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User Guide

Guardian Software Update Delivery Service User Guide April 2013 Page 1 of 44

Guardian Software Update Delivery Service User Guide


This user guide provides step by step instructions on how to install, configure and use the Guardian Software Update Delivery Service.

To locate a sales office near you, visit our website at: www.EmersonProcess.com/DeltaV Or call us at: Asia Pacific: 65.777.8211 Europe, Middle East: 41.41.768.6111 North America, Latin America: +1 800.833.8314 or +1 512.832.3774

For large power, water, and wastewater applications contact Power and Water Solutions at: www.EmersonProcess-powerwater.com Or call us at: Asia Pacific: 65.777.8211 Europe, Middle East, Africa: 48.22.630.2443 North America, Latin America: +1 412.963.4000

Emerson Process Management 2010. All rights reserved. For Emerson Process Management trademarks and service marks, go to: http://www.emersonprocess.com/home/news/resources/marks.pdf. The contents of this publication are presented for informational purposes only, and while every effort has been made to ensure their accuracy, they are not to be construed as warrantees or guarantees, express or implied, regarding the products or services described herein or their use or applicability. All sales are governed by our terms and conditions, which are available on request. We reserve the right to modify or improve the design or specification of such products at any time without notice.

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Contents
1 2 What is Guardian Software Update Delivery Service (GSUDS)? ....................... 3 Minimum System Requirements .......................................................................... 3 2.1 Hardware .............................................................................................................. 3 2.2 Software ............................................................................................................... 3 Installing the GSUDS Applet ................................................................................ 4 Getting Started ...................................................................................................... 8 4.1 Download Folder Configuration ............................................................................ 9 4.2 Adding A User Account ...................................................................................... 10 GSUDS Applet ..................................................................................................... 13 5.1 Downloads ......................................................................................................... 13
5.1.1 Test Connection ..................................................................................................... 14 5.1.2 Download List ......................................................................................................... 15 5.1.3 Download Now ....................................................................................................... 16

3 4

5.2 Configure............................................................................................................ 27
5.2.1 Configured Guardian Users .................................................................................... 27 5.2.2 Download Settings ................................................................................................. 32

5.3 View Logs ........................................................................................................... 33


5.3.1 Installation Help Files ............................................................................................. 34 5.3.2 Applet Logs ............................................................................................................ 35

5.4 Help/Support ...................................................................................................... 39 6 7 8 9 Uninstalling the GSUDS Applet ......................................................................... 40 Restoring the GSUDS Applet ............................................................................. 43 Upgrading the GSUDS Applet ............................................................................ 43 Contact Us ........................................................................................................... 44

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1 What is Guardian Software Update Delivery Service (GSUDS)?


The Guardian Software Update Delivery Service (GSUDS) feature, available to Guardian Support subscribers, provides an automated delivery (either on demand or scheduled) of updates specific to the enrolled system including: DeltaV and AMS Device Manager Hot Fixes Microsoft Operating System Security Updates Text file containing the filename of the latest Symantec Anti Virus Updates tested for DeltaV DeltaV, AMS Device Manager and Ovation Device Install Kits HART, Fieldbus, Profibus and DeviceNet Device Install Kits Text file containing the filename of the latest Wurldtech Perimeter Firewall Rule Updates

An applet installed on a non-DeltaV computer communicates and pulls update files from an Emerson server via the Internet.

TIP: Look for these red check boxes throughout this guide. They identify important notes and useful tips related to
maximizing the value of GSUDS.

Note: Emerson does not provide its end-users with a Symantec Antivirus software license. End-users will need to
purchase this license from Symantec or their authorized distributors.

Note: The GSUDS applet is necessary for the successful implementation of the optional Patch Management service
2 Minimum System Requirements
2.1 Hardware

available for a fee through Advanced Services that allows for deployment of the said updates to the nodes across the DeltaV network.

PC with 300 megahertz or higher processor clock speed recommended; 233 MHz minimum required (single or dual processor system); Intel Pentium/Celeron family, or AMD K6/Athlon/Duron family, or compatible processor recommended128 megabytes (MB) of RAM or higher recommended 1.5 gigabytes (GB) of available hard disk space* Super VGA (800 x 600) or higher-resolution video adapter and monitor Keyboard and Microsoft Mouse or compatible pointing device Internet connection (DSL or higher connection is recommended) * Bigger disk space is required if you choose to store all your downloads locally. 2.2 Software Windows XP with SP3 Windows Installer 3.1 Microsoft .Net 4 Framework

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3 Installing the GSUDS Applet


Follow the step by step procedure (see below) on how to install the GSUDS applet: A. Login to Guardian and locate the Automated Delivery Service tile (Figure 1) on your Dashboard, then click on the Install Application link. This will initiate a l download of the latest version of the applet

Figure 1 Automated Update Delivery Dashboard tile

NOTE: How do you apply for a Guardian account?


Refer to the Guardian Support User Guide located in the Information Center tile of your Dashboard to view the steps on how to apply for a Guardian account. Also in this document, you will find useful information about the different dashboard tiles and how to keep their contents accurate and up-to-date. B. Click on Run when you see the Security Warning window below (Figure 2).

Figure 2 Run the installation file

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C. Verify the publisher (Figure 3) by clicking the Run button again.

Figure 3 Verify publisher

D. Read and accept the Microsoft License Agreement (Figure 4) by clicking the Accept button.

Figure 4 License Agreement

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E. A download progress window (Figure 5) will then be shown.

Figure 5 Download required files

F. The appearance of the .Net License Agreement in Figure 4 means that the required framework is missing and will be installed automatically (Figure 6) if the user accepts the EULA.

Figure 6 .Net Framework installation

Note: If running on Windows 7 SP1 32-bit or Windows Server 2008 SP1 64-bit, an error might be encountered after
installing .NET Framework 4.

If this occurs, simply click on the Install Application link in the Automated Update Delivery tile (Figure 1), or if you opted to save the installation file in Figure 2, simply re-run Setup.exe.

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G. Click on Install button to begin the GSUDS application installation (Figure 7).

Figure 7 Install GSUDS

H. A progress bar (Figure 8) will show the status of the installation process.

Figure 8 GSUDS installation progress bar

I.

The GSUD applet runs automatically after successful installation. It can also be run by going to Start All Programs Emerson Process Management Guardian Software Update Delivery Service.

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Figure 9 GSUDS application

4 Getting Started
Before being able to successfully download the necessary update files for your system, a couple of important tasks need to be completed. As seen in Figure 9 (also shown in Figure 10), the download folder location, where all the updates will be stored, should be identified, and a valid Guardian user should be configured. Figure 10 Prerequisites before using GSUDS

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4.1 Download Folder Configuration Choose the location where the downloaded updates will be saved by selecting the Configure button and then clicking on the Browse button, located in the Download Settings option (Figure 11). Simply browse through your hard drive for your desired location, then click OK.

Figure 11 Configuring the download folder

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4.2 Adding A User Account GSUDS will only work if valid Guardian users are configured within the applet. To do so, click on the Users button in the Configured Guardian Users tab (Figure 11), then select Add New User in the drop down selection (Figure 12).

Figure 12 Add New User

A pop up window (Figure 13) will appear to ask for the username and password that is being used to login to the Guardian website.

Figure 13 Input Guardian Username and Password

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Click on Add User when done. Once the credentials have been verified, a confirmation window will appear (Figure 14).

Figure 14 New User Added

NOTE: What will happen if the credentials are invalid?


A user must have a valid Guardian account in order to use the GSUDS application. If inputs are invalid (wrong username or wrong password), the window in Figure 15 will display. If you forget your password, you may use the Forgot Password utility located in the Guardian login page. You may also contact your local Emerson office for assistance.

Figure 15 Credentials invalid

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The valid user will then appear in the list of Configured Guardian Users (Figure 16).

Figure 16 Configured Guardian Users

NOTE: An important note before downloading:


Ensure that the PC clock is synchronized with the corresponding time zone in the PC where the applet is installed. If the clock is off by 10 minutes or more, the Emerson server will not accept the request from the applet for security reasons.

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5 GSUDS Applet
5.1 Downloads The Downloads page is the main page of the GSUDS Applet. It will show the Installed Version, Last Download Date, Download Folder, Disk Space remaining and the number of configured users who are using the applet (Figure 17).

Figure 17 Downloads Page

TIP: Download Folder Location:


If the download folder label has three dot ellipsis (i.e. download folder location is longer than the space provided), a user can hover on the said download folder path to view the complete path.

NOTE:Why is the Last Download date blank?


A PC with a newly installed GSUDS applet will always reflect a blank Last Download date. A valid date will be displayed in that field if there were already previous successful downloads.

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5.1.1 Test Connection Select the Test Connection button to check if the applet can connect to the Emerson web service. A connection status window will appear to check if connection can be established (Figure 18).

Figure 18 Establishing Connection to Emerson Server

An information window in Figure 19 will appear if connection is successful.

Figure 19 Connection Established

If connection cannot be established, a different window will inform the user of an unsuccessful connection to the Emerson server (see Figure 20).

Figure 20 Connection Failed

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5.1.2 Download List Select the Download List button (Figure 17) to view all the updates that are not yet downloaded and are currently matched to your DeltaV systems and devices based on the latest registration file uploaded to Emerson. If the window in Figure 21 appears after clicking the Download List button, there are no configured users in GSUDS that are identified contacts of any system.

Figure 21 Configured users are not system contacts

NOTE: An important note before downloading:


Downloading using the GSUDS applet can only be done if there is at least one configured user who is an identified contact of a DeltaV system. This contact can be a Software Contact, Safety Contact, Engineering Contact, Engineering SIS Contact, Other Contact, etc. To check the systems where a configured Guardian user is associated to, proceed to section 5.2.1 of this User Guide.

If the correct users are already configured in GSUDS, the list of updates can now be downloaded (Figure 22).

Figure 22 Applet retrieving list of matched updates

Once all updates have been received, a separate window, shown in Figure 23, will display all the necessary updates for the system. The types of updates are separated by tabs located in the upper part of the window.

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Figure 23 Download list window

NOTE: Selection of downloadable updates The user can select the updates you want to download by going to the Configure tab and selecting the Requested Updates drop down list. See Figure 24.

5.1.3 Download Now Select the Download Now link (Figure 17) to download all the updates from the download list. A snapshot of the download window is shown in Figure 25.

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Figure 24 Downloadable updates selection

NOTE: Important note on downloading:


It may take quite a while for the download to finish if run for the first time. The reason for this is because the download list is being compared to the contents of the download folders in your hard drive, which at this point, are empty.

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Figure 25 Downloading status window

NOTE: Important note on failed downloads:


A user may encounter failures in downloading some updates due to several unavoidable reasons, such as slow internet connection, server contention, etc., which the GSUDS applet cannot control. The user just needs to click on the Download Now button again to get these failed updates. ONLY those that failed will be downloaded since the download folders already contain the updates that were successfully downloaded by the applet.

Once the download is complete, the files downloaded will be in the download folder specified in the Configure page. The GSUDS applet also creates subfolders (Figure 26) in the download folder necessary to easily manage and separate the downloaded files.

Figure 26 Subfolders

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TIP: Scheduling Downloads


The user may opt to automatically schedule downloading the updates using Windows Task Scheduler. For Windows XP and Windows 2003, the Emerson GSUDS scheduled task is automatically created (Figure 27). To see this, go to Start All Programs Accessories System Tools Scheduled Tasks.

Figure 27 Scheduled Tasks

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The default schedule created is to run every hour. Double click on Emerson GSUDS to change the schedule according to your preferences (Figure 28). The Run as value and the Windows password (accessed by clicking the Set Password button) of the user logged in to the PC are both required in ensuring the scheduled task runs.

Figure 28 Task Window

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Click on the Schedule tab and you can now schedule the task based on any of the frequencies shown in Figure 29.

Figure 29 Schedule Task

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For Windows Vista, Windows 2008 and Windows 7, the GSUDS can be scheduled by going to Start Programs Accessories System Tools Task Scheduler. Click on Action from the task bar and select Create Basic Task (figure 30).

Figure 30 Task Scheduler

Input a name of the task as shown in Figure 31, then click on Next to select the frequency when GSUDS will run (Figure 32).

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Figure 31 Input Name of task

Figure 32 Select frequency

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Once you have selected the frequency desired, click Next again to configure the task schedule to run the GSUDS applet. Select Start a program from the radio buttons (Figure 33).

Figure 33 Start a program

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Click Next to browse through the hard drive (C:\Users\Administrator\Documents\Emerson GSUDS\) to select the GSUDS.bat file in the Emerson GSUDS folder (figure 34). The Administrator folder can be the logged-in Windows user, as long as this user has administrator privileges on the computer where the applet is installed.

Figure 34 Select GSUDS.bat

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Click Next again to finish with the wizard. Once done, the scheduled task can now be seen in the list of the task scheduler, as shown in Figure 35.

Figure 35 GSUDS scheduled

NOTE: Applet behavior when the auto-download scheduling is enabled:


If the downloading of updates is automatically scheduled (via Windows Task Scheduler), the following behaviors are expected from the applet: 1. The applet is placed in the system tray (see Figure 36) and closes itself after the download (that is if still in the system tray after the download finishes). Figure 36 GSUDS applet in the system tray 2. If the applet is idle and in the system tray when the auto-download is triggered, the applet will proceed with the autodownload. If the applet is idle and NOT in the system tray (meaning, the GSUDS window in figure 11 is open), NO autodownloads will be done unless you select the Download Now button.

3.

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5.2 Configure The Configure page is where you can configure the Guardian users who will use the applet and the location where the downloaded files will be placed. 5.2.1 Configured Guardian Users As seen in Figure 37, the Users drop down list shows the options used to configure GSUDS users:

Figure 37 Configure Guardian Users

Add New User: See section 4.2 of this User Guide Edit Selected User: Click Edit Selected User to change the login credentials of the selected user in the list. Doing so will open a popup window (Figure 38), which will ask for the new email address and the users corresponding Guardian password. Click on Update when done.

Figure 38 Edit email address

NOTE: Configured Guardian Users


The login credentials, (username and password) used in the Guardian website and the GSUDS applet must match. If they are changed in Guardian, they should also be changed in GSUDS by selecting the Edit button. Failure to do so will result to possible errors during download.

Remove Selected User: Click Remove Selected User to delete the email address from the list of Configured Guardian Users.

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View Systems: Click View Systems to see the system IDs the highlighted email address is associated with, i.e. user with the email address is a named contact of the system ID. See Figure 39.

Figure 39 Systems associated with email address

NOTE: System selection for GSUDS


The systems shown in Figure 39 are the systems where the selected user is an identified contact. The user can choose to download all updates either for all systems or for several systems by placing checkmarks on the appropriate systems. Make sure that the Save Settings button is clicked.

Refresh: Click Refresh if there are changes made to the profile of the email addresses in the list, such as the user being added as a Safety Contact for a system ID. It is advised that the Refresh be used after such changes, so the application can revalidate and refresh the account information within GSUDS (Figure 40). Once all information has been revalidated, a confirmation window will appear, as seen in Figure 41.

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Figure 40 Refresh Guardian user credentials

Figure 41 Credentials confirmation

Proxy User: Click Proxy User for setting up the GSUDS applet to be used for downloading updates behind a proxy server. Tick on the Enable proxy credentials in Figure 42 and provide the username and password.

Figure 42 Enter proxy credentials

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NOTE: Using the Proxy Settings


To check whether a proxy server is required for internet access, open the Internet Options window (Figure 43) in Internet Explorer by clicking on Tools Internet Options.

Figure 43 Internet Options

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Choose the Connections tab and click on the LAN settings button in Figure 44.

Figure 44 Internet Options Connections tab

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The LAN Settings configuration window (Figure 45) will be displayed. A checkmark on the Use a proxy server for your LAN means that the internet connection uses a proxy server specified in the Address and Port fields.

Figure 45 LAN Settings window

NOTE: GSUDS Proxy credentials vs. IE Proxy server


The GSUDS Proxy credentials in Figure 42 MUST be enabled if the Internet Explorer Proxy server in Figure 45 is enabled. 5.2.2 Download Settings As mentioned in Section 4.1, it is a requirement to define the hard drive location where files will be downloaded before being able to successfully download updates. As covered in Section 5.1.2, the user can select the updates he/she want to download by going to the Configure tab and selecting the Requested Updates drop down list (Figure 46).

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Figure 46 Download Settings options

5.3 View Logs The View Logs page is where the Installation Help files and the Applet Log files can be downloaded and viewed (Figure 47).

Figure 47 View Logs page

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5.3.1 Installation Help Files

NOTE: Important note on installation help files.


The hotfixes and updates must be already downloaded to your hard drive because they are being used to generate such files. The user can choose any of the update types to view its respective installation help file. See Figure 48. By clicking on the View File button, the user can find all the information necessary to properly install the downloaded files to the respective nodes.

Figure 48 Different Installation Help files

NOTE: Add GSUDS as a trusted site.


If running on Windows 2003 or 2008 and the security window (see Figure 49) appears during the generation of the installation help file, click on Add to include GSUDS as a trusted site.

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Figure 49 Add GSUDS as a trusted site

TIP: Getting a copy of the installation file.


A hard copy can be obtained by clicking on the Print link located at the upper right hand corner of the installation help file window. A soft copy can also be saved on the hard drive by selecting the Save to file link (htm format).

NOTE: Downloading Symantec antivirus definition files:


Updates for Symantec Antivirus pattern files are downloaded directly from Symantec using the LiveUpdate Administrator (LUA). Emerson does not provide these antivirus update files. These files undergo compatibility checks performed by Emerson once a month. Please note that the GSUDS applet only provides a text file that identifies the latest Emerson approved Symantec Antivirus pattern files. These text files are used to download the correct anti-virus updates from Symantec.

NOTE: About Symantec Antivirus Software licenses:


Emerson does not provide its end-users with a Symantec Antivirus software license. End-users will need to purchase this license from Symantec or their authorized distributors. 5.3.2 Applet Logs The GSUDS applet provides two types of logs: Activity Logs and Error Logs, and these logs are different from one installed applet to another. The Activity Logs in Figure 50 let the user view the recent activities that were generated in the application. Such activities include validation of configured users, update files download status, change in applet configuration, etc.

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Figure 50 Activity Logs

The Error Logs show a list of the errors encountered in the applet, such as failure to get help files, failure to connect to an Emerson server, etc. See Figure 51.

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Figure 51 Error Logs

TIP: Saving updates list.


Click on the Save to file button shown in Figure 50 and Figure 51 if you wish to save the list in an XML file. Select the location where the file will be saved, provide a file name then click on Save. See Figure 52.

NOTE: Failed Downloads:


As previously stated in Section 5.1.3., failures may be encountered in downloading some updates due to several uncontrollable reasons. If a user checks these error logs and sees downloading failures, it is suggested to click on the Download Now button again to ensure that all updates are indeed downloaded.

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Figure 52 Saving the updates list

The user may choose to archive these log files on the hard drive by selecting the Purge Logs button in the View Logs window, as shown in Figure 53. This will also clean up the download folders of unnecessary update files.

Figure 53 Purge Logs

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5.4 Help/Support The Help/Support window, shown in Figure 54, provides information on where to get support for the GSUDS applet. There is a link to the Guardian Dashboard website as well as the SureService website for the users convenience. A copy of this User Guide document can also be downloaded or viewed by selecting the User Guide button provided.

Figure 54 Help/Support Page

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6 Uninstalling the GSUDS Applet


As with any other Windows program, the GSUDS applet can be uninstalled using the Add or Remove Programs (see Figure 55) or Programs and Features (for Windows 7 Figure 56) in the Control Panel.

Figure 55 Add or Remove Programs

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Figure 56 Programs and Features

Once the utility finishes populating the list of installed programs in the PC, scroll down until the Guardian Software Update Delivery Service program is displayed. Select the application then click on the Change/Remove button. See Figure 57. For Windows 7, right-click on the Guardian Software Update Delivery Service program, and select Uninstall/Change

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Figure 57 Select GSUDS from the list

Select Remove the application from this computer option in Figure 58 then click on OK.

Figure 58 Remove GSUDS

Follow the on-screen instructions in Windows until the GSUDS applet has been successfully uninstalled.

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7 Restoring the GSUDS Applet


Restoring the applet to a previously installed version may be necessary if you are encountering problems with the version currently installed on the PC. This can be done by selecting the Restore the application to its previous state shown in Figure 58. This option is not available if the applet is newly installed. It is only possible if the applet has been upgraded at least once.

8 Upgrading the GSUDS Applet


The GSUDS applet automatically checks the Emerson server for a newer version every six hours if the applet is left open. Once a new version is detected, it automatically downloads and installs the new version. Once successfully installed, the newly updated application needs to be restarted. Click on Yes to restart the applet in Figure 59.

Figure 59 Restart applet after update

If applet is closed and is started from the Start Menu and a new version is detected by GSUDS, a user will be able to see a window similar to Figure 60.

NOTE: Upgrading GSUDS


It is highly recommended to click on OK in Figure 60 and follow the on-screen instructions. If the option Skip is selected, the latest version will not be downloaded and installed. It will only be possible to do so by clicking the Install Application link in the Automated Update Delivery tile in Figure 1.

Figure 60 GSUDS Update available

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9 Contact Us
Emerson has developed a global service organization of certified facilities and personnel to ensure that we deliver the highest quality service to our customers. For more information on the GSUDS applet or for concerns, comments or suggestions about the service, we encourage you to contact your local Emerson service provider. You can find contact information for your local service provider at: http://www.emersonprocess.com/systems/reach/.

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