsoft .NET Framework 2.0 – On the server - Control Panel -> Programs -> Turn Windows Features
On or Off -> Server Manager -> Add roles and features -> Before You Begin -> Next -> Installation Type
-> Next -> Select Server -> Next -> Server Roles -> Web Server -> Application Development ->
Check .NET Extensibility 3.5 and ASP.NET 3.5 (this will add the required roles that include .NET 2.0
and 3.0) -> Features -> .NET Framework 3.5 Features -> Check HTTP Activation (and required features)
-> Next -> Confirm Installation Selections – You will almost certainly be required to specify an alternate
source path -> Specify an alternate source path -> Select path to your Windows installation media drive
and the \sources\sxs folder -> Ok -> Install
3) Microsoft .NET Framework 2.0 – On Windows 7 or 10 – Control Panel -> Programs -> Turn Windows
Features On or Off -> Windows Features -> Check .NET Framework 3.5 (includes .NET 2.0 and 3.0) ->
OK -> Download file from Windows Update
4) Microsoft Internet Explorer 11 in non-compatibility mode.

Note: By default, Microsoft IE will default intranet sites to being in compatibility mode. This will need to
be unchecked. See IE Internet Options, Compatibility View Settings.

5) Proficy Plant Applications Excel Add-In


a. Microsoft Excel 2010 – 2016, 32-Bit with VBA options installed (64-bit is NOT supported),
Excel is required if exporting/importing of various plant components will be leveraged from the
Plant Applications Administrator or for Reports created with the Excel Add-In

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Proficy Plant Applications v7.0.1 Quick Install Guide

Plant Applications Universal Client


1. Proficy Historian 7
*Note: This application is installed on the Proficy Historian 7 Server. It is not installed on the Plant
Applications Application or Report Servers, nor is it installed on the Plant Applications Client systems.
2. Microsoft ODBC and SQL Command Line Utilities which are available from Microsoft. Note that this
step will not be needed if SQL and Historian are on the same server.
a. Microsoft SQL 2016 Feature Pack (Will work with all versions of SQL)
i. msodbcsql.msi (ENU\x64\msodbcsql.msi from the above link)
ii. MsSqlCmdLnUtils.msi (ENU\x64\MsSqlCmdLnUtils.msi from the above link)

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Proficy Plant Applications v7.0.1 Quick Install Guide

Installing Proficy Plant Applications 7.0.1


When installing Plant Applications, the installation order is important. This order applies to all Plant Applications
Versions.

1) Proficy Application Server 8) Plant Applications Service Packs/SIMs (App


2) Plant Applications Server Server)
3) Plant Applications Client (Application Server) 9) Plant Applications Service Packs/SIMs (Web
4) Plant Applications Client (Report Server) Server)
5) Plant Applications Report Server 10) Workflow Service Packs/SIMs (Clients)
6) Workflow Service Packs/SIMs (App Server) 11) Plant Applications Service Packs/SIMs
7) Workflow Service Packs/SIMs (Extension (Clients)
Server(s))
If Plant Applications v7.0 is already installed, skip to Installing Plant Applications Service Pack 1.

Proficy Application Server


1) Validate Application Server Pre-Requisites
are installed.
2) Mount the Proficy Plant Applications 7.0.1
ISO file, or load the DVD if you created one
from the ISO file, on the Plant Applications
Application Server (It is best practice to copy
the ISO to a local drive)
3) If Upgrading from Plant Applications 4.4.x –
5.0
a. Validate Application Server Pre-
Requisites are installed regarding
Upgrades!
b. Install Proficy Workflow 2.2 SP1
First!
c. Proficy Application Server
(Workflow 2.5) is expecting a Unified
Message Database (UMDB) – This
step will update the non-UMDB
database to be a UMDB)
4) Open the contents
5) Right Click on the InstallFrontEnd.exe (Click
View – Show Extensions may be needed to
see the .exe) and select Run as Administrator
(if Run as Administrator is not an option, you
likely do not have the required permissions to
run the installation successfully)

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Proficy Plant Applications v7.0.1 Quick Install Guide

6) Select “Proficy Application Server”

7) Select Install Client and Application Server


from the Workflow 2.5 SP3 Installation menu

8) Select Proficy Application Server

9) Select Core Server -> Click Next

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Proficy Plant Applications v7.0.1 Quick Install Guide

10) License Agreement -> Click I Agree (Read


Agreement first)

11) Installation Folders and Architecture


12) Enter Destination Folder (32-bit) Path
13) Enter Destination Folder (64-bit) Path
14) Architecture: Click 32-Bit
*Note: Architecture defaults to 64-bit for
Workflow ONLY installations. 64-bit is NOT
compatible with Plant Applications at this
time. You MUST select 32-bit for a successful
installation of Plant Applications
15) Click -> Next

16) AD LDS Integration


*Note: If AD LDS services have not been
installed on the server, this is an informational
message only.

