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Experion

Vista R301/HS R301 to HS R400


Migration User's Guide
January, 2011

Release 400

Document

Release

Issue

Date

400

4.0

January, 2011

Disclaimer
This document contains Honeywell proprietary information. Information contained
herein is to be used solely for the purpose submitted, and no part of this document or
its contents shall be reproduced, published, or disclosed to a third party without the
express permission of Honeywell International Srl..
While this information is presented in good faith and believed to be accurate,
Honeywell disclaims the implied warranties of merchantability and fitness for a
purpose and makes no express warranties except as may be stated in its written
agreement with and for its customer.
In no event is Honeywell liable to anyone for any direct, special, or consequential
damages. The information and specifications in this document are subject to change
without notice.
Copyright 2011 - Honeywell International Srl.

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Contents
About this guide ................................................................................................................. 7
Before you begin ................................................................................................................ 9
Experion system migration .......................................................................................................... 10
Migration applications and tools .................................................................................................. 11
About Experion Migration Storage Node (EMSN) .......................................................... 11
Migration tool ................................................................................................................... 13
Migration Application ...................................................................................................... 13
Migration planning ....................................................................................................................... 14
Develop a migration plan ................................................................................................. 14
Develop a migration timetable ......................................................................................... 14
Review hardware upgrades .............................................................................................. 15
Review software requirements ......................................................................................... 15
EMSN space requirements ............................................................................................... 15
Considerations for Local Windows groups and local user accounts ................................ 16
Migrating other Honeywell products and applications .................................................... 17
Migrating non-Experion third-party applications ............................................................ 18

Getting started with migration ........................................................................................ 19


Migration considerations .............................................................................................................. 20
Considerations for migrating from Experion Vista R301/HS R301 to Experion HS R400 20
Getting the latest software and documentation updates ............................................................... 22
Time synchronization during migration ....................................................................................... 23
Planning time topology during migration ........................................................................ 23
Time check on system before you start migration ........................................................... 23
HMIWeb Display Builder and HMIWeb custom displays ........................................................... 24
Migrating Display Builder displays ................................................................................. 24
Migrating HMIWeb custom displays ............................................................................... 24
Restoring Excel data exchange .................................................................................................... 26
Considerations for canceling the migration ................................................................................. 27

Performing the migration ................................................................................................ 29


Complete the pre-migration tasks ................................................................................................ 30
Creating a disk image of the hard drive ........................................................................... 30
Verifying the Windows mngr account passwords ............................................................ 30
Verifying the latest Experion software updates ................................................................ 31

CONTENTS

Verifying the communication network ............................................................................. 31


Installing the migration tool on the server ....................................................................... 31
Calculating the disk space ................................................................................................ 32
Recording Windows network configuration settings ....................................................... 33
Acknowledging all system alarms ................................................................................... 33
Disabling file replication before migration ...................................................................... 33
Creating a shared folder on the EMSN ............................................................................ 34
Running the migration tool on the server ......................................................................... 35
Checking the synchronization status ................................................................................ 36
Disabling antivirus software ............................................................................................ 36
Migrating ServerB/non-redundant server .................................................................................... 38
Close Windows applications ............................................................................................ 38
Migrating Experion Vista R301/HS R301 to Experion HS R400 .................................... 38
Reinstalling antivirus software ......................................................................................... 38
Updating custom setup files ............................................................................................. 39
Updating display files ...................................................................................................... 39
Restore Windows network configuration settings ............................................................ 40
Restoring and migrating the server database ................................................................... 40
Updating the Quick Builder database .............................................................................. 42
Migrating Flex Stations ................................................................................................................ 43
Close Windows applications ............................................................................................ 43
Migrating Experion Vista R301/HS R301 to Experion HS R400 .................................... 43
Reinstalling antivirus software ......................................................................................... 43
Restore Windows network configuration settings ............................................................ 44
Considerations after migrating a Flex station .................................................................. 44
Migrating ServerA ....................................................................................................................... 45
Migrating remaining Flex Stations ................................................................................... 45
Close Windows applications ............................................................................................ 45
Migrating Experion Vista R301/HS R301 to Experion HS R400 .................................... 45
Proceeding with migration ............................................................................................... 46
Reinstalling antivirus software ......................................................................................... 46
Setting up time synchronization ....................................................................................... 46
Updating custom setup files ............................................................................................. 46
Restore Windows network configuration settings ............................................................ 47
Checking the server status ................................................................................................ 47
Synchronizing the server databases ................................................................................. 47
Enabling file replication ................................................................................................... 48
Enabling file backup (flbkup.def) .................................................................................... 48
Building the assets and alarm groups ............................................................................... 49
Post migration tasks ..................................................................................................................... 50
Changing the ServerA to primary .................................................................................... 50
Installing the Domain Controller package ....................................................................... 51

