OperateIT

Process Portal A
Version 2.1
Installation Guide
 OperateIT
Process Portal A
Version 2.1

Installation Guide
NOTICE
The information in this document is subject to change without notice and should not be
construed as a commitment by ABB Automation Technology Products AB. ABB Automa-
tion Technology Products AB assumes no responsibility for any errors that may appear
in this document.

In no event shall ABB Automation Technology Products AB be liable for direct, indirect,
special, incidental or consequential damages of any nature or kind arising from the use
of this document, nor shall ABB Automation Technology Products AB be liable for inci-
dental or consequential damages arising from use of any software or hardware described
in this document.

This document and parts thereof must not be reproduced or copied without written per-
mission from ABB Automation Technology Products AB, and the contents thereof must
not be imparted to a third party nor used for any unauthorized purpose.

The software or hardware described in this document is furnished under a license and
may be used, copied, or disclosed only in accordance with the terms of such license.

This product meets the requirements specified in EMC Directive 89/336/EEC and in Low
Voltage Directive 72/23/EEC.

Copyright © 2002-2003 ABB Automation Technology Products AB.

All rights reserved.

Release: March 2003

Document number: 3BSE 026 000R301

TRADEMARKS
Registrations and trademarks used in this document include:

The IndustrialIT wordmark and all product names in the form XXXXXXIT mentioned herein
are registered or pending trademarks of ABB.

Process Portal A Trademark of ABB Ltd., Switzerland.

Microsoft Registered trademark of Microsoft Corporation.

Windows Registered trademark of Microsoft Corporation.

Windows 2000 and MS-DOS Registered trademarks of Microsoft Corporation.

ActiveX and Visual Basic Registered trademarks of Microsoft Corporation.

PostScript Registered trademark of Adobe Systems Inc.

Acrobat Reader Registered trademark of Adobe Systems Inc.

Ghost Registered trademark of Symantec Corporation.

 TABLE OF CONTENTS

About This Book

0.1 General ........................................................................................................................7
0.2 Use of Warning, Caution, Information, and Tip Icons ................................................7
0.3 Document Conventions ...............................................................................................9
0.4 Terminology...............................................................................................................10
0.5 Abbreviations ............................................................................................................16
0.6 Related Documentation .............................................................................................17

Section 1 - Installation
1.1 Installation Overview for New System .....................................................................19
1.2 Installation Overview for Upgrades of Process Portal A ..........................................20
1.3 System Configurations ..............................................................................................21
1.4 Required Computer Hardware...................................................................................24
1.4.1 Hardware Recommendations ......................................................................24
1.5 Required Software and Settings in the PC ................................................................25
1.5.1 Windows 2000 Users and Groups ...............................................................25
1.5.2 General Requirements .................................................................................25
1.5.2.1 Example...................................................................................28
1.5.3 Software Requirements ...............................................................................29
1.5.4 Preparation before Installation ....................................................................30
1.5.5 Disks and File System (in Windows 2000) .................................................31
1.5.5.1 Disks ......................................................................................31
1.5.5.2 Fragmentation .........................................................................31
1.5.5.3 File System..............................................................................31
1.5.6 Configuration of Virtual Memory ...............................................................31

3BSE 026 000R301 5

Table of Contents

1.5.7 Network Configuration ............................................................................... 32

1.5.7.1 Name Resolution..................................................................... 32
1.5.7.2 Location of Windows 2000 Domain Controllers.................... 32
1.5.7.3 Network Settings..................................................................... 33
1.5.8 Miscellaneous Windows 2000 Settings ...................................................... 33
1.5.9 Deactivate the Power Save Function .......................................................... 34
1.6 Ghost Backup ............................................................................................................ 35
1.7 Backup and Restore Function ................................................................................... 35
1.8 Process Portal A Software Installation and
Configuration Order............................................................................................. 35
1.8.1 Process Portal A Node Configuration......................................................... 36
1.8.1.1 Single Node Configuration ..................................................... 37
1.8.1.2 Installation Procedure ............................................................. 38
1.8.1.3 Multiple Node Configuration.................................................. 50
1.8.2 Start the Configuration Wizard ................................................................... 51
1.8.3 How to remove Process Portal A ................................................................ 51

INDEX .......................................................................................................................... 55

6 3BSE 026 000R301

 About This Book

0.1 General
This book describes how to install the Process Portal A.
Information about the Process Portal A and related products can be found
in the Process Portal A Product Guide.
Information in this Installation Guide is intended for system administrators
(people who are in charge of installing the product).
As a prerequisite, you should understand how to install products under
Windows 2000.

0.2 Use of Warning, Caution, Information, and Tip Icons

This publication includes Warning, Caution, and Information where appropriate
to point out safety related or other important information. It also includes Tip to
point out useful hints to the reader. The corresponding symbols should be
interpreted as follows:

Electrical warning icon indicates the presence of a hazard which could result in
electrical shock.

Warning icon indicates the presence of a hazard which could result in personal
injury.

3BSE 026 000R301 7

Use of Warning, Caution, Information, and Tip Icons About This Book

Caution icon indicates important information or warning related to the concept

discussed in the text. It might indicate the presence of a hazard which could result in
corruption of software or damage to equipment/property.

Information icon alerts the reader to pertinent facts and conditions.

Tip icon indicates advice on, for example, how to design your project or how to use
a certain function

Although Warning hazards are related to personal injury, and Caution hazards are
associated with equipment or property damage, it should be understood that
operation of damaged equipment could, under certain operational conditions,
result in degraded process performance leading to personal injury or death.
Therefore, comply fully with all Warning and Caution notices.

