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License Terms. Any information furnished in this documentation ("Documentation") is the copyrighted work of ObjectAutomation, Inc. ("ObjectAutomation") and or its supp!iers. "se of the #oftware described herein ("#oftware") and Documentation is go$erned by the terms of the end user !icense agreement which accompanies or is inc!uded with the !icense fi!e and or insta!!ation of the #oftware ("%icense Agreement"), there is no transfer of tit!e. An end user wi!! be unab!e to insta!! any #oftware that is accompanied by or inc!udes a %icense Agreement, un!ess the end user first agrees to the %icense Agreement terms. Use Restrictions. &he #oftware and Documentation is made a$ai!ab!e so!e!y for use by end'users according to the %icense Agreement. Any reproduction or redistribution of the #oftware and Documentation not in accordance with the %icense Agreement is e(press!y prohibited by !aw. )opying or reproduction of the #oftware and Documentation, in who!e or in part, in print or to any other media, or in any other storage and retrie$a! system for further reproduction or redistribution is prohibited. Warranty Disclaimer. &*+ #O,&-A.+ A/D DO)"0+/&A&IO/ I# -A..A/&+D, I, A& A%%, O/%1 A))O.DI/2 &O &*+ &+.0# O, &*+ %I)+/#+ A2.++0+/&. +3)+4& A# -A..A/&+D I/ &*+ %I)+/#+ A2.++0+/&, O56+)&A"&O0A&IO/, I/). *+.+51 DI#)%AI0# A%% -A..A/&I+# A/D )O/DI&IO/# -I&* .+2A.D &O &*+ #O,&-A.+ A/D DO)"0+/&A&IO/, I/)%"DI/2 A%% I04%I+D -A..A/&I+# A/D )O/DI&IO/# O, 0+.)*A/&A5I%I&1, ,I&/+## ,O. A 4A.&I)"%A. 4".4O#+, &I&%+ A/D /O/'I/,.I/2+0+/&. Disclaimer Regarding Documents. ObjectAutomation and or its respecti$e supp!iers make no representations about the suitabi!ity of the information contained in the Documents and re!ated graphics pub!ished in this guide for any purpose. A%% #")* DO)"0+/&# A/D .+%A&+D 2.A4*I)# A.+ 4.O7ID+D "A# I#" -I&*O"& -A..A/&1 O, A/1 8I/D. O56+)&A"&O0A&IO/ A/D O. I&# .+#4+)&I7+ #"44%I+.# *+.+51 DI#)%AI0 A%% -A..A/&I+# A/D )O/DI&IO/# -I&* .+2A.D &O &*I# I/,O.0A&IO/, I/)%"DI/2 A%% I04%I+D -A..A/&I+# A/D )O/DI&IO/# O, 0+.)*A/&A5I%I&1, ,I&/+## ,O. A 4A.&I)"%A. 4".4O#+, &I&%+ A/D /O/'I/,.I/2+0+/&. In no e$ent sha!! ObjectAutomation and or its respecti$e supp!iers be !iab!e for any specia!, indirect or conse9uentia! damages or any damages whatsoe$er resu!ting from !oss of use, data or profits, whether in an action of contract, neg!igence or other tortious action, arising out of or in connection with the use or performance of information a$ai!ab!e from this guide. &he documents and re!ated graphics pub!ished in this guide cou!d inc!ude technica! inaccuracies or typographica! errors. Notice Regarding Software, Documents and Services. In no e$ent sha!! ObjectAutomation and or its respecti$e supp!iers be !iab!e for any specia!, indirect or conse9uentia! damages or any damages whatsoe$er resu!ting from !oss of use, data or profits, whether in an action of contract, neg!igence or other tortious action, arising out of or in connection with the use or performance of software, documents, pro$ision of or fai!ure to pro$ide ser$ices, or information a$ai!ab!e from these materia!s. Restricted Rights Legend. Any #oftware and Documentation on this )D !icensed for or on beha!f of the "nited #tates of America or its agencies and or organi:ations ("".#. 2o$ernment"), is pro$ided with .estricted .ights. "se, dup!ication, or disc!osure by the ".#. 2o$ernment is subject to restrictions as set forth in subparagraph (c)(;)(ii) of the .ights in &echnica! Data and )omputer #oftware c!ause at D,A.# <=<.<<>'>?;@ or subparagraphs (c)(;) and (<) of the )ommercia! )omputer #oftware ' .estricted .ights at AB ),. =<.<<>';C, as app!icab!e. 0anufacturer is ObjectAutomation, Inc., 4.O. 5o( =;<@D, Ir$ine, )A C<D;C';<@D. Copyright and Trademar Notice. OAenterpriseE is a registered trademark and ObjectAutomation is a trademark of ObjectAutomationF, Inc. 0icrosoft, -indows <???, -indows /&, -indows 34 and -indows #er$er <??@ are either registered trademarks or trademarks of 0icrosoft )orporation in the "nited #tates and or other countries. 6a$a and a!! 6a$a'based marks are trademarks or registered trademarks of #un 0icrosystems, Inc. in the "nited #tates and other countries. ObjectAutomation, Inc. is independent of #un 0icrosystems, Inc. Other product and company names mentioned herein may be the trademarks of their respecti$e owners. Any rights not e(press!y granted herein are reser$ed. )opyright G ;CCC'<??B ObjectAutomation, Inc. ObjectAutomation, Inc. 4.O. 5o( =;<@D Ir$ine, )A C<D;C';<@D httpH www.oa.com
Ta!le of Contents
"ntroduction#####################################################################################################iii $!out this %uide###############################################################################################v About the &utoria!.................................................................................................$ Document Conventions#####################################################################################v Related Documentation #################################################################################vii $!out &!'ect$utomation###############################################################################viii $ccessing the &!'ect$utomation We! Site#####################################################i(
&o access the ObjectAutomation web site.............................................................i( )orporate *ead9uarters.....................................................................................$iii
Chapter Setting Up an &$enterprise "nstallation#############################################################. /lanning the "nstallation##################################################################################. .unning OAenterprise as a #tand'a!one /ode........................................................@ .unning OAenterprise as a Distributed #ystem.......................................................@
