OW331_10 Software Installation Manual for Ovation 3.3.1

Software Installati on Manual f or Ovatio n 3.3.1 OW331_10 Version 1 July 2010

Copyright Notice

Since the equipment explained in this document has a variety of uses, the user and those responsible for applying this equipment must satisfy themselves as to the acceptability of each application and use of the equipment. Under no circumstances will Emerson Process Management be responsible or liable for any damage, including indirect or consequential losses resulting from the use, misuse, or application of this equipment. The text, illustrations, charts, and examples included in this manual are intended solely to explain ® the use and application of the Ovation Unit. Due to the many variables associated with specific uses or applications, Emerson Process Management cannot assume responsibility or liability for actual use based upon the data provided in this manual. No patent liability is assumed by Emerson Process Management with respect to the use of circuits, information, equipment, or software described in this manual. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, including electronic, mechanical, photocopying, recording or otherwise without the prior express written permission of Emerson Process Management. The document is the property of and contains Proprietary Information owned by Emerson Process Management and/or its subcontractors and suppliers. It is transmitted in confidence and trust, and the user agrees to treat this document in strict accordance with the terms and conditions of the agreement under which it was provided. This manual is printed in the USA and is subject to change without notice. Ovation and WEStation are registered trademarks of Emerson Process Management. All other trademarks or registered trademarks are the property of their respective holders. Copyright © Emerson Process Management Power & Water Solutions, Inc. All rights reserved. Emerson Process Management

Power & Water Solutions 200 Beta Drive Pittsburgh, PA 15238 USA E-Mail: [email protected] Website: https://www.ovationusers.com

Contents 1

Introduction to Ovation software installation manual

1.1

1.2 1.3

Understanding the software installation process for Windows-based Ovation systems.....1 1.1.1 What is Ovation security?.................................................................................. 1 1.1.2 What are the operating system choices? .......................................................... 2 1.1.3 What is the Domain? ......................................................................................... 2 1.1.4 What are the Ovation drop types? .................................................................... 2 1.1.5 What are the software applications? .................................................................2 1.1.6 Backing up and restoring the system ................................................................2 What is the domain concept?.............................................................................................. 3 Software installation terminology ........................................................................................ 4

1

2

Planning Ovation so ftware installation

7

2.1 What are the hardware requirements for a domain controller? .......................................... 7 2.2 What are the hardware requirements for a domain member as a Database Server?........ 7 2.3 What are the hardware requirements for a domain member that is not a Database Server? 8 2.4 What are the software requirements for a domain controller?............................................ 8 2.5 What are the software requirements for a domain member? ............................................. 8 2.6 What are the licensing requirements for an Ovation Windows-based system? ................. 9 2.7 What is the drop type? ......................................................................................................10 2.8 2.9

To remove Ovation from your computer ...........................................................................10 Best practices for installing Ovation system software.......................................................11

3

Installing soft ware on your Ovation system drops

3.1 3.2 3.3

What is the software installation order? ............................................................................13 What operating system should you install on a drop? ......................................................15 Installing or configuring Windows 2008 Server................................................................. 16 3.3.1 To install Windows Server 2008 operating system ......................................... 16 Promoting a Windows Server 2008 to a primary domain controller..................................17 3.4.1 To promote a Windows Server 2008 machine to a primary domain controller 17 Promoting a Windows 2008 Server to a redundant domain controller ............................. 21 3.5.1 To promote a Windows 2008 Server machine to a redundant domain controller 23 Joining Windows Server 2008 to the Domain ................................................................... 28 3.6.1 Prepare Windows Server 2008 for joining the domain....................................28 Installing or configuring Windows Server 2003................................................................. 30

3.4 3.5

3.6 3.7

3.8

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13

3.7.1 To install Windows Server 2003 operating system ......................................... 30 3.7.2 To configure Windows Server 2003 operating system for Ovation................. 33 Installing the Windows Service Pack for Windows 2003 Server....................................... 34 3.8.1 To determine what Windows 2003 Server Service Pack is installed .............. 34

i

Table of Contents

3.9 3.10 3.11

3.12 3.13

3.14

3.15

3.16 3.17 3.18 3.19

3.8.2 To install Windows 2003 Server Service Pack 2.............................................35 Installing security patches for Windows Server 2003 (mandatory)................................... 35 3.9.1 To install Windows Server security patches....................................................35 Installing drivers (as needed) ............................................................................................36 Licensing the terminal services software ..........................................................................36 3.11.1 To install terminal server software .................................................................. 36 3.11.2 To install a terminal server license server.......................................................37 3.11.3 To activate the terminal server license server................................................. 37 3.11.4 To install terminal server licenses ................................................................... 38 Partitioning the disks (as needed).....................................................................................38 Installing or configuring Windows 7 ..................................................................................38 3.13.1 To install aWindows 7a ....................................................................................... 38 3.13.2 To make computer domain member on a Windows 7 system ..................40 Installing or configuring Windows XP................................................................................ 41 3.14.1 To install Windows XP.....................................................................................41 3.14.2 To configure Windows XP for Ovation ............................................................ 44 3.14.3 To make a computer a domain member on a Windows XP system ............... 45 Installing the Windows Service Pack for Windows XP (mandatory) ................................. 46 3.15.1 To determine what Windows XP Service Pack revision is installed................46 3.15.2 To install Windows XP Service Pack 3 ........................................................... 46 Installing security patches for Windows XP (mandatory).................................................. 47 3.16.1 To install Windows XP Security patches ......................................................... 47 What is the recommended virus protection for Windows-based Ovation systems? .........47 To install Digital Persona Pro Fingerprint Authentication Software (optional) ..................47 Creating Ovation drops .....................................................................................................48 3.19.1 Creating an Ovation Operator Station/Base Station drop ............................... 48 3.19.2 Creating an Ovation Database Server ............................................................ 54 3.19.3 Creating an Ovation Security Server drop ......................................................58 3.19.4 Installing and configuring Foundation Fieldbus and AMS Device Manager software

4

Knowl edge Base

4.1

Configuring additional non-Ovation NIC adapter connections .......................................... 87

5

Backing up and restoring t he system

5.1 5.2 5.3

Why perform system backups?......................................................................................... 89 What are the programs involved in backup and restore operations? ............................... 90 What are the Ovation Backup/Restore Program functions? .............................................90 5.3.1 To configure the Backup/Restore program .....................................................91 Changing and deleting individual scheduled tasks ........................................................... 93 5.4.1 To delete a scheduled task ............................................................................. 93 5.4.2 To change a scheduled task ........................................................................... 94 Backing up the database files ...........................................................................................94 5.5.1 To backup the database files .......................................................................... 94

5.4

5.5 5.6

ii

59

87

89

Why restore the database files? ....................................................................................... 94 5.6.1 Guidelines for restoring database files............................................................ 94 5.6.2 To restore database files.................................................................................94

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5.7 5.8

5.9

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What are the command line options for system backup? ................................................. 96 To back up your domain controller....................................................................................96 5.8.1 Guidelines to backup your domain controller .................................................. 99 5.8.2 To perform a system state backup..................................................................99 To restore your domain controller ...................................................................................100 5.9.1 Criteria for using the restore type ..................................................................101 5.9.2 Non-authoritative restore from backup.......................................................... 102 5.9.3 Reinstall the operating system and subsequent non-authoritative restore from backup 106 5.9.4 Reinstall operating system and subsequent restore through replication ......108

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Table of Contents

6

Installing and Configurin g drivers for an Ova tion Window s 7 machine 117

6.1 6.2

To configure network connections on a Windows 7 machine ......................................... 117 To configure the onboard NIC for Ovation network connectivity on a Windows 7 machine 117 6.3 To configure the add-on NIC for redundant Ovation network connectivity on a Windows 7 machine........................................................................................................................................ 118 6.4 To install the OHI driver (needed for systems without an Adaptec 62022 or 64022LV dual-port NIC) on a Windows 7 machine ..................................................................................... 118 6.5 To configure the OHI driver on a Windows 7 machine ...................................................119 6.6 To verify the driver installation a Windows 7 machine....................................................119 6.7 To install a LinkSys NIC driver for non-Ovation network connectivity a Windows 7 machine........................................................................................................................................ 120 6.8 To update the Adaptec dual-port NIC drivers (needed for redundant Ovation network connectivity where an Adaptec 62022 or 64022LV dual-port NIC is used) a Windows 7 machine 120 6.9 To configure Adaptec driver(s) a Windows 7 machine ................................................... 121

7 Installing and conf iguri ng dri vers for an Ova tion Windo ws 2008 Server machine

123

7.1 To configure network connections on a Windows 2008 server machine........................ 123 7.2 To configure the onboard NIC for Ovation network connectivity on a Windows 2008 server machine............................................................................................................................. 123 7.3 To configure the add-on NIC for redundant Ovation network connectivity on a Windows 2008 server machine.................................................................................................................... 124 7.4 To install the OHI driver (needed for systems without an Adaptec 62022 or 64022LV dual-port NIC) on a Windows 2008 server machine .................................................................... 125 7.5 To configure the OHI driver on a Windows 2008 Server machine..................................125 7.6 To verify the driver installation on a Windows 2008 server machine..............................125 7.7 To install a LinkSys NIC driver for non-Ovation network connectivity on a Windows 2008 server machine............................................................................................................................. 126 7.8 To update the Adaptec dual-port NIC drivers (needed for redundant Ovation network connectivity where an Adaptec 62022 or 64022LV dual-port NIC is used) for a Windows 2008 server machine............................................................................................................................. 126 7.9 To configure Adaptec driver(s) for a Windows 2008 server machine ............................. 127

iv

8

Installing and conf iguri ng dri vers for an Ova tion XP ma chine

129

8.1 8.2

To configure network connections on a Windows XP machine ......................................129 What are Fast Ethernet drivers? ..................................................................................... 130 8.2.1 To configure the onboard NIC for Ovation network connectivity on an XP machine 130 8.2.2 To configure the add-on NIC for redundant Ovation network connectivity on an XP machine..................................................................................................................... 131 8.2.3 To install the OHI driver (needed for systems without an Adaptec 62022 or 64022LV dual-port NIC) on an XP machine.................................................................... 131 8.2.4 To configure the OHI driver on an XP machine ............................................132

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Table of Contents 8.2.5 To verify the driver installation on an XP machine ........................................ 133 8.2.6 To install a LinkSys NIC driver for non-Ovation network connectivity on an XP machine 133 8.2.7 To update the Adaptec dual-port NIC drivers (needed for redundant Ovation network connectivity where an Adaptec 62022 or 64022LV dual-port NIC is used) on an XP machine..................................................................................................................... 134 8.2.8 To configure the Adaptec driver(s) on an XP machine ................................. 134

9

Ad di ng a prin ter to an Ovation dr op

9.1 9.2 9.3

To add a printer to a Windows 7 Ovation machine .........................................................137 To add a printer to a Windows 2008 server machine .....................................................137 To add a printer to a Windows XP Ovation machine ......................................................138

10

Troubleshooting software installation

10.1

What are some common installation problems? .............................................................139 10.1.1 To determine if Ovation is running ................................................................139 10.1.2 To check for errors that occurred during the installation ............................... 139 10.1.3 To determine if communication has failed (load and downloads) .................140 10.1.4 If the Ovation Developer Studio does not start and connect to the Local Database Server .............................................................................................................141 10.1.5 Examples of security related errors...............................................................141

Index

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137

139

143

v

S

ECTION

1

Introd uction to Ovation softw are installa tion manual

IN THIS SECTION Understanding the software installation process for Windows-based Ovation systems.....1 What is the domain concept?.............................................................................................. 3 Software installation terminology ........................................................................................ 4

1. 1

Understanding the soft ware inst allation Windows-based O vation sys tems

proc ess for

The process of installing and maintaining the required software on your Ovation system drops consists of several operations: 

Planning Security for your Ovation system (see page 1).



Creating a domain for your system by defining the drop that will function as the primary domain controller. All other drops in the system will function as domain members (see page 45) or as redundant domain controllers.



Installing the appropriate Windows operating systems on your drops.



Defining the appropriate drop type for each drop (see page 10).



Installing the appropriate software applications on drops (see page 15).



Updating your Ovation software as needed (see page 52).



Providing a reliable method to back up and restore your Ovation system (see page 89).

Note: Always refer to the applicable Ovation Software Installation Manual for complete

instructions on installing and configuring software on your Ovation system.

1. 1. 1 What is O vation se curi ty? Ovation security is an important component of the Ovation release. This is accomplished by providing firewalls, intrusion detection, and secure datalink connections for security external to the Ovation system. (See Managing Ovation Security.) Ovation security is also accomplished by providing security that is internal to the Ovation system. (See Managing Ovation Security.) This is accomplished by the assignment of security roles for users and drops that are members of a domain. Security for all computers in a domain is controlled by a drop that is configured to be a primary domain controller. Support for optional redundant domain controllers is also provided.

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1

1.1 Understanding the software installation process for Windows-based Ovation systems

1. 1. 2 What are the operating system choic

es?

Drops in an Ovation 3.3.1 system can use either a Windows 7, Windows XP, Windows Server 2008 Standard Edition operating system - English version - 32 bit (with Service Pack 2) or Windows Server 2003. If a drop will function as a domain controller, then it will require a Windows Server 2008 Standard Edition operating system - English version - 32 bit (with Service Pack 2) operating system. Drops that are domain members and do not provide multiple remote desktop connections can use a Windows 7 (preferred) or XP operating system. If the machine is a database server, then the operating system must be Windows Server 2008 Standard Edition operating system - English version - 32 bit (with Service Pack 2).

1.1 .3 What is the Domain? In a domain configuration (see page 3), all computers on a network are part of a domain whose security is controlled by one or more drops configured to be domain controllers (primary or redundant). All other drops in the system are configured to be domain members. The group policies plus computer and user information are stored in a central database on a domain controller and are shared by all domain members on a network. This type of system is easy to manage because of the centralized administrative nature. For example, user accounts need to be created only once on a domain controller and all domain member computers can then share the user accounts. Note: The domain controllers are not related to the Ovation Controllers.

1. 1. 4 What are the O vation drop types? During your system planning process, you will typically determine what functions your drops will perform. Depending on the drop's functions, you will determine what software must be installed on each drop. These functions are defined by the drop type (see page 10) that you select during software installation. The choices are:  Ovation Operator Station 

Ovation Base Station



Ovation Database Server



Ovation Security Server

1. 1.5 What are the soft ware application

s?

If your drop will serve as the primary domain controller for your system security, then you must install Security Manager software on the primary domain controller. The Ovation software is provided on one DVD.

1. 1.6 Backing up

and restoring the

syst em

You should back up the system files (Oracle and Ovation databases as well as other system information) periodically so that in case of a system disruption event, sufficient data will be available to restore the Ovation system. There are many commercial software packages that can be used to back up and restore your Ovation system data. Instructions for using the OvPtBackup package that is included with your Ovation system are provided in this manual (see page 89).

2

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1.2 What is the domain concept?

1. 2

What is the domain

conc ept?

It is assumed that your Ovation system has been carefully designed before you begin the software installation process for your Ovation system. You need to know how many drops your system contains and what the drop functions are. You also need to have a security plan for your system. Ovation incorporates a security approach that provides for the assignment of security roles for users and drops in the domain. Ovation systems prior to Ovation 2.4 used the Windows workgroup model to logically group computers and handle security on a network. In this configuration, all computers on a network are considered as equals and each one maintains its own security policies and database of resources, such as users, printers, file shares, and so Although tasks this model is very simpleand to configure, managing this model is difficult because theforth. administrative are decentralized need to be performed on each computer. For example, user accounts need to be created on each individual computer in a workgroup model network. Ovation systems beginning with Ovation 2.4 use the Windows domain model to logically group computers and handle security on a network. In this configuration, all computers on a network are part of a domain whose security is controlled by drops configured to be the domain controllers . In the domain model, the security policies and database of resources, such as users, printers, and file shares are stored in a central location on servers (known as a domain controllers) and are shared by all computers on a network. Although this model requires domain controllers, it is easy to manage because of the centralized administrative nature. For example, user accounts need to be created only once on a domain controller and all domain member computers can then share the user accounts. Most drops on the system contain the Ovation Security Manager application (not required on redundant domain controllers). The drop that is selected to manage the security is promoted to be the primary domain controller. After this drop is promoted, the Security Manager Server software is installed ondrop the drop. enables to manage the security all the drops domain. Any in theThis system that isthe notdrop a domain controller drop is for configured to beina the domain member and runs the Security Manager Cli ent software. Before you install the software on a drop, you need to decide what domain role the drop will perform. - This station manages group policies plus computer and user information for the entire domain.



Prima ry Domain Controller



Redundant Domain Controller

- This station takes over domain security management if the

primary domain controller fails. 

Domain Member - This station is a client of the domain controllers.

Note: The Security Manager Server software which runs on the primary domain controller can

be successfully installed on a drop even if the drop does not contain the Ovation software. This means you can have domain controllers in an Ovation system that are not Ovation stations.

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3

1.3 Software installation terminology

1. 3

Software

ins tallation

termino log y

Software installation terms TERM

D ESCRIPTION

Active Directory (AD) Database

Component of Microsoft Windows Operating System. Provides a method to securely manage the identities and relationships in a domain. Computer names are identified here.

Additional or Redundant Domain Controller

This drop (hereafter referred to as redundant) mirrors the security information in the primary domain controller and performs security functions if the primary domain controller fails.

Domain

Logical collection on a network of computers and users that shares a common security database.

Domain Administrator

User in a domain who can install Ovation software in addition to performing standard Windows administrative tasks . By default, the Administrator has these privileges.

Domain Member

Computer in a domain that is not a domain controller but responds to the domain controller computer.

Domain Name System (DNS)

Distributed database that uses a hierarchical naming system. Creates user-friendly unique names for computers (such as drop200) and locates computers in a network.

DNS Server

Computer that can answer Domain Name System (DNS) queries.

Fully Qualified Domain Name (FQDN)

Address name of a computer using DNS. Recommended format is:

IP Address

Unique number consisting of four parts (known as tuples) separated by dots. An example of an IP address is 129.228.36.38. Every computer that is on the Internet has a unique IP address.

Local Administrator

User in a domain who, by default, exists on a domain member computer and has administrative privileges only on that computer. For example, a local administrator cannot install Ovation.

Netmask

The netmask (also known as an address mask) is a number that identifies the range of IP addresses that are on a local network. The netmask serves as a filter that enables a computer to determine whether it can transfer data directly to another machine on the local network or if the computer must use a router to transfer data .

Ovation Administrator

User who has the authority to manage and configure the security for the Ovation system.

Ovation Database Server

Computer in a network that contains the Oracle relational database. Most of the Ovation system data, including control information, configuration information, and process point information, are stored on the database server.

Preferred DNS Server

DNS Server in the same site as the computer you are configuring. Designated as "preferred" in domain.

Primary Domain Controller

Server in a domain that contains the security database for a network and controls the access to network security resources. This drop must be the first drop

.Ovation..local

configured in a domain. If this drop fails, security is managed by a redundant domain controller. A primary domain controller can control security for separate Ovation systems. These Ovation systems may or may not be configured for multi-networking.

4

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1.3 Software installation terminology

TERM

D ESCRIPTION

Remote Desktop on Windows

Provides access to a Windows session that is running on a computer when you are at another computer. For example, you can connect to an Ovation computer from home and have access to your Ovation applications, files, and resources as though you were in front of the computer at work.

Security Manager Client

Software that runs on all Ovation drops and receives security configuration settings from the security database in the domain controller.

Security Manager Server

Software that runs on the primary domain controller and communicates security configuration settings from the security database to the Ovation drops.

Terminal Services

Microsoft software that provides multiple remote desktop connections (see page 36).bitWindows Server 2008 Edition systemSpecial - English version 32 (with Service Pack 2)Standard must be used to operating run this service. licenses are required from Microsoft.

Remote Desktop Services

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Microsoft software that provides multiple remote desktop connections (see page 36). Windows Server 2008 Standard Edition operating system - English version 32 bit (with Service Pack 2) must be used to run this service.

5

S

ECTION

2

Planni ng Ova tio n soft ware inst allation

IN THIS SECTION What are the hardware requirements for a domain controller? ..........................................7 What Database Server?Server? ........7 What are are the the hardware hardware requirements requirements for for a a domain domain member member as thata is not a Database ............................................................................................................................................ 8 What are the software requirements for a domain controller?............................................8 What are the software requirements for a domain member? .............................................8 What are the licensing requirements for an Ovation Windows-based system? .................9 What is the drop type? ...................................................................................................... 10 To remove Ovation from your computer ........................................................................... 10 Best practices for installing Ovation system software.......................................................11

2. 1

What are the hardware

requirements

for a domain control

ler?

You must configure one computer on an Ovation system to act as a primary domain controller. Optionally, you can configure one or more computers to act as redundant domain controllers. The following minimum requirements are needed for a computer that will serve as a domain controller:  

2. 2

Standard Intel Pentium computer with a minimum processor speed of 2GHz. At least 1 GB of RAM for an Ovation Security Server.



At least 2 GB of RAM for a domain controller that is also a Database Server.



At least 2 GB of free disk space for an Ovation Security Server.



At least 25 GB of free disk space if a domain controller is also a Database Server.



A DVD drive.



At least 2 physical hard disks for database servers.

What are the hardware Database Se rv er?

requirements for a

domain member

as a

The following minimum requirements are needed for a computer that serves as a domain member: 

Standard Intel Pentium computer with a minimum processor speed of 2 GHz.



At least 2 GB of RAM for a domain member.



At least 25 GB of free disk space for a domain member.



A DVD drive.



At least 2 physical hard disks.

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7

2.3 What are the hardware requirements for a domain member that is not a Database Server?

2. 3

What are the hardware requirements for a is n ot a Da tabase Se rver ?

domain member

that

The following minimum requirements are needed for a computer that serves as a domain member:

2. 4



Standard Intel Pentium computer with a minimum processor speed of 2 GHz.



At least 512 MB of RAM for a domain member.



At least 2 GB of free disk space for a domain member.



A DVD drive.

What are the soft ware requirements

for a domain control

ler?

You must configure one computer in an Ovation system to act as a primary domain controller. It is optional, but highly recommended, that you configure one or more computers on an Ovation system to act as redundant domain controllers. The following minimum requirements are needed for a computer that will serve as a domain controller: 

2. 5

Windows Server 2008 Standard Edition operating system - English version - 32 bit (with Service Pack 2).



Computer must be promoted to a Domain controller.



Domain naming service (DNS) installed.

What are the soft ware requirements for

a domain me mber?

Any computer in a domain that is not a domain controller, is considered to be a domain member. The following minimum requirements are needed for a computer that will be a domain member:  If it will run Ovation 3.3.1 or beyond, it must use a Windows 7 Professional Edition - 32bit, Windows Server 2008 Standard Edition operating system - English version - 32 bit (with Service Pack 2), or Windows XP professional edition operating system - English version (with Service Pack 3), or Windows 2003 Server Standard Edition operating system - English version (with Service Pack 2 greater), or

8



If it will not be an Ovation drop, it must use a Windows 7 (preferred), XP or later operating system.



If it will be a database server, it must run Windows Server 2008 Standard Edition operating system - English version - 32 bit (with Service Pack 2).

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2.6 What are the licensing requirements for an Ovation Windows-based system?

2. 6

What are the licensi ng requirements Windows-based system?

for a n Ovation

Plan your software installation or upgrade to ensure that you will have key codes or license files readily available when they are needed during the installation. These licenses are available during normal work hours from your Emerson represe ntative . Depending on your situation, this contact might be your project engineer, after-market representative, or Field Service engineer. Contact Emerson prior to installations or upgrades to ensure the availability of required key codes or licenses. 

If you are planning to perform a new installation, you would typically contact your project engineer.



If you are planning to perform an upgrade, you would typically contact your Field Service engineer or possibly your after-market representative.

Note: If your system was initially loaded at the Emerson plant, the license codes that were used

for the load procedures will be provided in your Software and Licensing Kit binder. However, if you are upgrading the Windows Operating System, you will need a new Microsoft product key code. 

If you are performing an emergency reload, you can call 1-800-445-9723 for license assistance. Be prepared to provide your name, your project or company name, and the exact nature of your installation needs. Your call will be evaluated for emergency status and then forwarded to the appropriate support department. You will receive a response as soon as possible, based on your need and on the level of your Support Agreement with Emerson.

The following software packages require licensing: 

Microsoft Operating System - A product key is provided by Microsoft with the software

media or by Emerson in the Software and Licensing Kit binder. This key is needed when you prepare a drop to be a Database Server or an Operator/Base Station. Make sure you register your operating system with Microsoft within 30 days or you may be locked out of your system. Note: If you are upgrading to a new Windows operating system, you will need a new Microsoft

product key code from Microsoft or Emerson. 

Ovation - A key code will be requested during the installation. Send the Locking Code that is displayed in the License Manager to Emerson. A key code will then be provided by Emerson

(this key code is needed when you install Ovation on a Database Server or an Operator/Base Station). Note: A ten-day trial license automatically takes effect at the initial installation of Ovation on the

Ovation Database Server. The trial license permits the configuration/specification of the maximum number of Ovation drop types, limited only by the overall number of drops in the system. The trial license also provides one floating license for each of the engineering applications. The ten-day trial permits the system to be used until the proper license codes and license keys are acquired from Emerson Process Management. During the trial period, messages appear stating the number of days that remain in your trial license.

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9

2.7 What is the drop type?

2. 7

Wha t is the drop type? Before you install software on an Ovation drop you must determine what drop type you want this drop to be. When you install Ovation on your drop, you are prompted by the "Select Drop Type" window to select the desired drop type. The drop type choices are presented on the Ovation DVD and your selection determines what software will be installed and how it will be configured. This choice is made during the Ovation installation process. 

Ovation Operator Station - This choice installs the Developer Studio package, Ovation

applications, and point management services. 

Ovation Base services. Station -This Thistype choice Point Information, point management caninstalls view the security settings.Error (ThisLog, typeand is not

recommended for installation on a primary domain controller.) 

Ovation Database Se rver - This choice i nstalls the Developer Studio, Ovation Operator

Station Applications, point management services, and Oracle software for the database functions. 

Ovation Security Server - This choice installs the Security Manager software but no Ovation

applications. This computer is not a member of any Ovation network and will not appear in any Developer Studio tree.

2. 8

To remove Ova tio n from your comp uter Note: Always use the Microsoft Add/R emove Programs package (rather than just deleting) to

remove software from your computer. If you have Ovation 2.4 or gr eater installed on your computer, you do not need to remove it before you install Ovation release 3.0.x or later. However, if you want to remove your existing version of Ovation: 1. Log on to the computer. 2. Select Settings -> Contro l Panel - > Add/Remove Programs systems).

(for XP and Windows 2003

OR

Select Start -> C ontr ol Panel -> P rog rams -> Programs and Features -> Unins tall a Program (for Windows 7 and Server 2008 systems). 3. Select the desired program (Ovation) and click the Remove or Uninstall/Change button. 4. A maintenance wizard appears. Choose Remove . Click Next . 5. A confirm uninstall window appears. Click Yes . 6. Progress windows appear. 7. A message appears when the program has been successfully removed. Click Yes to restart. Click Finish.

10

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2.9 Best practices for installing Ovation system software

2. 9

Best practic es for inst alling

Ova tion syst em soft ware



You must have a primary domain controller on every Ovation system that is 3.0 or beyond.



Create the primary domain controller for your system before you create your other drops (including redundant domain controllers).



The first software installation in a new system should be the installation of Windows Server 2008 Standard Edition operating system - English version - 32 bit (with Service Pack 2) on the drop that will be the primary domain controller. This creates a domain, and all subsequent Ovation drops will then join that domain.



Do not define a primary domain controller to be an Ovation Operator Station or an Ovation Base Station in your system.



You define domainincontroller to be an Ovation Operator Station, an Ovation Basemay Station, or aa redundant Database Server your system.



If you have multiple Ovation networks/systems, you can manage security more efficiently if you create an Ovation Security Server to function as the primary domain controller. This provides centralized security administration for all the networks.



A Database Server can only run on a Windows Server 2008 Standard Edition operating system - English version - 32 bit (with Service Pack 2) as a Domain Controller or a Domain Member.

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11

S

3

ECTION

Installing sof tware on yo ur Ova tion system drops

IN THIS SECTION What is the software installation order?............................................................................ 13 What operating system should you2008 install on a................................................................. drop? ......................................................1 5 Installing or configuring Windows Server 16 Promoting a Windows Server 2008 to a primary domain controller ..................................17 Promoting a Windows 2008 Server to a redundant domain controller .............................21 Joining Windows Server 2008 to the Domain ...................................................................28 Installing or configuring Windows Server 2003.................................................................30 Installing the Windows Service Pack for Windows 2003 Server.......................................34 Installing security patches for Windows Server 2003 (mandatory)...................................35 Installing drivers (as needed) ............................................................................................ 36 Licensing the terminal services software .......................................................................... 36 Partitioning the disks (as needed) ..................................................................................... 38 Installing or configuring Windows 7 .................................................................................. 38 Installing or configuring Windows XP................................................................................ 41 Installing the Windows Service Pack for Windows XP (mandatory) .................................46 Installing security patches for Windows XP (mandatory)..................................................47 What is the recommended virus protection for Windows-based Ovation systems?.........47 To install Digital Persona Pro Fingerprint Authentication Software (optional) ..................47 Creating Ovation drops ..................................................................................................... 48

3. 1

What is the soft ware inst allation

order?

After you have planned your Ovation system and determined what functions the various drops will perform, you need to install the appropriate software and perform the necessary configuration for each type of drop. Your Ovation drops must be part of a domain. Every domain has a primary domain controller, optional redundant domain controllers, and the other drops in the domain will be domain members. Use the recommended software installation guide: 1. Create your primary domain controller

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:



Install Windows Server 2008 (see page 16) Standard Edition operating system - English version - 32 bit (with Service Pack 2).



Install any applicable Security Patches.



Install any applicable Drivers (see page 123).



If desired, install the licensed Terminal Services (see page 36) package. This will provide for multiple (up to five) remote desktop connections.



Promote the Server 2008 to a primary domain controller (see page 17).



Install Ovation and select the drop type (see page 50). Choose either the Ovation Database Server or Ovation Security Server type.

13

3.1 What is the software installation order?

Note: If you did not make your primary domain controller a database server in Step 1, create a

database server before your create the other Ovation drops. 2. Create your redundant domain controller Windows 2008 Server:

(optional) if the primary domain controller i s a












If desired, install the licensed Terminal Services (see page 36) package. This will provide



for multiple (up to five) remote desktop connections. Promote (see page 23) the Server 2008 to a redundant domain controller and make it a redundant DNS Server.



Install Ovation and select the drop type (see page 50). Choose either the Ovation Operator Station, Ovation Base Station, or Ovation Database Server type.

