RTIP Getting Started

Proficy*
Real-Time Information Portal

GETTING STARTED
Version 3.5
October 2010
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means, including photocopying and recording, without permission in writing from GE Intelligent Platforms, Inc..
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brands or names are property of their respective holders. Any other trademarks referenced herein are used solely for
purposes of identifying compatibility with the products of GE Intelligent Platforms, Inc.
Notice
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documentation, send them to the following email address:
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Table Of Contents
Introduction ........................................................................................................................ 1
What's New in Proficy Real-Time Information Portal 3.5 ............................................. 3
Proficy Real-Time Information Portal Editions ............................................................. 7
Proficy Real-Time Information Portal Connectors ...................................................... 11
Drivers .......................................................................................................................... 12
Proficy Portal Licensing ............................................................................................... 13
Using Existing Licensing ............................................................................................. 15
Proficy Portal License Consumption ............................................................................ 21
Contact GE Intelligent Platforms ................................................................................. 22
Installing ........................................................................................................................... 25
System Requirements ................................................................................................... 25
Connector Requirements .......................................................................................... 26
Client Requirements ................................................................................................ 28
Quick Start ................................................................................................................... 30
Installing Internet Information Services (IIS) to use Proficy Portal ............................. 31
Installing Proficy Portal ............................................................................................... 33
Upgrading to Proficy Portal 3.5 ............................................................................... 36
Resolving Displays .................................................................................................. 37
Upgrading Displays, Pen Groups, Event Groups, and Symbol Files ....................... 38
Uninstalling Proficy Portal ...................................................................................... 41
Troubleshooting Proficy Portal Installation ................................................................. 42
Creating the Proficy Portal Virtual Directory .......................................................... 43
Creating the jakarta Virtual Directory ..................................................................... 44
Installing the ISAPI Filter ........................................................................................ 45
Installing the Java Plug-in ........................................................................................ 46
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Proficy Portal 3.5
Resolving Port Conflicts .......................................................................................... 47

Starting and Configuring .................................................................................................. 47
Hosting Proficy Portal on Apache ................................................................................ 48
Configuring Proficy Portal on Apache..................................................................... 48
Configuring the Proficy Portal Server .......................................................................... 51
Configuring the Proficy Portal Client........................................................................... 53
Configuring the Connection Method to the Proficy Portal Server ............................... 55
Connection method with RMI protocol:....................................................................... 55
Connection method with http protocol: ........................................................................ 55
To configure http as a connection method: .................................................................. 55
Connection method with http protocol: ........................................................................ 56
Configuring the Proficy Portal Server Timeout value to return data ............................ 57
Logging into Proficy Portal .......................................................................................... 58
Using Proficy Portal Documentation............................................................................ 60
Using the Sample System ................................................................................................. 61
Accessing the Sample System ...................................................................................... 62
Remote Access of the Sample System and Proficy Portal Tour .............................. 66
Accessing the Sample System Walk-through .......................................................... 67
Frequently Asked Questions ............................................................................................. 69
Why does Proficy Portal time out?............................................................................... 69
How does security work? ............................................................................................. 69
How do I access the Proficy Portal release notes? ....................................................... 70
How do I run Proficy Portal on 64-bit Windows (IIS 7.0 or 7.5)? ............................... 70
How do I run Proficy Portal through a firewall? .......................................................... 70
Index ................................................................................................................................. 73
iv
Introduction
Congratulations on your purchase of Proficy Real-Time Information Portal. This guide
covers most of the details you will need to know to get the product up and running,
including:
What's New in Proficy Portal 3.5- descriptions of the features new to the latest
version of Proficy Portal.
Proficy Real-Time Information Portal Editions - breakdown of the features
included with each edition.
Proficy Real-Time Information Portal Connectors - licensing details for
connectors.
Drivers - lists the drivers that Proficy Portal installs and configures.
Proficy Portal Licensing - licensing details.
Most businesses use tools to help their decision makers analyze sales, visualize financial
data, and make process improvements that enhance the manufacture of their products.
Analysis of business and process data is critical to knowing where to make investments
and to learning how to improve a company's performance.
Proficy Portal provides superior data analysis tools in a personalized web environment.
Using Proficy Portal and a web browser, you can make key decisions by analyzing and
visualizing data from historians, SQL relational databases, process databases, or OPC
servers. By combining and comparing historical, real time, and SQL data you can see how
the leading performance indicators for your company are progressing, allowing you to
make sound business decisions.
Learning Proficy Portal is not difficult. To complete most operations, you point and click
or drag and drop with your mouse. You never need to write a script, even for complex
operations.
Proficy Portal also integrates well into your existing intranet or web site. You can create
links between your web server and Proficy Portal displays, allowing you to create seamless
navigation between the web pages on your site and the analysis displays on the Proficy
Portal server.
You create custom displays with Proficy Portal with a wide range of commonly-used web
and analysis components including: charts, grids, trees, hyperlinks, controls, and various
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Proficy Portal 3.5
shapes. These items provide a rich environment to render any screen element you require.
All displays reside on the server as soon as you save them. Consequently, you can work on
your analysis displays from anywhere in the world. When you are ready to make a display
available to others, you simply copy it to a pre-defined folder on the server.
Sharing your displays is easy, too, after copying them to the server:
If the recipient has access to Proficy Portal, you can send the URL of your
analysis data.
If the recipient does not have access, you can save the display as a GIF or a JPG.
To find out about the new features in this release, refer to Proficy Portal Important Product
Information.
If you want to start right away, refer to the Quick Start section.
2
Introduction
What's New in Proficy Real-Time Information

Portal 3.5
Proficy Portal 3.5 builds on the architecture and features of Proficy Portal 3.0 SP1 and
delivers a number of new capabilities. For details on the features, refer to the Proficy
Portal online help. The new features are:
Display Variables
Display Variables allow you to easily manage information that can be used repeatedly in
your display, making information simple to update.
Display variables are user-defined items of data that can be connected to substitution
parameters in display objects. When a variable value is modified, every occurrence of that
variable value is updated across the display.
For more information, see the Display Variables topic in the online help.
Parameterized Data Sources
Proficy Historian now allows you to dynamically update the data sources using the display
variables. This means that when a display variable value is modified, every occurrence of
that variable value is dynamically updated in the parameterized data sources. Using the
Parameterized Data Sources, you can now develop the displays and dynamically change
the source of the data for the displays.
For more information, see the Using Display Variables section in the online help.
Improved Symbol Usage
Symbols are placeholders for values that can be substituted at run time from a symbol file.
Symbols can represent data sources, properties, or parameters. Proficy Portal now allows
you substitute parameters used in a data source by using display variables.
For more information, see the Symbols topic in the online help.
Quick Time Slider
Proficy Portal now provides the ability to move the time window of a component over a
longer period of time. A new Use Time Slider option is available on the Quick Time tab.
Using this slider you can trend the historical or real-time data over a time period by
specifying the component duration and the number of samples to be plotted. By default,
number of samples plotted are 1440.
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Proficy Portal 3.5
For more information, see the Quick Time topic in the online help.
On-demand Data Source
Proficy Portal now allows you to dynamically load or unload the data sources on demand.
This means that when there are many data sources configured, then you can set the
required data sources to load when a request comes in and unload the data source when the
data source does not receive a request within a configured time.
For more information, see the On Demand Data Source topic in the online help.
Windows Server 2003 (32-bit and 64-bit) and Windows Server 2008 (32-bit
and 64-bit) support
You can run Proficy Portal 3.5 on Windows Server 2003 (32-bit or 64-bit) and Windows
Server 2008 (32-bit and 64-bit) operating systems.
NOTE: Proficy Portal works as a 32-bit application on 64-bit Windows operating systems
using WoW64 mode (Windows-on-Windows 64-bit).
For more information, see the System Requirements topic in the online help.
Enhanced Installer
Proficy Portal 3.5 now ships the Apache 2.2.15 (httpd-2.2.15-win32-x86-no_ssl.msi) web
server along with the Proficy Portal application. If the Proficy Portal installation program
does not detect an IIS web server on your system, then Proficy Portal allows you to install
and configure the Apache 2.2.15 (httpd-2.2.15-win32-x86 no_ssl.msi) web server provided
with the Proficy Portal application.
For more information, see the Installing Proficy Portal topic in the online help.
Chart Improvements
Pen Name
Proficy Portal now allows you to edit the pen names. This means that you can now create
more meaningful pen names for the charts. If you want to change the pen name, double-
click the pen and enter the new name.
For more information, see the To create a pen group topic in the online help.
Expression Pen Names
Proficy Portal now displays the data source name as an alias (ID) when you select a data
source in the Expression Builder Data Sources Tab. This ID will appear in the Data Source
drop-down list on the Edit Expression tab. Using the Expression Pen Names, you can now
easily create the logical expression from the data.
4
Introduction
For more information, see the Expression Builder topic in the online help.
Chart Title
Proficy Portal now allows you to show the chart title that is applied to a pen group. When
you load a pen group into a chart in run-time mode, the chart title will be replaced by the
loaded pen group chart title.
For more information, see the To create a pen group topic in the online help.
Name Property
The Name property, which allows you specify the unique identifier for an object, is now
available for all the Proficy Portal objects.
List/Combo Box Improvements
Apply on Refresh
A new check box, Apply on Refresh, is available on the List/Combo box: General Tab that
is used to indicate whether to use the auto select first entry on refresh option.
For more information, see the Combo/List Box General Tab topic in the online help.
Historian Connector Improvements
Timeout Value
Proficy Portal now provides a time-out limit for the Historian connector to read or write
requests. If the connector fails to return data within the time-out limit, the server displays a
Connection Timeout message.
You can also specify the maximum time interval the Historian connector waits for a read
or write request.
New Installation Folders
On new installs, the default installation folder reflects the new Proficy name:
C:\Program Files\Proficy\Proficy Portal\
On a 64-bit Windows Operating System:
The default destination folder on a 64-bit Windows Operating System is C:\Program
Files(x 86)\Proficy\Proficy Portal\ directory.
When you are upgrading Portal 3.0 SP1 or earlier and if you did not remove the Proficy
Portal directory, then Proficy Portal 3.5 installs to the previous install folder (for example,
C:\Program Files\GE Fanuc\Proficy Portal\
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Proficy Portal 3.5
If you have uninstalled a previous version of Proficy Portal and did not remove the Proficy
Portal directory, ensure you direct the new Portal to the previous install folder (for
example, C:\Program Files\GE Fanuc\Proficy Portal\ ) so that the Portal install program
will find the existing Displays, Pen Groups, Event Groups, and Symbol Files.
For more information, refer to the Upgrading to Proficy Portal 3.5 topic in the online help.
Help Improvements
Proficy Portal 3.5 now provides video tutorials for the Portal 3.5 related features. To view
the video tutorials, you must install the latest version of Adobe Flash Player.
6
Introduction
Proficy Real-Time Information Portal Editions
When you purchase a Proficy Portal license you can also select which edition and which
options you want to buy. Proficy Portal comes in two editions: Historian and Enterprise.
The following chart is a feature comparison of Historian and Enterprise editions.
Feature Historian Enterprise
Time Charts
Event Charts
Datalinks
VariableLinks
XY charts
Time selection object
21 CFR 11
Exporting chart data
Time-based scrolling
Symbols
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Proficy Portal 3.5
Calculations and
expressions
Pen groups and