"nderstanding the OAenterprise )e!!................................................................................A )onfiguring an OAenterprise )e!!.....................................................................................A -hat is a )e!! 0anagerI..............................................................................................A -here is the best p!ace to insta!! the )e!! 0anagerI..................................................= -hat is a )e!! )!ientI...................................................................................................= -here is the best p!ace to insta!! a )e!! )!ientI..........................................................D Determining -hat to .un on an OAenterprise )e!! /ode................................................D -here is the best p!ace to run contro! enginesI........................................................D On what nodes shou!d the *0I screens runI............................................................D -hat shou!d I do, if response time deterioratesI.......................................................D
"nstallation Re0uirements################################################################################1 )hecking the .+AD0+ ,i!e....................................................................................B )hecking #ystem .e9uirements.............................................................................B O!der 7ersion of OAenterprise Insta!!edI..............................................................;? /otes about "pgrading the Operating #ystem .....................................................;; "nstalling &$enterprise##################################################################################)&o initiate the setup program.............................................................................;< &o insta!! a stand'a!one node..............................................................................;A &o insta!! a distributed OAenterprise system........................................................;= "pgrading an OAenterprise )e!!.....................................................................................;? -hat *appens to 1our +(isting OAenterprise %icense ,i!e after "pgradingI......................;? &o open the .+AD0+ fi!e.....................................................................................B
Licensing &$enterprise##################################################################################)2
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&o !icense OAenterprise for a stand'a!one node en$ironment................................;D &o !icense OAenterprise for a distributed ce!! en$ironment ...................................;D
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Introduction
-e!come to OAenterprise, ObjectAutomationJsF Industria! Automation software p!atform. OAenterprise integrates rea!'time, distributed Object'5ased )ontro!F into production management systems to pro$ide a responsi$e, ru!es'based so!ution. OAenterpriseKs interacti$e data representation means better communication and contro! between and within business and operationa! systemsLa!! personne!, from management to operations, wi!! ha$e time!y access to the information they need to perform their jobs more effecti$e!y. And, with OA<webAccess, authori:ed users and systems can access critica! data and contro! operations through the Internet. OAenterprise enab!es creation and maintenance of app!ications that monitor and contro! di$erse manufacturing operations and business processes from a network of computers running 0icrosoft -indows <???, 34, 34 +mbedded and or #er$er <??@. OAenterprise can be used in a wide $ariety of app!icationsLinc!uding discrete, process, batch, distribution, motion contro!, and numerica! contro!Land pro$ides ser$ices that bridge these app!ications into enterprise p!anning and schedu!ing systems. OAenterprise is bui!t on an open, distributed object framework based on 0icrosoft operating systems and techno!ogy. &his framework a!!ows transparent distribution of an app!ication across a !oca! or wide'area network of computers, whi!e keeping the appearance, and simp!icity, of running on a sing!e, !oca! computer. 4ro$iding the foundation for bui!ding mission'critica!, rea!'time Industria! Automation, )ontro!, and Operationa! Inte!!igence so!utions, OAenterprise inc!udesH OAframework ' &he foundation for OAenterprise, the OAframework pro$ides a sing!e, coherent process mode! for manufacturing operations, business processes, and the supp!y chain, and inc!udes the basic network'computing infrastructure, resource management, and communication ser$ices for enterprise'wide contro!. OAworkbench ' &he primary user interface for designing, operating and maintaining OAenterprise so!utions, OAworkbench hosts a $ariety of user interface too!s that pro$ide specific configuration, $iewing, and editing functions. OA<contro! ' &he brain behind Operationa! Inte!!igence and )ontro!, pro$iding system design and e(ecution of business ru!es, data conso!idation scripts, process contro! a!gorithms and industria! automation !ogic. OA<contro! inc!udes the rea!'time e(ecution engine, strategy editor, and associated program editors for OAenterprise. OA<$iew ' &he eyes for seeing and hands for contro!!ing operations managed by OAenterprise. OA<$iew pro$ides the too!s to bui!d, maintain, and $iew animated graphica! representations of manufacturing operations and business processes.. OA<a!arms ' 4ro$ides the ser$ices to configure, detect, and manage a!arm conditions and system e$ents anywhere in manufacturing operations and a!ong the supp!y chain. -hi!e OA<a!arms is an integra! part of OAenterprise, its user interface components can be used either in OA<$iew or any standard Acti$e3 container. OA<history ' 4ro$ides process data storage, retrie$a!, and presentation ser$ices to gi$e operators, engineers, and managers a way of $iewing current, recent, and past operationa! detai!s as a function of time. %ike OA<a!arms, OA<history ser$ices are integrated with the OAenterprise mode! and its user interface components can be used in OA<$iew and any other standard Acti$e3 container.