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CONTENTS

Upgrading a Windows domain controller ........................................................................ 52


Adding a node to a Windows domain .............................................................................. 52
Re-establishing Engineering user groups ........................................................................ 52
Importing the EDS files ................................................................................................... 52
Configuring MLServer Configuration Tool ..................................................................... 53
Troubleshooting Migration .......................................................................................................... 54
Restarting the migration application ................................................................................ 54
Correcting the computer name displayed in Configuration Studio .................................. 54

CONTENTS

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About this guide


The Experion HS R400 migration guide assists you in understanding, planning, and
migrating your current Experion HS system. Specifically, this guide provides
information and guidance for migrating Experion Vista R301 and Experion HS R301
to Experion HS R400.
Special terms
The following are the terms defined in the document, which are unique to the subject
presented in this guide.
Term

Description

Base release

The release version of Experion that is currently in use before


the migration.

Experion Migration Storage A location used to store the data (databases, system
Node (EMSN)
configuration, operating system preferences, and so on)
when migrating an Experion platform. For setting up an
EMSN, a node in the same network, other than the one which
is being migrated, is used.
Installation application

A software application that installs the Experion system


software with minimal user interaction.

Migration Application

A software wizard application which migrates Experion


system components to latest release system software.

Supervisory Control and


SCADA is an Experion application for process control. It is
Data Acquisition (SCADA) designed to interface with serial devices (RS232 and RS485)
such as PLCs.
ServerA and ServerB

The standardized names of the redundant servers. ServerA


functions as the primary server and ServerB functions as the
backup server.

System migration

The migration of Experion control system from one release


to a latest release.

ABOUT THIS GUIDE

Term

Description

Migration Tool

A tool that is used to save the server data before migration.

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Before you begin


This section provides an introduction to the migration of Experion systems, the
migration scenarios and migration plan.
Related topics
Experion system migration on page 10
Migration applications and tools on page 11
Migration planning on page 14

BEFORE YOU BEGIN

Experion system migration


Experion system migration is defined as the upgrade of Experion system
components, such as server and client nodes, to the new release system software.
Experion system migration involves software migration for both servers and the
clients. Server migration is the process of upgrading Experion servers, client, and the
software loaded in those systems. Migration can also include upgrading the
computer's operating system or hardware such as adding more memory to a
server, or upgrading to a new computer (platform hardware).
About Experion HS R400 migration
Experion HS R400 system software must be installed only on systems installed with
Windows 7 Professional Edition (32-bit) English version. Experion HS supports
only off-process migration, where the control will not be maintained during the
migration process for both servers and clients.
Supported migration paths
Experion HS R400 supports the following migration:

Experion Vista R301 to Experion HS R400

Experion HS R301 to Experion HS R400

Experion HS R310 to Experion HS R400

Experion HS R311 to Experion HS R400


Attention
OS reinstallation is mandatory for all the above mentioned migration paths.

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BEFORE YOU BEGIN

Migration applications and tools


Various software applications and utilities have been developed specifically to help
streamline the system migration process by:

Detecting system conditions prior to a migration that may cause problems or


faults once the migration begins.

Detecting inconsistencies in system databases and system components that may


cause errors during migration.

Automating many of the tasks that are performed during a migration.

About Experion Migration Storage Node (EMSN)


The Experion Migration Storage Node (EMSN) is a shared folder which is used to
store and retrieve the database and configuration information, available on the
Experion node that is identified for migration. The EMSN must be set up and located
on a node separate from the node to be migrated, but must be within the same control
network or Experion nodes.
The EMSN must have sufficient disk storage so that the information can be copied to
the EMSN from the server or client node to be migrated. You need to calculate and
estimate the disk space needed for the EMSN. Calculations must be based on the
node type that is being migrated, the current release operating on the node, and the
database size. You can identify a node and allocate space for the EMSN before you
begin the migration. During migration, you need to create a shared folder for the
EMSN.
Special handling for EMSN hosted in a domain environment
In some migration scenarios, the EMSN is hosted on a computer that is in a domain
and the computer to be migrated is also a member of a domain. Resolution
information will be lost for both the Universal Naming Convention (UNC) path
name to the EMSN connection and the security (account/password) information
when the following migrations are performed:

All systems/releases that undergo a hardware platform upgrade during


migration.

