EXPERION PKS

RELEASE 501

Upgrade Tool Components Media - Software Change

Notice
EPDOC-X153-en-501A
November 2017
Disclaimer
This document contains Honeywell proprietary information. Information contained herein is to be
used solely for the purpose submitted, and no part of this document or its contents shall be
reproduced, published, or disclosed to a third party without the express permission of Honeywell
International Sàrl.
While this information is presented in good faith and believed to be accurate, Honeywell disclaims
the implied warranties of merchantability and fitness for a purpose and makes no express
warranties except as may be stated in its written agreement with and for its customer.
In no event is Honeywell liable to anyone for any direct, special, or consequential damages. The
information and specifications in this document are subject to change without notice.
Copyright 2017 - Honeywell International Sàrl

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Contents 3
Chapter 1 - Introduction 4
1.1 About this document 4
1.1.1 Revision history 4

1.2 About Experion PKS Upgrade Tool Components media 4

1.3 Technical assistance 5
Chapter 2 - Contents of Experion PKS Upgrade Tool Components media 6
Chapter 3 - New features in Experion PKS Upgrade Tool Components media 8
3.1 Component-level migration guides 8
3.2 Generating site-specific migration guide 8
3.3 XPS viewer 9
3.3.1 Enabling XPS viewer 9

Chapter 4 - Compatibility with Experion 11

Chapter 5 - Installing Experion PKS Upgrade Tool Components 12
5.1 Prerequisites 12
5.2 To copy Experion PKS Upgrade Tool Components media 13
5.3 To install Experion PKS Upgrade Tool Components on
Experion (migration) 13
5.4 Files installed by Experion PKS Upgrade Tool Components
media 13
Chapter 6 - Removing Experion PKS Upgrade Tool Components 15
6.1 To remove Experion PKS Upgrade Tool Components 15
Chapter 7 - Special Considerations in Experion PKS Upgrade Tool
Components media 16
7.1 To enable printing of site-specific migration guide on
Windows 7 or Windows Server 2008 16
7.2 Path of the generated site-specific migration guide 16

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 CHAPTER

1 INTRODUCTION

l About this document

l About Experion PKS Upgrade Tool Components media
l Technical assistance

1.1 About this document

This Software Change Notice contains information about Experion PKS Upgrade Tool
Components media. Additionally, it contains last minute documentation updates, special
considerations, and additional information about Experion PKS Upgrade Tool Components media.

1.1.1 Revision history

Version Date Description
A November 2017 Initial release of the document.

1.2 About Experion PKS Upgrade Tool Components media

The Experion PKS Upgrade Tool Components media contains component-level migration guides.
It contains complete information about the migration instructions for a component with a
particular configuration.
The Upgrade Tool is installed and run from the Experion server. You can access the Upgrade Tool
from the Configuration Studio on the Experion server node. The Upgrade Tool is not available on
client systems.

ATTENTION
The Upgrade Tool option is available only if the user logging on to Configuration Studio is a
member of the Product Administrators group. You can use the Upgrade Tool on the nodes
which are on R400.1 or a later release. For more information, refer to the Experion
Upgrade Tool User’s Guide .

Until R501.1, site-specific migration guides could be generated only on Experion nodes using the
Upgrade Tool.
Starting with Experion R501.1, a new tool is introduced to generate site-specific migration guides
on non-Experion nodes. The new tool - Experion PKS Upgrade Instruction Management Tool is
available on the Experion PKS Upgrade Tool Components media.
You can generate site-specific migration guides for the following migration paths.

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 Chapter 1 - Introduction

l R400.x to R501.x
l R410.x to R501.x
l R430.x to R501.x
l R431.x to R501.x
l R432.x to R501.x

1.3 Technical assistance

Requests for technical support for issues concerning Experion PKS Upgrade Tool Components
media must be directed to your regional Technical Support Center (TAC). The contact details are
available at Support and other contacts.