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OA<inform ' 4ro$ides *&0%'based information management by !inking a $ariety of !oca!, Intranet' or Internet'based documents, such as operating procedures and maintenance instructions, to OAenterprise c!asses and objects. OA<inform inc!udes a pre'configured set of *&0% pages that pro$ide detai!ed information about c!asses, objects, groups, and ce!!s. OA<webAccess ' 4ro$ides access to and interaction with OAenterprise so!utions through an internet connection. OA<webAccess pro$ides secure access to OAenterprise resources using standard web'based protoco!s. &he OA<webAccess components use *&&4 and 30% to e(tend the reach of the OAenterprise ce!! to the Internet.
)o!!ecti$e!y, OAenterprise pro$ides the core features re9uired for any monitoring and contro! systemH rea!'time data ac9uisition, contro!, $isua!i:ation, histori:ation, and a!arm detection and management. -ith OAenterprise you can create your own +nterprise'wide )ontro! conso!eLintegrating mission critica! systems and a!!owing your users to proacti$e!y effect change based on business opportunities.
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Document Conventions
&his document uses the fo!!owing typographic con$entions.
Example of Convention Description
Acronyms are spe!!ed out the first time they are used. #ma!! capita! !etters are used for key names, key combinations, and key se9uences. A p!us sign (M) between key names indicates a combination of keystrokes. In this case, you ho!d down the )&.% key whi!e pressing the A%& and D+% keys. In procedures, the fo!!owing appear in bo!d !ettersH
)&.%MA%&MD+%
menu names commands on menus and buttons dia!og bo( tit!es and options
NOTE In supplemental text, menu names, dialog boxes, and other user interface elements will appear capitalized, but not in bold letters.
&ype Tan
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Example of Convention
Description
information that you type in e(act!y as shown. &ype your password In procedures, ita!ic !etters indicate p!aceho!ders for information you supp!y. Ita!ic !etters a!so are used occasiona!!y for emphasis. In te(t, ita!ic !etters indicate the introduction of a new term. 5oth upper and !ower case !etters are used in paths and fi!enames.
Attributes
NOANoaj
TIP In general, to complete a procedure quickly, follow the items that appear in boldface.
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Related Documentation
OAenterprise inc!udes a number of documentation too!s designed to he!p you !earn and use the product. +$erything that there is to know about using OAenterprise is a$ai!ab!e in the documentation set that was insta!!ed with the product and that you can $iew whi!e you are working in OAworkbenchF. &he OAenterprise Documentation #et inc!udesH Readme 7 &he .eadme fi!e !ists any changes to the OAenterprise documentation since the pub!ication date. It can be found at the root directory of the compact disc and in the 5&$ fo!der after you insta!! the product. )heck this fi!e for any new information, !efore insta!!ing OAenterprise. &$enterprise Li!rary 7 Inc!udes a!! of the "ser and .eference 2uides that are a$ai!ab!e for OAenterprise. &he !ibrary is accessib!e from the 8elp menu, the OAenterprise 4rogram 2roup (c!ick &$-documentation), and the &$-help window within OAworkbench. &he "ser 2uides e(p!ain de$e!opment concepts and techni9ues, especia!!y for bui!ding and integrating app!ications into OAworkbenchH &$-start %uide 7 &his 9uick start guide inc!udes basic setup and insta!!ation instructions and a tutoria! broken into separate !essons to fami!iari:e you with the process of creating an app!ication and using features in OAenterprise. OA printed $ersion of this guide shipped with the OAenterprise compact disc.P &$enterprise User9s %uide 7 &his guide describes configuration and de$e!opment techni9ues, as we!! as an in'depth !ook at OAworkbench, OA<browse, OA<he!p, OApackager, and OA<inform. It a!so e(p!ains the concepts that you shou!d understand before setting up your OAenterprise en$ironment and creating an OAenterprise app!ication. $dditional User %uides Q Depending on the products purchased, you may ha$e additiona! user guides a$ai!ab!e to youLsuch as the OA<contro! "serKs 2uide, OA<a!arms "serKs 2uide, OA<history "serKs 2uide, OA<$iew "serKs 2uide, and so forth. &hese guides inc!ude setup, concepts, and de$e!opment techni9ues for the particu!ar product. &he .eference 2uides inc!ude programmerKs references, definitions of OA<contro! snippets, function !ibraries, and function b!ocks, as we!! as detai!ed information about the OAenterprise automation objects, and so forth. 8elp 7 4ro$ides 9uick answers to 9uestions that occur whi!e using OAenterprise. *e!p topics are a$ai!ab!e from the 8elp menu, by pressing ,;, or by c!icking the 8elp button found on many of the dia!og bo(es.