If AD LDS services have been installed on the


server, a configuration screen appears. Click
-> Do Not Use AD LDS Service option

17) Click -> Next

18) Database Configuration


19) Uncheck Back up your existing database
20) Uncheck Use a local database with Windows
Authentication

*Note: This option is for Workflow only


installations and installs SQL Express. SQL
Express is NOT compatible with Plant
Applications

21) Server: SQL-ServerName\Instance (If


instances are not leveraged, just the SQL
*After clicking Next, the installer will validate the SQL
Server name should be entered)
22) Database: Database Name (Customize the server can be accessed and logged into leveraging the
database name or leave default “SOADB” – If user name and passoword provided. If a connection
upgrading from a PA 6.x, this will be your cannot be made, validate firewall rules. SQL Server

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Proficy Plant Applications v7.0.1 Quick Install Guide

existing database name) port 1433 inbound on the SQL server and outbound
23) Authentication: Select SQL Server on the applications server must be open. – Better yet,
Authentication disable the firewall or 3rd party Virus/Firewall
24) Username: SA (Alternate SQL user may be applications prior to installation
used, the user must be a member of the SQL
sysadmin’s group)
25) Password: ******** (per user name)
26) Click -> Next
27) Security
28) Name: Admin
29) Password: ******
30) Confirm Password: ******
31) Optional Additional Security

*Note: These options can be enabled at a later


date. To keep the installation as simple as
possible, uncheck all the options at this time.

32) Click -> Next


33) Server Certificates
34) Select Generate new and unique certificates
35) Click -> Next

36) Web Service


37) IIS Server Information
38) Host Name: Application Server NetBios
(short name)
39) Website: Default Web Site
40) KSP User Account
41) Password: *****
42) Confirm Password: *****
43) Click -> Next

The KSP User account information is


maintained for compatibility with PA v6.3. If
upgrading, this password needs to match your
existing KSP User account if the KSP
databases where backed up and restored
database was also restored.

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Proficy Plant Applications v7.0.1 Quick Install Guide

44) Firewall Settings

Note: Informational message/reminder to


open the required firewall ports

45) Click -> Next

46) Installation Confirmation


47) Click -> Install

Approximate Run Time: 7 Minutes (clean install)

*Note: When the installation gets to the stage of


“Deploying DACPACs” this stage can take a
significant amount of time (when upgrading) and is
relevant to database size (160Gb db took 30+ minutes)

48) If errors are encountered, View Log file and


consult GE Digital Knowledge base, search
on keywords found in the error messages.
Resolve issues and retry. If issues persist,
contact GE Support.
49) Installation Successful, Click -> Exit

50) Click Exit

At this time, it is a recommended practice to validate the Proficy Server Service (may take 10+ minutes) has
started and you can open the Workflow client and login. Then, close the client and proceed.
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Proficy Plant Applications v7.0.1 Quick Install Guide

Installing the Plant Applications Server


If Plant Applications v7.0 is already installed, skip to Installing Plant Applications Service Pack 1.

1) Mount the Proficy Plant Applications 7.0.1


ISO file, or load the DVD if you created one
from the ISO file, on the Plant Applications
Application Server (It is best practice to copy
the ISO to a local drive)
2) Open the contents
3) Right Click on the InstallFrontEnd.exe (Click
View – Show Extensions may be needed to
see the .exe) and select Run as Administrator
(if Run as Administrator is not an option, you
likely do not have the required permissions to
run the installation successfully)

4) Select Plant Applications Server

5) License Agreement -> Click I Agree

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Proficy Plant Applications v7.0.1 Quick Install Guide

6) Configure Security
7) Administrator Name: Admin (same name as
entered when installing the Proficy
Application Server)
8) Administrator Password: ***** (same
password as entered when installing the
Proficy Application Server)
9) Click -> Next

10) Install PASP (Do NOT check)

The Plant Applications Service Provider is


maintained for backwards compatibility. This
technology has been replaced with MESCore
functionality. It can be enabled after the
install is completed if it is needed. For now,
best practice is to skip this step and do not
select to Install Plant Apps Service Provider

11) Leave unchecked, Click -> Next

12) Ready To install

The installation package will pick up many of


the details such as server names from the
Proficy Application Server installation.