All systems/releases that undergo an Operating System reinstall during


migration.

There are several options that users can perform to manually work around this
problem, with option 3 being the preferred method:

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BEFORE YOU BEGIN

1. If the machine is local to the system, (both computers operating within the same
network).
a. Use normal UNC.
b. For security (account and password), create a local account (and password)
on the domain system that will match the account used to perform the
migration on the node being migrated.

Add this account to the Share and File Permissions on the EMSN.

The account entered should be the Account Name, and the associated
password. Or, you can specify an account on the EMSN by entering
EMSNHostName\Account.

Enter password normally.

2. If the machine is not local to the system, (computers must communicate across a
router).
a. Define the server UNC path in the following format: \\ESMN Host IP
Address\<<EMSN ShareName>> For example: \\192.168.0.1\ESMN
b. For security (account and password), create a local account (and password)
on the domain system that matches the account used to perform the migration
on the node being migrated.

Add this account to the Share and File Permissions on the EMSN.

Enter the account name as <<EMSN Host IP Address>>\Account. For


example: 192.168.0.1\MigAccount
.

Enter password normally.

3. All Cases:
A reconnection failure may occur during migration, (after the hardware platform
upgrade and/or Operating System install).
a. Cancel migration.
b. Enter the DNS, WINS, and other information into the IP Address
configuration of each network card. (TCP/IP properties.)
c. Add system back into the domain. (Reboot of system is required.)
d. Restart migration by starting Setup.exe on the installation media or clicking
Install/Migrate link on the Installer page.

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BEFORE YOU BEGIN

Migration tool
Experion Vista R301 and HS R301 migration is performed using the migration tool.
The migration tool saves the server data before migration. The server data includes
the Quick Builder Project, custom displays, groups, trends, recipes, reports, history
archives, and other configuration data. The tool is available at Server-Client
\Server_Migration_Tool folder in the installation media.

Migration Application
The Migration Application is a software application that coordinates the migration
of system software to the latest release for servers and clients. The application is run
on a server/client to be migrated and safely handles system database and
configuration information so that it can be reloaded to the server after the new
release system software is installed. It also allows for hardware and Operating
System upgrades during the migration process.

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BEFORE YOU BEGIN

Migration planning
Preparation for system migration requires careful planning and should begin well in
advance. A successful migration requires coordination and cooperation among
various departments and plant personnel.
Develop a comprehensive migration plan that addresses the considerations
described in the following sections. A plan will also provide information on what to
expect in the migration process and will help the plant personnel to be alert.
This section provides information about preliminary planning, considerations, and
tasks that are essential for a successful system migration.

Develop a migration plan


It is essential that you develop a migration plan for your control system to minimize
any problems which may occur during a migration, and ensure that the migration is
successful. While developing a migration plan, you must consider the structure and
the size of the control system, and also the process which the Experion system
controls.
A system may contain single Experion system, or in a larger system it may contain
many Experion systems. Large plants may contain a number of control systems that
have many Experion systems located throughout the plant.

Develop a migration timetable


Develop a timetable for conducting the migration. Consider the timing of the various
tasks that needs to be performed, and the order of the tasks. Estimate the time
required for completing each task.
Migration time estimates
Use the following information as a reference for estimating the time to perform
migration. The estimates are calculated based on a group of 5-10 stations and
redundant servers. These times can vary significantly based on user experience,
database size, and the current condition of the system.

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Migration Task

Estimated Time

Overall planning

12 days

Preparation and backups

8 hours

OS reinstallation

4 to 6 hours (each path)

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BEFORE YOU BEGIN

Migration Task

Estimated Time

ServerA and ServerB migration

34 hours each

Migrate each Flex Station

12 hours each

Review hardware upgrades


Migrating an existing Experion system to new system software may require an
upgrade to the hardware platform (computer system) which supports software
operation. Hardware platforms may be configured as Experion servers, Flex
Stations or other client nodes. Hardware components must be compatible with
Experion hardware requirements. Typical upgrades include adding memory cards,
installing additional disk drives and upgrading to new network interface cards.
Verify if the system hardware is supported on the latest release. If hardware upgrades
are necessary, identify which components need to be upgraded or replaced and
install these new hardware components before starting the node migration.
Attention
If you have redundant servers, the node hardware for both ServerA and ServerB must be
identical.

Review software requirements


Review and address the software requirements for the migration. Experion HS R400
system software must be installed only on systems installed with Windows 7
Professional Edition (32-bit) English version. For more information on computer
software specifications, refer to Software Installation User's Guide.

