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Business FLEX® 240

Installation Cookbook

Revision Date: September 2010


Copyright, Notices, and Trademarks

Copyright, Notices, and Trademarks


© Honeywell International Inc. 1998 – 2010. All Rights Reserved.
While this information is presented in good faith and believed to be accurate, Honeywell disclaims the implied
warranties of merchantability and fitness for a particular purpose and makes no express warranties except as may be
stated in its written agreement with and for its customer.
In no event is Honeywell liable to anyone for any indirect, special or consequential damages. The information and
specifications in this document are subject to change without notice.
Honeywell, Experion, Uniformance and Business FLEX are registered trademarks of Honeywell International Inc.
Microsoft and Windows are either registered trademarks or trademarks of Microsoft Corporation in the United States
and/or other countries.
Oracle is a registered trademark of Oracle Corporation.
Crystal Reports and Business Objects are trademarks or registered trademarks of Business Objects SA in the United
States and/or other countries.
Adobe and Acrobat Reader are either registered trademarks or trademarks of Adobe Systems Incorporated in the
United States and/or other countries.
OSIsoft and The PI System are either registered trademarks or trademarks of OSIsoft, Inc.
All other brand and product names shown are trademarks of their respective owners.

About Business FLEX®


Business FLEX® is a family of advanced applications that improve Plant profitability by enabling Plant staff to work
more effectively and make better decisions. To learn more about Business FLEX 240 and other Honeywell software
solutions, contact your Honeywell account manager.
Visit us online at www.honeywell.com/ps, or contact us at 800-822-7673.
Honeywell, 1860 West Rose Garden Lane, Phoenix, Arizona, 85027, USA.

Release Information
Business FLEX: Release 240
Revision Date: September 2010
Business FLEX Database Version: BF240.0.00

ii  Installation Cookbook
Installation Cookbook

Installation Cookbook
The Installation Cookbook summarizes the steps required to install applications
for Business FLEX® 240 (BF240) release.
This document is a high-level document and does not apply to all environments,
does not cover all possibilities, and is not a replacement for the installation or
upgrade guides.
This cookbook applies to sites that are installing Business FLEX 240, and using
one or more of the following applications: Blend Management, KPI Manager,
LIMS, Operating Instructions, Operations Logbook, Operations Monitoring, and
Production Balance.
Please send any comments or questions to the Honeywell Help Desk at
support@honeywell.com. Ensure that you type Business FLEX in the subject
line of your e-mail.

General Notes
The applications covered in this cookbook require Microsoft’s IIS Web Server,
Oracle, Microsoft SQL Server, Crystal Reports, and various service programs.
Most applications also require a historian, which is assumed to be PHD in this
document. You must upgrade the historian to a release that is supported by
Business FLEX 240 before installing BF240.
The server components – IIS, Oracle, SQL Server, services and historian may run
on one or several computers. This cookbook does not address how the server
components are distributed. If you have more than one server, plan for what
software need to be installed on each server. All the server components must be
upgraded together.
The applications mentioned in this cookbook have some client components that
are installed on end user computers. Only some users require client components,
but all users who have the client components must be upgraded. With minor
exceptions, Business FLEX does not support having clients from one release
connect to servers from a different release.
Experion Application Framework (EAF) software is shared by Honeywell’s
Experion PKS systems and applications. EAF includes Experion Desktop Server
(EDS), Experion Application Server (EAS), and other components. This
cookbook covers applications that use EDS only.
This cookbook assumes that you have installed PHD215 or PHD300, Oracle
10g/11g, and SQL Server 2008.

3
What You Need

All server components require Windows Server 2008. If you are currently using
Windows 2000 Server or Windows 2003 Server, note that Microsoft advises
doing a fresh installation of Windows Server 2008, instead of upgrading from
Windows 2000 or 2003.
Business FLEX 240 supports Crystal Reports Server 2008 V1.
Many Business FLEX applications support internationalization. If you create the
Oracle database in Unicode, it will handle all languages, including English, other
Western languages, and Chinese. If you choose to create a non-Unicode database,
it will support only Western European languages such as English, Spanish, and
German.

What You Need


You need the following before you begin:
 License keys for Blend Management, KPI Manager, LIMS, Operating
Instructions, Operations Logbook, Operations Monitoring, Production
Balance, and Workcenter issued for BF240 release.
 Software disks:
 Business FLEX 240 Software and Documentation
 EDS R330 Software and Documentation
 Documents:
 Oracle Database Installation Guide for Business FLEX 240, file BFO-
INS.pdf, found in the Business FLEX 240 Software and Documentation
disk, in the \Documentation directory.
 Overall System Installation Guide for Business FLEX 240, file BF-
INS.pdf, found in the Business FLEX 240 Software and Documentation
disk, in the \Documentation directory.
 System Guide for Business FLEX 240, file BF-SYS.pdf, found in the
Business FLEX 240 Software and Documentation disk, in the
\Documentation directory.
 Experion Desktop Server Software Installation and Upgrade Guide,
found in the EDS R330 Software and Documentation disk, in the
\Documentation directory.
 Additional software:
 Microsoft SQL Server 2008.
 Oracle Server 10g including the 10.2.0.4.0 patch or Oracle 11gR2.
 Crystal Reports Server 2008 V1 plus license keys.