13) Click -> Install


14) If the Proficy Application Server services are
running, a warning will be displayed that
these services need to be shutdown
15) Click -> Ok

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Proficy Plant Applications v7.0.1 Quick Install Guide

16) Configure Site


17) Ensure the MESCoreService is checked
(enabled)
18) Click -> Enable
19) Click -> Save

20) Configure Site


21) Validate Save Complete
22) Click -> Exit

23) If errors are encountered, View Log file and


consult GE Digital Knowledge base, search
on keywords found in the error messages.
Resolve issues and retry. If issues persist,
contact GE Support.
24) Installation Successful, Click -> Exit
25) Other Installation Options
26) Plant Applications Clients
Both the Administrator and Client are
recommended to be installed on the
Application Server.
27) Plant Applications Universal Client

Is NOT installed on the Application Server.


This is installed on your Proficy Historian 7.0
server

28) Plant Applications .NET SDK

Is NOT installed on the Application Server.


This is installed on the Client workstations
and possibly on the Report Server

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Proficy Plant Applications v7.0.1 Quick Install Guide

Plant Applications Report Server


If Plant Applications v7.0 is already installed, skip to Installing Plant Applications Service Pack 1.

1) Mount the Proficy Plant Applications 7.0.1


ISO file, or load the DVD if you created one
from the ISO file, on the Plant Applications
Report Server (It is best practice to copy the
ISO to a local drive)
2) Open the contents
3) Right Click on the InstallFrontEnd.exe (Click
View – Show Extensions may be needed to
see the .exe) and select Run as Administrator
(if Run as Administrator is not an option, you
likely do not have the required permissions to
run the installation successfully)

4) Select Plant Applications Client (see Plant


Applications Client)
5) Validate Report Server License is installed on
the Application Server and License Manager
is running and Router.Log indicates it is
connected
6) Return/Reopen the Installation Menu
7) Select Plant Applications Report Server

8) Plant Applications Web Server Install


Welcome Screen, Click -> Next

9) Action Item -> Read the Important Product


Information before proceeding, Click -> OK

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Proficy Plant Applications v7.0.1 Quick Install Guide

10) Question: Update Firewall Settings? Click ->


Yes or No (Yes Recommended)

If you click No, you will need to update the


firewall rules after installation (not covered in
this document, see Knowledge Support Center
and search for Firewall Port Requirements)
11) Select components to install, Change
Installation path if desired, Click -> Next

*Note: WebParts are an optionally licensed


component, installation is recommended
regardless of licensing obtained. If a license
for WebParts is not available, they will install,
they just will not be functional until a license
is added. This is easier than installing at a
later date and then having to re-apply Service
Packs and/or SIMs

The Plant Applications Web Report Engines


require Microsoft Excel 2010 – 2016 32-bit
(x86). 64-bit (x64) Excel is not supported.

A Report Engine Service Account is required


and the username and password will be
prompted for during the install. This can be a
local account or a domain account (entered
appropriately when prompted) but either
account will need to have local Administrator
group membership.

12) If you see this, and will be leveraging the


Plant Applications Report Engines (Excel
reports) you will need to quit the installation,
install Microsoft Office and/or Excel 32-bit
and start again.
13) Click -> OK (and Cancel and then Finish if
Excel is needed)
14) If you see this, the pre-requisites for IIS have
not been completed. See Installing IIS Roles
& Service Pre-Requisites
15) Click -> OK (and Cancel and then Finish),
then install IIS Pre-Requisites

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Proficy Plant Applications v7.0.1 Quick Install Guide

16) Report Server Port Settings

*Note: These do NOT typically need to be


changed. This would apply to a custom IIS
installation where alternate ports are
leveraged.

17) Http Port: 80


18) Https Port: 443
19) Click -> Next

20) Database Server Information


21) Database server: NetBios (short name) of the
SQL server\Instance

*Note: \Instance = SQL Instance name if


instances are being leveraged. This is a less
common installation and typically only the
SQL server name is needed. Check with
IT/dBA if unsure.