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CHAPTER

2 CONTENTS OF EXPERION PKS UPGRADE TOOL

COMPONENTS MEDIA

Description of item Part number

Experion PKS Upgrade Tool Components media (DVD) 51155349

The following documents are included in the Experion PKS Upgrade Tool Components media.

Sl No. Name of document

1 Migrating eServer, ACE, and SCE nodes
2 Migrating Console Stations
3 Migrating Experion Application Processing Platform (EAPP) off-process
4 Migrating Flex Stations
5 Migrating CF9
6 Migrating C200 remote I/O chassis off-process
7 Migrating C200/C200E remote redundant FIM chassis on-process
8 Migrating C300 and Series C I/O modules off-process
9 Migrating IOMs and gateway modules (FTEB Phase 2) off-process
10 Migrating FIM4/FIM8 off-process
11 Migrating PGM off-process
12 Migrating C200 controller off-process
13 Migrating FIM4/FIM8 on-process
14 Migrating PGM on-process
15 Migrating C300 and Series C I/O modules on-process
16 Migrating C200 controller on-process
17 Post-migration tasks
18 Pre-migration tasks
19 Migrating Server A off-process
20 Migrating Server A on-process
21 Migrating Server B off-process
22 Migrating Server B on-process
23 Migrating Standalone server off-process
24 Troubleshooting migration
25 Migrating Extio 1
26 Migrating Extio 2
27 Migrating an Experion node and installing the OS without Experion PKS Initialization
media
28 Migrating an Experion node and installing the operating system
29 Migrating an Experion node with a platform hardware change
30 Migrating an Experion node and without installing the operating system
31 Migrating an Experion node to a virtual environment

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Chapter 2 - Contents of Experion PKS UpgradeTool Components media

32 Migrating Experion Application Server (EAS)

33 Migrating EHPM off-process
34 Migrating EHPM on-process
35 Migrating Wyse
36 FrontPage
37 Migrating IEC off-process
38 Migrating IEC on-process
39 Migrating Collaboration Station guide

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 CHAPTER

3 NEW FEATURES IN EXPERION PKS UPGRADE TOOL

COMPONENTS MEDIA

Component-level migration guides: With R410.1, Experion PKS Upgrade Tool Components media
contains component-level migration guides that are added to the available set of the scenario-
specific migration guides. The component-level migration guides provide the procedural details to
migrate a component from a base release to the target release. These component-level migration
guides are provided in the Experion PKS Upgrade Tool Components media and are converted by
the Upgrade Tool to generate the site-specific migration guides. You must refer to the site-specific
migration guide while migrating from the base release to the target release.
Site-specific migration guides (R400.x, R410.x, R430.x, R431.x, R432.x and R500.x to R501.x):
For migrations from R400.x onwards, you can generate a site-specific migration guide using the
Upgrade Tool. As per the site configuration, the Upgrade Tool combines the migration guides
available on the Experion PKS Upgrade Tool components media for the nodes/modules in the
Experion cluster. This document is automatically generated by the Upgrade Tool.
Each document describes a single supported migration scenario.This document is available in the
Experion PDF Collection media.
l Component-level migration guides
l Generating site-specific migration guide
l XPS viewer

3.1 Component-level migration guides

With R410.1, a set of migration guides for the Experion component, is added to the available set
of the scenario-specific migration guides. The component-level migration guides provide the
procedural details to migrate a component or node from a base release to the target release.
These guides include complete migration instructions for each supported migration path and are
provided in an XPS format. The component-level migration guides are specifically for
R400.x/R410.x/R430.x/R431.x/R432.x to R501.x migration path.
The component-level migration guides are provided with the Experion PKS Upgrade Tool
Components media. The component-level migration guides that are provided with the product
media set contains complete upgrade instructions for a component having a particular
configuration. The Upgrade Tool generates the site-specific migration guides by using the
component-level migration guides. During the migration, you must refer to the site-specific
migration guides for the R400.x/R410.x/R430.x/R431.x/R432.x to R501.xmigration path.