NOTE To use the online documentation, you should be familiar with using a mouse, opening a menu, and choosing menu and dialog box options.
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About ObjectAutomation
ObjectAutomationF, Inc. (OA) is a #outhern )a!ifornia'based )orporation specia!i:ing in !eading edge industria! automation, contro!, and operationa! inte!!igence software. OA techno!ogies and products encapsu!ate e(isting p!ant e9uipment such as sensors and actuators, the !atest -indows +mbedded contro!!ers, 4rogrammab!e %ogic )ontro!!ers (4%)s), Distributed )ontro! #ystems (D)#s), 4)s, machines, work ce!!s, and other p!ant systems. OA too!s encourage users to embrace !egacy systems by wrapping them in app!ication component containers. -hen p!anning for the future, users now ha$e the choice of uti!i:ing e(isting assets whi!e !e$eraging new techno!ogies and adopting future products in a rea!'time p!atform for industria! automation, contro!, and operationa! inte!!igence. OAKs primary product suite, the OAenterprise, uti!i:es an open, mu!ti'tier contro! architecture based on 0icrosoft -indows . &he OAenterprise foundation is a distributed object management too! ca!!ed the OAframework, which e(tends -indows <???, 34 4rofessiona!, 34 +mbedded, #er$er <??@, and )O0M mode!s for manufacturing automation app!ications. A simp!e, intuiti$e "ser +n$ironment ("I) ca!!ed the OAworkbench, based on Acti$e Document techno!ogy, sits on top of the OAframework, pro$iding a common de$e!opment and runtime host for the app!ications in the OAenterprise suite. A!! of the products in the OAenterprise suite share common faci!ities to increase performance and interaction between modu!es. OA<contro! adds inte!!igence to operations by turning raw data in to key performance indicators (84I), by running optimi:ation a!gorithms, and by contro!!ing components, machines, work ce!!s, or entire process !ines. OA<$iew pro$ides *uman 0achine Interface (*0I) capabi!ities and a!!ows users to interact with any process using intuiti$e graphics and can$ases. OA<history is a comprehensi$e distributed storage and retrie$a! system. OA<a!arms rounds out the suite with a sophisticated, f!e(ib!e too! for hand!ing simp!e, comp!e(, or hierarchica! a!arm scenarios. OA<webAccess e(tends the reach and power of OAenterprise to the Internet by pro$iding access to app!ication data through an Internet connection. Adding the OA<webAccess too! to OAenterprise means authori:ed users can secure!y access and interact with a!! OAenterprise ce!! resources using standard web'based protoco!s, such as *&&4 and 30%.
Corporate 8ead0uarters
Address
ObjectAutomation, Inc. ;@>?? A!ton 4arkway #uite ;=A';A@ Ir$ine, )A C<D;B ".#.A.
M; (B>>) D<<'<BCC 0onday through ,riday BH?? A.0. ' =H?? 4.0. 4acific #tandard &ime supportRoa.com httpH www.oa.com
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In your Internet browser, type the ObjectAutomation -or!d -ide -eb addressH httpH www.oa.com
TIP You also can access the Web site when you are working in the OAworkbench. n the Help menu, point to ObjectAutomation on the Web, and then select from options, such as Downloads, Online Support, and so forth.
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On a b!ank area of the taskbar, right'c!ick. On the shortcut menu, c!ick Tas :anager.
On your desktop, c!ick the Start button, point to /rograms, point to &$enterprise, and then c!ick ,vent ;iewer. Do one of the fo!!owingH #a$e the !ogs as +$ent %og fi!es (with .+7& e(tension) and attach the fi!es to an e'mai!. #a$e the !ogs as &e(t fi!es (with .&3& e(tension), print the fi!es, and fa( them.