22) Click -> Next

23) Report Server Pre and Post Installation task


reminder (see Pre-Requisites)
24) Click -> Next

25) Report Engine Service Account Information


26) Windows Account
a. If a local account the NetBios (short
computer name) or a . precedes the
account name with the \ (backslash)
27) If a domain account the domain precedes the
account name with the \ (backslash)

*Note: Post installation, if the services have


not been created the NetBios, the . (period), or
the domain was not entered

28) Account leveraged must have Log On As A


Service ability (see last step) and should be a

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Proficy Plant Applications v7.0.1 Quick Install Guide

member of the local computer’s administrator


group or DCOM has to be configured
appropriately
29) Click -> Next
30) Installation path, modify if desired, Click ->
Next

31) SharePoint Portal Services detection


32) Click -> OK

33) Confirmation
34) Click -> Install

Approximate Installation Time: 8 minutes

35) If this error is encountered, the Plant


Applications Client was not installed first, the
license manager is not running correctly on
the Application server (check router.log on
the application server for license manager
connection), the firewall or 3rd party
antivirus/firewall has prevented the
connection, or another factor prevented
connection with the SQL Server
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Proficy Plant Applications v7.0.1 Quick Install Guide

36) Re-Install Plant Applications Report Server

*Note: When clicking on the Plant


Applications Report Server to reinstall, a
prompt to Repair Or Remove is presented.
Click -> Remove

37) Run Plant Applications Report Server


installation again starting from above
38) Installation Successful, Click -> Finish

39) Post installation, open Windows Services,


Select ONE of the Plant Applications
Reporting Services (Plant Applications Report
Engine 2 for example). Right Click ->
Properties -> Log On Tab -> Re-enter the
passwords -> Click Apply. This will add the
account to the Log On As A Service right. ->
Click OK -> Click OK -> Close the Services
window.

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Proficy Plant Applications v7.0.1 Quick Install Guide

Plant Applications Client


If Plant Applications v7.0 is already installed, skip to Installing Plant Applications Service Pack 1.

1) Validate Pre-Requisites are installed.


2) Mount the Proficy Plant Applications 7.0.1
ISO file, or load the DVD if you created one
from the ISO file, on the system it is to be
installed. (It is best practice to copy the ISO to
a local drive)
3) Open the contents
4) Right Click on the InstallFrontEnd.exe (Click
View – Show Extensions may be needed to
see the .exe) and select Run as Administrator
(if Run as Administrator is not an option, you
likely do not have the required permissions to
run the installation successfully)

5) Select Plant Applications Client

6) Plant Applications Client Welcome


7) Click -> Next

8) Action Item -> Read the Important Product


Information before proceeding, Click -> OK

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Proficy Plant Applications v7.0.1 Quick Install Guide

9) Select components to be installed

*Note: If the Plant Applications Excel Add-In


is installed, Microsoft Office/Excel 2010 –
2016 32-bit (x86) must be installed first.
Microsoft Office/Excel 64-bit (x64) is NOT
supported.
10) Developer Tools and Remote Services are not
needed unless this is being installed on a
Historian or other server where Remote
Services are desired or installing an OPC
Server on another system.
11) Click -> Next
12) Database server: NetBios (short name) of the
SQL server\Instance

*Note: \Instance = SQL Instance name if


instances are being leveraged. This is a less
common installation and typically only the
SQL server NetBios (short) name is needed.
Check with IT/dBA if unsure.

13) Click -> Next

14) Installation Path, Modify path if desired,


Click -> Next

15) Question: Create Desktop Shortcuts?


16) Select Yes Or No

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Proficy Plant Applications v7.0.1 Quick Install Guide

17) Confirmation, Click -> Install

Approximate Installation Time: 2 Minutes

18) If errors are encountered, View Log file and


consult GE Digital Knowledge base, search
on keywords found in the error messages.
Resolve issues and retry. If issues persist,
contact GE Support.
19) Installation Successful, Click -> Finish
20) Open the Plant Applications Administrator
and log in
21) Open the Plant Applications Client and log in
22) If login successful – Done
23) If login not successful – troubleshoot
connections first
a. Validate Licenses are appropriate on
the Application server
b. Ping SQL Server
c. Check Firewalls
d. If SQL Instance, Configure port if
non-standard port 1433 is being
leveraged
e. Search GE Knowledge Base on any
errors presented
f. Contact GE Support

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Proficy Plant Applications v7.0.1 Quick Install Guide

Installing Plant Applications Service Pack 1 (SIM 74)


1) Mount the Proficy Plant Applications 7.0.1
ISO file, or load the DVD if you created one
from the ISO file, on the Plant Applications
Application Server (It is best practice to copy
the ISO to a local drive)
2) Open the contents
3) Right Click on the InstallFrontEnd.exe (Click
View – Show Extensions may be needed to
see the .exe) and select Run as Administrator
(if Run as Administrator is not an option, you
likely do not have the required permissions to
run the installation successfully)