3.2 Generating site-specific migration guide

The Upgrade Tool is installed as a part of the Engineering tools installation. It is used to check the
upgrade readiness of the nodes and its subsystems in an Experion system. With R400.x, the
Upgrade Tool can access an XPS repository to create the required site-specific migration guide.

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 Chapter 3 - New features in Experion PKS UpgradeTool Components media

Starting with R501.x site-specific migration generated from Upgrade Tool or Upgrade
Instructions Management Tool allows you to add custom text. In addition, a check box is available
on each page which can be used as a checklist to indicate the tasks completed and the tasks
remaining.
The Experion PKS Upgrade Tool Components media contains component-level XPS
documentation required by the Upgrade Tool and Upgrade Instructions Management Toolto
generate a site-specific migration guide for migrating to R501.x. The Upgrade Tool can combine
the component-level migration guides at the site as per the site configuration depending on the
nodes detected at the site. It merges the required component-level migration guides and creates
the site-specific migration guide. The site-specific migration guide is available in a XPS format. The
XPS format is available in C:\Program Data\Honeywell\Experion PKS\Upgrade
Tool\Data.

3.3 XPS viewer

The site-specific migration guides are available only as XPS (XML Paper Specification) documents.
The XPS viewer is provided to view these XPS documents. The Microsoft Windows 10 Enterprise
2016 LTSB (x64) and Microsoft Windows Server 2016 Standard (x64) operating systems support
the XPS viewer. For servers, XPS viewer is enabled during operating system installation using
Experion PKS System Initialization media. For client, XPS viewer is enabled automatically.
l Enabling XPS viewer

3.3.1 Enabling XPS viewer

The XPS document opens through Internet Explorer on Windows Vista, Windows XP, Windows
Server 2003, and Windows Server 2008 operating systems. The XPS document opens in a stand-
alone XPS viewer application on Windows 7 and Windows Server 2008 R2 operating systems. The
display of the content varies accordingly whether it is opened through Internet Explorer or XPS
viewer application.

If the XPS viewer option is not enabled during installation, perform the following procedure.

ATTENTION
This option must be enabled to view the upgrade instructions.

To enable XPS viewer for Windows 7

1. Click Start > Windows System > Control Panel.

The Control Panel dialog box is displayed.
2. Click Programs.
3. In Programs and Features, click Turn Windows Features on or off.
If prompted, type the user name and password of an account with administrative privileges.
The Windows Features dialog box is displayed.
4. Select XPS Viewer check box.
5. To print XPS document, select XPS Services check box.
6. Click OK.

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 Chapter 3 - New features in Experion PKS UpgradeTool Components media

To enable the XPS viewer for Windows Server 2008 R2

1. Click Start > Windows System > Control Panel.

The Control Panel dialog box is displayed.
2. In Programs, click Turn Windows Features on or off.
If prompted, type the user name and password of an account with administrative privileges.
The Server Manager dialog box is displayed.
3. Click Features.
4. Click Add Features in the right-pane.
The Select Features dialog box is displayed.
5. Select XPS Viewer check box and click Next.
6. Click Install.
7. After successful installation, click Close.

To enable the XPS viewer for Microsoft Windows 10 Enterprise 2016

LTSB (x64)

1. Launch Control Panel

The Control Panel dialog box is displayed.
2. In Programs, click Turn Windows Features on or off.
If prompted, type the user name and password of an account with administrative privileges.
The Windows Features dialog box is displayed.
3. Select XPS Viewer check box and click OK.

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CHAPTER

4 COMPATIBILITY WITH EXPERION

The Experion PKS Upgrade Tool Components media is used during the Experion migration of the
following paths.
l R400.x to R501.x
l R410.x to R501.x
l R430.x to R501.x
l R431.x to R501.x
l R432.x to R501.x

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 CHAPTER

5 INSTALLING EXPERION PKS UPGRADE TOOL

COMPONENTS

5.1 Prerequisites
You can install the Experion PKS Upgrade Tool Components media on the nodes which are on the
following releases.
l R400.x
l R410.x,
l R430.x
l R431.x
l R432.x
l R501.x