EMSN space requirements


You can use the following information as a guidance to calculate the EMSN space
requirements.

To determine Total space (T), right-click Drive C: and click Properties. The
used space is displayed in the dialog box that appears.

The Base size in is the estimate for the Experion software installed in the server/
client node, minus Experion data and database files stored on the node.

Options (O) include third-party applications, although the applications are not
saved or migrated forward during migration.

If you plan to use the same EMSN as storage for other node migrations, you must
consider the additional disk space needed. Space on the EMSN that was used for

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BEFORE YOU BEGIN

prior system migrations can be recovered. Identify a system (computer name) in the
EMSN file structure that has completed migration and delete all folders and data
located under the system name to free up space on the EMSN for future migrations.
Table 1: EMSN estimated space
Node Type

Total space
(T)

Base size
(B)

Options (O) Estimated EMSN


Space needed
T - (B +O) = EMSN

Server

8 GB

+ Options

8.7

Flex Station

9.6 GB

3 GB

12.6

Formula: Total Space - (Base size + Options) = Estimated EMSN


space
Options include third-party software and applications installed on
the node, so on.

Considerations for Local Windows groups and local user accounts


CAUTION
If a new Operating System is installed or hardware platform is changed, all the
custom local user groups, custom local user accounts, and user-defined security
policies (such as access control lists on files and directories) are not saved during
the migration.

Custom local user groups and custom local user accounts must be saved or
documented in order to restore them after the migration, if needed. You must capture
the specific configurations and settings for these groups and accounts, so that they
can be restored. Any user specific files/folders and their associated Access Control
Lists (ACLs) settings and any user-defined security policies that are not created
during the Experion installation must be saved, so that they can be loaded to the
migrated system.
Note that Experion standard local groups, user accounts and policies are saved and
restored to the system by Experion Migration.
The R400 Experion standard local groups include the following:

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Product Administrators (which replaces Honeywell Administrators from prior


releases)

Local Engineers

Local Supervisors

Local Operators

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BEFORE YOU BEGIN

Local Ack View Only Users

Local View Only Users

Local Servers (which in R400 limits the account for use by services/servers only)

The Experion standard local account includes the following:

LocalComServer

mngr
Attention
Both the Experion standard local accounts are used only by services/servers. They are
not allowed to be used interactively.

Migrating other Honeywell products and applications


The following Honeywell applications could be installed on nodes within an
Experion system and are not migrated as part of Experion migration. Specific
considerations for some of these applications when migrating Experion software are
described below. During migration, you may get a message screen that informs you
about the software applications (both Honeywell and third-party applications) that
will not be migrated forward. Appropriate actions should be taken to preserve these
applications and user settings so that they can be restored after migration.

Customized system components and display files must be manually saved since
they are not migrated and restored in the new release. For example:
Point detail displays
Customized Faceplates and Customized displays
Custom Station menu configurations (*.stb files)
*.css files

Digital Video Manager (DVM) Compatibility with Experion DVM. See


the Digital Video Manager User Guide for details to migrate DVM client and
host components.

Process History Database (PHD)

Safety Manager - If you have Experion systems with Safety Manager, consider
the following before migration:
Check if the new Windows platform used on a migrated Safety Station (the
station running Safety Builder Safety Manager's Safety Station software)
is supported by the release of Safety Builder you have installed. For more
information refer to the Safety Manager Software Reference or the Release
Notes of Safety Manager installed in the system.

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BEFORE YOU BEGIN

Attention
Safety Builder is not recommended on Experion server/station nodes.

Check the time synchronization topology used for Safety Manager.


Before migrating the Experion system, you must backup the Safety Manager
applications loaded on the station you are about to migrate to a new release,
and you must uninstall the Safety Builder software from that station.
During the migration of Experion servers or stations, Safety Manager and/or
Channel link status might report communication failures.
After migrating your station to the new release, you must reinstall Safety
Builder on your station and restore the Safety Manager application(s).
If Safety Manager continues to report communication failures after
completing the migration, download the diagnostics on the Safety Station
and reset the Safety Manager.
For details about taking back up and restoring Safety Manager applications,
as well as removing and installing instructions for Safety Builder, see the
Safety Manager Software Reference.

Migrating non-Experion third-party applications


Most non-Experion applications are not migrated as part of Experion migration. If
your control system includes non-Experion (third party) applications, consider a
strategy for saving the data and configuration files for the application so that the data
and user settings can be restored with the application after Experion migration is
completed. Take appropriate steps to save these files and applications. During server
migration you may get a message screen that informs you about the software
applications that will not be migrated and that will be deleted from the node.
Additional considerations should be made such as:

Are the third-party applications currently operating with the Experion system
compatible with the new release Operating System requirements?