4) Select Plant Applications Server SP1

5) Proficy Plant Applications Server SIM 74


InstallShield Wizard (SP1) –> Click Next

6) Confirm it is acceptable to stop the Plant


Applications Services -> Click Yes

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Proficy Plant Applications v7.0.1 Quick Install Guide

7) Provide the SQL Server Authentication


credentials to perform the installation
a. Login ID: SQL Server SA or SA
equivalent account
b. Password: <password>
8) Click -> Next

9) Click -> Install

Approximate Run Time: 5 Minutes

10) Click -> Finish

11) Select the Plant Applications Message Bridge

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Proficy Plant Applications v7.0.1 Quick Install Guide

12) Validate the pre-requisites to be installed.


13) Click -> Continue

14) Acknowledge the Welcome screen message


by clicking -> Next

15) Read and Accept the License Agreement


(check the Accept checkbox)
16) Click -> Next

17) Microsoft SQL Server Credentials


a. Hostname: SQL Server Name
b. Database: PA Database Name
c. SQL User: SA/SA Equivalent
Account
d. Password: SQL User password
e. Instance: Instance name if used
f. Port: Port Number if not standard
g. Click -> Validate Connection
h. If Validated, Click -> Next
i. If cannot validate, review a-f for
accuracy

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Proficy Plant Applications v7.0.1 Quick Install Guide

18) RabbitMQ Administrator Account


Credentials
a. Username:
<CreateRabbitMQAdmin>
b. Password: <CreatePassword>
c. Password: <ConfirmPassword>

*Account must be created (below)


once installation is complete. Case is
sensitive
19) Plant Applications Administrator Account
a. Username: <PAAdminUserName>
b. Password: <PAAdminPassword>

*PA Username is a Plant


Applications user with Administrator
group and Admin permissions.
Suggestion: Create a PA RabbitMQ
user
20) Ready To Install, Click -> Install

21) Installation Successful, Click -> Exit


If the installation is unsuccessful. Review
logs for issues to correct. Uninstall from
Add/Remove programs (Programs &
Features) and reinstall.

22) Pause on Installation options to create the


RabbitMQ Administrator account.
23) Open Chrome (or Internet Explorer)
24) Navigate to http://localhost:15672
25) If the RabbitMQ Login does not display see
Troubleshooting Plant Applications Message
Bridge (RabbitMQ)

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Proficy Plant Applications v7.0.1 Quick Install Guide

26) RabbitMQ Management


a. Username: guest
b. Password: guest

27) Select the Admin tab


28) Click Add a user
a. Username: <UserFromStep18a>
b. Password: <PasswordFromStep18b>
c. Tags: administrator (case sensitive)
29) Click -> Add User

30) RabbitAdmin (in this example) has No


Access
31) Click the User’s Name

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Proficy Plant Applications v7.0.1 Quick Install Guide

32) Set User Permissions


a. Virtual Host: / (default)
b. Configure regexp: .*
c. Write regexp: .* (default)
d. Read regexp: .* (default)
33) Click -> Set permissions
34) Click -> Users

35) The account created should now match the


guest account

*Note: The guest account can only be used


from the local server for security reasons.

36) Click -> Log Out


37) Close the browser
38) Return to the Plant Applications SP1
Installation menu
39) Click -> Plant Applications Client SP1

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Proficy Plant Applications v7.0.1 Quick Install Guide

40) Proficy Plant Applications Client SIM 74 –


InstallShield Wizard, Click -> Next

41) Click -> Install

42) Clearing Control Information Cache, this may


take a few minutes

*Note: Few minutes is a LONG few minutes.


This step does seem to take a long time.
Please be patient

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Proficy Plant Applications v7.0.1 Quick Install Guide

43) Click -> Finish

44) Mount the Proficy Plant Applications 7.0.1


ISO file, or load the DVD if you created one
from the ISO file, on the Proficy Historian
7.0 Server (It is best practice to copy the ISO
to a local drive)
45) Open the contents
46) Right Click on the InstallFrontEnd.exe (Click
View – Show Extensions may be needed to
see the .exe) and select Run as Administrator
(if Run as Administrator is not an option, you
likely do not have the required permissions to
run the installation successfully)

47) On the desktop, open Historian Web Admin


and/or the Historian Trend Client and validate
can log in.
a. Cannot Log in -> Resolve log in
issues prior to continuing the
Universal Client log in.
b. Can Log in -> Close the open
Historian window