event groups
Natural Presentation
Grids
Hyperlinks
Text object
Time/Date link
Proficy Historian support
Personalized settings
GIF, JPEG, and PNG

images
Role-based security
Content Hosting
WebSources
8
Introduction
Web Controls
Buttons
Natural printing
Drill-down analysis
Portlet support
Hierarchical Trees
Drop-down lists
List boxes
Text boxes
Statement Builder
Pie charts
Bar Charts
Line Charts
Shapes
Alarm Analysis object
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Proficy Portal 3.5
Variable Control charts
Attribute Control charts
Correlation charts
Relational database support
OPC server support
Shape Animation
10
Introduction
Proficy Real-Time Information Portal Connectors
The following types of connectors are available for configuration with Proficy Portal
Historian Edition:
1. Real Time
o FIX for connection to Proficy HMI/SCADA - iFIX
o CIMPLICITY HMI for connection to Proficy HMI/SCADA
CIMPLICITY
o OPC
2. Alarms for connection to Proficy HMI/SCADA - iFIX ODBC alarm service
3. Historical
o CIMPLICITY HMI Logger for connection to Proficy HMI/SCADA -
CIMPLICITY Logger
o iHistorian for connection to Proficy Historian
o OSI PI requires that a license key is purchased
All the Historian connectors and the following are available for configuration with Proficy
Portal Enterprise Edition:
VisualSPC for connection to Proficy ShopFloor SPC
SQL (DB2, Oracle, SQL and ADO/ODBC support) a license must be purchased
for each type of database connection
Plant Database for connection to Proficy Plant Applications Plant Database.
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Proficy Portal 3.5
Drivers
Proficy Portal installs and configures the following drivers:

GE Intelligent Platforms DB2
GE Intelligent Platforms Oracle
GE Intelligent Platforms SQL Server
jadoZoom (ADO Bridge for ODBC and OLE DB)
jTDS
Connectors are licensed per driver category. A driver category will provide licensing for
all drivers per database provider. For example, with one driver category, data sources may
be configured to use any number of DB2 drivers. However, data sources configured to use
drivers for other providers such as Oracle, SQL Server, and so forth, will not load. With
two driver categories, data sources may be configured to use any number of DB2 drivers
and Oracle drivers, but no other types will load.
12
Introduction
Proficy Portal Licensing
Two types of licensing is supported for Proficy Portal 3.5:

M1 hardware keys along with the keydiag utility. M1 keys have been used for
previous versions of Proficy Portal. Refer to Using Existing Licensing for more
information.
- or -
M4 keys along with the M4 License Viewer. For more information, refer to the
Proficy Common Licensing help, which by default can be found at: [C:\Program
Files\Proficy\Proficy Common\M4 Common Licensing.
You can run a Proficy Portal server without a license. When this is done, the server runs
for two hours in Demo mode and five clients can connect to it. After the two-hour period
expires, the Proficy Portal server stops responding to requests and all new login attempts
fail.
The Proficy Portal license allows a predefined number of active simultaneous client
sessions to a Proficy Portal server. For example, if you purchase a 50-session license, you
can have up to 50 active client sessions at the same time.
You can purchase Proficy Portal licenses with the following number of client sessions:
Client sessions Client sessions

for Historian for Enterprise
edition edition
2 2
5 5
10 10
25 25
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Proficy Portal 3.5
50 50
100 100
NOTE: For support of architectures with more than 100 clients, please contact GE
Intelligent Platforms directly.
IMPORTANT: ONLY valid when connecting to iHistorian 1.0 servers each Historian
server has a license for a specific number of client connections. Each Proficy Portal
server uses one of these connections regardless of the number of browser sessions in
progress. Consequently, it is possible to purchase a 50-client Historian license and a 100-
session Proficy Portal license. This configuration leaves 49-client connections for
Historian users and one connection for the Proficy Portal server.
You can quickly determine the maximum number of licenses in the Proficy Portal
Administration application. Launch Proficy Portal and load the Administration
Application. Select Settings & Diagnostics and click on Key Licensing in the tree. You
will be presented with the following information:
This field... Describes...
Enterprise if the Enterprise edition is installed. If this field is set to true,

Enterprise edition is installed. If this field is set to false,
Historian edition is installed.
JDBC Driver the number of JDBC driver categories purchased. Refer to JDBC
Categories Drivers for more information.
Key Version the current version of the hardware key.
Licensed Users the amount of user licenses purchased for your installation.
14
Introduction
OPC if the OPC option is enabled.
PI if the PI option is enabled. If the PI option has been purchased,

you will be able to connect to OSI PI data sources.
Read Only if the Proficy Portal server is set to read-only. If it is, your users
will not be able to write data to the server.
Using Existing Licensing

If you are upgrading your Proficy Portal installation, M1 hardware keys have to be
updated. Contact 800-GE INTELLIGENT PLATFORMS or your local sales representative
to assist you with the update. If the key version is lower than 3.5, Proficy Portal will run in
Demo mode only.
Installing the Parallel Port Hardware Key
1. Power off the computer and all peripheral devices before installing the hardware
key; it is sensitive to static electricity.
2. Remove any connections to your computer's parallel port.
3. Secure the hardware key in the parallel port and tighten the screws.
IMPORTANT: Do not remove the hardware key from your node while Proficy
Portal is running. If you do, Proficy Portal features will shut down and you will
need to restart Proficy Portal. You may also damage the hardware key if you
remove it while Proficy Portal is running.
4. If you had any equipment connected to your parallel port, reconnect to the back of
the hardware key.
Installing the USB Hardware Key
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Proficy Portal 3.5
NOTE: GE Intelligent Platforms supports the installation of the USB hardware key only
on systems running Windows 2000 Server, Windows 2000 Advanced Server, Windows
Server 2003, or Windows Server 2008.
At this time, GE Intelligent Platforms does not support USB keys connected through an
external USB hub.
1. Insert your USB hardware key in the appropriate port.
2. A message box, similar to the following figure, appears as the hardware key
installs:
3. After the hardware installation and licensing is complete, you may run Proficy
Portal as your license permits.
Upgrading Licensing
If you buy additional options for your existing M1 hardware key, you will receive an email
with an update .ilicense file.
NOTE: Contact your sales representative for information about obtaining the license file.
1. Save the .ilicense file to a directory of your choice.

2. Double-click the .ilicense file. An update utility opens.
3. Click Update Now.
The utility validates your current license. If the validation is successful, the utility
updates the license; if the validation is not successful, the upgrade is halted.
Troubleshooting M1 Hardware Key Installation

If the hardware key does not install properly, Proficy Portal will run in Demo mode.
16
Introduction
First, check to see that your hardware key is firmly attached. Next, uninstall and reinstall
the driver for the hardware key. If this driver has been incorrectly installed, it may behave
unpredictably.
You can also use the KeyDiag utility to find out if the hardware key is installed. Run this
utility and if 'No license available' appears in the License Style box (Licensing Info tab),
your hardware key is either not installed properly or is defective. For more information on
running KeyDiag, see KeyDiag Utility.
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Proficy Portal 3.5
Troubleshooting the Aladdin HASP USB Key

If the Aladdin HASP USB key does not appear to be working, you can reinstall Proficy
Portal Licensing to recover from the improper install. When the Aladdin HASP key is not
communicating correctly, you will notice that the indicator light at the end of the key is
off.
To reinstall Proficy Portal Licensing, follow these steps:
1. Uninstall both M1 Licensing and Proficy Common Licensing (from the

Add/Remove Programs Windows control panel).
2. Insert the Proficy Portal installation CD in your CD-ROM drive.
3. Browse the CD and open the License folder.
4. In the License folder, run M1Licensing.exe.
5. In the License folder, run ProficyClientInstaller.exe.
Replacing Defective M1 Hardware Keys

A defective hardware key will cause Proficy Portal to run in Demo mode. Be sure to check
the connection before assuming your hardware key is defective.
You can also use the KeyDiag utility to find out if the hardware key is defective. Run this
utility and if `No license available' appears in the License Style box (Licensing Info tab),
your hardware key is either not installed properly or is defective. For more information on
running KeyDiag, see KeyDiag Utility.
GE Intelligent Platforms replaces defective keys as quickly as possible. To obtain a
replacement hardware key:
Call your local GE Intelligent Platforms technical support representative. The
support representative will instruct you to FAX a completed copy of a
Merchandise Return Authorization form. On receipt of the form, GE Intelligent
Platforms can program a new hardware key and send it to you overnight.
18
Introduction
When you receive the hardware key, you must return the old one along with a
copy of the form sent with the new hardware key. GE Intelligent Platforms
reserves the right to invoice you for defective hardware keys that are not returned.
KeyDiag Utility
KeyDiag is a diagnostic tool that provides technical personnel with information about your
Proficy Portal hardware key. This utility is for use with M1 keys only. If you are using M4
keys, use the M4 License Viewer.
To access KeyDiag
1. From the Windows Start menu, choose Run.

2. Enter ikeydiag in the Open box and click the OK button. The Proficy - KeyDiag
dialog box appears.
This tab... provides information about...
Licensing Info Customer name, order number, and license properties.

NOTE: If the Proficy Portal hardware key is not installed properly or
is defective, `No license available' appears in the License Style box.
Other Options Proficy HMI/SCADA - iFIX/FIX runtime and baseline options.
HMI/SCADA- SCADA settings enabled on your system.

