PAS Installation Guide

GE
Intelligent Platforms
Proficy Application *
Server 1.5
INSTALLATION GUIDE
Installation Guide
Proficy* Application Server
Release 1.5
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Disclaimer of Warranties and Liability
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no responsibilities for any errors, omissions or inaccuracies whatsoever. Without limiting the foregoing, GE Intelligent Platforms,
Inc. disclaims any and all warranties, expressed or implied, including the warranty of merchantability and fitness for a particular
purpose, with respect to the information contained in this manual and the equipment or software described herein. The entire
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damages. The use of the information contained in the manual and the software described herein is subject to GE Intelligent
Platforms, Inc. standard license agreement, which must be accepted by the buyer or user before the use of such information,
equipment or software.
Trademark Notices
© 2014 General Electric Company. All rights reserved.

Proficy is a trademark of GE Intelligent Platforms, Inc., a wholly-owned subsidiary of General Electric Company.
* Indicates a trademark of General Electric Company and/or its subsidiaries.
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email address:
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Table of Contents
Overview ..................................................................................................................................... 1
Adding Advanced Alarming to iFIX – Setup Options ................................................................. 2
Adding Advanced Alarming to CIMPLICTY – Setup Options..................................................... 3
Before You Get Started… ........................................................................................................ 3
Secure Configuration ............................................................................................................... 4
Upgrading from the Previous Version........................................................................................... 4
Before You Upgrade…............................................................................................................. 4
Upgrade and Installation Scenarios (with Proficy Historian Analysis) ........................................ 4
Preparing to Upgrade from a Previous Release........................................................................ 5
Upgrading the Proficy Application Server ................................................................................. 6
Install the Storage Server (SQL Server) ....................................................................................... 6
Install the Time Series Storage Server ......................................................................................... 7
Install the Time Series Storage Services .................................................................................. 7
Install the Proficy Application Server ............................................................................................ 8
Prerequisite: Install Microsoft Silverlight 5 and Silverlight 5 SDK .............................................. 8
Prerequisite: Add Windows Server Required Server Roles and Features ................................. 9
Run the Application Core Install ................................................................................................... 9
Create a Windows Firewall Rule for Workflow ........................................................................ 13
Install Storage Connectors ..................................................................................................... 16
Run the Application Services Part I Install .............................................................................. 19
Run the Application Services Part II Install ............................................................................. 21
Run the Application Services Part III Install ............................................................................ 23
Run the Application Services Part IV Install ............................................................................ 26
Run the Application Services Part V Install ............................................................................. 28
Install Advanced Alarming ......................................................................................................... 32
Applications Installed with Advanced Alarming ....................................................................... 32
GE Applications ................................................................................................................. 32
Third-Party Applications ..................................................................................................... 32
Prerequisite: Add Windows Features ..................................................................................... 33
Run the Core Connectors Install ............................................................................................ 33
Run the Advanced Alarm Services Install ............................................................................... 33
Configure the OPC A&E Server on your SCADA Server ............................................................ 36
For iFIX A&E Server Configuration: .................................................................................... 36
For CIMPLICITY A&E Server Configuration:....................................................................... 37
Install the Proficy Web Server .................................................................................................... 37
Prerequisite: Install Microsoft Silverlight 5 and Silverlight 5 SDK ............................................ 37
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Prerequisite: Add Windows Server Required Server Roles and Features ............................... 38
Prerequisite: Install the Digital Certificate on Your Web Server ............................................... 38
More on Domain Names, Ports, IP Addresses, and Networks ............................................ 39
Prerequisite: Configure IIS and HTTPS Binding ..................................................................... 39
Prerequisite: Synchronize the Time on the Servers ................................................................ 40
Install Core Connectors ......................................................................................................... 40
Install Storage Connectors ..................................................................................................... 41
Install the Proficy Web Services ............................................................................................. 44
Test Your Web Server ............................................................................................................... 48
Post-Installation Steps ............................................................................................................... 48
Install Proficy Licensing ......................................................................................................... 48
Options to Scale and Improve Performance ........................................................................... 49
SQL Server Database Performance and Disk I/O ............................................................... 49
Configure Alarm Purge or Backup Operations ........................................................................ 50
Configure the OPC A&E Alarm Severity Mapping ................................................................... 51
For CIMPLICITY Alarm severity configuration: ................................................................... 51
For iFIX Alarm Severity Configuration ................................................................................ 52
Troubleshooting Installation Issues ............................................................................................ 53
Log Files................................................................................................................................ 53
Certificates ............................................................................................................................ 53
Application Server.................................................................................................................. 53
Proficy Web Server ................................................................................................................ 55
Proficy Webspace .................................................................................................................. 56
Alarming ................................................................................................................................ 56
Appendix A: Ports and Services Used for the Proficy Application Server .................................... 57
iFIX SCADA Node ................................................................................................................. 57
CIMPLICITY SCADA Node .................................................................................................... 57
WebSpace Server.................................................................................................................. 58
Globalview Server.................................................................................................................. 58
Proficy Time Series Storage Server (Historian) ...................................................................... 58
Proficy Application Core (Workflow) ....................................................................................... 58
SQL Storage Server (Workflow) ............................................................................................. 59
Proficy Web Server ................................................................................................................ 59
Appendix B: Install Proficy Historian Analysis 5.5 SP1 ............................................................... 60
Requirements ........................................................................................................................ 60
Install Proficy Historian Analysis............................................................................................. 60
Appendix C: Install Required Roles and Features ...................................................................... 61
Windows Server 2012 ............................................................................................................ 61
Windows Server 2008 ............................................................................................................ 68
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Overview
Proficy Mobile apps can be viewed from a web browser (using Proficy Vision) or from a tablet (iPad or Android
device).
The backbone for the Proficy Mobile apps is the Proficy Application Server. The basic topology for the Proficy
Application Server can include as few as two computers (Application Server and Web Server), or up to four or
more computers (for instance, by installing the SQL Server, Historian Server, the Application Server, and your
SCADA Server on separate computers) to increase processing power and improve performance. The following
graphic illustrates this topology.
NOTE: The minimum configuration is up to 1000 KPIs, and for more than 1,000 you need to increase memory,
CPU, or split the servers up on to multiple machines.
IMPORTANT: The Proficy Application Server can be set up on virtual machines or on physical machines. The
Application Server must be installed on a different virtual machine or physical computer than the Web Server. This
setup ensures a secure configuration, since the Web Server will be exposed to the Internet.
An optional component is Advanced Alarming. The following graphics illustrate the options for setups with either
iFIX or CIMPLICITY as your SCADA Server.
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Adding Advanced Alarming to iFIX – Setup Options
2
Adding Advanced Alarming to CIMPLICTY – Setup Options
Before You Get Started…

Before you begin installing applications, you will need:
 The licensing keys you got when you purchased your Proficy product.
 The name you want to define for your Time Series Storage Server computer and the names of any other
additional Historian Servers that you want to pull data from, with the user name and password to connect to
each server.
 The name of the SQL Server that you want to use in the installation. Use the same SQL Server name for the
Proficy Application Server and Proficy Web Server installations.
 IMPORTANT: If you are installing Advanced Alarming, create a SQL user that can be used during the
installation. For security reasons, we do not recommend that you use the SQL “sa” user.
 The name you want to give the Proficy Application Core (Workflow Server), with a user name and password.
 The name of an Administrative user on the local PCs where you want to install Proficy Application Server, SQL
Server, and Proficy Web Server.
 Your product DVD, which includes the install links for everything you need to setup your Proficy Application
Server system.
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 The security certificates you will use for your default Web Server. A self-signed certificate can NOT be used on
your Proficy Web Server. Use your company’s existing certificate (per your existing security policy), or a
purchase new certificate for use with Web Server.
Secure Configuration
Before you install, you will also need to identify the ports that you want to expose in your security configuration.
Typically, you will have security zones separating your web server from the Internet, and other zones separating
your web server from your business and control zones where your application servers would reside. For a listing
of all ports and services used by the Proficy Application Server, refer to Appendix A.
Upgrading from the Previous Version
Before You Upgrade…

Before you perform an upgrade, read the following sections:
 Upgrade and Installation Scenarios (with Proficy Historian Analysis)
 Preparing to Upgrade from a Previous Release
Upgrade and Installation Scenarios (with Proficy Historian Analysis)