The Plant Applications Universal


Client relies on the Historian UAA
(User Account Access) for user
access control.
48) Click -> Plant Applications Universal Client

*NOTE: Plant Applications Server SP1 and


Plant Applications Message Bridge MUST be
installed and RabbitMQ configured PRIOR to
installing the Universal Client

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Proficy Plant Applications v7.0.1 Quick Install Guide

49) Missing Prerequisite Components that will be


installed
a. Apache Tomcat
b. PostgreSQL
c. ThingWorx
d. Ruby
e. Ruby Dev Kit
50) Click -> Continue

51) Welcome to Plant Applications Universal


Client, click -> Next

52) License Agreement, Click -> Next

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Proficy Plant Applications v7.0.1 Quick Install Guide

53) UC Install & UAA Credentials


a. Select the path to install the Plant
Applications Universal Client

*Note: The majority of the


installation is performed to default
required system locations on the C
drive. This portion specifies the UC
client components

b. Historian Admin Password:


<password used when Historian was
installed>
c. Thingworx Password:
<SetThingworxPassword>
d. Re-Enter Password:
<SetThingworxPassword>
54) Click -> Next
55) Microsoft SQL Server Credentials
a. Hostname: <SQLServerName>
b. Database: <PADatabaseName>
c. User: <SQL SA or SA equivalent
account>
d. Password: <Password>
e. Instance: <InstanceName> (if SQL
Instances are being leveraged)
f. Port: <Port#> (if non-standard port
number is being leveraged)
56) Click -> Validate Connection (can not
continue until SQL database connection is
validated
57) Click -> Next
58) PostgreSQL Installation (New)

*Note: If installing Service Pack 1 to an


existing environment. Skip to PostgreSQL
Installation (Existing/Upgrade)

a. Hostname: <Historian7ServerName>
b. Port: 5433

May be different depending if port is


in use or not. Make note of the port
number for future use

c. Username: postgres
d. Password: <CreatePassword>
e. Confirm Password:
<CreatePassword>
59) Click -> Next

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Proficy Plant Applications v7.0.1 Quick Install Guide

60) PostgreSQL Installation (Existing/Upgrade)


(If New skip to Tomcat Installation)
a. Hostname: <HistorianServerName>
b. Port: 5433 (May NOT be accurate)

*To locate the existing port number


open

c. Username: postgres
d. Password: <ExistingPassword>
e. Click -> Validate Connection
f. If cannot validate, check values and
try again
g. If can validate, click -> Next
61) Tomcat (Apache) Installation (New)

*Note: If installing Service Pack 1 to an


existing environment. Skip to Tomcat
(Apache) Installation (Existing/Upgrade)

a. Port: 8081 (port may vary)


b. Username: admin
c. Roles: manager-gui,admin-gui
d. Password: <CreatePassword>
e. Confirm Password:
<CreatePassword>
62) Click -> Next

63) Tomcat (Apache) Installation


(Existing/Upgrade) (If New.. skip to
RabbitMQ Installation)
a. Select the Existing Installation from
the drop down list
64) Click -> Next

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Proficy Plant Applications v7.0.1 Quick Install Guide

65) Rabbit MQ Credentials


a. Hostname: <PAServerame>
b. Username: <CreatedEarlier>

*Note: The username is the username


created in the Plant Applications
Message Bridge Installation Step and
subsequently created in the
RabbitMQ configuration step.

c. Password: <PasswordCreatedEarlier>
66) Click -> Validate Credentials

*Note: Proceed with incomplete


configuration will allow you to proceed if this
step was ran prior to installing the Plant
Applications Message Bridge and
Configuring the RabbitMQ credentials. If this
option is selected, the Username and
Password MUST match what is entered here
when installing the Plant Applications
Message Bridge and Configuring the
RabbitMQ credentials.

67) Click -> Next


68) Click -> Install

*Note: This is a fairly lengthy process.


Estimated time to completion; 25 - 30
Minutes

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Proficy Plant Applications v7.0.1 Quick Install Guide

69) Tomcat redirect port:

During the course of the installation a port


conflict was detected. The installation may
prompt you for a different port.

Enter port number: 8444

If port 8444 is also in use, enter 8445, 8446,


etc.. incrementing by 1 until a valid port with
no conflict is identified.

70) PowerShell Warning: Is just a warning.


Installation will progress using the 64 bit
version of PowerShell.

71) Installation Successful, Click -> Exit

If unsuccessful, review the logs. Correct any


errors found. If still cannot resolve, contact
support by creating a case and including the
log file.