IFIX
Drivers DRIVER settings enabled on your system.
iClientTS Whether the key is enabled for Terminal Server, and, if so, the
maximum number of concurrent Terminal Server connections allowed.
19
Proficy Portal 3.5
FIX BOS FIX BOS components enabled on your system.
Real-Time Proficy Portal components enabled by your hardware key.

Information
Portal
Batch Execution Batch Execution components enabled by your hardware key.
Historian Historian settings, such as Historian server, number of points, and

whether you can modify Historian data.
OEM If the ROC driver is enabled, the number of ROC licenses, and any
OEM options you may have purchased from other manufacturers that
are enabled on the hardware key.
License Display All enabled settings and other information at a particular date and time.
You have the option to save this information to a file.
Common Questions About USB Hardware Keys

This section describes some frequently asked questions about Proficy Portal hardware
keys.
What does the light at the end of the key indicate?
The light at the end of the USB hardware key indicates that the key and the software are
communicating. If this light is off, it would indicate a problem with the key.
If I move the USB key to another port is it automatically detected?
Yes. The USB key is automatically detected when moved to another USB port.
20
Introduction
Proficy Portal License Consumption
Proficy Portal provides the ability to run multiple browsers on the same client machine, all
running instances of Proficy Portal. It also provides the ability to run multiple instances of
the Portal client in another application, such as Proficy iFIX. In previous versions of
Proficy Portal, each browser instance and each client instance consumed a license. Proficy
Portal now allows multiple browser or client instances to run while consuming only one
license.
License accounting uses the IP address of the client machine. This allows any number of
clients to run on the same client machine without consuming more than one license. When
logging into or out of Proficy Portal, a list of IP addresses that are connected to the Portal
server is accessed and the number of instances from each is determined. The list contains
one entry per IP address.
License accounting for IP addresses is determined as follows:
On login:
If an entry already exists for the IP address, the instance count is incremented but
no additional license is consumed.
If an entry does not exist for the IP address, it is created, the instance count is set
to 1, and a license is consumed.
On logout:
If the instance count is greater than 1, the instance count is decremented by 1 for
each instance that logs out.
If the instance count is 1, then the entry is removed altogether and the license is
released.
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Proficy Portal 3.5
Contact GE Intelligent Platforms

If you purchased this product through an Authorized Channel Partner, please contact the
seller directly.
General Contact Information

Online technical support & GlobalCare: www.ge-ip.com/support
Comments about our manuals and online Help: doc@ge.com
Additional information: www.ge-ip.com
Solution Provider: solutionprovider.ip@ge.com
Authorization: authorization.ip@ge.com
Technical Support
If you have technical problems that cannot be resolved with the information in this guide,
please contact us by telephone or e-mail, or on the web at www.ge-ip.com/support.
Americas
Online technical support: www.ge-ip.com/support

Telephone: 1-800-433-2682
International Americas direct dial: 1-780-420-2010 (if toll free 800 option is
unavailable)
Technical Support e-mail: support.ip@ge.com
Customer Care e-mail: customercare.ip@ge.com
Inside Sales: insidesales.ip@ge.com
Primary language of support: English
Europe, Middle East, and Africa
Online technical support: www.ge-ip.com/support
22
Introduction
Telephone: +800 1-433-2682

EMEA direct dial: +352-26-722-780 (if toll free 800 option is unavailable or dialing from
a mobile telephone)
Technical Support e-mail: support.emea.ip@ge.com
Customer Care e-mail: customercare.emea.ip@ge.com
Inside Sales: insidesales.emea.ip@ge.com
Primary language(s) of support: English, French, German, Italian, Czech, Spanish
Asia Pacific
Online technical support & GlobalCare: www.ge-ip.com/support

Telephone: +86-400-820-8208,
+86-21-3217-4826 (India, Indonesia, and Pakistan)
Technical Support e-mail: support.cn.ip@ge.com (China)
support.jp.ip@ge.com (Japan)
support.in.ip@ge.com (other Asian locales)
Customer Care e-mail: customercare.apo.ip@ge.com
customercare.cn.ip@ge.com (China)
23
Installing
This section is designed to help you install and start using Proficy Portal. The following
information is provided:
System Requirements - server and client hardware/software requirements, as well
as connectivity requirements.
Quick Start - a procedure that describes what you need to get started quickly.
Installing Proficy Portal - installation instructions.
Troubleshooting Proficy Portal Installation - instructions for troubleshooting the
Proficy Portal installation.
System Requirements
The hardware and software requirements for Proficy Portal Server are as follows:
Proficy Portal Server Hardware Requirements
RAM (GB) 2 GB.
Processor Type Intel core family.
CPU Speed (Ghz) 2.4.
Hard disk 500 MB of disk space for installation.

250 MB of additional free disk space.
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Proficy Portal 3.5
Proficy Portal Server Software Requirements
Operating System One of the following operating systems:

Windows Server 2003SP2 (32-bit or 64-bit).
Windows Server 2003 R2 (32-bit or 64-bit).
Windows Server 2008 (32-bit or 64-bit).
Windows Server 2008 R2.
NOTES:
You must install "WindowsInstaller-KB893803-v2-

x86.exe" before installing Portal on Windows Server
2003 Server Enterprise edition.
Proficy Portal works as a 32-bit application on 64-

bit Windows operating systems using WoW64 mode
(Windows-on-Windows 64-bit).
Web Server One of the following web servers:

Microsoft Internet Information Services web server 6.0,
7.0, or 7.5.
Apache web server 2.2.15.
Virtual Machine One of the following Virtual Machines:

VMWare ESX 3.5.
VMWare ESX 4.0.
Connector Requirements
To ensure the best performance and problem-free use of the Proficy Portal connectors, it is
recommended that the data source application is run with the most recent Service Packs,
26
Starting and Configuring
Hot Fixes, or Software Improvement Modules (SIMs). In some instances, there is a

minimum software update requirement for the connecting application. The connector
requirements are:
Connector Requirements
Alarms iFIX - the local iFIX iClient install should be updated with the
most recent iFIX General SIM. The SCADA nodes in the
iClient remote nodes list should also have the most recent
SIM.
CIMPLICITY HMI Supported versions: 8.0 and 8.1.

Logger
iHistorian Supported Historian versions: 3.5 and 4.0.

Install the Historian client to the Proficy Portal server and
update the installation with the most recent Historian General
SIM.
PI Supported PI-API versions: 1.2.3.4 to 1.3.4.
Plant Applications Supported Plant Applications versions: 4.4.1 and 5.0.
VisualSPC Supported Shop Floor SPC versions: 5.03 and 5.5SP6.
CIMPLICITY HMI Supported versions: 8.0 and 8.1.

For newer updates, check the web site (see link at the bottom
of this table) for CIMPLICITY/Proficy Portal connectivity
updates.
FIX Supported iFIX versions: 5.0 and 5.1SP1.
27
Proficy Portal 3.5
OPC Supported versions: any 1.0 compliant server.
SQL GE Intelligent Platforms DB2 supported versions:

DB2 UDB for Windows, UNIX, Linux, Linux/s390
v7.1, v7.2, v8.1, DB2 UDB for OS/390 v7, DB2
UDB for z/OS and OS/390 v7, DB2 UDB for AS/400
4R5, V5R1, V5R2.
GE Intelligent Platforms SQL supported versions:
MS SQL Server 2005(32 and 64-bit), MS SQL
Server 2008 SP1 (32 and 64-bit), and MS SQL
Server 2008R2.
GE Intelligent Platforms Oracle supported versions:
Oracle 8i R2-R3 (8.1.6-8.1.7), Oracle 9i R1-R2,
Oracle 10i and 10g.
ODBC, ADO.
For the latest GE Intelligent Platforms product downloads, visit:

http://support.ge-ip.com
Client Requirements
Proficy Portal Client Software Requirements
Operating System One of the following operating systems:

Windows XP Professional SP3 (32-bit).
Windows 7 Professional (32-bit or 64-bit).
Windows Vista Professional (32-bit or 64-bit).
Microsoft Internet 7.0 or 8.0.

Explorer
28
Adobe Acrobat 8.0 or 9.0.

Reader
Java Run-time Java Run-time plug-in v6.0 update 22 on both Windows 32-bit
plug in and Windows 64-bit operating systems.
When you install Proficy Portal on the server computer, you are
asked if you want the Java plug-in runtime to install
automatically if the Java Run-time plug-in v6.0 update 22 is not
found. If installing third-party software conflicts with your
company's policy, you can choose not to have the plug-in install
automatically, but rather display a message of your own
directing the users where to the get the proper Java plug-in
runtime. Refer to Installing the Java Plug-in the Installing the
Java Plug-in section for more information.
NOTE: Other software that runs on the same machine as the
Proficy Portal client may run a different version of the Java
Run-time plug-in. Multiple versions of the Java Run-time plug-
in can be run in different browser sessions. However, if you
attempt to run multiple versions in the same browser session,
the attempt will fail.
An Ethernet connection, supporting TCP/IP.