8 3BSE 026 000R301

 About This Book Document Conventions

0.3 Document Conventions

The following conventions are used for the presentation of material:
• The words in names of screen elements (for example, the title in the title bar of
a window, the label for a field of a dialog box) are initially capitalized.
• Capital letters are used for the name of a keyboard key if it is labeled on the
keyboard. For example, press the ENTER key.
• Lowercase letters are used for the name of a keyboard key that is not labeled on
the keyboard. For example, the space bar, comma key, and so on.
• Press CTRL+C indicates that you must hold down the CTRL key while
pressing the C key (to copy a selected object in this case).
• Press ESC E C indicates that you press and release each key in sequence (to
copy a selected object in this case).
• The names of push and toggle buttons are boldfaced. For example, click OK.
• The names of menus and menu items are boldfaced. For example, the File
menu.
– The following convention is used for menu operations: MenuName >
MenuItem > CascadedMenuItem. For example: select File > New > Type.
– The Start menu name always refers to the Start menu on the Windows
Task Bar.
• System prompts/messages are shown in the Courier font, and user
responses/input are in the boldfaced Courier font. For example, if you enter a
value out of range, the following message is displayed:
Entered value is not valid. The value must be 0 to 30.
You may be told to enter the string TIC132 in a field. The string is shown as
follows in the procedure:
TIC132
Variables are shown using lowercase letters.
sequence name

3BSE 026 000R301 9

Terminology About This Book

0.4 Terminology
The list contains terms and abbreviations that are unique to ABB or have a usage or
definition that is different from standard industry usage.

Term Description
ActiveX Microsoft standard for user interface components, based
on definition of software interfaces.
Aspect An aspect is a description of some properties of a real
world entity. The properties described could be
mechanical layout, how the object is controlled, a live
video image, name of the object etc. In the Aspect
Integrator Platform is an aspect residing in an Aspect
Object. Some examples of aspects are circuit diagram,
process display and control logic.
Aspect Category A specialization of an aspect type. For example, the
aspect type Graphic Display includes the categories
Overview, Group and Object Display.
Aspect Integrator A collection of software that forms the basis for an
Platform IndustrialIT System, and provides the development and
execution environment for IndustrialIT Compliant
applications. The Aspect Integrator Platform includes the
Aspect Framework.
Aspect Objects A computer representation of a real world entity like a
pump, a valve, an order or a virtual object like a service.
This computer representation is implemented by the
Aspect Integrator Platform. An Aspect Object works like
an information container for it’s aspects.

10 3BSE 026 000R301

 About This Book Terminology

Term Description
Aspect Object Type An Aspect Object Type defines certain characteristics
that are shared between several Aspect Object
instances, such as a basic set of common aspects.
This makes it possible to create and efficiently re-use
standardized solutions to frequently recurring problems.
For example, rather than building an Aspect Object from
scratch for every valve in a plant, you can define a set of
valve types, and then create all valve objects of these
instances.
Aspect Server A server that runs the central functions of the Aspect
Object architecture, such as Aspect Directory, Structure
and Name Server, Cross Referencing, File Set
Distribution, etc.
The Aspect Server is normally used as Windows domain
controller for the control and client/server networks.
Aspect System A software system, which implements one or several
aspect types by providing one or several aspect system
objects.
Client Client is the part of the software that supply data to a
subscriber.
Client/Server Network A client/server network is used for communication
between servers, and between workplaces and servers.
Connectivity Product Connectivity components, up-loader, supporting aspect
systems (e.g for the configuration), and graphical
elements, faceplates, Aspect Object Types, etc.,
bundled together to provide the integration of a certain
type of devices into the IndustrialIT system.
Connectivity Server A server that provides access to controllers and other
sources for real-time data, historical data, and alarm and
event data. A Connectivity Server runs services related
to OPC/DA, OPC/AE, OPC/HDA and SysMag.

3BSE 026 000R301 11

Terminology About This Book

Term Description
Faceplate A faceplate is an aspect that provides a graphical
representation of a certain aspect object, with
presentation of certain properties related to the object,
and mechanism for operator interaction such as on/off,
increase/decrease, etc. Aspect Object types often
include several faceplate aspects, providing different
presentation and interaction possibilities.
Graphic Display A graphic display is an aspect that provides a visual
presentation. It consists of static graphics representing
for example tanks, pipes etc., and graphic elements that
present dynamic information. Graphic displays are often
used to present the state of a process or a part of a
process, but are useful in any context where dynamic
graphical information is needed.
IndustrialIT IndustrialIT is the umbrella concept for ABB’s vision for
enterprise automation.
IndustrialIT System A computer system that implements (part of) the
IndustrialIT vision. Aspect Integrator Platform is an
example of such a system.
Node A computer communicating on a network e.g. the
Internet, Plant, Control or IO network. Each node
typically has a unique node address with a format
depending on the network it is connected to.
OPC An application programming interface defined by the
standardization group OPC Foundation. The standard
defines how to access large amounts of real-time data
between applications. The OPC standard interface is
used between automation/control applications, field
systems/devices and business/office application.