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Proficy Plant Applications v7.0.1 Quick Install Guide

72) Mount the Proficy Plant Applications 7.0.1


ISO file, or load the DVD if you created one
from the ISO file, on the Plant Applications
Report Server (It is best practice to copy the
ISO to a local drive)
73) Open the contents
74) Right Click on the InstallFrontEnd.exe (Click
View – Show Extensions may be needed to
see the .exe) and select Run as Administrator
(if Run as Administrator is not an option, you
likely do not have the required permissions to
run the installation successfully)

75) Select Plant Applications Report Server SP1

76) Proficy Plant Applications Web Server SIM


74 – InstallShield Wizard, Click -> Next

77) Question: The Plant Applications Web


Services will be STOPPED if you continue.
Is this acceptable?

*Note: If the Report Server is installed on the


Application Server, this will also STOP the
Plant Application services.

78) Click -> Yes (no will stop the installation)

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Proficy Plant Applications v7.0.1 Quick Install Guide

79) Plant Applications Database Server


a. Select Server authentication…
b. Login ID: SA or SA Equivalent
c. Password: <password>
80) Click -> Next

81) Ready to Install…


82) Click -> Install

83) Reboot Warning


84) Click -> Ok (Cancel cancels installation)

85) Installation Complete


86) Click -> Finish

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Proficy Plant Applications v7.0.1 Quick Install Guide

87) Reboot…
88) Click -> Yes (no will not reboot, however,
services will need to be manually started and
everything may not work correctly until a
reboot is performed

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Proficy Plant Applications v7.0.1 Quick Install Guide

Plant Applications .NET SDK


The Plant Applications .NET SDK is only needed if site is leveraging the SDK. This will NOT be installed on the
Application Server. It MAY be needed on the Plant Applications Report Server, it WILL be needed on the Plant
Applications Clients or wherever else the SDK is being leveraged.
1) Mount the Proficy Plant Applications 7.0 ISO
file, or load the DVD if you created one from
the ISO file, on the Plant Applications
Application Server
2) Open the contents
3) Right Click on the InstallFrontEnd.exe (Click
View – Show Extensions may be needed to
see the .exe) and select Run as Administrator
(if Run as Administrator is not an option, you
likely do not have the required permissions to
run the installation successfully

4) Select Plant Applications .NET SDK

5) Plant Applications SDK Client Welcome,


Click -> Next

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Proficy Plant Applications v7.0.1 Quick Install Guide

6) Select Typical or Custom installation type


7) Custom Recommended
8) Click -> Next

9) Select Components to be installed

*Note: Typical does not install the Help or


Sample SDK Test Applications

10) Modify Installation To path if desired


11) Click -> Next

12) Click -> Install

Approximate Installation Time: Under a


minute

13) Click -> Finish

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Proficy Plant Applications v7.0.1 Quick Install Guide

Appendices
Installing Proficy Advantage Licensing and Activating License
Installing IIS Roles & Service Pre-Requisites
Troubleshooting Plant Applications Message Bridge (RabbitMQ)

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Proficy Plant Applications v7.0.1 Quick Install Guide

Installing Proficy Advantage Licensing and Activating License


Installing the Proficy Advantage Client
1) Obtain the latest version of Proficy Advantage Licensing Version 17.4.1162 at time of printing
(Download)
2) Disable User Access Control (UAC)
a. Right Click Start Icon
b. Select Search
c. Enter User Ac
d. Select Change User Account Control Settings
e. Slide the slider control to the bottom
f. Click Ok
g. Click Yes if prompted to confirm the change

3) Run the Common Licensing Installer as Administrator (Right


Click -> Run as Administrator)

4) From the Common Licensing Install Front End Menu


5) Select Install Licensing Client

6) Welcome Screen -> Click Next

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Proficy Plant Applications v7.0.1 Quick Install Guide

7) EULA -> Click I Accept -> Click Next

8) Ready to Install -> Click Install

9) Install Complete -> Click Finish


10) Reboot system if prompted

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Proficy Plant Applications v7.0.1 Quick Install Guide

Installing the Proficy Advantage License (Activation Code)


1) Navigate to Programs menu -> Proficy Common This installation method is most frequently used.
-> License Client
2) Select Activate Licenses Tab
3) Select Yes, for this computer from a local license
server

