Openenterprise v3 3 Installation Guide en 5369824 PDF

OpenEnterprise Version 3.
3 Installation Guide
D301869X012
February 2019
OpenEnterprise™ Version 3.3 Installation

Guide
Remote Automation Solutions

OpenEnterprise Version 3.3 Installation Guide
D301869X012
February 2019
Note
This manual details the installation and licensing processes for Version 3.3 of
OpenEnterprise, and also discusses the process of upgrading a previous version of
OpenEnterprise 3.1 to the current version. If you need installation information for
OpenEnterprise Version 3.2x or OpenEnterprise Version 2.83, refer to (respectively) the
OpenEnterprise Version 3x Installation Guide (part number D301762X012) or the
OpenEnterprise Installation Reference Guide (V2.83) (part number D301494X412). For
licensing information for Version 2.83, refer to the OpenEnterprise Licensing User Manual
(part number D301711X012). For information on upgrading from OpenEnterprise 2.83
to the current version of OpenEnterprise, refer to the OpenEnterprise Version 2.83 to
Version 3.3 Upgrade Guide (D301827X012).
System Training
A well-trained workforce is critical to the success of your operation. Knowing how to
correctly install, configure, program, calibrate, and trouble-shoot your Emerson
equipment provides your engineers and technicians with the skills and confidence to
optimize your investment. Remote Automation Solutions offers a variety of ways for
your personnel to acquire essential system expertise. Our full-time professional
instructors can conduct classroom training at several of our corporate offices, at your
site, or even at your regional Emerson office. You can also receive the same quality
training via our live, interactive Emerson Virtual Classroom and save on travel costs. For
our complete schedule and further information, contact the Remote Automation
Solutions Training Department at 800-338-8158 or email us at education@emerson.com.
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Contents
Chapter 1: Overview 1
1. Minimum Hardware and Operating System Requirements .................................................... 1
2. Pre-installation Considerations ............................................................................................. 4
Chapter 2: Installation 9
1. Using the Installation Wizard................................................................................................. 9
2. Installing Requisite Software ............................................................................................... 10
3. Choosing Installation Options ............................................................................................. 16
4. Installing and Licensing OpenEnterprise Server Software ..................................................... 19
5. Installing and Licensing OpenEnterprise Server/Workstation Software ................................ 19
6. Installing and Licensing OpenEnterprise Workstation Software ........................................... 21
7. Installing Remote Comm Manager Software ....................................................................... 21
8. Installing Standalone OPC Server Software .......................................................................... 22
9. Installing Standalone Reporting Software............................................................................ 22
10. Installing Standalone Messaging Software .......................................................................... 23
11. Installing Standalone ODBC Software .................................................................................. 24
12. Licensing Software .............................................................................................................. 24
13. Activating a New OpenEnterprise Graphics License ............................................................. 25
14. Applying a Service Pack ....................................................................................................... 27
Appendix A: Installing Remote Desktop Services 29

1. Setting up Remote Desktop Services (RDS) ......................................................................... 30
2. Licensing Remote Desktop Services (RDS) ........................................................................... 36
3. Configuring Windows Users ................................................................................................ 39
4. Configuring OpenEnterprise Workstation ........................................................................... 43
5. Installing the OpenEnterprise Server ................................................................................... 48
6. Installing Remote Desktop Services Clients ......................................................................... 48
7. Firewalls and Proxy Servers.................................................................................................. 49
8. Troubleshooting Checklist .................................................................................................. 50
Appendix B: Installing Microsoft® Office® 51

1. Identifying the Problem ...................................................................................................... 51
2. Resolving the Issue.............................................................................................................. 52
3. Creating a New Template .................................................................................................... 52
4. The Add-ins Tab Does Not Display ....................................................................................... 54
5. Installing or Upgrading Excel 2016 ...................................................................................... 55
Appendix C: Transferring a License 59
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Chapter 1: Overview
This guide details the processes required to install version 3.3 of OpenEnterprise in any
of its three primary configurations: OpenEnterprise Server, OpenEnterprise Server/
Workstation, and OpenEnterprise Workstation. Each configuration has its own section.
OpenEnterprise also has five optional programs which you can install on separate
dedicated computers: Remote Comm Manager, Standalone OPC Server, Standalone
Reporting, Standalone Messaging, and Standalone ODBC. Each of these programs also
has its own section.
Note
This guide assumes you have experience installing either prior versions of
OpenEnterprise or similarly complex software systems. If you do not, contact your
Emerson Automation Solutions LBP or the Remote Automation Solutions Life Cycle
Services Group for assistance. Additionally, you must also login as the Local Domain
Controller Administrator (added to the Local Administrators group) to successfully
install the OpenEnterprise components.
Essential to a successful OpenEnterprise installation is a clear understanding of the

scale, size, and intent of your intended application, as well as the roles the various
computers play in that application. Review this guide in its entirety before beginning
the installation.
1. Minimum Hardware and Operating System

Requirements
Following are the recommended hardware and operating system requirements for
each component of an OpenEnterprise installation.
Important
Ensure that you keep your operating system up-to-date.
OpenEnterprise Workstation
System Component Specifications
CPU Dual-core (3.1 GHz, 3MB cache) or better
Memory 4 GB or better
Video Requirements For Windows 7: DirectX9 compatible
Video RAM 32 MB or better
HDD Size 80 GB
I/O Slots USB for GraphWorX license dongle
RAID Controller Not applicable
Communications (Ethernet) 2 NICs (LAN + redundancy)
Communications (Serial) Not applicable
Preferred/Suggested
Dell
Hardware Manufacturer
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Operating System See Chapter 2, Section 4, Choosing Installation Options
OpenEnterprise Server (Simplex license)

An OpenEnterprise Simplex license supports systems with up to 50 RTUs.

CPU Intel® Xeon® 4C/8T 3.4 GHz, 8 MB cache or better
Video Requirements For Windows Server: SVGA or better
For Windows 7: DirectX9 compatible)
HDD Size 120 GB (see Server disk size note)
I/O Slots Specific to deployment
RAID Controller RAID 5 (see Server disk size note)
Communications (Serial) Specific to deployment
Preferred/Suggested
Dell™
OpenEnterprise Server (Pro license)

An OpenEnterprise Pro license supports systems with up to 250 RTUs.

CPU Intel Xeon 4C/8T 3.4 GHz, 8 MB cache or better
For Windows 7: DirectX9 compatible)
Preferred/Suggested
Dell
OpenEnterprise Server (Max license)

An OpenEnterprise Max license supports systems with more than 250 RTUs.