A valid pointing device, such as a mouse.
29
Proficy Portal 3.5
Quick Start
Before you can start using Proficy Portal, you must complete the following tasks:
1. Install the hardware key. For more information, refer to the Proficy Common
Licensing help, which by default can be found at: [C:\Program
Files\Proficy\Proficy Common\M4 Common Licensing.
2. Install Proficy Portal on a web server using IIS 6.0, 7.0, or 7.5, or on an Apache
server using Apache version 2.0.52 or greater. Refer to Installing Proficy Portal
the Installing Proficy Portal section for more information.
IMPORTANT: If you have installed IIS 6.0 or greater, allow the Proficy Portal
installation to automatically enable Active Server Pages (ASP) or enable ASP
manually. Without this enabled, the Proficy Portal client will not start. For more
information, see Installing Proficy Portal the Installing Proficy Portal section.
If you are upgrading from a previous version of Proficy Portal, refer to the Upgrading to
Proficy Portal 3.5 section instead.
3. Configure any Historian server, relational databases, OPC server, or iFIX
SCADA servers you want Proficy Portal to communicate with.
NOTE: If you want to connect to iFIX or FIX SCADA systems, then you must also
install the iFIX client.
4. If you want to communicate with a relational database, configure the JDBC driver
you need. Refer to JDBC Drivers the JDBC Drivers section for more information.
5. Configure the Proficy Portal server with the Administration application. Refer to
Configuring the Proficy Portal Server and Data Sources the Configuring the
Proficy Portal Server section in this guide and the Data Sources section in the
online help (type 'Data Sources' into the online help Index) for more information.
30
Installing Internet Information Services (IIS) to use

Proficy Portal
Before you start using Proficy Portal, you must set up and configure your web server. The
Proficy Portal application requires Microsoft Internet Information Services (IIS) web
server version 6.0, 7.0, or 7.5 on Windows Server 2003, Windows Server 2008, or
To install IIS on Windows Server 2003:
1. Open the Control Panel.
2. Click Add/Remove Programs.
3. Click Add/Remove Windows Components.
4. In the Components list box, click Application Server, and then click Details.
5. In the Subcomponents of Application Server list, click Internet Information
Services.
6. Click OK.
If you need additional assistance installing IIS, refer to Microsoft's website at:
http://technet.microsoft.com/en-us/library/aa998483(EXCHG.65).aspx
To install IIS on Windows Server 2008 or Windows Server 2008 R2:
1. Click Start, point to Administrative Tools and then click Server Manager.
2. Click Roles.
3. In the Roles Summary section, click Add Roles, and then click Next.
4. Select Web Server (IIS), and then click Next. The Web Server (IIS) dialog box
appears.
5. Click Next. The Select Roles Services dialog box appears.
6. In the Web Server (IIS) list, select the Application Development check box.
7. In the Management Tools list, select the IIS 6 Management Compatibility check
box as shown below:
31
Proficy Portal 3.5
8. Click Next, and then click Install.

9. When the installation is complete, click Close.
If you need additional assistance in installing IIS, refer to Microsoft's website at:
http://technet.microsoft.com/en-us/library/cc771209.aspx
32
Installing Proficy Portal
If you are upgrading from a previous version of Proficy Portal, refer to Upgrading to
Proficy Portal 3.5 section.
Installing Proficy Portal using Microsoft Internet Information Services (IIS)
as a web server:
Windows Server 2008 R2. Refer to Installing Internet Information Services for more
information.
You can install Proficy Portal as follows:
1. Log onto your web server using an account that has administrator rights.
2. Install IIS on your web server, if you have not already done so.
NOTE: You must install IIS prior to the Proficy Portal installation.
3. Insert the Proficy Portal CD into your CD-ROM drive. The installation program
automatically starts. If the installation does not automatically start, browse the
CD in your CD-ROM drive and double-click the setup.exe file.
4. Follow the instructions on the screen.
During the installation, you will be asked if you want to install the sample system.
The sample system consists of sample displays that demonstrate many of Proficy
Portal's features. If you are new to Proficy Portal, it is recommended that you
install the sample system.
33
Proficy Portal 3.5
You will be prompted to enter a name for the virtual directory. The virtual
directory name is part of the web address for the application. For example, if you
accept the default virtual directory name ProficyPortal, then the URL that is used
to access Proficy Portal is: http://HostServerName/ProficyPortal/Default.asp.
5. You will also be asked if you want the Java plug-in runtime to install
automatically if the Java run-time plug-in v6.0 update 22 is not found on the
client. If installing third-party software conflicts with your company's policy, you
can choose not to have the plug-in install automatically, but rather display a
message of your own directing the users where to get the proper Java plug-in
runtime.
6. If you have installed IIS 6.0 or greater, Proficy Portal detects whether the ASP
(Active Server Pages) option is enabled. If it is not enabled you are asked if you
want the ASP option enabled for you. If you click Yes, the ASP option is
automatically set to Allowed. If you click No, the installation continues; however,
you must then manually set the ASP option to Allowed in the Internet
Information Services (IIS) Manager control panel.
IMPORTANT: If you do not enable the ASP option, the Proficy Portal client will
not start.
7. Restart the computer when prompted. If you are not prompted to restart, start the
Proficy Portal server by choosing Start Proficy Portal Server from the Proficy
Portal program group in the Start menu.
Installing Proficy Portal using Apache as a web server:
Proficy Portal 3.5 ships the Apache 2.2.15 (httpd-2.2.15-win32-x86-no_ssl.msi) web
server along with the Proficy Portal application. If the Proficy Portal installation program
does not detect an IIS web server on your system, then Proficy Portal prompts you to
install and configure the Apache 2.2.15 (httpd-2.2.15-win32-x86 no_ssl.msi) web server
provided with the Proficy Portal application.
NOTE: If you have any version of Apache Web Server installed, you must remove it before
installing Proficy Portal 3.5.
You can install Proficy Portal as follows:
34

3. During the installation, you will be prompted to install the Apache as the web
server. Click YES if you want to use the Apache as the web server. If you click
NO, the installation stops.
During the installation, you will be asked if you want to install the sample
system. The sample system consists of sample displays that demonstrate
many of Proficy Portal's features. If you are new to Proficy Portal, it is
recommended that you install the sample system.
You will be prompted to enter a name for the virtual directory. The virtual
directory name is part of the web address for the application. For example, if
you accept the default virtual directory name ProficyPortal, then the URL
that is used to access Proficy Portal is:
http://HostServerName/ProficyPortal/Default.asp.
You will also be asked if you want the Java plugin runtime to install
automatically if the Java run-time plug-in v6.0 update 22 is not found on the
client. If installing third-party software conflicts with your company's policy,
you can choose not to have the plugin install automatically, but rather display
a message of your own directing the users where to get the proper Java
plugin runtime.
5. Restart the computer when prompted. If you are not prompted to restart, start the
Proficy Portal server by choosing Start Proficy Portal Server from the Proficy
Portal program group in the Start menu.
When you install Proficy Portal, the following steps are completed:
1. A virtual directory is created for the Proficy Portal web application.
NOTE: The virtual directory name can also be changed at any time after
installation. Refer to Changing the Proficy Portal Virtual Directory Name the
Changing the Proficy Portal Virtual Directory Name topic in the online help (type
'virtual directory name' in the online help Search feature) for more information.
2. A virtual directory for the ISAPI filter named jakarta is created, used to redirect
requests to the Apache Software Foundation's Java servlet engine.
3. The ISAPI filter is installed to the jakarta directory.
NOTE: If you want to install Proficy Portal to a non-default web site, after Proficy Portal
35
Proficy Portal 3.5
installation is complete and the machine has rebooted, stop the Proficy Portal server and
create the Proficy Portal and jakarta virtual directories, and install the ISAPI filter. See
the topics Creating the Proficy Portal Virtual Directory, Creating the jakarta Virtual
Directory, and Installing the ISAPI Filter. See the sections: Creating the Proficy Portal
Virtual Directory, Creating the jakarta Virtual Directory, and Installing the ISAPI Filter in
the Troubleshooting section of this guide.
Upgrading to Proficy Portal 3.5

It is recommended that you DO NOT UNINSTALL older versions of the product before
installing Proficy Portal 3.5. Proficy Portal setup will automatically detect the presence of
an older version and will upgrade the files. However, you should back up (make a copy of)
your working directories before running the upgrade.
The following upgrade paths are supported:
Upgrade from Proficy Portal 3.0 SP1 to Proficy Portal 3.5. When you run the
Proficy Portal 3.5 setup, Proficy Portal 3.0 SP1 is automatically uninstalled prior
to 3.5 installation.
Upgrade from Proficy Portal 3.0 to Proficy Portal 3.5. When you run the Proficy
Portal 3.5 setup, Proficy Portal 3.0 is automatically uninstalled prior to 3.5
installation.
Upgrade from Proficy Portal 2.6 SP1 to Proficy Portal 3.5. When you run the
Proficy Portal 3.5 setup, Proficy Portal 2.6 SP1 is automatically uninstalled prior
to 3.5 installation.
IMPORTANT: If you are upgrading from infoAgent version 1.1/ 2.0/2.1, or Proficy Portal
version 2.5 or 2.6, it is recommended that you first upgrade to Proficy Portal 2.6 SP1, and
then upgrade to Proficy Portal 3.5.
The default installation folder will now reflect the new Proficy name. By default, Proficy
Portal 3.5 installs to:
C:\Program Files\Proficy\ProficyPortal\
On a 64-bit Windows Operating System:
The default destination folder on a 64-bit Windows Operating System is C:\Program
Files(x 86)\Proficy\Proficy Portal\ directory.
Proficy Portal work as a 32-bit application on 64-bit Windows operating systems using
36
WoW64 mode (Windows-on-Windows 64-bit).

When you are upgrading Portal 3.0 SP1 or earlier and if you did not remove the Proficy
Portal directory, then the Proficy Portal 3.5 installs to the previous install folder (for
example, C:\Program Files\GE Fanuc\Proficy Portal\).
If you have uninstalled a previous version of Proficy Portal and did not remove the Proficy
Portal directory, ensure you direct the new Portal to the previous install folder (for
example, C:\Program Files\GE Fanuc\Proficy Portal\ ) so that the Portal install program
will find the existing Displays, Pen Groups, Event Groups, and Symbol Files.
To Upgrade Proficy Portal
NOTE: Before upgrading, it is recommended that you back up (make a copy of) your
working directories.
automatically starts.
3. Ensure that the Upgrade option is selected.
4. Follow the instructions on the screen and restart the computer when prompted.
5. After restarting your computer, or if you are not prompted to restart, select Start
Proficy Portal Server from the Proficy Portal program group in the Windows
Start menu to start the Proficy Portal server.
Resolving Displays
Resolve displays is a feature that is used to load and save displays automatically. The
feature was originally provided to help infoAgent 1.1 users to bring forward Beta version
displays into the release version. In Proficy Portal 3.5, the function of the resolve displays
wizard is not changed. In general, resolving a display updates the display to work with the
latest build. In contrast, running the upgrade brings forward the user files from an older
version of the product to the current version of the product. For more information on
upgrading, see the Upgrading to Proficy Portal 3.5 section.
1. Ensure that the Proficy Real-Time Information Portal server is running.
2. Start Proficy Portal.
37
Proficy Portal 3.5
3. Close all displays.
4. Click the Configure Display toolbar button to switch to Configure mode.