Are third-party applications interoperable with the new Experion platform


software release?

Are there upgrades available for the third-party software?

Should compatibility testing be performed offline to ensure that the applications


will operate properly?

The following are some examples of third-party software applications:

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Antivirus applications are not migrated as part of Experion migration.

Oil/Movement/Blending, Business applications.

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Getting started with migration


This section describes the tasks that you need to perform to start the migration
process. Before you begin the migration, ensure that:

You have read the Experion HS Release Notes which contain the last-minute
information that was not included in the standard documents. You must read this
document to find out any migration related information that is applicable to the
system you are migrating.

You have read the migration planning information for information related to
your system and the planned migration.

Related topics
Migration considerations on page 20
Getting the latest software and documentation updates on page 22
Time synchronization during migration on page 23
HMIWeb Display Builder and HMIWeb custom displays on page 24
Restoring Excel data exchange on page 26
Considerations for canceling the migration on page 27

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GETTING STARTED WITH MIGRATION

Migration considerations
Attention
The following sections contain important information that you should consider before
you begin a migration. The information is arranged by system function or feature and
describes conditions where data may be lost through the migration process, if
precautions are not taken or procedures are not followed. Where possible, workarounds
are provided to help safeguard and restore data.
Therefore, if your Experion system contains certain configurations of system
components or uses these features, you must read the related topics of interest to
determine if the information is relevant to your system or situation. If so, take
precautions to backup your data files and follow any required workarounds.

Considerations for migrating from Experion Vista R301/HS R301 to Experion HS


R400
Attention
The following are some considerations when you are migrating from Experion Vista/
HS R301 to Experion HS R400.
Item

Description

Microsoft Office

The Microsoft Office applications might require upgrade during the


migration. Refer to the Experion HS R400 SIUG for details of the
supported versions of Microsoft Office.

Faceplate displays

Experion Vista R301 and Experion HS R301 included special


faceplates that are used to hide the unused parameters on the point
detail displays. To use these special faceplates, the Quick Builder
point configuration includes a special entry in the Point Detail Display
field that is sysdtlana_pv. If these definitions are used, they must be
changed to new R400 Simplified SCADA display filenames after the
migration.

MasterLogic
The MasterLogic interface is now included as standard interface in the
controller interface Experion HS R400 installation.

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Enterprise Model

Experion HS R400 has a simplified version of the Enterprise Model;


the Asset configuration is preserved during the migration.

Windows user
security
configuration

Any custom local user security groups, local user accounts or local
security policies must be recreated after migration.

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GETTING STARTED WITH MIGRATION

Item

Description

Event history

The recent online events are retained during the migration, but the
SQL event history are lost. If you want to generate the Alarm and
Event reports, save this information prior to the migration.

Custom displays

The custom displays are migrated, but modifications might be


required after the migration due to functional changes.

System displays

If you have customized the standard system displays, the changes


must be reapplied after the migration.

Operator security

If the Operator accounts are linked to Windows user accounts, these


accounts will not exist after the migration and hence the configuration
must be reapplied after the migration.

Station menus

If you have customized the standard station menus, these changes


must be reapplied after the migration.

Station
If you have changed the station.ini file, the changes must be reapplied
configuration file .. after the migration.
\Windows
\station.ini
Station setup file .. The new default Station setup file is configured as static Station 1.
\Station\Default.stn The Station 1 configuration settings must be reapplied after the
migration.
System acronyms

If you have customized the standard system acronyms, these


customizations must be reapplied after the migration.

Scan periods

If special scan periods are used, it must be reapplied after the


migration.

Allen Bradley
RSLinx

If RSLinx OEM is used, the RSLinx activation code must be moved to


removable media before starting the migration and reinstalled after
the migration.

Quick Builder
projects

When opening an old project file with the new version of Quick
Builder, you will be prompted to migrate the project file to the new
format.

Localization

If the Experion HS displays have been localized, the localization


settings must be reapplied after the migration.

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GETTING STARTED WITH MIGRATION

Getting the latest software and documentation updates


Before installing Experion HS, check the Honeywell Field Solutions Sales &
Distribution web site for software and documentation updates.
To download the latest software and documentation updates

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In your Web browser application, type http://hpsweb.honeywell.com/Cultures/


en-US/Products/fieldsolutionssalesnet/default.htm.

Click Login to My Account.


If you are a new user, you must register for access to the web site.