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For Windows 7: DirectX9 compatible
Preferred/Suggested
Dell
Remote Comm Manager, Standalone OPC Server, Standalone

Reporting, Standalone Messaging, Standalone ODBC
CPU Dual-core 3.1 GHz, 3 MB cache or better
HDD Size 80 GB or better
I/O Slots Not applicable
Communications (Ethernet) Not applicable
Preferred/Suggested
Dell
Workstation Terminal Server

HDD Size 120 GB or better
I/O Slots USB for GraphWorX license dongle
Preferred/Suggested
Dell
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Server disk size

Microsoft’s recommended hard drive size for Windows Server is 127 GB. In addition to
the operating system and installed software, an additional 8 GB plus 25 bytes for each
historical sample is required. All server hard drives should be RAID 5 (which requires a
minimum of 3 drives) or similar fault-tolerant architecture.
For example, assume 1000 signals stored for 1 year on a local hard drive with logging
occurring every minute: 1000 x 25 x 1440 x 365 = 13,140,000,000 bytes (12.24 GB) plus
8 GB overhead = 20.24 GB. For larger servers, contact your OpenEnterprise sales
representative.
2. Pre-installation Considerations
Carefully planning the OpenEnterprise installation process before you begin results in a
smoother, more effective and efficient system overall.
General
 OpenEnterprise 3.3 cannot reside on the same computer running any component
of OpenEnterprise 2.x, OpenEnterprise 3.1x, OpenEnterprise 3.2x,
OpenEnterprise Client software, Field Tools, or OpenBSI. You can use
OpenEnterprise 3.3 to upgrade a computer running a previous version of
OpenEnterprise. If you wish to upgrade from OpenEnterprise 3.1x or later
versions, follow the procedures in this document. If you wish to upgrade from
OpenEnterprise V2.83, refer to the OpenEnterprise Version 2.83 to Version 3.3
Upgrade Guide (D301827X012).
User ID Permissions
User ID permissions is a foremost consideration.
 Ensure that the person performing the installation of both MS Office and
OpenEnterprise employs a user ID that is either:
o A local user ID that is a member of the Local Administrators group OR
o A domain user ID that has been added to the Local Administrators group.
Notes
 Do not use an ID that is a member of the Domain Administrators group.
 If you use a domain user ID that has been added to the Local Administrators
group and you must perform the OpenEnterprise installation from a remote
system, you must also add the user ID to the Remote Desktop group on the
target system. Unlike local administrators, domain users added to the Local
Administrators group do not automatically receive these rights.
OpenEnterprise Reporting
If you expect to use OpenEnterprise’s Reporting function, install Microsoft Excel® before
you install OpenEnterprise. If you cannot pre-install Excel, refer to Appendix B, Installing
Microsoft Office, for the post-installation procedure.
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AMS Device Manager

If you intend to install the AMS Device Manager to use with the AMS HART Pass-
Through, consider these points:
 AMS Device Manager is incompatible with AMS Device Configurator; they cannot
reside on the same computer.
 Install AMS Device Manager (version 13 Service Pack 1 or version 14) after you
install AMS Device Manager.
 You can create only one network using the AMS Network Configuration Utility on
a AMS Device Manager.
 AMS Device Manager works only with controllers which have firmware supporting
wired HART® or IEC62591 (WirelessHART®).
Note
For further information, refer to the AMS HART Pass-Through Reference Guide (part
D301793X012).
Upgrading a Redundant Pair

If you are using a redundant pair of computers running the same generation of
OpenEnterprise Server, use this procedure to upgrade the redundant pair from
OpenEnterprise 3.2x to 3.3:
1. Stop the OpenEnterprise Windows service on the standby.

2. Stop the OpenEnterprise Windows service on the master.
3. Upgrade the master to OpenEnterprise 3.3.
4. Start the OpenEnterprise 3.3 master and ensure that everything is working
correctly.
5. Upgrade the standby to OpenEnterprise 3.3.
6. Restart standby to resume Master/Standby operation.
Note
Ensure that you synchronize the times on the redundant pair of system servers.
Installing Workstation Localization

Workstation Localization (which enables your operators to use their OpenEnterprise
workstations in their native language) automatically installs as part of 3.3. For further
information on configuring this feature, refer to the OpenEnterprise Workstation
Localization Reference Guide (D301807X012).
Important
Workstation Localization requires that you install a Windows Language Pack in the same
language as the OpenEnterprise Language Pack.
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Upgrading to GraphWorX™ 9.4

Note
Any displays you create using GraphWorX 9.4 cannot be opened by a workstation using
GraphWorX 9.2.
When installing OpenEnterprise 3.3 on a workstation or workstation/server, the process

installs GraphWorX version 9.4, upgrading an earlier version where necessary.
GraphWorX 9.4 requires a different license than earlier versions of GraphWorX. If you
have workstations running GraphWorX 9.2 you must manually upgrade the GraphWorX
license to 9.4 before you install OpenEnterprise 3.3
Note
Contact OpenEnterprise Technical Support if you are uncertain about any of the actions
in the following procedure.
To upgrade to GraphWorX 9.4:

1. Close all OpenEnterprise Graphics processes.
2. Deactivate (“kill”) the OpenEnterprise V9.22 GraphWorX license from the USB
dongle using the www.oelicenses.com website.
3. Open a SupportNet ticket requesting an upgrade to GraphWorX V9.4. Include a
screen shot of the deactivated license from the website (see Figure 1-1) in the
SupportNet ticket request.
Figure 1-1. Kill License Web Page
The SupportNet ticket updates when the license has been upgraded to V9.4
4. Reactivate the USB dongle with the new V9.4 license.
5. Install OpenEnterprise 3.3. This automatically upgrades GraphWorX to version 9.4
(and includes the GraphWorX executable file).
6. Re-license OpenEnterprise Graphics Version 9.4.
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Microsoft Windows Long-Term Branching Service (LTBS) Software

OpenEnterprise 3.3 does not support Microsoft Windows Long-Term Branching Service
(LTBS) software. If you have LTBS currently installed, you must uninstall the software
and revert to a version of Windows that OpenEnterprise supports. Refer to Chapter 2,
Section 4, Choosing Installation Options, for further information on supported versions of
Windows software.
Validating Custom Components

Important
You should confirm that any customer components of your OpenEnterprise system
(such as a configuration tool you may have written) still functions following a system
upgrade. Do not assume that everything will work as before.
Prior to upgrading, you should also develop and implement a recovery plan in the event
of problems during an upgrade. If you already have a recovery plan, make sure it is up-to-
date and still applicable before beginning the upgrade.
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Chapter 2: Installation
This section discusses the activities required to successfully install an OpenEnterprise
3.3 system. As noted in Chapter 1, you can use OpenEnterprise 3.3 to upgrade a
computer running a previous version of OpenEnterprise. If you wish to upgrade from
OpenEnterprise 3.1x or later versions, follow the procedures in this document. If you
wish to upgrade from OpenEnterprise V2.83, refer to the OpenEnterprise Version 2.83 to
Version 3.3 Upgrade Guide (D301827X012).
Note
Some activities provide requisite information to subsequent activities. Perform
installation activities in the sequence presented.
1. Using the Installation Wizard

To simplify the installation process, OpenEnterprise makes extensive use of software
wizards, which guide you through each step of the installation. Once you insert the
installation DVD and select the OpenEnterprise product from the splash screen, wizards
step you through the process, ensuring the correct sequence and software selections.
Upgrading to OpenEnterprise Version 3.3 (Default File Locations)

If you are migrating from OpenEnterprise version 3.x to version 3.3, the OpenEnterprise
installation wizard can automatically perform this process for you, provided you have
retained the standard file structure created during the 3.x installation.
If you have chosen not to use the default file locations or have customized file locations,
the wizards are not designed to accommodate these changes, and you must then
perform the migration manually. Contact Technical Support if that is the situation.
Upgrading to OpenEnterprise Version 3.3 (AMS HART Pass-Through)

When upgrading from OpenEnterprise version 3.x to version 3.3, you must manually
add the session tasks to use AMS HART Pass-Through. See Section 3.9 of the AMS HART
Pass-Through Reference Guide (D301793X012).
Upgrading from OpenEnterprise Version 2.83 to Version 3.3
To upgrade from OpenEnterprise version 2.83 to version 3.3, refer to the OpenEnterprise
Version 2.83 to Version 3.3 Upgrade Guide (D301827X012).
Disabling User Account Control

Prior to beginning the OpenEnterprise installation, you should disable the User Account
Control (UAC) feature of Windows.
To disable UAC:
1. Click Start > Control Panel to open the Windows Control Panel.
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2. Click System and Security and select Change User Account Control settings.
3. Move the slider control to Never notify and click OK.
Note
To make this change you must have Administrator rights. Click Yes in the
verification dialog box that displays after you click OK.
4. Reboot the PC to allow these changes to take effect.

