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Installation Instructions

Release 6.0.6
Rev. A
Installation Instructions

Refer to this publication for complete and accurate information that helps you better operate and service Metso
Automation equipment. Your comments and suggestions are welcome.
Metso Automation
2750 Morris Road
Lansdale, PA 19446
Attention: Manager, Technical Publications

MAX 1™, MAX 1000™, maxDNA™, and the Metso Automation logos are trademarks of Metso Automation. All other
company and product names are registered trademarks or trademarks of their respective companies.

Copyright © 2014 by Metso Automation USA Inc.


Printed in the United States of America
All Rights Reserved

Metso Automation USA Inc.


Contents
1. RELEASE MATERIAL COMPONENTS ..................................................................................... 3
1.1 MAXDNA................................................................................................................................. 3
1.2 MAXDNA RELEASE OVERVIEW ................................................................................................. 3

2. RELEASE OVERVIEW ................................................................................................................. 4


2.1 INTRODUCTION ......................................................................................................................... 4
3. SYSTEM BACKUP ........................................................................................................................ 5

4. SOFTWARE INSTALLATION ..................................................................................................... 9


4.1 SYSTEM REQUIREMENTS ........................................................................................................... 9
4.2 SPECIAL INSTRUCTIONS FOR INSTALLING WINDOWS SERVER 2008 AS A WORKSTATION ............ 10
4.3 WINDOW 7 PRE-INSTALLED (OEM) INSTRUCTIONS .................................................................. 11
4.4 WINDOWS 7 INSTALLATION INSTRUCTIONS.............................................................................. 12
4.5 MAXSTATION SOFTWARE INITIAL INSTALLATION INSTRUCTIONS ........................................... 13
4.6 MAXSTATION SOFTWARE PATCH INSTALLATION INSTRUCTIONS ............................................ 23

5. GETTING STARTED .................................................................................................................. 27


5.1 OVERVIEW ............................................................................................................................. 27
5.2 MAXSTATION APPLICATIONS (DESKTOP ICONS) .................................................................... 28
5.3 TRAY AREA ICONS ................................................................................................................. 29
6. MAXVUE SCREEN PRINT SETUP............................................................................................ 30
6.1 WORKSTATION ...................................................................................................................... 30
7. INSTALLATION OF TERMINAL SERVER FOR REMOTE ACCESS ................................... 31
7.1 GETTING STARTED ................................................................................................................. 31
7.2 WINDOWS UPDATES ............................................................................................................... 31
7.3 MANAGE YOUR SERVER ......................................................................................................... 32
7.4 TERMINAL SERVER LICENSING ................................................................................................ 33
7.4.1 Re-installation of Terminal Server Licensing ...................................................................... 33
7.5 VIRUS PROTECTION INSTALLATION ......................................................................................... 34
7.6 NETWORK SETUP .................................................................................................................... 34
7.6.1 SBP Server Connection ...................................................................................................... 35
7.6.2 Internet WAN Setup ........................................................................................................... 37
7.7 RECEIVE SIDE SCALING .......................................................................................................... 39
7.8 COMMERCIAL FIREWALL SETUP .............................................................................................. 39
7.9 REMOTE DESKTOP SERVICES CONFIGURATION CUSTOMIZATION .............................................. 40
7.10 MAXSTATION INSTALLATION ............................................................................................... 44
7.11 LOCAL SECURITY SETTINGS .................................................................................................... 44
7.12 USER ACCOUNT CONFIGURATION ........................................................................................... 48
7.13 WINDOWS FIREWALL E XCEPTIONS .......................................................................................... 49
8. MAXSTORIAN DISK STORAGE SETUP .................................................................................. 50
8.1 HIGH PERFORMANCE MAXSTORIAN ...................................................................................... 50
8.2 NEW MAXSTORIAN PARTITION ON ONE HARD DRIVE ............................................................ 52

c
Installation Instructions

9. CHINESE FONT SETUP ............................................................................................................. 57

10. .NET INSTALLATION FOLDER .......................................................................................... 58

11. INSTALLATION OF THE STABLE TIME CARD ............................................................... 59


11.1 MASTERCLOCK PCIE-OSC (PMX108, REV A) STABLE TIME CARD .......................................... 59
11.1.1 Hardware Installation ................................................................................................... 59
11.1.2 Software Installation..................................................................................................... 60
11.1.3 Confirm the Card and Driver Installation ...................................................................... 62
11.1.4 Set the Time on the Stable Time Card............................................................................. 62
11.1.5 Complete the Time Synchronization Setup ...................................................................... 65
12. INSTALLATION OF THE SERIAL CARD ........................................................................... 68
12.1 INSTALLATION OF THE ROCKETPORT EXPRESS SERIAL CARD ................................................... 68
12.1.1 Hardware Installation ................................................................................................... 68
12.1.2 Driver Installation ......................................................................................................... 69
12.1.3 Confirm that Windows is Happy with the Card and Driver ............................................. 70
12.1.4 Install the RocketPort Utilities ....................................................................................... 70
12.1.5 Test the RocketPort Card ............................................................................................... 71
12.1.6 Configure the RocketPort Card for Use With maxLINKS ................................................ 71

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Installation Instructions

1. Release Material Components


maxSTATION Release 6.0.6 is targeted for Microsoft Windows 7(64-bit) professional or above operating
system. This release supports both Operator Functions and Engineer Functions.

1.1 maxDNA
maxSTATION Release 6.06 September 2014 Media: Installation DVD

1.2 maxDNA Release Overview

maxSTATION Release 6.0.6 September 2014 Media: Paper


-or-
The PDF document file is contained on the maxDNA Installation DVD in the
ReleaseNotes directory.

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2. Release Overview

2.1 Introduction

maxSTATION Release 6.0.6 contains support for all Operator Functions, Engineer Functions,
OPC/History/ARCHIVER, and support for legacy maxTools functionality on Windows 7 Operating
system. It also includes support for applications that were previously added on as “Application Specials”.

Release 6.x series requires the Microsoft Windows 7 (64-bit) Professional or above operating system.
Only new installations of release 6.x are currently supported and there is no support for upgrade from
previous versions (i.e. 4.x). In-order to upgrade a station from previous release 4.x, it is recommended to
backup the Custom directory to another machine or a CD-R disk, add memory to bring the station up to
Microsoft Windows 7 requirements, reformat the hard drive, install Windows 7 (64-bit) Professional or
higher operating system, install maxSTATION 6.x, then restore your Custom directory.

Please refer to the 6.x Release Overview manual, Chapter 3 “Special Instructions for Upgrades” for steps to
be taken when converting a maxSTATION from XP to Windows 7.

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3. System backup
It is recommended to take the system backup before continuing with the installation of maxDNA software.

1. Log on as a user with Administrator privileges.

2. Go to "Control Panel" window.

3. Click "Backup and Restore".

4. Click "Set up backup".

5. A dialog box appears from which the user can select the backup destination. The backup
destination can be a drive in the same computer, an external drive or the user can select a folder in
the network.

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6. After selecting the backup destination, click on 'Next' button.

7. A dialog box appears which provides the user to select the options of choosing the items for
backup. The user can select either of the options and click 'Next' button.

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8. The user can review the backup settings in the next screen and click on 'Save settings and run
backup' button to start the backup process. The user can also schedule the backup using 'Change
schedule' option.

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4. Software Installation
NOTE: maxSTATION Release 6.x supports only the USB dongle.