Consider the following scenarios before you upgrade or install the software:
Scenario 1: You want to install either Proficy Historian Analysis 5.5 SP1 or Proficy Application Server 1.5 but not
both. This supports new implementations and upgrades from earlier versions.
Follow the installation instructions in the respective Getting Started Guide for the product you are installing, based
on your environment.
Scenario 2: You already have Proficy run the application and want to add Proficy Historian Analysis.
Summary of steps include:
 On the Web Server, load the Proficy Historian Analysis 5.5 SP1 DVD. Then, follow the Two Box setup according
to the instructions in your Proficy Historian Analysis Getting Started Guide. (See Appendix B: Installing
Proficy Historian Analysis for more information.)
Scenario 3: You already have Proficy Historian Analysis 5.5 and want to add Proficy Application Server.
Summary of installation steps include:
1. Leave Microsoft SQL Server and Proficy Historian as is.
2. Uninstall Proficy Vision from the Application Server.
3. Uninstall Proficy Historian Analysis and Vision from web server.
4. Install the Proficy Application Server as described in the installation guide provided on the Proficy Application
Server DVD.
5. Load the Proficy Historian Analysis 5.5 SP1 DVD on the Application Server. Then, follow the Two Box setup
according to the instructions in the Proficy Historian Analysis Getting Started Guide.
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Preparing to Upgrade from a Previous Release
If you plan to upgrade from the previous release, before you install anything you need to:
1. On the Proficy Application Server:

 Uninstall the Proficy Advanced Alarming Database
 Uninstall the Proficy Alarm And Event Database
 Uninstall the Proficy Analytic Results Database
 Uninstall the Proficy Accelerator Application Server
 Uninstall the Proficy Advanced Alarming and the alarming service (if it is installed on the Proficy
Application Server).
 Uninstall Proficy Vision
 Leave the Proficy Workflow Server as is.
IMPORTANT: Do NOT uninstall Proficy Workflow or you will have issues with the upgrade.
2. On the Web Server:
 Uninstall Proficy Accelerator Web Server.
 Uninstall Proficy Vision Mobility Plugin and Proficy Vision.
 Leave the Proficy Workflow (Client Only) and Proficy Historian as is.
3. On the SCADA Server:
 Uninstall the Proficy Advanced Alarming and the alarming service (if it is installed on the SCADA
Server).
4. Perform this step for Proficy Application Software version 1.1 only; for later version, skip to step 5.
On the SQL machine, remove the Analytic Results SQL Database.
 Run Microsoft SQL Server Management Studio.
 In the tree on the left, expand the Databases folder.
 Select the AnalyticResultsDB.
 From the right mouse menu select Delete.
 Leave the rest of the SQL Server as is.
5. Leave the Time Series server as is, or upgrade to the latest version.
NOTE: If you are upgrading from version 1.0 and not 1.1, the steps are almost exactly the same, except there are
fewer applications to uninstall on the Proficy Application Server.
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Upgrading the Proficy Application Server
NOTE: You do not need to reinstall the Storage Server or your Time Series Servers again. However, you will need to
install the Proficy Application Server, and on the Web Server install the Core Services and Web Services.
To upgrade your Proficy Application Server, perform the following steps:
On the Proficy Application Server:
1. Install the Application Core (to upgrade Workflow).
2. Install the Storage Connectors.
3. Install the Application Services Part I.
4. Install the Application Services Part II.
5. Install the Application Services Part III.
6. Install the Application Services Part IV.
7. Install the Application Services Part V.
8. Install the Advanced Alarm Services (only if it was previously installed on the Application Server).
On your SCADA Server:

1. Install the Core Connectors.
2. Install the Advanced Alarm Services.
On the Web Server:

1. Install the Core Connectors. (Performs an upgrade.)
2. If Proficy Historian is already installed, skip this step and continue with step3; otherwise, install the Storage
Connectors.
3. Install the Web Services. (This install includes the Proficy Vision Mobile plug-in and Proficy Mobile Task List
web Application Programming Interface (API).)
Install the Storage Server (SQL Server)

The supported versions of SQL Server include:
 Microsoft® SQL Server® 2012
 Microsoft® SQL Server® 2008 R2 SP2, Standard or Enterprise Edition.
If you want to use an existing Microsoft SQL Server, you can use that instead of installing a new instance of SQL
Server Standard or Enterprise Edition. However, be sure that you are running the supported version, and upgrade
if necessary.
IMPORTANT: The SQL Server database for Proficy Workflow and the Proficy Application Server must be common.
For best performance, it is recommended that you use the full SQL Server 2012 or SQL Server 2008 R2 SP2,
Standard or Enterprise Edition with the SQL Server Agent running. TCP/IP must be enabled on the SQL Server (in all
versions).
NOTE: SQL Server must be installed with SQL Server authentication and must be installed in Mixed Mode.
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Install the Time Series Storage Server
If you already have a Proficy Historian Server configured to work with your SCADA Server, you can use this server
as your Time Series Storage Server. Otherwise, you need to use the following steps to install the Time Series
Storage Server. Use the default settings when installing. You do not need to install any Collectors here, unless your
SCADA node is installed on the same computer (not recommended). You will need to install a Collector on your iFIX
or CIMPLICITY SCADA node, after you install your Time Series Server. Refer to the Requirements Section of the
Important Product Information (IPI) for information on supported iFIX and CIMPLICITY version.
Install the Time Series Storage Services

The Time Series Storage Services install is provided on your DVD. However, you can also use an existing Historian
Server, assuming that it is already configured and collecting from your existing SCADA nodes.
To install the Time Series Storage Server:
1. Log in to the Windows Server as Administrator. Run the InstallLauncher.exe to open the install screen.
2. In the Time Series Storage Server area, click Install Storage Services.
The Proficy Historian Setup screen appears.

3. Click Next to continue. The License Agreement screen appears.
Click Yes to accept the terms and to continue. The Select Features screen appears.
NOTE: Although you do not need to install additional Collectors on your Time Series Storage, you will
need to install a Collector on your iFIX or CIMPLICITY SCADA node. It is recommended to retain the
selected default collectors (Calculation Collector, File Collector, and Simulation Collector).
Leave the default settings and click Next. The Windows Firewall screen appears (assuming you have a
firewall configured).
4. Click Yes, and Next to continue. The Historian Server Security screen appears.
5. Click All Users (or Specific User to provide added security to your Historian Server), and click Next. The
Historian Collector Configuration window appears.
IMPORTANT: You may later want to change your security options to allow for a more secure
configuration. Refer to the Proficy Historian e-books for more information. Start with reviewing the
Implementing Historian Security section in the Getting Started.
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6. Leave the Local System Account or select This User and enter a user name and password. Click Next to
continue. The Choose the Historian Program Folder screen appears.
7. Leave the default path and click Next. The Choose the Data (Archives) and Configuration Folder screen
appears.
8. Leave the default path, and click Next. The Configuration Review screen appears.
9. Click Next to begin the install. A message box appears near the end of the setup.
10. Click OK to continue. The Historian IPI appears.
11. Review the IPI and then close the IPI. The final screen appears.
12. Click Finish.
13. When you are prompted to restart the system, click Yes, and restart the computer.
Take Note of: Your Proficy Historian Administrator user name and password. You will need this in subsequent
steps, such as the Proficy Historian update found on the Proficy Application Manager DVD.
Install the Proficy Application Server

Prerequisites:
 Microsoft® Silverlight™ 5
 Microsoft® Silverlight™ 5 SDK
 Microsoft® .NET Framework 4.5, with associated features enabled.
 SQL Server administrator user name and password
IMPORTANT: Install all of the items on the Proficy Application Server in the order indicated. You must install all of
these items. Do not deviate from this documented order because each step is dependent on successful
completion of the previous steps.
Prerequisite: Install Microsoft Silverlight 5 and Silverlight 5 SDK