4) In the Local Server connection URL -> Enter


http://<LicenseServerName FQDN and NetBios
names are supported> or
http://<LicenseServerIPAddress>
5) Change Local Server Port if needed. By default
this will be 3333 and the License Server is by
default configured with 3333
6) Click Display Available Licenses
7) Check the box that matches your activation code
for this application / license
8) Click Activate
9) Review the license activated and validate
Licensed Version is Plant Applications 7.0
10) Review the license options enabled against the
expected values
11) Close License Client

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Proficy Plant Applications v7.0.1 Quick Install Guide

Installing IIS Roles & Service Pre-Requisites


IIS Roles & Services for the Plant Applications Application Server
IIS Roles & Services for the Plant Applications Report Server

The following Roles & Services are required on the Proficy Plant Applications Application and Report Servers.
The Report Server requires additional roles and services than the application server. These additional roles &
services are denoted with a ** after them and can be skipped on the Application Server

 Web Server (IIS)  ASP


 Common HTTP Features  ASP.NET 3.5**
 Default Document  ASP.NET 4.6 (4.5 minimum)
 Directory Browsing  CGI**
 HTTP Errors  ISAPI Extensions
 Static Content  ISAPI Filters
 HTTP Redirection  Server Side Includes**
 Health and Diagnostics  FTP Server**
 HTTP Logging  FTP Service**
 Performance  FTP Extensibility**
 Static Content Compression  Management Tools
 Security  IIS Management Console
 Request Filtering  IIS 6 Management Compatibility
 Basic Authentication  IIS 6 Metabase
 Windows Authentication Compatibility**
 Application Development  IIS 6 Scripting Tools**
 .NET Extensibility 3.5**  IIS 6 WMI Compatibility**
 .NET Extensibility 4.6 (4.5
minimum)

Step by Step IIS Configuration


1) Open Server Manager
2) Click Add Roles and Features
3) Before You Begin -> Click Next (this may
not be displayed if skip this page was
previously selected)

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Proficy Plant Applications v7.0.1 Quick Install Guide

4) Installation Type -> Select Role-based or


feature-based installation -> Click Next

5) Select destination server -> Highlight the


application server’s name -> Click Next

6) Leave any pre-select options checked


7) Select Web Server (IIS) -> If prompted for
required features -> Click Add Features

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Proficy Plant Applications v7.0.1 Quick Install Guide

8) Click Next

9) Select .NET Framework 3.5**


a. .NET Framework 3.5**
b. HTTP Activation**
10) Select ASP.NET 4.6
a. .NET Framework 4.6
b. ASP.NET 4.6
c. WCF Services
i. HTTP Activation
ii. TCP Activation**
iii. TCP Port Sharing

If prompted to add required


role features, click -> Add
Features

11) OPTIONAL: Select Telnet Client (the telnet


client will come in handy if troubleshooting
ports or email services are needed at a later
date)
12) Click Next
13) Web Server Role (IIS) -> Click Next

14) Leave the select options checked


15) Check additional options:
a. Common HTTP Features: HTTP
Redirection
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Proficy Plant Applications v7.0.1 Quick Install Guide

b. Security: Basic Authentication


c. Security: URL Authorization
d. Security: Windows Authentication
e. Application Development: .NET
Extensibility 4.6
f. Application Development: ASP
g. Application Development: ASP.NET
4.6

If prompted for required features,


click -> Add Features

Review Screen Shots to confirm correct selections


have been made

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Proficy Plant Applications v7.0.1 Quick Install Guide

16) After confirming the above selections are


complete -> Click Next

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Proficy Plant Applications v7.0.1 Quick Install Guide

17) Confirm installation selections


*NOTE: There may be a warning displayed
on this page that an alternate source path
may be needed to install options selected. Or,
specify a path to ensure options are installed
18) Click Specify an alternate source path and
enter the path to your Windows Server
Installation media. The folder to point to
resides in the <drive>:\Sources\SXS folder
-> Click Ok -> Click -> Install

19) When the installation has succeeded -> Click


Close
20) If installation did not succeed chances are the
alternate source path was incorrect, review
and try again. Do not continue with Plant
Applications installations until these pre-
requisites have succeeded

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Proficy Plant Applications v7.0.1 Quick Install Guide

Troubleshooting – Plant Applications Message Bridge (RabbitMQ)


1) Open Windows Services
2) Open Windows Task Manager
3) Stop the RabbitMQ Service

4) Start the RabbitMQ Service


5) Watch the erl task in Windows Task Manager.
This task will bounce the CPU up to 50% (or
more). Once the service has returned to 0-3%,
the service is running (despite the Windows
Services stating that is Running during the
CPU peaking period)

6) If the service is still not starting successfully,


change the service logon from local system to
a local computer admin account

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