4.1 System Requirements

The specifications given below are recommended for setting up a Workstation of maxSTATION release 6.x

Item Recommended

Motherboard/CPU Genuine Intel Core i5 3.2 GHz equivalent or greater

Memory (RAM) 4GB or higher

Hard drive Size: 250GB or larger

Operating System Windows 7 (64-bit) Professional or Ultimate with latest updates installed, Service
Pack 1

Optical Drive DVD-RW Drive

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4.2 Special instructions for installing Windows Server 2008 as a WorkStation

Beginning with release version 6.0.5, installation of either the WorkStation or Terminal server models can
be accomplished for a Windows Server 2008 R2 or later platform. When installing the WorkStation model,
follow the Windows 7 installation instructions, being sure to override the maxSTATION Type dialog
option to be Workstation, as the installation program will automatically select Terminal Server if this is a
Server 2008 installation. When installing a Terminal Server, perform these separate installation
instructions before doing the maxSTATION installation.

The Local Security Policy entry for complex passwords must be disabled:

The maxSTATION installation creates two accounts named Operator and Engineer with initial simple
passwords of operator and engineer respectively. After the installation the password complexity option can
be changed back to enabled if required, and the two accounts given new passwords.

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4.3 Window 7 Pre-Installed (OEM) Instructions

By default Windows 7 disables the user name “Administrator” and hence it is required to add a new
account with credentials of the default user with administrative user rights be defined as given below
during first time power-on or installation of the station. When started, Window 7 will prompt for the
following:

User Name: “maxDNAAdmin”

Computer Name: (See naming rules below *)

Password: “sysadm”

Hint: “sysadm”

* The Computer Name is limited to a maximum of 14 characters. The name


can only contain letters and numbers. Note that the use of Symantec security
software does not permit an underscore “_” in a computer name.

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4.4 Windows 7 Installation Instructions

The following procedure should be utilized to install the Microsoft Windows 7 Operating System due to
either a catastrophic loss of a workstation hard drive or a re-installation of a corrupted existing installation.

Before beginning the procedure, all required materials and workstation configuration information should be
located, assembled, and prepared. Also any optional hardware (modem, sound card, plant Ethernet card)
should be installed. The following information should be contained in the information packet supplied
with the computer. If the computer was previously operational, the following information can be retrieved
from the system. See notes below for information on how to locate the needed information.

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Required Materials:

Windows 7 Professional or above DVD-ROM or system restore disk from


manufacturer
(Optional) Driver disk from manufacturer
Required Windows 7 configuration information:

Username (installer’s choice)


Organization (installer’s choice)
Windows 7 DVD-Key
Computer Name *
Workgroup Name
TCP/IP network address Plant (if this card is installed)
Model # of Video Card
Model # of Network Card A
Model # of Network Card B
Model # of Plant Net Card (optional)
Serial Number of PC (for reference only)

Hints:
If there is an operational version of Windows from a previous installation all of the above information can
be retrieved. You must be logged in with administrator privileges.

Computer Name, Workgroup Name: Within the System Control Panel item, you will see the
Computer Name and Workgroup Name.
Model # of other Cards: Within the Device Manager Control Panel item the Model #s appear
when you expand the corresponding category.
Serial Number of PC – this should be on the label on back of the PC.

4.5 maxSTATION Software Initial Installation Instructions

1. Log on as a user with Administrator privileges.

2. Set the system time zone, date and time. Date and Time Properties Dialog should appear.
Go to “Control Panel”,
In control panel window select “View By: Large icons” option
Click “Date and Time” option
In “Date and Time window” click “Change date and time…” option to set up the system clock
to have the proper time.
In “Date and Time window” click “Change time zone…” option to select the appropriate
Time Zone for your area.

3. If this version of Window 7 includes Service Pack 1, install the Latest Qualified Windows
Updates from Microsoft.

4. The maxSTATION software installation cannot proceed until the user installs Windows 7 Service
Pack1. Otherwise, It will fail with the below message.

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5. Install the Windows 7 Service Pack1.

6. If this is a Terminal Server installation, skip to the next step. If this is a maxSTATION
installation, configure the IP Addresses for maxNet A & maxNet B
Go to “Control Panel” window
Click “Network and Sharing Center”
Click “Change adapter settings” option and right click the first local area connection and
select “Rename” option
Change the name of the local area connection to maxNET A.
Right click the second local area connection and select the “Rename” option
Change the name of the local area connection to maxNET B.
Double click the maxNET A connection to popup the maxNET A Status dialog.
Click properties option to popup the maxNET A properties dialog.
Un-check the Internet Protocol Version 6(TCP/IPv6) option for maxNET A
Select the Internet Protocol Version 4 (TCP/IPv4) and click “Properties” option.
Select the radio button “Use the following IP address” and enter “172.16.160.0 ” as the IP
Address. Note that maxSTATION software will update these addresses to match
information in the wks.ini file configured via the max Domain Configurator tool.
Fill in the values for Subnet mask as 255.255.0.0
Close the Internet Protocol Version 4 Properties Dialog.
Close the maxNET A Properties Dialog.
Close the maxNET A Status Dialog.
Double click the maxNET B connection to popup the maxNET B Status dialog.
Click properties option to popup the maxNET B properties dialog.
Un-check the Internet Protocol Version 6(TCP/IPv6) option for maxNET B.
Select the Internet Protocol Version 4 (TCP/IPv4) and click “Properties” option.
Select the radio button “Use the following IP address” and enter “172.17.160.0 ” as the IP
Address. Note that maxSTATION software will update these addresses to match
information in the wks.ini file configured via the max Domain Configurator tool.
Fill in the values for Subnet mask as 255.255.0.0
Close the Internet Protocol Version 4 Properties Dialog.
Close the maxNET B Properties Dialog.
Close the maxNET B Status Dialog.

7. Modify the system “Local Security Policy” as below


Go to “Control Panel”,
In control panel window select “View By: Large icons” option
Click on “Administrative Tools”
Double Click on “Local Security Policy” option

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In “Local Security Policy” window select “Local Policies”


In the left pane under “Local Policies” click on “User Rights Assignment”
In right page double click on “Change the system time”
Click on “Add User or Group”
A window titled “Select Users or Groups” will be displayed. Click on the “Advanced”
button.
From the next window click on “Find Now”
Double click on “Everyone” from the list.
Close the “Select Users or Groups” dialog box by clicking on “OK”
Close the “Change the system time properties” dialog box by clicking on “OK”
In the left pane under “Local Policies” select “Security Options”
Double click on “Devices: Allowed to format or eject removable media”
Click on drop down and select “Administrators and Interactive Users” and close the
dialog by clicking “OK”

8. Setup Default Printer


If you have a real printer attached it should be set up here.

9. Insert the maxSTATION Installation DVD in the DVD drive and close.

maxSTATION installer will start automatically and check for the existence of pre-
requisites (see screen below). If not found, it will install them. Note that Adobe Reader
is not automatically installed unless you check the box to install it.

Click Next button and follow default options to proceed with installation of (required)
pre-requisites.

The installer will proceed to install Microsoft .NET Framework 4.0 (x64). This
prerequisite installation may force a reboot of the system before proceeding to install

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Installation Instructions

other prerequisites. Please refer to the “.Net Installation Folder” section if this
installation does not go smoothly.

After reboot, maxSTATION installer will display the following screen to install the other
prerequisites and Acrobat Reader 10.1.0 if checked.

Click Next button to proceed with the installation of Adobe Acrobat Reader 10.1.0

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Click Install button to install adobe Reader 10.1.0

Click the Finish button to complete the installation of Adobe Reader 10.1.0 and all
prerequisites.

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Installation Instructions

After installation of pre-requisites, the installer will take you to the welcome screen of
maxSTATION installation as shown below.