3. Create your redundant domain controller Windows 2003 Server:

(optional) if the primary domain controller i s a












If desired, install the licensed Terminal Services (see page 36) package. This will provide for multiple (up to five) remote desktop connections.



Prepare (see page 17) Windows Server 2008 primary domain controller to recognize the Windows 2008 domain controller. This step is only to be done once before adding the first





Windows 2008 redundant domain controller. Promote (see page 21) the Server 2008 to a redundant domain controller and make it a redundant DNS Server. Install Ovation and select the drop type (see page 50). Choose either the Ovation Operator Station, Ovation Base Station, or Ovation Database Server type.

4. Create your domain member : 

14

Install the applicable Windows Operating System: 

Windows 7 (see page 38) Professional Edition operating system - English version 32 bit.



Windows XP (see page 41) Professional Edition operating system - English version 32 bit (with Service Pack 3).



Windows Server 2008 (see page 16) Standard Edition operating system - English version - 32 bit (with Service Pack 2), if you want multiple desktop connections to this machine.



Windows Server 2003 (see page 30) Standard Edition - English version - 32 bit (with



Service pack 2 or greater, if you want multiple desktop connections to this machine). Install any applicable Security Patches.



Install any applicable Drivers.



Install Ovation and select the drop type (see page 50).

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3.2 What operating system should you install on a drop?

3. 2

What operating

syst em shoul d you inst all on a drop ?

Since drops in an Ovation system can use different Windows operating systems, you need to determine what functions you want a drop to perform before you install an operating system. Do you want the drop to be a domain controller? Do you want the drop to be a terminal services server and provide multiple remote desktop connections? If you want the drop to be a domain controller or be able to provide multiple remote desktop connections, then install the Windows Server 2008 Standard Edition operating system - English version - 32 bit (with Service Pack 2) operating system on the drop (see page 16). If you promote (see page 17) the Windows Server 2008 software on the drop, then the drop can become a domain controller

for the system.

You can configure a primary domain controller to be an Ovation Database Server (see page 54) or an Ovation Security Server (see page 58). You can configure a redundant domain controller to be an Ovation Operator Station (see page 50), Ovation Base Station (see page 50), or an Ovation Database Server (see page 54). Note: Emerson does NOT recommend that you configure a primary domain controller to be an

Operator Station or a Base Station. For any drop in the system that will not be a domain controller or provide multiple remote desktop connections, you can install Windows 7 (preferred) or Windows XP on that station. After you make the drop a domain member, you can configure it to be an Ovation Operator Station (see page 50), or an Ovation Base Station (see page 50). For a drop to be a Database Server, it must be either a Windows Server 2008 Standard Edition operating system - English version - 32 bit (with Service Pack 2) configured as either a Domain Controller or a Domain Member. The software choices for your drops are illustrated in the following table and define what procedures need to be performed to enable drops to perform the desired functions. The Drop Type (see page 10) is selected during the installation of Ovation. Software ne eded for Ovation dro p typ es O VATION D ROP T Y P E

D OMAIN R O L E

Ovation Operator Station or Ovation Base Station


Ovation


X

Database Server

Redundant Domain Controller

X

Domain Member

X

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I NSTALL W INDOWS 7

I NSTALL W INDOWS XP

Redundant Domain Controller Domain Member

X

X

I NSTALL W INDOWS S ERVER 2008


X

X

X

X

15

3.3 Installing or configuring Windows 2008 Server

O VATION D ROP T Y P E

D OMAIN R O L E

Ovation Security Server


I NSTALL W INDOWS 7

I NSTALL W INDOWS XP



X

Redundant Domain Controller Domain Member

Any drop containing the Windows Server 2008 operating system can be used as a Terminal Services Server to provide multiple remote desktop connections. Refer to Installing Terminal Services Software (see page 36) and to Microsoft documentation for instructions on configuring and using a Terminal Services Server.

3. 3

Installin

g or conf igur ing Windows

3. 3.1 To install Windows Se

20 08 Se rver

rver 20 08 operating syst

em

1. Insert the Windows Server 2008 operating system DVD into the DVD drive and restart the machine. 2. On the Select the operating system you want to install page, select the option Windows Server 200 8 Standard (Full Installati on) . 3. On the Which type of installation do you want, select Custom (advanced) option. 4. On the Where do you want to install Windows page, select the hard disk partition where windows should be installed. You can also click on the Drive options (advanced) option to manually create partition or format the existing partition. Make sure to always use NTFS file system to format the partitions. 5. When prompted for administrator password, enter a strong password. For example, 8 characters with a number and a symbol. 6. After logging in, the Initial Configuration Tasks window is automatically displayed. Note: If the Initial Configuration Tasks window is not already open, you can open it by clicking Start a Run , typing oobe in the text box, and then clicking OK .

7. Perform the following tasks using the links provided in the Initial Configuration Tasks window: a) Activate windows operating system using the Activate Windows link. b) Set the date, time and time zone using the Set time zone link. c) Configure static IP address, subnet mask and gateway information using the Configure networking link.

16

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3.4 Promoting a Windows Server 2008 to a primary domain controller

Note: If there are multiple NIC adapters, manually disable all the other NIC adapters except the

one that is used for Ovation. It is very important that only one NIC adapter must be active in domain controller. Exception to this rule is that if OHI driver is installed, then two NIC adapters may be active but only one NIC adapter is configured with the real static IP address. If secondary non-Ovation NIC adapters are needed, then all such adapters should be configured not to register their IP address in the Ovation systems DNS server. See To configure multiple NIC cards (see page 87) for more information. d) Enter the computer name using the Provide computer name and domain link. At this point no need to change the domain membership and it could be left at workgroup mode. After changing the computer name, reboot the computer for the changes to take effect. 8. Windows Server Backup wbadmin tool is not installed by default. Use the Add Features wizard in the Server Manager to install it. a) Click Start -> Server Manager . b) On the left pane, click Features and then click Add Featur es on the right pane. c) In the list of features, check the Windows Server Backup Features check box, and then click Next . d) On the Confirmation Installation Selections page, click Install . e) Click Close .

3. 4

Promoti ng a Windows S erver 20 08 to a prim ary domain controller After you have determined what computer in your Ovation system will be your primary domain controller and installed Windows Server 2008 on it, configure that computer so that it can do all the functions that a primary domain controller should perform:  

Add security accounts. Delete security accounts.



Configure security accounts.

Since the primary domain controller role is required to manage the security for all the computers in a domain, you must configure the Windows Server 2008 to play the role of a primary domain controller. This is done through a process known as To promote a Windows 2008 Server machine to a primary domain controller (see page 17).

3. 4.1 To promote a

Windows Server 2

008 ma chine to a primary domain con

troll er

1. Open a command prompt, type the following command: net user administrator /passwordreq:yes

Press Enter . 2. Click Start -> Server Manager . 3. In Roles Summary, click Add Roles . 4. Review the information on the Before You Begin page, and then click Next . 5. On the Select Server Roles page, click the Ac ti ve Direc to ry Dom ain Servic es check box, and then click Next . 6. Review the information on the Active Directory Domain Services page, and then click Next .

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17

3.4 Promoting a Windows Server 2008 to a primary domain controller 7. On the Confirm Installation Selections page, click Install . 8. On the Installation Results page, click the Close this wizard and launch the Acti ve link to start the second part Directory Domain Services Installation Wizard (dcpromo.exe) of the AD DS installation. Note: If you closed this wizard by clicking the Close button at the bottom of the wizard page

instead of clicking the Close this wizard and launch the Active Directory Domain Services Installation Wizard (dcpromo.exe) link, you can restart the second part of the AD DS installation by clicking Start à Run, typing dcpromo in the text box, and then clicking Ok . 9. On the Welcome to the Active Directory Domain Services Installation Wizard page, click the Use adva nced mod e installation check box, and then click Next . 10. Depending on the TCP/IP configuration, the Configure Domain Name System Client Settings page may be displayed. On this page, check the option Auto mat ic all y c or rec t the p robl em by i nstall ing DNS Server.... . , and then click Next . Note: It is important that this option must be selected. Otherwise the domain controller will not

work as expected after the installation is complete. 11. On the Operating System Compatibility window, click Next . 12. On the Choose a Deployment Configuration page, click Create a new domain in a new forest , and then click Next . 13. On the Name the Forest Root Domain page, type the Fully Qualified Domain Name (FQDN) name for the domain, and then click Next . 14. On the Domain NetBIOS Name page, either accept the default name that has been granted or enter the Domain NetBIOS name for the domain, and then click Next . 15. On the Set Forest Functional Level page, select Window s Server 2008 from the Forest functional level dropdown box, and then click Next . 16. On the Additional Domain Controller Options page, make sure the DNS server and Global catalog options are selected and click Next . 17. If you have multiple NIC adapters enabled or a single NIC adapter with dynamically assigned IP address, a warning message This computer has dynamically assigned IP addresses will be displayed. Do not continue further until you fix the problem. a) Click No , I will assign static IP addresses to all physical network adapters to close the warning message dialog. b) Open the Network Connections page, and make sure static IP address is assigned to the NIC adapter that is used for Ovation. c) On the Network Connections page, manually disable all the other NIC adapters that are not used for Ovation.

18

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Note: Exception to this rule is that if OHI driver is installed, then two NIC adapters may be active

but only one NIC must be configured with the real static IP address. If there are multiple NIC adapters, manually disable all the other NIC adapters except the one that is used for Ovation. It is very important that only one NIC adapter must be active in domain controller. Exception to this rule is that if OHI driver is installed, then two NIC adapters may be active but only one NIC adapter is configured with the real static IP address. If secondary non-Ovation NIC adapters are needed, then all such adapters should be configured not to register their IP address in the Ovation systems DNS server. See To configure multiple NIC cards (see page 87) for more information. d) On the Additional Domain Controller Options page, Click Next . 18. A warning message A delegation for this DNS server cannot be created … may be displayed. You can ignore the warning and click Yes to continue. 19. On the Location for Database, Log Files, and SYSVOL page, accept the default locations for the database, log files, and SYSVOL, and then click Next . 20. On the Directory Services Restore Mode Administrator Password page, type and confirm the restore mode password, and then click Next . Note: It is important to store this password in some secure place because this password is

required to start this domain controller in Active Directory Service Restore Mode for tasks that must be performed offline, like restoring the Active Directory database from the backup. 21. On the Summary page, review your selections and click Next to install AD DS and configure this machine as the primary domain controller. 22. After installation is complete, click Finish . 23. When you are prompted to restart the server, click the Restart Now button to complete the installation. To verify the promot ion of the primary domain contr

oller

Note: When the domain controller is restarted for the first time after installing the AD DS, it may

take up to 15 minutes or even more in some cases for the Active Directory database to get fully populated and integrated with all the directory services. Be aware that during this time period the Active Directory will be in a transient state and some of the tests described below might not yield the correct result. It is recommended to wait until the Active Directory is fully initialized before running these tests. 1. Click Start -> Server Manager . 2. On the left pane, navigate to the Server Manager -> D iagno stic s -> Event Viewer -> Custom Views ->Server Roles ->Active Directory Domain Services page and review the log entries for any errors. Note: Pay particular attention to the presence of Event ID 1394. This is the indication that Active

Directory database had been fully initialized. 3. On the left pane, navigate to the node: Server Manager -> Diagnost ics -> Event Viewer -> Custom Views -> Server Roles ->DN S Server . 4. Review the log entries for any errors.

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19


Note: Pay particular attention to the presence of Event ID 4. This is the indication that DNS had

finished loading all the zones and fully integrated with Active Directory database. 5. Open a command prompt and run the command dcdiag or dcdiag /v for more detailed diagnostic information. 6. Open a command prompt and run the command netdom query fsmo. 7. The command responds with the list of all FSMO roles and the fully qualified DNS name of the domain controllers that are currently assigned to host each role. 8. Verify that all the five FSMO roles are assigned to this domain controller. 9. Open a command prompt and run the command nltest /dsgetdc: 10. In the Flags: line of the output, if GC appears, then this domain controller is a global catalog (GC) server. 11. Open a command prompt and run the command net share. 12. Check the list to make sure that it includes 

NETLOGON – %systemroot%\SYSVOL\sysvol\\SCRIPTS



SYSVOL – %systemroot%\SYSVOL\sysvol



Verify that proper permissions are set for SYSVOL and NETLOGON shares 

Open a command prompt and run the command dcdiag /test:netlogons.



Look for the message that states passed test NetLogons.

Note: %systemroot% typically refers to c:\windows.

13. Open a command prompt and run the command dcdiag /test:replications or dcdiag /test:replications /v for more detailed replication information. 14. Click Start -> Server Manager . 15. On the left pane, navigate to the node: Server Manag er -> Roles -> DNS Server -> DNS -> - > Forward Lo okup Zones.

16. Verify that the _msdcs. and zones are created. 17. Expand the node to verify that the DomainDnsZones and ForestDnsZones partition nodes are created. 18. Click on the node and verify that Host (A), and Name Server (NS) resource records are present for this domain controller. 19. Click Start -> Server Manager . 20. Click the View Network Connections link. 21. Right click the connection that represents the active connection that the domain controller uses, and then click Properties . 22. Click Internet Prot oco l Versio n 4 (TCP/IPv4) , and then click Properties . 23. Verify that Use the following DNS server addresses is selected and the Preferred DNS server IP address is the local host address 127.0.0.1.

20

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3.5 Promoting a Windows 2008 Server to a redundant domain controller

3. 5

Promoti ng a Windows 20 08 Se rver to a redundant domain controller You may define one or more computers to be redundant domain controllers for your system. A redundant domain controller mirrors the security information in the primary domain controller and performs security functions if the primary domain controller fails. Even though redundant domain controllers are recommended, they are not required. If you want to ensure that you can access all Ovation functions (except configuring Ovation security) even if your primary domain controller fails, then you need to create a redundant domain controller. After you determine what drop in your Ovation system will be a redundant domain controller, you must configure that station so that it can take over security functions in case the primary domain controller fails. This drop configuration is done through a process known as promoting (see page 23) a Server 2008 to a redundant domain controller. There are two types of promotion you can perform to create a redundant domain controller: 

Computer does not have Ovation installed on it. For example, you have only installed Windows Server 2008 on the computer.



Computer already has Ovation installed on it. For example, you may have an Ovation Base Station with Windows Server 2003 on it that you want to promote to a redundant domain controller.

Note: Define the primary domain controller for your Ovation system before you define a

redundant domain controller. If you promote an existing Ovation drop to be a redundant domain controller, remove the Ovation software before you promote the controller, and then re-install the Ovation software. If your primary domain controller is a Windows 2008 server proceed To promote a Windows 2008 Server machine to a redundant domain controller (see page 23). The following information only applies if your primary domain controller is a Window s 2003 Server . The procedure is only to be done for the first redundant domain controller. Before you can add a Windows Server 2008 domain controller to an Active Directory environment that is running Windows Server 2003, you must update the Active Directory schema to include all the enhancements that are necessary to support Windows Server 2008. If your primary domain controller is a Windows 2008 server proceed To promote a Windows 2008 Server machine to a redundant domain controller (see page 23). AD schema update is performed by using the adprep tool that is included on the Windows Server 2008 installation disk. The adprep tool must be run twice: 

Once on the Schema Master to prepare the Active Directory forest



Once on the Infrastructure Master to prepare the Active Directory domain

By default the Schema and Infrastructure masters are placed in the primary domain controller (PDC) during the promotion of the first Windows Server 2003 domain controller. If these operations masters are not manually transferred to any other domain controllers, then adprep must be run onmasters the PDC twice. you need Infrastructure and thenOtherwise, run the adprep tool. to correctly identify the Schema and

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21

3.5 Promoting a Windows 2008 Server to a redundant domain controller Prepare the Windows Server 2003 domain to extend the AD Schema

Identify the Schema Master and the Infrastructure Master FSMO role owners 1. Login to the Windows Server 2003 PDC with administrative credentials. 2. If Windows Support Tools is not already installed, run the suptools.msi package that is in the \Support\Tools folder on the Windows Server 2003 disk. 3. Open a command prompt and run the command netdom query fsmo. 4. Review the results to determine the domain controllers that own the Schema Master and the Infrastructure Master FSMO roles. Ensure re plication is workin g through out the forest

1. Open a command prompt and run the command repadmin /replsum. 2. Review the results for any errors. If the test fails, do not attempt any additional steps until you determine and fix the problem. Note: Pay particular attention to the Source DC and Destination DC column to make sure all

domain controllers that exist in your Windows Server 2003 Active Directory environment are accounted for and shows 0 in the fails column. Also make sure there are no error messages displayed at the end of the output. 3. If the above test fails, run the command repadmin /showrepl * to get more information about the failure. 4. Make a system state backup of the Windows Server 2003 PDC and at least one Windows Server 2003 RDC. 5. Extending the AD Schema is an irreversible process. Once the AD Schema has been updated and replicated to all the Windows Server 2003 domain controllers, they can be reversed only by restoring the domain controllers from the system backup. So, it is critical that you make a system state backup of the PDC and at least one RDC in its current state before proceeding with the AD Schema update. 6. Temporarily disable the Antivirus software 7. Antivirus software may interfere with the adprep tool during the schema update process and can cause it to fail with an error message Adprep was unable to complete because the call back function failed. To avoid this situation, temporarily disable the antivirus software until the adprep completes the schema update. Extend th e Windows Server 2003 AD S chema

Run adprep on the Schema Master to extend the forest schema 1. Login to the Schema Master with administrative credentials. 2. Insert the Windows Server 2008 disk into the DVD drive. If you are prompted to install Windows Server 2008, do not install it. Close the wizard instead. 3. Open a command prompt and run the command cd /d :\sources\adprep, where is the DVD drive letter. 4. At the command prompt, run the command adprep /forestprep. 5. Ensure the command is completed successfully without any errors.

22

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3.5 Promoting a Windows 2008 Server to a redundant domain controller Allow enough time for the forest updates to replicate to all the domain controllers in the Active Directory forest or that they at least replicated to the Infrastructure Master. It is critical that the Infrastructure Master should be up-to-date with the new forest updates before performing the next step; otherwise, it would fail. 6. Verify that Infrastructure Master received the forest updates. Note: You need to perform this task only if the Infrastructure Master is on a different domain

controller than the Schema Master. If both the roles are on the same domain controller, then the AD database is already up-to-date with the forest updates and you can skip this step. 7. Login to the Infrastructure Master with administrative credentials. 8. If Windows Support Tools is not already installed, run the suptools.msi package that is in the \Support\Tools folder on the Windows Server 2003 disk. 9. Click Start -> Run , type adsiedit.msc, and then click Ok . 10. Click Action menu, and then click Connect to . 11. On the Connection Settings dialog, click Select a well k nown Naming Context option, select Configuration in the list of available naming context, and then click Ok . 12. On the left pane, navigate to the node: Configuration […] -> CN=Configuration, DC=… -> CN=ForestUpdates -> CN=ActiveDirectoryUpdate 13. Right-click on CN=ActiveDirectoryUpdate , and then click Properties . 14. Confirm that the revision attribute value is 2, and then click Cancel . 15. On the left pan, navigate to the Schema […] à CN=Schema,CN=Configuration,DC=… node. 16. Right-click on CN=Schema,CN=Configuration,DC=…, and then click Properties . 17. Confirm that the objectVersion attribute value is 44, and then click Cancel . 18. Run adprep on the Infrastructure Master to extend the domain schema. 19. Login to the Infrastructure Master with administrative credentials. 20. Insert the Windows Server 2008 disk into the DVD drive. If you are prompted to install Windows Server 2008, do not install it. Close the wizard instead. 21. Open a command prompt and change the current directory to :\sources\adprep, where is the DVD drive letter. 22. At the command prompt, run the command adprep /domainprep. 23. Ensure the command is completed successfully without any errors. Allow enough time for the updates to replicate to all the other domain controllers in the forest. It is critical that all domain controllers should receive both the forest and domain updates before deploying the Windows Server 2008 domain controller.

3. 5.1 To promot e a Windows 2008 Server machine to a redundant domain controller Configure DNS clie nt s ervice setting

1. Click Start -> Server Manager . 2. Click the View Network Connections link. 3. Right-click the connection that represents the active connection that the domain controller uses, and then click Properties .

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23

3.5 Promoting a Windows 2008 Server to a redundant domain controller 4. Double-click Internet Protoc ol Versio n 4 (IPv4) item. 5. Check the Use the following DNS server addresses option. 6. Set the Preferred DNS server IP address to the actual IP address of the Primary Domain Controller (PDC). 7. Click Ok twice. Install Domain Control ler Diagnostic Tool (dcdiag.exe )

1. Click Start

-> Server Manager .

2. In Roles Summary, click Add Roles . 3. Review the information on the Before You Begin page, and then click Next . 4. On the Select Server Roles page, click the Ac ti ve Direc to ry Dom ain Servic es check box, and then click Next . 5. Review the information on the Active Directory Domain Services page, and then click Next . 6. On the Confirm Installation Selections page, click Install . 7. On the Installation Results page, do not click the Close this wizard and launch the Active Directory Domain Services Installation Wizard (dcpromo.exe) link that starts the second part of the AD DS installation. Instead click the Close button at the bottom of the wizard page. Verify DNS configuration and

registration

At the command prompt, type the following command, and then press ENTER dcdiag /test:DcPromo /DnsDomain: /ReplicaDC

Where is the DNS name of the domain to which you want to add this server as an additional domain controller. Note: If the dcpromo test fails, the Active Directory Domain Services (AD DS) installation is also

likely to fail. Fix the reported problem before continuing with the installation. Verify the availability of

the FS MO roles holders

The following tests require domain administrator privilege to run. Running with the local administrator privilege will not yield the correct result. 1. To launch a command windows with the domain administrator privilege, click Start -> Run , and type runas /netlogon /user:\Administrator cmd in the text box Where, is either the DNS or NetBIOS name of the domain to which you want to add this server as an additional domain controller. 2. Click Ok , and then when prompted enter the password of the domain administrator account, to launch a new command window with the domain administrator privilege. 3. In the newly launched command window, type the following command to ensure that the FSMO role holders can be located, and then press ENTER dcdiag /s: /te st:K nows OfRoleHolders /v

Where, is the name of an existing domain controller in the domain to which you want to add this server as an additional domain controller.

24

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3.5 Promoting a Windows 2008 Server to a redundant domain controller 4. In the newly launched command window, type the following command to ensure that the FSMO role holders are available online and functioning properly, and then press ENTER dcdiag /s: /test:fs mocheck /v

Where is the name of an existing domain controller in the domain to which you want to add this server as an additional domain controller. Note: If any of the above tests fails, the AD DS installation is also likely to fail. Fix the reported

problem before continuing with the AD DS installation. To promote a Windows

2008 Server machine to a redundant d

omain con troller

1. Click Start -> Run , type dcpromo in the text box, and then click Ok . 2. On the Welcome to the Active Directory Domain Services Installation Wizard page, click Next . 3. On the Choose a Deployment Configuration page, click Existing forest, click Add a domain contro ller to a n existing domain , and then click Next . 4. On the Network Credentials page, a) Type the fully qualified domain name (FQDN) of the domain to which you want to add this server as an additional l domain controller. b) Click Al ter nat e credentials, and then click Set . c) In the Windows Security dialog box, provide the domain administrator user name and the password, and click Ok . d) Click Next . 5. Accept the default selection on the Select a Domain page, and click Next . 6. A warning message You will not be able to install a read-only domain controller … may be displayed. You can ignore the warning and click Yes to continue. 7. Accept the default selection on the Select a Site page, and click Next . 8. On the Additional Domain Controller Options page, make sure the DNS Server and Global catalog options are selected, and click Next . 9. If you have multiple NIC adapters enabled or a single NIC adapter with dynamically assigned IP address, a warning message This computer has dynamically assigned IP addresses will be displayed. Do not continue further until you fix the problem. a) Click No , I will assign static IP addresses to all physical network adapters to close the warning message dialog. b) Open the Network Connections page, and make sure static IP address is assigned to the NIC adapter that is used for Ovation. c) On the Network Connections page, manually disable all the other NIC adapters that are not used for Ovation.

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25


Note: Exception to this rule is that if OHI driver is installed, then two NIC adapters may be active

but only one NIC must be configured with the real static IP address. If there are multiple NIC adapters, manually disable all the other NIC adapters except the one that is used for Ovation. It is very important that only one NIC adapter must be active in domain controller. Exception to this rule is that if OHI driver is installed, then two NIC adapters may be active but only one NIC adapter is configured with the real static IP address. If secondary non-Ovation NIC adapters are needed, then all such adapters should be configured not to register their IP address in the Ovation systems DNS server. See To configure multiple NIC cards (see page 87) for more information. d) On the Additional Domain Controller Options page, Click Next . 10. A warning message "A delegation for this DNS server cannot be created …" may be displayed. You can ignore the warning and click Yes to continue. 11. On the Location for Database, Log Files, and SYSVOL page, accept the default locations for the database, log files, and SYSVOL, and then click Next . 12. On the Directory Services Restore Mode Administrator Password page, type and confirm the restore mode password, and then click Next . Note: It is important to store this password in some secure place because this password is

required to start this domain controller in Active Directory Service Restore Mode for tasks that must be performed offline, like restoring the Active Directory database from the backup. 13. On the Summary page, review your selections and click Next to install AD DS and configure this machine as a redundant domain controller. 14. When you are prompted to restart the server, click the Restart Now button to complete the installation. To verify the promotion of the redundant domain contro

ller

Note: When the domain controller is restarted for the first time after installing the AD DS, it may

take up to 15 minutes or even more in some cases for the Active Directory database to get fully populated and integrated with all the directory services. Be aware that during this time period Active Directory will be in a transient state and some of the tests described below might not yield the correct result. It is recommended to wait until the Active Directory is fully initialized before running these tests. 1. Click Start -> Server Manager . 2. On the left pane, navigate to the Server Manager -> D iagno stic s -> Event Viewer -> Custom Views -> S erver Roles -> Active Director y Domain Services page and review the log entries for any errors. Note: Pay particular attention to the presence of Event ID 1394. This is the indication that Active

Directory database had been fully initialized. 3. On the left pane, navigate to the Server Manager à Diagnostics a Event Viewer a Custom Views a Server Roles a DNS Server page and review the log entries for any errors.

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Note: Pay particular attention to the presence of Event ID 4502. Two 4502 events will be

logged; one for successfully loading the DomainDnsZones and another for successfully loading the ForestDnsZones. This is the indication that DNS had finished loading all the zones and fully integrated with Active Directory database. 4. Open a command prompt and run the command dcdiag or dcdiag /v for more detailed diagnostic information. Note: A pair of error messages indicating that NT AUTHORITY\ENTERPRISE DOMAIN

CONTROLLERS does not have access rights for the naming context … might be displayed under the NCSecDesc test category. This is an expected behavior and you can safely ignore it. 5. Open a command prompt and run the command nltest /dsgetdc: 6. In the Flags: line of the output, if GC appears, then this domain controller is a global catalog (GC) server. 7. Open a command prompt and run the command net share. 8. Check the list to make sure that it includes NETLOGON – %systemroot%\SYSVOL\sysvol\\SCRIPTS SYSVOL – %systemroot%\SYSVOL\sysvol Note: %systemroot% typically refers to c:\windows.

9. Verify that proper permissions are set for SYSVOL and NETLOGON shares a) Open a command prompt and run the command dcdiag /test:netlogons. b) Look for the message that states passed test NetLogons. 10. Open a command prompt and run the command dcdiag /test:replications or dcdiag /test:replications /v for more detailed replication information. 11. Click Start -> Server Manager . 12. On the left pane, navigate to the Server Manager -> Roles -> DNS Server -> DNS -> ->Forward Lookup Zones page. 13. Verify that the _msdcs. and zones are created. 14. Expand the node to verify that the DomainDnsZones and ForestDnsZones partition nodes are created. 15. Click on the node and verify that Host (A), and Name Server (NS) resource records are present for this domain controller. 16. Click Start -> Server Manager . 17. Click the View Network Connections link. 18. Right click the connection that represents the active connection that the domain controller uses, and then click Properties . 19. Click Internet Prot oco l Version 4 (TCP/IPv4) , and then click Properties . 20. Verify that Use the following DNS server addresses is selected. 21. Click the Advan ced button and select the DNS tab . 22. Verify that the local host IP address 127.0.0.1 is added to the DNS servers list.

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3.6 Joining Windows Server 2008 to the Domain Reconfigu ring DNS client settings on

the domain contro ller

1. Click Start -> Server Manager . 2. Click the View Network Connections link. 3. Right click the connection that represents the active connection that the domain controller uses, and then click Properties . 4. Click Internet Prot oco l Versio n 4 (TCP/IPv4) , and then click Properties . 5. Click the Ad vanced button and select the DNS tab. 6. Ensure that the IP address of the Primary Domain Controller (PDC) is in the list. 7. Add all the other domain controller IP addresses to the DNS server address list. 8. Re-arrange the IP addresses in the DNS server address list in such a way that the 1st IP address points to the closest domain controller to this machine, the 2nd IP address points to the next closest domain controller than the 1st, the 3rd IP address points to the next closest domain controller than the 2nd, and so forth. Note: The closest DNS server is the one that can be connected through the minimum number of

network segments. The IP address at the top of the list will be automatically designated as the Preferred DNS server. All the other IP addresses will be designated as the Alternate DNS server and will be used, in the specified order, if the preferred DNS server cannot be reached. 9. Click Ok , click Ok , and then click Close .

3. 6

Join ing Windows S erver 20 08 to the Domain To properly join the Windows Server 2008 as a member server to an existing domain, the server must be able to contact and communicate with the domain controller that hosts the domain. To enable this process, the DNS client setting in this machine must be configured properly.

3.6 .1 Prepare Windo ws Se rver 20 08 for join ing the dom ain 1. Click Start -> Server Manager . 2. Click the View Network Connections link. 3. Right click the connection that represents the Ovation NIC adapter connection that the domain controller uses, and then click Properties . 4. Double-click Internet Protoc ol Versio n 4 (IPv4) item. 5. Check the Use the following DNS server addresses

option.

6. Set the Preferred DNS server IP address to the actual IP address of the Primary Domain Controller (PDC). 7. Click Ok twice. 8. At the command prompt, type the following command, and then press ENTER ping /4 Where is the DNS name of the domain to which you want to add this server as a member. Note: If the test fails, joining this server as a member to the domain is also likely to fail. Fix the

reported problem before continuing with the joining process.

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3.6 Joining Windows Server 2008 to the Domain To join t he Windows Server 20 08 to the domain

1. Login to the Windows Server 2008 using the local administrator credentials. 2. Click Start , type oobe in the text box, and then click Ok . 3. Click the Provide computer name and domain

link.