The Proficy Application Server requires the Microsoft® Silverlight™ 5 environment and the Silverlight 5 SDK to be
installed on your Application Server. Microsoft Silverlight must be downloaded directly from the Microsoft Web
site. The Proficy Application Server has been tested with the Silverlight 5 and Silverlight 5 SDK.
For Windows Server 2012 or Windows Server 2008, be aware that you must have the proper security privileges to
download and install Silverlight from the Internet.
The main download page for the Microsoft Silverlight 5 is as follows:
http://www.microsoft.com/Silverlight/
NOTE: PLEASE ENSURE YOU DOWNLOAD SILVERLIGHT 5.0 SDK.
The main download page for the Microsoft Silverlight 5 SDK is as follows:
http://www.microsoft.com/en-us/download/details.aspx?id=28359
Silverlight 5 SDK is needed before you can run the Workflow installer. Follow the steps on your screen, and
perform a Full install.
When you run the Proficy Application Server install, it will check for Silverlight. If it is not installed, a message will
prompt you to install it.
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Prerequisite: Add Windows Server Required Server Roles and Features
To use the required features you need to install the following server roles and features. You must install these on
both the Proficy Application Server and on the Web Server.
 Application Server role
 Web Server (IIS) role
 HTTP Activation
 Message Queuing Server feature (on the Application Server only or anywhere that Advanced Alarming is
installed).
For installation instruction, refer to Appendix C: Install Required Roles and Features.
Run the Application Core Install

Prerequisites:
 SQL Server Administrator user name and password
If you do not already have a Proficy Application Server (Workflow Server) installed, run both of the Proficy
Application Core and Proficy Application Services install options, and open the applicable ports for the Proficy
Application Server.
NOTES:
 If you have Workflow 2.0 SIM4 already installed¸ you do not have to re-install on a new server. You can use
your existing Workflow server.
 It is recommended that you install GE Intelligent Platforms licensing before you install your Proficy Application
Server.
To install the Application Core Server:

2. In the Application Server area, click Install Application Core.
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3. The License Agreement screen appears. To proceed, click I Agree. The Choose Install Location and
Default Architecture screen appears.
4. Leave the default location and click Next to continue.

5. If AD LDS is installed, the Configure AD LDS Integration screen appears. Leave the check box selected so
that you do not use AD LDS, and click Next to continue.
The Configure SQL Server screen appears.
6. On the Configure SQL Server screen, clear the check box for the “Use a local SQL database with Windows
Authentication” option.
7. Select SQL Server Authentication. Enter the SQL Server name, as well as the Administrator user name and
password.
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NOTE: It is recommended that you select SQL Server Authentication in this dialog box. If the Proficy
Application Server is installed using Windows Authentication, and then later followed by installing the
Proficy Application Services, the installation of the Proficy Application Services may fail prematurely. If
you want to go back and change this setting to SQL Server Authentication after the install, the
workaround is to run “Configure database” on the Proficy Application Server machine (Proficy > Proficy
Workflow > Configuration > Configure Database). Reconfigure the database to use SQL Authentication,
and then re-run the Proficy Application Services install.
8. Click Next. The Configure Security screen appears.

9. On the “Configure Security” screen, enter the Administrator Credentials as shown in the following figure.
NOTE: Make a note of this credential; it will be required to login to the Proficy Client.
10. Leave the rest of the defaults and click Next to continue. The Configure Proficy Service Certificates screen
appears.
11. Select the appropriate certificate option. For full descriptions of certificate options, refer to the ‘Security
Certificate” section of the Workflow Getting Started Guide. The following example shows a server with the
“Generate new certificates unique to this installation” option selected.
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12. Click Next to continue.
13. If the Windows Firewall is enabled, then you will receive the following message. Make a note of the port
numbers and open the inbound TCP ports under Windows Firewall, and click Next.
14. When the Ready to Install screen appears, click Install.
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Take Note of: The Administrator user name and password for your Workflow Server. You will need these
items in subsequent steps.
15. After the Proficy Application Server installation completes, click Exit to close the installer.
Create a Windows Firewall Rule for Workflow

In order for the Proficy Web Server to form connections with the other Proficy services, several ports need to be
opened in the Windows Firewall. Follow the instructions in this section to open the required ports.
1. Start the Windows Server Manager. In the Server Manager, first expand the Configuration item, and then
expand Windows Firewall. Right-click Inbound Rules and select New Rule.
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2. Create a new Port Rule as shown in the following figure:
3. Select TCP, then specific local ports. Add ports 8012, 8111, 8112, 8020, 8201, 8202, 8203, and 8204 as shown
below. If additional ports are displayed during installation, add them as well.
4. For the action, select Allow the connection.
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5. Select all the boxes to make the rule apply in all cases.
6. Give the rule a name, as shown in the following figure.
7. Click Finish.
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8. Right-click the rule in the list, and select Properties. Confirm that the General tab lists the correct Actions and
that the Protocols and Ports tab lists the correct ports as shown in the following figures.
9. Restart your computer. Be aware that the restart may take a few minutes.
Install Storage Connectors

Prerequisites: You will need the Time Series Storage Server or Historian Server name that you want to connect to.
IMPORTANT: Storage connectors are required only if the Storage Server is installed on a different machine.
To install Storage Connectors:

2. In the Application Server area, click Install Storage Connectors.
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The Welcome screen appears.
3. Click Next to continue. The License Agreement screen appears.
4. To accept the terms and continue, click Yes. The Select Features screen appears.
5. Leave the default features, and confirm that Proficy Historian Client Tools is selected, and then select the
Historian Client Access Assembly option.
6. Click Next to continue. The Choose Historian Program Folder screen appears.
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7. Leave the default setting, and click Next to continue. The Historian Server Name screen appears.
8. Enter the computer name of your Time Series Storage Server or Proficy Historian Sever, and click Next to
continue. The Configuration Review screen appears.
9. Click Next to begin the install. Wait a few moments for the install to complete. When complete, a final screen
appears.
10. Select Yes to reboot your computer, and click Finish.
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Run the Application Services Part I Install
IMPORTANT: The Proficy Alarming Database should only be installed on the Proficy Application Server. Install all of
the items listed under the Application Server on the install screen on the Proficy Application Server, in the order
indicated. You must install all of them. Do not deviate from this order because each step is dependent on
successful completion of the previous steps.
The following steps install the Proficy Alarming Database on the Application Server.
To install the Application Services Part I:

2. In the Application Server area, click Install Application Services Part I to install the alarming database.
The Proficy Advanced Alarming Installation screen appears.
3. Click Next to continue. The End User License Agreement appears.

4. To accept the terms, click “I accept the terms of this License Agreement,” and click Next to continue. The Proficy
Advanced Alarming Database screen appears.
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5. Enter the SQL Server instance name and click Next. The Database Creation Credentials screen appears.
IMPORTANT: In the Database Creation Credentials dialog box, be sure to use the same SQL Server
Administrator account that you used when installing the Application Core (Workflow) Server.
6. Select SQL Server Authentication, and then enter the SQL Administrator user name and password that you
used when installing the Application Core Server (Proficy Workflow Server).
7. Click Test Connection to confirm the connection, and after the connection succeeds click Next. The Ready to
Install screen appears.
8. Click Install to start the installation. When the install completes, the final screen appears.
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9. Click Finish.
Run the Application Services Part II Install

IMPORTANT: Do not forget that you must have at least 3 GB per CPU for the Proficy Vision install, described in these
steps, to run properly. Otherwise, the install may not complete.
The following steps install the Proficy Vision on the Application Server.
To install the Application Services Part II:
2. In the Application Server area, click Install Application Services Part II to install Proficy Vision
components.
The Proficy Vision Installation screen appears.
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3. Click Next to continue. The Licensing Agreement screen appears.
4. To accept the terms, click “I accept the terms of this License Agreement,” and click Next to continue. The
SQL Server Information screen appears.
5. Enter a SQL Server name, an authentication type, and a user name and password, as shown in the previous
figure.
6. Click Test Connection to SQL to confirm that you can connect to the SQL Server, and once confirmed, click
Next to continue. The Internal SQL Database User Creation screen appears.
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7. Enter a password to be used for the internal database account to be used by the Proficy Application Server,
and then click Next to continue.
IMPORTANT: Be sure to take note of this password. If for any reason you need to reinstall Proficy
Application Server in the future, you will need to use this SQL password when you reinstall.
NOTE: If you optionally installed the Alarms and Events (A&E) Database on your Historian Server, the
Alarms and Events Database Selection screen appears next. Select the database and click Next to
continue. Be aware that the Historian Alarm and Events database is not needed for the alarming
functionality used by the Proficy Application Server; however, you may be opting to use it on your
Historian Server for some other unrelated functionality.
The Ready to Install screen appears.
8. Click Install. When the Proficy Vision install completes, another screen appears.
9. Click Finish.
NOTE: Make sure that the Proficy Server service has restarted before you continue with Part III. This may
take several minutes.
Run the Application Services Part III Install

IMPORTANT: The Proficy Analytic Results Database should only be installed on the Proficy Application Server.
The following steps install the Proficy Analytic Results Database on the Application Server.
To install the Application Services Part III:
2. In the Application Server area, click Install Application Services Part III to install the analytic results
database.
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The Proficy Analytic Results Database screen appears.