Click Modular Control Solutions link on the left side.

Click Experion HS to access the links that contain the latest notifications,
software and documentation updates.

Click Technical Information link.


The latest software and documentation updates are available in the links under
respective releases.

Download the required software updates, if any.

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GETTING STARTED WITH MIGRATION

Time synchronization during migration


Planning time topology during migration
Maintaining the correct time synchronization throughout migration is critical. If you
have a time topology for your system, you must verify whether the current time
topology is comprehensive enough to distribute time to all the system nodes during a
migration. Otherwise, you should establish a time topology that provides reliable
time distribution to all the system nodes.
The system time source should derive its time from a reliable external time source.

Time check on system before you start migration


Server time and time zone settings must remain consistent during migration. Before
starting migration on a redundant server pair, ensure that the time and time zone
settings are the same on both ServerA and ServerB, and the client nodes. Change the
time settings, if necessary. After migration, check the time zone settings on the
server and client nodes to ensure that they are the same.
Attention
Do not change time zone settings during a migration.

Additionally, check the time zone setting on other servers in the system, and make
the changes so that all the nodes are set to the same time. .
Experion software includes support for the latest Daylight Savings Time fixes.
However, due to recent global time zone adjustments, it may be necessary to reset
the time zone settings during some migration scenarios. You need to verify the time
zone and set the time (if necessary) after the software upgrade, but before reestablishing server redundancy, and all other nodes.

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GETTING STARTED WITH MIGRATION

HMIWeb Display Builder and HMIWeb custom displays


Attention
Systems that use customized (user-defined) displays created in Display Builder (.dsp
files) and/or HMIWeb Display Builder (.htm files) should follow these important
considerations. Not following these recommendations may result in the loss of
customized display files.

You must back up any file that contains user-defined information, (such as
customized displays) before starting the migration. These files may not be migrated
as part of the migration process and need to be reinstalled after migration.
Any custom display files may be stored in a user-defined location and may not be
migrated forward. Hence you must manually save these files before migration and
then restore it after migration. For example, you must back up and save the following
files before starting migration.

Point detail displays

Faceplates

*.css files

*.htm files

Migrating Display Builder displays


Custom Displays built using Display Builder (.dsp files) can be made available on an
upgraded Experion Station provided that:

The displays are custom displays

The references to server data in the custom displays are limited to point
parameters and data in user tables.

In Display Builder when you save a display (.dsp file), you can specify the display
release for the file. This allows you to save the display in an old format which would
allow you to use the display file with an older release of Station. Once a display file
has been updated or saved for a newer release, it cannot be displayed on a Station
operating on an older release.

Migrating HMIWeb custom displays


You must use either HMIWeb Display Builder or the Bulk Display Migration tool to
migrate all custom HMIWeb displays (.htm files) to the new Experion release. After

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GETTING STARTED WITH MIGRATION

you migrate a node to the new release, you must use either HMIWeb Display Builder
or the Bulk Display Migration tool to migrate the display files before you can display
the custom or user-defined HMIWeb displays (.htm files) in Station. For example,
when a display file (created in an older release) is opened using a new release of
HMIWeb Display Builder, the file is automatically converted to the new display
format by saving the file in the new format. If you want to update the HMIWeb
displays in bulk, you can use the Bulk Display Migration tool
(bulkdisplaymigrator.exe).

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GETTING STARTED WITH MIGRATION

Restoring Excel data exchange


Microsoft Excel (if installed) and Excel data exchange can be restored to an
Experion node either during or after migration of the node.
Restoring it during migration requires that you install Excel and set up data
exchange on the node after the installation or re-installation of the Operating System
and before the upgrade/installation of the new release of Experion is started.
Excel can be installed after migration of the Experion node, but you may encounter
error dialogs during the migration; (click OK to continue and complete the
migration). For information on restoring Excel data exchange on an Experion node,
refer to the section Setting up Microsoft Excel data exchange in the
Supplementary Installation Tasks Guide.

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GETTING STARTED WITH MIGRATION

Considerations for canceling the migration


There are no critical points for canceling server/client migration as the control
system is not operating. If necessary, restore all the migrated nodes to the base
release. If you need to restore any server or client node to the base release, you can
use a disk image (saved prior to migration) to restore the node to the base release.
First you must cancel or abort any applications that are running; then load the disk
image to the node.

27

GETTING STARTED WITH MIGRATION

28

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Performing the migration

Attention

When migrating redundant server systems, you must migrate ServerB first. After
completing ServerB migration, verify if the migration is successful and then
proceed with the migration of rest of the nodes.