12 3BSE 026 000R301

 About This Book Terminology

Term Description
Plant Explorer An application that is used to create, delete and
organize Aspect Objects and Aspects within the Aspect
Integrator Platform. The plant explorer organizes the
Aspect Objects in structures according to functionality,
location etc.You can also use it to browse and search the
structures of the plant.
Process Portal A Product containing functionality for efficient control and
supervision of an automated process. Key functions are
presentation of process graphics, process dialogs and
presentation of alarms and trends.
Permission A permission groups a set of operations that require the
same authority. For each operation defined for an
aspect, the aspect category specifies the permission
needed to use that interface.
Process Object A process concept/equipment e.g. valve, motor,
conveyor or tank.
Product Family A range of products within a Product Suite, forming a
scalable offering.
Examples: a range of controllers, a family of I/O
Products.
Product Suite Product with similar functionality are kept together in a
suite. Suite names have a superscripted IT-suffix.
Examples: OperateIT, ControlIT, IntegrateITetc.
Property A data field on an aspect of an Aspect Object that can be
accessed through OPC using the standard Aspect
Object reference syntax.
A data field on an ActiveX control accessible from the
Visual Basic editor.

3BSE 026 000R301 13

Terminology About This Book

Term Description
Security Security controls a user’s authority to perform different
operations on Aspect Objects, depending on several
parameters:
• The user’s credentials, as provided by Windows
• The node where the user is logged in. This makes it
possible to give a user different authority depending
on where he/she is located, e.g. close to the
process equipment, in a control room, or at home
accessing the system through Internet.
• The operation the user wants to perform the
operation on.
Server A node that runs one or several Afw Services.
It is the part of the software that supply data to a
subscriber.
Structure A hierarchical tree organization of Aspect Objects.
Each structure is used to define a certain kind of relation
between Aspect Object. The functional structure defines
how a function can be divided into sub functions, the
location structure defines how different objects are
located within each other.
The control structure defines how functions are
executed by tasks, controllers etc. An Aspect Object can
be located in several structures, for example both in a
functional structure and in a location structure.
System Application A software package that provides functionality in the
IndustrialIT System. System applications cooperate
according to rules defined by the IndustrialIT
architecture, using mechanism provided by the Aspect
Integrator Platform. They are normally bundled into
System Products. To participate in Aspect Object
operations, and thus be an integrated part of an
IndustrialIT system, a system application must present
itself as an aspect system. When there is no risk for
confusion with user application, the term application may
be used instead of system application.

14 3BSE 026 000R301

 About This Book Terminology

Term Description
System Extension A system Extension consists of one or more applications
that are bundled as an extension to one or several
existing System Product(s). A System extension can
only be installed if (one of) the corresponding System
Product(s) has been installed previously.
System Product A system product consists of applications bundled
together with relevant parts of the Aspect Integrator
Platform. It is complete from installation point-of-view,
and requires only Windows 2000. Several System
Products can be installed on the same physical node.
Uploader An upload is used to import a configuration from
devices, to read in and build a set of Aspect Objects
from information present in the devices.
User application A configuration of software and hardware components
that applies to a specific problem, e.g. a specific process
control problem. A user application consists of a set of
simple and composite Aspect Object instances, with
parameter values and other configuration data for the
aspects, e.g control logic, process graphics, alarm and
event specifications, reports etc.
View An Aspect can have several ways to be presented
depending on the task performed, like viewing or
configuration. Each presentation form is called a view.
Workplace 1. User interactive functions that are combined for a
particular use, e.g, Operator Workplace.
2. A node that runs one or several workplace
applications.

3BSE 026 000R301 15

Abbreviations About This Book

0.5 Abbreviations
Term Description
CD Compact Disc
CPU Central Processing Unit
DHCP Dynamic Host Configuration Protocol
DNS Domain Name Server
DPI Dots per inch
GB Gigabyte
IP address Internet Protocol address
MB Megabyte
Mbps Megabits per second
MHz Megahertz
NetBIOS Network Basic Input Output System
NTFS NT File System
OEM Original Equipment Manufacturing
OLE Object Linking and Embedding
OPC OLE for Process Control
OS Operating System
PC Personal Computer
RAM Random Access Memory
RNRP Redundant Network Routing Protocol
SCSI Small Computer System Interface
SVGA Super Video Graphics Adapter
TCP/IP Transmission Control Protocol/Internet Protocol

16 3BSE 026 000R301

 About This Book Related Documentation

0.6 Related Documentation

Category Title Description
Software OperateIT Process Portal A This book explains how to use the
Alarm and Event Process Portal A Alarm and Event
User’s Guide functions. It covers alarm and event
configuration and presentation.
OperateIT Process Portal A This book describes how to configure
Graphics and use graphic aspects in Process
User’s Guide Portal A.
OperateIT Process Portal A This book covers how to use the
Graphics Builder Graphics Builder software to create
User’s Guide graphic aspects.
OperateIT Process Portal A This book describes the building blocks
Process Graphics Standard Building provided by ABB for the graphics in
Blocks Process Portal A.
User’s Guide
OperateIT Process Portal A This book describes how an operator
Operator’s Guide can control and operate a system.
OperateIT Process Portal A This book is intended as a guide for
Plant Engineering Methods plant engineering using
Reference Manual Process Portal A.
OperateIT Process Portal A This book describes how to use the
Trends and Historian Historian data logging and trend graphs
User’s Guide to view historical data.

3BSE 026 000R301 17

Related Documentation About This Book

Category Title Description

Software OperateIT Process Portal A This book describes everything about
(cont.) Workplace and Plant Explorer the user interface, for example how you
User’s Guide present information, navigate and
control objects.
IntegrateIT Aspect Integrator Platform This book describes how you configure
Administrator’s Guide products built on the Aspect Integrator
Platform and how you then perform
maintenance.
IntegrateIT Aspect Integrator Platform This book describes how to set security
Security in products built on the Aspect Integrator
User’s Guide Platform.
IntegrateIT Aspect Integrator Platform This book describes how to translate the
Translator’s Guide operator interface language in products
built on the Aspect Integrator Platform.