Click the “Next>” button to go to License Agreement screen

Agree to the “I accept the terms of the license agreement” option and click Next button to
go to maxSTATION Type selection Screen.

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The Installation program will automatically select Workstation if this is a Windows 7


installation or Terminal Server if this is a Server 2008 installation. If a workstation
installation to Server 2008 is intended, then change the selection to Workstation.
Otherwise, make no changes to the option shown and click Next button to proceed with
Installation.
Check the legacy option checkbox if this system requires DBM based communications
with model DPU4x or Controller files.

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Installation Instructions

Click Next button to start the copy of maxSTATION required files and proceed to the
following screen.

Click Next button to take you to “Completing the install wizard for maxSTATION ”
screen.

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If Startup Config and maxDOMAIN Configuration need to be run as in an initial install,


then leave the Restart now option unchecked.
If these configuration steps were previously completed as in a version upgrade
installation, and no changes are needed (such as enabling the maxSTORIAN), then check
the Restart Now option.
After the command window has closed, Click Finish button to complete the
maxSTATION installation. There is a delay before the window closes.
Remove the maxSTATION installation DVD from the drive after the window closes.

NOTE: The maxSTATION installer will automatically perform these steps:

Installation of USB dongle drivers.


Creation of user groups (Engineers and Operators).
Creation of user accounts (EngineerService, engineer and operator on a Workstation;
EngineerService only on a Terminal Server).
The Engineer and Operator accounts are each to be used as logins, and have initial passwords
matching their name in lower case.
The EngineerService is special and represents the account under which critical services will
start and run continuously, regardless of an interactive login being active. The
EngineerService account is thus not meant for use as an interactive login.
Sets the desktop screen resolution to 1920 x 1080
Sets the power options for “turn off the display” and “Put the computer to sleep” options to
“Never”.

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NOTE: maxSTATION release installer will not modify the custom configuration files present if any on the
workstation.

10. For first time installation of maxSTATION release 6.x (i.e. No prior configuration files), the
installer will create default custom configuration files for maxDNA.ini and DPUlist.ini.

11. If all the Domain Names and Station Names for workstations on the network are configured
already on Engineer Station, copy Wks.ini & DpuList.ini from Engineer Station to Operator
Station. Otherwise, do step 12.

12. To modify the maxDNA.ini, from the Start menu, select maxAdministrator Tools and select
StartupConfig (C:\Mcs\Setup\StartupConfig.exe) which will prompt to be allowed to run as an
Administrator. The following screen shall appear

The enabling of the “Alarms” feature provides the alarm summary display services for
maxVUE.

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The additional checking of the List Server provides the alarm list services that are part of
the standard maxVUE vertical toolbar display. It is recommended that no more than two
stations per Domain have this option enabled, to minimize the system loading due to
alarm data gathering.
Enabling of the “File Sync Server” feature provides synchronization between Master and
Slave maxSTATIONS for configurable groups of directories and files.
Enabling of the "Events" feature provides to log the various events.

Edit the file C:\Custom\Sbp\TimeZone.ini file or copy from another already configured
maxSTATION, to provide the system with detailed information about your time zone.

13. From the Start menu, select maxAdministrator Tools and select maxDOMAINConfig
(C:\MCS\Sbp\maxDOMAINConfig.exe). Following screen shall appear. (Note: this program
creates WKS.ini, if you already have one configured on another station simply copy it over the
WKS.ini in the \Custom\Database directory)

Enter All domain names and station names for workstations on your network
Click “Exit and Save” option to save and close the dialog.
Reboot the maxSTATION.

4.6 maxSTATION Software Patch Installation Instructions

1. If it exists, download the maxSTATION 6.0.6 patch executable file from the Metso Automation
website.
2. Double click the patch executable to the installation If the patch is not already installed then the
following screen will appear:

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Installation Instructions

Click 'Next' button to continue with Installation of the Patch.


the following screen will appear:

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Click 'Next' button to continue with Installation of the Patch.


the following screen will appear:

Click 'Next' button to continue with Installation of the Patch.


the following screen will appear:

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Restart the maxSTATION after completing the installation of the Patch.

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5. Getting Started

5.1 Overview

____________________________________________________________________________________
SPECIAL NOTE:
First, in order to have the station start up as a maxSTATION, you MUST logon as a user account,
“operator”, “engineer” or another account to which was granted the “Operators” or “Engineers”
group privilege. Logging on to the station as a user with Administrator privileges will prevent
interactive maxSTATION software from executing automatically.
_____________________________________________________________________________________

After logging on as “operator”; the maxSTATION Startup Window will appear, and automatically start up
the underlying system and software backplane logic. You will see a series of messages such as the
following:

Waiting for Services Startup


Services Event Complete
MCSRegEdit at 01/18/11 15:04:05
Point Picker at 01/18/11 15:04:05
maxLSS at 01/18/11 15:04:05
Startup 1 Done at 01/18/11 15:04:06

After this startup is complete, this window will minimize by itself and if an operator logon was used then
maxVUE Runtime will be launched. At this time, the station is ready for your use. The following section
outlines the major maxSTATION icons now located on your desktop, while the next section titled “Tray
Area Icons” briefly explains the icons located on the tray area (lower right corner).

To Shut Down the Operators Station

The following procedure should be followed to shut down the Operator’s Station.

-- While holding down the <Alt> key, repeatedly press the <Tab> key until the maxSTATION Startup
application appears in the dialog box.
-- Select the [Stop Station] box and wait for the station to completely shut down.
-- Press three keys at the same time <Ctrl><Alt><Del> to bring up the dialog box.
- Select “Shut down” option from the list populated, to shutdown the system

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5.2 maxSTATION Applications (Desktop Icons)

maxSTATION Release 6.0.6 provides the following icons on the Desktop and Start Menu. These
applications can be accessed by the user account “engineer” only and not by the user account “operator”.

maxVUE Runtime
maxVUE Editor
Point Browser
SbpSpy
Healthlog
maxSTATION Startup
maxDPUTools
DlFreezeChk
maxDOCS
RptEditor
Ethereal

After logging on as “Engineer”; the maxSTATION Startup Window will appear, and automatically start up
the underlying system and software backplane logic. You will see a series of messages such as the
following:

Waiting for Services Startup


Services Event Complete
MCSRegEdit at 11/03/11 15:04:05
Point Picker at 11/03/11 15:04:05
maxLSS at 11/03/11 15:04:05
Startup 1 Done at 11/03/11 15:04:06

After this startup is complete, this window will minimize by itself. At this time, the station is ready for
your use. The following section titled “Tray Area Icons” briefly explains the icons located on the tray area
(lower right corner).

To Shut Down the Engineer Station

The following procedure should be followed to shut down the Engineer’s Station.

-- Select the [Stop Station] box and wait for the station to completely shut down.
-- Press three keys at the same time <Ctrl><Alt><Del> to bring up the dialog box.
-- Select “Shut down” option from the list populated, to shutdown the system
OR
-- Click Windows button and then click " Shut down " option to shutdown the system

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5.3 Tray Area Icons

The following is a list of the icons you can normally expect to see in the tray area. Any of these processes
can be viewed by clicking on these icons. This will present you with a window for that process. This
information is mainly here at this time for diagnostic purposes. (Note: the tray is only visible to Engineer
logins)

SbpMonitor - SBP status viewer


maxLSS - Local Status Server

SPECIAL NOTES:
1. If viewing any of these processes, please remember to always select the
“hide” or “minimize” button (not close, exit, or kill). Selecting close or exit at this
time will shutdown the process and your maxSTATION will not function properly.