Ensure you have created a disk image of ServerB before you stop it. If you want to
rollback the migration, a disk image can make the process easier. If you restore
ServerB from a disk image and ServerB is part of a domain, you need to remove the
computer from the Windows domain and then add again and reestablish the trust
relationship.

All the nodes (servers and stations) must be migrated to the target release before the
system is restarted and nodes start communicating again.

When migrating non-redundant server systems, perform all the migration tasks on
the non-redundant server.

Related topics
Complete the pre-migration tasks on page 30
Migrating ServerB/non-redundant server on page 38
Migrating Flex Stations on page 43
This chapter describes the tasks that you need to perform to complete the
migration of Flex Stations.
Migrating ServerA on page 45
Post migration tasks on page 50
Troubleshooting Migration on page 54

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PERFORMING THE MIGRATION

Complete the pre-migration tasks


This section describes the tasks that you need to perform in preparing the system for
migration. Ensure that you perform these tasks in the order in which they are
described.

Creating a disk image of the hard drive


Create a disk image (ghost) of the hard drive for the node that is to be migrated. This
image can be used if you need to restore the node to its original condition. For more
information on creating backup, refer to the Backup and Restore Guide in the PDF
Collection.

Verifying the Windows mngr account passwords


Although Windows security prevents you from discovering the password for the
Windows mngr account, you can check whether a password is correct by attempting
to log on as mngr using that password. The Windows mngr account is used by most
Experion services and applications to communicate with each other. For example, if
the password is changed on the server, applications on client computers will no
longer be able to connect to the server because they continue to use the old password.
This means that the password must be the same:

On all Experion computers

For all services that run under the mngr account

Considerations

Passwords must be 8 to 14 characters in length and must contain at least one


number and at least one alpha character.

If you are unable to verify the passwords, you must change the password on each
node. Use the Password utility to change Experion Windows account passwords
across the Experion system.
To change the Experion Windows account passwords

30

Log on as a user with Administrator privileges.

Browse to C:\Program Files\Honeywell\Experion PKS\Utilities\pwdutil and


double-click PWDUtil.exe.
The User Account Control dialog box appears.

Click Allow.

Select mngr.

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PERFORMING THE MIGRATION

Type the new password in the Password and Confirm Password dialog boxes
and then click OK.

Click Go back and change password.

Click Done.

Click OK.
Attention
If the Password utility warns you that an existing Windows account is no longer
required, you must delete these Windows accounts, unless another application,
other than Experion, uses these Windows accounts.

Restart the computer.

Verifying the latest Experion software updates


Ensure that the software updates downloaded from the Honeywell Field Solutions
Sales & Distribution web site are of the latest version. You must enable or reinstall
the Experion software updates after migrating to the new release.

Verifying the communication network


You must ensure that all the communications networks are intact. Verify that there
are no reported errors or active alarms on devices, in the I/O network (not applicable
for eServer), or in the supervisory communication networks. If there are any active
errors or alarms, you must resolve the faults/errors before starting the migration.

Installing the migration tool on the server


This procedure uses the Experion migration tool to save the server data so that it can
be restored during the system migration. The server data includes the Quick Builder
Project, custom displays, groups, trends, recipes, reports, history archives and other
configuration data.
Considerations

This procedure must be performed on the existing Experion server.

The server data must be saved in a computer on the same network as the server. If
this is not possible, the data must be saved to the local hard disk before copying it
to a removable media.

This procedure must be performed using an account with administrator rights.

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PERFORMING THE MIGRATION

Prerequisites

Experion HS R400 installation media

Install DotNet 3.5 SP1 before proceeding with installation of the migration tool.
1. In the Experion Application Software DVD, navigate to \Packages
\Microsoft\DotNet3.5 directory.
2. Double-click dotnetfx35SP1.exe.
3. Follow the instructions on-screen to complete the installation.
4. Restart the computer.

To install the migration tool


1

Using Windows Explorer navigate to the


\Server_Migration_Tool directory.

Double-click the Server

Follow the instructions on-screen to complete the installation.

Ensure you clear Launch the program check box before you click Finish.

CD\DVD drive\ Server-Client

Migration Tool.msi

file.

Calculating the disk space


You must calculate the disk space required to support the migration of the node.
Experion Migration Storage Node (EMSN) must be setup according to the
calculated space requirement. Setup the EMSN before starting the migration. For
more information on setting up EMSN, refer to Creating a shared folder on the
EMSN on page 34.
To calculate the disk space

32

Using Windows Explorer, navigate to the history archive directory which is


normally C:\Program Files\Honeywell\Experion PKS\Server\Data\Archive.