5. Re-enable UAC after the OpenEnterprise installation completes successfully.
2. Installing Requisite Software

As part of the installation wizard, OpenEnterprise audits your existing system at various
points to determine whether critical pieces of Microsoft software are already installed. If
it cannot find certain software packages (such as Visual Studio Tools for Office [VSTO],
Visual C++ redistributable files, or Microsoft Core XML Services), the wizard may prompt
you to install these programs. The OpenEnterprise installation DVD contains all requisite
programs.
Installing Microsoft .NET Framework 3.5 SP1

If you intend to install OpenEnterprise Server, OpenEnterprise Server/Workstation, or
OpenEnterprise Reporting Standalone, you must pre-install Microsoft .NET Framework
3.5 SP1. To install this software on Windows Server 2012, Windows Server 2012 R2, and
Windows Server 2016:
1. As show in Figure 2-1, in the Server Manager Tool of Windows Server, select Add
Roles and Features in the Manage menu:
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Figure 2-1. Add Roles and Features Item in the Manager Menu
2. If you have specified preliminary operations, the Before you begin section of the
Add Roles and Features wizard displays (as show in Figure 2-2):
Figure 2-2. Before You Begin section of the Add Roles and Features wizard
3. Click Next. The wizard displays the Installation Type section (shown in Figure 2-3).
Select the Role-based or feature-based installation option. Use it to configure this
server by adding roles, role servers, and features.
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Figure 2-3. Installation Type section of the Add Roles and Features wizard
4. Click Next. The wizard displays the Server Selection section (shown in Figure 2-4).
Click Select a server from the server pool and then select a server from the servers
shown in the Server Pool.
Figure 2-4. Server Selection section of Add Roles and Features wizard
5. Click Next. The wizard displays the Server Roles section (shown in Figure 2-5).
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Figure 2-5. Server Roles section of Add Roles and Features wizard
6. Select options as shown in Figure 2-6.
Figure 2-6. Features section of Add Roles and Features wizard
7. Click Next. The wizard displays the Confirmation section (shown in Figure 2-7).
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Figure 2-7. Confirmation section of Add Roles and Features wizard
8. The top of the window shown in Figure 2-7 displays a warning message, instructing
you that one or more installation options are missing source files on the destination
server and prompting you to identify an alternate source path. Click the Specify an
alternate source path link (at the bottom of the screen). The wizard displays Figure
2-8.
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Figure 2-8. Specify an alternate source path for the NET Fx3 files
9. The required source files for the .NET Framework 3.5 are located either on the
Windows Server DVD or on the OpenEnterprise Version 3.3 installation DVD. In this
example, the system identifies the DVD as drive F, so the alternate path is
F:\Source\SxS. Click OK. The wizard redisplays Figure 2-7.
10. Click Install to start the installation process. At the end of a successful install, the
Results section shows the installation status, displaying the message Installation
succeeded (as show in Figure 2-9).
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Figure 2-9. Result section of Add Roles and Features wizard
3. Choosing Installation Options

Note
Before you begin installing any OpenEnterprise component, we recommend that you
close all other applications. By default, on completion the installation process reboots
your system. To prevent loss of critical data, close all applications before you begin an
installation. Additionally, disable Sleep Mode on the host computer for any of the
following install options.
Depending on the requirements of your site, you can install OpenEnterprise in three
major configurations:
 OpenEnterprise Server
 OpenEnterprise Server/Workstation
 OpenEnterprise Workstation
You can also install the following optional programs, each on their own dedicated
computers:
 Remote Comm Manager
 Standalone OPC Server
 Standalone Reporting
 Standalone Messaging
 Standalone ODBC
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Note
You can install only one of these optional programs on any computer. For example, you
cannot install both Standalone Messaging and Standalone Reporting on the same
computer.
Installation Configurations and OS Compatibility

Each OpenEnterprise installation configuration supports specific operating systems
running English as the base language:
 OpenEnterprise Server
o Windows Server 2016 (64-bit application) (Recommended)
o Windows 10 Pro (64-bit application)
o Windows 7 SP1 (64-bit application)
o Windows Server 2012 R2 (64-bit application)
o Windows Server 2008 R2 SP1 (64- bit application)
For hardware specifications, refer to tables in Chapter 1 based on server (Simplex,

Pro, or Max).
 OpenEnterprise Server/Workstation
o Windows Server 2012 R2 (64-bit application) (requires 1 user CAL)
o Windows Server 2008 R2 SP1 (64-bit application)
o Windows 10 Pro SP1 (64-bit application)
For hardware specifications, refer to the tables in Chapter 1 based on server type
(Simplex, Pro, or Max).
 OpenEnterprise Workstation
o Windows 10 Pro SP1 (64-bit application) (Recommended)
For hardware specifications, refer to the tables in Chapter 1.

 Workstation Remote Desktop
o Windows Server 2012 R2 (requires 1 Remote Desktop CAL per concurrent
user or client)

 Remote Comm Manager
o Windows Server 2012 R2 ((64-bit application, requires 1 device CAL)
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 Standalone OPC Server

 Standalone Reporting
o Windows Server 2016 (64-bit application)
o Office 2016 (32-bit application)
o Office 2013 (32-bit application)

 Standalone Messaging
o Windows Server 2016 (64-bit)
o Microsoft Exchange 2007

 Standalone ODBC
o Windows Server 2016 (64-bit application)
Notes:
 Emerson cannot provide Microsoft CALS; you must purchase them from Microsoft.
 OpenEnterprise is tested with Symantec™ Endpoint Protection anti-virus software.
We recommend you use this on hardware that runs OpenEnterprise.
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4. Installing and Licensing OpenEnterprise Server

Software
To install and license the OpenEnterprise Server software:
1. Select Install OpenEnterprise on the OpenEnterprise software selection screen.
2. Review and accept the license agreement.
3. Select OpenEnterprise Server on the Setup Type menu screen.
Note
If a Windows Security dialog displays for Eltima software, accept and install the
program.
4. Reboot your computer to complete the installation process.

5. License the server software.
a. Open the License Manager application and click Create LRF.
b. Click Get Key to display the software registration webpage.
c. Sign onto the software registration webpage to display the registration options
d. Click Register and complete the registration details webpage.
e. Unlock a software license, submit the license request, then click Key File.
f. Save the key file.
g. Click Include Key on the License Manager application.
h. Reboot your computer to complete the licensing process.
Note
If the server does not have an Internet connection, use this alternate step 5:
5. License the server software (without an Internet connection).

b. Copy the newly created LRF to a computer that has Internet access.
c. Go to the software registration website
http://www3.emersonprocess.com/remote/support/v3/openbsi_login.html.
d. Sign on the software registration webpage to display the registration options.
e. Click Register and complete the registration details webpage.
f. Unlock a software license, submit the license request, and then click Key File.
g. Save the key file.
h. Move the key file to the OpenEnterprise server to be licensed.
i. Click Include Key on the License Manager application.
j. Reboot your computer to complete the licensing process.
5. Installing and Licensing OpenEnterprise

Server/Workstation Software
Important
When installing OpenEnterprise 3.3 on a workstation or workstation/server, the process
installs GraphWorX version 9.4, upgrading an earlier version where necessary.
Refer to Upgrading to GraphWorX 9.4 in Chapter 1 for further information.
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To install and license the OpenEnterprise server/workstation software:

3. Select OpenEnterprise Server/Workstation on the Setup Type menu screen.
4. Review and accept the graphics license agreement.
5. We recommend you accept the default installation location.
6. Click Install to begin the graphics software installation.
7. Select New User in the AppSetupUtility and enter a User name.
8. Provide and confirm the password. Installation will proceed; it may take several
minutes.
9. After reboot, login. It may take several minutes for the desktop to be configured.
10. Review and accept the Sentinel System Driver license agreement.
11. Choose Complete for the Sentinel setup type; then click Install.
12. Review and accept the graphics license agreement. We recommend you accept the
default installation location.
13. Review and accept the GenLic32 notice.
14. Click Install to begin the graphics license installation. The installation validation may
take several minutes.
15. Reboot your system and login again to continue the OpenEnterprise Solutions
installation.
16. Reboot your system again and login to finish the installation.
17. License the server software.
b. Click Get Key to display the software registration webpage.
c. Sign onto the software registration webpage to display the registration options.
d. Click Register and complete the registration details webpage.
e. Unlock a software license, submit the license request, and then click Key File.
f. Save the key file.
g. Click Include Key on the License Manager application.
h. Reboot your computer to complete the licensing process.
Note
If the server does not have an Internet connection, use this alternate step 17:
17. License the server software (without an Internet connection).

b. Copy the newly created LRF to a computer that has Internet access.
c. Go to the software registration website
d. Sign on the software registration webpage to display the registration options.
e. Click Register and complete the registration details webpage.
f. Unlock a software license, submit the license request, and then click Key File.
g. Save the key file.
h. Move the key file to the OpenEnterprise server to be licensed.
i. Click Include Key on the License Manager application.
j. Reboot your computer to complete the licensing process.
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18. Proceed to Activating a New OpenEnterprise Graphics License.
6. Installing and Licensing OpenEnterprise

Workstation Software
This process installs and licenses the OpenEnterprise workstation software on a device
defined as a dedicated OpenEnterprise workstation. To install the OpenEnterprise
workstation software:

2. Read and accept the license agreement.
3. Select OpenEnterprise Workstation on the Setup Type menu screen.
4. Review and accept the graphics license agreement.
5. We recommend you accept the default installation location.
6. Click Install to begin the graphics software installation.
7. Select New User in the AppSetupUtility and enter a User name.
8. Provide and confirm the password. Installation will proceed; it may take several
minutes.
9. After reboot, login. It may take several minutes for the desktop to be configured.
10. Review and accept the Sentinel System Driver license agreement.
11. Choose Complete for the Sentinel setup type; then click Install.
12. Review and accept the graphics license agreement. We recommend you accept the
default installation location.
13. Review and accept the GenLic32 notice.
14. Click Install to begin the graphics license installation. The installation validation may
take several minutes.
15. Reboot your system and login again to finalize the OpenEnterprise Solutions
installation.
16. Provide the host names of the OpenEnterprise master and standby computers and
task credentials.
17. Reboot your system to finalize the workstation installation.
18. Proceed to Activating a New OpenEnterprise Graphics License.
7. Installing Remote Comm Manager Software

Remote Comm Manager enables you to create a distributed RTU communications
network where RTU serial communications are handled at a remote location, such as a
radio tower. To install Remote Comm Manager:
3. Select Remote Comm Manager on the Setup Type menu screen.
4. Provide server hostnames (such as OpenEnterprise Master and Standby) and task
credentials.
5. Reboot the system to complete the installation.
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8. Installing Standalone OPC Server Software

Standalone OPC Server enables you to define a computer to be a dedicated open
communication server. This provides third-party access to OpenEnterprise using OPC.
You might install this program on a PI integration server to pull OPC data into PI. To
install Standalone OPC Server:

3. Select Standalone OPC Server on the Setup Type menu screen.
task credentials.
9. Installing Standalone Reporting Software

The Standalone Reporting option defines a computer as a dedicated OpenEnterprise
reporting server that connects to the OpenEnterprise database and configures, runs,
publishes, and downloads reports. Standalone Reporting provides a suite of reporting
tools — Report Scheduler, the Report Configurator, and the Report add-in — to meet your
reporting requirements.
Note
The OpenEnterprise Report Suite requires that you install Microsoft® Excel® 2013 or
2016 before you install the Report Suite. The Report Suite supports only 32-bit versions
of Microsoft Excel. When installing Excel, ensure that the .NET Programmability Support
(Microsoft Office primary interop assemblies “PIAs”) are installed. These are necessary
for the Report Suite to work with Excel. The "Install Now" option should include this but
to confirm, select the "Customize" Excel installation. If you already have Excel installed
but do not know if the Excel PIAs are installed, re-install Excel and make sure the .NET
Programmability Support option is installed.
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Figure 10. Verifying .NET Programmability Support
Note
When installing Standalone Reporting, you must disable the Report Scheduler in the
OpenEnterprise Session pane on the OpenEnterprise server (or both OpenEnterprise
servers when using a redundant pair). We also recommend that you remove Report
Scheduler from the session on the server(s) since Report Scheduler should only run on
the computer on which you install standalone reporting software.
To install Standalone Reporting:

3. Select Standalone Reporting on the Setup Type menu screen.
task credentials.
10. Installing Standalone Messaging Software

Standalone Messaging enables you to define a computer as a dedicated OpenEnterprise
Messaging server. This option installs Messaging Server, its configuration tool, and
some ODBC-related files on the identified machine, enabling the Messaging server and
the configuration tool to connect to an OpenEnterprise database and provide system-
wide messaging functionality. To install Standalone messaging:

3. Select Standalone Messaging on the Setup Type menu screen.
task credentials.
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11. Installing Standalone ODBC Software

Standalone ODBC enables third-party ODBC client applications to extract real-time,
historical, or configuration data from the OpenEnterprise database. This allows you to
use data from the OpenEnterprise database in these other ODBC-compliant applications
(reporting packages, databases).

3. Select Standalone ODBC on the Setup Type menu screen.
12. Licensing Software

Once you successfully install server, workstation, or graphics software, you must then
license that software. For example, the OpenEnterprise server software has a 30-day
trial license that begins upon installation. After that 30-day trail, OpenEnterprise shuts
down. To keep your system running, you should license the OpenEnterprise server
software — and all software — as soon as possible. The installation process provides
wizards to help you through the process of creating the license request file (LRF) and
then receiving and applying the license key.
CAUTION
Once you create a license request file (LRF), do not change any components on the host
computer after you create the LRF. Otherwise the process will fail. Specifically, do not
change:
 Hard drive format serial number
 MAC address of network interface card (NIC)
 Windows product ID
 BIOS revision number/date
 Computer name
 Processor information
 Processor speed
 Memory size
 SID (security identifier; Windows generates SIDs to uniquely identify a user for
authorization purposes)
 Video card
 Hard drive model
 Hard drive serial
 Motherboard model
 CD/DVD drive
 Sound card
 Domain
We suggest that you complete the creation of the LRF, the request for the license key,
and the application of the license key to the host computer in a single continuous un-
interrupted session.
24 Installation
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Docking stations/port emulators

Performing the installation in a single continuous un-interrupted session is critical if you
intend to install the server software on a laptop. If your laptop is usually attached to a
docking station or a port emulator, begin and complete the entire licensing process with
your laptop either docked or undocked.
ICONICS USB-based license dongle