If you mistakenly close one of these processes, you can either

Logoff the workstation and then log back on (remembering to use the “operator” or
“engineer” account, and not “Administrator”.)

Call up the maxSTATION Startup window and first, “Stop Station”, and once that has
completed, “Start Station”.

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6. maxVUE Screen Print Setup


maxVUE Screen Print will send a request for printing to the Default Printer of this maxSTATION. In
Windows, the default printer must be set for each User. To set a printer as default, the following steps must
be followed.

6.1 WorkStation

1. Logon as a User with Administrator Privileges.


2. Go to Start |Control Panel | Administrative Tools.
3. Double click “Computer Management” option.
4. In the Computer Management window, click” Local Users and Groups”. Click the “Users”.
5. Right click the “Operator”/”Engineer” and go to Properties Window.
6. Click “Member Of” and select “Operators”/”Engineers” and click “Remove”.
7. Click OK in the Operator/Engineer Properties Dialog to save and close.
8. Logoff and logon as Operator/Engineer.
9. Go to Start | Devices and Printers to open the Devices and Printers Window.
10. Right click on the desired printer, and select Set As Default Printer.
11. Close the Devices and Printer Window.
12. Logoff and logon as a User with Administrator Privileges.
13. Go to Start |Control Panel | Administrative Tools.
14. Double click “Computer Management” option.
15. In the Computer Management window, click” Local Users and Groups”. Click the “Users”.
16. Right click the “Operator”/”Engineer” and go to Properties Window.
17. Click “Member Of” and select “Operators”/”Engineers” and click “Add”.
18. Click OK in the Operator/Engineer Properties Dialog to save and close.

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7. Installation of Terminal Server for Remote Access


This section covers the installation of the Terminal Server for testing in house. Some further configuration
will be necessary once the server has been located at the customer site. Please refer to the manual maxDNA
Terminal Server User’s Guide #278721.

Before beginning, it is necessary to gather the information needed to register this Terminal Server with
Microsoft:

First Name
Last Name
Company Name
Country or Region

The following optional information will be used by Microsoft to communicate with this person as needed:

E-mail address
Organization Unit
Company Address
City
State/Province
Postal code

7.1 Getting Started


1. Power up the PC. You are presented with the Windows Setup Wizard that presents you with:
Service tag (such as JLZKS81) and
Express Service Code (such as 426-884-103-37)
2. Click the Next button
3. Select the “I accept…” button and click the Next button, then click the Next button.
4. Enter the Name (Your Company) and Organization (Company organization), then click the Next
button.
5. On the Licensing modes window, select “Per User” and click the Next button
6. Enter the name of this computer (such as 3WEBSERV1)
7. Enter the Administrator password (such as sysadm)
8. Click the Next button.
9. Select Eastern Standard Time Zone from the pull-down menu and select Auto adjust for
daylight savings time, and click the Next button.
10. On the Network Settings window, select Custom settings and click the Next button.
11. If you wait too long, the computer will restart on you. Don’t panic, just log on again as
Administrator
12. (Refer to Network Setup later in this document).
13. Domain setup – Select No; Workgroup name = (desired name such as “Unit5”). Next. After PC
Restart, log in again as Administrator.
14. Set up one network card for Internet access.
15. Connect the network card to a router or other IT interface that permits this computer to access the
Internet.

7.2 Windows Updates


1. On the Windows Server Post Setup Security Updates, click on Update this Server.
2. Click Install, then Install Now.
3. Click Express to do Windows Update and click Install Updates. This may take awhile.

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4. Click Restart Now and log on again as Administrator


5. You will again be presented with the Windows Server Post Setup Security Updates window –
click Finish and then click Yes to close this page.

7.3 Manage Your Server


1. If the Server Manager is not already open, click Start, point to Administrative Tools, and then
click Server Manager.
2. In the left pane, right-click Roles, and then click Add Roles.
3. In the Add Roles Wizard, on the Before you Begin page, click Next.
4. On the Select Server Roles page, under Roles, select the Remote Desktop Services check box.
Note: if Remote Desktop Services is already installed on the server, the Remote Desktop Services
check box will be selected and dimmed, and followed by “(Installed).”
5. Click Next.
6. On the Remote Desktop Services page, click Next.
7. On the Select Role Services page, select the Remote Desktop Session Host check box, and then
click Next.
8. On the Uninstall and Reinstall Applications for Compatibility page, click Next.
9. On the Specify Authentication Method for Remote Desktop Session Host page, select Allow
connections from computers running any version of Remote Desktop (less secure), and then
click Next.
10. On the Specify Licensing Mode page, select Per User, and then click Next.
11. On the Select User Groups Allowed Access to This Remote Desktop Session Host Server page,
click Next.
12. On the Configure Client Experience page, click Next.
13. On the Confirm Installation Selections page, verify that the RD Session Host role service will be
installed, and then click Install.
14. On the Installation Progress page, installation progress will be noted.
15. On the Installation Results page, you are prompted to restart the server to finish the installation
process. Click Close, and then in the Add Role Services window, click Yes to restart the server.
16. If you are prompted that other programs are still running, click Restart now.
17. After the server restarts and you log on to the computer, the remaining steps of the installation will
finish. When the Installation Results page appears, confirm that the installation of RD Session
Host succeeded.
18. Close all open windows.

If Remote Desktop Services is already installed use these steps to install the Remote Desktop Session Host
role service, otherwise skip to the “Terminal Server Licensing” section:
1. Click Start, point to Administrative Tools, and then click Server Manager.
2. In the left pane, expand Roles.
3. Right-click Remote Desktop Services, and then click Add Role Services.
4. On the Select Role Services page, select the Remote Desktop Session Host check box, and then
click Next.
5. On the Uninstall and Reinstall Applications for Compatibility page, click Next.
6. On the Specify Authentication Method for Remote Desktop Session Host page, select Allow
connections from computers running any version of Remote Desktop (less secure), and then
click Next.
7. On the Specify Licensing Mode page, select the Per User mode and then click Next.
8. On theSelect User Groups Allowed Access to This Remote Desktop Session Host Server page,
add the users or user groups that you want to be able to remotely connect to the RD Session Host
serve, and then click Next.
9. On the Configure Client Experience page, select the functionality that you want to be available
to remote clients that are connected by using this RD Session Host server, and then click Next.
10. On the Confirm Installation Selections page, verify that the RD Session Host role service will be
installed, and then click Install.

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11. On the Installation Progress page, installation progress will be noted.


12. On the Installation Results page, you are prompted to restart the server to finish the installation
process. Click Close, and then in the Add Role Services window, click Yes to restart the server.
13. If you are prompted that other programs are still running, click Restart now.
14. After the server restarts and you log on to the computer, the remaining steps of the installation will
finish. When the Installation Results page appears, confirm that the installation of RD Session
Host succeeded.
15. Close all open windows

7.4 Terminal Server Licensing

Before beginning this step you will need some customer specific information for the person who will be
responsible for managing this terminal server. Refer to the tables at the beginning of this chapter.

1. From the Start menu, select Administrative Tools, then Server Manager.
2. Scroll down to Role Services, and click Add Role Services
3. Check Remote Desktop Licensing and click the Next button.
4. Click the Next button and then click the Install button on the Confirm Installation Selections
window.
5. You will be presented with an Installation Progress window and then an Installation Results
window.
6. Close all windows.