Proficy Analytic Results Database screen appears.
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5. Enter the SQL Server instance name, and click Next. The Database Creation Credentials screen appears.
6. Select SQL Authentication, and enter the SQL Server Administrator user name and password you used when
installing the Application Core Server.
7. Click Test Connection to confirm that you can connect to the SQL Server, and once confirmed, click Next to
continue. The Ready to Install screen appears.
When the install completes, the final screen appears.
8. Click Finish.
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Run the Application Services Part IV Install
The following steps install other Proficy Application Server components on the Application Server.
To install the Application Services Part IV:
2. In the Application Server area, click Install Application Services Part IV to install the Proficy components.
The Proficy Application Server Installation screen appears.

Custom Setup screen appears.
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5. Leave the defaults, and click Next to continue. The SQL Server Connection Verification screen appears.
6. Leave the defaults, and click Next to continue. The SQL Server Connection Verification screen appears.
7. Enter the name of your SQL Server and the internal SQL user account password you entered previously, and
click Next to continue.
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8. Click Install.
The final screen appears.
9. Click Finish.
NOTE: Make sure the Proficy Server service has restarted before continuing to Part V.
Run the Application Services Part V Install

The following steps install the Proficy Advanced Alarming Service Provider on the Application Server.
To install the Application Services Part V:
2. In the Application Server area, click Install Application Services Part V to install the Proficy components.
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The Proficy Advanced Alarming Service Provider screen appears.
3. To continue, click the check box to agree to the terms, and then click Install. Another screen appears.
4. Click Next to continue. The Proficy Advanced Alarming Service Provider Setup screen appears.
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5. Enter the SQL Server instance name, and click Next. The Database Creation Credentials screen
appears.
6. Select SQL Authentication and enter a SQL Server administrator user name and password.
7. Click Test Connection, and when the connection is accepted, click Next to continue. The Database
Runtime Credentials screen appears.
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8. Select SQL Authentication and enter a SQL Server administrator user name and password.
9. Click Next to continue. The Install screen appears.
10. Click Install. When the install completes, a final screen appears.
11. Click Finish.

12. A message may appear requesting that you restart the Proficy services; click Yes to continue.
13. After it completes, click Exit. A final screen appears.
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14. Click Close. A final message box appears.
15. Click OK.
16. Check to make sure that the Proficy Server service has restarted before you continue with the
Advanced Alarming and/or Web Server installations.
Install Advanced Alarming

The Advanced Alarming can be installed on the SCADA Server, the Application Server, or a separate Alarming
Server (if you really want to increase performance). Although the Application Server only supports Windows Server
2008 R2 and Windows Server 2012, you can also install Advanced Alarming on any 64-bit supported operating
system for the SCADA Server or Alarming Server.
IMPORTANT:
 Do not install Advanced Alarming on any existing SCADA Servers with versions lower than iFIX 5.5 SP2 or
CIMPLICITY 8.2 with SIM9.
 You must have the Microsoft Message Queue (MSMQ) Server feature enabled on the Advanced Alarming
Server.
 The Advanced Alarm Service MUST be installed where the OPC A&E Server is running.
Applications Installed with Advanced Alarming

The full Advanced Alarming install (included on the Proficy Application Server) includes the following applications:
GE Applications
 Proficy Advanced Alarming
 Proficy Advanced Alarming Service
 Proficy Alarm and Event Database
Third-Party Applications
These third-party components are installed as part of the Alarming Service:
 Microsoft Visual C++ 2012 redistributables
 Microsoft Visual C++ 2008 redistributables
 Microsoft SQL Server 2008 R2 Native Client
 OPC Core Components Redistributable
NOTE: Uninstalling Proficy Advanced Alarming will uninstall the Proficy Advanced Alarming Service; however, it
will not uninstall any of the third-party components because they are often shared between multiple products. If
you want to uninstall these third-party components, you must manually uninstall them.
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Prerequisite: Add Windows Features
It is important to enable the following .NET features where the Alarm Services are installed (feature names in bold).
If you install Advanced Alarming on the Proficy Application Server, these features will already be enabled (as it is
already outlined in the previous steps); you do not need to perform this step again. However, if you install
Advanced Alarming on the SCADA Server, you will need to confirm that these features are enabled and enable
them if they are not already enabled
 .NET Framework 3.5.1 Features, and the following subcategories for that feature:
o .NET Framework 3.5.1
o WCF Activation:
 HTTP Activation
 Non-HTTP Activation
 Message Queuing > Message Queuing Services > Message Queuing Server
 Window Process Activation Service, and the following subcategories for that feature:
o Process Model
o .NET Environment
o Configuration APIs
Run the Core Connectors Install

If you are installing Advanced Alarming on a computer that is not your application server (for example, on the
SCADA Server), you will need to run the Core Connectors Install. Otherwise, if you are installing Advanced Alarming
on the same computer, skip to the next section, Run the Advanced Alarm Services Install.
The Core Connector installation requires the Microsoft® Silverlight™ 5 environment to be installed. Microsoft
Silverlight must be downloaded directly from the Microsoft Web site.

When you run the Core Connectors install, it will check for Silverlight. If it is not installed, a message will prompt
you to install it.
To install Core Connectors (Proficy Workflow 2.2.1 Client Tools):

1. Refer to the steps in Install Core Connectors section, later in this document.
2. After that is complete, continue with the Run the Advanced Alarm Services Install.
Run the Advanced Alarm Services Install

NOTE: The Advanced Alarming needs to be installed on the SCADA Server or SCADA View Node that connects the
Remote SCADAs.
IMPORTANT: Make sure that the SQL Server is running before you begin these steps.
To install the Advanced Alarm Services:
2. In the Application Server area, click Install Advanced Alarm Services.
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The Proficy Advanced Alarm Services Installation screen appears.
3. To proceed, select the “I Agree to the license terms and conditions” check box, and click Install. (You can
leave the default Options defined, without changing them.) The third-party applications install, and after a few
moments the Welcome screen appears.
4. Click Next to continue. The Server Logical Name screen appears.
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5. Enter the SOA user name and password.
6. Enter the logical name for your Alarming node. This name does not have to be computer name; it can be any
name you want. However, you will need to remember this name, so make sure you take note of it.
7. If you are installing Advanced Alarming on a CIMPLICITY node with Redundancy enabled, select the Check for
Redundant Advanced Alarm Agent check box.
IMPORTANT: For iFIX, clear this check box, as Enhanced Failover is NOT supported in this release.
Leave the Check for Cause+ Analytic Hosting check box cleared, as this is for a future release.
IMPORTANT: If using a redundant node setup in CIMPLICITY, the logical name should be the same on
both the backup and primary nodes. If Redundancy is not used on the SCADA node, then this logical
name can be any name.
8. Click Next to continue. The Ready to Install screen appears.
9. Click Install to start the install process. After a few minutes, the install completion screen appears.
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10. Click Finish. A final screen appears.
11. Click Close to leave the install.
Configure the OPC A&E Server on your SCADA Server

If you already have a pre-existing SCADA Server, you will need to make sure your OPC A&E Server is set up on the
node where the Proficy Advanced Alarming Service resides. Set the SCADA project to point to the remote SCADA
Server(s), and ensure that iFIX is running as a service or that CIMPLICITY has a project created in the OPC Alarm
and Event Server window.
For iFIX or CIMPLICITY install steps, refer to the product’s Getting Started Guide. For OPC A&E Server setup
information, refer to the next two subsections.
For iFIX A&E Server Configuration:

Configure iFIX as a View node with a connection to the remote iFIX source project(s). This can be done in the SCU
(System Configuration), on the Configure > Network Configuration dialog box. Add your remote SCADA Servers in
this dialog box, and enable TCP/IP networking. For detailed steps, refer to the “Configuring iFIX Using the SCU”
section in the Setting up the Environment e-book in the iFIX electronic books.
The Alarming Service will automatically start the iFIX OPC A&E Server (iFIXOPCAEsrv.exe), assuming that you have
imported your SCADA tags from the source iFIX project into the Proficy Application Server (a step that you perform
when you configure your system).
Ensure that iFIX is running as a service. For detailed steps on configuration, refer to the Setting up the
Environment > Configuring iFIX Using the SCU > Configuring Local Startup Options > Running iFIX as a Service
topic in the iFIX electronic books.
For more on OPC A&E Server configuration, refer to the OPC A&E Server for Proficy iFIX e-book.
IMPORTANT: Be aware that you will need to manually stop the Advanced Alarming service before shutting down
iFIX. In addition, even if you are running iFIX as a service, you will need to make sure you manually start the
Advanced Alarming service whenever you restart iFIX. It is recommended that you have iFIX configured to run as
service, and start at boot time.
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For CIMPLICITY A&E Server Configuration:
For configuration on the CIMPLICITY side, you need to open the OPC Alarm and Event Server window. From here,
select Configure Projects, and then the Security Dialog opens. From here, click Add in the Security Dialog. Enter a
CIMPLICITY project name, with a user name and password. Click OK from the Security Dialog to save the changes.
Optionally, configure the sampling rate and trace options.
For more on OPC A&E Server configuration, refer to the About the OPC Alarm and Event Server and Client section
from Proficy CIMPLICITY electronic books.
Install the Proficy Web Server

Prerequisites:
 Microsoft® .NET Framework 4.5, with associated features enabled.
 Microsoft® Internet Information Services (IIS) 7.5
 Signed SSL Security Certificate for your Web Server (self-signed certificates are NOT supported)
 Server names with associated Administrator user accounts and passwords for: the Workflow Server and Time
Series or Historian Server
 Fully qualified domain name where the Web Server where the SSL Certificate is registered
 Security configured to disable web site browsing in the web.config file on the Web Server
Before you run the Proficy Web Server install, you need to add the IIS role in Windows, and run the Silverlight
installs.
The Proficy Web Server Install includes the following:
 Microsoft® .NET Framework 4.5 (if not already installed)
 Proficy Application Server (Workflow) Client Tools
 Proficy Historian 5.0 Client Tools
 Proficy Web Server
Be sure that your SQL Server, Proficy Application Server, and Time Series Storage Server are all running when you
perform the installation.
Prerequisite: Install Microsoft Silverlight 5 and Silverlight 5 SDK

The Proficy Web Server requires the Microsoft® Silverlight™ 5 environment and the Silverlight 5 SDK to be
installed on your Web Server. Microsoft Silverlight must be downloaded directly from the Microsoft Web site. The
Proficy Web Server has been tested with the Silverlight 5 Runtime and Silverlight 5 SDK. For Windows Server 2012
and 2008, be aware that you must have the proper security privileges to download and install Silverlight from the
Internet.
NOTE: PLEASE ENSURE YOU DOWNLOAD SILVERLIGHT 4.0 SDK (the PREVIOUS VERSION of Silverlight).
The main download page for the Microsoft Silverlight 5 SDK is as follows:
http://www.microsoft.com/en-us/download/details.aspx?id=7335
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Silverlight 5 SDK is needed before you can run the Workflow installer. Follow the steps on your screen, and
perform a Full install.
When you run the Proficy Application Server install, it will check for Silverlight. If it is not installed, a message will
prompt you to install it.
Prerequisite: Add Windows Server Required Server Roles and Features

To use the required features you need to install the following server roles and features. You must install these on
both the Proficy Application Server and on the Web Server.
 HTTP Activation
IMPORTANT: You should have configured the Web Server role when you configured the Application Server role.
Refer to Appendix C: Install Required Roles and Features for more information.
Prerequisite: Install the Digital Certificate on Your Web Server

Before you can get started with this step, you must acquire a digital certificate for your Web Server from a third-
party certification authority (CA). A digital certificate allows for secure communication between the browser session
and your Web Server (which will be using HTTPS – a communications protocol for secure network communication).
Certificates ensure that the communication is trusted between the browser and Web Server, based on a private
and public key combination issued from the CA specifically for your company, which is encrypted.
Be aware that certificates have expiration dates and you might want to know what that expiration date is before
you install it.
The steps to install your certificate will vary depending upon the vendor you choose. Be sure to request detailed
install steps from your vendor.
When registering your domain name, you most likely will need appropriate email forwarding set up. This is
required for domain name validation, which is carried out as part of the certificate request.
IMPORTANT: You will need this registered domain name from your certificate in subsequent steps when setting
up your Web Server.
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More on Domain Names, Ports, IP Addresses, and Networks
Be aware of the following:
 The exposed IP address for the Web Server is either a static one or an appropriately managed DNS service
that is used such that the domain name may be externally resolved to the IP address of the web server.
 Port 443 is open to the Web Server.
 The Application Server typically has a static IP address, as defined in the HOSTS file.
 The Web Server will typically have two network cards. One network card for connecting internally to the
Application Server, while the other is for outward facing traffic to the Internet.
 The Windows Firewall should be enabled on each server in your setup, of a secure configuration. The SCADA
and Proficy Historian products will add the necessary rules into the respective firewall configuration during
installation. However, as defined in the previous steps for setting up the Application Server, an inbound rule
must be created manually for the TCP ports for the Proficy Application Server. Refer to the Appendix A for
more details on ports.
Prerequisite: Configure IIS and HTTPS Binding

Configure Internet Information Services by assigning a certificate that your company procured for certificate
binding to a secure socket server. Self-signed certificates are not supported.
NOTE: This action is required only on the Web Server.
1. Create HTTPS binding:
a. In IIS, drill-down to and select Default Web Site in the left pane.
b. In the right pane, select Bindings.
2. In the Site Bindings dialog box, click the Add button.

3. In the Add Site Binding dialog box, for Type, select https from the drop-down list.
4. Leave the IP address as All Unassigned and Port as 443.
5. For SSL certificate, enter your company’s SSL certificate assigned to this site (typically, this is set to the fully
qualified domain name of your computer where the web server resides).
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6. Click OK. (Note that https will appear in the Site Bindings dialog box now.)
7. Close the Site Bindings dialog box.
8. Close the IIS Manager application.
Prerequisite: Synchronize the Time on the Servers

Be sure that the time is synchronized between the Proficy Web Server and Proficy Application Server.
In addition, the SCADA Server and Time Series Storage Server must be synchronized within 5 minutes of each
other.
Refer to your Microsoft Help for more details on setting the computer time.
Install Core Connectors

Prerequisites:
 You will need the Proficy Application Server (Workflow Server) name that you want to connect to.
 You must have the Microsoft® Silverlight™ 5 environment installed.
NOTE: Ensure that the Workflow server is running before you start these steps.
To install Core Connectors (Proficy Workflow 2.2.1 Client Tools):

2. In the Web Server area, click Install Core Connectors.
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The Setup Screen appears.
3. To proceed, click I Agree. The Choose Install Location screen appears.
4. Leave the default location and click Next to continue. The Proficy Workflow Server Configuration screen
appears, as shown in the following figure.
5. Enter the computer name of the Workflow Server (Application Core Server) that you want to connect to, and
click Next to continue. The Configure Proficy Server Certificates screen appears.
6. Click Next, and on the following screen click Install and wait for the install to complete.
7. When complete, click Exit to close the final screen with the results of the install.
Install Storage Connectors

Prerequisites: If the Historian Client Tools are already installed, you do not need to re-install them.
To install Storage Connectors:
2. In the Web Server area, click Install Storage Connectors.
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The Welcome screen appears.
3. Click Next to Continue. The License Agreement screen appears.
4. To accept the terms and continue, click Yes. The Select Features screen appears.
5. Leave the default features, and confirm that Proficy Historian Client Tools is selected, and then select the
Historian Client Access Assembly option.
6. Click Next to continue. The Choose Historian Program Folder screen appears.
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7. Leave the default setting, and click Next to continue. The Historian Server Name screen appears.
8. Enter the computer name of your Time Series Storage Server or Proficy Historian Sever, and click Next to
continue. The Configuration Review screen appears.
9. Click Next to begin the install. Wait a few moments for the install to complete. When complete, a final screen will
appear.
10. Select Yes to reboot your computer, and click Finish.
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Install the Proficy Web Services
To install Proficy Web Services:
1. Confirm that your SQL Server, Proficy Application Server (including all services: Proficy Server, Proficy STS, and
Proficy PublisherService), and Time Series Storage Server (or Historian Server) are all running before starting the
install. Also, confirm that both internal and external network connectivity is present.
3. In the Web Server area, click Install Web Services.
The Proficy Vision screen appears.
4. Click Next to continue. The License screen appears.