As the Upgrade Tool is started only from the Experion server (in case of redundant servers, it is,
Server B) the Experion PKS Upgrade Tool Components are installed on the server.
To view Experion PKS Upgrade Instruction Management Tool ensure that Microsoft .Net
Framework is installed on your system. The following versions of Microsoft .Net Framework are
supported for Experion PKS Upgrade Instruction Management Tool.
l Install Microsoft .Net Framework 4.0 version from internet
l Browse to <DVD drive>\Upgrade_Tool_Component_media\Packages to install
Microsoft .Net Framework 4.5 version

Supported Microsoft .Net Framework

Operating System version
Microsoft Windows XP SP3 Microsoft .Net Framework 4.0
Microsoft Windows Server 2003 SP2 Microsoft .Net Framework 4.0
Microsoft Windows 7 Professional (32-bit) SP1 Microsoft .Net Framework 4.5
Microsoft Windows 10 Enterprise 2016 LTSB (x64) Microsoft .Net Framework 4.6.2
SP1
Microsoft Windows Server 2016 Standard Microsoft .Net Framework 4.6.2
Microsoft Windows Server 2016 SP2 Microsoft .Net Framework 4.5
SP1 Microsoft .Net Framework 4.5

ATTENTION
Before installing R501.1Experion PKS Upgrade Tool Components media, ensure to remove
earlier versions of Experion PKS Upgrade Tool Components media.

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 Chapter 5 - Installing Experion PKS UpgradeTool Components

l Starting with R431.2, the latest point release Experion PKS Upgrade Tool Components media
is available as an ISO image on Honeywell Process Solutions website.
l Ensure that you have the ISO extraction software to extract the Experion PKS Upgrade Tool
Components. For example, you can use Virtual Clone Drive software for extracting the
contents to a media.

5.2 To copy Experion PKS Upgrade Tool Components media

1. Download the Upgrade_Tool_Components_media.iso file from the Honeywell Process
Solutions website to a temporary folder on your hard disk.

TIP
For example, copy the files to C:\temp\update

2. Extract the Upgrade_Tool_Components_media.iso file.

3. Copy the extracted files to a temporary folder on your hard disk and install the latest Experion
PKS Upgrade Tool Components.

5.3 To install Experion PKS Upgrade Tool Components on

Experion (migration)
1. Log on to the server using an account that is part of both the Windows Administrators and
Product Administrators group.

ATTENTION
As specified, the patch installation may fail if you do not log on to the server.

2. Insert the Experion PKS Upgrade Tool Components media and browse to the folder containing
the installer.
3. Double-click setup.exe.
Or
Right-click setup.exe and choose Run as Administrator.
4. Follow the on-screen instructions and click Finish to complete the installation.

l Files installed by Experion PKS Upgrade Tool Components media

5.4 Files installed by Experion PKS Upgrade Tool Components
media
The Experion PKS Upgrade Tool Components media installs the following files.
l UpgradeInstructionConfigFile.xml
l SupportedServerMigration.xml
l Component-level migration guides (XPS format)
l UpgradeInstructionManagementTool.exe

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 Chapter 5 - Installing Experion PKS UpgradeTool Components

The UpgradeInstructionConfigFile.xml and SupportedServerMigration.xml files are stored at

C:\Program Files (x86)\Honeywell\Experion PKS\Upgrade Tool. The
component-level migration guides are stored at C:\Program Files
(x86)\Honeywell\Experion PKS\Upgrade Tool\EMUG guides. The
UpgradeInstructionManagementTool.exe is stored at C:\Program Files
(x86)\Honeywell\Experion PKS.

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 CHAPTER

6 REMOVING EXPERION PKS UPGRADE TOOL

COMPONENTS

To remove the Experion PKS R501.1 Upgrade Tool components from your system, perform the
following steps.

6.1 To remove Experion PKS Upgrade Tool Components

1. Log on to the server using an account that is part of both the Windows Administrators and
Product Administrators group.

ATTENTION
The patch installation may fail, if you do not log on to the server, as specified.