4. On the Computer Name tab, click Change button. 5. In Member of, select Domain , type the DNS name of the domain, and then click Ok . 6. In the Windows Security dialog box, provide the user name and password for the domain administrator account, and click Ok . 7. Click Ok twice, and then click Close . 8. Click Restart Now to restart the server. To Reconfigure DNS Client Settings

1. Click Start -> Server Manager . 2. Click the View Network Connections link. 3. Right click the connection that represents the active connection that the domain controller uses, and then click Properties . 4. Click Internet Prot oco l Versio n 4 (TCP/IPv4) , and then click Properties . 5. Click the Ad vanced button and select the DNS tab. 6. Ensure that the IP address of the Primary Domain Controller (PDC) is in the list. 7. Add all the other domain controller IP addresses to the DNS server address list. 8. Re-arrange the IP addresses in the DNS server address list in such a way that the 1st IP address points to the closest domain controller to this machine, the 2nd IP address points to the next closest domain controller than the 1st, the 3rd IP address points to the next closest domain controller than the 2nd, and so forth. Note: A closest DNS server is the one that can be connected through the minimum number of

network segments.The IP address at the top of the list will be automatically designated as the Preferred DNS server. All the other IP addresses will be designated as the Alternate DNS server and will be used, in the specified order, if the preferred DNS server cannot be reached. 9. Click Ok , click Ok , and then Close .

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3.7 Installing or configuring Windows Server 2003

3. 7

Installin

g or conf igur ing Windows

Se rver 20 03

Note: The following procedure is only to be used for re-installing an existing 2003 machine.

If you have determined that the drop will be a domain controller or it will provide for multiple remote desktop connections, then you must install the Windows Server 2003 operating system on the station. After you have installed Windows Server 2003 on the drop, if the station will be a primary domain controller, then you need to promote the Windows Server 2003 to be the primary domain controller. Note: Define the primary domain controller for your Ovation system before you define any

redundant domain controllers or domain members. After you have installed Windows Server 2003 on the drop, if the station will be a redundant domain controller, then you will need to promote the Windows Server 2003 to be the redundant domain controller. If the drop does not have Windows Server 2003 already installed on it, use the installation procedure to install the operating system (see page 30). If the drop already has Windows Server 2003 installed on it, use the configuration procedure to prepare the drop to operate with the Ovation system (see page 33). If you want the drop to provide multiple remote desktop connections, install and activate the Terminal License Server for Terminal Services (see page 36).

3. 7.1 To install Windows Se

rver 20 03 operating syst

em

To install the Windows Server 2003 Operating System on a drop that does not have it: 1. Insert the CDROM containing the Windows Server 2003 operating system that was provided with your Ovation system into the CDROM drive. 2. Reboot the computer. 3. Carefully watch the screen and when prompted, immediately press F2 to display the Setup Menu. 4. Scroll to the Boot Sequence in the menu and press Enter . The BIOS configuration window appears. Verify that the applicable CDROM is listed in the boot sequence list before the hard drive's position in the list. 5. If necessary, move the appropriate device item to the top of the list and press Enter . The computer will try to boot from whatever item you move to the top. If that item is not available, it will move to the next item. 6. Press Escape to exit the list. Press Escape again to exit the BIOS window. 7. Select Save Changes and Exit . The PC will reboot. 8. As soon as the PC reboots, quickly press any key to access the Windows Server 2003 CDROM. 9. The Welcome to Setup window appears. Press Enter to begin the setup. 10. When the Windows Licensing Agreement window appears, press F8 to accept the license agreement.

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3.7 Installing or configuring Windows Server 2003 11. A Partition window appears. Note: Partitioning of the hard drives (disks) is not required. You can partition your disks if you

desire. However, there is no recommended disk partitioning. Any disk can be used as long as space is available. Ovation will advise you if you attempt to install software on a disk that does not have sufficient space. 12. If you choose not to partition the disk, press Enter to continue the installation and skip to Step 14. 13. If you choose to partition the disk, follow the directions provided on the Partition window. After you have completed the partitioning: a) Select the disk where your want to install Windows Server 2003 (typically C:). b) Press Enter . The disk will be formatted. This may take a considerable amount of time. c) After the partition is formatted, follow the prompts on the screen. The drop will reboot after you select Next and appropriate devices will be installed. 14. The Regional Settings and Language window appears. Select Next . 15. The Personalize Your Software window appears. Enter your name and organization. Select Next . 16. The Product Key window appears. Enter the Microsoft Product Key number which is provided by Microsoft with the software media or is provided by Emerson in the Software and Licensing Kit Binder. Select Next . 17. If a message appears asking what Licensing Mode you want to use, you will typically select the Per Device mode. This assumes that a Client Access License has been purchased for each client machine that will connect to the server. To configure Domain Controller Client Access License configuration: a) Open Ad mi ni st rat iv e Tools -> Servi ces and select License Logging Service . b) Double-click on the License Loggin g Service and configure the Startup Type to Auto mat ic . c) Start the Service and close the Services List. d) Open Ad mi ni st rat iv e Tools -> Licen si ng . Click the Products View tab and double-click on Windows Server to access its properties. e) Click on the Server Browser tab and select the server name from the list. Click Edit. f)

Select Windows Server under Products View, and click Edit .

g) Change the Licensing mode from Per Server to Per Device/Per User , and confirm the following acknowledgment prompts. h) Close the Licensing window. 18. The Computer Name and Administrator Password window appears. Enter the computer name and password . The computer name is the name that is known and used by the Active Directory (see page 4). This computer name may or may not be the "drop name" known by the Ovation system. The name for the Ovation drop is configured in the Developer Studio. Observe the following rules for selecting the computer name:  The computer name must be unique in the domain.

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

Do not use more than 15 characters in the name.



Do not use spaces or certain special characters (; : " < > * + = , \ | ?) in the name.

31

3.7 Installing or configuring Windows Server 2003 After you have entered an appropriate computer name and password, select Next. 19. The Windows Setup dialog box may appear displaying different options. If the Setup box appears, select Yes for the option "Use the current password option." 20. If a Modem Information dialog appears, enter the desired information and press Enter to accept the information. 21. The Date and Time Settings window appears. Enter the Date, Time and appropriate Time Zone . Select Next . 22. The Network Settings window appears. Select Typical and Next . 23. The Workgroup or Computer Domain window appears. Select No. Enter the Workgroup name or accept the default (WORKGROUP) and select Next . 24. If the Windows Server 2003 disk is not inserted in the computer drive, a prompt will appear asking for the disk. If necessary, insert the disk and select OK . 25. The Setup will continue as components are installed. The system will provide messages checking the tasks as they are completed. 26. The Completing Windows Server 2003 Setup Wizard appears telling you the installation was successful and to remove the disk. Remove the disk and select Finish . The drop will reboot. 27. After the drop has rebooted, Server 2003 will ask you to log in. Login as Admi ni st rat or . a) To continue setup, insert the Windows Server CD2. Select Cancel . b) Windows Setup window displays, You have chosen not to continue setup. Select Ok . c) In the Window Server Post-Setup Security Updates window, select Finish . d) In the Manage Your Server window, deselect Don't display this p age at logon . Select x to close. Note: After you login, a Windows Setup dialog may appear, choose Cancel. A Windows Setup Informational message appears. Click Ok.

28. It is recommended that you format other disks at this point (use NTFS): a) Right-click on Start -> Select Explore -> My Computer -> Right-click on My Computer -> Select Manage -> Disk Management. b) The Computer Management window appears. Format all the disks except the disk where Server 2003 is installed (typically, C:) by right-clicking on the desired disk and selecting Format . Note: When you loaded Server 2003, it only formatted the disk where Server 2003 was

installed. After you have loaded Server 2003, you need to use Disk Management to format other disks (if there are any other disks) before you can place data on them. 29. Before you promote Windows Server 2003 to a domain controller, you must configure static IP addresses for all the Network Interface Cards (NIC) in the computer. a) Select Start -> Control Panel -> Network Connections . Right-click on Network Connections and select Open. b) The Network Connections window appears. All the valid network connections for this computer displayed in the window. Right-click on an Ovation NIC adapter connector and selectare Properties. c) The Properties window appears. Select the General tab. d) Select the TCP/IP Connection . Select Properties.

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3.7 Installing or configuring Windows Server 2003 e) The TCP/IP Properties window appears. Select Use the following IP Addresses . Enter the appropriate IP Addresses in the three IP Address fields. f)

Select OK .


one that is used for Ovation. It is very important that only one NIC adapter must be active in domain controller. Exception to this rule is that if OHI driver is installed, then two NIC adapters may be active but only one NIC adapter is configured with the real static IP address. If secondary non-Ovation NIC adapters are needed, then all such adapters should be configured not to register their IP address in the Ovation systems DNS server. See To configure multiple NIC cards (see page 87) for more information. Windows Server 2003 provides a backup utility that can be used to backup your Server 2003 settings. Access this utility and follow the directions to back up the desired data: Select Start -> Programs -> Ac ces so ri es ->System Tools -> Backup

3. 7.2 To configur

e Windows Server 2

003 operating syst

em for O vation

If the drop already has the Windows Server 2003 Operating System installed on it, configure it so it will function properly with Ovation: 1. Turn on the drop. If this is the first time you have logged onto the computer, perform Steps 2 through 10. If this is no t the first time, skip to Step 11. 2. After the license agreement appears, select I accept this Agreeme nt . Select Next . 3. A dialog window appears. Enter your Name and the name of your o rganiza tion . Select Next . 4. The Product Key window appears. Enter the Microsoft Product Key number which is provided by Microsoft with the software media or provided by Emerson in the Software and Licensing Kit Binder. Select Next . 5. If a message appears asking what Licensing Mode you want to use, you will typically select the Per Server mode. This provides for the number of concurrent connections (default is 5) where each connection must have its own client access license. 6. The Computer Name and Administrator Password window appears. Enter the computer name and password . The computer name is the name that is known and used by the Active Directory (see page 4). This computer name may or may not be the "drop name" known by the Ovation system. The name for the Ovation drop is configured in the Developer Studio. Observe the following rules for selecting the computer name: 

The computer name must be unique in the domain.







After you have entered an appropriate computer name and password, select Next. 7. The Date and Time Settings window appears. Enter the Date, Time and appropriate Time Zone . Select Next . 8. The Network Settings window appears. Select Typical and Next .

9. The Workgroup or Computer Domain window appears. Select No . Enter the Workgroup name or accept the default (WORKGROUP). Select Next .

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3.8 Installing the Windows Service Pack for Windows 2003 Server 10. Select Finish . This will reboot the drop. 11. Login as Administrator. 12. Before you promote Windows Server 2003 to a domain controller, you must configure static IP addresses for all the Network Interface Cards (NIC) in the computer. a) Select Start -> Control Panel -> Network Connections . Right-click on Network Connections and select Open. b) The Network Connections window appears. All the valid network connections for this computer are displayed in the window. Right-click on an Ovation NIC adapter connector and select Properties. c) The Properties window appears. Select the General tab. d) Select the TCP/IP Connection . Select Properties. e) The TCP/IP Properties window appears. Select Use the following IP Addresse s . Enter the appropriate IP Addresses in the three IP Address fields. f)

Select OK.


one that is used for Ovation. It is very important that only one NIC adapter must be active in domain controller. Exception to this rule is that if OHI driver is installed, then two NIC adapters may be active but only one NIC adapter is configured with the real static IP address. If secondary non-Ovation NIC adapters are needed, then all such adapters should be configured not to register their IP address in the Ovation systems DNS server. See To configure multiple NIC cards (see page 87) for more information. Windows Server 2003 provides a backup utility that can be used to backup your Windows Server 2003 settings. Access this utility and follow the directions to back up the desired data: Select Start -> Programs -> Ac ces so ri es ->System Tools -> Backup.

3. 8

Installing the

Windows S ervice Pa ck for Windows 2 00 3 Se rver

Data contained in Microsoft Service Pack 2 for Windows 2003 Server must be installed to run Ovation 3.x products correctly. You must determine if the appropriate Service Pack is installed on the computer. (see page 34) If you do not have the appropriate Service Pack installed on the computer, install the Service Pack. (see page 35) Note: It is preferred that you run Windows 2008 Server.

3.8 .1 To determ ine what Windo ws 200 3 Server Service P ack is install

ed

1. Select Start -> C ontr ol Panel . 2. Double click on System . 3. Determine what Service Pack is installed.

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3.9 Installing security patches for Windows Server 2003 (mandatory)

3.8 .2 To ins tall Windo ws 200 3 Server S ervic e Pack 2 1. Download Windows 2003 Server Service Pack 2 from the Microsoft site on the Internet (http://www.microsoft.com/downloads ) or insert the CDROM containing Microsoft Service Pack 2. 2. AutoRun should install the Pack and the Microsoft Service Pack 2 Wizard should appear. If it does not, access Windows Explorer and navigate to the CDROM directory. Double-click the software installation program (name may vary slightly). Note: If necessary, refer to Microsoft Service Pack documentation for detailed instructions on

loading the service pack. 3. steps If a Security 4 - 7. Wizard appears, choose Run. If the Security Wizard does not appear, follow 4. A Software Update Installation wizard appears. Select Next . 5. A License agreement window appears. Click on I agree . Select Next. 6. A Select Options window appears. Select Next . 7. An Updating Your System window appears. Choose Finish. The system reboots.

3. 9

Installin

g securit y patches

for W indo ws Se rver 20 03 (mandatory)

Microsoft provides software patches or updates as needed to ensure the security of your Windows Operating System. These patches from Microsoft have been tested by Emerson for compatibility with the Ovation software. You can access these tested patches from the Emerson Users Group website and then download (see page 47) the patches onto the computer. Note: If you do not have access to the Emerson Users Group website, contact Emerson Sure

Service for information about Microsoft security patches.

3. 9.1 To inst all Windows Se rver securit y pa tches 1. Access the Emerson Ovation/WDPF Users Group website. 2. Select Product Notification

& Security Patches .

3. Select Security Patches . 4. Select the appropriate Windows Server Security Patches for your Ovation System. 5. Download the patches.

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3.10 Installing drivers (as needed)

3. 10 Installing dr

ivers (a s nee ded)

A driver is a device-specific control program that enables a computer to work with the specific device. For example, these drivers might be for printers, disk drives, or network cards. Your computer may need drivers to be installed and configured. Fast Ethernet systems require Fast Ethernet drivers. Follow the installation instructions provided with the driver card. Emerson provides specific installation and configuration instructions for Fast Ethernet drivers (see page 130). FDDI/CDDI systems require FDDI drivers. Follow the installation instructions provided with the driver card. Emerson provides specific installation and configuration instructions for FDDI drivers.

3. 11 Licensi ng the termin al services software Microsoft Terminal Services provides multiple (more than two) remote desktop connections for computers. Terminal Services allows you to configure a computer to run programs for multiple simultaneous users at remote computers. Terminal Services requires special licenses that must be purchased separately since they are not part of the standard Microsoft operating system license. Note: Do NOT license Terminal Services if you only need to run Remote Desktop for

administration between two computers. The Remote Desktop for administration function is included with the Microsoft Windows Server 2008 operating system. Remote Desktop for administration provides multiple (two) remote desktop connections for computers in a domain. Remote Desktop is installed by default with your Microsoft Windows Server 2008 operating system. No special license is required for running up to two simultaneous remote connections in addition to the server console session. You may enable Remote Desktop by opening the Remote tab of the System Control Panel and enabling Remote Connections . If you need Terminal Services, use the following procedures to license the Terminal Server. By default, only members of the local Administrators group will be able to connect to this Terminal Server. You will need to add user accounts to the local Remote Desktop Users group to allow users to connect to this Terminal Server. Licensing the Terminal Services software requires four different procedures: 

Installing Terminal Server Software (see page 36)



Installing a Terminal Server License Server (see page 37)



Activating the Terminal Server License Server (see page 37)



Installing Terminal Server Licenses (see page 38)

3. 11.1 To ins tall t erminal server

soft ware

1. Insert the Microsoft Windows Server 2008 DVD into the drop's DVD drive. 2. Select Start -> Admi ni st rat iv e Tool s -> Server Manager. 3. The Server Manager window appears. Choose Roles -> Ad d Roles . 4. The Add Roles Wizard appears. Put a check in the Terminal Services checkbox. Select Next . 5. Select Terminal Server . Choose Next and Next again.

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3.11 Licensing the terminal services software 6. Select Require Ne twork Authentication . Choose Next . 7. Choose Per User or Per Device , depending on the Client Access License (CAL) you have purchased. 8. Choose Next . You will add the users at a later time. 9. Click Install . 10. Restart the computer.

3. 11.2 To ins tall a terminal

server li cense server

After you have installed the Windows Server 2008 operating system on your computer, you can install the Terminal Server if you want to provide multiple remote desktop connections for the computer. Note: Do NOT install Terminal Services if you only need to run remote desktop for

administration between two computers. You can use the Remote Desktop function provided with the Microsoft Windows Server 2008 operating system. 1. Insert the Microsoft Windows Server 2008 DVD into the drop's DVD drive. 2. Select Start -> Admi ni st rat iv e Tools -> Server Manager . 3. The Server Manager window appears. Choose Terminal Services . 4. Select Ad d Role Servi ces . 5. Choose TS Licensing . Choose Next . 6. A window appears asking you to select what computer group you want to connect. Select the appropriate group: 

The forest (all computers you can access).



This domain (all computers that are configured as part of your domain, either as a domain controller or a domain member).



Choose Next .

7. Confirm installation selections, select Install . 8. The Installation Progress window appears telling you the progress of the installation. 9. When the installation is complete, select Close.

3. 11.3 To activ ate the t erminal s erver lic ense server After you have installed the Terminal Server License Server on your computer (see page 37), activate the License Server: 1. Select Start -> Admi ni st rat iv e Tools -> Terminal Servi ces -> TS Lic ens ing Manager . 2. The Terminal Server Licensing window appears. In the right pane of the window, right-click on the computer where the Terminal Server License Server software is installed. (see page 37) 3. Select Ac ti vat e Server . 4. The Activate Server Wizard appears. Select Next. 5. Select the activation method you prefer to use to contact Microsoft: 

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Automatic Connection

37

3.12 Partitioning the disks (as needed)  

Web Browser Telephone

6. Follow the directions in the wizard to request your activation code.

3. 11.4 To ins tall t erminal server

licenses

After you have activated the Terminal Server License Server (see page 37), install Terminal Server licenses where you want to provide multiple remote desktop connections: 1. Select Start ->Ad mi ni st rat ive Tools -> Termi nal Server. 2. The Terminal Server Licensing window appears. In the right pane of the window, right-click on the computer where the Terminal Server License Server software is installed. Make sure the computer is activated. 3. Select Install Licenses . 4. The Installation Wizard appears. Select Next. 5. Follow the directions in the Wizard to install the desired Terminal Server licenses.

3. 12 Pa rti tion ing the disks (a

s nee ded)

There is no recommended partitioning of the hard drives (disks). Any disk can be used as long as space is available. The system will advise you if you attempt to install software on a disk that does not have sufficient space. However, Emerson recommends that all the disks use the NTFS file system.

3. 13 Installin

g or conf igur ing W indo ws 7

If you have determined that the Ovation drop will not be a domain server nor will it provide for multiple remote desktop connections, then you can install the Windows 7 operating system on the drop. After you have installed Windows 7 on the drop, then you will need to join the drop to the domain. If the drop does not have Windows 7 already installed on it, use the installation procedure to install the operating system (see page 41). If the drop already has Windows 7 installed on it, use the configuration procedure to prepare the drop to operate with the Ovation system (see page 44).

3.1 3.1 To ins tall Win dow s 7 1. Insert the DVD containing the Windows 7 Professional x86 (32 bit) Operating System that was provided with your Ovation system into the DVD drive. 2. Choose to install Englis h, Englis h (US), and US time and currency format , and US Keyboard or input format . Choose Next . 3. Choose to Install Now . 4. Choose to Ac cep t the licensing terms and click Next . 5. If the Type of Installation window is presented, choose to perform a Custom (advanced) install.

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3.13 Installing or configuring Windows 7 6. In the Where do you want to install Windows window you can choose to partition the drives. Note: Partitioning of the hard drives (disks) is not required. You can partition your disks if you

desire. However, there is no recommended disk partitioning. Any disk can be used as long as space is available. Ovation will advise you if you attempt to install software on a disk that does not have sufficient space. 7. Choose Next . 8. Windows will install and the computer will reboot. 9. You will be prompted to enter a user name and computer name. Enter these names and click Next . 10. You will be prompted to set up a password for your account. Create your password, retype the password and enter a password hint. Click Next . 11. The Product Key window appears. Enter the Microsoft Product Key number which is provided by Microsoft with the software media or provided by Emerson in the Software and Licensing Kit binder. Select Next . 12. Choose to As k m e later in the Setup Windows dialog. 13. The Date and Time Settings window appears. Enter the appropriate Time Zone . Select Next. 14. The Network window appears. Choose a Work network and select Next . 15. A message appears that Windows is finalizing your settings. 16. Choose the Start button in the lower left corner of the task bar. 17. Navigate to the Control Panel . 18. Choose the Change the View -> C ategory -> Large Icon s . 19. Choose Network and Sharing Center. panel.

Click on the Change Adapter Settings link in the left

a) All the valid network connections for this computer are displayed in the window. Right-click on an Ovation NIC adapter connector and select Properties. b) The The Local Area Connection Properties window appears. Select the Networking tab. c) Choose the Configure button. Select the Ad vanced tab. Search the Property List for Speed and Duplex . Set the speed to 100 mb fu ll . Click Ok . If Speed and Duplex is not listed in the Property List, skip to step d. d) Choose Internet Prot oco l Versio n 4 (TCP/IPv4) properties. The TCP/IP Properties window appears. Select Use the following IP Addresse s . Enter the appropriate IP Addresses in the three IP Address fields. e) Select OK . f)

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Choose to Close -> Close .

39

3.13 Installing or configuring Windows 7


one that is used for Ovation. It is very important that only one NIC adapter must be active in domain controller. Exception to this rule is that if OHI driver is installed, then two NIC adapters may be active but only one NIC adapter is configured with the real static IP address. If secondary non-Ovation NIC adapters are needed, then all such adapters should be configured not to register their IP address in the Ovation systems DNS server. See To configure multiple NIC cards (see page 87) for more information. 20. Join the computer to a domain (see page 40) in order for it to become part of the Ovation system.

3. 13.2 To make a compu ter a domain member on a Windo ws 7 system 1. Select Start -> Control Panel -> Network and Sharing Center . Click the Change Adapter Settings link in the left panel. 2. Highlight the applicable connection (network card) to the network. Right-click on it and select Properties from the right-click menu. 3. The Connection Properties window appears. Select the Interne t Protoco l Version 4 (TCP/IPv4). Select the Properties button. 4. The Internet Protocol Version 4 (TCP/IPv4) window appears. Select Use the following DNS server address . 5. Enter the actual IP address of the primary domain controller i n the Preferred DNS Server entry field. 6. If you have redundant domain controllers, select the Ad vanced button and continue to Step 8. OR

If you do not have redundant domain controllers, skip to Step 11. 7. The Advanced TCP/IP Settings window appears. Select the DNS tab. 8. The IP address of the primary domain controller (Step 6) should appear in the "DNS server addresses, in order of use" list. 9. Add the IP addresses of all the redundant domain controllers to the list below the primary domain controller IP address. a) Select the Add button. The TCP/IP DNS Server window appears. b) Enter the IP address of the redundant domain controller. Select Add . c) Repeat Step a and Step b for every redundant domain controller. Select OK . 10. Select OK and OK. 11. Repeat Steps 2 through 10 for each valid network connection. 12. Select Start -> Control Panel -> System. 13. In the Computer name, domain, and workgroup settings section of the window, choose the Change Settings link. 14. aVerify that the computer name is in lower case (for example, drop200). Select Change to join domain. 15. Select Member of Domain . Enter the FQDN (see page 4) (for example, testdomain.ovation.company.local) of the domain controller in the entry field. Select OK.

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3.14 Installing or configuring Windows XP 16. A prompt appears requesting a domain administrator's user name and password. Enter the applicable information and select OK. 17. A message appears stating that you are now a member of the domain. Select OK. Follow the messages to reboot the computer. 18. Repeat Step 2 through Step 17 for every valid network connection. 19. Login as the Domain Administrator . To do this: choose Switch User -> Other User . Enter the user name and password. Refer to the logon to: prompt shown below the entry fields. For example, testdomain\Administrator. Press Enter . 20. Choose the Start button in the lower left corner of the task bar. 21. Navigate to the Control Panel . 22. Choose the Change the View -> C ategory -> Large Icon s . 23. Choose Network and Sharing Center. link in the left panel.

Click on the Change Advanced Sharing Settings

24. In the Domain Profile, choose to Turn On network discovery, file and print sharing, a nd sharing so anyone with network access can read and write files in the public folders. Select the Save Changes button. 25. Navigate to the Control Panel -> Power Options . 26. Choose to change planned settings . In the Turn Off the display field, set this as per your requirements. In the Put the computer to sleep field, choose Never . Save changes.

3. 14 Installin

g or configu

ring Windows X

P

If you have determined that the Ovation drop will not be a domain server nor will it provide for multiple remote desktop connections, then you can install the Windows XP operating system on the drop. Note that Windows 7 is recommended. After you have installed Windows XP on the drop, then you will need to join the drop to the domain. If the drop does not have Windows XP already installed on it, use the installation procedure to install the operating system (see page 41). If the drop already has Windows XP installed on it, use the configuration procedure to prepare the drop to operate with the Ovation system (see page 44).

3.1 4.1 To ins tall Windo ws XP 1. Insert the CDROM containing the Windows XP Professional Operating System that was provided with your Ovation system into the CDROM drive. 2. Reboot the computer. 3. Carefully watch the screen and when prompted, immediately press F2 to display the Setup menu. 4. Scroll to the Boot Sequence in the menu and press Enter . The BIOS configuration window appears. Verify in that drive's position thethe list.applicable CDROM is listed in the boot sequence list before the hard 5. If necessary, move the appropriate device item to the top of the list and press Enter . The computer will try to boot from whatever item you move to the top. If that item is not available, it will move to the next item.

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3.14 Installing or configuring Windows XP 6. Press Escape to exit the list. Press Escape again to exit the BIOS window. 7. Select Save Changes and Exit . The PC will reboot. 8. As soon as the PC reboots, quickly press any key to access the Windows XP CDROM. 9. The Welcome to Setup window appears. Press Enter to begin the setup. 10. When the Windows Licensing Agreement window appears, press F8 to accept the agreement. 11. A Partition window appears. Note: Partitioning of the hard drives (disks) is not required. You can partition your disks if you

desire. However, there is no recommended disk partitioning. Any disk can be used as long as space is available. Ovation will advise you if you attempt to install software on a disk that does not have sufficient space. 12. If you choose not to partition the disk, press Enter to continue the installation and skip to Step 14. 13. If you choose to partition the disk, follow the directions provided on the Partition window. After you have completed the partitioning: a) Select the disk where your want to install XP (typically C:\). b) Press Enter . The disk will be formatted. This may take a considerable amount of time. c) After the partition is formatted, follow the prompts on the screen. The drop will reboot after you select Next and appropriate devices will be installed. 14. If the Regional Settings and Language window appears, select Next . 15. The Personalize Your Software window appears. Enter your name and organization. Select Next . 16. The Product Key window appears. Enter the Microsoft Product Key number which is provided by Microsoft with the software media or provided by Emerson in the Software and Licensing Kit binder. Select Next . 17. The Computer Name and Administrator Password window appears. Enter the computer name and password . The computer name is the name that is known and used by the Active Directory (see page 4). This computer name may or may not be the "drop name" known by the Ovation system. The name for the Ovation drop is configured in the Developer Studio. Observe the following rules for selecting the computer name: 








After you have entered an appropriate computer name and password, select Next. 18. If a Modem Dialog Information window appears, enter the desired information and press Enter to accept the information. 19. The Date and Time Settings window appears. Enter the Date, Time and appropriate Time Zone . Select Next . 20. The Network Settings window appears. Select Typical and Next . 21. The Workgroup or Computer Domain window appears. Accept the default (WORKGROUP) and select Next .

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3.14 Installing or configuring Windows XP 22. If the Windows XP disk is not inserted in the computer drive, a prompt will appear asking for the disk. If necessary, insert the disk and select OK . 23. The Setup will continue as components are installed. The system will provide messages checking the tasks as they are completed. 24. The Completing Windows XP Setup Wizard appears telling you the installation was successful and to remove the disk. Remove the disk and select Finish . The drop will reboot. 25. After the drop has rebooted, XP will ask you to log in. 26. If you are installing XP for the first time on this station, you must login using a User Name and password . You cannot enter Ad mi ni st rat or . 27. The Network Identification Wizard appears. Select Next . 28. Allow XP to complete the installation. 29. Change the login option to Classic Mode . To do this, use the following procedure: a) Access Start -> Control Panel -> User Account s -> Change the wa y users log on and logoff . b) The Select logon and logoff options window appears. Uncheck the Use the Welcome Screen box. c) Logoff and then login. Now you can change the login option to Admi ni st rat or . 30. Login as Admi ni st rat or . 31. It is recommended that you format other disks at this point (use NTFS): a) Right-click on Start -> Explore -> My Computer . Right-click on My Computer -> Manage -> Disk Management. b) The Computer Management window appears. Format all the disks except the disk where XP is installed (typically, C:\) by right-clicking on the desired disk and selecting Format . Note: When you loaded XP, it only formatted the disk where XP was installed. After you have

loaded XP, you need to use Disk Management to format other disks (if there are any other disks) before you can place data on them. 32. Before you add the computer to a domain, you must configure static IP addresses for all the Network Interface Cards (NIC) in the computer. a) Select Start -> Control Panel -> Network Connections . Right-click on Network Connections and select Open. b) The Network Connections window appears. All the valid network connections for this computer are displayed in the window. Right-click on an Ovation NIC adapter connector and select Properties. c) The Properties window appears. Select the General tab. d) Select the TCP/IP Connection . Select Properties. e) The TCP/IP Properties window appears. Select Use the following IP Addresse s . Enter the appropriate IP Addresses in the three IP Address fields. f)

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Select OK .

43

3.14 Installing or configuring Windows XP


one that is used for Ovation. It is very important that only one NIC adapter must be active in domain controller. Exception to this rule is that if OHI driver is installed, then two NIC adapters may be active but only one NIC adapter is configured with the real static IP address. If secondary non-Ovation NIC adapters are needed, then all such adapters should be configured not to register their IP address in the Ovation systems DNS server. See To configure multiple NIC cards (see page 87) for more information. 33. Join the computer to a domain in order for it to become part of the Ovation system. Note: Windows XP provides a backup utility that can be used to backup your XP settings.