18 3BSE 026 000R301

 Section 1 Installation

1.1 Installation Overview for New System

This section will guide you through the installation procedures for the
Process Portal A. To be able to carry out the installation process, you need to
have Windows Administrator privileges.
First of all, if you have ordered your software to be pre-installed together with the
corresponding hardware from ABB, you can skip this chapter and go directly to the
IntegrateIT Administrator’s Guide, provided that you have made an appropriate
backup of your computer(s). If not, see Backup and Restore Function on page 35,
and perform the necessary backups.
If you are not starting with pre-installed computers, we recommend that you use
the installation steps as a compass. Here are the steps:
1. Read about the possible configurations in System Configurations on page 21.
You will need that information later.
2. Read about the required hardware in Required Computer Hardware on page 24.
Make sure your computers fulfill these requirements.
3. Read about what needs to be installed prior to the installation of the Process
Portal A software in Required Software and Settings in the PC on page 25.
In that section you will also find information and recommendations as regards
your:
– environment, see Preparation before Installation on page 30.
– disks and the file system, see Disks and File System (in Windows 2000)
on page 31.
– configuration of virtual memory, see Configuration of Virtual Memory on
page 31.

3BSE 026 000R301 19

Installation Overview for Upgrades of Process Portal A Section 1 Installation

– network configurations, see Network Configuration on page 32.

– Windows 2000 settings, such as those described in Miscellaneous
Windows 2000 Settings on page 33.
4. Read the Release Notes for information concerning the specific release of
the product.
5. Install Windows 2000 and the additional software according to Required
Software and Settings in the PC on page 25 and make sure that all settings are
in accordance with the recommendations.
6. Set up a Windows account for the Process Portal A users according to
Windows 2000 Users and Groups on page 25.
7. Install the Process Portal A Software according to Process Portal A Software
Installation and Configuration Order on page 35.
8. Make another full backup (if possible) of your computer(s) according to
Backup and Restore Function on page 35.
After making step 1-6, all the hardware and software are installed and you have
valid backups of all your computers. You are all set to go into the world of
Aspect ObjectsTM. In the IntegrateIT Administrator’s Guide you will learn how to
set up the installed software into the configurations described in System
Configurations on page 21.

1.2 Installation Overview for Upgrades of Process Portal A

Follow the steps below for upgrade of the Process Portal A:
1. Save existing application data by using the Import/Export tool.
For further instructions and details see The Import/Export Function in the
IntegrateIT Administrator’s Guide.
2. Remove Process Portal A, see How to remove Process Portal A on page 51.
3. Check whether you need to add or upgrade any software to meet the
requirements in General Requirements on page 25 and make sure that all
settings are in accordance with the recommendations.
4. Install the new Process Portal A Software according to Process Portal A
Software Installation and Configuration Order on page 35.

20 3BSE 026 000R301

Section 1 Installation System Configurations

5. Create a new system. See IntegrateIT Administrator’s Guide for more

information.
6. If you have application data from an earlier version of Process Portal A,
then see IntegrateIT Administrator’s Guide for more information. Only import
your own application data, i.e. non standard
Process Portal A aspect objects.
7. Make another full backup (if possible) of your computer(s) according to
Backup and Restore Function on page 35.

1.3 System Configurations

You can configure the installed Process Portal A software to run as:
• Process Portal A Client
You can view and configure aspects from a client.
• Process Portal A Aspect Server
It contains all aspect objects including their aspects.
• Process Portal A Connectivity Server
It communicates with the controller, and hence accesses data and alarms from
there.
The minimum configuration is Aspect Server, Connectivity Server and client on the
same PC. It is possible to expand the configuration by distributing the servers and
the client to separate PC nodes. The Aspect and Connectivity Servers can, but do
not have to, be installed on the same node.
It is recommended to run Aspect Server and Connectivity Server on separate nodes
(separate PC’s) when:
• Combining both of them on one node would cause the load to become
unacceptably high on that PC. See recommendations in each
Connect Product Guide.
For example the AC 800M/C Connect requires the distributed configuration.
It is not optimal to run the Aspect and Connectivity Servers on the same PC.

3BSE 026 000R301 21

System Configurations Section 1 Installation

The following two figures are configuration examples:

7&3,3

3URFHVV3RUWDO$
&OLHQW
$VSHFW6HUYHU
&RQQHFWLYLW\6HUYHU

&RQWURO
1HWZRUN

&RQWUROOHU &RQWUROOHU &RQWUROOHU

Figure 1-1 Configuration 1

22 3BSE 026 000R301

Section 1 Installation System Configurations

7KLQ&OLHQWV

)LUHZDOO
:RUNSODFHV

3ODQW1HWZRUN

Connectivity Aspect
6HUYHU Server &RPELQHG6HUYHU:RUNSODFH

&RQWURO1HWZRUN

&RQWUROOHUV

)LHOGEXV
5HPRWH,2DQG
)LHOG'HYLFHV

Figure 1-2 Configuration 2

For more configuration examples see Process Portal A Product Guide.