1. From the Start menu, select Administrative Tools, then Remote Desktop Services, then Remote
Desktop Licensing Manager.
2. Select your Station on the left-hand pane, right click, and select Activate Server. The Activate
Server Wizard starts.
3. Click the Next button, then select Automatic connection from the pull-down menu and click
Next. (Note: for the re-installation of a Terminal Server you should chose the Telephone
selection, and skip to the directions in the Re-installation of Terminal Server Licensing later in
this section.).
4. On the Company Information page, type your name, company, select your country or region,
and then click Next.
5. Specify any other information that you want to provide, such as E-mail and company address.
This information is optional.
6. Click Next. The Activate Server Wizard is started. Check the Start Install Licenses Wizard
now and click Next.
7. Enter you License Code as prompted and click Add. Then Click Next. You will see a progress
bar regarding your installation and then you will be notified that you installation has completed.
Click the Finish button and close all windows.
8. Skip to the Virus Protections Installation section.

7.4.1 Re-installation of Terminal Server Licensing

Note
When you use the telephone selection, you will proceed with the licensing operation and be given a
telephone number to call Microsoft to obtain a license certification for the purchased CAL. Follow
the procedure below.

If you are having problems with this web site, with activating your license server, or with
installing client licenses please contact a Terminal Server Licensing customer service
representative. The phone number for your regional customer service center is located in the
Licensing Wizard. To view the phone number, follow these steps:

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Installation Instructions

Open the Terminal Server Licensing administrative tool.

Set your connection method to “Telephone” by choosing Properties from the View menu item and
then choosing the Connection Method tab.

From the Action menu, select “Activate Server” or “Install Licenses” to start the Licensing
Wizard. Continue through the wizard until presented with the telephone number of the customer
service center nearest you.

Terminal Server Licensing customer service center representatives cannot provide technical support for
Terminal Server. For product support, visit Microsoft's online support web site at
http://support.microsoft.com or contact your technical support provider.

9. Click the Next button.


10. Select Activate Microsoft.com and click the Next button.
11. Enter the Product ID from the Terminal Server Activation Wizard.
12. Enter the Customer specific name, company name and location and click the Next button.
13. After reviewing this information click the Next button
14. You will be presented with a License ID number (such as RP3TC-VRK4V-JP2VC-3PWVR-
4GJJC-MX4MP-2H6WT)
15. Copy this screen and paste it into WordPad. Save this file as License Server Activation.rtf in
My Documents.
16. Click the Terminal Server License Wizard ICON on the taskbar to bring it to the front.
17. Copy the License ID number into the Terminal Server License Activation Wizard and click the
Next button.
18. Click the Next button and you will be presented with a Notification of success window. Click the
Next button.
19. Go back to the Microsoft Web site and click Yes. Open the CAL Licenses envelop that has the
purchased licenses for the project.
20. Click the Next button
21. Enter the License Code from the purchased CAL. This will be a number with five sets of codes.
22. Click the Add button. The code will be added.
23. Click the Next button and review the information.
24. Click the Next button.
25. Copy and Paste these numbers into a WordPad document called Activation.rtf and save it in My
Documents.
26. Click on the Terminal Server CAL Installation Wizard; click Next.
27. Enter the License keypack ID number in the CAL Installation Wizard.
28. Click the Next button.
29. Click Finish on the Terminal Server Licensing Web Page and Close this window.
30. Close the Terminal Server Licensing window, noting that the Server Activation status is
“Activated”.

7.5 Virus Protection Installation


Install Symantec Endpoint Protection using the instructions that came with that purchased software.

7.6 Network Setup


Begin by disabling the onboard network.
1. From Start menu, Control Panel, select Network and Sharing Center, then select Change
Adapter Settings.

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2. Right click on the desired networks and select Disable.


3. Select the network to be used for connection to your SBP server. From the right click menu,
select Rename and change this name to SBP Server Connection.
4. Select the network to be used for Internet connections. From the right click menu, select Rename
and change this name to Internet WAN.

7.6.1 SBP Server Connection


1. Select the SBP Server Connection and from the right click menu, select Properties, then click
the Configure button.
2. Select Advanced and set the speed as follows: (Note on the Broadcom Ethernet adapter this
accessed with the configure button.)
3. Select each of the Offload properties (IPv4 Checksum Offload, Large Send Offload (IPv4), and
TCP/UDP Checksum Offload (IPv4)) and select Disable for each. Then press the OK button.

On the General page select Properties and set the following IP Address:

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Click the Advanced button and Add IP addresses for each of the CAL licenses purchased. This will be up
to five addresses of the form:
172.21.1.2
172.22.1.2
172.23.1.2
172.24.1.2
172.25.1.2

Note: If the default IP addresses cannot be used, the user may set up other IP addresses following the
directions in Appendix A of Manual 278721 – Terminal Server User’s Guide.

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Disable all but the connection options shown here.

7.6.2 Internet WAN Setup


1. Select the Internet WAN Network and from the right click menu, select Properties.
2. Check only the options shown in the picture.

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Select the Configure… button and select the Advanced tab. Select each of the Offload properties
(IPv4 Checksum Offload, Large Send Offload (IPv4) and TCP/UDP Checksum Offload (IPv4)) and
Select Disable for each.

Then press the OK button.

3. Select the Obtain an IP address automatically option


4. Select the Obtain DNS server address automatically option.
5. Click the OK button.

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NOTE: when this PC is at the customer site, the Use the following DNS server addresses should be
selected and the customer’s IT infrastructure addresses used.

7.7 Receive Side Scaling


Use the following steps to disable Receive Side Scaling (RSS):

1. Use administrative credentials to open a command prompt.


2. At the command prompt, type the following command, and then press ENTER.
netsh int tcp set global rss=disabled

7.8 Commercial Firewall Setup


To protect the Terminal Server from hostile Internet access, a commercial firewall box is recommended.
This box may be one supplied by Metso Automation or one of the end user’s choosing.

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7.9 Remote Desktop Services Configuration Customization


The following steps should be taken to further customize the Terminal Server.

Select the Start button, then Administrative Tools, then Remote Desktop Session Host Configuration.
From the left pane, select the RD Session Host Configuration item. Then from the middle pane, select the
Remote Desktop License Servers and right click to select Properties.

Click the Add button and select this station and add it to the Specified license servers. Then click OK.
And then click OK to close the Properties dialog.

Scroll up to the connections line in the middle pane and right click on it and select Properties.

On the Network Adapter tab, set the maximum number of connections to the number of Client Access
Licenses purchased. Click the Apply button.

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Select the Client Settings tab and configure as shown. Click the Apply button.

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The Sessions tab should be configured as shown. Click the Apply button.

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Use the Logon Settings tab to establish a default user logon name for this PC. Set User name to
AuthorizedUsersOnly. The Remote Desktop Users Group will be used to authorize specific users to log
on remotely. The Domain field should be set to the name of the Terminal Server. Click the Apply button,
then the Close (or OK) button.

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7.10 maxSTATION Installation


Perform a maxSTATION install now. Release 6.0.4 or newer is required. Refer to the Software
Installation section of this document for detailed instructions.

If you have not done so as part of maxSTATION installation, install the Thin Client soft key now.

If you have not set up the Terminal Server as a Remote station (via checking the Remote SBP checkbox on
the Startup Configuration Tool window), do so now.

7.11 Local Security Settings


The following configuration will prevent someone from logging in to the Terminal Server as the
Administrator.

1. From the Start menu, select Administrative Tools, Local Security Policy.
2. Expand Local Policies and select User Rights Assignment from the left pane.
3. From the right pane double click Shut down the system.
4. Select the Power Users line and click the Remove button.

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5. Click the OK button to close the Shut down the system Properties dialog.
6. From the right pane double click Deny log on through Remote Desktop Services.
7. Click the Add User or Group button.
8. Click the Advanced button.
9. From the Select Users or Groups window, click the Find Now button.
10. Select the Administrator user and click the OK button.
11. Click OK to all open windows except the Local Security Settings window.