5. To proceed, accept the terms of the license and click Next. The IIS Server Information screen appears.
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6. In the Domain Name field, enter the fully qualified domain name of the web server computer.
NOTE: This is the same fully qualified domain name that you used when you requested your SSL
Certificate.
7. Click Next to continue. The SOA Server Information screen appears.
8. In the SOA Server Name field, enter the computer name where your SOA Server resides. Do not enter the fully
qualified domain name, just the computer name. Click Next to continue. The SOA Server Information screen
appears.
9. In the User Name and Password fields, enter the Administrator user name and password you created when you
installed Proficy Application Server (Workflow). Click Validate Credentials, and then Next.
TIP: If you have trouble getting your Workflow credentials validated, and you know they are correct and
suspect an issue with Workflow, exit the install. Try connecting to the Workflow Server using the Workflow
Client, with the same user name and password you used in the previous steps. If the connection succeeds,
close the client and reconfigure the client certificates on the web server (All Programs > Proficy >
Configuration > Configure Client). The certificate configuration is on the second screen of the Client install.
Save the certificates and try the Vision install again.
IMPORTANT: These certificates are not the same as the SSL Certificate used for the fully qualified domain
name of the Web Server. Do NOT confuse them.
The SOA Web Service Information screen appears.
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10. In the SOA Web Service Server field, enter the fully qualified domain name of the web server computer as it
appears on your security certificate.
The SQL Server Connection Verification screen appears.
11. Enter the computer name of the SQL Server.

12. For the Internal SQL User Account Password, use the database password that you previously entered for the
internal password for Proficy Application Server.
13. Click Next. The Historian Web Service Information screen appears.
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14. Enter your web server name, and click Next. Be sure to enter the fully qualified domain name, as it appears on
your security certificate.
15. Click Install.

16. Wait for the install to complete. Near the end of the install, the Configure Historian Connections screen appears.
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17. Enter your Time Series Storage Server or Historian Server computer name, user name, and password, and then
click Test to confirm that server connections are tested and successful. If successful, click Save.
NOTE: The Configure Historian Connections screen (HWCConfig.exe)) will not successfully validate the user
if the Proficy Historian user entered does not have permissions to view and trend tags. Be sure to use valid
credentials in this screen. If Proficy Historian does not have security enabled with its own user name and
password, use credentials from an Admin account on the Historian Server machine.
18. A confirmation appears. Click Yes to continue. If an additional acknowledgement appears, click OK to continue.
After saved, you can close the Configure Historian Connections screen by clicking the button in the upper
right-hand corner of the dialog box. The final screen appears.
19. Click Finish.

The installation process (which may take a few minutes) continues by installing the Proficy Accelerator web
server, the Proficy Vision Mobility plug in, and the Proficy Mobility Task List web API.
Test Your Web Server

To test that your Web Server is set up properly:
 On a machine other than the Web Server using Chrome, verify that you can reach the Web Server by using
the Proficy Application Server Manager (see the Getting Started Guide for more details), and observing the
padlock to the left of the URL indicating that the SSL certificate is operational.
 Test the Proficy Vision screens by entering the URL (for example, https://Myserver.mydomain.com/ge.web)
and log in using the Proficy Workflow credentials.
Post-Installation Steps
Install Proficy Licensing

After installing the Proficy Application Server, if you have not already, you should make sure you install your
Proficy Licensing key and the License Viewer. The licensing key needs to be installed before you can run the
Proficy Application Server system for the first time.
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IMPORTANT: If you install licensing after the Proficy Application Server install, you will need to restart the
Application Server after the license install (to allow the service to restart).
After licensing is installed, you can begin to provision your system and get started with Proficy Mobile. Refer to the
Getting Started Guide for more information.
Options to Scale and Improve Performance

The following are suggestions for improving your system performance:
 Increase CPU and/or memory on each server.
 Install the Time Server Storage onto its own server.
NOTE: You need to install the Storage Connectors on the Application Server.
 Install SQL onto its own server.
 SQL can further be optimized for performance by moving the databases onto different hard drives.
SQL Server Database Performance and Disk I/O

The Proficy Application Server installs the follow databases within SQL Server.
 KSP
 AEDatabase
 KSPWork
 ASPState
 AnalyticResultsDB
 SOADB
Greater performance optimization can be realized when the files for the databases reside on different physical
hard drives. Further optimization can also be gained by locating the data and log files for a given database on
separate hard drives.
In addition to the user databases, Proficy Application Server also heavily utilizes the tempdb system database.
Microsoft strongly recommends that at a minimum the tempdb files should be on a dedicated physical hard disk.
For information on tempdb performance see http://msdn.microsoft.com/en-
us/library/ms175527(v=sql.105).aspx. For information on how to relocate the tempdb files see
http://msdn.microsoft.com/en-us/library/ms345408(v=sql.105).aspx .
Additionally, it is recommended that the Proficy Application Server user databases listed above be on separate
physical hard drives. For more information on relocating user databases, see http://msdn.microsoft.com/en-
us/library/ms345483(v=sql.105).aspx .
To have fully dedicated drives for each data and log file, the SQL Server must have more than 15 physical drives.
When considering your physical hardware capacity and moving the databases to separate hard drives, consider
the following recommendations.
 Locate tempdb on a dedicated hard disk.
 Locate AEDatabase and KSP databases on separate hard drives.
For example:
 Disk1 – System/Software drive
 Disk2 – tempdb
 Disk3 – AEDatabase
 Disk4 – KSP
 Disk5 – all other databases
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Configure Alarm Purge or Backup Operations
The Advanced Alarming purge operation does not remove currently active alarms. Depending upon how many
alarms flow into the system within a given period of time, you need to configure the purge operation so there is
not an excessive number of alarms being purged at a particular time. Less busy times of operation are ideal times
for purge operations. This helps keep the database at a reasonable size to maintain performance of the system.
To configure the Advanced Alarming purge or backup operations, construct workflows authored in the Proficy
Workflow Client to keep the set of alarms maintained in the database. You can configure the workflow to execute
on a schedule of your choice.
In addition to executing a workflow automatically, you can also execute the workflow manually.
NOTES:
 You need to know the amount of data required in your database to act on any analysis being performed. Do
not purge data that is still being used.
 The purge or backup operations should be performed when the system is under low utilization. They should
not be performed when utilization of the alarms database is high.
To configure a workflow for backup and purge:
1. Configure a workflow using the Proficy Workflow Editor.
2. In the Proficy Workflow Editor, add a Call Method action.
3. Click the Configure Method button to perform the configuration.
A list of options display. The purge and backup actions are listed under the AdvancedAlarming interface.
4. Select either the backup or purge action.
5. Enter the appropriate command line:
 To change the backup time:
To backup alarms before a specified end time in the alarm database, enter the following:
public void BackupAlarms(DateTime? endTime, string backupPath)
where:
endTime – specifies a time where all alarms before this time will be backed up.
If the time is NULL, then all alarms before the time the workflow is executed are backed up.
backupPath – specifies a path to a directory where the alarms will be backed up.
 To change the purge time:
To purge alarms from the alarm database before the specified end time, entering the following:
public void PurgeAlarms(DateTime? endTime)
where:
endTime - specifies a time when all alarms that occur in the database before this time will be
purged from the database. If the time is NULL, then all alarms before the time the workflow is
executed will be purged. This argument can be static or set by the workflow and is the same as other
workflow parameters.
For more information, refer to the Proficy Workflow web help.
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Configure the OPC A&E Alarm Severity Mapping
The following table is the default mapping of OPC A&E Severity values to the Proficy Mobile severity icons.
Severity Number Description Icon

1 - 199 Low
200-799 Medium
800 -949 High
950-1000 Critical
In CIMPLICITY, you need to configure the severities used to generate the alarms so that they align with the desired
ranges used by advanced alarming. In the CIMPLICITY configuration, set the OPC Severity used by each alarm in
its configuration, or in the string index configuration used by point alarms
For CIMPLICITY Alarm severity configuration:

For CIMPLICITY, the Alarm string index dialog box can be set to map the alarms.
1. Open a CIMPLICITY project in the Workbench.
2 Edit the severities assigned for point and non-point alarms.
 For point alarms:
a. Open the alarm properties for the point or open the point properties.
b. On the Alarm tab, the assigned “String Index” is visible as shown in the following graphic.
c. You can either create a new string index or edit the currently assigned “String Index”.
d. Edit the severities assigned to each sub-condition in the string index.
e. Press OK when done.
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 For non-point alarms:
a. There is only one severity value assignable to the alarm.
It is editable on the Alarm Definition tab of alarm property sheet.
b. Adjust this to the desired value, and click OK.
For iFIX Alarm Severity Configuration

For iFIX, the mapping from the iFIX internal Priority ranks to the OPC severity values is configured in the OPC A&E
Server configuration window under the Advanced group box.
1. Start iFIX.
2. Open the Windows Explorer.
3. Double-click the iFIXOPCAErv.exe file.
4. On the Configure menu, choose Configure Field.
The iFIX OPC A & E Server dialog box opens.
5. In the Advanced group box, set the mapping values.
6. Click OK when you are finished.
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Troubleshooting Installation Issues
Log Files
Where are the installation log files stored?
If an error occurs during the installation, log files on your computer include information about the error.
Log files are located in the C:\ProgramData\Proficy\Logs folder on the Proficy Application Server.
NOTE: The ProgramData folder is hidden by default.
Certificates
What if I am having Trouble with Certificates?
Ensure that:
 The common name on your certificate exactly matches your Domain name.
 Bit length is set to 2048.
 Your certificate has been installed correctly.
Application Server
What if during the Proficy Application Server install, you have problems at the SQL Server screen?
If you are having trouble connecting to the SQL Server during the Proficy Application Server install, confirm that
you enabled TCP/IP in the SQL Server Configuration Manager, then try again. Additionally, for SQL Server Standard
or Enterprise, start the “SQL Job Agent” service if it is not already started, and then try again. Finally, check your
firewall settings.
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What if the Proficy Application Server install fails prematurely?
This issue occurs if you previously installed Proficy Application Core (Proficy Workflow) using Windows
authentication, and then followed by installing the Proficy Application Services. In this case, the installation of the
server fails prematurely. The workaround is to run “Configure database” on the Workflow machine (Proficy >
Proficy Workflow > Configuration >Configure Database). Reconfigure the database to use SQL authentication, and
then re-run the Proficy Application Server install.
What if during the Proficy Application Server install, I have problems at the Proficy Vision screen?
If you are having trouble loading Proficy Vision during the Proficy Application Server install, confirm that you
Enabled Active Scripting in Internet Explorer 10 (or greater), then try again.
To enable Active Scripting:
1. Open Internet Explorer.
2. On the Tools menu, select Internet Options. The Options dialog box appears.
3. Click the Security tab.
4. Under the Enable Protected Mode section, click on the Custom level… button.
5. The Secure Setting – Internet Zone screen appears.
Under the Scripting section, select Enable Active Scripting as shown in the following graphic.
6. Click OK.
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Proficy Web Server
What if the Proficy Web Server Install Fails?
The Proficy Application Server install can fail for any of the following reasons:
 If the Proficy Web Server install fails, confirm that you are connected to the SQL Server, Historian Server, and
Proficy Application Server, and then try again. Most likely the lack of connection to one of these servers
caused an issue during the install. The Proficy Web Server Installer does not validate IIS, Workflow, or
Historian dispatcher server names during installation, so be sure to specify the correct Server Names during
install. If you later determine that you used incorrect names, you can uninstall and reinstall the web server
with the correct names. Also, confirm that your network connection (both internal and external) is good.
 If the Proficy Web Server is reinstalled (installed after uninstalling once) and fails, confirm that you entered the
Database Account Password which was entered earlier in the first install, else the installer will not proceed.
 Do not forget that you must have at least 3 GB per CPU for the Proficy Vision install to run properly. Otherwise,
the install may not complete.
What if during the Proficy Web Server install, you don’t configure your Time Series Storage Server
or Historian Server correctly, or need to add another server later?
To access the Historian Server configuration tool, on the Start menu, point to Proficy Vision, and then click
Historian Connector. Or, browse to the install location in the Program Files (x86) folder on the web server
computer, and right-click the HWCConfig.exe application on the web server computer, and select Run as
Administrator. This action should re-open this configuration utility where you can add or change computer names
and login credentials for your Historian Servers:
What if I Cannot Connect to my Web Server?
Verify the following:

 Named servers at your domain registrar are pointed at your Managed DNS Service.
 You Managed DNS Service is configured properly.
 Your router has been configured to forward port 443 (https) to your Web Server.
 That port 443 is open, using a third-party web site such as: http://www.canyouseeme.org.
 Your Web Server is visible from another network.
 Your router supports network connections with the external Internet.
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Proficy Webspace
What if I receive an error message while trying to connect to Proficy Webspace using the
ProficySCADA client on an iPad?
If the following error generates on an iPad when attempting to connect to Webscape using the ProficySCADA
client:
"Proficy Webspace failed to launch the Program Window for your session. The
problem is explained in your system administrator's log file."
then, select the Autolaunch option in the ProficySCADA client settings, and enter "iFIX" as the application to
launch.
Alarming
There is a log file that exists for alarming. The log file is located in the C:\ProgramData\Proficy\Logs folder on the
Proficy Application Server. The log file will have a name something like ProficyAdvancedAlarming_2012-10-18-00-
57-37-416.log.
IMPORTANT: The CSense Blocks tab is used with the Proficy Advanced Alarming Reasoner Toolkit.
56
Appendix A: Ports and Services Used for the Proficy
Application Server
iFIX SCADA Node

iFIX uses the following ports and services on a SCADA node:
Port Protocol Run As… Description
2010 TCP Windows user account Networking
14000 TCP Local System ihFIXCollector.exe (if iFIX Historian Collector enabled)
53014 UDP Local System APS.exe (if iFIX WebSpace is enabled)
CIMPLICITY SCADA Node

CIMPLICITY uses the following ports and services on a SCADA node:
32000 TCP Local System Incoming Connections
32000 UDP Local System Incoming Connections
57
80 TCP Local System CimWebServer
Refer to the “About CIMPLICITY Server to Viewer Announcements” section of the CIMPLICITY electronic books for
more information.
WebSpace Server
IMPORTANT: iFIX WebSpace is an optional component and these ports are only needed if this option is enabled.
iFIX uses the following ports and services on an iFIX WebSpace server:
80 TCP Local System iFIX WebSpace
491 TCP Local System Client OCX to WebSpace Server
NOTE: The 491 port is the default, but can be modified. Check your iFIX WebSpace Administrator to confirm the
port usage.
492 TCP Local System Client OCX to WebSpace Server
Globalview Server
IMPORTANT: Globalview is an optional component and these ports are only needed if this option is enabled.
Globalview uses the following ports and services with CIMPLICITY:
80 TCP Local System Globalview
491 TCP Local System Client OCX to Globalview Server.
NOTE: The 491 port is the default, but can be modified. Check your Globalview Administrator to confirm the port
usage.
492 TCP Local System Client OCX to Globalview Server
Proficy Time Series Storage Server (Historian)

Proficy Historian uses the following ports and services for Historian Server to Client communication:
14000 TCP Local System Proficy Historian
443 TCP Local System Proficy Historian
Proficy Application Core (Workflow)

Proficy Workflow uses the following ports and services for Workflow Server to Client communication:
80 TCP Local System Proficy Workflow
58
8011 TCP Local System Legacy HTTP Port
8012 TCP Local System Proficy Workflow
8020 TCP Local System Main HTTP Port
8201 TCP Local System TCP Port
8202 TCP Local System HTTPS Port 1
8203 TCP Local System HTTPS Port 2
8204 TCP Local System P2P Configuration
SQL Storage Server (Workflow)

Microsoft SQL Server uses the following ports and services for Proficy Application Server to SQL Server
communication:
80 TCP Local System SQL Server
4022 TCP Local System SQL Server Broker (this can vary)
1434 UDP Local System SQL Server Browser
1433 TCP Local System SQL Server default instance running over TCP
Proficy Web Server