On your desktop, c!ick the Start button, point to /rograms, point to $ccessories, point to System Tools, and then c!ick System "nformation. &he #ystem Information window appears. In the System "nformation window, on the $ction menu, c!ick Save $s System "nformation. &his creates a fi!e with the e(tension "nfo" (S.nfo).
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'ia (mail or )hone +mai! or te!ephone your 8ost Name, 8ost Code, Customer "D Num!er, /assword, contact name and current address to the )ustomer #atisfaction &eam. +mai!H supportRoa.com 4honeH M; (B>>) D<<'<BCC (&o!! ,ree for "#, )anada) 1our !icense co!!ection fi!e(s) wi!! be mai!ed to you.
Congratulations&
1ou are now ready to start OAenterprise. On your desktop, doub!e'c!ick the OAworkbench icon. ,or a 9uick introduction to OAenterprise, see the &$-start tutoria!. #ee "About the &utoria!" for information about accessing the tutoria!.
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&he setup program a!ways gi$es you the option of configuring a workstation as a stand' a!one node. ,or more detai!s, see "Insta!!ing OAenterpriseT.
TIP While it is possible to later upgrade an #enterprise system configured as a stand"alone node to a distributed #enterprise cell, it is not as easy a process as expanding a single" node #enterprise cell to multiple nodes. If you will be expanding in the future, it is recommended that you select the (ell .anager option during installation rather than the +tand"alone /ode option. 0efer to the )0unning #enterprise as a 1istributed +ystem) section, for more information.
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distribute app!ication components (objects) transparent!y across a network of processors. &o the end'user, howe$er, it !ooks !ike a sing!e app!ication. &o setup a distributed OAenterprise ce!!, the machines in$o!$ed shou!d be in the same domain. (Other situations can be accommodated but are beyond the scope of this discussion. If you ha$e mu!tip!e domains, workgroups or simi!ar situations, p!ease contact OA customer support.)
&he first two are re!ated to setting up a distributed system, known as an OAenterprise )e!!, and the third one is for a se!f'contained, stand'a!one system. &his section addresses the first two options. (hat is a Cell )ana"er*
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An OAenterprise )e!! 0anager is the host for an OAenterprise ce!!. &he ce!! manager has OAworkbench and a!! products insta!!ed on it and pro$ides the core OAframework ser$ices for the ce!!. &he ce!! manager is responsib!e for maintaining c!ass definitions, a ce!!'wide object directory, and other centra!i:ed information. It a!so is responsib!e for tracking the status of the other members of the ce!!. In a!! other respects, though, the ce!! manager node functions as any other c!ient node Q it can be used to host objects, $iew graphics, and so forth. +he r e is the "e s t pla ce to i ns tal l the Ce l l ,a na ge r A!though the members of a ce!! wi!! be ab!e to continue ongoing operations if the ce!! manager becomes una$ai!ab!e, they wi!! not be ab!e to !ocate additiona! objects on other nodes or start new objects. ,or this reason, the ce!! manager shou!d be insta!!ed on a high'a$ai!abi!ity machine running either -indows <??? 4rofessiona!, -indows <??? #er$er, -indows 34 4rofessiona! or -indows #er$er <??@. &he setup program gi$es you the option of configuring as a ce!! manager node when it detects your workstation is part of a -indows domain. ,or more detai!s, see "Insta!!ing OAenterprise". (hat is a Cell Client* An OAenterprise ce!! c!ient runs as a node in an OAenterprise ce!!. OAworkbench and a!! products are insta!!ed on it. &he ce!! c!ient participates with other ce!! c!ients and the ce!! manager to share OAenterprise resources and data. A!! of the nodes in a ce!! access a common set of c!asses, objects, can$ases, graphics, and so forth.
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+he r e is the "e s t pla ce to i ns tal l a Ce l l Cl i e nt&he ce!! c!ient norma!!y is insta!!ed on a standard -indows <??? 4rofessiona! workstation or -indows 34 4rofessiona!, but can be insta!!ed on a -indows <??? #er$er or -indows #er$er <??@. &he setup program gi$es you the option of configuring as a ce!! c!ient node when it detects the fo!!owing two conditionsH
1
1our workstation is part of a -indows domain. A ce!! manager e(ists in the domain.