5. From the Application menu, choose Resolve Displays. The Resolve Display
Wizard appears.
6. Click Next.
7. Click the Browse button, locate the display(s) you want to resolve. Select one or
more displays and click Open.
8. Click Next. The displays are saved in 3.5 format. A status on each resolved
display is shown if any errors are encountered during this process they will be
listed.
9. Click Close.
Upgrading Displays, Pen Groups, Event Groups, and

Symbol Files
Displays, pen groups, event groups, and symbol files from a previous version must go
through a conversion process before they can be used in Proficy Portal 3.5.This conversion
process takes place automatically during the upgrade installation of 3.5, or you can
upgrade these user files manually after 3.5 has been installed. During the installation
upgrade, all displays, pen groups, event groups, and symbol files that exist in the previous
version's directory will be converted. If, however, you have displays that are on another
server or in a different directory, these can be upgraded at any time using the Upgrade
Wizard utility.
NOTE: If you are upgrading from version 1.x, you must first upgrade your displays, pen
groups, event groups, and symbol files to version 2.1, and then upgrade again to 3.5. This
means running two different Upgrade Wizard utilities in sequence.
To run the Upgrade Wizard utility
1. Double-click the UpgradeApp.cmd file, located in one of the following

directories:
Upgrade from 1.x: YourInstallDir\webapps\infoAgentSrv\Upgrade
38
(where YourInstallDir is the location that you have chosen to install

Proficy Portal, for example: C:\Program Files\Proficy\Proficy Portal).
Upgrade from 2.x: YourInstallDir\webapps\infoAgentSrv\Upgrade2
(where YourInstallDir is the location that you have chosen to install
Proficy Portal, for example: C:\Program Files\Proficy\Proficy Portal).
The following Upgrade Wizard appears:
There is a separate step in the wizard for displays, pen groups, event groups, and
symbols. You can choose to upgrade one or any combination of these files. For
example, you can upgrade displays and symbols only. If you are upgrading from
version 1.x, the first Upgrade Wizard utility will not have the symbols upgrade
option.
2. For each step, click the Browse button to locate the files, select the files you want
upgraded, and click either the Next or Upgrade button. If you click the Next
button, it means you want to go on to the next step to do further upgrading. If you
choose Upgrade, the remaining steps are skipped and the upgrade is performed.
NOTE: If you have images in your displays, the Upgrade Wizard utility will
39
Proficy Portal 3.5
retrieve and upgrade the images along with the displays.
When the upgrade has completed, the Upgrade Results window appears. On the
Upgrade Results window, you will see the results of the conversion process. If
there were problems, you will be prompted to look at the UpgradeError.log file.
This file is located at: YourInstallDir\webapps\infoAgentSrv\Upgrade (where
YourInstallDir is the location that you have chosen to install Proficy Portal, for
example: C:\Program Files\Proficy\Proficy Portal).
3. Click the Close button to exit the Upgrade Wizard utility.
When you select displays, pen groups, event groups, or symbol files to be upgraded, if the
directory structure they are selected from matches your Proficy Portal 3.5 directory, the
files are copied to the same location in the Proficy Portal 3.5 directory. If the directory
structure of the display, pen group, or event group files does not match the directory
structure of your Proficy Portal installation, the files are copied into the following
directories:
YourInstallDir\webapps\infoAgentSrv\AllUsers\displays
YourInstallDir\webapps\infoAgentSrv\AllUsers\pengroups
YourInstallDir\webapps\infoAgentSrv\AllUsers\eventgroups
YourInstallDir\webapps\infoAgentSrv\AllUsers\symbols
If you are upgrading a display that has the same name as an existing 3.5 display, the
existing 3.5 display is overwritten by the previous version's display; however, a copy of
the current 3.5 display is placed in the Upgrade\backup directory.
Named Times in Upgraded Displays

Named times define the relative time and time range values used in various Proficy Portal
components. Your 1.1 displays may use named times that do not exist in Proficy Portal
3.5. For example, in a previous version, you may have configured a named time called
'End of Afternoon Shift'. If this relative time value 'End of Afternoon Shift' has not been
defined in Proficy Portal 3.5, then when you upgrade the display, the value is added to the
Proficy Portal 3.5 named times. Relative start and end hint times that are used in event
groups are added as named times in the same way.
When a new named time is added to Proficy Portal 3.5 during the upgrade process, the
named time is created with the display name appended to it. For example, a named time
'Time1' in a display called 'PlantOverview' will be named 'PlantOverviewTime1' in Proficy
40
Portal 3.5. If the name already exists in 3.5, it will be overwritten. Before the existing
named time is overwritten, the RelativeTimes.xml file is copied to
\Upgrade\backup1.1\maps\time.
For more information on named times, see Named Times the Named Times topic in the
online help (type 'Named Times' in the online help Search).
Uninstalling Proficy Portal
To uninstall Proficy Portal, double-click the Add/Remove Programs icon in the

Windows Control Panel and locate Proficy Portal in the installed programs list. When
uninstalling Proficy Portal, the Proficy Portal directory is not removed. This is done to
preserve files that reside on the Proficy Portal server. If you want to do a clean install,
rename the old Proficy Portal directory so that old files are not modified, deleted, or
overwritten.
41
Proficy Portal 3.5
Troubleshooting Proficy Portal Installation
NOTE: You can install Proficy Portal in the Default Web Site or in another web site of
your choice.
When you install Proficy Portal, the following steps are completed:
1. A virtual directory named ProficyPortal is created for the Proficy Portal web
application.
2. A virtual directory for the ISAPI filter named jakarta is created, used to redirect
requests to the Apache Software Foundation's Java servlet engine.
3. The ISAPI filter is installed to the jakarta directory.
4. IIS is restarted.
If any of these steps fail, you may see the following error when logging into Proficy
Portal:
The page cannot be found
Make sure the latest Windows updates are installed and try to log in again. If the problem
persists, you can complete the previous steps manually using the instructions in these
sections that follow:
Creating the Proficy Portal Virtual Directory
Creating the jakarta Virtual Directory
Installing the ISAPI Filter
42
Creating the Proficy Portal Virtual Directory
To create the virtual directory for the Proficy Portal web application:
1. Run the Internet Services Manager. The Internet Services Manager is a
Windows control panel applet. Refer to your Windows online help for
instructions on how to access this control panel applet.
2. Open the system tree for the computer and locate the entry Default Web Site.
or
Locate the web site of your choice.
3. Expand the Default Web Site entry and locate the Proficy Portal virtual directory
within it. If you cannot locate the directory, right-click the Default Web Site text.
or
Right-click the web site you chose in step 2, and choose New. The New menu
appears.
4. Choose Virtual Directory from the New menu. The Virtual Directory Creation
Wizard appears.
5. Follow the instructions on the wizard to create the virtual directory. When
prompted, enter the following information:
When prompted for... Enter...
Alias ProficyPortal
Directory YourInstallDir\webapps\infoAgentSrv
where YourInstallDir is the location where you have
chosen to install Proficy Portal, for example:
C:\Program Files\Proficy\Proficy Portal.
43
Proficy Portal 3.5
Access Permissions Leave the Read option selected and clear all other
check boxes.
IMPORTANT: When you create the virtual directories in a web site of your choice (rather
than the default web site), the virtual directories (i.e., ProficyPortal, jakarta, and the
ISAPI filter) must be removed from the default web site, and you must restart IIS and the
Proficy Portal server.
Creating the jakarta Virtual Directory
By default, the jakarta virtual directory should be created in Internet Information

Services when you install Proficy Portal. If it is not, perform the following:
NOTE: If you installed Proficy Portal in a web site other than the Default Web Site, follow
the alternate instructions for steps 2 through 6.

Windows control panel applet. Refer to your Windows online help for
instructions on how to access this control panel applet.
or
Locate the web site you chose in Creating the Proficy Portal Virtual Directory the
Creating the Proficy Portal Virtual Directory procedure.
3. Expand the Default Web Site entry and locate the jakarta virtual directory within
it. If you cannot locate the directory, right-click the Default Web Site text.
or
Right-click the web site you chose in step 2.
A context menu appears.
4. Choose New from the context menu. The New menu appears.
5. Choose Virtual Directory from the New menu. The Virtual Directory Creation
Wizard appears.
44
6. Follow the instructions on the wizard to create the virtual directory. When
prompted, enter the following information:
When prompted Enter...

for...
Alias jakarta
Directory YourInstallDir\bin\i386\win32
where YourInstallDir is the location where you have
chosen to install Proficy Portal, for example:
C:\Program Files\Proficy\Proficy Portal.
Access Permissions Select the Execute (such as ISAPI applications or CGI)

check box and clear all other check boxes.
Installing the ISAPI Filter
By default, the ISAPI filter should be created in Internet Information Services when you
install Proficy Portal. If it is not, perform the following:
NOTE: If you installed Proficy Portal in a web site other than the Default Web Site, follow
the alternate instructions for steps 2 through 9.

Windows control panel. Refer to your Windows online help for instructions on
how to access this control panel.
or
Locate the web site you chose in Creating the Proficy Portal Virtual Directory the
Creating the Proficy Portal Virtual Directory procedure.
3. Right-click the Default Web Site text.
45
Proficy Portal 3.5
or
Right-click the web site you chose in step 2.
A context menu appears.
4. Choose Properties from the context menu. The Default Web Site Properties
dialog box (or the Properties dialog box of the web site you chose in step 2)
appears.
5. Select the ISAPI Filters tab and click the Add button. The Filter Properties
dialog box appears.
6. Enter jakarta in the Filter Name box.
7. Enter YourInstallDir\bin\i386\win32\isapi_redirect.dll in the Executable box.
8. Click OK to close the Filter Properties dialog box and return to the Default (or
chosen) Web Site Properties dialog box.
9. Click OK to accept your changes and close the Default (or chosen) Web Site
Properties dialog box. The Internet Services Manager installs the ISAPI filter.
10. Restart IIS.
11. Restart the Proficy Portal server.
Installing the Java Plug-in
When you install Proficy Portal on the server computer, you are asked if you want the Java
plugin runtime to install automatically if the Java run-time plug-in v6.0 update 22 is not
found. If installing third-party software conflicts with your company's policy, you can
choose not to have the plugin install automatically, but rather display a message of your
own directing the users where to the get the proper Java plugin runtime.
In some cases, you may be required to install the Java plug-in manually. The plug-in can
be found in the Proficy Portal install directory at: <InstallDir>\Proficy\Proficy
Portal\webapps\infoAgentSrv\plugin.
Refer to the Proficy Portal IPI (Important Product Information) Release Notes tab for
information on the Java plug-in version that is required, where to download it from, as
well as troubleshooting/diagnostic information.
IMPORTANT: You must be a member of either the Power Users or Administrators
46
Windows security groups to successfully install the Java plug-in. To find out what security
groups you are a member of, access Users and Passwords from the Windows Start menu |
Settings | Control Panel. Refer to your Windows online help for information on how to
access and use this control panel.
Resolving Port Conflicts

If you run both IIS (Internet Information Services) and Apache on the same machine, there
is the potential for a port conflict to occur. In a typical case, IIS and Apache both run on
port 80 by default. To resolve this problem:
Do not run both IIS and Apache on the same machine. If IIS is not being used,
uninstall it. Also, in some cases you may be able to switch the application server
to IIS or Apache and uninstall the one that is no longer being used.
or
Switch the default website port in IIS to something other than port 80. The
procedure to change the port will differ slightly depending on the version of IIS
you run. Generally, the port number is found on the Properties page of the web
server's default website (right-click Default Web Site and choose Properties). In
the TCP Port box, change the number to something else (e.g. 90).
NOTE: Changing this port may cause connectivity issues on networks that use routers and
firewalls. The URL http://myserver/ProficyPortal will no longer work. Use the following
URL instead: http://myserver:##/ProficyPortal (where ## is the assigned port).