To operate the workstation-based graphics software (GraphWorX™ from ICONICS), you
must insert a USB license dongle into any workstation using that software. One or more
license dongles (secure SafeNet® Sentinel™ USB dongles) is packaged with the
OpenEnterprise installation DVD.
Refer to Activating a New OpenEnterprise Graphics License for further details.
Note
OpenEnterprise 3.3 upgrades to version 9.4 of GraphWorX. If you already have one or
more black USB license dongles, it is likely they have an earlier version of the
GraphWorX software and will not work with OpenEnterprise 3.3. You must upgrade the
license on these dongles to use them. Contact Customer Support for more information.
WARNING
If you use a disk defragmentation utility (such as Norton™ Utilities), configure that utility
to ensure that the GenLic32.ent, GenLic32.rst, and GenLic32.key files do not move
during the defragmentation process. If these files do move, you will lose your software
license. For example, with Norton Speed Disk, select File > Options > Customize >
Unmoveable Files. Specify that the *.ent, *.rst, and *.key files must not be moved. Then
select File > Options > Optimize > Save to secure these settings.
WARNING
Monitor your hard drive usage to ensure at least 5 MB of free disk space at all times. If
the disk becomes completely full, you may lose your software license key.
13. Activating a New OpenEnterprise Graphics License

Whether you are working with a “thick” workstation or a “thin” terminal services client,
you need to activate the OpenEnterprise graphics license, which is housed on a black
USB license dongle. These are secure SafeNet™ Sentinel USB dongles, delivered with the
OpenEnterprise installation DVDs, and pre-loaded with GraphWorX version 9.4.
Installation 25
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Figure 11. OpenEnterprise black USB license dongle (with blue label)
OpenEnterprise 3.3 upgrades to version 9.4 of GraphWorX. If you already have one or
more black USB license dongles, it is likely they have an earlier version of GraphWorX
and will not work with OpenEnterprise 3.3. You must upgrade the license on these
dongles to use them. Contact OpenEnterprise Technical Support or Customer
Support/Lifecycle Services for more information.
Note
The blue license dongles have been discontinued and will not work with OpenEnterprise
version 3.1 and later.
Before you begin this activation process, you must have the USB license dongle, a
product registration (or “P”) number, and a customer key. If you do not have a “P”
number, contact Remote Automation Solutions Customer Support.
The installation (or upgrade) of OpenEnterprise 3.3 activates a 30-day temporary

license. This ensures the continued operation of your SCADA system while your request
for a permanent license is processed.
Programming a USB license dongle

This process applies to both thick and thin clients.
1. Insert the license dongle in a USB port on a PC with Internet connections. (This
does not need to be the PC on which the software is eventually used.)
2. Access the OpenEnterprise Graphics Licensing website (www.oelicenses.com).
3. Click Login (located in the menu to the left of the screen). The Login webpage
displays.
4. Complete the Email Address field with custserve.ras@emerson.com and the
Password field with OpenEnterprise (case-sensitive). Click Login to continue. The
Web Licensing Utility webpage displays.
5. Select Program License from the menu at the top of the Web Licensing Utility
webpage.
6. Click Next. A dialog displays showing the serial number of the attached USB
license dongle. Click OK to close that dialog. The license webpage displays.
7. Copy and paste the Product Registration # and Customer Key into the appropriate
fields on a single row. Click Next to display the Program License webpage.
8. Review the details (particularly the version number) of the license(s) to be
programmed.
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9. Once you confirm that this product is what you need, select the check box to the
left of the license details and click Next. A product selection verification webpage
displays.
10. Click Complete. The LED on the end of the USB license dongle flashes briefly as
the program loads. Do not remove the USB license dongle during this process.
When the process completes, a confirmation webpage displays. Print this page to
keep a copy for your records.
11. You can now remove the USB license dongle and insert in the PC where it is
needed.
Note
To ensure that the license works on the intended PC, you must install the USB
license dongle in that PC before you boot the PC.
Upgrading a USB license dongle

For instructions on upgrading a black USB license dongle that contains a previous
version of GraphWorX, contact Lifecycle Services.
14. Applying a Service Pack

Service packs add enhancements and software refinements to the base OpenEnterprise
product. To simplify the installation process, there are links (such as Install Service Pack
2) on the OpenEnterprise splash page. Typically, service packs are cumulative, so that by
installing service pack 3 you also install service packs 1 and 2.
Once you complete the installation and configuration process detailed in the previous
steps, click the service pack installation link to begin the installation process. The
process is wizard-driven and guides you through the steps involved in installing the
service pack.
Installation 27
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28 Installation
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Appendix A: Installing Remote Desktop

Services
Remote Desktop Services (called Terminal Services in previous versions) is a Microsoft®
product which "... allows you to deliver Windows-based applications, or the Windows
desktop itself, to virtually any computing device - including those that cannot run
Windows…”
Consult the documentation accompanying this Microsoft software for a full description
of the configuration process of the Terminal Services software. Before you proceed,
ensure that you have a basic understanding of Terminal Services architecture and of
the OpenEnterprise product.
Notes:
 OpenEnterprise does not support the Windows mandatory user profiles feature.
 To configure the Remote Desktop Services server you must be logged in as a
member of the Domain Administrator’s group.
 In the Remote Desktop Services environment, you must assign all GraphWorX-
related security tokens (application, custom, file and OPC Item types) to the
OpenEnterprise All Users user group. This allows all users to access all GraphWorX
security tokens. All security permissions within other OpenEnterprise workstation
views (such as alarm view, trend view, and so on) and custom tokens associated
with the OpenEnterprise menus subsystem work as they do outside of the Remote
Desktop Services environment.
 If you experience any problems after installing Remote Desktop Services, consult
the Troubleshooting Checklist (Section 8) at the end of this appendix.
Installing Remote Desktop Services 29

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1. Setting up Remote Desktop Services (RDS)

The following figure shows a typical Remote Desktop Services set-up.
Figure A-1. Typical Remote Desktop Services Set-up
A Remote Desktop Services Clients

B Redundant OpenEnterprise Servers
C Remote Desktop Services Server & OpenEnterprise Workstation
Note
You may want to add users to the local Remote Desktop and Power Users groups before
you run the Remote Desktop Services wizard. See the Windows User Configuration
online help topic for further information.
To start the wizard that enables Windows Remote Desktop Services:
1. Start Server Manager on Windows Server.

Figure A-2. Server Manager Start
The Server Manager screen displays.

2. Select Add roles and features from the Server Manager Dashboard.
30 Installing Remote Desktop Services

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Figure A-3. Server Manager
The Add Roles and Features Wizard — Before You Begin screen displays.
Figure A-4. Add Roles and Features Wizard — Before You Begin
3. Click Next. The Add Roles and Features Wizard — Select installation type screen
displays.

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Figure A-5. Add Roles and Features Wizard — Select installation type
4. Select Remote Desktop Services Installation and click Next. The Add Roles and
Features Wizard — Select deployment type screen displays.
Figure A-6. Add Roles and Features Wizard screen — Select deployment type
5. Select Quick Start and click Next. The Add Roles and Features Wizard — Select
deployment scenario screen displays.

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Figure A-7. Add Roles and Features Wizard screen — Select deployment
scenario
6. Select Session-based desktop deployment and click Next. The Add Roles and
Features Wizard — Review role services screen displays.
Figure A-8. Add Roles and Features Wizard screen — Review role services
7. Click Next. The Add Roles and Features Wizard — Specify RD Connection Broker
server screen displays.