Determinin" (hat to $un on an OAenterprise Cell 'o%e -hi!e the configuration types designate a node as either a )e!! 0anager or )e!! )!ient, it is important to rea!i:e that either type can support many ro!es within your app!ication, inc!udingH .unning a )ontro! +ngine and Objects *osting the *istory 7au!t and or .epository *osting the A!arm Area Acting as the I O source Disp!aying Operator #creens (*0I)
-hi!e the p!acement of a!! of these can be decided after the insta!!ation, it he!ps to p!an your system beforehand. A few common 9uestions might he!p you with the taskH +he r e is the "e s t pla ce to r un c ontr ol engi nes It is a good idea to run your contro! as near as possib!e to your I O ser$ers, therefore, it is recommended that you run your contro! engines and store your objects on the same nodes. O n w ha t node s shoul d the H,I sc re e ns r unDepending on the type of animation taking p!ace in these screens, this cou!d be a )4"' intensi$e operation. #uch operations are not desirab!e on a node that is running critica! processes. If a node is going to be used primari!y for operator $iewing, consider running the contro! engines on a different node in the ce!!. +ha t s houl d I do. i f re s ponse ti m e de te r i ora te s If you notice that the user'interface response time is deteriorating or )4" !oad is peaking, consider the fo!!owingH 0o$ing a!! screen processing (*0I and )ontro!7iew) to a node that is not running contro!. 4utting contro! on a dedicated node where the primary task is running contro!. 0o$ing history processing by mo$ing the history $au!ts to a separate node(s).
&here are few re9uirements regarding where system components can reside. In fact, as !ong as you respect the c!ose re!ationship that I O connecti$ity, contro!, and objects ha$e, you are ab!e to mo$e objects to any node.
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1ou can measure )4" uti!i:ation with the -indows &ask 0anager. 1ou a!so can use the )omputer#ummary c!ass to bui!d this monitoring capabi!ity into your *0I screens. ,or more information about using the )omputer#ummary c!ass, p!ease refer to "&he )omputer#ummary App!ication" topic in the on!ine &$enterprise User9s guide.
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Installation Re#uirements
5efore you insta!! OAenterprise, make sure thatH
1 !
1ou check the .+AD0+ fi!e for any changes regarding insta!!ation. 1our computer meets the system re9uirements. 1ou are !ogged on as member of the !oca! computers Administrator group so that the OAenterprise ser$ices can be registered on the computer.
In Windows ,(plorer, na$igate to the root directory of the &$enterprise compact disc, and then doub!e'c!ick readme. )heck the first section of the fi!e for any new information about insta!!ing OAenterprise. After insta!!ing OAenterprise, the .+AD0+ fi!e a!so is a$ai!ab!e in the C35/rogram +iles5 &$ fo!der (or the !ocation where you insta!!ed the ObjectAutomation software).
Hardware /e0uirements
OAenterprise wi!! insta!! and run on any modern 4) p!atform inc!uding !aptops, desktops, User$ersT and sma!! form factor industria! 4)s. As a point of reference, OAenterprise was origina!!y designed and de$e!oped to run entire!y on 4entium ;DD 0*: machines with as !itt!e as DA 05 of .A0, #uper 72A graphics, and !ess than a ha!f gigabyte of disk spaceV #o, any machine on the market today Q with the possib!e e(ception of specia! purpose, !ow power de$ices with e(treme!y !imited hardware resources Q wi!! run OAenterprise. Of course, certain app!ications may re9uire more disk space, fast graphics, more memory, faster )4"sW this is a system architecture design prob!em and is, therefore, beyond the scope of this document. &his said, these considerations shou!d be $iewed as the e(ception and not the ru!e, so for testing, e$a!uation, and e$en for most modest app!ication purposes, any modern machine wi!! do. (If you ha$e 9uestions about your configuration, p!ease contact the )ustomer #atisfaction &eam.)
Software /e0uirements
OAenterprise wi!! insta!! and run proper!y on any (combination, in the case of a distributed, mu!ti'node ce!!) of the fo!!owing -indows operating system $ersionsH 0icrosoft -indows <??? #4< or !ater 0icrosoft -indows <??@ #er$er #4; or !ater 0icrosoft -indows 34 #4<
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&he fo!!owing software a!so is re9uired, and, if not detected, is insta!!ed as part of OAenterprise. 0#7).&.D%% 0icrosoft #D8 for 6a$a A.? 0icrosoft 6a$a 7irtua! 0achine
NOTE You also will need to make sure that the node that will manage licensing has a default administrator account with the user name )#dministrator.) This account is created, by default, when Windows is installed. 1o not remo!e or rename this account. 2You may, howe!er, change the administrator password to conform to your site3s security guidelines.4
,or more information about creating user accounts, p!ease refer to the 0icrosoft -indows documentation.
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+hat Happens to Your (1isting OAenterprise #icense $ile after *pgradingIf you are upgrading from any pre$ious $ersion of OAenterprise, you need a new !icense fi!e. After the insta!!ation process is finished, you must regenerate the OAkey and obtain a new !icense co!!ection fi!e from ObjectAutomation, before you can run OAenterprise.