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The following configuration will set up password and other local security settings.

1. From the left pane of the Local Security Settings window expand Account Policies and select
Password Policy.
2. On the right pane, double click Password must meet complexity requirements.

3. Click the Enable button and then the OK button.


4. Double click the Minimum password length line.

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5. Set the minimum length to 8 characters and click the OK button.


6. On the right pane, double click Enforce password history.

7. Set the password history to 5 and click the OK button.


8. From the left pane, select the Account Lockout Policy line.
9. Double click the Account lockout threshold line.

10. Set this value to 10 and click the OK button.

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11. OK the next message box and close the Local Security Settings window.

The above configuration may be changed to match local security policies.

7.12 User Account Configuration


Users to be allowed Remote Desktop access to the Terminal Server must be configured. Each Terminal
Server comes with purchased CAL licenses for this purpose. User accounts should be configured using
customer specific properties.

From the Start menu, navigate to Administrative Tools, Computer Management.


Expand Local Users and Groups on the left pane.
Expand the Users line and select Properties for the customer specific users.

Then the accounts should be made members of the Groups shown below:

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7.13 Windows Firewall Exceptions


From Start, Control Panel, select Windows Firewall.
Select the Exceptions tab.
Check the Remote Desktop box and click the OK box.

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8. maxSTORIAN Disk Storage Setup

8.1 High Performance maxSTORIAN


The High Performance maxSTORIAN requires the installation of a second disk to store the historical data
in the platform. This disk requires special formatting for maximal performance. To format the disk select
the Control Panel from the Start Menu, then select Administrator Tools, then select Computer management.
Within Computer management there should be an option for “Disk Management”. Select this option as
shown:

Disk 0 should be your Windows partition. Disk 1 should be blank. If it is not, then any data stored on this
disk will be destroyed by the formatting process. Insure that the data is backed up or transferred to the “C:”
partition.

Right click on the Disk 1 Unallocated region. You should see the following menu:

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Select “New Partition” to create a new partition. This will start the wizard. Click “Next”; select Primary
Partition, and Next.

Click on Next to confirm partition size (All of the new volume). Assign a drive letter. Note this letter to
update maxSTORIAN expert options later in these directions. Click on Next.

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Select formatting options. Note NTFS and 64K clusters should be selected. It is important that both these
options are selected. Enter the volume label “maxSTORIAN”. Click on Next.

Click on Finish to start the formatting process.

The computer will then format the partition. This process takes awhile.

When the formatting process is complete, run the MCS Registry Edit tool. Under machine settings expand
maxSTORIAN Expert Options. Select Source Mount and change this to your new drive letter. If you have
already collected history on the “C:” drive, you should copy the maxSTORIAN folder to the new drive.

Reboot your maxSTATION.

8.2 New maxSTORIAN Partition on One Hard Drive


The maxSTORIAN performance can be improved by creating a separate partition with 64K data clusters.
Follow these directions to create a separate maxSTORIAN partition after Windows has already been loaded
without creating such a partition. This is typical of a PC loaded with Windows by the vendor.

Log on to the maxSTATION as user who is part of the Administrators group. If you have already loaded
the maxDNA software you must disable maxDNA services:

From the Start Menu, select Control Panel


Using the Classic View, double click Administrative Tools.

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Double click Services


Scroll down and double click the maxDNA0 ServicesStartup line.
Select “Disabled” as the Startup type.
Click OK and close the Services and Administrative Tools windows.

Decide how much storage room you want to dedicate to your non-maxSTORIAN partition. In this example
we will allocate a 60 GB partition from our 160 GB hard drive. That will leave 100 GB for the
maxSTORIAN partition. Remember that about 20% of this partition will be used by the Operating System.
The remaining size should be about three times your MCS Registry setting for “Max History MB”.

This procedure uses built-in Windows capability to create the maxSTORIAN partition.

Restart your PC and log on as a user who is a member of the Administrators group.

From the Start menu, select Administrative Tools, and then Computer Management. Click on Disk
Management. Select the C: Drive and Right Click. Select Shrink Volume; wait while querying for
available shrink space.

Enter the amount to shrink to and click Shrink. Wait for this action to complete.

Right Click on the Unallocated portion on the bottom portion of the window. Select New Simple Volume.

This will start the New Partition Wizard.

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Click Next to continue. Click Next to accept the Primary partition. Click Next to accept the entire
remaining size for the new partition.

Select a drive letter for the maxSTORIAN partition and click Next to enter format information.

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Set the parameters as shown above:


NTFS file system
64K allocation unit size
maxSTORIAN volume label
check the Perform a quick format option

Click the Next button. Then click the Finish button. You have now created a 64K cluster size partition for
maxSTORIAN data storage. Click the exit button to close the Computer Management window and click
the exit button of the Administrative Tools window.

If you have already installed maxSTATION run the MCS Registry Edit tool. From the Machine Settings
tab, expand maxSTORIAN Expert Options and select Source Mount. Set this to your new partition drive
letter (M: in our example). Close the MCSRegEdit utility. If you have not already installed maxSTATION
you must perform this step after you have done so.

If you have already started collecting history, copy the maxSTORIAN folder from the C:\ drive to your
new partition. If you do not have room to do this, you can warm up this maxSTATION from the other
maxSTORIAN. Rename the old folder C:\maxSTORIAN_Old.

If you have already installed maxSTATION you may perform security setup on your new history partition.
Otherwise you must perform this step after installing maxSTATION. From an explorer window select
your new partition and right click the mouse and select "Properties".
Select the Security tab
Click the Edit button and click Add button and enter “engineers” in the edit box and click the
Check Names button.
Click the OK button
Give the engineers group “Full Control”

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Add “operators” using the same steps as above for engineers


Remove any other users or groups except Administrators.
Click the OK button

If you have disabled the maxDNA0 service, set the Startup type to Automatic and restart this
maxSTATION.

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9. Chinese Font Setup


Starting with Release 6.0.4, an installation file for Chinese Fonts has been included in a folder called
Chinese Fonts on the release DVD.

This file is called FontPack1000_zh_CN.msi.

To install these fonts on a Chinese Windows PC, double click the file.

Then click, Next, Next and Finish.

The Chinese fonts are now ready for use.

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10. .Net Installation Folder


Starting with Release 6.0.5, the Release DVD includes a folder called “.Net Framework”. The folder
contains a file that may be used to install .Net 4.0 on a target PC.

This package has failed to automatically install on some laptop PCs. If this happens, you may install it
manually (without the need to download this file from the Internet) from the .NET Framework folder on
the Release DVD.

Double click on the dotNetFx40_Full_x86_x64.exe file in that folder to install .Net 4.0

The .Net Installation on the DVD is for the English language. If your installation is using a different
language, you should install the appropriate language package to get your language interface for .Net.

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11. Installation of the Stable Time Card


This chapter covers the installation of a Stable Time Card (PMX108) in the maxDNA workstation. A
Stable Time Card contains a high stability clock and it is used to improve the performance of the
workstation’s standard clock. Normally, accurate and stable system time is maintained by using an IRIG-
equipped DPU as the Time Master. When that is not desired, an alternative is to use a workstation as the
Time Master. Since the standard clock that is built into a workstation computer is not very stable over
temperature, it is often desirable to install a Stable Time Card in the workstation.

After the Stable Time Card and its software are installed in the workstation, you must configure the time
synchronization software and tell the rest of the maxDNA system that this workstation is the system’s Time
Master. Refer to document #278609 System Resources Guide for more information.