Use the following sections to help you get started with Proficy Portal.
Hosting Proficy Portal on Apache - refer to this section if you are using Apache
as a web server for Proficy Portal.
Configuring the Proficy Portal Server - refer to this section if you are setting up
the Proficy Portal Server.
Configuring the Proficy Portal Client - refer to this section if you are running an
Proficy Portal client session for the first time.
47
Proficy Portal 3.5
Logging into Proficy Portal - refer to this section if you are logging into Proficy
Portal as a client.
Using Proficy Portal Documentation - refer to this section for information about
the Proficy Portal documentation.
Hosting Proficy Portal on Apache

You can run Proficy Real-Time Information Portal on either an IIS web server, or an
Apache web server. Proficy Portal 3.5 ships the Apache 2.2.15 (httpd-2.2.15-win32-x86-
no_ssl.msi) web server along with the Proficy Portal application. If the Proficy Portal
installation program does not detect an IIS web server on your system, then Proficy Portal
prompts you to install and configure the Apache 2.2.15 (httpd-2.2.15-win32-x86
no_ssl.msi) web server provided with the Proficy Portal application.
Alternatively, if you have any problems configuring the Apache 2.2.15 web server, then
you can run the ConfigureApacheHTTPServer.bat batch file at the end of the Portal
product installation. The .bat file can be found in the Proficy Portal install directory at:
<InstallDir>\Proficy\Proficy Portal\webapps\infoAgentSrv\.
NOTE: The minimum required version of Apache is 2.2.15. If you have any other version
of Apache Web Server installed, you must remove it before installing Proficy Portal 3.5.
IMPORTANT: It is not recommended to use any other Apache versions other than 2.2.15
(httpd-2.2.15-win32-x86-no_ssl.msi).
In some cases if you want to use any other version of Apache other than 2.2.15 (httpd-
2.2.15-win32-x86-no_ssl.msi), then you have the option to install and configure other
versions of Apache. For more information about installing and configuring other versions
of Apache, refer to Configuring Proficy Portal on Apache section.
Configuring Proficy Portal on Apache

IMPORTANT: It is not recommended to use any other Apache versions other than 2.2.15
(httpd-2.2.15-win32-x86-no_ssl.msi).
In some cases if you want to use any other versions of Apache other than 2.2.15 (httpd-
2.2.15-win32-x86-no_ssl.msi), then you have the option to install and configure other
versions of Apache.
48
NOTE: If you have any version of Apache Web Server installed, you must remove it
before installing Proficy Portal 3.5.
2. During the installation, you will be prompted to install the Apache as the web
server. Click YES.
4. Restart the computer when prompted.
5. Uninstall Apache 2.2.15 which is installed along with Proficy Portal 3.5
application.
6. Install the required version of Apache.
After installing required version of Apache, then you must complete the following steps:
The minimum required version of Apache is 2.0.52. For additional system requirements,
refer to System Requirements the System Requirements section.
Proficy Portal installs the following files to support Apache:
mod_jk.conf
mod_jk_1.2.6_2.0.50.dll
49
Proficy Portal 3.5
IMPORTANT: If you are using Apache 2.02.39 or later, then you must download the
latest binaries and copy the binaries to the Apache modules (by default, C:\Program
Files\Apache Group\Apache). For more information on the latest binaries and supported
versions, refer to http://www.apache.org/dist/tomcat/tomcat-
connectors/jk/binaries/win32/jk-1.2.28/
NOTE: The following instructions assume that Proficy Portal has been installed to the
default location: C:\Program Files\Proficy\Proficy Portal. It is also assumed that Apache
has been installed to the location: C:\Program Files\Apache Group\Apache. If these
installation locations are different, you must modify this procedure accordingly.
1. If IIS is running on the server machine, ensure that it is either disabled or moved
to another port (e.g., port 90). See Resolving Port Conflicts the Resolving Port
Conflicts section for more information.
2. Stop the Proficy Portal server.
3. Stop the Apache server.
4. Locate the httpd.conf file in the following location:
C:\Program Files\Apache Group\Apache2\conf
5. Open the Apache httpd.conf file in Notepad, scroll to the end of the file, and
insert the following at the end on a blank line:
Include "C:/Program Files/Proficy/Proficy Portal/conf/mod_jk.conf"
6. Also, in the httpd.conf file, add the following:

#
# DirectoryIndex: [Name of the file or files to use as a pre-written
HTML]
# directory index. [Separate multiple entries with spaces]
#
<IfModule mod_dir.c>
DirectoryIndex index.html Default.htm
</IfModule>
7. Save and close the httpd.conf file.

8. Locate the mod_jk_1.2.6_2.0.50.dll file in:
C:\Program Files\Proficy\Proficy Portal\conf
50
and copy it to the Apache modules directory as specified:

C:\Program Files\Apache Group\Apache2\modules
IMPORTANT: If Apache is installed to a location other than C:\Program

Files\Apache Group\Apache2, you must edit the path in the mod_jk.conf file.
9. Start the Apache server.

10. Start the Proficy Portal server.
11. Open the following URL in your browser:
http://hostname/ProficyPortal/Default.htm
NOTE: Apache is case sensitive; IIS is not case sensitive.

http://hostname/proficyportal/default.htm will load on IIS, but not on Apache.
Configuring the Proficy Portal Server
After you install Proficy Portal, restart your computer. By restarting the Proficy Portal
server, you ensure the Java servlet engine starts correctly.
NOTE: You can also start the Java servlet engine manually after you install Proficy
Portal. To start the servlet engine, select Start Proficy Portal Server from the Proficy
Portal program group.
When the servlet engine is running, configure the Proficy Portal server by launching the
Proficy Portal client (Windows Start menu | All Programs | Proficy Portal 3.5 | Start
Proficy Real-Time Information Portal Server). When you select this menu item, the
browser launches, loads a web page, and runs the Java plug-in.
To simplify the setup and configuration of the Java plug-in, when you install Proficy
Portal on the server computer, you are asked if you want the Java plugin runtime to install
automatically if the Java run-time plug-in v6.0 update 22 is not found. If installing third-
party software conflicts with your company's policy, you can choose not to have the plugin
install automatically, but rather display a message of your own directing the users where to
the get the proper Java plugin runtime. Refer to Installing the Java Plug-in the Installing
the Java Plug-in section for more information.
Security is disabled by default. To log in, enter any name; you do not need a password or
51
Proficy Portal 3.5
domain name.
In the Proficy Portal application, select the Admin App button from the main toolbar
. The Administration application loads in the same browser window.
You are now able to set up security and add data sources. For more information about the
Administration application, refer to The Administration Application and Connectors and
Data Sources The Administration Application and Connectors and Data Sources sections
in the online help (open these books in the online help's Table of Contents).
52
Configuring the Proficy Portal Client
To start a Proficy Portal client, start your web browser and enter the URL:
http://<servername>/ProficyPortal, where <servername> is the address of your Proficy
Portal server. If you are unsure of the server name contact your system administrator.
NOTE: If SSL (security) is being used, you can enter "https" rather than "http" in the
URL. Contact your system administrator if you do not know which protocol to use.
When you install Proficy Portal on the server computer, you are asked if you want the Java
plugin runtime to install automatically if the Java run-time plug-in v6.0 update 22 is not
found. If installing third-party software conflicts with your company's policy, you can
choose not to have the plugin install automatically, but rather display a message of your
own directing the users where to the get the proper Java plugin runtime. The Java plug-in
is required on the client computer in order to view analysis displays. Refer to Installing the
Java Plug-in the Installing the Java Plug-in section for more information.
After the plug-in is installed, Proficy Portal prompts you for permission to run a Java
applet. This applet provides access to all Proficy Portal analysis displays. Select the Yes or
Always button in response to the prompt:
More Details displays information about the applet and its provider.
Yes grants access to the applet for this browser session only. The next time the
applet runs it will prompt you again.
No denies access to the applet and closes Proficy Portal.
Always grants access to the applet and does not prompt you again for
permission to run the Java applet.
After you respond to the applet prompt, Proficy Portal prompts you to log in. You can log
in by entering a login name, a password, and domain name/workgroup. See Logging into
Proficy Portal the Logging into Proficy Portal section for more information. If security is
disabled, you can enter any login name to start using Proficy Portal.
If Proficy Portal security is disabled, make sure you always use the same login name. This
ensures your analysis displays will always be saved to the same location in the system tree.
By default, Proficy Portal saves all your work in a folder that matches your login name.
Consequently, if you log in as jsmith, JohnSmith, and JohnS, you could have displays
53
Proficy Portal 3.5
saved in three different folders.