3BSE 026 000R301 23

Required Computer Hardware Section 1 Installation

1.4 Required Computer Hardware

1.4.1 Hardware Recommendations
Table 1-1 Hardware Recommendations

Hardware Client requirements Server requirements

Processor Pentium IV 500 MHz as Pentium IV 733MHz as
minimum. minimum.
Memory 512 MB 512 MB
Virtual memory minimum Virtual memory minimum
800 MB 1,5 GB
Disk 9 GB minimum free space. 9 GB minimum free space.
SCSI disk recommended. SCSI disk recommended.
Network Interface Card Ethernet, 10 Mbps or faster. Ethernet, 10 Mbps or faster
100 Mpbs recommended.
Graphic Card SVGA graphic card, 16-32 MB. SVGA graphic card.
1280x1024 dpi is the
recommended minimum
resolution.
Monitor Large Monitor recommended. ---
(19” or more)
Resolution:
- recommended 1280 x 1024
UPS Recommended Recommended

24 3BSE 026 000R301

Section 1 Installation Required Software and Settings in the PC

1.5 Required Software and Settings in the PC

1.5.1 Windows 2000 Users and Groups
Before creating Process Portal A users and user groups, make sure you have created
a domain that contains all workstations on the Process Portal A network.
The groups should be global groups (Group scope = Global, Group type = Security),
i.e. domain groups.
There are two scenarios when creating user groups:
1. The account that you are logged in to when running Configuration Wizard has
permission to add user groups in the domain. You can now let the
Configuration Wizard create the groups.
2. You have to create the groups manually. Contact the domain administrator.

All Administrators (System Engineers) of Process Portal A must be members of the

System Admin Group. All users of Process Portal A must be members of the
System User Group.

1.5.2 General Requirements

You have to make sure that the domain is functioning properly before installation of
Process Portal A on client/server.
Do not change IP addresses on Domain Controllers or Aspect Servers in a system.

Before you start the installation of Process Portal A, two important things
must be done:
1. First you have to create User Groups by using Active Directory Users and
Computers in Windows 2000 Server, see Figure 1-3. To be able to create these
groups you have to be domain administrator.

3BSE 026 000R301 25

General Requirements Section 1 Installation

Figure 1-3 User Groups

The Windows groups created by the system are:

• IndustrialITAdmin (may be renamed during installation in the installation
wizard)
A member of this group runs all the services and has full access to the system.
• IndustrialITUser (may be renamed during installation in the installation
wizard)
All IndustrialIT users.
The user identity of the installer is added to the Windows groups IndustrialITUser
and IndustrialITAdmin.
The following three groups are also created, but not used by the IndustrialIT system
and may be freely renamed. It is also possible to create and use additional Windows
groups.
• IndustrialITOperator
All operators in IndustrialIT.
• IndustrialITApplicationEngineer
All application engineers in IndustrialIT.
• IndustrialITSystemEngineer
All system engineers in IndustrialIT.

26 3BSE 026 000R301

Section 1 Installation General Requirements

These Windows groups can be used for system security settings, see IntegrateIT
Security Reference Manual for details.

If you intend to make use of a Windows NT4 Domain Controller, or a Windows

2000 Domain Controller in mixed mode, you need to use Windows group names
with 20 characters or less in length.
Do not delete the group Everyone in Windows 2000 Active Directory because
Process Portal A uses Everyone as a primary group.

2. The user roles must then be defined, i.e. you must add members to the different
user groups. This must also be done by the domain administrator.
One very important thing to remember when adding the user for the Service
Account (entered in the Configuration Wizard - System software User Settings),
is to mark the Password never expires check box. Other users shall be allowed to
change their password. See Figure 1-4.

Figure 1-4 New Object - User Dialog

3BSE 026 000R301 27

General Requirements Section 1 Installation

1.5.2.1 Example
The table below shows an example of possible users and the groups they should
belong to in a distributed system.

Table 1-2 Example of Users and Groups

User Member of
Instrumentation DomainUsers,
Engineer IndustrialITApplicationEngineer,
IndustrialITOperator, IndustrialITUser
Operator DomainUsers, IndustrialITOperator,
IndustrialITUser
PPA Administrator DomainUser, IndustrialITAdmin,
IndustrialITUser
System Engineer DomainUser,
IndustrialITApplicationEngineer,
IndustrialITOperator,
IndustrialITSystemEngineer,
IndustrialITUser

28 3BSE 026 000R301

Section 1 Installation Software Requirements

1.5.3 Software Requirements

These are the software requirements for installation of the Process Portal A
software:
• Windows 2000 Professional or Server. U.S. English version
• Windows 2000 Service Pack 3
• For the PC nodes including domain controller Windows 2000 Server or
Windows 2000 Advanced Server is required.

You have to reinstall the Service Pack if you have installed additional
Windows 2000 components since you last installed the Service Pack.

• TCP/IP
• Microsoft Internet Explorer 6.0 with Service Pack 1
• Windows Installer 2.0
• For the Process Portal A Graphics Builder Option, Visual Basic 6.0 with
Service Pack 5 Professional Edition or Enterprise Edition is needed. The
Service Pack is available at http://www.microsoft.com/download.

• Adobe Acrobat Reader 4.0 or later is needed to read the User’s Guides.
The Acrobat Reader is, after installation of Process Portal A, available in the
directory “Install path”\doc\Acrobat as a self installable exe-file. Freeware can
be found on the Internet at http://www.adobe.com.
• DirectX 8.1 for Windows 2000
Configuration 1, see Figure 1-1, can be installed both on a workstation running
either Windows 2000 Professional or a Windows 2000 Advanced Server.
For configuration 2, see Figure 1-2, we recommend that you use a Windows 2000
Professional for the computer running the Process Portal A server components and
the Process Portal A Workplaces.