Cautions
Like other electronic equipment, the stable time card and the computer can be damaged by static electricity
(ESD or Electrostatic Discharge). Thus, it is imperative that proper ESD-safe precautions be followed
during the installation.

That means, as a minimum, you must wear an ESD wrist strap that is connected to the metal PC chassis. It
is preferable that you also work at an ESD-safe workbench (or use a properly grounded portable ESD
mat).

A battery is mounted on the board. Thus, portions of the card are powered even when the card is not
installed in a computer. Take care not to accidentally short components on the card and do not place the
card on a conductive surface.

11.1 Masterclock PCIe-OSC (PMX108, Rev A) Stable Time Card

Part Numbers
PMX108, Rev A consists of the following part numbers.
LD094128 – Masterclock PCIe-OSC stable time card
LD094127 – Driver disk for Windows 7

11.1.1 Hardware Installation


Shut down the computer and unplug it from the AC outlet.

If you have an ESD-safe work table or mat, place the computer on it. Make sure that the mat is grounded.

Put on your ESD wrist strap. Connect it to the ESD mat if you are using one.

Remove the computer’s cover by following the instructions supplied with the computer.

If your ESD wrist strap is not connected to an ESD mat, connect the wrist strap to bare metal on the
computer’s chassis.

Locate an empty PCIe slot in the computer. The stable time card only requires an “x1” slot so that is the
preferred connector to use. However, the card will also work in a longer PCIe slot (e.g., x4, x8, etc. up to
x32) if an “x1” slot is not available.

A full-height mounting bracket comes attached to the card. If your computer requires a half-height
mounting bracket, remove the full-height bracket by unscrewing the two screws that attach the bracket to

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the card. Replace the bracket with the smaller one that is supplied in the box. Reinstall the two screws to
secure the mounting bracket.

Remove the rear cover plate for the selected slot in the computer.

Install the card into that slot and secure it with the same screw or clamp that was used to attach the cover
plate.

Reinstall the cover on the computer.

11.1.2 Software Installation


Note, these instructions are based upon the PCIe-OSC driver dated 10/9/2012 for Microsoft Windows 7
(64-bit). This driver, as well as required prerequisite programs, is located on LD094127, Rev A.

Reconnect the computer to the AC outlet. Connect the keyboard, mouse, and monitor cables. Boot the
computer.

Log on to the computer as “maxDNAAdmin”.

Get the driver CD (Metso p/n LD094127) and put it into the optical drive.

If the “AutoPlay” popup appears, close it by clicking the “X”.

If it does not already exist, create a folder on your computer: “C:\Downloaded Drivers\Masterclock PCIe-
OSC”.

Copy the files from the CD to the folder. Remove the CD from the drive.

Run the driver installation program by double-clicking the file “Setup.exe”.

Windows will ask if you want the program “setup.exe” to make changes to the computer. Click “Yes”.

The driver requires some prerequisite programs. If they are not already on your computer, they will be
automatically installed as per the steps in the following section. If the programs are already installed, you
will not see the related messages and the installation will automatically skip to the driver installation.

11.1.2.1 Installation of Prerequisite Programs

If your computer needs the prerequisite programs, you will see a popup that says it needs to install the
missing programs. See the picture.

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If the popup appears, click “Install”.

If Windows asks if you will allow the program to make changes to your computer, click “Yes”.

After the .NET Framework is installed, a popup will say that a reboot is required. Click “Yes” to reboot.

Log in as maxDNAAdmin.

A window will appear that says it needs to install the Microsoft Visual C++ Redistributable Package. Click
“Install”.

If Windows asks if it is OK to allow the program to make changes to the computer, click “Yes”.

The installation of the prerequisite programs will complete and then the driver installation can begin.

11.1.2.2 Driver Installation

After a few seconds, the “MCR_PCIe-PCI66_64” installation window will open.

Read the license agreement that appears and accept it. Click “Next”.

Click “Install”.

If Windows asks if it is OK for the program to make changes to your computer, click “Yes”.

Choose the setup language (default = English). Click “Next”.

The setup wizard for the “Pericom PI7CX795x PCI Express UART Device” will appear. Click “Next”.

Read and accept the license agreement. Click “Next”.

Click “Install”.

Click “Finish”.

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Click “Finish” to exit the setup wizard.

11.1.3 Confirm the Card and Driver Installation


Open Device Manager (click Start/Control Panel/System/Device Manager). You should see entries for a
Pericom PCI Express UART Device and Pericom Serial Port Devices (Note, some cards will be listed as
“Masterclock” instead of “Pericom”. There is no other difference between the cards.) The entries should
not have yellow exclamation marks next to them. Refer to the picture below.

Look at the rear bracket of the Stable Time card. The green LED should flash twice quickly once per
second as the card updates the Windows clock.

11.1.4 Set the Time on the Stable Time Card


The Stable Time card keeps the time with a stability of about +/-165mS per day (+/-1 minute per year).
However, its absolute accuracy is only as good as you set it. The Stable Time card will use its time (which
is much more stable than the standard Windows clock) to set the Windows time every second.

Use the following procedure to set the time in the Stable Time card. Click “Start/All
Programs/Masterclock/MCR PCIe-PCI66/MCR Monitor” to run the MCR Monitor program. See the
pictures below.

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Note that except for “Local”, the time and date fields are blank. This is normal. Also note that the
“Synchronization Status” is “UNHEALTHY”. This too is normal as this model card does not accept
synchronization (time code input) from an external source.

Click the “Set Time” button. A time entry window will open. In the labeled fields, type in the date and
time (UTC) to which you want to set the card. Windows takes care of converting the UTC value to the
configured time zone. See the picture below. It is best to type in a time that is at least a few seconds ahead
of the time you want. Then, click the “Set Now” button at the instant you wish the card to accept that time
(e.g., when your watch rolls over to the next minute). The card will accept that time and the time entry
window will close automatically.

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If you look in the “Synchronization History” window on the MCR Monitor, you should see 1 second
updates that the Stable Time card is writing to the Windows clock. Close the MCR Monitor program by
clicking “OK”.

The Stable Time card will continue to update the Windows clock each second for as long as the computer is
running. If the computer is powered down, the Stable Time card will keep its on board clock running by
means of its built-in rechargeable battery. A fully charged battery will run the card for about 2 weeks.
When the computer is rebooted, the Stable Time card will resume its one second updates to the Windows
clock. When the computer is running, the battery will automatically begin charging.

11.1.5 Complete the Time Synchronization Setup


This concludes the hardware portion of the stable time card installation procedure.

Now, the maxDNA system must be told how to use the stable time card (e.g., which stations to
synchronize, etc.). Please refer to document #278609 System Resources Guide for instructions on
completing the time synchronization setup.

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Notes

The MCR Monitor program is accessible from the Engineer’s log on. To use MCR Monitor, you do not
need to be logged in as maxDNAAdmin but you will be asked to enter the maxDNAAdmin password.

The software installation automatically installs a second program (MCR Sync Config). This program is not
needed as it applies to other models of the Stable Time card. Do not run the program. If you run it
accidentally, no harm will be done but you will see an error message from Windows. Just click “OK” to
clear the message.

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12. Installation of the Serial Card


A multi-port serial card can optionally be added to the workstation to provide access to foreign devices by
means of maxLINKS.