Access this utility and follow directions back up Tools the desired data: Select Start -> Programs ->the Ac ces so ri es to ->System -> Backup

3. 14.2 To con figu re Windows

XP for Ovation

If the drop already has the Windows XP Operating System installed on it, use the following procedure to configure it so it will function properly with Ovation: 1. Turn on the drop. If this is the first time you have logged onto the computer, perform Steps 2 through 13. If this is no t the first time, skip to Step 14. 2. After the license agreement appears, select I accept this Agreeme nt . Select Next . 3. A dialog window appears. Enter your Name and the name of your o rganiza tion . Select Next . 4. The Product Key window appears. Enter the Microsoft Product Key number which is provided by Microsoft with the software media or is provided by Emerson in the Software and Licensing Kit Binder. Select Next . 5. The Computer Name and Administrator Password window appears. Enter the computer name and password . The computer name is the name that is known and used by the Active Directory (see page 4). This computer name may or may not be the "drop name" known by the Ovation system. The name for the Ovation drop is configured in the Developer Studio. Observe the following rules for selecting the computer name: 








After you have entered an appropriate computer name and password, select Next. 6. The Date and Time Settings window appears. Enter the Date, Time and appropriate Time Zone . Select Next . 7. The Network Settings window appears. Select Typical and Next . 8. The Workgroup or Computer Domain window appears. Select No . Enter the Workgroup name or accept the default (WORKGROUP). Select Next . Finish

9. Select . This will reboot the drop. 10. The Network Identification Wizard appears. Select Next . 11. The Users of the Computer page appears. There should be an option that a user must enter a name and password to use the drop.

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3.14 Installing or configuring Windows XP If the option is there, select the option, select Next , and skip to Step 13. If the option is no t there, proceed to Step 12. 12. You need to change the login option to Classic Mode . To do this, use the following procedure: a) Access Start -> Control Panel -> User Accoun ts -> Change the way users logo n and logoff . b) The Select logon and logoff options window appears. Uncheck the Use the Welcome Screen box. c) Logoff and then login. Change the login option to Admi ni st rat or . Skip to Step 14. 13. A window appears informing you that the installation is complete. Select Finish . A login screen appears. 14. Login as Administrator. 15. Before you add the computer to a domain, you must configure static IP addresses for all the Network Interface Cards (NIC) in the computer. a) Select Start -> Control Panel -> Network Connections . Right-click on Network Connections and select Open. b) The Network Connections window appears. All the valid network connections for this computer are displayed in the window. Right-click on an enable d con nector and select Properties.

c) The Properties window appears. Select the General tab. d) Select the TCP/IP Connection . Select Properties. e) The TCP/IP Properties window appears. Select Use the following IP Addresse s . Enter the appropriate IP Addresses in the three IP Address fields. f)

Select OK.

16. This computer must be joined to a domain in order to become part of the Ovation system. Note: Windows XP provides a backup utility that can be used to backup your XP settings.

Access this utility and follow the directions to back up the desired data: Select Start -> Programs -> Ac ces so ri es ->System Tools -> Backup

3. 14.3 To make a compu

ter a domain

member on

a Windows

XP system

1. Select Start -> Control Panel -> Network Connection s . Right-click on Network Connections and select Open. 2. The Network Connections window appears. Highlight the applicable connection (network card) to the network. Right-click on it and select Properties from the right-click menu. 3. The dialog box for the Network Connection appears. Select the General tab. 4. Select the Internet Protoc ol (TCP/IP) item. Select the Properties button. 5. The TCP/IP window appears. Select Use the following DNS server address

.

6. entry Enterfield. the actual IP address of the primary domain controller i n the Preferred DNS Server 7. If you have redundant domain controllers, select the Ad vanced button and continue to Step 8.

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3.15 Installing the Windows Service Pack for Windows XP (mandatory) OR

If you do not have redundant domain controllers, skip to Step 11. 8. The Advanced TCP/IP Settings window appears. Select the DNS tab. 9. The IP address of the primary domain controller (Step 6) should appear in the "DNS server addresses, in order of use" list. 10. Add the IP addresses of all the redundant domain controllers to the list below the primary domain controller IP address. a) Select the Add button. The TCP/IP DNS Server window appears. b) Enter the IP addr ess of the redundant domain controller. Select Add . c) Repeat Step a and Step b for every redundant domain controller. Select OK . 11. Select OK and Close. 12. Repeat Steps 2 through 11 for each valid network connection. 13. Select Start -> Control Panel -> System. 14. The System Properties window appears. Select the Computer Name tab. 15. Verify that the computer name is in lower case (for example, drop200). Select Change to join a domain. 16. Select Member of Domain . Enter the FQDN (see page 4) of the domain controller in the entry field. Select OK. 17. A prompt appears requesting a domain administrator's user name and password. Enter the applicable information and select OK. 18. A message appears stating that you are now a member of the domain. Select OK. Follow the messages to reboot the computer. 19. Repeat Step 2 through Step 18 for every valid network connection.

3. 15 Installin g the W indo ws Se rvic e Pa ck for Window (mandatory)

s XP

Data contained in Microsoft Service Pack 3 for Windows XP must be installed to run Ovation products correctly.You need to determine if the appropriate Service Pack is installed on the computer. (see page 46) If you do not have the appropriate Service Pack installed on the computer, you will need to install the Service Pack (see page 46).

3. 15.1 To determine wh

at Window s XP Se rvic e Pa ck revisio n is inst alled

1. Select Start -> C ontr ol Panel . 2. Double click on System . 3. Determine what Service Pack is installed.

3.1 5.2 To ins tall Windo ws XP S ervi ce Pack 3 1. Download Service Pack 3 from the Microsoft site on the Internet (http://www.microsoft.com/downloads ) or insert the CDROM containing Microsoft Service Pack 3.

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3.16 Installing security patches for Windows XP (mandatory) 2. AutoRun should install the Pack and the Microsoft Service Pack 3 Wizard should appear. If it does not, access Windows Explorer and navigate to the CDROM directory. Double-click the software installation program (name may vary slightly). Note: If necessary, refer to Microsoft Service Pack documentation for detailed instructions on

loading the service pack. 3. If a Security Wizard appears, choose Run. If the Security Wizard does not appear, skip to steps 4 - 7. 4. A Software Update Installation wizard appears. Select Next . 5. A License agreement window appears. Click on I agree . Select Next. 6. A Select Options window appears. Select Next . 7. An Updating Your System window appears. Choose Finish. The system reboots.

3. 16 Installin

g security patches for Windows XP

(mandatory)

Microsoft provides software patches or updates as needed to ensure the security of your Windows Operating System. These patches from Microsoft have been tested by Emerson for compatibility with the Ovation software. You can access these tested patches from the Emerson Users Group website and then download (see page 47) the patches onto the computer. Note: If you do not have access to the Emerson Users Group website, contact Emerson Sure

Service for information about Microsoft security patches.

3. 16.1 To ins tall Wind ows XP S ecurity patches 1. Access the Emerson Ovation/WDPF Users Group website. 2. Select Product Notification

& Security Patches .

3. Select Security Patches . 4. Select the Windows XP Security Patches for your Ovation System. 5. Download the patches.

3. 17 What is the recomm ended vir us protecti Ova tion systems?

on for Windows-based

For information on installing Antivirus software, refer to Using Kaspersky antivirus software with Ovation.

3. 18 To inst all D igit al Pe rson a Pro Fingerprin Software (optional)

t Authentic

ation

If multifactor authentication using a biometric approach is desired, refer to Managing Security in Ovation for further instructions.

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3.19 Creating Ovation drops

3. 19 Crea ting Ova tion drops After you have installed the appropriate Windows operating system, identified the domain controller and the domain members, installed any required service packs, security patches, drivers, and partitioned disks as needed, you are now ready to install Ovation on the computer and create one of the following types: 

Ovation Operator Station (see page 48).



Ovation Base Station (see page 48).



Ovation Database Station (see page 54).



Ovation Security Server (see page 58).

3. 19.1 Crea ting an Ovation

Opera tor Station/Base Station

drop

An Ovation Operator Station or an Ovation Base Station drop will typically use the Windows 7 (preferred) or XP operating system, but you may use the Windows Server 2008 or 2003 operating system if you want the drop to provide multiple remote desktop connections or be a redundant domain controller. After the operating system is installed (see page 41) and the drop has been made a domain member or a redundant domain controller, you need to install the appropriate Ovation software. Note: Emerson does not recommend that an Operator Station/Base Station drop be used as a

primary domain controller. An Operator Station will contain the Developer Studio package, Ovation Applications, and point management services. An Ovation Base Station will contain Poi nt Information, Error Log, and point management services. This drop type can view the security settings but has no access to Operator or Engineer functions. Before you install the Ovation software on a computer that will function as an Ovation Operator/Base Station, note the following: 

The installation process must be performed by a user with Domain Administrative privileges.



Make sure that the computer is physically connected to a Fast Ethernet switch, hub, or network.



Make sure the primary domain controller is running and accessible.



Close all windows and programs before beginning the Ovation installation.



If you realize that you have begun to install Ovation before you have completed a necessary step (such as installing the correct driver), do NOT stop the Ovation installation. Continue the installation until Ovation has been loaded and then use the Microsoft Add/Remove Programs package to remove the Ovation program.



If the machine has the Ovation System Registration Utility (standalone version 1.0) installed and a previous version of Ovation is not installed, Emerson recommends that the System Registration Utility be removed prior to installing Ovation. Refer to the Ovation System Registration Utility User Guide for instructions on removing the System Reg istration Utility.

To create an Ovation/Base Station on a Windows 7 based system

1. At the drop where you are installing Ovation, you need to verify the Language settings before you begin the installation. Perform the following:

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3.19 Creating Ovation drops a) Select Start -> Control Panel -> Region and Language . The Region and Language window appears. b) Select the Formats tab. Verify that English (United States) is selected in the formats section. If it is not, select it. c) Select the Admi ni st rat ive tab. Verify that English (United States) is selected in the Language for non-Unicode programs. If it is not, select it, and then reboot. 2. Insert the Ovation DVD into the drop's DVD drive: a) Access Microsoft Windows Explorer. b) Navigate to the DVD drive, the ovation directory, and display the contents. c) Double click on the Setup.exe program. In order ensure the selection of the correct Setup program, be sureapplication that filename extensions are to displayed. If they are not displayed, access Organiz e drop dow n menu and choose Folder and Search options. Choose the View tab then deselect the Hide file extensions item. Click Ok . Note: If you realize that you have begun to install Ovation before you have completed a necessary step (such as installing the correct driver), do NOT stop the Ovation installation.

Continue the installation until Ovation has been loaded and then use the Microsoft Programs and Features package to uninstall or change program options. Remove the Ovation program. 3. A Welcome screen appears. Select Next . 4. The License Agreement window appears. Click the Yes button. 5. The Select Drop Type window appears. Select the Ovation Operator Station option to create an Operator Station. Select Next . OR

Select the Ovation Base Station

option to create an Ovation Base Station. Select Next.

6. The Choose Network Adaptor window appears listing the Network Interface Cards (NIC) that are present on the computer. Select the appropriate network adaptor that is connected to the Ovation network. For a Fast Ethernet system, if an Adaptec dual-ported NIC is used, select the Ad apt ec 62022 or Adapt ec 64022 choice. Select Next . The preferred redundacy protocol is using OHI on 2 single cards. OR

For an FDDI system, select the FDDI NIC choice. Select Next. 7. The Choose Drop Numbers window appears: a) Enter the Drop ID number: (where nnn = drop number between 1 and 254). b) Enter the Database Server ID: (where NNN = Drop number where Oracle is loaded). c) Enter the Database Server name (actual host name) in the Server Name field. To obtain the Database Server name, access a command prompt on the database server and enter ipconfig /all . The Host Name that appears is the name of the Database Server. d) Select Next . 8. The Choose Destination Location window appears. Select Next . 9. The Current Settings appear in the Start Copying Files window. Select Next .

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3.19 Creating Ovation drops 10. The installation will begin. DO NOT close any windows displayed during the installation. 

If Ovation Patches are installed, they will be removed. If the System Status Registration Utility is installed, the uninstall sequence starts.



A SureService Ovation System Registration Utility - Installshield Wizard dialog appears. The following message appears on the window "Do you want to completely remove the selected application and all of its features?", Click Yes .



The uninstall proceeds until an Uninstall Complete window appears. Click Finish .

11. If the required version of Java Runtime Environment is not currently installed, a setup program installs it: a) A Java Setup Welcome window appears. Choose Ac cep t . b) An Installing Java window appears. c) The Setup Complete window appears. Select Finish . 12. The Restart Required window appears. Select Yes, I want to restart my compu Select Finish . The computer reboots.

ter now.

13. Log on to the computer as Domain Administrator. 14. You may be prompted to restart the machine. Click Ok to reboot. 15. The Resuming Ovation Installation window appears. Select Next . 16. The Download Configuration window appears. Go to the Database Server machine and access the Ovation Developer Studio. 17. Right-click in the Studio tree on the station you are creating, and select Download . 18. A Download Preview window appears. Select OK . 19. After the files are downloaded to the station, return to the station and select Next in the Download Configuration window. The Ovation Setup Wizard Complete appears. Select Finish . Ovation will start up and the database will be distributed (if Ovation does not start up, refer to Troubleshooting (see page 139)). 20. A message may appear alerting you that Windows was unable to verify the publisher of a driver. Choose to install anyway. 21. Return to the Studio. Right-click on the Drop folder for the drop and select Load . The srcinated points for the drop will be loaded onto the drop. 22. The Consistency Analysis Summary window appears. Select Finish . To create an O vation Operator/Base Station on an XP based syst

em

1. At the drop where you are installing Ovation, you need to verify the Language settings before you begin the installation. Perform the following: a) Select Start -> Control Panel -> Regional and Language Options . The Regional and Language Options window appears. b) Select the Regional Options tab. Verify that English (United States) is selected in the Standards and formats section. If it is not, select it. c) Select the Advan ced tab. Verify that English (United States) is selected in the Language for non-Unicode programs. If it is not, select it, and then reboot. 2. Insert the Ovation DVD into the drop's DVD drive: a) Access Microsoft Windows Explorer. b) Navigate to the DVD drive, the ovation directory, and display the contents.

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3.19 Creating Ovation drops c) Double click on the Setup.exe application program. In order to ensure the selection of the correct Setup program, be sure that filename extensions are displayed. If they are not displayed, access Windows Explorer , View menu, Options , and then deselect the Hide file extensions item. d) If a prompt appears asking if you want to download the DVD, select Open . Note: If you realize that you have begun to install Ovation before you have completed a necessary step (such as installing the correct driver), do NOT stop the Ovation installation.

Continue the installation until Ovation has been loaded and then use the Microsoft Add/Remove Programs package to remove the Ovation program. 3. A Welcome screen appears. Select Next . 4. The License Agreement window appears. Click the Yes button. 5. The Select Drop Type window appears. Select the Ovation Operator Station option to create an Operator Station. Select Next . OR

Select the Ovation Base Station

option to create an Ovation Base Station. Select Next.

6. The Choose Network Adaptor window appears listing the Network Interface Cards (NIC) that are present on the computer. Select the appropriate network adaptor that is connected to the Ovation network. For a Fast Ethernet system, if an Adaptec dual-ported NIC is used, select the Ad apt ec 62022 or Adapt ec 64022 choice. Select Next . The preferred redundacy protocol is using OHI on 2 single cards. OR

For an FDDI system, select the FDDI NIC choice. Select Next. 7. The Choose Drop Numbers window appears: a) Enter the Drop ID number: (where nnn = drop number between 1 and 254). b) Enter the Database Server ID: (where NNN = Drop number where Oracle is loaded). c) Enter the Database Server name (actual host name) in the Server Name field. To obtain the Database Server name, access a command prompt on the database server and enter ipconfig /all . The Host Name that appears is the name of the Database Server. d) Select Next . 8. The Choose Destination Location window appears. Select Next . 9. The Current Settings appear in the Start Copying Files window. Select Next . 10. The installation will begin. DO NOT close any windows displayed during the installation. 




A SureService Ovation System Registration Utility - Installshield Wizard dialog appears. The following message appears on the window "Do you want to completely remove the



selected application and all of its features?", Click Yes . The uninstall proceeds until an Uninstall Complete window appears. Click Finish .

11. If the required version of Java Runtime Environment is not currently installed, a setup program installs it:

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3.19 Creating Ovation drops a) A Java Setup Welcome window appears. Choose Ac cep t . b) An Installing Java window appears. c) The Setup Complete window appears. Select Finish . 12. The Restart Required window appears. Select Yes, I want to restart my compu Select Finish . The computer reboots.

ter now.

13. Log on to the computer as Domain Administrator. 14. The Resuming Ovation Installation window appears. Select Next . 15. The Download Configuration window appears. Go to the Database Server machine and access the Ovation Developer Studio. 16. Right-click in the Studio tree on the station you are creating, and select Download . 17. A Download Preview window appears. Select OK . 18. After the files are downloaded to the station, return to the station and select Next in the Download Configuration window. The Ovation Setup Wizard Complete appears. Select Next . Ovation will start up and the database will be distributed (if Ovation does not start up, refer to Troubleshooting (see page 139)). 19. Return to the Studio. Right-click on the Drop folder for the drop and select Load . The srcinated points for the drop will be loaded onto the drop. 20. The Consistency Analysis Summary window appears. Select Finish . To update an Ovation Operator Station/Base Station for an XP or Windows 2003 system Note: This procedure assumes that a Windows operating system and Ovation software are

currently installed and that a valid Ovation system (System, Network, Unit, and so on) already exists. You do not need to remove an old version of Ovation before you install Ovation release 3.3.x. 1. Log on to the computer. 2. If the operating system is Windows XP, determine if you need to install Windows XP Service Pack 3 (see page 46). OR

If the operating system is Windows Server 2003, determine if you need to install Windows Server 2003 Service Pack 2. (see page 35) 3. If the drop is not already a domain member, make the drop a domain member. 4. At the drop where you are installing Ovation, you need to verify the Language settings before you begin the installation. Perform the following: a) Select Start -> Control Panel -> Regional and Language Options . The Regional and Language Options window appears. b) Select the Regional Options tab. Verify that English (United States) is selected in the Standards and formats section. If it is not, select it. c) Select the Advan ced tab. Verify that English (United States) is selected in the Language for non-Unicode programs. If it is not, select it, and then reboot. 5. Insert the Ovation DVD and perform the following to begin the installation of Ovation: a) Access Microsoft Windows Explorer. b) Navigate to the DVD drive, ovation directory, and display the contents.

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3.19 Creating Ovation drops c) Double-click on the Setup.exe application program. (In order to ensure the selection of the correct Setup program, be sure that filename extensions are displayed. If they are not displayed, access Windows Explorer , View menu, Options , and then deselect the Hide file extensions item.) 6. A Welcome screen appears. Select Next . 7. The License Agreement window appears. Click the Yes button. 8. The installation begins. DO NOT close the Command window that is displayed by the install script. 




A SureService Ovation System Registration Utility - Installshield Wizard dialog appears. The following message appears on the window "Do you want to completely remove the selected application and all of its features?", Click Yes .




9. If the required version of Java Runtime Environment is not currently installed, a setup program installs it: a) A Java Setup Welcome window appears. Choose Ac cep t . b) An Installing Java window appears. c) The Setup Complete window appears. Select Finish . 10. The Restart Required window appears. Select Yes, I want to restart my compu Select Finish . The computer will reboot.

ter now.

11. Log on to the computer as Administrator. 12. The Resuming Ovation Installation window appears. Select Next . 13. The Download Configuration window appears. Go to the Database Server machine and access the Developer Studio. 14. Right-click in the Studio tree on the station you are updating, and select Download . Note: If your drop has a NIC card without a digital signature installed in it, a message may

appear asking if you want to continue. Select the item that allows you to continue the installation. 15. After the files are downloaded to the station, return to the station and select Next in the Download Configuration window. Ovation will start up and the database will be distributed. If Ovation does not start up, refer to Troubleshooting (see page 139). 16. Return to the Studio. Right-click on the Drop folder for the drop and select Load . The srcinated points for the drop will be loaded onto the drop. 17. The Consistency Analysis Summary window appears. Select Finish .

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3.1 9.2 Creating an Ovatio n Database Server An Ovation Database Server must run Windows Server 2008 Standard Edition operating system English version - 32 bit (with Service Pack 2). After the operating system is installed (see page 41) and the drop has been made a a domain member or a domain controller, you need to install the appropriate Ovation software. An Ovation Database Server contains the Developer Studio, Ovation Applications, point management services, and Oracle software for the database functions. Before you install the software on a drop that will function as an Ovation Database Server, consider the following items:  

The installation process must be performed by a user with Domain Administrative privileges. Remember to contact Emerson prior to installing or upgrading to ensure that you will be able to request and receive the Ovation license key code from Emerson during the time frame you have designated for installation.



Make sure that the computer is physically connected to a Fast Ethernet switch, hub, or network.



Make sure the primary domain controller (if the Database Server is not the primary domain controller) is running and accessible.



Close all windows and programs before beginning the Ovation installation.



If you realize that you have begun to install Ovation before you have completed a necessary step (such as installing the correct driver), do NOT stop the Ovation installation. Continue the installation until Ovation has been loaded and then use the Microsoft Add/Remove Programs package to remove the Ovation program.



If the machine has the Ovation System Registration Utility (standalone version 1.0) installed and a previous version of Ovation is not installed, Emerson recommends that the System Registration Utility be removed prior to installing Ovation. Refer to the Ovation System Registration Utility User Guide for instructions on removing the System Reg istration Utility.

To create an Ovation Database S erver

1. At the drop where you are installing Ovation, verify the Language settings before you begin the installation. Perform the following: a) Select Start -> Settings -> Control Panel -> Regional and Language Options . The Regional and Language Options window appears. b) Select the Formats tab. Verify that English (United States) is selected in the Current format section. If it is not, select it. c) Select the Admi ni st rat ive tab. Verify that English (United States) is selected in the Current Language for non-Unicode programs. If it is not, select Change system l ocale... button . You may be asked to reboot. 2. Insert the Ovation DVD into the drop's DVD drive: a) Access Microsoft Windows Explorer. b) Navigate to the DVD drive, the ovation directory and display the contents. c) Double-click on the Setup.exe application program. In order to ensure the selection of the correct Setup program, be sure that filename extensions are displayed. If they are not displayed, access Windows Explorer Tools Folder Options , View tab, then deselect the Hide file extensions item. 3. The Ovation Setup Wizard appears. Select Next .

54

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3.19 Creating Ovation drops 4. The License Agreement window appears. Click the Yes button. 5. The Select Drop Type window appears. Select the Ovation Database Server option. Select Next . 6. The Choose Network Adaptor window appears listing the Network Interface Cards (NIC) that are present on the computer. Select the appropriate network adaptor that is connected to the Ovation network. For a Fast Ethernet system, if an Adaptec dual-ported NIC is used, select the Ad apt ec 62022 or Adapt ec 64022 choice. Select Next. The preferred redundacy protocol is using OHI on two single cards. OR

For an FDDI system, select the FDDI NIC choice. Select Next. 7. The Choose Drop Number(s) window appears. Enter the Drop ID number: (where nnn = drop number between 1 and 254). Click the Next button. 8. The Choose Destination Location window appears. The system queries the computer hardware, determines the number of disks available, and how much space is available on each disk. The system then provides the recommended installation paths for the software files that must be installed, based on the space available at the time of installation. The files and their paths that will be listed first are: 

Ovation Software (Executable Ovation application files) (minimum disk space required will vary according to application usage).



Ovation Engineering Files (For example, graphics, Control Builder drawings, custom files) (minimum of 10 MB disk space required).

9. Select Next . The files and their paths that will be listed next are: 

Oracle Database Server Software (Executable Oracle application files) (minimum of 4 GB disk space required).



Oracle Database Data Files (Oracle data files) (minimum of 6 GB disk space required). Oracle Database Index Files (Oracle files) (minimum of 6 GB disk space required).

 

At least 4 GB of Temp space i s also required for successful operation.

Note: These are the recommended locations for the files, but some destinations can be

changed if desired. The system will warn you if there is insufficient space on the disks that you select. 10. A summary of the Current Settings that you have selected appears in the Start Copying Files window. Select Next . 11. The installation begins. DO NOT close the Command window that is displayed by the install script. 




A SureService Ovation System Registration Utility - Installshield Wizard dialog appears. The following message appears "Do you want to completely remove the selected application and all of its features?" Click Yes .




12. The Setup Status window appears displaying a progress bar that will show you the progress of the setup.

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3.19 Creating Ovation drops 13. After the disk has been setup by the installation process, the Oracle Universal Installer window appears displaying a progress bar that will show you the progress of the actual installation. 14. If the required version of Java Runtime Environment is not currently installed, a setup program installs it: a) A Java Setup Welcome window appears. Choose Ac cep t . b) An Installing Java window appears. c) The Setup Complete window appears. Select Finish . 15. The Restart Required window appears. Select Yes, I want to restart my compu Select Finish . The computer will reboot.

ter now .

16. Log on to the computer as Domain Administrator. 17. A Resuming Setup progress bar appears and will display. Then, the Resuming Ovation Setup window appears. Select Next . 18. The database will be automatically updated or created. If the database is to be updated, the process will begin. OR

If the database does not exist or cannot be located, a Database Creation dialog box will appear asking if you want to create a database. Typically, select Yes and then Next . 19. Messages will appear in the Command window. DO NOT close the Command window during the database process. This may take considerable time, depending upon whether the database is being created or not. 20. The License Setup window appears. Select Next . The License Manager window appears. Select the License Key tab from the License Manager window. (See Ovation Developer Studio User Guide.) 21. Locate the Locking Code displayed in the License Key tab. Send the code to Emerson and request a key code. Note: A ten-day trial license automatically takes effect at the initial installation of Ovation on the

Ovation Database Server. The trial license permits the configuration/specification of the maximum number of Ovation drop types, limited only by the overall number of drops in the system. The trial license also provides one floating license for each of the engineering applications. The ten-day trial permits the system to be used until the proper license codes and license keys are acquired from Emerson Process Management. During the trial period, messages appear stating the number of days that remain in your trial license. 22. After you receive the key code from Emerson, access the License Key tab in the License Manager, enter the key code in the Key Code field, and then select Add L ic ens e. The license will be activated. (Tip : Save the key code email from Emerson as a text file and then you can copy/paste the code into the Key Code field.) 23. The Download Configuration window appears. Select Next and the Studio appears. 24. The Ovation Developer Studio License Agreement appears. Select Yes . 25. If this is a new database, you will need to build your Ovation system through the Studio tree. Proceed to Step 29. OR

If this is an updated database, you do not need to build your Ovation system since it already exists. Skip to Step 33.

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3.19 Creating Ovation drops 26. Right-click on the Systems folder in the Studio tree. Insert a new system name, for example, “Ovation.” Select Finish and then OK. Note: Use NO spaces or special characters ($, #, %, or @) in a System, Network, Unit, or Drop

name. 27. Under the new System, right-click on Networks and insert a new Network name, for example, “Net0.” Select Finish and then OK. When a network is first created, Ovation functions are disabled and the Ovation system is locked down. No security roles have been assigned yet. An Administrator role must be assigned before you can continue to create your Ovation system. (See Managing Ovation Security.) Use the following steps to assign the Administrator role: a) Open the Ovation Security Manager . Note: If you are not able to open the Security Manager at this point, contact one of the Ovation

Administrators in your system. b) Select the Manage Users task. c) Select the desired user (typically Administrator) from the list of users. d) Select Properties. The User Properties window appears. e) Check for the new network name under Roles. The role assigned to the new network will be "None." Select a role (typically Admin) which will now be your role in the network. f)

Continue to create your Ovation system.

28. Under the new Network, right-click on Units and insert a new Unit name and Unit value, for example, “Unit0.” Select Finish and then OK. 29. When inserting a drop under each Unit, perform the following: a) Right-click on the Drops folder and select Insert New . b) Enter the Drop ID (drop number), for example, “222.” c) Select the Station drop type. d) Select Finish and the New Drops dialog box appears. e) Enter the IP Address for the drop. Select OK . The new drop object is created. f)

Use the drop’s Configuration folder to perform any needed custom configuration for the drop. (See Ovation Developer Studio User Guide and Ovation Operator Station Configuration Guide.)

g) Access the Drop Point folder (under the Points folder), and define the Drop Point. (See Ovation Developer Studio User Guide.) This provides the drop’s required DU record. (See Ovation Record Types Reference Manual.) 30. Select the Drop folder that is the Server in the Developer Studio. 31. Select Download from the Operation pull-down menu or access Download from the right-click menu. Select Al l and OK . 32. Select Exit from the File pull-down menu in the Studio. Select OK. 33. The Startup Ovation window appears. Select Next . The Ovation installation will complete and the database will be distributed. If Ovation does not start up, refer to Troubleshooting (see page 139). 34. Open the Studio. Right-click on the Drop folder for the Server and select Load . The srcinated points for the Server will be loaded onto the Server.

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3.19 Creating Ovation drops 35. The Consistency Analysis Summary window appears. Select Finish . 36. Now use the Developer Studio on the Server to define the other system drop types (such as Virtual Controller, Virtual Controller Host, Controller, SimController, Operator Station, Sim Operator Station, or Base Station). Then the other drops can be downloaded from the Server. (See Ovation Developer Studio User Guide.) To upd ate an Ovation Database Se rver

You are unable to update your database server in Ovation 3.3.1. An Ovation Database Server must run Windows Server 2008 Standard Edition operating system - English version - 32 bit (with Service Pack 2). You must build a new machine running Windows 2008 Server. After installing Ovation 3.3.1, you can then migrate your system with the help of an Emerson field service representative. To upgrade Oracle Quarterly Critical Patches

The Ovation 3.3.1 system uses a new version of Oracle. There is no current upgrade path for the database server. However, Oracle quarterly critical patches may have been released by the time this document has been printed. Follow the steps below to check for critical patches: 1. Insert Ovation Oracle Quarterly Patches CD. 2. Navigate to CPU_PATCHES -> CPU_PATCHES_CMD. 3. Double-click the .cmd file to launch the update.

3.1 9.3 Creating an Ovatio

n Securi ty Server dr op

An Ovation Security Server must use the Windows Server 2008 operating system. After the operating system is installed and the drop has been made a primary domain controller, you need to install the appropriate Ovation software. The Ovation Security Server contains the Security Manager software but no Ovation applications. This computer is not a member of any Ovation network and will not appear in any Developer Studio tree. To create an O vation Security Server

1. At the drop where you are installing Ovation, you need to verify the Language settings before you begin the installation. Perform the following: a) Select Start -> Settings -> Control Panel -> Regional and Language Options . The Regional and Language Options window appears. b) Select the Formats tab. Verify that English (United States) is selected in the Current format section. If it is not, select it. 2. Select the Admi ni st rat iv e tab. Verify that English (United States) is selected in the Current Language for non-Unicode programs. If it is not, select Change system locale... button . You may be asked to reboot. 3. Insert the Ovation DVD into the drop's DVD drive: a) Access Microsoft Windows Explorer. b) Navigate to the DVD drive, the ovation directory and display the contents.

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3.19 Creating Ovation drops c) Double-click on the Setup.exe application program. In order to ensure the selection of the correct Setup program, be sure that filename extensions are displayed. If they are not displayed, access Windows Explorer Tools Folder Options , View tab, then deselect the Hide file extensions item. 4. The Ovation Setup Wizard appears. Select Next . 5. The License Agreement window appears. Click the Yes button. 6. The Select Drop Type window appears. Select the Ovation Security Server option. Select Next . 7. The Choose Destination Location window appears. Select Next . 8. A summary of the Current Settings that you have selected appears in the Start Copying Files window. Select Next . 9. The installation begins. DO NOT close the Command window that is displayed by the install script. 




A SureService Ovation System Registration Utility - Installshield Wizard dialog appears. The following message appears "Do you want to completely remove the selected application and all of its features?" Click Yes .




10. The Setup Status window appears displaying a progress bar that will show you the progress of the setup. 11. The Restart Required window appears. Select Yes, I want to restart my compu Select Finish . The computer reboots.

ter now .

12. Log on to the computer as Domain Administrator. 13. A Resuming Setup progress bar appears and will display for a few seconds. Then, the Resuming Ovation Setup window appears. Select Next . 14. The Setup Wizard window appears. Select Finish.

3. 19.4 Installing software

and con figur ing Foundation

Fieldbus and

AMS De vice Manager

Before You Install Foundation Fieldbus and AMS Device Manager

Before you install the Foundation Fieldbus Module Engineering Tool and the AMS Device Manager, there are several points to consider. Understanding these points and following Emerson's recommendations will save you considerable time while performing the installation procedures. Note: The procedures here discuss installation procedures as they pertain to Ovation and the

Fieldbus Module Engineering Tool. It is beyond the scope of this document to discuss AMS Device Manager installation and configuration. Please refer to the AMS Device Manager documentation for this information.

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3.19 Creating Ovation drops Overview of installing and confi guring Foundation Fieldbus and AMS De software

vice Mana ger

The installation procedures can be divided into the following parts: 

Follow the prerequisites for the installation Emerson-recommended rules. 





There are several planning steps to consider before you perform the actual installation.

Install the Fieldbus Module Engineering Tool Client and the AMS Device Manager Client s oftware (see page 65). 



(see page 60), taking into account the

The Fieldbus Module Engineering Tool Client software is required to access the Fieldbus Module Engineering Tool remotely. If you do not need to access AMS Device Manager remotely, you do not need to install AMS Device Manager Client software.

Install the Fieldbus Module Engineering Tool Server and the AMS Device Manager Server s oftware (see page 61). 

Fieldbus Module Engineering Tool Server software is always loaded with AMS Device Manager Server software. They operate as a pair.



Both of these Server packages must be installed. However, when you install them may be affected by the type of drop they are being installed on.

Configure AMS De vice Mana ger items. These procedures will operating system . 

vary depending on your

There are configuration options that apply to accessing the AMS Device Manager. However, depending on the operating system that you are using, there are possible different configuration settings. See the applicable section for the configuration information that pertains to your operating system: 

Configuring AMS Device Manager items for the Windows 7 operating system (see page 68).



Configuring AMS Device Manager items for the Windows XP operating system (see page 76).



Configuring AMS Device Manager items for the Windows Server 2008 operating system (see page 80).

Prerequisites before installing Manager software

and conf iguring Foundation Fieldbus and AMS De

vice

Ensure that the following prerequisites are met before you begin to install Foundation Fieldbus and AMS Device Manager software (refer to Checklist):

60



Before installing AMS Device Manager, refer to the AMS Device Manager documentation regarding supported operating systems for a client/server configuration.



Know your Fieldbus implementation. 

There are two generations of Ovation-implemented Foundation Fieldbus. The method that your application uses to interface to Foundation Fieldbus depends on whether you are using the first generation solution (gateway) or the second generation solution (I/O module).



The installation procedures presented in this manual are for the second generation (I/O module) solution.

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Note: Ovation 3.1 and later supports both generation solutions. If you are using the first genera tion (gateway) Fie ldbus solution , refer to Foundation Fieldbus User Guide for Ovation 3.0 . 

Determine if this is a new installation or an upgrade of an existing system. 

If this is a new installation -- Follow the installation instructions as they are explained in this manual.



If this is an upgrade -- If you are installing AMS Device Manager Server or Client software on a Domain Controller and you are upgrading to AMS Device Manager version 11.0, you must uninstall any older versions of AMS Device Manager. If you are not installing AMS Device Manager Server or Client sofware on a Domain Controller, you do not have to uninstall previous version; you can simply continue with the install.



Determine if AMS Device Manager will be installed and used on a Domain Controller. 



If you are going to install AMS Device Manager on a Domain Controller, whether it is a Client or a Server, you must load the Domain C ontroller first: 

Determine if the Domain Controller will be a Client or a Server.



Install the AMS Device Manager Client or Server software on the Domain Controller.

If AMS Device Manager will no t be installed and used on the Domain Controller, then you can load the Client and Server software in whatever order you wish. Keep in mind that Fieldbus Module Engineering Tool Client and AMS Device Manager Client are loaded as a pair and Fieldbus Module Engineering Tool Server and AMS Device Manager Server are loaded as a pair.



Make sure that you are running Ovation version 3.3.1 or later.



Make sure that you are running a minimum of AMS Device Manager version 11.0. 

If you are running AMS Device Manager version 11.0, you must contact an Emerson service representative to obtain a patch to support this version of the Fieldbus Module Engineering Tool software.



Before installing the Fieldbus Module Engineering Tool Client software, know the name of the Fieldbus/AMS Device Manager Server drop. You will be prompted for a Fieldbus/AMS Device Manager Server drop name during installation (not the IP address). An example would be drop245 (no spaces in the name).



When installing the Fieldbus Module Engineering Tool Server software, you will be prompted to create/enter the password for the OVPTENG user. The OVPTENG user is an internal user name assigned by the system and used by the Fieldbus Module Engineering Tool.



After installing AMS Device Manager Server software, remember to configure the AMS Device Manager according to the procedures that are defined for your operating system.



Be aware of licensing. One Fieldbus Client license will permit up to 15 instances of the Fieldbus Module Engineering Tool (the default is 5). However, AMS Device Manager licensing is determined per instance.

To inst all Fieldbus Module Engin eering Tool Server and AMS De vice Manager Se rver software

PerformManager the following steps to install the Fieldbus Module Engineering Tool Server and AMS Device Server software. 1. Insert the Ovation DVD in the DVD drive of an Ovation drop. This should be an Ovation drop, not a Database Server or an Ovation Security Server.

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3.19 Creating Ovation drops 2. Use Windows Explorer to access the DVD and navigate to the Fieldbus Module Engineering Tool directory. Double-click on setup.exe . 3. The Welcome Install Shield Wizard appears. Select Next 4. The License Agreement window appears. Select I accept and click Next . 5. A window appears prompting you to select either the Client or Server install. Select Server and click OK . 6. A pop-up window appears asking if you would like to continue with the Fieldbus Module Engineering Tool installation. Press Yes to continue with the installation.

Figure 1: Ova tion Fieldbus Module Enginee ring Tool - Continue with in stallation

7. The Choose Destination Location window appears. Keep the default selection and press Next .

Figure 2: Ovation Fieldbus Module Engineering Tool window

62

- Choose De stination Location

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3.19 Creating Ovation drops 8. The installation process begins. You will be prompted for a new password for the OVPTENG user. Enter the new password in the New Password field and then type it again in the Confirm Password field. Click OK .

Figure 3: Ova tion Fieldbus Module Enginee ring Tool Pa ssword Registration window

a) Note that there is a strict policy for password names. If the name you entered, does not pass the password policy criteria, the following window appears:

Figure 4: F ieldbus password policy message

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3.19 Creating Ovation drops b) If you do not enter a password on the Ovation Fieldbus Module Engineering Tool Password Registration window, and instead, select the Cancel button, a window appears saying that Ovation will assign a default password (Ovation5:54PM).

Figure 5: Fie ldbus password default

9. The install process continues. When it is finished, a message appears stating "Install Shield Wizard Complete." You will be prompted to reboot the computer. Select Yes, I want t o restart my computer now , and click Finish . 10. You must now add the Fieldbus Module Engineering Tool configuration to the Ovation Developer Studio. a) Access the Developer Studio. b) Use the system tree to navigate to the Foundation Fieldbus item: System Configuration Foundation Fieldbus Insert New

c) Right-click on Foundation Fieldbus, and select The New Foundation Fieldbus window appears:

Figure 6: Ne w Foundation Fieldbus

64

.

window

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3.19 Creating Ovation drops d) From the Engineering Server drop-down list, select the drop where you installed the Fieldbus Module Engineering Tool Server software. e) Enter the maximum number of Fieldbus Module Engineering Tool sessions (or instances) that is needed for your system in the Maximum Number of Sessions entry field. You are permitted to have up to 15 instances of the Fieldbus Module Engineering Tool per license (the default is 5). Note that if you do not enter a number, the system default of 5 is used. f)

Select the Ok button.

g) Before trying to access the Fieldbus Module Engineering Tool, perform a download to the drop identified as the Fieldbus Engineering Server as well as any Operator Stations you wish to access the Fieldbus Module Engineering Tool from. 11. Install the AMS Device Manager Server software. Refer to the AMS Device Manager documentation for information on performing this install. Note: After the AMS Device Manager Server is installed, you must add any AMS Device

Manager Client computer name(s) to the AMS Device Manager Station configuration. Refer to the AMS Device Manager documentation. If you are installing AMS Device Manager Server software version 11.0, you must contact an Emerson service representative for a patch that allows version 11.0 to be compatible with this version of the Fieldbus Module Engineering Tool software. 12. After you have installed the AMS Device Manager Server software, perform the AMS Device Manager configuration items that are defined for your operating system: 

Configuring AMS Device Manager items for the Windows 7 operating system (see page 68).



Configuring AMS Device Manager items for the Windows XP operating system (see page 76).



Configuring AMS Device Manager items for the Windows Server 2008 operating system (see page 80).

To install Fieldbus Module Engineering Tool Client and AMS Device Manager Client software

Perform the following steps to install the Fieldbus Module Engineering Tool Client and AMS Device Manager Client software. Note: If you are going to install AMS Device Manager on a Domain Controller, whether it is a client or a server, you must load the Domain Controller first.

1. Insert the Ovation DVD in the DVD drive of an Ovation drop. 2. Use Windows Explorer to access the DVD and navigate to the Fieldbus Module Enginee ring Tool directory. Double-click on setup.exe . 3. The Welcome Install Shield Wizard appears. Select Next 4. The License Agreement window appears. Select I accept and click Next . 5. A window appears prompting you to select either the Client or Server install. Select Client and click OK .

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3.19 Creating Ovation drops 6. A pop-up window appears asking if you would like to continue with the Fieldbus Module Engineering Tool installation. Press Yes to continue with the installation.

Figure 7: Ova tion Fieldbus Module Enginee ring Tool - Continue with in stallation

7. The Choose Destination Location window appears. Keep the default selection and press Next .

Figure 8: Ovation Fieldbus Module Engineering Tool window

66

- Choose De stination Location

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3.19 Creating Ovation drops 8. The installation process begins. You will be prompted for the drop name (not the IP address) of the Fieldbus/AMS Device Manager Server. Enter the drop name in the entry field (an example would be drop245) and click OK .

Figure 9: F ieldbus com puter name prompt

a) Note that Emerson recommends that you do NOT select the Cancel button on the Fieldbus computer name prompt window. If you select Cancel on this window, the following message appears and you will have to manually add the Fieldbus Module Engineering Tool Server name.

9. The install process begins. When it is finished, a message appears stating "Install Shield Wizard Complete." Select the Finish button. 10. Install the AMS Devi ce Manager Client so ftware . Refer to the AMS Device Manager documentation for information on performing this install. Note: After the AMS Device Manager Server is installed, you must add the AMS Device

Manager Client computer name to the AMS Device Manager Station configuration. Refer to the AMS Device Manager documentation. If you are installing AMS Device Manager Client software version 11.0, you must contact an Emerson service representative for an AMS Device Manager patch that allows version 11.0 to be compatible with this version of the Fieldbus Module Engineering Tool software.

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3.19 Creating Ovation drops Configuring AMS Device Ma nager items for t he Windows 7 op erating system

After installing the AMS Device Manager Server software, you must perform the following two configuration items on the AMS Device Manager Server machine: 

Modify the DCOM access permissions for HSEServer.exe to allow full access for the AMS Device Manager Domain AmsService User (see page 68).



Configure every Ovation Windows login user that will be accessing AMS Device Manager through the Fieldbus Module Engineering Tool browser (see page 73).

The procedures outlined in the following topics are for users that are running the Windows 7 operating system. To modify DCO M acce ss permissio ns on the Windows 7 operating system

Use the following procedure to modify DCOM access permissions on the Windows 7 operating system: 1. Select Start -> C ontr ol Panel . 2. From the Control Panel window, select System and Security . 3. On the next window, select Admi ni st rat iv e Tools . 4. On the next window, double-click on Component Services . 5. Expand the Component Services item in the tree until you get to DCOM Config. Select DCOM Config .

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3.19 Creating Ovation drops 6. In the main window, right-click on HSEServer , and select Properties .

7. The HSEServer Properties window appears. From the HSEServer Properties window, select the Security tab.

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3.19 Creating Ovation drops 8. On the Security tab, go to the Ac ces s Permi ss ions section. Select the Customize radio button and click the Edit button.

Figure 10: HS EServer Prop erties win dow -- Security t ab

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3.19 Creating Ovation drops 9. The Access Permission window appears. Select the Add button.

Figure 11 : Access Permission

window

10. The Select Users, Computers, Service Accounts, or Groups window appears. In the object names box, enter Am sServi ceUs er and press the Check Names button. Note that the "AmsServiceUser" is one word, with no spaces, and is not case sensitive.

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3.19 Creating Ovation drops If the name was found in the system, AmsServiceUser will become underlined in the box. If the name is not found in the system, the box remains blank.

Figure 12 : Select Use rs, Computers, Se rvice Acc ounts, o r Groups window

11. Select the OK button on the Select Users, C omputers, Service Accounts, or Groups window.

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3.19 Creating Ovation drops 12. You will be returned to the Access Permission window. Make sure that both the Local Access and the Remote Access options have a check mark in the Allow boxes. If there is no check mark in the box, click on the box and the check mark will appear.

13. Select the OK button on the Access Permission w indow. 14. Select the OK button on the HSEServer Properties wi ndow. To configu re Ova tion login users to access AMS D evice Ma nager for th e Windows 7 operating system

There are two parts to this procedure: Part 1 - Add each Ovation lo gin u ser who w ill be accessing AMS Device Ma nager to the AMS Devi ce Manager gr ou p.

1. Select Start -> C ontr ol Panel . 2. From the Control Panel window, select System and Security . 3. On the next window, select Admi ni st rat iv e Tools . 4. On the next window, double-click on Computer Management .

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3.19 Creating Ovation drops 5. Expand the Computer Management item in the tree until you get to Local Users and Groups. Expand Local Users and Groups and select Users . You will see default user names in the main window.

Figure 13: Computer Management window

6. Right-click on a user in the main window. For example purposes here, right-click on Administrator and select Properties on the menu.

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Note: Perform these procedures for every Ovation Windows login user that will access AMS

Device Manager. 7. The Administrator Properties window appears. Select the Member Of tab and click the Add button.

Figure 14: Administrator Properties tab -- Member Of tab

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3.19 Creating Ovation drops 8. The Select Groups window appears. In the object names box, enter amsdevicemanager and press the Check Names button. Note that the "AmsDeviceManager" is one w ord, with no spaces, and is not case sensitive.

Figure 15 : Select Groups win dow

9. If the name was found in the system, AmsDeviceManager will become underlined in the box. Select the OK button on the Select Groups window. 10. Select the OK button on the Administrator Properties window. Part 2 - Add each Ova tion login user who is go ing to access AMS D evice M anage r to the AMS Devi ce Manager us er's d atabase via t he A MS Devic e Manager User Manager pr og ram . 

Specific settings for these users include: 





Select the option to add AMS Device Manager users as a "Windows User." For Fieldbus device access, write permission must be granted.



For SIS device access, both write and SIS write access must be granted.

For information on adding users to the AMS Device Manager user's database and the specific settings, refer to the AMS Device Manager documentation.

Configuring AMS Device Ma nager items for the Windows XP opera ting system

After installing the AMS Device Manager Server software, you must perform the following two configuration items: 




Configure every Ovation Windows login user that will be accessing AMS Device Manager through the Fieldbus Module Engineering Tool browser (see page 78).

The procedures outlined in the following topics are for users that are running the Windows XP operating system.

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3.19 Creating Ovation drops To modify DCOM access permissio ns on the Windows XP operating system

Use the following procedure to modify DCOM access permissions on the Windows XP operating system: 1. Select Start -> C ontr ol Panel . 2. From the Control Panel window, double-click on Ad mi ni st rat iv e Tools . 3. On the next window, double-click on Component Services . 4. Expand the Component Services item in the tree until you get to DCOM Config. Select DCOM Config . 5. In the main window, right-click on HSEServer , and select Properties . The AmsHseServer Properties window appears.

Figure 16: AmsHseServer Properties window

6. From the AmsHseServer Properties window, select the Security tab. 7. On the Security tab, go to the Access Permissions section. Select the Customize radio button and click the Edit button. 8. The Access Permission window appears. Select the Add button. 9. The Select Users, Computers, Service Accounts, or Groups window appears. In the object names box, enter Am sServi ceUs er and press the Check Names button. Note that the "AmsServiceUser" is one word, with no spaces, and is not case sensitive.

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3.19 Creating Ovation drops If the name was found in the system, AmsServiceUser will become underlined. If the name is not found in the system, the box remains blank. 10. Select the OK button on the Select Users, C omputers, Service Accounts, or Groups window. 11. You will be returned to the Access Permission window. Make sure that both the Local Access and the Remote Access options have a check mark in the Allow boxes. If there is no check mark in the box, click on the box and the check mark will appear.

12. Select the OK button on the Access Permission w indow. 13. Select the OK button on the AmsHseServer Properties window. To configu re Ova tion login users to access AMS Device Ma nager for th e Windows XP operating system


1. Select Start -> Control Panel. 2. From the Control Panel window, double-click on Administrative Tools. 3. On the next window, double-click on Computer Management.

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3.19 Creating Ovation drops 4. Expand the Computer Management item in the tree until you get to Local Users and Groups. Expand Local Users and Groups and select Users. You will see default user names in the main window. 5. Right-click on a user in the main window. For example purposes here, right-click on Administrator and select Properties on the menu.

Note: Perform these procedures for every Ovation Windows login user that will access AMS

Device Manager. 6. The Administrator Properties window appears. Select the Member Of tab and click the Add button. 7. The Select Groups window appears. In the object names box, enter amsdevicemanager and press the Check Names button. Note that the "AmsDeviceManager" is one word, with no spaces, and is not case sensitive. 8. If the name was found in the system, AmsDeviceManager will become underlined in the box. Select the OK button. 9. Select the OK button on the Administrator Properties window. Part 2 - Add each Ovation lo gin u ser who is go ing to access AMS D evice M anage r to the AMS Devi ce Manager us er's datab ase via t he AMS Devic e Manager User Manager pr og ram . 

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Select the option to add AMS Device Manager users as a "Windows User."



For Fieldbus device access, write permission must be granted.




79

3.19 Creating Ovation drops 


Configuring AMS Device Manager items for the Windows Server 2008 operating system

After installing the AMS Device Manager Server software, you must perform the following two configuration items: 




Configure every Ovation Windows login user that will be accessing the AMS Device Manager through the Fieldbus Module Engineering Tool browser (see page 81).

The procedures outlined in the following topics are for users that are running the Windows Server 2008 operating system. To modify DCOM access permiss ions on the Windows Server 200 8 operating syst em

Use the following procedure to modify DCOM access permissions on the Windows Server 2008 operating system: 1. Select Start -> C ontr ol Panel . 2. From the Control Panel window, select System Maintenance . 3. On the next window, double-click on Admi ni st rat ive Tools . 4. On the next window, double-click on Component Services . 5. Expand the Component Services item in the tree until you get to DCOM Config. Select DCOM Config . 6. In the main window, right-click on HSEServer , and select Properties . The HSEServer Properties window appears. 7. From the HSEServer Properties window, select the Security tab. 8. On the Security tab, go to the Access Permissions section, select the Customize radio button, and click the Edit button. 9. The Access Permission window appears. Select the Add button. 10. The Select Users, Computers, Service Accounts, or Groups window appears. In the object names box, enter Am sSer vi ceUs er and press the Check Names button. Note that the "AmsServiceUser" is one word, with no spaces, and is not case sensitive. If the name was found in the system, AmsServiceUser will become underlined in the box. If the name is not found in the system, the box remains blank. 11. Select the OK button on the Select Users, C omputers, Service Accounts, or Groups window. 12. You will be returned to the Access Permission window. Make sure that both the Local Access and the Remote Access options have a check mark in the Allow boxes. If there is no check mark in the box, click on the box and the check mark will appear. 13. Select the OK button on the Access Permission w indow. 14. Select the OK button on the HSEServer Properties wi ndow.

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3.19 Creating Ovation drops To configu re Ova tion login users to access AMS D evice Ma nager for th e Windows Serve r 2008 operating system


1. Select Start -> C ontr ol Panel . 2. From the Control Panel window, double-click on System Maintenance . 3. On the next window, double-click on Admi ni st rat ive Tools 4. On the next window, double-click on Ac ti ve Direc tory User s and Comp ut ers . 5. Expand the Active Directory Users and Computers item in the tree until you get to Users. Double-click on Users . You will see default user names in the main window. 6. Right-click on a user in the main window. For example purposes here, right-click on Administrator and select Properties on the menu.

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Note: Perform these procedures for every Ovation Windows login user that will access the AMS

Device Manager. 7. The Administrator Properties window appears. Select the Member Of tab and click the Add button.

Figure 17 : Admini strator Properties window

8. The Select Groups window appears. In the object names box, enter amsdevicemanager and press the Check Names button. Note that the "AmsDeviceManager" is one wo rd, with no spaces, and is not case sensitive. 9. If the name was found in the system, AmsDeviceManager will become underlined in the box. If the name is not found in the system, the box remains blank. Select the OK button. 10. Select the OK button on the Administrator Properties window.

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3.19 Creating Ovation drops Part 2 - Add each Ovation lo gin u ser who is go ing to access AMS D evice M anage r to the AMS Devi ce Manager us er's datab ase via t he AMS Devic e Manager User Manager pr og ram . 



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Select the option to add AMS Device Manager users as a "Windows User."



For Fieldbus device access, write permission must be granted.





83


To install Gatewa y or Fieldbus Enginee ring Server softw are on a dro p (First Genera tion Solution ONLY)

1. Insert the Ovation DVD in the DVD drive of the Ovation drop where your AMS software package is installed. This should be an Ovation drop, no t a Database Server or an Ovation Security Server. 2. Before you begin to install the Fieldbus Engineering Server software, you must create a new local user (ovpteng). a) Select Start -> Control Panel -> Administrative Tools -> Computer Management

.

b) The Computer Management window appears. Select Local Users and Groups -> Users . c) Right-click on Users and select New User . The New User window appears. d) Put a check in the Password never expires check box. e) Enter ovpteng in the User Name field. f)

Enter any desired password in the Password entry field and again in the Confirm Password field. The password must meet the password complexity requirements of the Domain Controller.

g) Select Create . This creates the new user name, ovpteng. h) Look in the Computer Management window to ensure that ovpteng now appears in the list of local users. 3. Use Windows Explorer to access the DVD and navigate to the Ovation Fieldbus Engineering Server directory. Double-click on setup.exe . 4. If a File Download dialog box appears. Select Open . 5. The Install Shield Wizard appears followed by an Information window. Select OK . 6. If a Framework 1.1 Setup screen appears, proceed to Step 7. If a Framework 1.1 screen does not appear, skip to Step 8. 7. Installation of Framework 1.1 begins. A message appears “Installing Framework 1.1.” a) When the Framework 1.1 installation is complete, an information window appears stating that the installation is complete, and asking if you want to reboot? Select OK . (This installs the Framework 1.1 software.) b) After the reboot is completed, use Windows Explorer to access the DVD again and navigate to the Ovation Fieldbus Enginee ring Server directory. Double-click on setup.exe . c) If a File Download dialog box appears. Select Open . d) The Install Shield Wizard appears followed by an Information window. Select OK . 8. The Welcome Install Shield Wizard for Ovation Fieldbus Engineering Server appears. Select Next. (This installs the Ovation Fieldbus Engineering Server software.) 9. A message appears stating “Install Shield Wizard Complete.” Select Finish . 10. You must now set the Local Services account: a) Select Start -> Contro l Panel - > Admin istr ative Tools -> Se rvic es . The Services window appears. b) Right-click on Ovation Fieldbus Engineering Server and select Properties . The Properties window appears. c) Select the Log On tab.

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3.19 Creating Ovation drops d) Typically, when you open the Log On tab, This account will be selected and ovpteng appears in "This account" field. Select Local System account and then select OK . e) Close the Services window. 11. You must now set the password: a) Select Start -> Programs -> Accessories -> Command Prompt window appears.

. The Command Prompt

b) Enter C:\ovationgateway\ bin\ovgservpwd -new . The Fieldbus Engineering Tool Password Registration window appears. Enter the password you created in Step 2 (for user ovpteng) in the Password entry field and in the Confirm field. Select OK . c) Reboot the machine and you are ready to use the Fieldbus Engineering Server software. Windows firewall confi guration for Fieldbus Enginee ring Server

You need to run the following configuration file to add the appropriate exceptions to the Windows firewall to allow Fieldbus to run properly. 1. Right-click on Start -> Explore. 2. Choose the drive where ovation\ovationbase is installed, typically C:. 3. Double-click on the CfgFETFirewall.bat file. 4. If prompted for the location of the ovationgateway\bin folder, enter the full path of the folder which contains the HSEServer.exe and Webs.exe programs.

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S

ECTION

4

Kno wledge Base

IN THIS SECTION Configuring additional non-Ovation NIC adapter connections..........................................87

4. 1

Configur

ing additio nal non-Ova tio n NI C ada pter conn ections

This procedure should be performed on all machines on an Ovation system that have a NIC present for use with a network other than Ovation's, which are not disabled. 1. Open the Network Connections Properties window for the Non-Ovation NIC adapter connection. 2. Select Internet Protoc ol (TCP/IP) or Internet Prot oco l Version 4 (TCP/IPv4) and click on Properties . 3. Click on the Ad vanced button. 4. Click on the DNS tab . 5. Uncheck the "Register this connection's addresses in DNS" checkbox. 6. Make sure that the "Use this connection's DNS suffix in DNS registration" is unchecked. 7. Click on OK and reboot the machine. 8. Repeat the above steps for all other non-Ovation NIC adapter connections. Note: The steps above can be performed without any impact on an OHI installation. In addition

to this, if a Domain Controller has a third party network connection that is not configured and actively in use, this connection should be disabled.

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S

ECTION

5

Backing up and restoring

the system

IN THIS SECTION Why perform system backups?......................................................................................... 89 What are the the Ovation programsBackup/Restore involved in backup and restore operations? ...............................90 What are Program functions?............................................. 90 Changing and deleting individual scheduled tasks ...........................................................93 Backing up the database files ........................................................................................... 94 Why restore the database files?........................................................................................ 94 What are the command line options for system backup? .................................................96 To back up your domain controller .................................................................................... 96 To restore your domain controller ................................................................................... 100

5. 1

Why perform

syst em backups?

The system files (Oracle and Ovation databases as well as other system information) should be backed up periodically, so that in case of data loss, sufficient data will be available to restore the Ovation system. There are many commercial software packages that can be used to back up and restore your Ovation system data. Instructions for using the OvPtBackup package that is included with your Ovation system are provided in this manual (see page 89). Note: This utility backs up and restores the Ovation Database Server. This back up is also

sufficient for systems with Foundation Fieldbus. However, this utility does not back up data stored for the Ovation Fieldbus Engineering Server. Once the backup image is restored, Foundation Fieldbus data must be re-exported from the Ovation database and imported into the Ovation Fieldbus Engineering Server.

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5.2 What are the programs involved in backup and restore operations?

5. 2

What are the prog rams invo lved in backup operations?

and restore

There are four programs that are involved in the backup and restore operations. Three of the programs work behind the scenes to extract data so that it can be backed up: 

Ovation’s Export program ( OvPtExport ) extracts Ovation data from Oracle and places it into a single text file on the hard drive.



Oracle’s Export program ( exp ) extracts the entire Oracle database (data and structure) and places it into a single binary file on the hard drive.



The fourth program, OvPtBackup , performs the actual backup and restore.

The execution of these programs during a backup is transparent since the Ovation Backup/Restore program manages and directs the backup process through a user-friendly interface. However, when you perform a restore process, user interaction with Microsoft Windows Backup is required. When the Backup/Restore program (OvPtBackup) performs a backup, the following data is included in the backup:

5. 3



Ovation database exported from Oracle in binary form.



Power Tools database exported from Ovation in text format.



Ovation Engineering Data including Control Sheets, Graphics, Libraries, and so forth exported from a designated System.



Server System network files: 

\etc\hosts



\etc\bootptab

What are the Ova tion Ba ckup/Restore

Program

func tio ns?

The Ovation Backup/Restore Program performs the following functions: 



Backup copies the important system files to an .ovbk backup folder. 

Backup may be scheduled to run periodically or on demand.



You may specify a folder or directory where the backup will be placed. A USB memory stick, network drive, and so forth can be used.

Restore uses media created from a previous backup to return the database to a known state: 

User initiation is required to perform the restore operation.



Restores all backup files.



Returns the databases to its exact previous state.

CAUTION: A recovery should only be performed after a system disruption event.

Once the restore is finished, the drop needs to be cleared and loaded. (See Ovation Developer Studio User Guide.) If changes to points or control have been lost as a result of the restore, then the Controller must also be cleared and loaded. (See the applicable Ovation Controller User Guide.)

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5.3 What are the Ovation Backup/Restore Program functions?

5. 3.1 To conf igure the Backup/Restore

progr am

1. Start the Backup/Restore program by going to its location on the “C” drive and double-clicking C:\Ovation\OvationBase\OvPtBackup.exe . The Ovation Backup/Restore window opens. 2. Select the Backup/Restore tab. Refer to the following table for more information.

Figure 18: Ovation Backup/Restore program (Backup/Restore tab) Ovation Backup/Re store p rogram (Backup/Re store tab fields) F IELD / F UNCTION

D ESCRIPTION

Backup Now

Performs a manual backup immediately.

Schedule

This allows the setting of timed backups using the Microsoft Windows Task Scheduler program.

Place Backups in:

This is the name of the directory where the Oracle and Ovation file backups will be placed. The entire contents of this directory will be saved.

Keep at most this many backups:

The numbers of backups to be kept.

Restore

Performs a manual restore of the database immediately.

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5.3 What are the Ovation Backup/Restore Program functions? 3. Select the Parameters tab. Ensure that the last two lines “Import Program Name” and "Export Program Name” have the correct file names. Refer to the following table for more information.

Figure 19:

Ovation Ba cku p/Resto re pro gram (Parameters tab)

Ovation Backup/Restore program (Parameters tab fields) F IELD / F UNCTION

D ESCRIPTION

Data Directory

The location of your Ovation data. Default is d:\OvPtSvr

User ID

Ovation Power Tools user name and password.

OvPtExport other Parameters

Used for adding additional export parameters. (See Ovation Database User Guide.)

Oracle Home Directory

Oracle home directory location.

User ID

Oracle system logon user name and password.

Other Export Parameters

Additional Oracle command line parameters.

Oracle Import Program Name

Name of third-party program from Oracle used to import Oracle binary dump.

Oracle Export Program Name

Name of third-party program from Oracle used to export Oracle binary dump.

Ovation

Oracle

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5.4 Changing and deleting individual scheduled tasks

F IELD / F UNCTION

D ESCRIPTION

Restore Defaults button

Restores all default parameters.

4. Select the Status Log tab. This tab displays the status of the backup.

Figure 20 : Status Lo g tab

5. After you have configured all the tabs, the initial setup is complete.

5. 4



See information and instructions on backing up a system (see page 94).



See information and instructions on restoring a system (see page 94).

Cha ngin g and deleting

indi vidu al schedul ed tasks

You can delete individual scheduled tasks by using the Microsoft Windows Task Scheduler program (this program interacts with the Ovation Backup/Restore program). It is also possible to make limited changes to existing events using the standard Windows Task Scheduler program.

5.4 .1 To delete a sch eduled task 1. Select Start -> All Programs -> Accessories -> System Tools -> Task Scheduler Task Scheduler window appears.

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5.5 Backing up the database files 2. To delete any events, simply highlight those files and delete them as you would any other Windows file.

5.4 .2 To chang e a sch eduled task 1. Select Start ->Al l Programs -> Access ories -> System Tools -> Task Scheduler. Task Scheduler window appears.

The

2. To make changes to an event, double-click on the file. This displays the Task Scheduler Wizard. Follow the directions to make any desired changes (refer to Microsoft documentation for information about using this program).

5. 5

Backing

up the databa se fil es

The database files can be backed up automatically. The database files can also be backed up manually using the Backup Now button on the Backup/Restore tab.

5.5 .1 To back up the database fil es Use the following procedure to perform a backup: 1. Start the Backup/Restore program by going to its location on the “C” drive and double clicking C:\Ovation\OvationBase\OvPtBackup.exe . The Ovation Backup/Restore window opens. 2. Press the Backup Now button. The program will backup the files to the defined directory. A screen shows the progress of the backup as well as an approximate time for each process. Note: The program will backup and verify the files.

5. 6

Why restore

the databa se fil es?

The database files that you backed up previously might need to be restored to the system in case the following occurs: 

You lose database files due to a system disruption occurrence.



You upgrade your Ovation system.

5. 6.1 Guidelines

for restoring databa

se files

Consider the following guidelines before performing a restore: 1. Close any Engineering Tools that are running. 2. Perform a recovery only after a system disruption event. 3. Once the restore is finished, clear and load the MMI. (See Ovation Developer Studio User Guide.) 4. If changes to points or control have been lost as a result of the restore, you must clear and load the Controller. (See the applicable Ovation Controller User Guide.)

5.6 .2 To resto re database fil es 1. Start the Restore program by going to its location on the C drive and double-clicking C:\Ovation\OvationBase\OvPtBackup.exe . 2. The Ovation Backup/Restore window opens.

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5.6 Why restore the database files? 3. Press the Restore Now button. 4.

An OvPtBackup warning window appears. Decide if you would like to continue with the restore. Click Yes to continue, No to abort.

Figure 21 : OvPtBa ckup warning win dow

5. Select the Restore tab. 6. Select which backup is to be restored. Note: The desired backup may not appear in the list, particularly if it was a scheduled backup.

Backups may present multiple dialog boxes. Accept the boxes in the affirmative to proceed. 7. Right-click on the backup name and select Backup folder from the drop-down list. The backup program will then read the files. This will take a few minutes. 8. Place a checkmark beside the backup directories to be restored, Normally all directories should be restored; if so, place a checkmark in the box in front of the D:\ drive. 9. The files can be restored to the srcinal drive and directory, or the destination can be changed as needed. 10. Press the Start Restore button. Note: The program will rename the directory D:/Ovation/OvPtSvr/Ovation to

D:/Ovation/OvPtSvr.src prior to restoring the backup files, keeping a snapshot of that directory in case the restore process fails. If the directory already exists, you are given the option of deleting the directory, skipping the copy, or exiting the backup. Deleting the previous Backup directory may fail. You can continue by skipping the copy to backup or by cancelling the restore, exiting the OvPtBackup program, manually deleting the backup directory and restarting OvPtBackup. 11. The files are taken from the tape and restored to the hard disk. This may take 15 minutes or more. The dialog box shows “Progress” as well as “Elapsed” and “Estimated remaining” time to complete. 12. When Backup completes the tape operation, exit Backup. OvPtBackup will reload the Oracle database automatically. 13. Open the Ovation Developers Studio and clear the server drop by right-clicking on it and selecting Clear. (See Ovation Developer Studio User Guide.) 14. After the server has been cleared, reboot the drop.

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5.7 What are the command line options for system backup?

5. 7

Wha t are the comm and line opti ons for system

backup?

The OvPtBackup program can be executed from the Windows command line or from a script file. The program name is OvPtBackup.exe and it is normally located in the directory C:\Ovation\OvationBase. The options mirror the settings that have been configured (see page 91). The same initial defaults are used. If the dialog version of the OvPtBackup program is used and any of the parameters are changed, those changed parameters will be the defaults for the OvPtBackup program when run in the /SILENT option. EXAMPLE:

C: \ Ovat i on\ Ovat i onBase\ OvPt Backup / SI LENT / BACKUP_FOLDER c: \ tmp /SILENT

Allows the program to run in the background

The following command lines can be used: 

Ovation Database Exported from Oracle.



Point Database Exported from Ovation.



Tape Backup Action.



5. 8

Backup/Restore System.



Scheduling.

To back up your domain

cont roll er

Backup of Active Directory Domain Services (AD DS) must be incorporated into your day-to-day operations schedule. We recommended that at least two domain controllers, the Primary Domain Controller and a Redundant Domain Controller, be included in the routine scheduled backup. Windows Server backup (wbadmin) tool supports three types of backup: 



System state, which includes all the files that are required to recover Active Directory. The system state backup includes at least the following data: 

Registry data



Boot files



Active Directory database and log files



SYSVOL directory



Critical operating system files

Critical-volumes, which includes all the volumes that contains system state files. The critical-volumes backup includes all the data that resides on the following volume: 

96

The volume that hosts the boot files



The volume that hosts the operating system and registry



The volume that hosts the SYSVOL directory



The volume that hosts the Active Directory database and log files

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5.8 To back up your domain controller 

Full server, which includes all the volumes on the machine, including the USB drives.

Windows Server backup (wbadmin) tool consists of two components:

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Wbadmin.msc, a graphical user interface (GUI) tool that can be used to perform critical-volumes and full server backups. System state backups are not supported by this tool.



Wbadmin.exe, a command-line tool that can be used to perform all types of backups, including the system state backups.

97

5.8 To back up your domain controller You can schedule the critical-volumes and full server backups by using the wbadmin.msc or wbadmin.exe tool. You cannot schedule system state backups by using the wbadim.exe tool, but you can create a task to run a system state backup by using the Task Scheduler. CAUTION! Do not use imaging software like Acronis to backup domain controllers. The Active

Directory database on a domain controller will not be able to recovery properly if it is restored using any imaging software, and may result in a condition known as USN rollbacks. When USN rollback occurs, restored domain controller will not be able to get replication updates from other domain controllers and may become out-of-sync permanently. When objects are deleted in Active Directory database, they are not immediately removed. Instead, it isstate moved to a special folder called objects" marked as tomb The tombstone indicates that the object has "Deleted been deleted but and not removed from thestoned. database. The amount of time that the deleted objects will be in this state before it is permanently purged from the database is called the tombstone lifetime. The primary requirement for recovering Active Directory from the backup is that the backup must not be older than the tombstone lifetime, which is the number of days the Active Directory preserves knowledge of deleted objects. If the first domain controller (Primary Domain Controller) is created with Windows Server 2003 (no service pack), the default tombstone lifetime is 60 days. If the Primary Domain Controller is created with Windows Server 2003 SP1, SP2, R2 or Windows Server 2008, the default tombstone lifetime is 180 days. To ensure proper recovery of Active Directory, it is important to understand that backups older than the tombstone lifetime should never be used. It is recommended that you include in your day-to-day operations schedule to identify the backups that are older than the tombstone lifetime and delete it from the backup set. The frequency at which backup should be performed depends on your Active Directory environment. In general, during the Ovation security configuration phase large amount of changes occur to Active Directory database and is recommended to create backups daily. During the normal operation phase, only minimal changes occur to the Active Directory database. So, it is recommended to create backups at least weekly. Apart from manual changes, some automatic changes occur to the Active Directory database at regular intervals. For example, computer accounts, including domain controller accounts, change their passwords every 30 days by default. Also, user account passwords may get changed at regular intervals depending on the password policy. Rolling back these password changes to a former state affects authentication and replication. Generally, no external record of these changes exists outside the Active Directory database. Therefore, the more frequently you back up the domain controllers, the fewer problems you will encounter if you need to recover from failure.

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5.8 To back up your domain controller

5. 8.1 Guidelines

to ba ckup your domain

cont roller



Recommended method for backing up domain controllers is to use the system state backup using the wbadmin.exe command line tool.



Perform routine, scheduled system state backups by creating a task that runs system state backup using the Task Scheduler.



For fault tolerance, include at least two domain controllers (Primary Domain Controller and a Redundant Domain Controller) in the backup set.



Perform routine backups at least once a week.



In a single domain controller environment, take special care to back up more often.



Regularly re-visit the backup set and discard the backups that are older than the tombstone





lifetime of your Active Directory environment. Perform an unscheduled system state backup immediately after any major changes to the Active Directory infrastructure. Major changes include extending the AD schema, renaming domain controllers, modifying Ovation security configurations like roles and policies. Create a backup volume on a dedicated internal/external hard drive.

5. 8. 2 To perform a syst em state backup 1. Login to the Windows Server 2008 with administrative credentials. 2. Open a command prompt, type the following command, and then ENTER wbadmin start systemstatebackup –backuptarget:: -quiet Where, is the drive letter of the local/external physical disk drive. You cannot specify a shared network drive as the system state backup target drive. If you do not specify –quiet option, you will be prompted to press Y to proceed with the backup operation.

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5.9 To restore your domain controller

5. 9

To restore

your domain

cont rol ler

Recovering the Active Directory Domain Services (AD DS) is not a routine day-to-day operations task; it is performed only when it is made necessary by a failure or other conditions from which domain controllers can be recovered only by restoring it to a previous state. Restoring from backup is not always the best or only option to recover AD DS to a previous state and it should not be used as the primary method of recovering from an error or failure condition, but as a last resort. Sometimes it is faster to reinstall AD DS and then restore the database through replication from other domain controllers than to recover it from backup. The primary requirement for recovering Active Directory from the backup is that the backup must not be older than the tombstone lifetime, which is the number of days the Active Directory preserves knowledge of deleted objects. Always check the tombstone lifetime of the Active Directory environment before using a backup to restore AD DS. AD DS can be recovered from the backup in the following ways: 

Non-authoritative restore (see page 102) – Default method of recovering the AD DS to a previous state. This method returns the domain controller to its state at the time of the backup and then allows normal replication from other domain controllers to overwrite any changes that occurred after the backup was taken.

Note: Be aware that non-authoritative restore will not restore deleted objects from the backup.

Only way to restore deleted objects from the backup is to use the Authoritative restore process. 

Authoritative restore – Advanced method of recovering the AD DS from accidental large-scale deletion. In this method the deleted objects are recovered from backup and are authoritatively pushed to other domain controllers through replication.

Note: Recovering the domain controller through authoritative restore is an advanced procedure and is not covered in this guide.

AD DS can also be recovered through reinstallation without using a backup. This method relies on replication to restore a domain controller to a working state, and is valid only if another healthy domain controller exists. Also, this is the only method by which a domain controller that is not part of the backup set can be restored. CAUTION! Do not restore a failed domain controller by using imaging software such as

Acronis. Doing so may result in a condition known as USN rollbacks. When USN rollback occurs, restored domain controller won’t be able to get replication updates from other domain controllers and may become out-of-sync permanently.

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5. 9.1 Criteria for using the re

stor e type

In general restoring a domain controller after a failure involves restoring it from the previously taken backup, but not always feasible or possible. Also, the recovery solutions depend on the many factors like hardware failures, availability of other domain controller in the environment, and the availability of backups. The following illustration shows how to determine the restore type that must be used to recover a failed domain controller.

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5. 9.2 Non-a utho ritative

restore from ba ckup

During the installation of Active Directory Domain Services (AD DS), you set the Directory Services Restore Mode (DSRM) Administrator password. When you start Windows Server 2008 domain controller in DSRM, you must log on to the local administrator account (NOT the domain administrator account) by using this password. If Active Directory Domain Services (AD DS) is not yet installed to promote the Windows Server 2008 to be a domain controller, you will not have the Directory Services Restore Mode (DSRM) Administrator password. You can still start a Windows Server 2008 member server or a stand-alone server in DSRM using the administrator account password that you set during the Windows Server 2008 operating system installation. You can use either one of the following methods to start a Windows Server 2008 domain controller, member server or a stand-alone server in DSRM. Method 1: Press F8 during

the startup

1. Restart the Windows Server 2008. 2. As soon as the boot option menu appears, press F8 to intercept the normal boot sequence and enter the Advanced Boot Options menu. Note: There is only a brief window of opportunity for pressing F8 to intercept the normal boot

sequence during the startup. If you miss pressing F8 within the brief period, Windows Server 2008 will start in normal mode. 3. In the Advanced Boot Options menu, use the arrow keys to choose the Directory Services Restore Mode, and then press ENTER. 4. At the Windows logon screen, click Switch User, and then click Other User. 5. Type .\adminitrator as the user name, type the password, and press ENTER. Method 2: Using System Configuration GUI tool

1. Login to the Windows Server 2008 normally, using domain administrative credentials. 2. Click Start à Administrative Tools à System Configuration. 3. Click the Boot tab. 4. In Boot options, select Safe boot, click Active Directory repair, and then click Ok. 5. In the System Configuration dialog, click Restart. 6. At the Windows logon screen, click Switch User, and then click Other User. 7. Type .\adminitrator as the user name, type the password, and press ENTER.

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5.9 To restore your domain controller Restart Windows Server 2008 in normal mode

When you restart the domain controller normally after the restore process, it may take several minutes for the login screen to appear. Also the machine might automatically reboot multiple times before the login screen appears. This is a normal behavior and do not interrupt the reboot process If you have used F8 key to intercept the boot sequence during startup and selected the Directory Services Restore Mode from the Advanced Boot Options menu to start the Windows Server 2008 in DSRM, then simply reboot the Windows Server 2008 from within DSRM to restart it in normal mode. If you have used the System Configuration GUI tool and modified the boot configuration to start the Windows Server 2008 in DSRM, use the following steps to reset the boot configuration to normal mode: 1. Click Start -> Adminis trative Tools -> System Configuration

.

2. On the General tab, in Startup Selection, click Normal Startup , and then click Ok . 3. In the System Configuration dialog, click Restart to restart the Windows Server 2008 in normal mode. 4. At the Windows log on screen, click Switch User , and then click Other User . 5. Login to the system using the domain administrative account credentials. Restore AD DS from backup (non-a uthorit ative restore)

Backup files are named by the date and time of the backup. To restore a backup, the version identifier must be specified in the form MM/DD/YYYY-HH:MM (month/day/year-hour:minute), which specifies the name of the backup that you want to restore.

Non-authorit ative restore of AD DS from backup

1. Open a command prompt. 2. At the command prompt, type the following command, and then press ENTER wbadmin get versions –backuptarget:: -machine: Where, is the storage location that contains the backup for which you want the details. Storage location could be a drive letter of the local/external hard disk, but cannot be a shared network folder mapped to a drive letter. is the name of the computer for which you want backup details. Optional parameter and is useful when you have backed up multiple domain controllers to the same location or you have renamed the domain controller since the backup was made. 3. Identify the version identifier of the backup you want to restore. You must enter this backup version exactly as displayed in the next step. 4. At the command prompt, type the following command, and then press ENTER wbadmin start systemstaterecovery –version: -backuptarget:: -machine: -quiet Where, is the version identifier of the backup that want to restore.

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5.9 To restore your domain controller is the storage location that contains the backup you want to restore. Storage location can be a drive letter of the local/external hard disk, but cannot be a shared network folder mapped to a drive letter. is the name of the computer for which you want to restore the backup. Optional parameter and is useful when you have backed up multiple domain controllers to the same location or you have renamed the domain controller since the backup was made. If you do not specify –quiet option, you will be prompted to press Y to proceed with the restore operation and then press Y to confirm that the replication engine for SYSVOL has not changed since you created the backup. Verify AD DS restore

1. Click Start -> Server Manager . 2. Click the View Network Connections link. 3. Right-click the connection that represents the active connection that the domain controller uses, and then click Properties . 4. Click Internet Prot oco l Versio n 4 (TCP/IPv4) , and then click Properties . 5. Make sure that Use the following IP address is selected and the IP address, Subnet mask, and the Default gateway are set to the srcinal addresses of the failed domain controller. Otherwise, reset it to the srcinal addresses. Also make sure that Use the following DNS server addresses is selected and the Preferred DNS server address is set to the local host address 127.0.0.1. Otherwise, manually re-enter the address. 6. Restart the server for the changes to take effect. Verify th at the invoc ation ID of the Active Directory

databa se has changed

1. Open a command prompt and run the command repadmin /showsig. 2. Verify that the Current DSA invocation ID has changed. 3. Also verify that the previous invocation ID is listed as retired. 4. Invocation ID is the Active Directory database unique identifier, which the Directory Service Agent (DSA) uses to identify the database version. Invocation ID changes during the restore process to ensure the consistency of the replication process. Verify Ac tive Dire ctory r eplication

1. Open a command prompt and run the command repadmin /showrepl * 2. Verify that there are no errors and all directory partitions are replicating properly. Check th e status of t he SYSVOL and NETLOGON shares

1. Open a command prompt and run the command net share. 2. Check the list to make sure that it includes NETLOGON – %systemroot%\SYSVOL\sysvol\\SCRIPTS SYSVOL – %systemroot%\SYSVOL\sysvol

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The above test may fail under certain circumstances and the resultant set may not show the NETLOGON and SYSVOL shares. In this case, an error with event id 1126 will be logged into the Active Directory Domain Services event log. Note:

To workaround this issue, set the SysvolReady Flag registry value to 1. Click Start -> Run , type regedit in the text box, and then click Ok . Locate the following sub-key in the registry HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\Netlogon\Parameters In the right pane, right-click SysvolReady entry, and then click Modify . In the Value data box, type 1 and then click Ok . If this value is already set to 1, first reset it to 0 and then set it back to 1. Restart the server for the changes to take effect. Run the domain controller diagnostic test

1. Open a command prompt and run the command dcdiag or dcdiag /v for more detailed diagnostic information.

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5. 9.3 Re inst all the ope rating system and from backup

subs equent non-authori

tative re stor e

If you cannot restart the domain controller in Directory Services Restore Mode (DSRM), you can restore the domain controller through reinstallation of the operating system and subsequent non-authoritative restore of Active Directory Domain Services (AD DS) from the system state backup. This method is normally used after a critical hardware failure such as disk failures, which prevents access to or corrupts the operating system, AD DS database, SYSVOL, and registry or other critical operating system files. In to successfully DS and frompartitions the backup after theorder srcinal volumes andrestore sizes ofthe theAD disks must be reinstalling recreated. the operating system, 

Windows Server 2008 must be reinstalled to the same drive letter and with at least the same amount of physical drive space as the srcinal installation.



Before restoring the system state from the backup, all the other disk configurations must be recreated with at least the same size and the drive letter.



Failure to recreate all disk configurations can cause the restore process to fail, and it can prevent the domain controller from restarting normally after the restore process.



It is highly recommended that, before installing the operating system, format the entire system disk to remove all the information on the system disk.

Note: This method can only recover the failed domain controller on a similar hardware, after

replacing the faulty hardware with a new one. It cannot recover on to a different hardware. Requirements 

Windows Server 2008 SP2 x86 (32 bit) disk



IP Address, net mask and default gateway address that were in use before the failure.



Computer name of the failed domain controller.



Original disk configurations of the failed domain controller, including the volumes and sizes of the disks and partitions.



A previous backup of the failed domain controller that is not older than the tombstone lifetime of the Active Directory forest.



The name and the location of the version of the backup to be restored.

Perform the followin g steps

1. Install Windows Server 2008 (see page 16). 2. Restart Windows Server 2008 in Directory Services Restore Mode (DSMR (see page 102)) 3. Restore AD DS from backup (non-authoritative restore) (see page 103) 4. Restart Windows Server 2008 in normal mode. 5. Verify AD DS restore (see page 104). 6. Reconfigure DNS client settings on all domain controllers (see page 106). Reconfig ure DN S Clie nt s etting on all Domain Controllers

1. Click Start -> Server Manager . 2. Click the View Network Connections link.

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5.9 To restore your domain controller 3. Right-click the connection that represents the active connection that the domain controller uses, and then click Properties . 4. Click Internet Prot oco l Version 4 (TCP/IPv4) , and then click Properties . 5. Click the Ad vanced button and select the DNS tab. 6. Move the local host address 127.0.0.1 in the DNS server address, in the order of use list to the top. Note: The IP address at the top of the list will be automatically designated as the Preferred DNS

server. All the other IP addresses will be designated as the Alternate DNS server and will be used, in the specified order, if the preferred DNS server cannot be reached. Determine whether the 2nd IP address in the list points to the closest DNS server. If not, reconfigure this IP address to the domain controller IP address that is closest to this domain controller. Note: A closest DNS server is the one that can be connected through the minimum number of

network segments. Add other previously deployed domain controllers IP addresses to the list of Alternate DNS server in such a way that the 3rd IP address points to the next closest domain controller than the 2nd, 4th IP address points to the next closest domain controller that the 3rd, etc. 7. Click Ok , Click Ok , and then click Close . Reconfigu re DNS client setting on other domain co ntrollers

Reconfigure DNS client setting on all the other previously deployed domain controllers to include this domain controller IP address in its Alternate DNS server list.

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5. 9.4 Re inst all operating system a

nd subsequent re

stor e throu gh replication

Restoring a failed domain controller through reinstallation and subsequent restore by replication does not involve using the backup at all. This method purely relies on Active Directory replication to restore a domain controller to a current working state, and it is valid only if another healthy domain controller exists in the same domain. This method requires a complete reinstallation of the Windows Server 2008 operating system. It is highly recommended that, before installing the operating system, format the entire system disk to remove all the information on the system disk. Note: This is the only method by which a failed domain controller that is not part of the backup

set can be restored, if another healthy domain controller is available in the environment. This method is not applicable in a single domain controller environment, wherein the failed domain controller is the only domain controller hosting the Active Directory Infrastructure. Requirements 

Windows Server 2008 SP2 x86 (32 bit) disk



IP Address, net mask and default gateway address that were in use before the failure.



Computer name of the failed domain controller.



At least one healthy domain controller in the Active Directory domain and is online.



Access to a healthy domain controller with domain administrative credentials.



May require Windows Server 2003 disk.

To complete this task, perform the following s

teps:

1. Determine whether the failed domain controller was the owner of any FSMO roles 2. Login to any available domain controller in the domain with administrative credentials. 3. If you logged in to a Windows Server 2003 domain controller, make sure that Windows Support Tools is installed. If not already installed, run the suptools.msi package that is in the \Support\Tools folder on the Windows Server 2003 disk. 4. Open a command prompt and run the command netdom query fsmo. 5. Review the results to determine whether the failed domain controller own any FSMO roles.

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Note: By default all the five FSMO roles will be placed in the Primary domain controller (PDC)

when installing the first domain controller to create a new domain. If you determine that the failed domain controller was the owner of the FSMO roles (typically is the case if the failed domain controller is the PDC for the domain), then you have to transfer all these FSMO roles back to the domain controller after restoring it. Complete the following tasks to clean up the metadata: 

Cleanup Metadata (see page 109) of the failed domain controller



Install Windows Server 2008 (see page 16)



Prepare the additional domain controller for AD DS installation (see page 111)

 

Install AD DS on the additional domain controller (see page 113) Verify AD DS installation on the additional domain controller (see page 114)



Reconfigure DNS client setting on all domain controllers (see page 115)

If you had previously determined that the failed domain controller was the srcinal owner of the FSMO roles, then perform the additional task of transferring the FSMO roles back to the restored domain controller. Cleanup metadata of the failed domain con

troller

Metadata cleanup is a process to forcibly remove data (objects and references) of a domain controller from AD database. When a domain controller is decommissioned or demoted properly using the dcpromo wizard, all the objects and references of the domain controller are removed automatically from the AD database. In case of catastrophic failure, wherein a domain controller cannot be brought back online, the metadata should be cleaned up manually. Metadata cleanup removes all the objects and references from the AD database that identifies a domain controller, the replication connections that are maintained for the domain controller and seize (forcibly take over the ownership) any FSMO roles that the domain controller holds. Choose a hea lthy do main contro ller to perform the metada ta clea nup 

You can use any healthy domain controller available in the Active Directory domain to perform the metadata cleanup.



It is preferred to use a Windows Server 2008 domain controller, if one available in your Active Directory domain.



If you choose to use a Windows Server 2003 domain controller to perform the metadata cleanup, you need to have Windows Support Tools installed. If Windows Support Tools is not already installed, run the suptools.msi package that is in the \Support\Tools folder on the Windows Server 2003 disk.

Determine the Distinguis hed Name ( DN) of t he failed domain control ler

1. Click Start -> Run , type ldp in the text box, and then click Ok . 2. Click Connection menu, and then click Bind . 3. On the Bind dialog, click Ok . 4. Click View menu, and then click Tree . 5. On the Tree View dialog, select the entry that starts with CN=Configuration,DC=… in the list of available entries for the BaseDN box, and then click Ok . 6. On the left pane, navigate to the following node by double-clicking on each node

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5.9 To restore your domain controller CN=Configuration,DC=… -> CN=Sites,CN=Configuration… ->CN=Default-First-Site-Name,CN=Sites… -> CN=Servers,CN=Default-First-Site-Name… ->CN=,CN=Servers… Where, is the name of the failed domain controller 7. Right-click on the CN=,CN=Servers… node, and then click Copy DN to copy the distinguished name to the clipboard. Where, is the name of the failed domain controller Note: The distinguished name (DN) is a very long string, in the form

CN=serverName,CN=Servers,CN=SiteName,CN=Configuration,DC=RootDomainName and you need to enter it as an argument to the ntdsutil command-line tool to clean up the metadata of the failed domain controller. Since DNs is a very long string and hard to enter manually, it is recommended that you copy it to the clipboard as suggested above and paste it later as the argument to the ntdsutil command-line tool. Run ntdsutil c ommand-line tool to clean up the failed domain contro

ller meta data

1. Open a command prompt, type the command ntdsutil, and then press ENTER 2. At the ntdsutil: prompt, type metadata cleanup, and then press ENTER 3. At the metadata cleanup: prompt, type the following command, and then press ENTER 4. remove selected server Where, is the distinguish name (DN) of the failed domain controller whose metadata you want to remove, in the form CN=serverName,CN=Servers,CN=SiteName,CN=Configuration,DC=RootDomainName Note: Use the DN that you copied to the clipboard in the previous step as the

argument, by pasting it from the clipboard while typing the command. Delete the seve r ob ject of t he failed domain con troller fro m the Site container

1. Click Start -> Admini strative Tools -> Active Directory

Sites and Services.

Note: If the above menu item does not exist, you can start it by clicking Start -> Run , typing dssite.msc in the text box, and then clicking Ok .

2. On the left pane, navigate to the node: Sites -> Default-First-Site-Name -> Servers -> Where, is the name of the failed domain controller. 3. If there are no child objects below the object, right-click the object and then click Delete.

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Note: Do not delete the object if it has any child objects. If a NTDS Settings

object appears below the object you want to delete, it is most likely that the metadata cleanup that you performed using ntdsutil tool did not complete successfully. Examine the event log for any errors; fix the reported problem before deleting the object from the site. 4. Click Yes to confirm the delete operation. Cleanup DNS records o f the failed dom ain contro ller

1. Click Start -> Adminis trative Tool s -> DNS Note: If the above menu item does not exist, you can start it by clicking Start à Run, typing

dnsmgmt.msc in the text box, and then clicking Ok. 2. On the left pane, navigate to the node: ->Forward Lookup Zones -> Where, is the name of the logged in domain controller and is the name of the fully qualified domain name. 3. Right-click the node, click Properties , Select the Name Servers tab, and then remove the failed domain controller from the Name servers list. 4. On the right pane, identify the Host (A) and Host (AAAA) records of the failed domain controller and delete it. 5. On the left pane, navigate to the node: ->Forward Lookup Zones ->_msdcs. Where, is the name of the logged in domain controller and is the name of the Active Directory domain. 6. Right-click the _msdcs. node, click Properties. Select the Name Servers tab, and then remove the failed domain controller from the Name servers list. 7. On the right pane, identify the Alias (CNAME) record of the failed domain controller and delete it. Prepare the additional domain c

ontroll er for AD DS installation

Configure DNS clie nt s ervice setting

1. Click Start -> Server Manager . 2. Click the View Network Connections link. 3. Right-click the connection that represents the active connection that the domain controller uses, and then click Properties . 4. Double-click Internet Protoc ol Versio n 4 (IPv4) item. 5. Check the Use the following DNS server addresses option.

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5.9 To restore your domain controller 6. Set the Preferred DNS server IP address to the actual IP address of the Primary Domain Controller (PDC). 7. Click Ok twice. Install Domain Controller

Diagnostic Tool (dcdiag.exe )

1. Click Start -> Server Manager . 2. In Roles Summary, click Add Roles . 3. Review the information on the Before You Begin page, and then click Next . 4. On the Select Server Roles page, click the Ac ti ve Dir ect or y Dom ain Servic es check box, and then click Next . 5. Review the information on the Active Directory Domain Services page, and then click Next . 6. On the Confirm Installation Selections page, click Install . 7. On the Installation Results page, do not click the Close this wizard and launch the Active Directory Domain Services Installation Wizard (dcpromo.exe) link that starts the second part of the AD DS installation. Instead click the Close button at the bottom of the wizard page. Verify DNS configuration and

registration

1. At the command prompt, type the following command, and then press ENTER dcdiag /test:DcPromo /DnsDomain: /ReplicaDC Where is the DNS name of the domain to which you want to add this server as an additional domain controller. Note: If the dcpromo test fails, the AD DS installation is also likely to fail. Fix the reported

problem before continuing with the AD DS installation. Verify the availability of

the FS MO roles holders

The following tests require domain administrator privilege to run. Running with the local administrator privilege will not yield the correct result. 1. To launch a command windows with the domain administrator privilege, click Start à Run, and type runas /netlogon /user:\Administrator cmd in the text box Where, is either the DNS or NetBIOS name of the domain to which you want to add this server as an additional domain controller. 2. Click Ok , and then when prompted enter the password of the domain administrator account, to launch a new command window with the domain administrator privilege. 3. In the newly launched command window, type the following command to ensure that the FSMO role holders can be located, and then press ENTER dcdiag /s: /test:KnowsOfRoleHolders /v Where, is the name of an existing domain controller in the domain to which you want to add this server as an additional domain controller. In the newly launched command window, type the following command to ensure that the FSMO role holders are available online and functioning properly, and then press ENTER dcdiag /s: /test:fsmocheck /v

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5.9 To restore your domain controller Where is the name of an existing domain controller in the domain to which you want to add this server as an additional domain controller Note: If any of the above tests fails, the AD DS installation is also likely to fail. Fix the reported

problem before continuing with the AD DS installation. Install AD D S on the additional domain co

ntroller

1. Click Start -> Run , type dcpromo in the text box, and then click Ok . 2. On the Welcome to the Active Directory Domain Services Installation Wizard page, click Next . 3. On the Choose a Deployment Configuration page, click Existing forest , click Add a dom ain controller to an existing domain , and then click Next . 4. On the Network Credentials page, A. Type the fully qualified domain name (FQDN) of the domain to which you want to add this server as an additional l domain controller. B. Click Alter nat e credentials, and then click Set . C. In the Windows Security dialog box, provide the domain administrator user name and the password, and click Ok . D. Click Next . 5. Accept the default selection on the Select a Domain page, and click Next .

6. A warning message You will not be able to install a read-only domain controller … may be displayed. You can ignore the warning and click Yes to continue. 7. Accept the default selection on the Select a Site page, and click Next. 8. On the Additional Domain Controller Options page, make sure the DNS Server and Global catalog options are selected, and click Next . 9. If you have multiple NIC adapters enabled or a single NIC adapter with dynamically assigned IP address, a warning message This computer has dynamically assigned IP addresses will be displayed. Do not continue further until you fix the problem. A. Click No , I will assign static IP addresses to all physical network adapters to close the warning message dialog. B. Open the Network Connections page, and make sure static IP address is assigned to the NIC adapter that is used for Ovation. C. On the Network Connections page, manually disable all the other NIC adapters that are not used for Ovation. Note: Exception to this rule is that if OHI driver is installed, then two NIC adapters may be active

but only one NIC must be configured with the real static IP address. D. On the Additional Domain Controller Options page, Click Next . 10. A warning message A delegation for this DNS server cannot be created … may be displayed. You can ignore the warning and click Yes to continue. 11. On the Location for Database, Log Files, and SYSVOL page, accept the default locations for the database, log files, and SYSVOL, and then click Next . 12. On the Directory Services Restore Mode Administrator Password page, type and confirm the restore mode password, and then click Next .

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Note: It is important to store this password in some secure place because this password is

required to start this domain controller in Active Directory Service Restore Mode for tasks that must be performed offline, like restoring the Active Directory database from the backup. 13. On the Summary page, review your selections and click Next to install AD DS and configure this machine as a redundant domain controller. 14. When you are prompted to restart the server, click the Restart Now button to complete the installation. Verify AD DS installation on the additional do

main control ler

Note: domain controller for the after installing the AD to DS, take upWhen to 15the minutes or even moreisinrestarted some cases forfirst thetime Active Directory database getit may fully

populated and integrated with all the directory services. Be aware that during this time period Active Directory will be in a transient state and some of the tests described below might not yield the correct result. It is recommended to wait until the Active Directory is fully initialized before running these tests. Review the eve nt log for any errors

1. Click Start -> Server Manager . 2. On the left pane, navigate to the Server Manager - > D iagno stic s -> Event Viewer -> page and review the Custom Views -> Server Roles -> Active Directory Domain Services log entries for any errors. Note: Pay particular attention to the presence of Event ID 1394. This is the indication that Active

Directory database had been fully initialized. 3. On the left pane, navigate to the Server Manager -> D iagno stic s -> Event Viewer -> Custom Views -> Server Roles -> DNS S erver page and review the log entries for any errors. Note: Pay particular attention to the presence of Event ID 4502. Two 4502 events will be

logged; one for successfully loading the DomainDnsZones and another for successfully loading the ForestDnsZones. This is the indication that DNS had finished loading all the zones and fully integrated with Active Directory database. Run the domain controll er diagnostic test, and then resolve a

ny errors

1. Open a command prompt and run the command dcdiag or dcdiag /v for more detailed diagnostic information. Note: A pair of error messages indicating that NT AUTHORITY\ENTERPRISE DOMAIN

CONTROLLERS doesn’t have access rights for the naming context … might be displayed under the NCSecDesc test category. This is an expected behavior and you can safely ignore it. Verify th e placeme nt of g lobal catalog (G C) in this domain con troller

1. Open a command prompt and run the command nltest /dsgetdc: 2. In the Flags: line of the output, if GC appears, then this domain controller is a global catalog (GC) server.

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5.9 To restore your domain controller Check th e status of t he SYSVOL and NETLOGON shares

1. Open a command prompt and run the command net share. 2. Check the list to make sure that it includes NETLOGON – %systemroot%\SYSVOL\sysvol\\SCRIPTS SYSVOL – %systemroot%\SYSVOL\sysvol 3. Verify that proper permissions are set for SYSVOL and NETLOGON shares Open a command prompt and run the command dcdiag /test:netlogons. Look for the message that states passed test NetLogons. Verify Ac tive Dire ctory r eplication, and then resolve any errors

1. Open a command prompt and run the command dcdiag /test:replications or dcdiag /test:replications /v for more detailed replication information. Verify DNS Server Configuration

1. Click Start -> Server Manager . 2. On the left pane, navigate to the Server Man ager -> Roles -> DNS Server -> DNS -> -> Forward Look up Zones page. 3. Verify that the _msdcs. and zones are created. 4. Expand the node to verify that the DomainDnsZones and ForestDnsZones partition nodes are created. 5. Click on the node and verify that Host (A), and Name Server (NS) resource records are present for this domain controller. Verify DNS Client Setting s

1. Click Start -> Server Manager . 2. Click the View Network Connection s link. 3. Right-click the connection that represents the active connection that the domain controller uses, and then click Properties . 4. Click Internet Prot oco l Version 4 (TCP/IPv4) , and then click Properties . 5. Verify that Use the following DNS server addresses is selected. 6. Click the Advan ced button and select the DNS tab . 7. Verify that the local host IP address 127.0.0.1 is added to the DNS servers list. Reconfigu re the DN S client settings on

all domain con trollers

1. Click Start ->Server Manager . 2. Click the View Network Connections link. 3. Right-click the connection that represents the active connection that the domain controller uses, and then click Properties . 4. Click Internet Prot oco l Versio n 4 (TCP/IPv4) , and then click Properties . 5. Click the Ad vanced button and select the DNS tab .

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5.9 To restore your domain controller 6. Move the local host address 127.0.0.1 in the DNS server address, in order of use list to the top. Note: The IP address at the top of the list will be automatically designated as the Preferred DNS

server. All the other IP addresses will be designated as the Alternate DNS server and will be used, in the specified order, if the preferred DNS server cannot be reached. 7. Determine whether the 2nd IP address in the list points to the closest DNS server. If not, reconfigure this IP address to the domain controller IP address that is closest to this domain controller. Note: A closest DNS server is the one that can be connected through the minimum number of

network segments. 8. Add other previously deployed domain controllers IP addresses to the list of Alternate DNS server in such a way that the 3rd IP address points to the next closest domain controller than the 2nd, 4th IP address points to the next closest domain controller that the 3rd, etc. 9. Click Ok , Click Ok , and then Click Close . Reconfigu re DNS client setting on other domain co ntrollers

Reconfigure DNS client setting on all the other previously deployed domain controllers to include this domain controller IP address in its Alternate DNS server list.

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S

ECTION

6

Installing and Configuri Wind ows 7 machi ne

ng d rivers for an Ova tion

IN THIS SECTION To configure network connections on a Windows 7 machine.........................................117 To configure the onboard NIC for Ovation network connectivity on a Windows 7 machine117 To configure the add-on NIC for redundant Ovation network connectivity on a Windows 7 machine........................................................................................................................... 118 To install the OHI driver (needed for systems without an Adaptec 62022 or 64022LV dual-port NIC) on a Windows 7 machine........................................................................................ 118 To configure the OHI driver on a Windows 7 machine ...................................................119 To verify the driver installation a Windows 7 machine ....................................................119 To install a LinkSys NIC driver for non-Ovation network connectivity a Windows 7 machine ........................................................................................................................................ 120 To update the Adaptec dual-port NIC drivers (needed for redundant Ovation network connectivity where an Adaptec 62022 or 64022LV dual-port NIC is used) a Windows 7 machine ........................................................................................................................................ 120 To configure Adaptec driver(s) a Windows 7 machine ...................................................121

6. 1

To conf igur e network connections on

a Windows 7

machine

To learn more about Fast Ethernet drivers, refer to Fast Ethernet Drivers (see page 130). If you have more than one Network Interface Card (NIC) in your station, you must position the NIC that connects to the Ovation Network correctly in the network connection list. 1. Select Start -> C ontr ol Panel -> N etwork and Sharing Center -> C hange Ad apter Settings.

2. There is a list of current network connections in the Connections section. Use the arrows to move the network connection that is connected to the Ovation network to the top of the list. Note: If you have redundant Adaptec connections, move the primary Adaptec connection to the

top of the list and position the backup Adaptec connection under the primary connection.

6. 2

To conf igur e the onboard NI C for Ova tion ne twor k conn ectivit y on a Windows 7 ma chin e 1. Select Start -> C ontr ol Panel ->N etwork and Sharing Center -> Manage N etwork Connections . 2. A View your Active Network list appears. Click on the Local Area Connection with the onboard NIC and select the Properties button.

associated

3. The Onboard NIC Properties window appears. Select the Internet Protoc ol (TCP/IP) and the Internet Protocol Properties window appears. Select the Properties button.

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6.3 To configure the add-on NIC for redundant Ovation network connectivity on a Windows 7 machine 4. Select Use the following IP address and enter the appropriate IP address. 5. Enter the Subnet mask (the Default gateway may be needed for some systems). 6. Enter the IP addr ess of the domain controller in the Preferred DNS Server entry field. 7. In the Local Area Connection Properties window, select Close . 8. A Local Network dialog box opens asking you if you would like to reboot the machine. Choose Yes . 9. Select Start -> Control Panel -> Network and Sharing Center . 10. Locate and double-click on the Local A rea Network (LAN) C onnection that the PC will use to interface to the Ovation system. The Local Area Connection Status window appears. a) The Onboard NIC Properties window appears. b) Locate the Connect using box. Make sure the NIC displayed in the box is the NIC you want to configure. c) Select Configure. The Properties window for the selected NIC card appears. 11. Select the Advan ced tab in the Properties window for the selected NIC card. a) Note the list of configurable properties that can be changed for the NIC card. b) Select the property that defines the speed of the data rate between the PC and Ovation. This property is typically identified as Speed, Duplex, or Media. c) Select 100 Mb Full . On a Windows 7 system, you need to upgrade the Intel driver. d) Select Ok. 12. You may choose to rename the Local Area Connection. Right-click on Network Connection and select Rename . Enter a new name for example, Ovation Network Connection 1.

6. 3

To conf igur e the add-on NI C for re dundant O vation ne twor k connectivity o

n a Windows 7 machine

1. Select Start -> C ontr ol Panel -> N etwork and Sharing Center . 2. Click on the Local Area Connection

associated with the add-on NIC and choose Properties -> Conf igu re -> Advanced -> Spee d and Dup lex . In the Value field choose 100 TX Ful l Duplex . Click Ok .

3. You may choose to rename the Local Area Connection. Right-click on Network Connection and select Rename . Enter a new name, for example Ovation Network Connection 2.

6. 4

To ins tall the OH I driv er (ne ede d for systems without an Adaptec 620 22 or 640 22LV dual-por t NIC ) on a Wind ows 7 machi ne 1. Choose Start -> C ontr ol Panel -> Network and Sharin g Center. 2. Choose Change Ad vanced Sharing Settings

.

3. Adjust the connection binding order by making sure that the local area connection associated with the onboard NIC is first in the list, the local area connection associated with the add-on NIC is second in the list, and all additional connections appear below them. 4. Reboot the computer. 5. Typically, the OHI driver is stored on the Ovation CD or DVD, D:\Ethernet\ohi . Right-click on the Local Area Connection icon in the Network Control Panel and choose Properties .

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6.5 To configure the OHI driver on a Windows 7 machine 6. Select Install.

A Select Network Component Type window appears.

7. Select Service and click Add . A Select Network Service window appears. Do not be concerned if the protocols listed in the Network Service box differ on your system. Choose Have Disk . 8. An Install from Disk window appears. In the text entry area, enter the complete path to the OHI installation software directory. Typically, this is D:\Ethernet\ohi. Click Ok. 9. A Select Network Service window appears. Select the Ovation Hig hway Int erface (OH I) Driver from the list. Choose Ok . 10. The installation may pause for a few minutes. A Software Installation warning windows appears. This is a warning that the OHI miniport module lacks a digital signature. Click the Continue Anyway button. 11. If a Clear Registry Entries window appears, click Ok . A Local Network dialog box opens asking you if you would like to reboot the machine. Choose Yes .

6. 5

To conf igur e the OH I dri ver on a Windows 7

machine

1. Select Start -> C ont rol Panel -> Ne twor k and Int ernet -> N etwork and Sharing Center -> Manage Network Connections . 2. Click on the Loc al Area C onnection associated with the onboard NIC and choose the Properties button. A Local Area Connection Properties window appears. 3. Select the Ovation Highway Int erface (OH I) Driver and click Properties. 4. A Local Area Network dialog box opens asking you if you would like to reboot the machine. Choose No . 5. Click on the Local Area Connection Properties .

associated with the add-on NIC icon and select

6. A Local Area Connection Properties window appears. Select the Ovation Highway Interfact (OHI) Driver and click Ok . 7. A Local Network dialog box opens asking you if you would like to reboot the machine. Choose Yes .

6. 6

To verify the

driv er inst allation

a Windows 7

machine

1. After the machine reboots, open the Network Control Panel as described in To Install the OHI Driver (see page 131). 2. Click on the Local Area Connection icon (for one of the two NICs bound to the OHI group) and select Properties . A Local Area Connection Properties window appears. 3. Highlight the Ovation Highway Int erface (OH I) Driver and choose Properties . 4. An Ovation Highway Interface (OHI) Driver Properties window appears. A properly configured driver shows the PERM and CURR addresses of the Primary NIC are the same and the CURR address of the Secondary NIC also matches. The word ACTIVE appears in the Primary status box and INACTIVE appears in the Secondary status box. This indicates that the Primary port is attached to a switch and that the Secondary port is not. Once the Secondary port has been connected to a switch and the UPDATE button has been pressed, the string ACTIVE appears.

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6.7 To install a LinkSys NIC driver for non-Ovation network connectivity a Windows 7 machine

Note: It is necessary to press the Update button to redisplay the status message.

6. 7

To inst all a Link Sys NI C dri ver for non-O vation connectivity a Windows 7 machine

network

1. Turn off the computer. Install the additional Ethernet card and reboot the machine. 2. A notification appears indicating that the new NIC hardware has been found. 3. Select Start -> C ontr ol Panel -> N etwork and Sharing Center . Verify that a new Local Ar ea Connec ti on has been added. 4. Select Start -> Settings -> Network Connections -> Open.

5. Right click on the local area connection associated with the LinkSys NIC and choose Properties -> Configure -> Driver -> Update Driver . 6. Select No, not at this time . Choose Next . 7. Choose Install from a list or sp ecific location (Advanced) 8. Choose Don't search , I will choose the driver to ins

. Click Next .

tall . Click Next .

9. Choose Have Disk . 10. Choose D:\Ethernet\LinkSys\Neat983.INC . Click Open . 11. Click Ok -> Next -> Continue Anyway -> Finish -> Close . 12. Restart the machine. To verify that the driver was installed properly:

1. Choose Start -> Settings -> Network and Sharing Center . 2. Right-click on ADMire Devic e (Local Ar ea Connec ti on 2) and choose Properties -> Configure -> Driver . 3. Verify that the following appears. Driver Provider : ADMire Incorporated Driver Version: 2.21.418.2003 Driver Date: 4/18/2003

6. 8

To update the Adaptec dual-port N IC driv ers (nee ded for redundant Ovation n etwork c onnectiv ity w here a n Adaptec 620 or 6402 2LV dual-por t NIC is u sed) a Windo ws 7 machi ne

22

Ovation requires the installation of additional drivers that are provided on the Ovation DVD. Use the following procedure to update the drivers that were provided with Windows 7. 1. Insert the Ovation DVD at the computer where the driver is to be installed. 2. Select Start -> C ontr ol Panel -> Administ rative T ools -> Computer Management . 3. The Computer Management window opens. Click on the Device Manager . 4. Select the Network adapters . 5. Select the first Adaptec adapte r on the list.

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6.9 To configure Adaptec driver(s) a Windows 7 machine 6. Right-click on the adapter and select Properties . 7. The Adapter Properties window appears. Select the Driver tab. 8. Select Update Driver. 9. The Hardware Update Wizard appears. a) Select Install from a list or specific

location (Advanced)

. Select Next .

b) Select Don’t search, I will ch oose the driver to install. Select Next . c) Select Have Disk . Browse the DVD drive using the path: Ethernet -> Adapter -> WIN2000 .

d) Select and then make the foll owing selections at the prompts. OK -> Next -> -> Close. Finish Open e) Repeat this procedure on the second Adaptec adapter. Note: If a “Digital Signature Not Found” message appears, select Yes to continue the

installation. After the drivers are updated, configure them as needed (see page 134).

6. 9

To conf igur e Adaptec

driv er(s) a Windows 7

machine

1. Select Start -> C ontr ol Panel -> Other Contro l Panel O ptio ns -> Adaptec Duratio n . 2. The Duration64 window appears. Select the Configuration tab. a) Enter Group1 in the Group(s) entry field. b) Under Link Aggregation Type, select Adapt ec's Fail Over . c) Under Properties, select Connection Types . d) Under Available Adapter Ports, select ADAPTS1. e) Under Values, select 100 Mba TX/Full Duplex . f)

Click the Add button and ADAPTS1 appears in the Group Ports list.

g) Under Available Adapter Ports, select ADAPTS1. h) Under Values, select 100 Mba TX/Full Duplex . i)


j)

Select OK.

Note: Use the Status tab in the Duration window to monitor the Adaptec drivers and to

determine which driver is the primary (P) Adaptec driver. 3. Select Start -> Contro l Panel - > Networ k and Sharin g Center. 4. A list appears. Right-click on the first Adaptec adapte r connector and select Properties. 5. The Local Area Connection Properties window appears. Select Internet Protoc ol (TCP/IP) and then Properties. Select OK. 6. Select Use the following IP address and enter the appropriate IP address. Sel ect OK. 7. Enter the Subnet mask (the Default gateway may be needed for some systems). Select OK. 8. Enter the IP addres s of the domain controller in the Preferred DNS Server entry field. However, if this drop is the domain controller, enter 127.0.0.1.

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6.9 To configure Adaptec driver(s) a Windows 7 machine

Note: Contact your system administrator for the appropriate IP address and Subnet mask

values. 9. Repeat Steps 4 - 8 for the second adapter, using the same addresses for the second adapter as you used for the first adapter. 10. Typically, you should receive an error message regarding the multiple use of the IP address. You will be prompted to change the address. Select NO, you do not want to change the address. 11. Select OK and then Close.

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S

ECTION

7

Installing and confi gurin g dri vers for an O vation Windo ws 2008 Serv er machi ne

IN THIS SECTION To configure network connections on a Windows 2008 server machine........................123 To configure the onboard NIC for Ovation network connectivity on a Windows 2008 server machine........................................................................................................................... 123 To configure the add-on NIC for redundant Ovation network connectivity on a Windows 2008 server machine................................................................................................................ 124 To install the OHI driver (needed for systems without an Adaptec 62022 or 64022LV dual-port NIC) on a Windows 2008 server machine ......................................................................125 To configure the OHI driver on a Windows 2008 Server machine..................................125 To verify the driver installation on a Windows 2008 server machine..............................125 To install a LinkSys NIC driver for non-Ovation network connectivity on a Windows 2008 server machine........................................................................................................................... 126 To update the Adaptec dual-port NIC drivers (needed for redundant Ovation network connectivity where an Adaptec 62022 or 64022LV dual-port NIC is used) for a Windows 2008 server machine................................................................................................................ 126 To configure Adaptec driver(s) for a Windows 2008 server machine .............................127

7. 1

To conf igur e network connection

s on a Window s 20 08 server

machine To learn more about Fast Ethernet drivers, refer to Fast Ethernet Drivers (see page 130). If you have more than one Network Interface Card (NIC) in your station, you must position the NIC that connects to the Ovation Network correctly in the network connection list. 1. Select Start -> S etting s -> Control Panel -> Network and Sharing Center -> Change Ad apt er Setti ng s.

2. There is a list of current network connections in the Connections section. Use the arrows to move the network connection that is connected to the Ovation network to the top of the list. Note: If you have redundant Adaptec connections, move the primary Adaptec connection to the


7. 2

To conf igur e the onboard on a Windo

NI C for Ova tion ne twor k conn ectivit y

ws 20 08 se rver m achine

1. Select Start -> S etting s -> Control Panel ->Network and Sharing Center -> Manage Network Connection s .

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7.3 To configure the add-on NIC for redundant Ovation network connectivity on a Windows 2008 server machine 2. A View your Active Network list appears. Click on the Local Area Connection with the onboard NIC and select the Properties button.

associated

3. The Onboard NIC Properties window appears. Select the Internet Protoc ol (TCP/IP) and the Internet Protocol Properties window appears. Select the Properties button. 4. Select Use the following IP address and enter the appropriate IP address. 5. Enter the Subnet mask (the Default gateway may be needed for some systems). 6. Enter the IP addres s of the domain controller in the Preferred DNS Server entry field. 7. In the Local Area Connection Properties window, select Close . 8. A Local Network dialog box opens asking you if you would like to reboot the machine. Choose Yes . 9. Select Start -> S etting s -> Control Panel -> Network and Sharing Center .

10. Locate and double-click on the Local Area Network (LAN) Connection that the PC will use to interface to the Ovation system. Click on View Status . The Local Area Connection Status window appears. a) The Onboard NIC Properties window appears. b) Locate the Connect using box. Make sure the NIC displayed in the box is the NIC you want to configure. c) Select Configure. The Properties window for the selected NIC card appears. 11. Select the Advan ced tab in the Properties window for the selected NIC card. a) Note the list of configurable properties that can be changed for the NIC card. b) Select the property that defines the speed of the data rate between the PC and Ovation. This property is typically identified as Speed, Duplex, or Media. c) Select 100 Mb Full . On a Windows 7 system, you need to upgrade the Intel driver. d) Select Ok. 12. You may choose to rename the Local Area Connection. Right-click on Network Connection and select Rename . Enter a new name for example, Ovation Network Connection 1.

7. 3

To conf igur e the add-on NI C for re dundant O vation ne twor k conn ectivi ty on a Windows 200 8 se rver machin e 1. Select Start -> S etting s -> Control Panel -> Network and Sharing Center . 2. Click on the Local Area Connection

associated with the add-on NIC and choose Properties -> Conf igu re -> Advanced -> Spee d and Dup lex . In the Value field choose 100 TX Ful l Duplex . Click Ok .

3. Right-click on the Local Area Connection defined in Step 2 and choose Properties. A Local Area Connection Properties window appears. 4. If any check boxes are selected in the General tab, uncheck them. Click Ok to dismiss the window. 5. You may choose to rename the Local Area Connection. Right-click on Network Connection and select Rename . Enter a new name, for example Ovation Network Connection 2.

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7.4 To install the OHI driver (needed for systems without an Adaptec 62022 or 64022LV dual-port NIC) on a Windows 2008 server machine

7. 4

To inst all the OH I driv er (nee ded for systems with out a n Adaptec 620 22 or 6402 2LV dual-po rt NIC ) on a Win dow s 2008 server machine 1. Choose Start -> S etting s -> Cont rol Panel -> N etwork an d Sharing Center. 2. Typically, the OHI driver is stored on the Ovation DVD, D:\Ethernet\ohi . Click on View Status . Choose Properties . 3. Select Install.


4. Select Service and click Add . A Select Network Service window appears. Do not be concerned if the protocols listed in the Network Service box differ on your system. Choose Have Disk . 5. An Install from Disk window appears. In the text entry area, enter the complete path to the OHI installation software directory. Typically, this is D:\Ethernet\ohi. Click Ok. 6. A Select Network Service window appears. Select the Ovation Hig hway Int erface (OH I) Driver from the list. Choose Ok . 7. The installation may pause for a few minutes. A Software Installation warning windows appears. This is a warning that the OHI miniport module lacks a digital signature. Click the Continue Anyway button. 8. If a Clear Registry Entries window appears, click Ok . A Local Network dialog box opens asking you if you would like to reboot the machine. Choose Yes .

7. 5

To conf igur e the OH I dri ver on a Windows 20 08 Se rver ma chin e 1. Select Start -> S etting s -> Control Panel -> Network and Sharing Center -> Ma nage Network Connection s . Ar eaappears. Connection 2. Connection Double-clickProperties on the Local with the onboard NIC. A Local Area window Clickassociated the Properties button.

3. Select the Ovation Highway Int erface (OH I) Driver and click Properties. 4. Click on the Local Area Connection Properties .



7. 6

To verify the machine

driv er inst allation on

a Windows 2 00 8 server

1. After the machine reboots, open the Network Control Panel as described in To Install the OHI Driver (see page 131). 2. Click on the Local Area Connection

icon (for one of the two NICs bound to the OHI group)

Properties

and select . A Local Area Connection Properties window appears. 3. Highlight the Ovation Highway Int erface (OH I) Driver and choose Properties .

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7.7 To install a LinkSys NIC driver for non-Ovation network connectivity on a Windows 2008 server machine 4. An Ovation Highway Interface (OHI) Driver Properties window appears. A properly configured driver shows the PERM and CURR addresses of the Primary NIC are the same and the CURR address of the Secondary NIC also matches. The word ACTIVE appears in the Primary status box and INACTIVE appears in the Secondary status box. This indicates that the Primary port is attached to a switch and that the Secondary port is not. Once the Secondary port has been connected to a switch and the UPDATE button has been pressed, the string ACTIVE appears. Note: It is necessary to press the Update button to redisplay the status message.

7. 7

To inst all a Link Sys NI C dri ver for non-O vation conn ectivi ty on a Windows 200 8 se rver machin

network e

1. Turn off the computer. Install the additional Ethernet card and reboot the machine. 2. A notification appears indicating that the new NIC hardware has been found. 3. Select Start -> S etting s -> Control Panel -> Network and Sharing Center . Verify that a new Local Area Connection has been added. 4. Select Start -> Settings -> Network Connections -> Open. 5. Click on the local area connection LinkSys NIC, -> Update Driver .

choose Properties -> Configure -> Driver

6. Select No, not at this time . Choose Next . 7. Choose Install from a list or sp ecific location (Advanced) 8. Choose Don't search , I will choose the driver to ins

. Click Next .

tall . Click Next .

9. Choose Have Disk . 10. Choose D:\Ethernet\LinkSys\Neat983.INC . Click Open . 11. Click Ok -> Next -> Continue Anyway -> Finish -> Close . 12. Restart the machine. To verify that the driver was installed properly:

1. Choose Start -> Settings -> Network and Sharing Center . 2. Right-click on ADMire Devi ce (Loc al Area Connect ion 2) and choose Properties -> Configure -> Driver . 3. Verify that the following appears. Driver Provider : ADMire Incorporated Driver Version: 2.21.418.2003 Driver Date: 4/18/2003

7. 8

To update the Adaptec dual-port N IC driv ers (nee ded for redundant Ovation n etwork c onnectiv ity w here a n Adaptec 620 or 6402 2LV dual-por t NIC is u sed) for a Windo ws 2008 server

22

machine Ovation requires the installation of additional drivers that are provided on the Ovation DVD. 1. Insert the Ovation DVD at the computer where the driver is to be installed.

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7.9 To configure Adaptec driver(s) for a Windows 2008 server machine 2. Select Start -> S etting s -> Control Panel -> Administ rative T ools -> Computer Management . 3. The Computer Management window opens. Click on the Device Manager . 4. Select the Network adapters . 5. Select the first Adaptec adapte r on the list. 6. Right-click on the adapter and select Properties . 7. The Adapter Properties window appears. Select the Driver tab. 8. Select Update Driver. 9. The Hardware Update Wizard appears. a) Select Install from a list or specific

location (Advanced)

. Select Next .


d) Select Open and then make the foll owing selections at the prompts. OK -> Next -> Finish -> Close. e) Repeat this procedure on the second Adaptec adapter. Note: If a “Digital Signature Not Found” message appears, select Yes to continue the


7. 9

To conf igur e Adaptec machine

driv er(s) for a Windows 2 00 8 server

1. Select Start -> S etting s -> Cont rol Panel -> O ther Contr ol Panel Option s -> Adaptec Duration . 2. The Duration64 window appears. Select the Configuration tab. a) Enter Group1 in the Group(s) entry field. b) Under Link Aggregation Type, select Adapt ec's Fail Over . c) Under Properties, select Connection Types . d) Under Available Adapter Ports, select ADAPTS1. e) Under Values, select 100 Mba TX/Full Duplex . f)


g) Under Available Adapter Ports, select ADAPTS1. h) Under Values, select 100 Mba TX/Full Duplex . i)


j)

Select OK.


determine which driver is the primary (P) Adaptec driver. 3. Select Start -> Settings -> Cont rol Panel -> N etwork and Sharing Center.

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7.9 To configure Adaptec driver(s) for a Windows 2008 server machine 4. A list appears. Click on the first Adaptec adapte r connector and select Properties. 5. The Local Area Connection Properties window appears. Select Internet Protoc ol (TCP/IP) and then Properties. Select OK. 6. Select Use the following IP address and enter the appropriate IP address. Sel ect OK. 7. Enter the Subnet mask (the Default gateway may be needed for some systems). Select OK. 8. Enter the IP addres s of the domain controller in the Preferred DNS Server entry field. However, if this drop is the domain controller, enter 127.0.0.1. Note: Contact your system administrator for the appropriate IP address and Subnet mask


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ECTION

8

Installing and con figur ing drivers for an Ova tion XP machine

IN THIS SECTION To configure network connections on a Windows XP machine ......................................129 What are Fast Ethernet drivers? ..................................................................................... 130

8. 1

To conf igur e network connections on

a Windows X P machine

If you have more than one Network Interface Card (NIC) in your station, you must position the NIC that connects to the Ovation Network correctly in the network connection list. 1. Select Start -> C ont rol Panel -> N etwork and Internet Connect ions -> Network Connections . The Network Connections window appears. 2. Select the Advan ced menu in the Network Connections window. 3. Select Ad vanced Settin gs . The Advanced Settings window appears. 4. Select the Adapt or s an d B indi ng s tab. 5. There is a list of current network connections in the Connections section. Use the arrows to move the network connection that is connected to the Ovation network to the top of the list. Note: If you have redundant Adaptec connections, move the primary Adaptec connection to the


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8.2 What are Fast Ethernet drivers?

8.2

What are Fast Ethernet

dri vers ?

Ethernet is a high-speed data transmission network standard that may use high-speed fiber-optic cable, switches, and dual-channel network cards to transmit data between network nodes. Standard Ethernet transmits data at 10 megabits per second. Ovation requires faster communication, and therefore, uses Fast Ethernet for its network standard. Fast Ethernet transmits data at 100 megabits per second. Ovation uses a pair of Ethernet networks to supply redundant connection points for each drop. A station can be connected to the two switches via a dual-ported Ethernet card. A card (such as an Adaptec 62022 or 64022LV) provides a station with dual network connections. Thus, one network failure does not disrupt communication. An alternative to the dual port Adaptec card is a setup of two single port Broadcom cards using OHI drivers for redundancy. If a station does not require redundancy, then the station needs a single-ported Ethernet card, such as a Broadcom. This card is typically pre-loaded on the drop with the driver already installed. See To Configure the Onboard NIC or Local Area Connection (LAN) (see page 130) for more information. If a station needs an additional third connection, then the station will use both types of Ethernet cards:  

Dual Adaptec card or two Broadcom cards for Ovation network communication. Single-ported Broadcom.

The preferred third card is Broadcom, which uses a PCI-express connection; see Configuring the Add-on Onboard NIC or Local Area Connection 2 (see page 131) for more information. The Ethernet cards require drivers and the following sections provide instructions for installing the drivers currently supported for Ovation Fast Ethernet systems. If another driver type is used, follow the directions provided with the driver. CAUTION: Install Network Interface Cards and complete TCP/IP configuration PRIOR to any OHI installation. Do NOT rename or reconfigure network connections after OHI is fully installed

and configured.

8. 2.1 To configur machine

e the onboard NI

C for Ovation network co

nnectivi ty on an X P

1. Select Start -> C ont rol Panel -> N etwork and Internet Connect ions -> Network Connections . 2. A list appears. Right-click on the Local Area Connection and select Properties.

associated with the onboard NIC

3. The Local Area Connection Properties window appears. Select Internet Protoc ol (TCP/IP) and then Properties. Select OK. 4. Select Use the following IP address and enter the appropriate IP address. 5. Enter the Subnet mask (the Default gateway may be needed for some systems). 6. Enter the IP address of the domain controller in the Preferred DNS Server entry field. 7. In the Local Area Connection Properties window, select Close . 8. A Local Network dialog box opens asking you if you would like to reboot the machine. Choose Yes .

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8.2 What are Fast Ethernet drivers? 9. Select Start -> Control Panel -> Network Connection s . 10. Locate and double-click on the Local A rea Network (LAN) C onnection that the PC will use to interface to the Ovation system. The Local Area Connection Status window appears. a) Access the General tab. b) Select Properties. The Local Area Connections Properties window appears. 11. Access the General tab in the Local Area Connections Properties window. a) Locate the Connect using box. Make sure the NIC displayed in the box is the NIC you want to configure. b) Select Configure. The Properties window for the selected NIC card appears. 12. Select the Advan ced tab in the Properties window for the selected NIC card. a) Note the list of configurable properties that can be changed for the NIC card. b) Select the property that defines the speed of the data rate between the PC and Ovation. This property is typically identified as Speed, Duplex, or Media. The default setting is normally Auto-Negociate. c) Select 100 Mb Full . d) Select Ok. 13. You may choose to rename the Local Area Connection. Right-click on Network Connection and select Rename . Enter a new name for example, Ovation Network Connection 1.

8. 2.2 To conf igure the add-on NIC for redundant Ova an XP machi ne

tion networ

k connectiv ity on

1. Select Start -> C ont rol Panel -> N etwork and Internet Connect ions -> Network Connections . 2. Right-click on the Local Area Connection

associated with the add-on NIC and choose

Properti es -> Config ure -> Advanced -> M edia Type . In the Value field choose 100 TX Full Duplex . Click Ok .

3. Right-click on the Local Area Connection defined in Step 2 and choose Properties. A Local Area Connection Properties window appears. 4. If any check boxes are selected in the General tab, uncheck them. Click Ok to dismiss the window. 5. You may choose to rename the Local Area Connection. Right-click on Network Connection and select Rename . Enter a new name, for example Ovation Network Connection 2.

8. 2.3 To install the OHI driver (nee ded for sys tems wit hout an Adaptec 620 640 22LV dual-port NIC) on an XP machi ne

22 or

1. Choose Start -> C ontr ol Panel -> Network and Int ernet Connecti ons -> Network Connections . Choose Advan ced Sett in gs from the Advanced menu. 2. Adjust the connection binding order by making sure that the local area connection associated with the onboard NIC is first in the list, the local area connection associated with the add-on NIC is second in the list, and all additional connections appear below them. 3. Reboot the computer. 4. Typically, the OHI driver is stored on the Ovation CD or DVD, D:\Ethernet\ohi . Right-click on the Local Area Connection icon in the Network Control Panel and choose Properties .

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8.2 What are Fast Ethernet drivers? 5. Select Install.


6. Select Service and click Add . A Select Network Service window appears. Do not be concerned if the protocols listed in the Network Service box differ on your system. Choose Have Disk . 7. An Install from Disk window appears. In the text entry area, enter the complete path to the OHI installation software directory. Typically, this is D:\Ethernet\ohi. Click Ok. 8. A Select Network Service window appears. Select the Ovation Hig hway Int erface (OH I) Driver from the list. Choose Ok . 9. The installation may pause for a few minutes. A Software Installation warning windows appears. This is a warning that the OHI miniport module lacks a digital signature. Click the Continue Anyway button.

Figure 22 : Software installation warnin

g

10. If a Clear Registry Entries window appears, click Ok . A Local Network dialog box opens asking you if you would like to reboot the machine. Choose Yes .

8.2 .4 To co nfi gur e the OH I dri ver on a n XP machi ne 1. Select Start -> C ont rol Panel -> N etwork and Internet Connect ions -> Network Connections . 2. Right-click on the Local A rea Connection associated with the onboard NIC and choose Properties . A Local Area Connection Properties window appears. 3. Select the Ovation Highway Int erface (OH I) Driver and click Ok.

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8.2 What are Fast Ethernet drivers? 4. A Local Area Network dialog box opens asking you if you would like to reboot the machine. Choose No . 5. Right-click on the Local Area Connection Properties .



8. 2.5 To ve rify th e driver inst allation on an

XP machine

1. After the machine reboots, open the Network Control Panel as described in To Install the OHI Driver (see page 131). 2. Right-click on the Local Area Connection icon (for one of the two NICs bound to the OHI group) and select Properties . A Local Area Connection Properties window appears. 3. Highlight the Ovation Highway Int erface (OH I) Driver and choose Properties . 4. An Ovation Highway Interface (OHI) Driver Properties window appears. A properly configured driver shows the PERM and CURR addresses of the Primary NIC are the same and the CURR address of the Secondary NIC also matches. The word ACTIVE appears in the Primary status box and INACTIVE appears in the Secondary status box. This indicates that the Primary port is attached to a switch and that the Secondary port is not. Once the Secondary port has been connected to a switch and the UPDATE button has been pressed, the string ACTIVE appears. Note: It is necessary to press the Update button to redisplay the status message.

8. 2.6 To inst all a LinkSys NIC

driv er for non-Ovation network connecti

vity on an

XP machine 1. Turn off the computer. Install the additional Ethernet card and reboot the machine. 2. A notification appears indicating that the new NIC hardware has been found. 3. Select Start -> C ont rol Panel -> N etwork and Internet Connect ions -> Network Connections . Verify that a new Local Area Connection has been added. 4. Select Start -> Settings -> Network Connections -> Open. 5. Right click on the local area connection associated with the LinkSys NIC and choose Properties -> Configure -> Driver -> Update Driver . 6. Select No, not at this time . Choose Next . 7. Choose Install from a list or sp ecific location (Advanced) 8. Choose Don't search , I will choose the driver to ins

. Click Next .

tall . Click Next .

9. Choose Have Disk . 10. Choose D:\Ethernet\LinkSys\Neat983.INC . Click Open . 11. Click Ok -> Next -> Continue Anyway -> Finish -> Close . 12. Restart the machine.

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8.2 What are Fast Ethernet drivers? To verify that the driver was installed properly:

1. Choose Start -> Settings -> Network Connection s -> Open . 2. Right-click on ADMire Devic e (Local Area Connec ti on 2) and choose Properties -> Configure -> Driver . 3. Verify that the following appears. Driver Provider : ADMire Incorporated Driver Version: 2.21.418.2003 Driver Date: 4/18/2003

8. 2.7 To update the

Adaptec dual-port NIC

network ty used) oncon an XPnectivi machine

drivers (neede

d for redun dant Ovation

where an Adaptec 6 2022 or 64 022LV dual-port NI C is

Windows XP provides default drivers for the adaptec 62022 and 64022LV NIC cards. However, in order to support redundancy, Ovation requires the installation of drivers that are provided on the Ovation DVD. Use the following procedure to update the drivers that were provided with Windows XP or Windows Server 2003: 1. Insert the Ovation DVD at the computer where the driver is to be installed. 2. Select Start -> C ontr ol Panel -> Administ rative T ools -> Computer Management . 3. The Computer Management window opens. Click on the Device Manager . 4. Select the Network adapters . 5. Select the first Adaptec adapte r on the list. 6. Right-click on the adapter and select Properties . 7. The Adapter Properties window appears. Select the Driver tab. 8. Select Update Driver. 9. The Hardware Update Wizard appears. a) Select Install from a list or specific

location (Advanced)

. Select Next .


d) Select Open and then make the foll owing selections at the prompts. OK -> Next -> Finish -> Close. e) Repeat this procedure on the second Adaptec adapter. Note: If a “Digital Signature Not Found” message appears, select Yes to continue the


8. 2.8 To configu re the Adaptec driver(s) on a

n XP machine

1. Select Start -> C ontr ol Panel -> Other Contro l Panel O ptio ns -> Adaptec Duratio n . 2. The Duration64 window appears. Select the Configuration tab.

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8.2 What are Fast Ethernet drivers? a) Enter Group1 in the Group(s) entry field. b) Under Link Aggregation Type, select Adapt ec's Fail Over . c) Under Properties, select Connection Types . d) Under Available Adapter Ports, select ADAPTS1. e) Under Values, select 100 Mba TX/Full Duplex . f)


g) Under Available Adapter Ports, select ADAPTS1. h) Under Values, select 100 Mba TX/Full Duplex . i) j)

Click the Add button and ADAPTS2 appears in the Group Ports list. Select OK.


determine which driver is the primary (P) Adaptec driver. 3. Select Start -> C ont rol Panel -> N etwork and Internet Connect ions -> Network Connections . 4. A list appears. Right-click on the first Adaptec adapte r connector and select Properties. 5. The Local Area Connection Properties window appears. Select Internet Protoc ol (TCP/IP) and then Properties. Select OK. 6. Select Use the following IP address and enter the appropriate IP address. Sel ect OK. 7. Enter the Subnet mask (the Default gateway may be needed for some systems). Select OK. 8. Enter the IP address of the domain controller in the Preferred DNS Server entry field. However, if this drop is the domain controller, enter 127.0.0.1. Note: Contact your system administrator for the appropriate IP address and Subnet mask


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S

ECTION

9

Adding a printer to an Ovation drop

IN THIS SECTION To add a printer to a Windows 7 Ovation machine.........................................................137 To servermachine machine...................................................... .....................................................1 To add add a a printer printer to to a a Windows Windows 2008 XP Ovation 137 38

9. 1

To add a prin ter to a Windows 7

Ova tio n machine

First, connect the printer to your computer following the manufacturer's instructions. Windows will attempt to automatically install the printer. If Windows can not automatically install it, or if you have previously removed the printer and want to add it again, follow these steps: 1. Open Printers by clicking the Start

-> Printers a nd Faxes .

2. Click Add a pri nt er . 3. In the Add Printer Wizard, select Next . Select the Add a loc al pri nt er option. 4. On the Choose a printer port page, make sure that the Use an existing port option button and the recommended printer port are selected, and then click Next . 5. On the Install the printer driver page, select the printer manufacturer and model, and then click Next . Note: If your printer is not listed but you have the manufacturer's installation CD, click Have

disk, and then browse to the folder where the printer driver is stored. For help, refer to the manufacturer's instructions. If you do not have the installation CD, click Windows Update, and then wait while Windows checks for available drivers. 6. Complete the additional steps in the wizard, and then click Finish .

9. 2

To add a prin ter to a Windows 20 08 server machine 1. Click Start -> S etting s -> Control Panel -> Printers . 2. Choose File menu, click on Run as administrator , then choose Add p ri nt er . 3. The Add Printer Wizard appears. Choose Add a l oc al pri nt er. 4. Under Create New Port, select Standard TCP/IP po rt . Select Next . 5. The Add Standard TCP/IP Printer Port Wizard appears. Select Next . 6. Enter the device type. 7. Enter the Hostname or IP address (for example, 132.44.9.110). 8. Enter the Port Name (for example, hptext2). Select Next .

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9.3 To add a printer to a Windows XP Ovation machine 9. The Add Printer Wizard appears. Select from the list. OR

Browse from the Have Disk option and select the path to the desired printer. 10. Select OK and then Next . 11. If desired, change the printer name at this time. Select Next. 12. Select whether you want to designate this printer as your default printer or Share As (hptext2). 13. Select the location of the printer. Select Next . 14. When prompted if you want to print out a test page, select Yes . 15. Select Next and then Finish . 16. Select OK .

9. 3

To add a prin ter to a Windows XP

Ova tion machine

The Ovation system utilizes standard printers that can be easily added to an Ovation drop. You can follow the installation directions provided with your printer or follow the instructions provided by your Windows system. Note: Be sure a printer and its drivers have been installed and configured in your system before

you add it to the drop. To add a printer to your Windows XP Ovation system: 1. At the drop, select Start -> Contro l Panel - > Printers and f axes-> Add Pri nter . 2. The Add Printer Wizard appears. Select Next . 3. Under Local Printer, select Auto mat ic all y detec t . Select Next . 4. Under Create New Port, select Standard TCP/IP port . Select Next . 5. The Add Standard TCP/IP Printer Port Wizard appears. Select Next . 6. Enter the printer name or IP address (for example, 132.44.9.110). 7. Enter the Port Name (for example, hptext2). Select Finish . 8. The Add Printer Wizard appears. Select from the HP list. OR

Browse from the Have Disk option and select the path to the desired printer. 9. Select OK and then Next . 10. If desired, change the printer name at this time. Select Next. 11. Select whether you want to designate this printer as your default printer or Share As (hptext2). 12. Select the location of the printer. Select Next . 13. When prompted if you want to print out a test page, select Yes . 14. Select Next and then Finish . 15. Select OK .

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ECTION

10

Troubl eshooti ng software installa tion

IN THIS SECTION What are some common installation problems?.............................................................139

10 .1 What are some common inst

allation problems?

This table identifies common installation problems, their causes, and what you can do to resolve these issues. Common installation problems P ROBLEM

P OSSIBLE

S OLUTION

Ovation does not start.

Determine if Ovation (see page 139) is running. Check for errors (see page 139) that occurred during the installation. During installation, a download (see page 140) was not performed or a download failed. Verify that the firewall (see page 140) is not causing problems. Verify that the DDB protocols (see page 140) are properly configured.

Ovation Developer Studio cannot connect to the local database.

Ensure that the administrator (see page 141) controls the Ovation power tools service for the server. Determine that the Ovation Developer Studio is properly licensed. (see page 141)

System is showing security related errors.

10.1 .1 To determine if

Ovation is

Check the System Event Viewer (see page 141). Verify that the appropriate messaging queues (see page 141) are present.

runni ng

If Ovation fails to start after it has been installed, determine if Ovation is running. 1. Right-click on the task bar and select Task Manager . 2. Verify that OvationStartup.exe and init_shc.exe are running.

10.1 .2 To check for

errors th at occur red during

the installatio

n

1. Open a Windows Explorer window. 2. Navigate to the Ovation install directory, typically C:\ovation . 3. Navigate to the logs directory. 4. Search the folder corresponding to the date you installed Ovation.

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10.1 What are some common installation problems? 5. Double-click to open the appropriate log files to look for errors. Log files S TANDALONE S ERVER

S ECURITY

D A T A B A S E S ERVER

B A S E S TATION AND S TATION

O PERATOR

SECURITY.INSTALL.ONINS TALL.htm

DATABASE.INSTALL.ONINSTAL L.htm

BASE.INSTALL.ONINSTALL.htm

SECURITY.UPDATE.ONREB OOTED.htm

DATABASE.UPDATE.ONINSTAL L.htm

BASE.UPDATE.ONREBOOTED.htm

DATABASE.UPDATE.ONREBOO TED.htm

STATION.INSTALL.ONREBOOTED. htm

DATABASE. INSTALL.ONREBOOTED.htm

STATION.INSTALL.ONINSTALL.ht m

ORACLE.INSTALL.ONINSTALL.ht m ORACLE.UPDATE.ONREBOOTE d.htm

6. Check for errors and verify that the last log entry is labeled Done.

10.1 .3 To determine if

comm unicatio n has f ailed (load and down

loads)

Ovation may not start if a download was not performed or the download failed during the installation. 1. Verify that ssquery is running on the computer that you want to download the software to. If it is not running, enter the following at the Command Prompt: C: \ ovat i on\ ovat i onbase\ ss quer y. exe 2. Verify that the portsrv process is installed and running on the computer that you want to download the software to. a) Select Start -> Administrative Tools -> Services. Windows Xp or 2008 server system.

This path may be different on an

b) Double-click on NobelNet P ort mapper fo r TCP. c) Change the Startup Type to Au tomat ic . d) Press the Start button. e) Press OK . 3. Try the Download function again. a) If Ovation is not installed, enter the following at the Command Prompt: C: \ ovat i on\ ovat i onbase\ por t i nst . exe r ogui i nst al l aut o t cp b) Reboot the computer.

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10.1 What are some common installation problems? To verify the firewa ll config uration

Verify that the firewall is not causing any problems. 1. On the Database Server machine that you are downloading to, choose Start -> Control Panel -> W ind ows Firewall. This path may be different on a Windows XP or 2008 server system. 2. To test, set the firewall to Off. Choose Ok and download again. 3. If it still fails, it is not a firewall problem. Turn the firewall back on . 4. If the download succeeds, you need to determine what to add to the firewall exception list. Contact your Emerson Customer Service Representative. To verify the D DB Protocol s config uration

Verify that the DDB protocols are properly configured. 1. Select Start -> Control Panel. Right-click on Network Connections path may be different on a Windows XP or 2008 server system.

and select Open. This

2. Select the Network Interface that communicated with your Ovation Network. 3. Select DDB Protocol -> Properties. 4. Verify that there are no zero values in the fields. 5. If there are zero values, go to the database server. Download the drop and reboot the drop.

10.1 .4 If the Ovation Developer S Database Server

tudio does not start and c onnect t o the Loc al

If Ovation does not load or the Developer Studio does not appear after Ovation was installed: 1. Ensure that the Administrator controls the Ovation Power Tools Service for the Server. 2. Select Start -> Administr ative Tools. This path may be different on a Windows XP or 2008 server system. 3. Double-click on the Services icon. The Services window appears. Check to see if OvPtSvr is running. If it is not, perform the following: a) Select OvPtSvr . b) Right-click and select Start . The Ovation Server is now ready to run. 4. Check to determine if the Developer Studio is properly licensed. (See Ovation Developer Studio User Guide.)

10.1 .5 Examples of

securit y relate d erro rs

To verify that the HMI is logging on to the domain: 1. Select Start -> Adm inis trative Tools -> Event Viewer . This path may be different on a Windows XP or 2008 server system. 2. Scan the Application, Security, and System logs for errors related to DNS. 3. Verify DNS settings for the network card connected to the Ovation network. 4. Select Start -> Run -> cmd.exe .

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10.1 What are some common installation problems? 5. Type ipconfig /all 6. A list appears for each card. Scan to the card connected to the Ovation network. Verify that the DNS servers are set to the primary domain Controller and optionally, to the redundant domain controller. 7. If the DNS Server is set incorrectly, refer to Installing a Redundant DNS (Domain Name Service) Server. To verify the presence of appropriate messaging queues:

1. On the primary Domain Controller, select Start -> Admini strative Tools -> Computer Management .This path may be different on a Windows XP or 2008 server system. cations item. Verify that there is a Messaging Queueing item in the 2. tree. OpenIfthe so, Services open andAppli choose Public Queue .

3. If the drop is a Base Station, Operator Station, or Database Server, verify that you have an Ovation item. If the drop is a Primary Domain Controller, verify that you have the ovrecvadmin and ovsyncadmin items. 4. If you do not have these items, re-install Ovation.

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Index A

drop types • 2 Drop types • 10

Adding a printer to an Ovation drop • 135

F

B

Fast Ethernet drivers • 128 Fingerprint Authentication Software (optional) • 47

back up your domain controller • 94 Backing up and restoring • 2, 87 backup and restore operations • 88 backup the database files • 92 Backup/Restore program configuration • 89 Backup/Restore Program functions • 88 Before You Install Foundation Fieldbus and AMS Device Manager • 59 Best practices for installing Ovation system software • 11

C

firewall 139 firewall configuration configuration •for Fieldbus Engineering Server • 84

G Gateway or Fieldbus Engineering Server software on a drop (First Generation Solution ONLY) install • 83 Guidelines to backup your domain controller • 97

Changing and deleting individual scheduled tasks • 91 Check the status of the SYSVOL and NETLOGON shares • 102 Cleanup metadata of the failed domain controller • 107 Configuring additional non-Ovation NIC adapter connections • 85 Configuring AMS Device Manager items for

I

the Windows 7 operating system • 68 Configuring AMS Device Manager items for the Windows Server 2008 operating system • 80 Configuring AMS Device Manager items for the Windows XP operating system • 76 Copyright Notice • 2 Creating an Ovation Database Server • 54 Creating an Ovation Operator Station/Base Station drop • 48 Creating an Ovation Security Server drop • 58 Creating Ovation drops • 48 Criteria for using the restore type • 99

database files backup • 92 DDB Protocols configuration • 139 Domain concept definition • 3

installation problems • 137 Installing and configuring drivers for an Ovation Windows 2008 Server machine • 121 Installing and Configuring drivers for an Ovation Windows 7 machine • 115 Installing and configuring drivers for an Ovation XP machine • 127 Installing and configuring Foundation Fieldbus and AMS Device Manager software • 59 Installing or configuring Windows 2008 Server • 16 Installing or configuring Windows 7 • 38 Installing or configuring Windows Server 2003 • 30 Installing security patches for Windows Server 2003 (mandatory) • 35 Installing software on your Ovation system

Domain controller hardware requirements • 7 Domain controller software requirements • 8 Domain member software requirements • 8 Domain? • 2 drivers install (as needed) • 36

drops • the 13 Windows Service Pack for Installing Windows 2003 Server • 34 Introduction to Ovation software installation manual • 1

D

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If the Ovation Developer Studio does not start and connect to the Local Database Server • 139 Install AD DS on the additional domain controller • 111 install terminal server license server • 37 installation errors • 137

143

Index

J Joining Windows Server 2008 to the Domain • 28

K Knowledge Base • 85

L Licensing the terminal services software • 36

N Non-authoritative restore from backup • 100 Non-authoritative restore of AD DS from backup • 101

O operating system • 15 Ovation security description • 1 Overview of installing and configuring Foundation Fieldbus and AMS Device Manager software • 60

P Partitioning the disks (as needed) • 38 Planning Ovation software installation • 7 Prepare the additional domain controller for AD DS installation • 109 Prepare Windows Server 2008 for joining the domain • 28 Prerequisites before installing and configuring Foundation Fieldbus Device Manager software • 60 and AMS Promoting a Windows 2008 Server to a redundant domain controller • 21 Promoting a Windows Server 2008 to a primary domain controller • 17

R Reconfigure DNS Client setting on all Domain Controllers • 104 Reconfigure the DNS client settings on all domain controllers • 113 Reconfiguring DNS client settings on the domain controller • 28 Reinstall operating system and subsequent restore through replication • 106 Reinstall the operating system and subsequent non-authoritative restore from backup • 104 remove Windows Ovation • Server 10 Restart 2008 in normal mode • 101 Restore AD DS from backup (non-authoritative restore) • 101

144

restore database files • 93 restore your domain controller • 98 restoring database files • 92

S scheduled task change • 92 scheduled task delete • 92 security patches for Windows XP (mandatory) • 47 security related errors • 139 software installation order • 13 Software installation process for Windows-based Ovation systems • 1 Software installation terminology • 4

T

terminal server license server activate • 37 terminal server licenses install • 38 terminal server software install • 36 To add a printer to a Windows 2008 server machine • 135 To add a printer to a Windows 7 Ovation machine • 135 To add a printer to a Windows XP Ovation machine • 136 To configure Adaptec driver(s) a Windows 7 machine • 119 To configure Adaptec driver(s) for a Windows 2008 server machine • 125 To configure network connections on a Windows 2008 server machine • 121 To configure network connections on a machineconnections • 115 ToWindows configure7network on a Windows XP machine • 127 To configure Ovation login users to access AMS Device Manager for the Windows 7 operating system • 73 To configure Ovation login users to access AMS Device Manager for the Windows Server 2008 operating system • 81 To configure Ovation login users to access AMS Device Manager for the Windows XP operating system • 78 To configure the Adaptec driver(s) on an XP machine • 132 To configure the add-on NIC for redundant Ovation network connectivity on a Windows 2008 server machine • 122 To configure the add-on NIC for redundant Ovation network connectivity on a Windows 7 machine • 116 To configure the add-on NIC for redundant Ovation network connectivity on an XP machine • 129 To configure the OHI driver on a Windows 2008 Server machine • 123

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Index To configure the OHI driver on a Windows 7 machine • 117 To configure the OHI driver on an XP machine • 130 To configure the onboard NIC for Ovation network connectivity on a Windows 2008 server machine • 121 To configure the onboard NIC for Ovation network connectivity on a Windows 7 machine • 115 To configure the onboard NIC for Ovation network connectivity on an XP machine • 128 To create an Ovation Database Server • 54 To create an Ovation Operator/Base Station on an XP based system • 50 To create an Ovation Security Server • 58 To create an Ovation/Base Station on a Windows 7 based system • 48 To determine if communication has failed (load and downloads) • 138 To determine if Ovation is running • 137 To determine what Windows 2003 Server Service Pack is installed • 34 To install a LinkSys NIC driver for non-Ovation network connectivity a Windows 7 machine • 118 To install a LinkSys NIC driver for non-Ovation network connectivity on a Windows 2008 server machine • 124 To install a LinkSys NIC driver for non-Ovation network connectivity on an XP machine • 131 To install Fieldbus Module Engineering Tool Client and AMS Device Manager Client software • 65 To install Fieldbus Module Engineering Tool Server and AMS Device Manager Server software • 61 To install the OHI driver (needed for systems without an Adaptec 62022 or 64022LV dual-port NIC) on a Windows 2008 server machine • 123 To install the OHI driver (needed for systems without an Adaptec 62022 or 64022LV dual-port NIC) on a Windows 7 machine • 116 To install the OHI driver (needed for systems without an Adaptec 62022 or 64022LV dual-port NIC) on an XP machine • 129 To install Windows 2003 Server Service Pack 2 • 35

To install Windows XP • 41 To install Windows XP Service Pack 3 • 46 To join the Windows Server 2008 to the domain • 29 To make a computer a domain member on a Windows 7 system • 40 To make a computer a domain member on a Windows XP system • 45 To modify DCOM access permissions on the Windows 7 operating system • 68 To modify DCOM access permissions on the Windows Server 2008 operating system • 80 To modify DCOM access permissions on the Windows XP operating system • 77 To perform a system state backup • 97 To promote a Windows 2008 Server machine to a redundant domain controller • 23 To promote a Windows Server 2008 machine to a primary domain controller • 17 To Reconfigure DNS Client Settings • 29 To update an Ovation Database Server • 58 To update an Ovation Operator Station/Base Station for an XP or Windows 2003 system • 52 To update the Adaptec dual-port NIC drivers (needed for redundant Ovation network connectivity where an Adaptec 62022 or 64022LV dual-port NIC is used) on an XP machine • 132 To update the Adaptec dual-port NIC drivers (needed for redundant Ovation network connectivity where an Adaptec 62022 or 64022LV dual-port NIC is used) a Windows 7 machine • 118 To update the Adaptec dual-port NIC drivers (needed for redundant Ovation network connectivity where an Adaptec 62022 or 64022LV dual-port NIC is used) for a Windows 2008 server machine • 125 To upgrade Oracle Quarterly Critical Patches • 58 To verify the driver installation a Windows 7 machine • 117 To verify the driver installation on a Windows 2008 server machine • 123 To verify the driver installation on an XP machine • 131 To verify the promotion of the primary domain controller • 19

To install Windows 7 • 38 To install Windows Server 2008 operating system • 16 To install Windows Server security patches • 35

To verify the promotion of the redundant domain controller • 26 Troubleshooting software installation • 137

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Index

V Verify Active Directory replication • 102 Verify AD DS installation on the additional domain controller • 112 Verify AD DS restore • 102 Verify that the invocation ID of the Active Directory database has changed • 102

W What are the command line options for system backup? • 94 What are the hardware requirements for a domain member as a Database Server? • 7 What are the hardware requirements for a domain member that is not a Database Server? • 8 What are the licensing requirements for an Ovation Windows-based system? • 9 What are the operating system choices? • 2 What are the software applications? • 2 What is the recommended virus protection for Windows-based Ovation systems? • 47 Why perform system backups? • 87 Why restore the database files? • 92 Windows Server 2003 configuring operating system • 33 Windows Server 2003 operating system • 30 Windows Service Pack for Windows XP (mandatory) • 46 Windows XP • 41 Windows • 44 install • 47 Windows XP XP configuring Security patches Windows XP Service Pack revision • 46

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