3BSE 026 000R301 29

Preparation before Installation Section 1 Installation

1.5.4 Preparation before Installation

Before starting the installation, be sure to have the following:
• The name or TCP/IP address of the node (When using RNRP fixed
IP addresses are required and can not be changed after installation.
When not using RNRP, it is recommended to use fixed IP addresses but not
required.)
• The hostname/computer name of the node
• Windows 2000 Setup Floppy Disks 1-4 or bootable CD
• Windows 2000 Professional or Server Installation CD
• Windows 2000 Service Pack 3
• Windows 2000 Professional License card (OEM number)
• Optional drivers if not supplied by Windows 2000
– Driver for Video card
– Driver for Network Card (if installed)
– Driver for Sound Card

If you are going to connect to an existing network the following information shall
also be available:
• The model of your network card
• Domain/Workgroup name
• The network gateway
• Server
• Subnet mask

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Section 1 Installation Disks and File System (in Windows 2000)

1.5.5 Disks and File System (in Windows 2000)

1.5.5.1 Disks
There are many things that influence the performance of the system; the number of
disks, RAID systems, where you choose to install the different parts of the software,
the tendency toward fragmentation and so on. Workstation installation is a fairly
simple procedure. You can use Windows’ default location, the program folder on
the boot disk for installation. Here follows some information on things to consider
prior to the installation of the server components.

1.5.5.2 Fragmentation
Make sure the file system is in a consistent state at all times. Defragmentation
software should be executed on a regular basis using the built-in defragmentation
software.
Even though the Process Portal A server components keep most of their data in
cache, it is fairly disk intensive. Thus they may benefit from RAID 5 systems.

1.5.5.3 File System

Process Portal A requires NTFS system.

1.5.6 Configuration of Virtual Memory

When installing the Process Portal A Client components you should set the virtual
memory to at least 1 GB. If you install the Process Portal A server components,
a correct configuration of virtual memory can enhance performance considerably.
As a rule of thumb the size of pagefile.sys should be physical RAM x 2.5 or
at least 1 GB. As another rule of thumb, if you have one more disk or partition,
put the pagefile.sys there.

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Network Configuration Section 1 Installation

1.5.7 Network Configuration

Process Portal A is a distributed set of network components. This means that the
network is an integrated part of the system. The network components depend on fast
and reliable communication. To achieve this, there are three things to be taken into
consideration; name resolution, the location of the Windows 2000 domain
controllers and network settings. A brief discussion on these matters follows in
the sections below.

1.5.7.1 Name Resolution

For more information please read the Microsoft manuals for servers.

1.5.7.2 Location of Windows 2000 Domain Controllers

This does not apply if your system consists of a single computer running all
components.

A requirement for Process Portal A is that you have a Windows 2000 domain.
The reason for this is that the system relies on a global group, Process Portal A
Admin. If there is already a Windows 2000 domain on the network, you can use that
domain, but it is recommended that you create a separate domain for
Process Portal A.
Configure all the computers running Process Portal A components to be members
of the domain. If the Process Portal A server software is installed on a Windows
2000 Member Server (non-domain controller), or a Windows 2000 Workstation,
the network has to be configured so that a domain controller can be located.
Windows 2000 relies on NetBIOS names, and, because of this, we recommend that
you use static IP addresses. This is particularly important if a router separates the
Process Portal A server and the closest domain controller.

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1.5.7.3 Network Settings

Process Portal A relies on TCP/IP as its transport protocol. It is strongly
recommended that TCP/IP is the only protocol in use.
If other protocols need to be installed, make sure that TCP/IP is configured
as the primary protocol (to change these settings, select Start > Settings > Control
Panel >Network and Dial-up Connections > ‘Network Connection Name’ >
Properties > TCP/IP > Properties). TCP/IP settings can be configured manually.
Configure TCP/IP settings with:
• IP address (required)
• Subnet mask (required)
• DNS (required)
• Default gateway (if required by topology)

1.5.8 Miscellaneous Windows 2000 Settings

Before installing the Process Portal A, make sure you have made the
following settings:
• Language Settings
These settings are made via the Start menu. Choose Settings > Control panel
and Regional Options. These include Regional Options and settings for the
Keyboard and the Decimal Symbol. Process Portal A is designed to be used on
a Windows 2000 platform with the following language and decimal settings:
– U.S. English language and
– Point used as Decimal Symbol

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Deactivate the Power Save Function Section 1 Installation

• Time zone Settings

These settings are made via the Start menu, choose Settings > Control Panel.
Click on the Date/Time symbol to open the Date/Time Properties dialog.
On the Time Zone tab, find the correct time zone in the drop-down list.
Make sure the Automatically adjust clock for daylight saving changes
check box is selected. Click on Apply.

Uncheck Show Window Contents while dragging in the Display Properties

dialog, to prevent CPU intensive redrawing of the window. To do this select Start >
Settings > Control Panel > Display > Effects tab.

We recommend you to increase the size of the System Log to 5MB. To do this select
Start > Settings > Control Panel > Administrative Tool > Event Viewer.
Right click on System Log select Properties and change Maximum log size to
5MB.

1.5.9 Deactivate the Power Save Function

All Power Save functions must be deactivated. Do the following:
During the start-up of your computer, you will be prompted some F-key to enter the
Setup. Press this function key. Use the arrow buttons to move the focus to the
Power function, then press Enter. Use the arrows to get Power highlighted.
With the arrows, change Advanced to Disabled. Save the change and exit the setup.
The computer will now continue to start up.
If there does not exist any configuration capability on any of the adaptors the
recommendation is to have only one Connect product installed on the
connectivity server.

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Section 1 Installation Ghost Backup

1.6 Ghost Backup

Our recommendation is that you use available standard software to make a full
backup of your disk(s). With such a backup you can save all work, if you get a disk
crash or other serious malfunction on your computer.
Make sure that you place a proper identification on the backup media or backup
files. More information about backup and restore is available in Ghost Backup
in the IntegrateIT Administrator’s Guide.
We recommend Ghost version 7.0 or later from Norton,
see http://www.symantec.com for more information.