Proficy Web Server uses the following ports and services for Web Server to Proficy Application Server
communication:
80 TCP Local System Proficy Application Server
443 TCP Local System Proficy Application Server
59
Appendix B: Install Proficy Historian Analysis 5.5 SP1
Proficy Application Server 1.5 allows both Proficy Historian Analysis and Proficy Application Server 1.5 to co-exist
within the same Proficy Vision web container, including the web server and the appliation server. This co-existence
includes a common data model and single web login with all the Proficy Vision content available from the same URL.
Depending on the Proficy Application Server license you purchased, this could include KPI, Notes, Notify, and Glance
links. Dashboards and Tasks links are included with Proficy Vision; however,Tasks requires a separate Proficy Workflow
license to operate.
Requirements
Before you install Proficy Historian Analysis 5.5 SP1, you must upgrade Proficy Application Server from version 1.2
to version 1.5.
Installing the Proficy Historian Analysis 5.5 SP1 requires the Proficy Historian Analysis 5.5 SP1 DVD, which is
purchased separately.
Install Proficy Historian Analysis

You can install Proficy Historian Analysis after you have upgraded to Proficy Application Server 1.5.
If you need to update your SCADA Server, refer to the iFIX or Cimplicity documentation for instructions.
To install Proficy Historian Analysis, perform the following steps on the Web Server:
1. Log into Windows as Administrator.
2. Install the Proficy Historian Analysis 5.5 SP1 DVD into your computer.
3. Run InstallLauncher.exe from the Proficy Historian Analysis 5.5 SP1 DVD.
4. In the Proficy Historian Analysis area, click Two Box (Application Server /Web). The Two-Box installation dialog
screen appears.
a. Select Proficy Historian Analysis Web Server (Step2).
b. Select the check box to Enable Alarm and Events, and then click Next to continue. The procedure
continues with the Proficy Vision installation.
c. On the Proficy Vision Welcome screen, select Next.
d. On the IIS Server Information screen display. enter the Web Server domain name and website. Then,
click Next to continue.
e. On the SQL Server Information screen, enter credentials to SQL, and then click on Validate
Credentials.
f. On the SQL Server Information screen, enter any missing information and select the Test SQL
Connection button.
g. On the Internal SQL Database User Creation screen, enter the internal SQL user password, and click
Next.
h. The Ready to Install Proficy Vision screen appears. Click Install.
The Proficy Vision installation process continues (for approximately 2 minutes), after which, a
message displays to inform you that Proficy Historian 5.5 client tools are required.
Click Ok.
i. The Proficy Historian Analysis installation process continues, after which an Installation Complete
screen appears. To complete the installation, click Finish.
5. Restart your computer.
60
Appendix C: Install Required Roles and Features
You must install the following server roles and features on both the Proficy Application Server and on the Web
Server using Windows Server 2012 or Windows Server 2008 R2:
 HTTP Activation
 Message Queuing Server feature (Application Server only)
NOTE: The Proficy Application Server requires the ASP.NET application hosting environment and ASP.
Windows Server 2012

To Install the Windows Server 2012 Web Server Roles:
1. Launch the Server Manager.
The Server Manager dashboard appears.
2. Select Manage from the toolbar on the top right of the screen.
3. A drop-down menu appears.
Select Add Roles and Features.
4. If the Before you Begin screen appears. Click Next.
61
5. On the Select installation type screen, you are offered two options for installing roles and features. Select Role-
based or feature-based installation and click Next.
6. On the Select destination server screen, select the server on which you want to install roles and features.
Click Next.
7. On the Select server roles screen, scroll down and check Web Server (IIS).
62
8. When the Add features that are required for Web Server (IIS)? screen appears, click Add Features.
9. The Select server roles screen appears again. Click Next.
10. Select Features in the left pane. Expand each section of the Features. Then, select the appropriate features.
The settings should look similar to the following.
63
11. After you select the .NET features, click Next.
64
12. Setup the web server role by selecting Web Server Role (IIS) in the left pane.
Click Next.
65
13. Select Role Services in the left pane and expand each section in the tree. Then, select the appropriate
settings as shown in the following figure.
14. When all the Role services are selected, click Next.
66
15. Select Confirmation on the left pane. The Confirmation installation selections screen appears.
Click Install to begin the installation.
16. When the installation completes, click Close.

After the installation is completed, the Internet Information Services (IIS) Manager is found under
Administrative Tools.
67
Windows Server 2008
To Install the Windows Server 2008 R2 Web Server Roles:
2. Click Roles from the left tree and select Add Roles, as shown in the following screen:
3. If the Before You Begin wizard page appears, click Next.
4. Select Application Server.
68
5. When the Add Roles Wizard page appears, as shown in the following figure, click Add Required Features.
6. Select Web Server (IIS) and click Next.
7. When the Application Server introduction page appears, as shown in the following figure, click Next.
69
8. For Role Services, select Web Server (IIS) Support.
9. When the Add Roles Wizard appears, as shown in the following figure, click Add Required Role Services.
10. The Windows Process Activation Service Support is automatically selected. Click Next.
70
11. When the Web Server (IIS) introduction page appears, as shown in the following figure, click Next.
12. For Role Services, first expand Web Server, and then expand Common HTTP Features.
Clear the Directory Browsing check box (to remove it).
71
13. When the Remove Role Services that require Directory Browsing screen appears, click the Remove
Dependent Role Services button.
14. Select HTTP Redirection (to enable it if it is not already enabled).
15. Expand Application Development, and select ASP.NET. The following Add Roles Wizard dialog box
appears.
72
16. Click the Add Required Role Services button.
17. Select and clear the additional role services as shown in the following figure.
For roles, in addition to the defaults:
 Under Application Development, select the ASP option.
 Under Security, select the Basic Authentication, Windows Authentication, URL Authentication, and
Request Filtering options.
73
18. Click Next. The Confirm Installation Selections dialog appears. Select Install.
74
19. On the Confirm Installation Selections dialog screen, select Install.
20. Click Close on the Installation Results screen to complete this section.
75
To Install the Message Queuing server feature (Application Server only):
2. Click Features from the left tree and select Add Features, as shown in the following screen:
3. Select Message Queuing and click Next.
4. The Confirm Installation Selections dialog appears. Select Install.
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5. On the Installation Results screen, click Close to end the installation.
77

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Before You Get Started…

Upgrading from the Previous Version

Before You Upgrade…

Upgrade and Installation Scenarios (with Proficy Historian Analysis)

1. On the Proficy Application Server:

On your SCADA Server:

On the Web Server:

Install the Storage Server (SQL Server)

Install the Time Series Storage Services

The Proficy Historian Setup screen appears.

Install the Proficy Application Server

Prerequisite: Install Microsoft Silverlight 5 and Silverlight 5 SDK

Run the Application Core Install

To install the Application Core Server:

4. Leave the default location and click Next to continue.

8. Click Next. The Configure Security screen appears.

14. When the Ready to Install screen appears, click Install.

Create a Windows Firewall Rule for Workflow

4. For the action, select Allow the connection.

6. Give the rule a name, as shown in the following figure.

Install Storage Connectors

To install Storage Connectors:

To install the Application Services Part I:

The Proficy Advanced Alarming Installation screen appears.

3. Click Next to continue. The End User License Agreement appears.

Run the Application Services Part II Install

The Proficy Vision Installation screen appears.

Run the Application Services Part III Install

3. Click Next to continue. The Licensing Agreement screen appears.

When the install completes, the final screen appears.

The Proficy Application Server Installation screen appears.

3. Click Next to continue. The Licensing Agreement screen appears.

Run the Application Services Part V Install

11. Click Finish.

Install Advanced Alarming

Applications Installed with Advanced Alarming

Run the Core Connectors Install

The main download page for the Microsoft Silverlight 5 is as follows:

To install Core Connectors (Proficy Workflow 2.2.1 Client Tools):

Run the Advanced Alarm Services Install

4. Click Next to continue. The Server Logical Name screen appears.

11. Click Close to leave the install.

Configure the OPC A&E Server on your SCADA Server

For iFIX A&E Server Configuration:

Install the Proficy Web Server

Prerequisite: Install Microsoft Silverlight 5 and Silverlight 5 SDK

Prerequisite: Add Windows Server Required Server Roles and Features

Prerequisite: Install the Digital Certificate on Your Web Server

Prerequisite: Configure IIS and HTTPS Binding

2. In the Site Bindings dialog box, click the Add button.

Prerequisite: Synchronize the Time on the Servers

Install Core Connectors

To install Core Connectors (Proficy Workflow 2.2.1 Client Tools):

Install Storage Connectors

The Proficy Vision screen appears.

4. Click Next to continue. The License screen appears.

11. Enter the computer name of the SQL Server.

15. Click Install.

19. Click Finish.

Test Your Web Server

Install Proficy Licensing

Options to Scale and Improve Performance