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Figure A-9. Add Roles and Features Wizard screen — Specify RD Connection
Broker server
8. Select a server from the Server Pool list (here, GBWOR-OED36DVM.emrsn.org) and
click  to add it to the Selected field. Click Next. The Add Role and Features Wizard
— Specify RD Web Access server screen displays.
Figure A-10. Add Roles and Features Wizard screen — Specify RD Web Access
server
click  to add it to the Selected field. Click Next. Next. The Add Roles and Features
Wizard — Specify RD Session Host servers screen displays.

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Figure A-11. Add Roles and Features Wizard screen — Specify RD Session Host
servers
click  to add it to the Selected field. Click Next. The Add Roles and Features
Wizard — Confirm selections screen displays.
Figure A-12. Add Roles and Features Wizard screen — Confirm selections
11. Select the Restart the destination server automatically if required option and click
Deploy. Windows restarts the server.
Windows then restarts the server and shows the progress of the installation.

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When the deployment of Remote Desktop Services completes, the system shows
the servers successfully deployed.
12. Click Close to close the wizard.
2. Licensing Remote Desktop Services (RDS)

This procedure shows how to check the server licensing using the Add Roles and
Functions wizard.
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1. Start Server Manager by selecting Manage > Add Roles and Features from the
menu bar.
Figure A-15. Manage Server
The Add Roles and Functions Wizard - Select installation type screen displays.
Figure A-16. Add Roles and Features Wizard — Select installation type
2. Select Role-based or feature-based installation and click Next. The Add Roles and
Features Wizard — Select destination server screen displays.

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Figure A-17. Add Roles and Features Wizard — Select destination server
3. Select a server (here, GBWOR-OED36DVM.em…) and click Next. The Add Roles
and Features Wizard — Select server roles screen displays.
Figure A-18. Add Roles and Features Wizard — Select server roles server
(selection expanded)
4. Select the Remote Desktop Services node to expand it.

You can actually leave the Remote Desktop Licensing option unselected for now,
because you can install the license at any time within 120 days. If you do not

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activate the license within those 120 days, your Remote Desktop Server stops
working.
As cited in the Microsoft documentation for setting up a licensing server for use
with Remote Desktop Services:
It is required that at least one Windows Server license server be
present in your Windows Remote Desktop Server environment. For
small deployments, it is acceptable to install both the Remote Desktop
Server and the Remote Desktop Server Licensing service on the same
physical computer. However, for larger deployments we suggest that
Remote Desktop Server Licensing be installed on a separate server.
After Remote Desktop Server Licensing is installed, the server becomes
a license server and you are asked whether you want to activate the
license server. It is highly recommended that you activate the license
server. A Remote Desktop Server will operate for 120 days, after which
it must discover an activated license server.
Remote Desktop Session Users
As you proceed through the wizard it asks you to configure the users and/or
user groups that can access your Remote Desktop Server. Refer to the
online help topics Windows User Configuration and Remote Desktop Services
Clients for further information.
3. Configuring Windows Users

Windows Server provides a security group called Remote Desktop Users, which has
been explicitly defined to simplify the task of configuring users for Remote Desktop
Services. By adding local or domain Windows users to this group, you automatically
provide those users with the privileges required to run a Remote Desktop Services
session on the server.
Adding Remote Desktop Users
1. Select Computer Management from the Control Panel > All Control Panel Items >
Administrative Tools. Then select the Local Users and Groups folder > Remote
Desktop Users folder.

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Figure A-19. Remote Desktop Users folder
2. Select Remote Desktop Users. The system displays the Remote Desktop Users
Properties screen.
Figure A-20. Remote Desktop Users folder
3. Click Add. The system displays the Select Users, Computers, Service Accounts, or
Groups dialog.

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Figure A-21. Select Users, Computers, Service Accounts, or Groups dialog
4. Enter the name of the user in the Select Users object name field and then click
Check Names.
If you entered a valid name, the system redisplays the dialog with the name
underlined, as shown in the example above.
Adding Users to the Power Users Group
Additionally, you must configure all users as members of the Power Users group. This
enables all Remote Desktop Services users to log in properly to the OpenEnterprise
Workstation.
1. Select Computer Management from Control Panel > All Control Panel Items >
Administrative Tools. Then select the Local Users and Groups folder > Groups
folder.
Figure A-22. Computer Management folders
2. From the right-hand pane (which lists all Groups) double-click Power Users. The
system displays the Power Users Properties dialog. Add users as described in
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Adding Remote Desktop Users (above).
Adding Individual Users or a Global User
The default setting enables distinct user logons for each Remote Desktop Services
session. If you intend to use a global user for all Remote Desktop Services sessions then
you must configure the Remote Desktop Server to allow multiple sessions per user. For
this, you use the Local Group Policy Editor.
1. Open a Run dialog, enter gpedit.msc, and click OK.

Figure A-23. Run dialog
2. Click OK. The system opens the Local Group Policy Editor screen.
3. In the left-hand pane, select Computer Configuration > Administrative —
Templates\Windows — Components > Remote Desktop Session Host >
Connections.
Figure A-24. Local Group Policy Editor
4. Select Restrict Remote Desktop Services to a single Remote Desktop Services

session in the right-hand pane and then click the policy setting link in the center of

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the screen. The system displays the Restrict Remote Desktop Services users to a
single Remote Desktop Services session screen.
Figure A-25. Local Group Policy Editor
4. Configuring OpenEnterprise Workstation

You must install OpenEnterprise Workstation on the Remote Desktop Services host.
Use the Install Application on Remote Desktop Server wizard rather than using the
auto-run on the installation DVD. This is to ensure that the programs are available for
use by all users when hosted through a Remote Desktop Services session.
Adding or Removing Programs
To install GraphWorX from the OpenEnterprise installation DVD using the Install
Application on Remote Desktop Server wizard:
1. Select Control Panel > Install Application on Remote Desktop Server.

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Figure A-26. Control Panel
2. Place the OpenEnterprise DVD into the PC’s CD/DVD drive and close the drive.
When the system detects the DVD, it displays the Install Program dialog:
Figure A-27. Install Program dialog
3. Click Next. The Run Installation Program dialog displays.

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Figure A-28. Run Installation Program dialog
4. Click Browse to locate the setup.exe file for GraphWorX, which is stored in the
folder \GraphWorX\GraphWorkX32.
Figure A-29. Browse dialog
5. Select the setup.exe file and click Open. The Run Installation Program dialog
redisplays, showing the name of the selected file:

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6. Click Next. The InstallShield Wizard screen displays. Click Install to begin the
installation process.
The InstallShield wizard tracks the progress of the installed components. When the
installation completes, the Finish Admin Install dialog displays.

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Figure A-32. Finish Admin Install dialog
7. Click Finish to complete the installation process.

Other than using the Install Application on Remote Desktop Server wizard for the
installation of OpenEnterprise Graphics, licensing, and OpenEnterprise
Workstation, the installation procedure mirrors that of a normal workstation.
Additional Workstation Data Servers
You should add the following OpenEnterprise components to the Emerson

OpenEnterprise section of the Start Screen > Apps Screen for the All Users user. This
ensure that these components automatically start whenever any user logs on through
a Remote Desktop Services session.
 OPCDAServer
 HDA Server
 Alarm Client Server
 OpenEnterprise Notes Server
Licensing Workstation Graphics
For information on activating or upgrading your workstation graphics license dongle

see Activating a New OpenEnterprise Graphics License earlier in this document.