12.1 Installation of the RocketPort Express Serial Card


The RocketPort Express is an 8-port serial card that installs into a PCIe slot in the workstation. Along with
its companion Breakout Box, it provides up to 8 serial ports (RS-232, RS-422, or RS-485). It is typically
used with maxLINKS to provide access to foreign devices. This chapter provides installation instructions
for the card and driver

Cautions
Like other electronic equipment, the RocketPort Express card and the computer can be damaged by static
electricity (ESD, Electrostatic Discharge). Thus, it is imperative that proper ESD-safe precautions be
followed during the installation.

That means, as a minimum, you must wear an ESD wrist strap that is connected to the metal PC chassis. It
is preferable that you also work at an ESD-safe workbench (or use a properly grounded portable ESD mat).

Important Notes –
Always turn the computer off before connecting or disconnecting either end of the cable that connects the
RocketPort card and the breakout box. Failure to follow this rule could result in equipment damage.

Do not connect a serial device to the Breakout Box until the appropriate interface type (e.g., RS-232, RS-
422) has been configured in the driver. Failure to follow this rule could result in equipment damage.

Part Numbers
This document covers the following part numbers:
LD094098 – RocketPort Express, PCIe 8-port serial card
LD094099 – Breakout box/surge protector, 8-port, DB-25M
LD094100 – Cable, 160”, serial card to breakout box
LD094101 – SW CD-ROM, Windows 7, RocketPort Express driver and utility SW

12.1.1 Hardware Installation

Shut down the computer and unplug it from the AC outlet.

If you have an ESD-safe work table or mat, place the computer on it. Make sure that the mat is grounded.

Put on your ESD wrist strap. Connect it to the ESD mat if you are using one.

Remove the computer’s cover by following the instructions supplied with the computer.

If your ESD wrist strap is not connected to an ESD mat, connect the wrist strap to bare metal on the
computer’s chassis.

Locate an empty PCIe slot in the computer. The RocketPort Express card only requires an “X1” slot so
that is the preferred connector to use. However, the card will also work in a longer PCIe slot (e.g, X4, X8,
etc.) if an “X1” is not available.

The RockPort comes with a half-size rear mounting plate. If your computer requires a full size mounting
plate, remove the half-size plate by unscrewing the two studs on either side of the rear connector. Remove

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Installation Instructions

the plate and replace it with the larger one that is supplied in the RocketPort box. Reinstall the two studs to
secure the mounting plate.

Remove the rear cover plate for the selected slot in the computer.

Install the RocketPort card into that slot and secure it with the same screw or clamp that was used to attach
the cover plate.

Do NOT install the break out box cable into the connector on the RocketPort card.

Do NOT connect your serial device(s) to the breakout box.

Reinstall the cover on the computer.

12.1.2 Driver Installation


Note, these instructions are based upon the RocketPort Express driver version 4.06 for Microsoft Windows
7.

Plug the computer back in to the AC outlet. Connect the keyboard, mouse, and monitor cables. Boot the
computer.

Get the RocketPort Express driver CD (Metso p/n LD094101) and put it into the CD-ROM drive.

Log on to the computer as “maxDNAAdmin”.

If it does not already exist, create a folder on your computer: “C:\Downloaded Drivers\RocketPort
Express”.

Copy the files from the CD to the RocketPort Express folder.

Run the driver installation program by double-clicking the file


“RP_EXPRESS_INFINITY_Windows_4.06.exe”.

Click “Yes” when Windows asks if it OK for this program to make changes to the computer.

As the installation windows appear, accept the defaults for file location, etc. You will need to click “Next”
a couple of times and then “Install”.

After clicking the “Install” button, a window will open that has a check box for “Launch RocketPort
Express Infinity Driver Installation”. Make sure that box is checked and then click “Finish”.

The “Comtrol Driver Installation Wizard” will open. Click “Next”.

On the “Install, Update, or Uninstall” window, select “Install” then click “Next”.

Click “Next” on the following window.

On the “Summary” window, click “Proceed”.

When the installation completes, click “Close”.

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Installation Instructions

12.1.3 Confirm that Windows is Happy with the Card and Driver
Open Device Manager (Start/Control Panel/Device Manager).

You should see an entry called “Multiport Serial Adapters”. Expand it by clicking on the right-pointing
triangle.

An entry labeled “RocketPort EXPRESS, 8 port, Host Adapter, PCIe” should appear. Right click on that
label and select “Properties”. A window will appear as shown in the following picture.

The “Device Status” area on the “General” tab should say “This device is working properly”.

12.1.4 Install the RocketPort Utilities


Use Windows Explorer to navigate to “C:\Downloaded Drivers\RocketPort Express”.

Right-click the file “comtrol_utility_package_4.03.msi” and click “Install” from the menu that appears.

The “Comtrol Utility Package Setup Wizard” will open. Click “Next”.

Accept the default destination folder.

Click “Install”.

Click “Yes” when Windows asks if it is OK for the program to make changes to your computer.

When the installation completes, click “Finish”.

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Installation Instructions

12.1.5 Test the RocketPort Card


Shut down the computer.

Connect the 8-port breakout box to the RocketPort card via the supplied cable. Caution – you must never
connect or disconnect the cable from the RocketPort card or the breakout box when the computer is on.
Doing so can damage the hardware.

Boot the computer and log on as “maxDNAAdministrator”.

Click “Start/Programs/Comtrol/Utilities/Test Terminal (WCom2)”. Click “Yes” if Windows asks if it is


OK for the program to make changes to the computer. The Test Terminal program will open.

Click “File/Open Port”. When the “Open Port” window appears, you will see a list of serial ports (e.g.,
Com 3, Com 4, Com 5, etc.).

The connector ports on the breakout box are labeled from “1” to “8”. Port “1” corresponds to the first Com
Port that is assigned to the RocketPort card (e.g., Com 5). The other connector ports follow sequentially
(e.g., connector 2 = Com 6, connector 3 = Com 7, etc.).

Note, the default com port assignment is Com 3 through Com 10. However, the starting port may be
optionally set to a different value (e.g., Com 5). See the supplied RocketPort User Guide for details.

Click the port name (e.g., Com 5) that corresponds to the first of the eight serial ports on your RocketPort
card. Click “OK”.

Click “Port/Loopback Test”. At the prompt, plug the supplied Loopback plug on to connector 1 on the
breakout box. Then, click “OK”. The loopback test will run and, after a few seconds, a message will
appear. If the test passed, you will see a message like “Port Passed the Loopback Test (Ring Present)”.
Click “OK”.

Click “Port/Send and Receive Data Test”. A window for the port under test will open and strings of text
will scroll through it as characters are sent and received by the port. Let the test run for a few seconds and
then stop it by clicking “Port/Send and Receive Data Test”. Close the com port window by clicking the
“X” in its upper right corner.

Repeat the Loopback and Data tests for the other seven ports.

When you are done, close the Test Terminal program.

This concludes the basic RocketPort installation procedure.

12.1.6 Configure the RocketPort Card for Use With maxLINKS


There are two RocketPort settings that apply to all maxLINKS systems. These will be described in this
section.

These setting are “Block Plug-N-Play Search for Attached Serial Device” and “Use Fast (Low Latency)
Data Transfer”.

These two options must be enabled for each of the serial ports. You will find these settings on the “General
Tab” for each port in the Comtrol Drivers Management Console. Refer to the following picture. Detailed
information on settings is included in the Comtrol Device Driver User Guide
(Rocket_Windows_Mgmt_Console_UserGuide.pdf) that was installed along with the RocketPort driver.

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Installation Instructions

Other settings, such as baud rate, parity, type of physical link (e.g., RS-232, RS-422), etc. are dependent
upon the particular maxLINKS installation so they will have to be configured on a per job basis.

Caution - To prevent equipment damage, do not connect any serial devices to the Breakout Box until after
you have configured the type of physical link.

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