If security is enabled, Proficy Portal will use Windows security to authenticate users.
Before you can log into Proficy Portal, your system administrator must create the
necessary user and group accounts. Typically, your Proficy Portal login name, password,
and domain name/workgroup will match the text you enter to log into your local computer.
If it does not, consult your system administrator for the exact login information required.
Once you log in, the run-time environment starts and you are ready to analyze and
visualize data. For more information about accessing and analyzing displays in the run-
time environment, refer to Display Management in Run-time the Running Proficy Portal
section in the online help (open the 'Running Proficy Portal' book from the online help
Table of Contents.
54
Configuring the Connection Method to the Proficy

Portal Server
Proficy Portal 3.5 uses http/https or RMI protocols as a connection method to connect to
the Proficy Portal Server.
Connection method with RMI protocol:

By default, installing Proficy Portal 3.5 uses the RMI protocol to connect to the Proficy
Portal Server.
If you want to use RMI with SSL, then you must export certificates using IIS 6.0. For
more information about exporting certificates, refer to Exporting Certificates using IIS 6.0.
Connection method with http protocol:

If you want to use HTTP as a connection method to the Proficy Portal Server, then you
must configure the default connection RMI to HTTP.
If you want to use RMI with SSL, then you must export certificates using IIS 6.0. For
more information about exporting certificates, refer to Exporting Certificates using IIS 6.0.
To configure http as a connection method:

1. Locate the web.xml file at:
[Proficy Portal installation location]:\webapps\infoAgentSrv\WEB-INF.
2. Open the web.xml file in Notepad, and find the UseRMI protocol between <init-
param> and </init-param> as show below:
<init-param>
<param-name>UseRMI</param-name>
<param-value>true</param-value>
55
Proficy Portal 3.5
</init-param>
3. Set the param-value to "false" as shown below:
<<init-param>
<param-value>false</param-value>
</init-param>
NOTE: If you want to configure RMI as a connection method, then set the param-
value to "true".
4. Save and close the web.xml file.
5. Restart the Proficy Portal Server.
Proficy Portal now uses HTTP as a connection method to connect to the Proficy
Portal Server.
Note:
Portal 3.5 uses RMI as the default connection method. If RMI connection fails,
then you must manually configure HTTP as a connection method.
Connection method with https protocol:

If you want to use https, you must purchase a server certificate and install it within IIS. To
make https as the default, it is recommended that IIS be configured to require secure
communications (SSL protocol).
IMPORTANT: It is recommended that you purchase a server certificate and install it within IIS or
Apache and use HTTPS as your communication protocol.
56
Configuring the Proficy Portal Server Timeout

value to return data
Proficy Portal provides a time-out limit for the server to return data. If the server fails to
return data within the time-out limit, the server displays a Connection Timeout message.
NOTE: If you need to return (that is, retrieve, upload or refresh) the data, click OK and try
again.
You can also configure the maximum time-out limit allowed to return the data between the
Portal client and the server. To configure the time-out limit, do the following:
1. Locate the web.xml file at:
[Proficy Portal installation location]:\webapps\infoAgentSrv\WEB-INF.
2. Open the web.xml file in Notepad, scroll to the end of the file, and find the
maximum Timeout limit between <init-param> and </init-param> as show below:
<init-param>
<param-name>NetworkTimeout</param-name>
<param-value>30</param-value>
</init-param>
3. Enter a new maximum time-out limit in between <param-value> and </param-
value>. For example in the above sample code time-out the limit is set to 30
seconds.
NOTE: The maximum time out value should be more than 10 seconds.
4. Save and close the web.xml file.
5. Restart the Proficy Portal Server.
57
Proficy Portal 3.5
Logging into Proficy Portal
To log into Proficy Portal:

1. If you have not already done so, enter the URL
http://<servername>/ProficyPortal in your browser to start Proficy Portal, where
<servername> is the address of your Proficy Portal server (this method can be
used for logging into Proficy Portal from a client or server machine).
NOTE: If SSL (security) is being used, you can enter "https" rather than "http" in the
URL. Contact your system administrator if you are unsure.
On the server machine, you can log into Proficy Portal by choosing Proficy Portal
from the Proficy Portal 3.5 program group (click the Start menu | Programs |
Proficy Portal 3.5 | Proficy Real-Time Information Portal).
2. When prompted, enter your login name and password.
If security is disabled, you can log in with any user name (no password is
required). If security is enabled, contact your system administrator to obtain your
login information.
58
NOTE: Do not use the following special characters in the User Name field: \, @, *, ?, /,
<, >.
3. Click Login.
NOTE: If you receive a message that states `You are not authorized to view this page', and
you are connecting to the Internet via a local area network (LAN), make sure your web
browser is set to bypass the proxy server for local addresses. See your browser's online
help documentation for more information.
NOTE: If you are prompted to log into Proficy Portal twice (and the second time you are
granted access), check that the server's computer name does not contain any special
characters. Special characters include any characters other than a-z, 0-9, and hyphen. If
the host computer name does contain special characters, change the name to valid
characters. However, be aware that renaming the host computer name can cause some
applications to stop working. For example, if you run an SQL server on a machine and
change its name, you may have to re-run the SQL setup from the installation CD.
What you can do in Proficy Portal depends on your security settings. For example, you
may have permissions to access the run-time environment only. If you need to make
changes to a display, you must have access to the configuration environment. For more
information on environments, see Using Proficy Portal Environments refer to the online
help topic Using Proficy Portal Environments (type 'Proficy Portal environments' in the
online help Search feature). For more information on the Proficy Portal sample system, see
Using the Sample System refer to the Using the Sample System section.
59
Proficy Portal 3.5
Using Proficy Portal Documentation
The following types of help are available in Proficy Portal:

Electronic books (online help) the combination of books makes up a web-
based help system. This help system can be accessed from Proficy Portal's Help
menu, or from Help buttons on dialog boxes and windows. The Getting Started
Guide is an electronic book also available as a printed manual.
Properties help if you have the Enterprise edition of Proficy Portal, help is
available for all shapes by right-clicking on the shape (in Configuration mode)
and choosing Properties. Click on any property and the description is provided
below the properties list.
Important Product Information release-specific product information
including a description of the new features in the release, known issues, defects
that have been fixed since the last product release, as well as system and
connector requirements. You can access the IPI help file either during the Proficy
Portal installation, or after the installation from the Start menu Programs group or
from the Proficy Portal Electronic books (online help) table of contents.
60
Using the Sample System
The Proficy Portal sample system demonstrates many of the features and capabilities of
Proficy Portal. You can use the sample system as a learning tool to generate ideas about
the types of displays you can create. While using the sample system, if you find a display
that works well in your own application, feel free to use it. Many of the sample analysis
displays were designed to be flexible for this purpose.
Before Using the Sample System

The sample system is designed to run on the Proficy Portal server.
You can access the sample system from the SampleSystem window provided with Proficy
Portal. From the AllUsers folder, select SampleSystem, and on the display window that
appears on the right, click the link 'Logon to the sample system'. If security is not enabled,
you will see the sample system as soon as you click the link.
If security is enabled, a number of options are available for logging onto the Sample
System. The system administrator must first add the 'SampleUser' user in Windows
security. For information on setting up Windows users, refer to your Windows online help.
After the user has been set up, the Sample System can be accessed in the following ways:
Log into Proficy Portal as SampleUser (with the set password).
Add the user to the SampleSystem role, and then log in as that user.
Use the links on the Overview and/or SampleSystem displays. However, if you
want a user to be able to click one of these links to access the Sample System,
you must modify the Login command of the link and add the password you have
set for the SampleUser user. For example:
a. In the SampleSystem display, in Configure mode, right-click the 'Logon
to the sample system' link and select Commands from the context menu.
b. On the Configure Actions and Commands dialog box, double-click
'Login Command' (in Current Configured Commands).
c. On the Login Command dialog box, enter the password and click OK.
61
Proficy Portal 3.5
To use real time data, the iFIX Sample System must be running on the Proficy Portal
server. Real time data is used in the Enterprise edition 'Graphics' sample displays and in
the Historian edition 'TimeBasedTrending' sample display.
It is recommended that the sample system is run in non-Demo mode to ensure it does not
time out. In the event the iFIX Sample System times out, stop the Proficy Portal server and
then restart the iFIX server.
To use the Historian Edition sample displays, the SampleSystem_iHistorian data source in
the Administration application should be changed to have a valid server name, username,
and password. In addition, the Historian archive should have at least one hour of data and
should include Simulation tags 00001 through 00010 and Simulation string tags 00001
though 00005. These tags must be created with no prefix added to the tag names. For more
information on adding/making changes to data sources in Proficy Portal, see Adding an
iHistorian Data Source refer to the Adding a iHistorian Data Source in the online help
(type 'Historian' in the online help's Index feature).
Accessing the Sample System

To access the Proficy Portal Sample System, you must log in as 'SampleUser'.
Alternatively, any user may be assigned to the 'SampleSystem' role. If that is the case, you
can access the Sample System from the system tree and will not need to log in as another
user. Check with your system administrator for the login name and password required.
After clicking the 'Logon to the sample system' link on the main Sample System page, or
after selecting 'SampleSystemHome' in the SampleSystem folder (in the system tree), you
will see a window similar to the following:
62
System Tree: click here to access sample system displays.
Toolbar
Display window
63
Proficy Portal 3.5
The Sample System consists of the following:

Historian Edition Displays sample displays that can be used with Proficy
Portal Historian and/or Enterprise editions.
Enterprise Edition Displays sample displays that can be used with Proficy
Portal Enterprise Edition.
Proficy Portal Tour a slide presentation that introduces Proficy Portal
architecture and features. The Proficy Portal Tour can be accessed from the
Sample System Home display, Historian Edition main display, or the Enterprise
Edition main display.
Scratch Pad a blank display that is used during product demonstrations to
show interactive analysis, application building, and natural presentation. The
Scratch Pad can be accessed from the System Tree.
Navigating the Sample Displays

You can navigate the Sample System in two ways:
Using the System Tree as shown in the following picture, you can expand
folders and select displays in the System Tree pane. The sample display that you
select will appear in the right (Display) pane.
Using hyperlinks in the Display window as shown in the following picture, you
can navigate through the sample displays by clicking hyperlinks in the Display
window.
64
For example, if you click the Historian Edition hyperlink, you will see the
following window:
65
Proficy Portal 3.5
From this window, you can click on the Time Based Trending or Event Based
Trending hyperlinks to open the sample displays.
Remote Access of the Sample System and Proficy Portal