2. Choose Start > Windows System > Control Panel > Programs > Programs and Features.
3. Locate the Experion PKS Upgrade Tool Components and click Uninstall.
This removes Experion PKS Upgrade Tool Components from your system.
4. Restart the system.
5. After restarting, verify whether the Experion PKS Upgrade Tool Components are removed.

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 CHAPTER

7 SPECIAL CONSIDERATIONS IN EXPERION PKS

UPGRADE TOOL COMPONENTS MEDIA

7.1 To enable printing of site-specific migration guide on

Windows 7 or Windows Server 2008
To generate the site-specific migration guide in the machines with Windows 7 or Windows Server
2008 operating systems, the McAfee settings have to be configured. Perform the following steps
to configure the McAfee settings.
1. Right-click McAfee icon in the notification area at the far right of the task bar.
2. Click Quick Settings > On-Access Scan Properties option.
OR

1. Choose Start > All Programs > McAfee > On-Access Scan
The On-Access Scan Properties dialog box is displayed.
2. Click Low Risk Processes.
3. In the Processes tab, click Add.
The Select Applications dialog box is displayed.
4. Select Xpsviewer.exe (XPS Viewer.exe) and ensure that the XPS viewer is added to the list in
the Processes tab.
5. Click Apply and OK.

7.2 Path of the generated site-specific migration guide

The Upgrade Tool combines the component-level migration guides at the site as per the site
configuration depending on the nodes detected at the site. The site-specific migration guide is
available in a XPS format. The XPS format is available in C:\Program
Data\Honeywell\Experion PKS\Upgrade Tool\Data

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Notices
Trademarks
Experion®, PlantScape®, SafeBrowse®, TotalPlant®, and TDC 3000® are registered trademarks of
Honeywell International, Inc.
OneWireless™ is a trademark of Honeywell International, Inc.

Other trademarks
Microsoft and SQL Server are either registered trademarks or trademarks of Microsoft Corporation
in the United States and/or other countries.
Trademarks that appear in this document are used only to the benefit of the trademark owner,
with no intention of trademark infringement.

Third-party licenses
This product may contain or be derived from materials, including software, of third parties. The
third party materials may be subject to licenses, notices, restrictions and obligations imposed by
the licensor. The licenses, notices, restrictions and obligations, if any, may be found in the
materials accompanying the product, in the documents or files accompanying such third party
materials, in a file named third_party_licenses on the media containing the product, or at
http://www.honeywell.com/ps/thirdpartylicenses.

Documentation feedback
You can find the most up-to-date documents on the Honeywell Process Solutions support website
at:
l http://www.honeywellprocess.com/support

If you have comments about Honeywell Process Solutions documentation, send your feedback to:

l hpsdocs@honeywell.com

Use this email address to provide feedback, or to report errors and omissions in the
documentation. For immediate help with a technical problem, contact your local Honeywell
Process Solutions Customer Contact Center (CCC) or Honeywell Technical Assistance Center
(TAC).

How to report a security vulnerability

For the purpose of submission, a security vulnerability is defined as a software defect or weakness
that can be exploited to reduce the operational or security capabilities of the software.
Honeywell investigates all reports of security vulnerabilities affecting Honeywell products and
services.
To report a potential security vulnerability against any Honeywell product, please follow the
instructions at:
https://honeywell.com/pages/vulnerabilityreporting.aspx
Submit the requested information to Honeywell using one of the following methods:
l Send an email to security@honeywell.com.
or
l Contact your local Honeywell Process Solutions Customer Contact Center (CCC) or Honeywell
Technical Assistance Center (TAC) listed in the “Support” section of this document.

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Support
For support, contact your local Honeywell Process Solutions Customer Contact Center (CCC). To
find your local CCC visit the website, https://www.honeywellprocess.com/en-US/contact-
us/customer-support-contacts/Pages/default.aspx.

Training classes
Honeywell holds technical training classes about Experion PKS. These classes are taught by
experts in the field of process control systems. For more information about these classes, contact
your Honeywell representative, or see http://www.automationcollege.com.

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