4  Installation Cookbook
Planning the Installation

 You should have installed PHD 215 or 300.


NOTE: This cookbook contains links to topics in other documents. Ensure to
copy this cookbook along with all documents mentioned to the same folder for
the links to function appropriately.

Planning the Installation


In general, you can plan for installation in the following order:
 Install Oracle Server, including upgrades to the Oracle software and the
Business FLEX database.
 Install SQL Server and then install EDS.
 Install rest of the server components.
 Install client software on one computer (which can be a server).
 Install client on the remaining computers.

Installing the Oracle Database


These steps help you install the Oracle database:
1. Understand the Business FLEX database installation and guidelines before
starting the installation. Refer to the sections Understanding
Business FLEX Database Installation and
Installation Guidelines in Oracle Database Installation Guide.
2. Understand the prerequisites required before installation. Refer to the section
Prerequisites in Oracle Database Installation Guide.
3. Install and configure Oracle 10g/11g standard and enterprise edition server
software and check the Oracle services. Refer to the section Install and
Configure Oracle 10g Server Software/ Install and
Configure Oracle 11g Server Software in Oracle Database
Installation Guide.
4. Create the Business FLEX database and configure the Oracle Enterprise
Manager for Oracle 10g/11g. Refer to the section Create Business
FLEX Database in Oracle Database Installation Guide.
5. Configure the TNSNAMES.Ora and LISTENER.Ora files. Refer to the
section Create the Oracle NET Configuration Files in
Oracle Database Installation Guide.

5
Installing the Business FLEX Server

6. If your site uses PHD 215 as the historian, refer to the section Enable
Database Synchronization with PHD215 and if your site uses
PHD 300 as the historian, refer to the section Enable Database
Synchronization with PHD300 in Oracle Database Installation
Guide.

Installing the Business FLEX


Server
These steps help you install the Business FLEX server:
1. Locate the installation media before starting the server installation. Refer to
the section Installation Media in the Overall System Installation
Guide.
2. Determine which server packages are required for your site. Refer to the
section Which Packages Can Be Installed? in the Overall
System Installation Guide.
3. For each server package to be selected, determine optional settings. Refer to
the section Server Package Options in the Overall System
Installation Guide.
4. Identify the server(s) on which server packages are to be installed. Ensure
these servers meet the applicable server requirements. Refer to the section
Supported and Minimum Systems in the System Guide.
5. Ensure that required prerequisite software is installed as required by the
package that is to be installed. Refer to the section Prerequisite
System and Software Requirements in the Overall System
Installation Guide.
6. Understand the prerequisites for application and web server packages before
installation. Refer to the sections Overall Prerequisites for
Application Server Packages and Overall
Prerequisites for Web Server Packages in the Overall
System Installation Guide.
7. Enable the Business FLEX applications after installation. Refer to the section
Enabling Business FLEX Applications in the Overall System
Installation Guide.
8. Install the Experion Desktop Server 330 as explained in the Experion
Application Framework Software Installation and Upgrade Guide.
9. Install the Crystal Reports Server 2008 V1. Refer to the section
Installing Crystal Reports Server in the Overall System
Installation Guide.

6  Installation Cookbook
Installing the Business FLEX Server

10. Access the Business FLEX installation files from a desired network location.
Refer to the section Network Procedure in the Overall System
Installation Guide.
11. Install the Business FLEX server software. The master server installation
program is located on the Business FLEX 240 Software and Documents disk,
in the \Software\Install Masters folder and is called Business FLEX Server
Installs.exe. Refer to the section Server Installation Procedures
in the Overall System Installation Guide.
12. If some Business FLEX server components are to be installed on another
server (not including the Oracle database), repeat the previous step on each
server.
13. Complete the post-installation procedures. Refer to the sections
Application Server Packages Post-Installation
Procedures and Web Server Packages Post-
Installation Procedures in the Overall System Installation Guide.

7
Installing the Business FLEX Client

Installing the Business FLEX


Client
These steps help you install the Business FLEX client:
1. Determine the client packages that are required for each user. Refer to the
section Which Packages Can Be Installed? in the Overall
System Installation Guide.
2. Determine the optional settings for each client package to be selected. Refer
to the section Client Package Options in the Overall System
Installation Guide.
3. Identify the client computers that access the Business FLEX applications.
Ensure that these computers meet the end-user computer requirements. Refer
to the section Supported and Minimum Systems in the System
Guide.
4. Ensure that the required prerequisite software is installed as required by the
client package that is to be installed. Refer to the section Prerequisite
Software Requirements in the Overall System Installation Guide.
5. Determine the best method for performing the client installation at your site.
Refer to the section Methods for Client Installation in the
Overall System Installation Guide.
6. Install the Business FLEX client software on selected computers. The master
server installation program is located on the Business FLEX 240 Software
and Documents disk, in the \Software\Install Masters folder and is called
Business FLEX Client Installs.exe. Refer to the section Client
Installation Procedures in the Overall System Installation Guide.
7. Complete the Post-installation procedures. Refer to the section Post-
Installation Procedures in the Overall System Installation Guide.

8  Installation Cookbook
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Honeywell
1860 West Rose Garden Lane,
Phoenix, Arizona, 85027, USA
800-822-7673

www.honeywell.com/ps

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