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Installing OAenter$rise
&he setup program insta!!s OAenterprise on your computer. #pecifica!!y, it insta!!s the OAenterprise program fi!es, the on!ine *e!p system, the OAenterprise documentation !ibrary, prepackaged graphics that you can use in OA<$iew can$ases, function b!ocks that you can use in your contro! methods, e(amp!e app!ications, and other product components from the )D'.O0 to your hard disk. 1ou must use the setup program to insta!! OAenterprise, because it decompresses and insta!!s fi!es in specific directories. 1ou cannot simp!y copy fi!es from the )D'.O0 to your hard disk to run OAenterprise.
"A#TION If you are running in a cell en!ironment, remember to run the setup program on the cell manager node !irst, and then run it on each cell client node. #enterprise does not support en!ironments with mixed #enterprise !ersions. If you are upgrading #enterprise, make sure that you 2$4 back up your existing #framework database or package your application classes, ob6ects, worksheets, can!ases and graphic libraries, and 274 check the $EAD%E&T'T file located at the root of the compact disc for additional steps to be taken be!ore upgrading.
%og on to your workstation with a domain account that is a member of the !oca! workstationKs Administrator group so that the OAenterprise ser$ices can be registered on the workstation. If you ha$e any -indows'based programs (inc!uding a screen sa$er) running, c!ose them, before continuing.
Do one of the fo!!owingH If you are insta!!ing OAenterprise from a !oca! )D'.O0 dri$e, then insert the compact disc in the )D'.O0 dri$e. If you are insta!!ing OAenterprise from a network share, then map the network dri$e to a dri$e !etter.
Do one of the fo!!owingH If the &$enterprise Welcomes BouC window automatica!!y opens when you insert the compact disc, continue with step =. If Auto4!ay is not enab!ed or if you are insta!!ing from a network share, then in Windows ,(plorer, na$igate to the root directory of the OAenterprise compact disc, and c!ick &$Splash. &his opens the &$enterprise Welcomes BouC window.
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O A e n t e r p r i s e W e l c o m e s Yo u ! w i n d o w
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&he setup program prompts you through the insta!!ation process. ,o!!ow the onscreen instructions.
TIP To find out more about options during setup and installation, click the Help button a!ailable on many dialog boxes.
NOTE #enterprise requires that certain software be installed on the node, prior to installing #enterprise. -ach of these is a!ailable from the #enterprise compact disc, and, if any are not detected, the appropriate installation program2s4 will be launched by the #enterprise installation. ,ollow the onscreen instructions for each, including the instruction to reboot your computer.
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-hen the first part of the insta!!ation is finished, you wi!! be prompted to restart your workstation to comp!ete the insta!!ation. )!ick +inish to c!ose the dia!og bo(, and restart your workstation.
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After the second part of the insta!!ation process is comp!ete, the &$enterprise "nstallation is complete message appears.
Insta!!ation is finished and you are ready to proceed with !icensing your software.
TIP If you installed the trial license during the installation procedure, you may run the product for $% days, before you must complete the licensing procedure and obtain a registered license.
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In the &$framewor Configuration dia!og bo(, c!ick the option corresponding to the distributed ce!! node you are configuring.
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-hen the first part of the insta!!ation is finished, you wi!! be prompted to restart your workstation to comp!ete the insta!!ation. )!ick +inish to c!ose the dia!og bo( and restart your workstation.
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If you are insta!!ing a ce!! c!ient, the Select the cell to 'oin dia!og bo( appears. )!ick the ce!! you want to join, and then, c!ick &6. After the second part of the insta!!ation process is comp!ete, the &$enterprise "nstallation is complete message appears.
Insta!!ation is finished and you are ready to proceed with !icensing your software.
TIP If you installed the trial license during the installation procedure, you may run the product for $% days, before you must complete the licensing procedure and obtain a registered license.
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(icensing OAenter$rise
If you insta!!ed the tria! !icense during the OAenterprise insta!!ation procedure, you may run the product for ;A days, before obtaining a registered !icense from ObjectAutomation. -hen you are ready to obtain a registered !icense, fo!!ow the procedure re!e$ant to your system en$ironmentH a #tand'a!one /ode or an OAenterprise )e!! (mu!ti'node ce!!). &o !icense OAenterprise, you must generate an OAkey on, and insta!! a !icense co!!ection fi!e to, the &$5License fo!der on each stand'a!one node and on (at !east) one node within an OAenterprise distributed ce!!.
To license &$enterprise for a stand7alone node environment 1 ! % &
2enerate an OAkey on the node. #end the OAkey information to ObjectAutomation to obtain a !icense co!!ection fi!e. Insta!! the !icense fi!e. #hut down, and then, restart the OAframework ser$ices on the %icense *ost node and a!! associated ce!! nodes. .epeat steps ;'A for each stand'a!one node.
Decide on which node you want to run the !icense co!!ection fi!e. &his is known as the %icense *ost node.
NOTE You may want to designate more than one 8icense 9ost node. If you do, then you will follow this procedure for each 8icense 9ost node.