1.7 Backup and Restore Function

The Backup and Restore function is used in the Aspect Object Architecture.
The function makes it possible to make an on-line backup on a node and perform a
restore on the same node. Only full backup and restore is available in this version of
the function. A full backup saves all the aspect objects and aspect data.
For more information about the Backup and Restore Function please read the
IntegrateIT Administrator’s Guide.

1.8 Process Portal A Software Installation and

Configuration Order
For the installation to be successful, you must carry out the installation procedures
in the following order:
1. Process Portal A and your licensed options (install on all Process Portal A
nodes).
2. Controller connect products if any (install on all Process Portal A nodes).
E.g. AC 800M/C Connect, AC 400 Connect.
3. Products which can communicate with or configure controllers.
E.g. OPC servers. (Normally installed on the Connectivity Server).
For details, see product specific documentation.

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Process Portal A Node Configuration Section 1 Installation

4. The next step is to create systems. Go to IntegrateIT Administrator’s Guide

Create System. (Only create system on the Aspect Server node).
5. Now you can add clients and separate Connectivity Server nodes, see
IntegrateIT Administrator’s Guide System Administration.
To be able to run Process Portal A Graphics Builder you must have Visual Basic 6.0
Professional or Visual Studio 6.0 installed, with Service Pack 5.

The Process Portal A Graphics Builder is used to create and edit process graphics.

1.8.1 Process Portal A Node Configuration

The first thing you need to do is to select what type of configuration you shall
install:

Single Node
Configuration
Install Basic
Prepare Select
OS, IE:
Hardware Configuration
TCP/IP, etc.
Multiple Node
Configuration

Figure 1-5 Preparing Installation

For Single Node configuration see Single Node Configuration on page 37.
For Multiple node configuration see Multiple Node Configuration on page 50.

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Section 1 Installation Process Portal A Node Configuration

1.8.1.1 Single Node Configuration

For a single node configuration the steps are few:

Install Install Run

Process Portal A Controller Configuration
and options Wizard
Connect

Figure 1-6 Steps installing a Single Node Configuration

In a single node configuration you only need to decide which options to install
together with the Process Portal A. See Figure 1-7 for an overview.

Graphics
Builder

Historian
Select
Options Install
to Instrument- Selected
Include ation Software
Active X
library

Symbol
Factory

Figure 1-7 Installing the Process Portal A Options

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Process Portal A Node Configuration Section 1 Installation

1.8.1.2 Installation Procedure

Below follows installation instructions for Process Portal A:
1. Insert the Process Portal A installation CD. The first dialog will automatically
appear, in which you will find information on the product you are about to
install.
If the installation dialog do not popup, you can start the installation by opening
the Setup.exe on the CD. You can generate a log file with information about the
installation by checking the Generate log file check box. It is recommended to
mark the Generate log file check box.

Figure 1-8 Product Selection Dialog Box

The Copy To Server button copies a product installation to a server.

For more details see Multiple Node Configuration on page 50.
The Browse button explores the content of the installation media.
The Exit button will close the setup program.

38 3BSE 026 000R301

Section 1 Installation Process Portal A Node Configuration

2. Select Process Portal A and click Install.

Figure 1-9 Product Installation Dialog Box

The Home button takes you back to Figure 1-8.

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Process Portal A Node Configuration Section 1 Installation

3. Click Next to continue or Cancel to quit the installation.

Figure 1-10 Process Portal A Setup Dialog

40 3BSE 026 000R301

Section 1 Installation Process Portal A Node Configuration

4. The next dialog that is displayed contains licensing information.

Read the agreement carefully.

Figure 1-11 License Agreement Dialog Box

5. After reading the license text, click Accept to accept the terms of agreement
and to continue, or click Decline if you do not accept. By clicking Decline you
will exit the setup. If you click Accept, the next dialog will appear and the
setup continues.

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Process Portal A Node Configuration Section 1 Installation

6. In the dialog below, enter your name and company name together with the
license number delivered together with the distribution box.
7. Click Next to continue.

Figure 1-12 Registration Dialog Box

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Section 1 Installation Process Portal A Node Configuration

8. Custom shall always be selected as installation type in this dialog. You can
change the default installation path by pressing the Browse button and type in
another destination directory. Custom installation opens a dialog box, which
contains different options to install, see Figure 1-14.

Figure 1-13 Installation Type Selection Dialog Box

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Process Portal A Node Configuration Section 1 Installation

9. In this dialog, you can specify the options you have ordered, see Figure 1-14.
The dialog box below is only displayed when Custom installation is selected.

In a redundant configuration it is strongly advised to select the RNRP option.

If a redundant network (RNRP) is not used and the LAN communication with a
redundant/parallel aspect/connectivity server is lost, it may take up to 2 minutes
for the system to detect the loss of the server. This will affect clients that are
communicating with the lost server. After this watch-dog time-out, the clients
will be connected to another redundant/parallel server.

If the RNRP or Historian option are installed on one node they must also be
installed on all other nodes in that configuration. For the Graphics Builder option
it is sufficient to install it on the node or nodes that you need Graphics Builder on.

Figure 1-14 Custom Installation Dialog Box

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Section 1 Installation Process Portal A Node Configuration

10. When you click on the option(s), you shall select the following alternative:
• Will be installed on local hard drive
Your selection of options to install can be reset to the default selection by clicking
Reset.
By clicking Disk Usage, you can see the amount of disc space required for the
installation.
You can select how to install the components from the context menu for each option
in the list.
In order to display logged data in trend displays Historian must be included on both
servers and clients.

11. Click Next to proceed.

12. A confirmation dialog will appear, prompting you to confirm that you are ready
to install Process Portal A.
13. Click Install to start the installation.

Figure 1-15 Install Confirmation Dialog Box

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Process Portal A Node Configuration Section 1 Installation

14. You must specify groups and users in the System software User
Settings dialog.

Figure 1-16 System Software User Settings

We recommend you to mark the Autostart System on Windows startup

check box. If you do that Process Portal A will automatically start when Windows
is started.
The password you enter is the password for the service account. Normally this is the
Process Portal A user. Entering the password ensures that the services are running
on a secured account.

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Section 1 Installation Process Portal A Node Configuration

If you have a multiple node configuration, you must enter the domain name.
See Figure 1-17.

Figure 1-17 System Software User Settings for a Multiple Node Configuration

Note that the owner of the system should not change the password, if so he or she
will not be able to access the system anymore. For further information see General
Requirements on page 25.

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Process Portal A Node Configuration Section 1 Installation

15. When the Apply Settings dialog is shown, click Apply.

Figure 1-18 Apply Settings Dialog

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Section 1 Installation Process Portal A Node Configuration

16. Process Portal A is installed when Figure 1-19 is shown. Click OK.

Figure 1-19 Process Portal A is installed.

17. If the Open Readme file check box is marked the system will open the
Readme file for the Process Portal A.

The Process Portal A software files have now been successfully installed, and you
are now ready to configure the Process Portal A, see Section 3, in the
IntegrateIT Administrator’s Guide. If you would like to add options to those you
have installed, start the installation again to select additional options.

As a security measurement it is recommended to backup the file

OperateITData\ServiceManager\SMData.dat, since this is an important file for
the configuration of the system.

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Process Portal A Node Configuration Section 1 Installation

1.8.1.3 Multiple Node Configuration

In multiple node configuration you utilize the server to distribute the installation
files. See Figure 1-20 for an overview. You can copy the whole installation kit with
all the files, to the server disk, and then install all the clients from there.
Another alternative is to insert the CD on each client workstation.
Click the Copy distribution to server button if you want the contents of the
installation CD to be copied to a server. This means that you can install the
Process Portal A components on the client workstations over the network,
without having to use the CD drive for each of them.
In the next step all the software that is going to be installed on any of the clients,
need to be installed on the server. See Figure 1-7 for the selection process, which is
the same as for a single node configuration. Thus, you can follow the steps
described from Step 1 to Step 17.

Download Run Run Configuration

Install Install
all files to Configuration Wizard on each
the each
server Wizard client (optional)
server client
(optional) on server

Figure 1-20 Server Installation

Finally you install each of the clients. If you are making use of the installation kit on
the server disk, see steps 1 - 3. If you use the CD instead just start with step 3:
1. If you have selected Copy distribution to server, you can now go to each of
the client workstations and start the installation from the server disk.
2. Log on as Admin on the client workstation.
3. Start the program Setup.exe from the root directory where you placed the
distribution copy. Now you can start the installation procedure, see Installation
Procedure on page 38.

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Section 1 Installation Start the Configuration Wizard

1.8.2 Start the Configuration Wizard

Do the following steps to start the Process Portal A:
• Select Start > Programs > ABB Industrial IT > Operate IT >
Process Portal A > Configuration Wizard, and follow the instructions in the
IntegrateIT Administrator’s Guide.

For the alarm and event system to work properly, it has to be configured manually.
See the Process Portal A Alarm and Event User’s Guide for details.

1.8.3 How to remove Process Portal A

Before you remove Process Portal A do the following:
• Save your application data by exporting it.
• Stop the system.
• Delete the system.
For more information about how to stop and delete the system and about the
Export/Import tool see IntegrateIT Administrator’s Guide.

To remove Process Portal A, follow the steps below:

1. Go to the Start Menu and choose Settings.
2. Go on to Control Panel and select Add/Remove Programs.
3. Mark Process Portal A as the figure below displays.
4. Click Remove, see Figure 1-21 Remove Process Portal A.

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How to remove Process Portal A Section 1 Installation

Figure 1-21 Remove Process Portal A

5. A dialog box is shown with a question if you are sure you want to remove
the program, click Yes (see Figure 1-21).
6. A dialog box with the text Preparing to remove is shown, to start the removal
of Process Portal A.

Figure 1-22 Preparing to remove

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Section 1 Installation How to remove Process Portal A

7. Wait while Windows configures (removes) Process Portal A.

Figure 1-23 Wait while removing Information

If you get a question regarding shared files, select No.

8. When the dialog box is closed, Process Portal A is removed.

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How to remove Process Portal A Section 1 Installation

54 3BSE 026 000R301

 INDEX

B R
Backup 35 Remove Process Portal A 51
Requirements
C Disks 31
Configuration File System 31
Virtual Memory 31 General 25
NT Installation 30
D Software 29
Domain Controllers 32 Windows Settings 33
RNRP 30, 44
F
Fragmentation 31 S
Settings 25
Start-up 51
H
System Configurations 21
Hardware Recommendations 24
U
I
User Groups 25
Installation
Multiple Node Configuration 50
Overview 19 W
Single Node Configuration 37 Windows Accounts 25
Software Installation 35

N
Network Configuration 32
Name Resolution 32
Settings 33

P
Pre-installed software 19

3BSE 026 000R301 55

Index

56 3BSE 026 000R301

3BSE 026 000R301. Printed in Sweden March 2003
Copyright © 2002-2003 by ABB. All Rights Reserved
® Registered Trademark of ABB.
™ Trademark of ABB.

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