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5. Installing the OpenEnterprise Server

Important
Install the OpenEnterprise Server on a separate dedicated host machine (or machines, if
using a redundant configuration). Do not install the OpenEnterprise Server on the
Remote Desktop Services machine.
6. Installing Remote Desktop Services Clients

Emerson recommends that you install the Remote Desktop Services Server and the
OpenEnterprise Server before you attempt to install or use the Remote Desktop Services
Clients.
Remote Desktop Services Clients connect to the Remote Desktop Server by running an
application called Remote Desktop Connection. To run Remote Desktop Connection,
select Start > All Programs > Accessories > Remote Desktop Connection.
When the Remote Desktop Connection program opens, it displays the following dialog.
Use it to select the name of the Remote Desktop Services Server.
Figure A-33. Remote Desktop Connection Log In dialog
Once you provide a computer name, click Connect to log on to the Remote Desktop
Services Server (provided the appropriate security settings permit).
The Option () button allows you to access additional configuration options. Use them
to tune the remote desktop services session, based on the communication rate
available, display settings, and resource sharing for devices such as printers and disk
drives.

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Tuning the Remote Desktop Services session enables you to optimize performance
according to the physical connection you are using. The system uses the default settings
for a 10 Mbps (or higher) LAN:
Figure A-34. Remote Desktop Connection — Experience tab
7. Firewalls and Proxy Servers

Regardless of how you connect to a Remote Desktop Services Server, if either your client
or your server is behind a firewall or proxy server, you cannot connect unless you open
the RDC port (3389) to permit the Remote Desktop Connection capability to pass
through.

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8. Troubleshooting Checklist
If you have set up your Remote Desktop Services server correctly, you should be able to
begin using it immediately. However, if you are experiencing problems use this
checklist to assess your setup.
 If you are upgrading OpenEnterprise Workstation, use the Uninstall a program

option to uninstall and then install the following programs in the following order:
1. Uninstall GraphWorX (if a GraphWorX update is required).
2. Uninstall GraphWorX licensing (if a GraphWorX update is required).
3. Uninstall OpenEnterprise.
4. Install the new version of GraphWorX (if required).
5. Install GraphWorX licensing (if required).
6. Install the new version of OpenEnterprise.
 If you get a Security Privileges error when opening a GraphWorX display from the
Remote Desktop server, check that you have assigned all possible tokens
(application, custom, file, and OPC item) that are associated with GraphWorX
displays to the Default Group (also known as "All Users"). Under Remote Desktop
Services you cannot use token security with GraphWorX displays. All other
OpenEnterprise views (such as Trends, Alarms, and so on) apply token security as
usual within the Remote Desktop Services environment.
 If all other things are working, and you get a Failed to Open Document error when
opening a GrapWorX display, check that the file has not been opened on the
Remote Desktop Services server itself. You can have multiple Remote Desktop
Services server sessions accessing the same GraphWorX file, but not if it has been
opened in OpenEnterprise on the Remote Desktop Server itself.
 If you added Remote Desktop Services to a server on which OpenEnterprise had

already been installed, you may experience problems.

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Appendix B: Installing Microsoft® Office®

We recommend that you install Microsoft Office before you install OpenEnterprise V3x.
However, if you find it necessary to install Microsoft Office on a PC after installing
OpenEnterprise, this appendix should resolve the problems that appear when you use
the Report Configuration tool to create a report template.
Important
If you are installing Excel 2016, refer to Installing or Upgrading Microsoft Excel 2016 later
in this appendix.
1. Identifying the Problem

If you install Microsoft Office after you install OpenEnterprise and then use the Report
Configuration Tool to create a Report Template, the following message may display:
Figure B-1. OpenEnterprise Template Configuration screen
When you click Create, the attempt to create the template fails and the program
displays an error dialog:
Installing Microsoft Office 51

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Figure B-2. Edit Report Template Error dialog
Click OK to close the dialog.
2. Resolving the Issue

To resolve this issue:
1. Stop the Report Scheduler using the Session Manager tab in the OpenEnterprise
Container.
If you are running OpenEnterprise Reporting standalone version, use the Services
tab in Task Manager and stop the OpenEnterprise session.
2. Navigate to C:\Program Files (x86)\Emerson\OpenEnterprise\Bin.
3. Locate and copy the file OEExcelPlugInVBA.xla.
4. Navigate to C:\Program Files (x86)\Microsoft Office\Office xx\XLSTART)\
5. Paste the file OEExcelPlugInVBA.xla to this folder.
Note
You need to provide administrator permissions through the subsequent dialog to
complete this step.
6. If you are running OpenEnterprise Reporting standalone version, use the Services
tab in Task Manager and start the OpenEnterprise session.
3. Creating a New Template

After you apply the changes to solve this problem, return to the Template
Configuration screen and create a new report template. Once you click Create, the
following screen should now display:
52 Installing Microsoft Office

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Figure B-3. Report Properties — Data Service screen
Click Next to continue through the software wizard and click Finish.
In Excel, you should now be able to view the Add-Ins tab with the OpenEnterprise
menu:
Figure B-4. Excel — Add-ins tab
If you do not see the Add-ins tab, proceed to the next section.

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4. The Add-ins Tab Does Not Display

If the Add-Ins tab does not display, check the following settings:
In Excel, select File > Options and click Trust Center:
Figure B-5. Excel — Add-ins tab
The Trust Center options screen for Excel displays.
Figure B-6. Trust Center — Excel options screen
Click Trust Center. On the Trust Center screen, verify that the Require Application Add-
ins to be signed by Trusted Publisher option is not selected.

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Figure B-7. Add-ins screen
Select Trusted Locations from the menu at the left side of the screen and verify that the
location of the plug-in has been added to the list of Trusted Locations.
Figure B-8. Trusted Locations screen
Close Excel.
5. Installing or Upgrading Excel 2016

Important
OpenEnterprise supports Excel 2016 for reporting use only on an OpenEnterprise
Standalone Reporting installation.
As previously noted, Remote Automation Solutions recommends that you install

Microsoft Office® before you install OpenEnterprise 3.3. However, if you have already
installed both OpenEnterprise 3.3 and a supported version of Excel (2013), the process
of applying Excel 2016 is a straight-forward upgrade of the Microsoft application.
Office 2016 installed first; OpenEnterprise 3.3 Standalone

Reporting installed second
1. Install, register, and license Office 2016.
2. Install OpenEnterprise 3.3 Standalone Reporting.

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3. Configure the OpenEnterprise session so that it starts with a local administrator
account.
4. Set up the Excel application, enable macros in the TrustCenter, and add the
following trusted locations and subfolders:
 C:\Users\Public\Documents
This is the default location for saving templates; you may need to modify this
location if you store your templates in another location.
 C:\ProgramData\Emerson\OpenEnterprise
 C:\Program Files (x86)\Emerson\OpenEnterprise
5. Once this setup process completes, set up and use Reporting.
OpenEnterprise 3.3 Standalone Reporting installed first;

Office 2016 installed second
1. Install OpenEnterprise 3.3 Standalone Reporting.
2. Install, register, and license Office 2016.
3. Set up the Excel application, enable macros in the TrustCenter, and add the
location if you store your templates in another location.
4. Navigate to the C:\Program Files (x86)\Emerson\OpenEnterprise\Bin folder and

double-click the OEExcelPlugIOn.vsto file. This installs the OEExcelPlugIn.

account.
Upgrading both OpenEnterprise Standalone Reporting and

Office
To upgrade a prior version of OpenEnterprise Standalone Reports (3.2.8 or earlier) and
a prior version of Microsoft Excel (2013):
1. Upgrade OpenEnterprise Standalone Reporting from version 3.2.8 (or earlier) to

version 3.3.
2. Upgrade Microsoft Office to version 2016.