Tour
If you want to access the Sample System and the Proficy Portal Tour from a machine that
does not have Proficy Portal installed (that is, remotely accessing a Proficy Portal server),
several hyperlinks and web links must be changed so that the correct server, port, and
virtual directory name are referenced.
To change a hyperlink, in Configure mode, right-click the link and choose Edit
Hyperlink. Make the changes in the Configuration dialog box. For more information on
hyperlinks, see Hyperlinks the Hyperlinks topic in the online help (type 'Hyperlinks' in the
online help's Index feature). To change a web link, right-click the web link in the displays
66
tree and choose Properties. Make the changes in the Properties dialog box. For more
information on web links, see Creating a Web Link the Creating a Web Link topic in the
online help (type 'web links' in the online help's Index feature).
Required Changes:
In the following hyperlinks, replace the localhost in the URL string with the server name,
add the port number if it is not port 80, and replace ProficyPortal with the virtual directory
name (if it is different):
NOTE: The port number is appended to the server name. For example, if your port number
is 90: http://YourServerName:90/ProficyPortal/...
In the SampleSystemHome display: Proficy Portal Tour and Sample System
Help.
In the EnterpriseEdition display: Proficy Portal Tour and Sample System Help.
In the HistorianEdition display: Proficy Portal Tour and Sample System Help.
In the EnterpriseEdition/Quality/Shaft12334/Home display: Inspection Method
Sheet.
In the following web links, replace the localhost in the URL string with the server name,
add the port number if it is not port 80, and replace ProficyPortal with the virtual directory
name (if it is different):
In EnterpriseEdition/PlantApplications: DownTimeReport and Machine Times.
In ProductTour: TechnicalProductPresentation.
Accessing the Sample System Walk-through

A link to the Sample System Walk-through is available on the main Sample System page,
as well as on the Historian main sample page and the Enterprise main sample page (as
shown in the following image). Click the Sample System Help link to access information
on the sample displays, such as how to use the objects in the displays, and how the
displays are built.
67
Proficy Portal 3.5
To use the Sample System walk-through while navigating the Sample System, you can:
Print the Sample System walk-through. From the Sample System help, right-click
on the topic and choose Print.
or
Use the keyboard combination ALT+TAB to switch between the Proficy Portal
window and the help viewer window.
68
Frequently Asked Questions
The following will provide answers to common questions and problems:
Why does Proficy Portal time out?
How does security work?
Why do my displays run slower after converting from v1.1?
How do I access the Proficy Portal release notes?
How to I run Proficy Portal through a firewall?
Why does Proficy Portal time out?

If you do not have a Proficy Portal hardware key, you can run the product in Demo mode,
which will cease operation after two hours. To run the Proficy Portal server for more than
two hours, you need to purchase a hardware key. Refer to Proficy Portal Licensing and
The Hardware Key the Proficy Portal Licensing and The Hardware Key sections.
If you do have a key but it is not recognized, the Proficy Portal server starts in Demo mode
as well. Contact GE Intelligent Platforms Technical Support (see the Technical Support
section) if your key is not recognized.
How does security work?

Proficy Portal security uses the concept of roles to manage security. Through the use of
roles, you can assign users different levels of access to various Proficy Portal features.
For example, you can create two roles: Supervisors and Operators. To the Supervisors role,
you can assign rights to both the configuration environment and the run-time environment;
to the Operators role, you can assign rights to only the run-time environment. When a user
connects to the Proficy Portal server, and has been given Operators rights, the user will
only be able to view displays. If the user has been given Supervisors rights, they will be
able to configure those displays as well.
You can configure multiple roles and have different privileges assigned to each role.
69
Proficy Portal 3.5
Privileges restrict access to environments, applications, specific tasks, and specific

displays. You can also assign privileges to individual users.
For more information, refer to Securing Proficy Portal the Securing Proficy Portal online
help topic (type 'security' in the online help's Index feature).
How do I access the Proficy Portal release notes?

The Proficy Portal Release Notes are part of the product IPI (Important Product
Information).
How do I run Proficy Portal on 64-bit Windows (IIS

7.0 or 7.5)?
When you are installing Microsoft Internet Information Services (IIS) web server 7.0 or
7.5, you must enable IIS 6 Management Compatibility check box to run Proficy Portal.
Refer to Installing Internet Information Services for more information.
How do I run Proficy Portal through a firewall?
The following instructions explain how to configure your Proficy Portal server so that it
can be accessed through a firewall. This information is intended for system administrators.
1. Forward ports 80, 1099, and an additional port in the IANA unassigned range
(see http://www.iana.org/assignments/port-numbers) to the Proficy Portal server.
The additional port will be used as the RmiOutgoingPort.
2. After forwarding the ports, change the RmiOutgoingPort in the web.xml file. The
file can be located in:
70
Frequently Asked Questions
\Proficy Portal\webapps\infoAgentSrv\WEB-INF
In the web.xml file, change the zero (0) to the port number you forwarded. In the
following example, the RmiOutgoingPort number is 33000. Actual change is
shown in red text.
Change this:
<init-param>
</init-param>
<init-param>
<param-name>RmiRegistryPort</param-name>
</init-param>
<init-param>
<param-name>RmiOutgoingPort</param-name>
</init-param>
To this:
<init-param>
</init-param>
<init-param>
<param-name>RmiRegistryPort</param-name>
</init-param>
71
Proficy Portal 3.5
<init-param>
<param-name>RmiOutgoingPort</param-name>
</init-param>
3. Restart the Proficy Portal server.
72
Index
Apache web server frequently asked questions ..................... 65

hosting Proficy Portal ......................... 43 hardware key .......................................... 13
Apache web server.................................. 43 Historian edition
client configuration ................................. 47 connectors............................................. 9
client requirements ................................. 23 features ................................................. 5
configuring the Proficy Portal client....... 47 Historian edition ....................................... 5
configuring the Proficy Portal server ...... 46 installing Proficy Portal
connector requirements........................... 23 before you install ................................ 28
connectors ................................................. 9 creating the jakarta virtual directory ... 39
Contact GE Intelligent Platforms............ 20 creating the virtual directory............... 38
documentation installing the hardware key ................. 13
overview ............................................. 54 installing the ISAPI filter.................... 40
documentation ........................................ 54 installing the Java plugin applet ......... 41
drivers ..................................................... 10 overview ............................................. 23
editions quick start ........................................... 28
connectors ............................................. 9 server requirements ............................ 23
overview ............................................... 5 system requirements ........................... 23
editions ..................................................... 5 troubleshooting ................................... 37
Enterprise edition uninstalling ......................................... 36
connectors ............................................. 9 upgrading from previous version ........ 31
features ................................................. 5 installing Proficy Portal .......................... 29
Enterprise edition...................................... 5 introduction to Proficy Portal
firewall.................................................... 66 connectors............................................. 9
73
Proficy Portal 3.5
drivers ................................................. 10 creating ............................................... 38

editions ................................................. 5 Proficy Portal virtual directory ............... 38
licensing .............................................. 11 quick start ............................................... 28
overview ............................................... 1 sample system
sharing displays .................................... 1 overview ............................................. 57
introduction to Proficy Portal ................... 1 sample system......................................... 57
ISAPI filter ............................................. 40 server configuration ................................ 46
jakarta virtual directory .......................... 39 starting the Proficy Portal client ............. 47
Java plugin applet system requirements ............................... 23
starting ................................................ 47 Technical Support................................... 20
Java plugin applet ................................... 41 troubleshooting
license consumption ............................... 19 installation problems .......................... 37
licensing for Proficy Portal ..................... 11 uninstalling Proficy Portal ...................... 36
logging into Proficy Portal...................... 52 upgrading Proficy Portal......................... 31
Proficy Portal web browsers
integrating with Apache...................... 43 versions supported .............................. 23
Proficy Portal editions .............................. 5 web browsers .......................................... 23
Proficy Portal virtual directory
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Proficy*

Real-Time Information Portal

Disclaimer of Warranties and Liability

Resolving Port Conflicts .......................................................................................... 47

What's New in Proficy Real-Time Information

Proficy Real-Time Information Portal Editions

Feature Historian Enterprise

Time selection object

Exporting chart data

Pen groups and

Proficy Historian support

GIF, JPEG, and PNG

Alarm Analysis object

Variable Control charts

Attribute Control charts

Relational database support

OPC server support

Proficy Real-Time Information Portal Connectors

Proficy Portal installs and configures the following drivers:

Proficy Portal Licensing

Two types of licensing is supported for Proficy Portal 3.5:

Client sessions Client sessions

This field... Describes...

Enterprise if the Enterprise edition is installed. If this field is set to true,

Key Version the current version of the hardware key.

OPC if the OPC option is enabled.

PI if the PI option is enabled. If the PI option has been purchased,

Using Existing Licensing

Installing the Parallel Port Hardware Key

Installing the USB Hardware Key

1. Save the .ilicense file to a directory of your choice.

Troubleshooting M1 Hardware Key Installation

Troubleshooting the Aladdin HASP USB Key

To reinstall Proficy Portal Licensing, follow these steps:

1. Uninstall both M1 Licensing and Proficy Common Licensing (from the

Replacing Defective M1 Hardware Keys

1. From the Windows Start menu, choose Run.

This tab... provides information about...

Licensing Info Customer name, order number, and license properties.

Other Options Proficy HMI/SCADA - iFIX/FIX runtime and baseline options.

HMI/SCADA- SCADA settings enabled on your system.

Drivers DRIVER settings enabled on your system.

FIX BOS FIX BOS components enabled on your system.

Real-Time Proficy Portal components enabled by your hardware key.

Batch Execution Batch Execution components enabled by your hardware key.

Historian Historian settings, such as Historian server, number of points, and

Common Questions About USB Hardware Keys

What does the light at the end of the key indicate?

If I move the USB key to another port is it automatically detected?

Proficy Portal License Consumption

Contact GE Intelligent Platforms

General Contact Information

Online technical support: www.ge-ip.com/support

Europe, Middle East, and Africa

Online technical support: www.ge-ip.com/support

Telephone: +800 1-433-2682

Online technical support & GlobalCare: www.ge-ip.com/support

Proficy Portal Server Hardware Requirements

RAM (GB) 2 GB.

Processor Type Intel core family.

CPU Speed (Ghz) 2.4.

Hard disk 500 MB of disk space for installation.

Proficy Portal Server Software Requirements

Operating System One of the following operating systems: