Migration Users Guide
Migration Users Guide
RELEASE 511
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Contents 3
Chapter 1 - ABOUT THIS GUIDE 7
1.1 Special Terms 7
1.2 Revision History 8
Chapter 2 - BEFORE YOU BEGIN 9
2.1 Experion system migration 9
2.1.1 About Experion HS 9
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4.1.1 Creating a disk image of the hard drive 20
4.1.2 Performing system backup 20
4.1.3 Verifying the Windows manger account passwords 21
4.1.4 Verifying the latest Experion software updates 21
4.1.5 Performing MasterLogic Backup 22
4.1.6 Verifying the communication network 22
4.1.7 Running the Checkdisk utility 22
4.1.8 Calculating the disk space 23
4.1.9 Recording Windows network configuration settings 23
4.1.10 Acknowledging all process and system alarms 23
4.1.11 Disabling file replication before migration 24
4.1.12 Creating a shared folder on the EMSN 24
4.1.13 Checking the synchronization status 25
4.1.14 Disabling antivirus software 25
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4.3.2 Migrating an Experion HS SCADA Client 39
4.3.3 Guidelines for naming SCADA Client 42
4.3.4 Installation considerations 42
4.3.5 Turning off the Windows automatic updates option 43
4.3.6 Setting the display resolution 43
4.3.7 Configuring visual effects for increased performance 44
4.3.8 Customizing the power options 44
4.3.9 Disabling automatic disk defragmentation 44
4.3.10 Turning off Windows Defender 45
4.3.11 Disabling the fast user switching option 45
4.3.12 Disabling the antivirus services and applications 45
4.3.13 Completing the Experion node migration 46
4.3.14 Re-enabling the antivirus software 46
4.3.15 Setting up time synchronization 47
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4.4.22 Synchronizing the server databases 59
4.4.23 Enabling file replication 59
4.4.24 Enabling file backup (flbkup.def) 60
4.4.25 Adding servers to a system 60
4.4.26 Enable EMDB replication 61
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CHAPTER
The Experion HS R511 migration guide assists you in understanding, planning, and migrating
your current Experion HS system. Specifically, this guide provides information and guidance for
migrating systems to Experion HS R511.
Term Description
Base The release version of Experion that is currently in use before the
release migration.
Migration A tool that is used for saving the server data before migration.
Tool
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Chapter 1 - ABOUT THIS GUIDE
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CHAPTER
NOTE
OS reinstallation is mandatory when you migrate to R510 from R410 or R430 or R510.
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Chapter 2 - BEFORE YOU BEGIN
In some migration scenarios, the EMSN is hosted on a computer that is in a domain and the
computer to be migrated is also a member of a domain. Resolution information will be lost for both
the Universal Naming Convention (UNC) path name to the EMSN connection and the security
(account/password) information when the following migrations are performed:
l All systems/releases that undergo a hardware platform upgrade during migration.
l All systems/releases that undergo an Operating System reinstall during migration.
There are several options that users can perform to manually work around this problem, with
option 3 being the preferred method:
1. If the machine is local to the system, (both computers operating within the same network).
a. Use normal UNC.
b. For security (account and password), create a local account (and password) on the
domain system that will match the account used to perform the migration on the node
being migrated.
l Add this account to the Share and File Permissions on the EMSN.
l The account entered should be the Account Name, and the associated password. Or,
you can specify an account on the EMSN by entering EMSNHostName\Account.
l Enter password normally.
2. If the machine is not local to the system, (computers must communicate across a router).
a. Define the server UNC path in the following format: \\ESMN Host IP Address\<<EMSN
ShareName>> For example: \\192.168.0.1\ESMN
b. For security (account and password), create a local account (and password) on the
domain system that matches the account used to perform the migration on the node
being migrated.
l Add this account to the Share and File Permissions on the EMSN.
l Enter the account name as <<EMSN Host IP Address>>\Account. For example:
192.168.0.1\MigAccount.
l Enter password normally.
3. All Cases:
A reconnection failure may occur during migration, (after the hardware platform upgrade
and/or Operating System install).
a. Cancel migration.
b. Enter the DNS, WINS, and other information into the IP Address configuration of each
network card. (TCP/IP properties.)
c. Add system back into the domain. (Reboot of system is required.)
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Chapter 2 - BEFORE YOU BEGIN
TIP
The ESIS and the (EMSN) can be hosted on the same or separate physical nodes. When
combined on the same node, you must create separate shares to access the ESIS and the
EMSN.
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Chapter 2 - BEFORE YOU BEGIN
Following are the high-level tasks to be performed before using each of the options.
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Chapter 2 - BEFORE YOU BEGIN
Use the following information as a reference for estimating the time to perform migration. The
estimates are calculated based on a group of 5-10 stations and redundant servers. These times
can vary significantly based on user experience, database size, and the current condition of the
system.
Migrate each SCADA Client 1–2 hours each 1–2 hours each
If you have redundant servers, the node hardware for both ServerA and ServerB must be
identical.
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Chapter 2 - BEFORE YOU BEGIN
l To determine Total space (T), right-click Drive C: and click Properties. The used space is
displayed in the dialog box that appears.
l The Base size in is the estimate for the Experion software installed in the server/client node,
minus Experion data and database files stored on the node.
l Options (O) include third-party applications, although the applications are not saved or
migrated forward during migration.
If you plan to use the same EMSN as storage for other node migrations, you must consider the
additional disk space needed. Identify a system (computer name) in the EMSN file structure that
has completed migration and delete all folders and data located under the system name to free up
space on the EMSN for future migrations.
Estimated
EMSN
Space
Node Type Total space (T) Base size (B) Options (O) needed
T - (B +O)
= EMSN
Server 8 GB + Options 9
CAUTION
If a new Operating System is installed or hardware platform is changed, all the custom local
user groups, custom local user accounts, and user-defined security policies (such as access
control lists on files and directories) are not saved during the migration.
Custom local user groups and custom local user accounts must be saved or documented in order
to restore them after the migration, if needed. You must capture the specific configurations and
settings for these groups and accounts, so that they can be restored. Any user specific files/folders
and their associated Access Control Lists (ACLs) settings and any user-defined security policies
that are not created during the Experion installation must be saved, so that they can be loaded to
the migrated system.
Note that Experion standard local groups, user accounts and policies are saved and restored to the
system by Experion Migration.
The Experion standard local account includes the following:
l LocalComServer
l mngr
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Chapter 2 - BEFORE YOU BEGIN
Both the Experion standard local accounts are used only by services/servers. They are not
allowed to be used interactively.
l Digital Video Manager (DVM) — Compatibility with Experion — DVM. See the Digital Video
Manager User Guide for details to migrate DVM client and host components.
l Process History Database (PHD)
l Safety Manager - If you have Experion systems with Safety Manager, consider the following
before migration:
o Check if the new Windows platform used on a migrated Safety Station (the station
running Safety Builder — Safety Manager's Safety Station software) is supported by
the release of Safety Builder you have installed. For more information refer to the
Safety Manager Software Reference or the Release Notes of Safety Manager installed
in the system.
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Chapter 2 - BEFORE YOU BEGIN
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CHAPTER
This section describes the tasks that you need to perform to start the migration process. Before
you begin the migration, ensure that:
l You have read the Experion HS R511 SCN which contain the last-minute information that was
not included in the standard documents. You must read this document to find out any
migration related information that is applicable to the system you are migrating.
l You have read the migration planning information for information related to your system and
the planned migration.
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Chapter 3 - GETTING STARTED WITH MIGRATION
Additionally, check the time zone setting on other servers in the system, and make the changes so
that all the nodes are set to the same time. .
Experion software includes support for the latest Daylight Savings Time fixes. However, due to
recent global time zone adjustments, it may be necessary to reset the time zone settings during
some migration scenarios. You need to verify the time zone and set the time (if necessary) after
the software upgrade, but before re-establishing server redundancy, and all other nodes.
Systems that use customized (user-defined) displays created in Display Builder (.dsp files)
and/or HMIWeb Display Builder (.htm files) should follow these important considerations.
Not following these recommendations may result in the loss of customized display files.
You must back up any file that contains user-defined information, (such as customized displays)
before starting the migration. These files may not be migrated as part of the migration process and
need to be reinstalled after migration.
Any custom display files may be stored in a user-defined location and may not be migrated
forward. Hence you must manually save these files before migration and then restore it after
migration. For example, you must back up and save the following files before starting migration.
l Point detail displays
l Faceplates
l *.css files
l *.htm files
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Chapter 3 - GETTING STARTED WITH MIGRATION
In Display Builder when you save a display (.dsp file), you can specify the display release for the file.
This allows you to save the display in an old format which would allow you to use the display file
with an older release of Station. Once a display file has been updated or saved for a newer release,
it cannot be displayed on a Station operating on an older release.
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CHAPTER
l When migrating redundant server systems, you must migrate ServerB first. After completing
ServerB migration, verify if the migration is successful and then proceed with the migration of
rest of the nodes.
l Ensure you have created a disk image of ServerB before you stop it. If you want to rollback the
migration, a disk image can make the process easier. If you restore ServerB from a disk image
and ServerB is part of a domain, you need to remove the computer from the Windows domain
and then add again and reestablish the trust relationship.
l All the nodes (servers and stations) must be migrated to the target release before the system
is restarted and nodes start communicating again.
l When migrating non-redundant server systems, perform all the migration tasks on the non-
redundant server.
The system backups must be up-to-date. Before starting the migration, ensure that the
system files are backed up.
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Chapter 4 - PERFORMING THE MIGRATION
2. Save a copy of the flbkup.def file to a remote location, such as another system, removable
media or a file server.
Considerations
l Passwords must be 8 to 14 characters in length and must contain at least one number and at
least one alpha character.
If you are unable to verify the passwords, you must change the password on each node. Use the
Password utility to change Experion Windows account passwords across the Experion system.
If the Password utility warns you that an existing Windows account is no longer
required, you must delete these Windows accounts, unless another application,
other than Experion, uses these Windows accounts.
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Chapter 4 - PERFORMING THE MIGRATION
Pre-migration steps
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Chapter 4 - PERFORMING THE MIGRATION
After migrating to the latest release, the system recovers all alarms automatically. However,
information messages, alarm acknowledgement, shelving, and suppression states are not
retained.
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Chapter 4 - PERFORMING THE MIGRATION
While reinstalling the OS, review each custom file replication configuration on the
computer which uses custom file replication to send files, and note the following:
l The share name and path used for each custom file replication on each
Experion server involved in the migration.
l The computer name, share name, and path on every computer listed as a
specific computer (PC) within those custom file replications, if they are different
from the server's share name and path for the same replication.
4. Close Station.
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5. If you have created a local account on the Windows domain to access this shared folder, do
the following:
a. Click Permissions.
b. Click Add to locate the local account created on the Windows domain, and then click OK.
c. In the Group or user names list, select the account name that you have added.
d. In the Permissions list, click Full Control.
e. Click OK.
6. Click Apply and then OK.
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Chapter 4 - PERFORMING THE MIGRATION
This section is applicable only if you want to install Experion from ESIS repository.
Prerequisites
l Create a folder that functions as the ESIS repository, in the required location. The destination
folder can be created only on local system drives.
l Ensure that minimum space of is available on the ESIS server for setting up the ESIS
repository.
l Ensure you have .Net 2.0 (minimum) installed on your system.
l Disable On-Access Scan for your antivirus program prior to starting the ESIS setup. Ensure
that you enable On-Access Scan for your antivirus program after you have completed the ESIS
setup.
1. Insert the Experion installation media then click Run Experion HS Media Browser in the
AutoPlay dialog box.
The Honeywell — Experion Installer – R511 page appears.
2. Click Setup an Experion Software Installation Server.
If the ESIS tool fails to start and an error message .Net2.0 or higher needs to be installed.
appears, click OK to exit. Go to <Install
Media>\Packages\Microsoft\DotNet3.5\dotnetfx35SP1.exe and install .Net framework 4.5.
3. If a dialog box with file security appears, click Yes.
l Create a new ESIS Repository
l Upgrade existing ESIS Repository
l Resume a failed ESIS Repository creation
l Remove existing ESIS Repository
When the ESIS Preparation Utility is started on the computer for the first time, only
the option Create a New ESIS Repository is enabled by default; all the other options
are disabled.
4. Click Create a New ESIS Repository, if not already selected and click Next.
5. On the Select a path screen, click Browse to select the destination folder for the ESIS
repository.
6. Click Next.
If you select local system drive, a message prompting to share the destination location
appears.
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Chapter 4 - PERFORMING THE MIGRATION
7. Click OK.
The Folder Properties dialog box appears.
Consider the following before setting up permissions for the shared folder:
l Provide only Read permissions to the share.
l Provide share access permissions only to a single user account.
l Do not provide share access permissions Everyone or groups.
9. In the Select media page, select the check boxes against the names of the media to select the
media for ESIS repository creation and click Start.
A message to close all the Explorer windows appears.
10. Close all the windows and click OK to proceed. The Status Display screen appears.
11. After the media is copied, the Description is updated to ESIS Repository [<Name>] created
successfully at <Destination Location>.
12. Click Finish.
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Prerequisites
l When prompted, ensure you enter the same mngr password that was used at the beginning of
the migration.
l If you are using the Experion Software Installation Server (ESIS) to perform migration, make
sure that you have properly created the ESIS share.
l If you have installed MasterLogic Server, ensure that you have disabled the MasterLogic
channel.
1. If a software protection key (dongle) is specified on the license certificate, insert this key on the
computers USB port.
The Found New Hardware dialog box appears.
2. Wait for the Operating System to complete the USB driver installation. Ignore any warning
dialog box that appears and proceed with the installation.
3. Perform one of the following:
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If you are using Experion a. Insert the Experion installation media in the DVD
installation media drive. The AutoPlay dialog box appears.
b. Under Install or run program, click Run Experion
Media Browser. The Honeywell — Experion HS
Installer — R511 page appears.
4. In the Welcome to the Honeywell Experion HS R511 Migration Setup Wizard page, click Next.
The License Agreement page appears.
5. Click I accept the terms in the license agreement and then click Next. The Setup type of Node
to migrate page appears. By default, the setup detects and lists the node that is being
migrated.
6. Click Next.The User and License Information page appears.
7. (This step is not applicable for Migrating SCADA Clients. For SCADA Clients, click Next on the
User and License Information page.) Browse the license file and click Next.The Existing
Packages Details page appears.
8. When migrating Experion HS R410 or R430 or R510 to R511 the Experion Migration Storage
Node and Advanced Migration Options page appears, with an option to re-install the operating
system. Perform one of the following options ONLY If you select the option Operating System
Re- installation.
l l If you select Local EMSN option, then EMSN folder is stored in the software path.
If local EMSN is not required to be stored after migration, then you can select Select this
to delete EMSN once Migration Complete (this helps to manage the disk space) check box.
l l If you select Remote/Network EMSN option, then perform the following:
a. Verify the Select Drive to connect Network Folder list.
b. In the Network Folder text box, click Browse and locate the EMSN node and the shared
folder (for example, \\<IP address>\EMSN>) or type the full path to the EMSN shared
folder, in the format as per the following options.
o For Workgroup: \\<IP_address_of_EMSN_node>\<EMSN_shared_folder>
o For Domain: \\< Domain Name >\<EMSN_shared_folder>
If you want to select EMSN folder from USB drive, click Browse and locate the EMSN
folder. The User Name and Password options are disabled, if you select EMSN folder
from USB drive.
c. Type the User Name and Password to connect to the shared folder.
If you have created a user account on the Windows domain for this purpose, type this
user account and password. Otherwise, type the user name and password of an account
with administrative privileges on the EMSN node.
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Chapter 4 - PERFORMING THE MIGRATION
You must add the EMSN path to the IE trusted site if you are migrating using
ESIS network.
10. Review the package details and then click Next. The Installation Path(s) Selection page
appears.
11. Click Next, if you are using the default installation path. Or
Perform the following to specify a new installation path.
a. Click Change and then click the Browse button corresponding to the path you want to
change.
b. Specify a new installation path.
c. Click Next.
The Feature and Options Selection page appears.
Under Experion HS Install Option the Typical option is selected by default.
12. Click Next, if you do not want any Add-on Features to be installed. Or
Perform the following to install Add-on Features:
a. Click Custom and then select the check box corresponding to the feature you want to
install.
b. Click Next.
The Experion Migration Storage Node and Advanced Migration Options page appears.
13. Click Next.
The Experion Accounts Passwords Entry page appears.
14. Type the password(s) for the Windows MNGR, Expengr, Expoper, (Experion SQL Agent Account
is not applicable for SCADA Clients), and Experion SQL Agent Account and then click Next.
15. (This step is not applicable for Migrating SCADA Clients.) Type the password for the Experion
SQL Account and click Next.
The Summary page appears.
16. Click Install.
The installation begins and few Experion components are installed with no user interaction.
The setup continues until the end of Phase-I migration. “A message appears that Phase 1 of
migration is complete. Reinstall the Operating System."
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17. Install Microsoft Windows 10 Enterprise 2016 LTSB (x64) Operating System. The system
restarts after the Operating System installation.
l Ensure that the computer name has not changed after reinstalling the OS.
If you have changed the computer name, correct the computer name following
the steps in the section .
l The following sections explains the tasks that you must perform in order to
customize the OS.
CAUTION
You cannot change the computer name of the Experion HS servers after the installation.
However, if you want to change the computer name, you must reinstall the servers
software.
All Experion HS Servers/client computers must have a unique fixed name and IP address. The
following are the basic restrictions when naming the servers/client computers.
l The computer name must be 14 characters, or less, in length.
l The computer name must begin with an alphabetic character. For example a to z, or A to Z.
l The computer name cannot contain spaces or other non-standard characters.
l For non-redundant servers nodes, the computer name MUST NOT end with A or B.
l For redundant servers nodes, the computer name MUST end with A or B.
l The computer name must not end with "0" or "1". (Ending a name with 0 or 1 may result in
communication failure if you have redundant networks, because 0 and 1 suffixes are
appended to the computer names in host files to identify redundant links.)
All procedures in this section are applicable for all the nodes, irrespective of entry level or high
capacity system. The steps to be performed may vary only based on the operating system.
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The Display Settings dialog box appears only if you are adjusting the display setting
for the first time.
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Chapter 4 - PERFORMING THE MIGRATION
4. Click Administrator, clear the Use this program check box, and then click Save. If you're
prompted for an administrator password or confirmation, type the password or provide
confirmation.
l After completing the OS installation, perform the following steps to continue Experion
migration.
l Ensure the virus protection software is disabled until Experion software installation is
completed.
l When prompted, be sure to enter the same mngr password that was used at the beginning of
the migration checklist.
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Chapter 4 - PERFORMING THE MIGRATION
Option Description
If you are using an ESIS Select the mapped drive for the ESIS, or run
to perform migration the setup.exe .
If you are using the Insert the Experion installation media again in
installation media to the DVD drive and double-click the setup.exe.
perform the migration
2. In the Welcome to the Honeywell Experion HS R511 Installation Setup page, click Next.
The Migration/Clean Install Selection page appears.
3. Click Continue Migration and then click Next.
The Experion Migration Storage Node page appears.
4. In the Select Drive to connect Network Folder list, select the drive letter that is assigned to the
mapped EMSN shared folder.
5. In the Network Folder box, type the full path to the EMSN shared folder, in the format as per
the following options:
For Workgroup: \ \<Computer_name_of_EMSN_node>\<\EMSN_shared_folder>
and
For Domain: \ \< Domain Name >\<EMSN_shared_folder>
OR
Click Browse and locate the EMSN node and the shared folder. For example,
\\192.168.0.1\EMSN.
6. Type the User Name and Password to connect to the shared folder.
If you have created a user account on the Windows domain for this purpose, type this user
account and password. Otherwise, type the user name and password of an account with
administrator privileges on the EMSN node.
You must add the EMSN path to the IE trusted site if you are migrating using ESIS
network.
7. Click OK.
The wizard continues the migration and the Experion HS - Status Display page displays the
progress of migration.
Ignore the small user interface window that appears during server patch
installation. Ensure you do not click anywhere during this step.
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Chapter 4 - PERFORMING THE MIGRATION
Prerequisites
l Your computer must be “off control” before defragmenting the hard disk because the
performance of the computer is severely degraded during the defragmentation process.
l Check that no other applications (Experion Server, SQL Server, and so on.) are running
because the procedure involves restarting the computer.
l It is recommended that you add this task to your system's maintenance schedule, so that it is
performed during control shutdowns.
l You can upgrade the default fragmentation utility included with Windows to the full version.
Executive Software's Diskeeper includes a scheduler, and can defragment folders and page
files when a computer restarts. Defragmentation tasks affect the control system if they are set
to run automatically with the scheduler. Care must be taken when scheduling defragmentation
tasks. For more details, choose Start > Windows Administrative Tools > Defragment and
Optimize Drives, to refer to the Windows Help for Disk Defragmenter using the path.
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Chapter 4 - PERFORMING THE MIGRATION
application.
18. Click OK to close the Properties dialog box.
19. Restart the computer and then log on to the system using an account with administrator
privileges.
After completing the migration, you must synchronize the time between the node and the time
server.
You must log on to the migrated node with Windows System Administrator permission.
1. Open Station.
2. Click Station > Connection Properties.
3. Click the Toolbars tab.
4. Edit reference in Menu, toolbar and keyboard shortcuts: to display proper reference for
currently installed Experion release.
5. Click the Displays tab.
6. Edit search reference for the current release.
7. Click Save to save the changes and close the dialog box.
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Chapter 4 - PERFORMING THE MIGRATION
Prerequisites
The Autosave option must be disabled in HMIWeb Display Builder before you update your display
files.
1. On the client node, back up all directories that contain the display files.
2. On the server, go to .
3. Right-click BulkDisplayMigrator.exe and click Run As Administrator.
4. Browse to the abstract folder that contains any custom display (.htm) files.
5. Click Go to run the bulk Display Migration tool on these folders to update the display files.
Be sure to enable the autosave option (if desired) after the display files have been
updated.
1. Obtain the printout or log of the configuration settings recorded before migration of the
server. For more information see the section, Recording Windows network configuration
settings.
2. Enter the configuration values in the appropriate Windows dialog boxes.
3. Re-map the paths to network drives previously configured on the system.
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l When you open Configuration Studio for the first time after migration,
o the Quick Builder migration wizard is launched to migrate the database
file.Do not click cancel during this migration process and allow the wizard
to complete its task.
Prerequisites
l When prompted, ensure you enter the same mngr password that was used at the beginning of
the migration.
l If you are using the Experion Software Installation Server (ESIS) to perform migration, make
sure that you have properly created the ESIS share.
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Chapter 4 - PERFORMING THE MIGRATION
If you are using Experion a. Insert the Experion installation media in the DVD drive.
installation media
The AutoPlay dialog box appears.
b. Under Install or run program, click Run Experion Media
Browser.
The Honeywell — Experion HS Installer — R511
page appears.
2. In the Welcome to the Honeywell Experion HS R511 Migration Setup Wizard page, click Next.
The License Agreement page appears.
3. Click I accept the terms in the license agreement and then click Next.
The Setup type of Node to migrate page appears.
By default, the setup detects and lists the node that is being migrated.
4. Click Next.
The User and License Information page appears.
5. (This step is not applicable for Migrating SCADA Clients. For SCADA Clients, click Next on the
User and License Information page.) Browse the license file and click Next.
The Existing Packages Details page appears.
6. When migrating Experion HS R410 or HS R430 or HS R510 to HS R511, the Experion
Migration Storage Node and Advanced Migration Options page appears, with an option to re-
install the operating system. Perform one of the following options ONLY If you select the
option Operating System Re-installation.
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l If you select Local EMSN option, then EMSN folder is stored in the software path.If local
EMSN is not required to be stored after migration, then you can select Select this to delete
EMSN once Migration Complete (this helps to manage the disk space) check box.
l If you select Remote/Network EMSN option, then perform the following:
a. Verify the Select Drive to connect Network Folder list.
b. In the Network Folder text box, click Browse and locate the EMSN node and the shared
folder (for example, \\<IP address>\EMSN>) or type the full path to the EMSN shared
folder, in the format as per the following options.
o For Workgroup: \\<IP_address_of_EMSN_node>\<EMSN_shared_folder>
o For Domain: \\< Domain Name >\<EMSN_shared_folder>
If you want to select EMSN folder from USB drive, click Browse and locate the EMSN
folder. The User Name and Password options are disabled, if you select EMSN folder
from USB drive.
c. Type the User Name and Password to connect to the shared folder.
If you have created a user account on the Windows domain for this purpose, type this
user account and password. Otherwise, type the user name and password of an account
with administrative privileges on the EMSN node.
You must add the EMSN path to the IE trusted site if you are migrating using
ESIS network.
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Under Experion PKS Install Option the Typical option is selected by default.
10. Click Next, if you do not want any Add-on Features to be installed.
Or
Perform the following to install Add-on Features:
a. Click Custom and then select the check box corresponding to the feature you want to
install.
b. Click Next.
The Experion Migration Storage Node and Advanced Migration Options page appears.
11. Click Next.
The Experion Accounts Passwords Entry page appears.
12. Type the password(s) for the Windows MNGR, Expengr, Expoper, (Experion SQL Agent Account
is not applicable for SCADA Clients), and Experion SQL Agent Account and then click Next.
13. (This step is not applicable for Migrating SCADA Clients.) Type the password for the Experion
SQL Account and click Next.
The Summary page appears.
14. Click Install.
The installation begins and few Experion components are installed with no user interaction.
The setup continues until the end of Phase-I migration. “A message appears that Phase 1 of
migration is complete. Reinstall the Operating System."
15. Install Microsoft Windows 10 Enterprise 2016 LTSB (x64) Operating System.
The system restarts after the Operating System installation.
l Ensure that the computer name has not changed after reinstalling the OS.
If you have changed the computer name, correct the computer name following
the steps in the section .
l The following sections explains the tasks that you must perform in order to
customize the OS.
CAUTION
You cannot change the computer name of the SCADA Client after the installation. However,
if you want to change the computer name, you must reinstall the client software.
All Experion client computers must have a unique fixed name and IP address. The following are
the basic restrictions when naming the client computers.
l The computer name must be 14 characters, or less, in length.
l The computer name must begin with an alphabetic character. For example a to z, or A to Z.
l The computer name cannot contain spaces or other non-standard characters.
l The computer name must not end with "0" or "1". (Ending a name with 0 or 1 may result in
communication failure if you have redundant networks, because 0 and 1 suffixes are appended
to the computer names in host files to identify redundant links.)
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l You must use a user account with administrative privileges to install Experion. Do not use the
default Windows administrator account.
l For redundant systems, the node hardware for ServerB and ServerA must be identical.
l Verify the operating system installed on your system by performing the following:
1. On the Start menu, right-click Computer and then click Properties.
2. Verify the system information in the System Properties window.
l All procedures in this section are applicable for all the nodes, irrespective of entry level or high
capacity system. The steps to be performed may vary only based on the operating system.
The Display Settings dialog box appears only if you are adjusting the display setting
for the first time.
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Chapter 4 - PERFORMING THE MIGRATION
Option Description
If you are using an ESIS Select the mapped drive for the ESIS, or run
to perform migration the setup.exe .
If you are using the Insert the Experion installation media again in
installation media to the DVD drive and double-click the setup.exe.
perform the migration
2. In the Welcome to the Honeywell Experion HS R511 Installation Setup page, click Next.
The Migration/Clean Install Selection page appears.
3. Click Continue Migration and then click Next.
The Experion Migration Storage Node page appears.
4. In the Select Drive to connect Network Folder list, select the drive letter that is assigned to the
mapped EMSN shared folder.
5. Type the User Name and Password to connect to the shared folder.
If you have created a user account on the Windows domain for this purpose, type this user
account and password. Otherwise, type the user name and password of an account with
administrator privileges on the EMSN node.
You must add the EMSN path to the IE trusted site if you are migrating using ESIS
network.
6. Click .
The wizard continues the migration and the Experion HS - Status Display page displays the
progress of migration.
Ignore the small user interface window that appears during server patch
installation. Ensure you do not click anywhere during this step.
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Chapter 4 - PERFORMING THE MIGRATION
After completing the migration, you must synchronize the time between the node and the time
server.
You must log on to the migrated node with Windows System Administrator permission.
1. Obtain the printout or log of the configuration settings recorded before migration of the
server. For more information see the section, Recording Windows network configuration
settings.
2. Enter the configuration values in the appropriate Windows dialog boxes.
3. Re-map the paths to network drives previously configured on the system.
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l Reapplied any configurations that needs to be applied to the Operator accounts that were
linked to Windows user accounts.
l Reapplied any customizations to the standard station menus, if any.
l Reapplied any changes to the station configuration file (..\Windows\station.ini), if any.
l Reapplied the configuration settings of station setup file.
Prerequisites
l When prompted, ensure you enter the same mngr password that was used at the beginning of
the migration.
l If you are using the Experion Software Installation Server (ESIS) to perform migration, make
sure that you have properly created the ESIS share.
l If you have installed MasterLogic Server, ensure that you have disabled the MasterLogic
channel.
1. If a software protection key (dongle) is specified on the license certificate, insert this key on the
computers USB port.
The Found New Hardware dialog box appears.
2. Wait for the Operating System to complete the USB driver installation. Ignore any warning
dialog box that appears and proceed with the installation.
3. Perform one of the following:
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Chapter 4 - PERFORMING THE MIGRATION
If you are using Experion a. Insert the Experion installation media in the DVD
installation media drive. The AutoPlay dialog box appears.
b. Under Install or run program, click Run Experion
Media Browser. The Honeywell — Experion HS
Installer — R511 page appears.
4. In the Welcome to the Honeywell Experion HS R511 Migration Setup Wizard page, click Next.
The License Agreement page appears.
5. Click I accept the terms in the license agreement and then click Next. The Setup type of Node
to migrate page appears. By default, the setup detects and lists the node that is being
migrated.
6. Click Next.The User and License Information page appears.
7. (This step is not applicable for Migrating SCADA Clients. For SCADA Clients, click Next on the
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User and License Information page.) Browse the license file and click Next.The Existing
Packages Details page appears.
8. When migrating Experion HS R410 or R430 or R510 to R511 the Experion Migration Storage
Node and Advanced Migration Options page appears, with an option to re-install the operating
system. Perform one of the following options ONLY If you select the option Operating System
Re- installation.
l l If you select Local EMSN option, then EMSN folder is stored in the software path.
If local EMSN is not required to be stored after migration, then you can select Select this
to delete EMSN once Migration Complete (this helps to manage the disk space) check box.
l l If you select Remote/Network EMSN option, then perform the following:
a. Verify the Select Drive to connect Network Folder list.
b. In the Network Folder text box, click Browse and locate the EMSN node and the shared
folder (for example, \\<IP address>\EMSN>) or type the full path to the EMSN shared
folder, in the format as per the following options.
o For Workgroup: \\<IP_address_of_EMSN_node>\<EMSN_shared_folder>
o For Domain: \\< Domain Name >\<EMSN_shared_folder>
If you want to select EMSN folder from USB drive, click Browse and locate the EMSN
folder. The User Name and Password options are disabled, if you select EMSN folder
from USB drive.
c. Type the User Name and Password to connect to the shared folder.
If you have created a user account on the Windows domain for this purpose, type this
user account and password. Otherwise, type the user name and password of an account
with administrative privileges on the EMSN node.
You must add the EMSN path to the IE trusted site if you are migrating using
ESIS network.
10. Review the package details and then click Next. The Installation Path(s) Selection page
appears.
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11. Click Next, if you are using the default installation path. Or
Perform the following to specify a new installation path.
a. Click Change and then click the Browse button corresponding to the path you want to
change.
b. Specify a new installation path.
c. Click Next.
The Feature and Options Selection page appears.
Under Experion HS Install Option the Typical option is selected by default.
12. Click Next, if you do not want any Add-on Features to be installed. Or
Perform the following to install Add-on Features:
a. Click Custom and then select the check box corresponding to the feature you want to
install.
b. Click Next.
The Experion Migration Storage Node and Advanced Migration Options page appears.
13. Click Next.
The Experion Accounts Passwords Entry page appears.
14. Type the password(s) for the Windows MNGR, Expengr, Expoper, (Experion SQL Agent
Account is not applicable for SCADA Clients), and Experion SQL Agent Account and then click
Next.
15. (This step is not applicable for Migrating SCADA Clients.) Type the password for the Experion
SQL Account and click Next.
The Summary page appears.
16. Click Install.
The installation begins and few Experion components are installed with no user interaction.
The setup continues until the end of Phase-I migration. “A message appears that Phase 1 of
migration is complete. Reinstall the Operating System."
17. Install Microsoft Windows 10 Enterprise 2016 LTSB (x64) Operating System. The system
restarts after the Operating System installation.
l Ensure that the computer name has not changed after reinstalling the OS.
If you have changed the computer name, correct the computer name following
the steps in the section .
l The following sections explains the tasks that you must perform in order to
customize the OS.
CAUTION
You cannot change the computer name of the Experion HS servers after the installation.
However, if you want to change the computer name, you must reinstall the servers
software.
All Experion HS Servers/client computers must have a unique fixed name and IP address. The
following are the basic restrictions when naming the servers/client computers.
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All procedures in this section are applicable for all the nodes, irrespective of entry level or high
capacity system. The steps to be performed may vary only based on the operating system.
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The Display Settings dialog box appears only if you are adjusting the display setting
for the first time.
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Chapter 4 - PERFORMING THE MIGRATION
l After completing the OS installation, perform the following steps to continue Experion
migration.
l Ensure the virus protection software is disabled until Experion software installation is
completed.
l When prompted, be sure to enter the same mngr password that was used at the beginning of
the migration checklist.
Option Description
If you are using an ESIS Select the mapped drive for the ESIS, or run
to perform migration the setup.exe .
If you are using the Insert the Experion installation media again in
installation media to the DVD drive and double-click the setup.exe.
perform the migration
2. In the Welcome to the Honeywell Experion HS R511 Installation Setup page, click Next.
The Migration/Clean Install Selection page appears.
3. Click Continue Migration and then click Next.
The Experion Migration Storage Node page appears.
4. In the Select Drive to connect Network Folder list, select the drive letter that is assigned to the
mapped EMSN shared folder.
5. In the Network Folder box, type the full path to the EMSN shared folder, in the format as per
the following options:
For Workgroup: \ \<Computer_name_of_EMSN_node>\<\EMSN_shared_folder>
and
For Domain: \ \< Domain Name >\<EMSN_shared_folder>
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OR
Click Browse and locate the EMSN node and the shared folder. For example,
\\192.168.0.1\EMSN.
6. Type the User Name and Password to connect to the shared folder.
If you have created a user account on the Windows domain for this purpose, type this user
account and password. Otherwise, type the user name and password of an account with
administrator privileges on the EMSN node.
You must add the EMSN path to the IE trusted site if you are migrating using ESIS
network.
7. Click OK.
The wizard continues the migration and the Experion HS - Status Display page displays the
progress of migration.
Ignore the small user interface window that appears during server patch
installation. Ensure you do not click anywhere during this step.
Do not proceed further with the migration if the installation of any software on ServerA
cannot be completed successfully.
Prerequisites
l Your computer must be “off control” before defragmenting the hard disk because the
performance of the computer is severely degraded during the defragmentation process.
l Check that no other applications (Experion Server, SQL Server, and so on.) are running
because the procedure involves restarting the computer.
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Chapter 4 - PERFORMING THE MIGRATION
l It is recommended that you add this task to your system's maintenance schedule, so that it is
performed during control shutdowns.
l You can upgrade the default fragmentation utility included with Windows to the full version.
Executive Software's Diskeeper includes a scheduler, and can defragment folders and page
files when a computer restarts. Defragmentation tasks affect the control system if they are set
to run automatically with the scheduler. Care must be taken when scheduling defragmentation
tasks. For more details, choose Start > Windows Administrative Tools > Defragment and
Optimize Drives, to refer to the Windows Help for Disk Defragmenter using the path.
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Chapter 4 - PERFORMING THE MIGRATION
After completing the migration, you must synchronize the time between the node and the time
server.
You must log on to the migrated node with Windows System Administrator permission.
1. Open Station.
2. Click Station > Connection Properties.
3. Click the Toolbars tab.
4. Edit reference in Menu, toolbar and keyboard shortcuts: to display proper reference for
currently installed Experion release.
5. Click the Displays tab.
6. Edit search reference for the current release.
7. Click Save to save the changes and close the dialog box.
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1. Obtain the printout or log of the configuration settings recorded before migration of the
server. For more information see the section, Recording Windows network configuration
settings.
2. Enter the configuration values in the appropriate Windows dialog boxes.
3. Re-map the paths to network drives previously configured on the system.
Prerequisites
You must manually and locally create the appropriate Windows network shares on each source
and destination computer before configuring custom replications on the Experion server, as
intended for use in each custom replication. For more information about configuring these
Windows network shares, see the ‘Configuring File Replication’ section in the Server and Client
Configuration Guide in .
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TIP
When adding a server, you can choose to import any areas, assets, and alarm groups
defined on that server into the Enterprise Model Database. Messages will prompt you on
your choices.
1. In the Configuration Explorer in Configuration Studio, select the highest-level system node or
the Servers node.
2. Under Server Tasks, click the Add a server to this system task.
The SERVER Block Parameters dialog box appears.
3. In the Alias box, type a new unique tag name.
4. In the Description box, type a description of the server.
5. In the Abbreviation box, type an abbreviated name for the server.
6. If the server is a non-publishing server, select the Non-Publishing Server check box.
An example of a non-publishing server is eServer.
7. In the Node Name box, type the name of the server node. It can be the same as the server tag
name.
8. In the Network Type list, select the server network connection type (DUAL).
9. If the server is part of a redundant pair, select the Redundant? check box.
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Chapter 4 - PERFORMING THE MIGRATION
CAUTION
If you click Skip, any existing asset and alarm groups on the server will be
overwritten when a model is loaded to that server.
15. If you click Continue, the asset model and alarm groups from the server will be imported into
the EMDB.
Once completed, the newly added server now displays in the System Model tree in
Configuration Explorer.
If migration of an asset model or alarm groups fails, the server is not added to the system.
16. Repeat steps 1 to 15 for each server to be defined in the system model.
Results
After a server is added to the system, an icon representing the server displays in the Configuration
Explorer tree view. You are now able to configure settings on the server by clicking on a relevant
icon under the Server and completing the tasks displayed on the right of the window.
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Prerequisites
l When prompted, ensure you enter the same mngr password that was used at the beginning of
the migration.
l If you are using the Experion Software Installation Server (ESIS) to perform migration, make
sure that you have properly created the ESIS share.
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If you are using Experion a. Insert the Experion installation media in the DVD
installation media drive. The AutoPlay dialog box appears.
b. Under Install or run program, click Run Experion
Media Browser. The Honeywell — Experion HS
Installer — R511 page appears.
2. In the Welcome to the Honeywell Experion HS R511.x Migration Setup Wizard page, click Next.
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3. Click I accept the terms in the license agreement and then click Next. The Setup type of Node
to migrate page appears. By default, the setup detects and lists the node that is being
migrated.
4. Click Next.The User and License Information page appears.
5. (This step is not applicable for Migrating SCADA Clients. For SCADA Clients, click Next on the
User and License Information page.) Browse the license file and click Next.The Existing
Packages Details page appears.
6. When migrating Experion HS R410 or R430 or R510 to R511 the Experion Migration Storage
Node and Advanced Migration Options page appears, with an option to re-install the operating
system. Perform one of the following options ONLY If you select the option Operating System
Re- installation.
l l If you select Local EMSN option, then EMSN folder is stored in the software path.
If local EMSN is not required to be stored after migration, then you can select Select this
to delete EMSN once Migration Complete (this helps to manage the disk space) check box.
l l If you select Remote/Network EMSN option, then perform the following:
a. Verify the Select Drive to connect Network Folder list.
b. In the Network Folder text box, click Browse and locate the EMSN node and the shared
folder (for example, \\<IP address>\EMSN>) or type the full path to the EMSN shared
folder, in the format as per the following options.
o For Workgroup: \\<IP_address_of_EMSN_node>\<EMSN_shared_folder>
o For Domain: \\< Domain Name >\<EMSN_shared_folder>
If you want to select EMSN folder from USB drive, click Browse and locate the EMSN
folder. The User Name and Password options are disabled, if you select EMSN folder
from USB drive.
c. Type the User Name and Password to connect to the shared folder.
If you have created a user account on the Windows domain for this purpose, type this
user account and password. Otherwise, type the user name and password of an account
with administrative privileges on the EMSN node.
You must add the EMSN path to the IE trusted site if you are migrating using
ESIS network.
8. Review the package details and then click Next. The Installation Path(s) Selection page
appears.
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l Ensure that the computer name has not changed after reinstalling the OS.
If you have changed the computer name, correct the computer name following
the steps in the section .
l The following sections explains the tasks that you must perform in order to
customize the OS.
CAUTION
You cannot change the computer name of the Experion HS servers after the installation.
However, if you want to change the computer name, you must reinstall the servers
software.
All Experion HS Servers/client computers must have a unique fixed name and IP address. The
following are the basic restrictions when naming the servers/client computers.
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All procedures in this section are applicable for all the nodes, irrespective of entry level or high
capacity system. The steps to be performed may vary only based on the operating system.
- 66 -
Chapter 4 - PERFORMING THE MIGRATION
The Display Settings dialog box appears only if you are adjusting the display setting
for the first time.
- 67 -
Chapter 4 - PERFORMING THE MIGRATION
- 68 -
Chapter 4 - PERFORMING THE MIGRATION
Option Description
If you are using an ESIS Select the mapped drive for the ESIS, or run
to perform migration the setup.exe .
If you are using the Insert the Experion installation media again in
installation media to the DVD drive and double-click the setup.exe.
perform the migration
2. In the Welcome to the Honeywell Experion HS R511 Installation Setup page, click Next.
The Migration/Clean Install Selection page appears.
3. Click Continue Migration and then click Next.
The Experion Migration Storage Node page appears.
4. In the Select Drive to connect Network Folder list, select the drive letter that is assigned to the
mapped EMSN shared folder.
5. Type the User Name and Password to connect to the shared folder.
If you have created a user account on the Windows domain for this purpose, type this user
account and password. Otherwise, type the user name and password of an account with
administrator privileges on the EMSN node.
You must add the EMSN path to the IE trusted site if you are migrating using ESIS
network.
6. Click .
The wizard continues the migration and the Experion HS - Status Display page displays the
progress of migration.
Ignore the small user interface window that appears during server patch
installation. Ensure you do not click anywhere during this step.
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Chapter 4 - PERFORMING THE MIGRATION
After completing the migration, you must synchronize the time between the node and the time
server.
You must log on to the migrated node with Windows System Administrator permission.
1. Obtain the printout or log of the configuration settings recorded before migration of the
server. For more information see the section, Recording Windows network configuration
settings.
2. Enter the configuration values in the appropriate Windows dialog boxes.
3. Re-map the paths to network drives previously configured on the system.
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Chapter 4 - PERFORMING THE MIGRATION
Option Description
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1. Insert the Experion installation media in the disk drive of the domain controller node.
2. Using Windows Explorer, browse to \Packages\dcsecurity folder and double-click .
3. Follow the instructions on-screen to proceed with the installation.
The InstallShield Wizard Completed dialog box appears.
4. Click Finish.
Perform steps 5 through 9 in the Experion nodes that are added to the domain.
5. Click Start > Windows System > Command Prompt, right-click Run as Administrator and click
Yes.
6. In the Command Prompt, type the following and press Enter.
The Command prompt displays the following path:
7. To link the domain groups, type LinkDomainGroups.vbs and press Enter.
8. Click OK in the confirmation dialog box and follow the instructions on-screen to complete the
configuration.
Honeywell-provided Group Policy Objects (GPOs) are over-written when the new
domain controller security package is installed. Therefore, any customizations
made to the GPOs must be recreated once the new domain security package is
installed. Users should create their own GPOs for settings they want to customize,
rather than modifying the Honeywell-provided GPOs.
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1. Stop the File Replication. To do this refer to section Disabling file replication before migration
2. Disable all the MasterLogic channels from Experion station.
3. Stop MLGuardLauncher service (Perform this step as administrator user. Type services.msc
from Run menu to perform this step).
4. Now ensure that MLGuard.exe is removed from TaskManager.
5. Delete the XML and XSD files deployed by MasterLogic from the path
ProgramData\Honeywell\Experion PKS\Client\Abstract of Experion Server and Client
machines.
l MLAppSettings.xml
l MLAppSettings.xsd
l MLConfig.xml
l MLConfig.xsd
l MLGuard.xml
l MLMonitor.xml
l MLMonitor.xsd
l MLSOEConfig.xml
l MLSOEConfig.xsd
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Chapter 4 - PERFORMING THE MIGRATION
Prerequisites
Server A and Server B are synchronized, with Server A machine kept as primary.
1. Stop the File Replication. To do this refer to section Disabling file replication before migration
2. Disable all the MasterLogic channels from Experion station.
3. Stop MLGuardLauncher service (Perform this step as administrator user. Type services.msc
from Run menu to perform this step).
4. Now ensure that MLGuard.exe is removed from TaskManager.
5. Delete the XML and XSD files deployed by MasterLogic from the path
ProgramData\Honeywell\Experion PKS\Client\Abstract of Experion Server and Client
machines.
l MLAppSettings.xml
l MLAppSettings.xsd
l MLConfig.xml
l MLConfig.xsd
l MLGuard.xml
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l MLMonitor.xml
l MLMonitor.xsd
l MLSOEConfig.xml
l MLSOEConfig.xsd
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If you encounter errors while using the migration tool, acknowledge the errors. After you
acknowledge the error, the system restarts. You need to restart the migration tool to
continue with the migration.
Note: If this node is a part of the redundant pair, then the new computer name is its
base name without the suffix A or B.
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Notices
Trademarks
Experion®, PlantScape®, SafeBrowse®, TotalPlant®, and TDC 3000® are registered trademarks of
Honeywell International, Inc.
ControlEdge™ is a trademark of Honeywell International, Inc.
OneWireless™ is a trademark of Honeywell International, Inc.
Matrikon® and MatrikonOPC™ are trademarks of Matrikon International. Matrikon International is
a business unit of Honeywell International, Inc.
Movilizer® is a registered trademark of Movilizer GmbH. Movilizer GmbH is a business unit of
Honeywell International, Inc.
Other trademarks
Microsoft and SQL Server are either registered trademarks or trademarks of Microsoft Corporation
in the United States and/or other countries.
Trademarks that appear in this document are used only to the benefit of the trademark owner,
with no intention of trademark infringement.
Third-party licenses
This product may contain or be derived from materials, including software, of third parties. The
third party materials may be subject to licenses, notices, restrictions and obligations imposed by
the licensor. The licenses, notices, restrictions and obligations, if any, may be found in the
materials accompanying the product, in the documents or files accompanying such third party
materials, in a file named third_party_licenses on the media containing the product, or at
http://www.honeywell.com/ps/thirdpartylicenses.
Documentation feedback
You can find the most up-to-date documents on the Honeywell Process Solutions support website
at: http://www.honeywellprocess.com/support
If you have comments about Honeywell Process Solutions documentation, send your feedback to:
[email protected]
Use this email address to provide feedback, or to report errors and omissions in the
documentation. For immediate help with a technical problem, contact your local Honeywell
Process Solutions Customer Contact Center (CCC) or Honeywell Technical Assistance Center
(TAC).
Support
- 77 -
For support, contact your local Honeywell Process Solutions Customer Contact Center (CCC). To
find your local CCC visit the website, https://www.honeywellprocess.com/en-US/contact-
us/customer-support-contacts/Pages/default.aspx.
Training classes
Honeywell holds technical training classes that are taught by process control systems experts. For
more information about these classes, contact your Honeywell representative, or see
http://www.automationcollege.com.
- 78 -