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3. Set up the Excel application, enabling macros in the TrustCenter and adding the
location if you store your templates in an alternative location.

account.
Troubleshooting the Upgrade
Note
If you are using Excel 2013 with a previous version of OpenEnterprise Standalone
Reporting and choose not to upgrade, you can still use the existing templates and
reports from that machine. If you create a new OpenEnterprise 3.3 Standalone
Reporting/Excel 2016 setup, you can then transfer the 2013 templates and reports
from the old machine to the new setup and continue using the templates and reports.
Occasionally, Standalone Reporting may not correctly function following an upgrade. If

this is the case, follow this procedure:
1. Close all open report templates.
2. Close the Report Configurator and Report Scheduler tools.
3. From the Control Panel, select Programs and Features. The Uninstall or change a
program dialog displays.
4. Right-click OEExcelPlugin and select Uninstall.
5. In the C:\Program Files (x86)\Emerson\OpenEnterprise\Bin folder, double-click the

OEExcelPlugin.vsto file. This should re-install the OEExcelPlugin application.
Note
If you receive the error message Reference in the manifest does not match the identity
of the downloaded assembly xxxx.xxx, double-click the SyncVstoManifest.exe file
(located the C:\Program Files (x86)\Emerson\OpenEnterprise\Bin folder. This re-
synchronizes the manifest file with the *vsto file.
6. Reopen the Report Configuration and Report Scheduler tools and verify that
Reporting is now working correctly and that you can modify and clear new
templates. If the error clears, you have completed the process.
7. However, if the error is still present, repeat steps 1 through 4.

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8. Perform a repair installation of Microsoft Office.
9. Repeat step 5.
10. Repeat step 6.

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Appendix C: Transferring a License

If you license OpenEnterprise on one PC and then decide you want to re-assign the
license to a different PC, you can remove the license from the first PC and then
temporarily transfer (or “park”) the license on the License Registration website. This
restores the license to your total number of purchased licenses and you can then assign
it to the next PC through the normal license registration process.
Note
Once you park a license (which removes it from the original PC) you cannot assign a
new license to that same PC without first contacting our Technical Support personnel
for codes to restore the demo period for that PC. The technical support number is +1-
800-537-9313. Alternatively, log into SupportNet at this link:
To transfer a license:
1. Select Start > All Programs > Emerson OpenEnterprise > Licensing > License
Manager. The License Manager screen displays.
Note
You can also click Help > Licensing from the OpenEnterprise menu bar.
Transferring a License 59
D301869X012
February 2019
Figure C-1. OpenEnterprise License Manager screen
2. Click Park License and save the park (.PRK) file the system generates. Note the file’s
location; you need to access this file later in the process.
3. Click Get Key to go to the License Registration website.
4. Enter your License ID and password and click Sign-On.
5. Click the Park option; this displays the Park License screen. Complete it to remove
the license from the current PC.
60 Transferring a License
D301869X012
February 2019
Figure C-2. OpenEnterprise Park License screen
6. Enter your name in the Your Name field and enter your e-mail address in both the
E-Mail Address and Verify E-Mail fields. This is the address to which the licensing
website sends your key file.
7. Click Browse to locate the park file generated in step 2.
8. Click Submit. When the website accepts the park file it displays the message Park
File Operation Completed Successfully.
9. Exit the License Manager. You can now re-assign the license to a different PC by
following the standard licensing procedure.
Transferring a License 61
D301869X012
February 2019
For customer service and technical support,

visit www.Emerson.com/SupportNet.
Global Headquarters,
North America, and Latin America:
Emerson Automation Solutions
6005 Rogerdale Road
Houston, TX 77072 U.S.A.
T +1 281 879 2699 | F +1 281 988 4445
www.Emerson.com/RemoteAutomation
Europe:
Unit 1, Waterfront Business Park
Dudley Road, Brierley Hill
Dudley DY5 1LX UK
T +44 1384 487200 | F +44 1384 487258
Middle East/Africa:
Emerson FZE
P.O. Box 17033 © 2019 Emerson. All rights reserved.
Jebel Ali Free Zone — South 2
Dubai U.A.E. This publication is for informational purposes only. While every effort has been
T +971 4 8118100 | F +971 4 8865465 made to ensure accuracy, this publication shall not be read to include any
warranty or guarantee, express or implied, including as regards the products or
Asia-Pacific: services described or their use or applicability. Remote Automation Solutions
Emerson Automation Solutions (RAS) reserves the right to modify or improve the designs or specifications of its
Remote Automation Solutions products at any time without notice. All sales are governed by RAS terms and
1 Pandan Crescent conditions which are available upon request. RAS accepts no responsibility for
Singapore 128461 proper selection, use or maintenance of any product, which remains solely with
T +65 6777 8211| F +65 6777 0947 the purchaser and/or end-user.

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OpenEnterprise Version 3.

OpenEnterprise™ Version 3.3 Installation

Remote Automation Solutions

Appendix A: Installing Remote Desktop Services 29

Appendix B: Installing Microsoft® Office® 51

Appendix C: Transferring a License 59

Essential to a successful OpenEnterprise installation is a clear understanding of the

1. Minimum Hardware and Operating System

System Component Specifications

OpenEnterprise Server (Simplex license)

System Component Specifications

OpenEnterprise Server (Pro license)

System Component Specifications

OpenEnterprise Server (Max license)

System Component Specifications

System Component Specifications

Remote Comm Manager, Standalone OPC Server, Standalone

Workstation Terminal Server

Server disk size

AMS Device Manager

Upgrading a Redundant Pair

1. Stop the OpenEnterprise Windows service on the standby.

Installing Workstation Localization

Upgrading to GraphWorX™ 9.4

When installing OpenEnterprise 3.3 on a workstation or workstation/server, the process

To upgrade to GraphWorX 9.4:

Figure 1-1. Kill License Web Page

Microsoft Windows Long-Term Branching Service (LTBS) Software

Validating Custom Components

1. Using the Installation Wizard

Upgrading to OpenEnterprise Version 3.3 (Default File Locations)

Upgrading to OpenEnterprise Version 3.3 (AMS HART Pass-Through)

Upgrading from OpenEnterprise Version 2.83 to Version 3.3

Disabling User Account Control

4. Reboot the PC to allow these changes to take effect.

2. Installing Requisite Software

Installing Microsoft .NET Framework 3.5 SP1

6. Select options as shown in Figure 2-6.

Figure 2-6. Features section of Add Roles and Features wizard

Figure 2-7. Confirmation section of Add Roles and Features wizard

Figure 2-9. Result section of Add Roles and Features wizard

3. Choosing Installation Options

Installation Configurations and OS Compatibility

For hardware specifications, refer to tables in Chapter 1 based on server (Simplex,

For hardware specifications, refer to the tables in Chapter 1.

For hardware specifications, refer to the tables in Chapter 1.

For hardware specifications, refer to the tables in Chapter 1.

For hardware specifications, refer to the tables in Chapter 1.

For hardware specifications, refer to the tables in Chapter 1.

For hardware specifications, refer to the tables in Chapter 1.

For hardware specifications, refer to the tables in Chapter 1.

4. Installing and Licensing OpenEnterprise Server

4. Reboot your computer to complete the installation process.

5. License the server software (without an Internet connection).

5. Installing and Licensing OpenEnterprise

1. Select Install OpenEnterprise on the OpenEnterprise software selection screen.

17. License the server software (without an Internet connection).

6. Installing and Licensing OpenEnterprise

1. Select Install OpenEnterprise on the OpenEnterprise software selection screen.

7. Installing Remote Comm Manager Software

8. Installing Standalone OPC Server Software

1. Select Install OpenEnterprise on the OpenEnterprise software selection screen.

9. Installing Standalone Reporting Software