#end the OAkey information to ObjectAutomation to obtain a !icense co!!ection fi!e. Insta!! the !icense fi!e. #hut down, and then, restart the OAframework ser$ices on the %icense *ost node and a!! associated ce!! nodes.
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.eneratin" an OAke!
&he OAkey is the *ost /ame and *ost )ode of the node that wi!! manage the OAenterprise !icensing.
To generate an &$ ey
.epeat this procedure on each stand'a!one node and on at !east one node in each OAenterprise ce!!.
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On the desktop of the node that you want to manage OAenterprise !icensing (the %icense *ost node), c!ick the Start button, point to /rograms, and then, point to &$enterprise.
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On the &$enterprise program group menu, c!ick &$configure. &he OAframework #ystem )onfiguration dia!og bo( appears.
)!ick &$ ey. &his generates the OAkey information needed to obtain your !icense fi!e from
ObjectAutomation. &he &$ ey dia!og bo( appears disp!aying the 8ost Name and 8ost Code for this node.
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)opy the 8ost Name and 8ost Code into a te(t fi!e using /otepad or any other te(t editor. )!ose the &$ ey dia!og bo(, and then c!ick &6 to c!ose &$configure.
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+mai! or te!ephone the 8ost Name, 8ost Code, your 17digit Customer "D Num!er, /assword, Contact Name and Current $ddress to the )ustomer #atisfaction &eam. ,mail3 !icenseRoa.com /hone3 M; (B>>) D<<'<BCC (&o!! ,ree for "# and )anada)W M@; AC> @B@B;B (+urope) 1our )ustomer ID /umber and 4assword were e'mai!ed or fa(ed to your designated Insta!!ation )ontact at the time of purchase. &he )ustomer #atisfaction &eam wi!! mai! a f!oppy disk with the !icense co!!ection fi!e(s) to you.
After recei$ing the !icense fi!e (S.)O%), copy it to a safe backup area. (Do not rename the !icense fi!eW renaming the fi!e in$a!idates it.) It is recommended that you archi$e this backup fi!e. &he ne(t step is to insta!! the !icense co!!ection fi!e(s).
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-hen you recei$e the !icense fi!e(s), copy it to the C35/rogram +iles5&$5License fo!der (or to the !ocation where you insta!!ed the ObjectAutomation software) on the %icense *ost node. A!so, remember to make a backup of your !icense co!!ection fi!e and archi$e it. If a fi!e ca!!ed install#tmp e(ists in the NLicense fo!der, de!ete it. /ow, you wi!! shut down the OAframework ser$ices on the %icense *ost node and on a!! ce!! nodes that wi!! be using !icenses from this !icense co!!ection fi!e. (&his inc!udes any node from which you de!eted the install#tmp fi!e.) If this is a distributed ce!!, shut down ce!! c!ient nodes before ce!! manager nodes. On the des top, on the Tas !ar, right'c!ick the &$enterprise tray (OAtray) icon.
On the shortcut menu, c!ick Shutdown &$enterprise. In the confirmation dia!og bo(, c!ick Bes. &his shuts down a!! of the running objects and the OAframework ser$ices on the node. -hen the ser$ices are shutdown, the OAenterprise icon in the &askbar tray turns red.
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If this is a distributed ce!!, repeat step @ to continue shutting down OAframework ser$ices on nodes as re9uired. /ow, you can begin to restart the OAframework ser$ices. If this is a distributed ce!!, restart the ser$ices on ce!! manager nodes before ce!! c!ient nodes. On the des top, on the Tas !ar, right'c!ick the &$enterprise tray icon again. On the shortcut menu, c!ick Start &$enterprise. In the confirmation dia!og bo(, c!ick Bes. &his starts the OAframework ser$ices on the node. -hen the ser$ices are started, the OAenterprise icon in the &askbar tray turns green.
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If this is a distributed ce!!, repeat step = to continue restarting OAframework ser$ices on nodes as re9uired.
Congratulations&
1ou are now ready to start OAenterpriseV On your desktop, doub!e'c!ick the OAworkbench icon. &he first time you start an OAenterprise app!ication that re9uires a !icenseLfor e(amp!e, &$wor !enchQ'the OA %icense 0anager !oads the !icense fi!e.
TIP You can use the 8icense ;iewer to !iew and !erify information about all of the licenses a!ailable in an #enterprise system and print license reports. It gathers information from all 8icense .anagers running in a gi!en #enterprise cell5 collates the information5 and displays it in a tabular format. To open the 8icense ;iewer, on any node in the #enterprise cell, open #configure 2from the Start menu, point to Pro(rams, point to OAenterprise, and then click OAcon!i(ure.4 In the OA!ramework S stem "on!i(uration dialog box, on the S stem tab, click )icense *iewer. ,or more information about using the 8icense ;iewer, refer to )Working with the 8icense ;iewer) in the online OAenterprise #ser+s ,uide.
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