Right-click the directory and click Properties .

Estimate the free disk space required to save the server data, by adding 400MB to
the size of the history archives.

If the estimated size is greater than the free disk space on the server (or the
destination computer), then copy the history archive files to a removable media
and delete these files from the server before proceeding further.

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PERFORMING THE MIGRATION

Recording Windows network configuration settings


Experion migration does not save and then migrate all Windows network
configuration settings for the node. You must record the Windows network
configuration settings for each node in the system. For Experion nodes on a single or
dual Ethernet network, the Interface Metric, DNS, link speed, and other settings are
not saved during migration and must be restored manually after migration.
To record the Windows network configuration settings
1

Open Command Prompt.

Type ipconfig/all and press ENTER.


The network configuration settings are displayed.

Print the contents of the Command Prompt window or record these settings.

In addition, record your mapped network drives, so that they can be restored after
the migration.

Acknowledging all system alarms


Prior to migration, acknowledge all the system alarms. Resolve any alarms that are
critical to your system.
To view the system alarms
1

Open Station.

Choose View > Alarms


The Alarm Summary is displayed.

Verify that there are no critical alarms or failures. If there are any critical alarms
of failures, resolve the issue and proceed with migration.

Disabling file replication before migration


You must disable file replication on the node to be migrated.
To disable file replication
1

In Station, choose Configure > Configuration Tools.

On the display page, click File Replication.

Change to the mngr security level.

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PERFORMING THE MIGRATION

On the file replication page, clear all the Send check boxes.
Attention
While reinstalling the OS, review each custom file replication configuration on the
computer which uses custom file replication to send files, and note the following:

The share name and path used for each custom file replication on each Experion
server involved in the migration.

The computer name, share name, and path on every computer listed as a
specific computer (PC) within those custom file replications, if they are
different from the server's share name and path for the same replication.

This information is required to recreate the Windows network shares on each


computer required for file replication before re-enabling the custom file
replications after the migration.
5

Close Station.

Creating a shared folder on the EMSN


You must create a shared folder on the Experion Migration Storage Node (EMSN) to
store the database and configuration information that can be retrieved during the
migration. The EMSN should be created on another system separate from the node
to be migrated but within the same network.
To connect to this shared folder from another computer, you can use one of the
following options:

Connect as the Administrator of the node designated as the EMSN.


OR

Create a local account on the Windows domain, and assign full control
permissions to the shared folder for this user.

To create a shared folder on the EMSN

34

Create a folder named Backup, on the node designated as the EMSN.

Right-click the folder and click Sharing and Security.

Click Share this folder.

In the Share name box, type the name of the share as Backup.

If you have created a local account on the Windows domain to access this shared
folder, do the following:
a

Click Permissions.

Click Add to locate the local account created on the Windows domain, and
then click OK.

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PERFORMING THE MIGRATION

In the Group or user names list, select the account name that you have
added.

In the Permissions list, click Full Control.

Click OK.

Click Apply and then OK.

Running the migration tool on the server


Perform the following procedure to copy the files to the Experion Migration Storage
Node (EMSN).
Prerequisites
All the Honeywell applications must be closed before stopping the Experion server.
To run the migration tool
1

Open Windows Explorer and choose Tools > Disconnect Network Drive.
If there is a network connection listed as drive Z: then select this drive and click
OK to disconnect the network drive. This procedure maps the shared directory as
drive Z: the backup process will fail if there is another directory already mapped
as drive Z.

Choose Start > Programs > Accessories > Command Prompt.

Type hscserver

Choose Start > Settings > Control Panel > Administrative Tools > Services to
display the Services window.

In the list of services, right-click Experion PKS Browser Orchestration


service.

Click Stop and then Yes to stop both the browser services.

Close the Services window.

Go to the desktop and double-click the Server Migration Tool icon.

Click Next in the Experion PKS Migration Tool dialog box.


The dialog box displays the current sever release.

/unload /y

and press Enter.

10 Click Next.
11 Enter the destination computer name in the EMSN Machine Name box and the

shared directory name (Backup) in the EMSN Share box and click Next.
The Migration Tool Phase 1 dialog box displays the size of the data to be backed
up to the shared directory.

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PERFORMING THE MIGRATION

12 Compare this size with the disk space requirement determined previously and if

there is sufficient disk space click Next.


13 On the Connect to EMSN login dialog box, enter the user name and password

for an account that has administrator rights on the destination computer, and then
click OK.
The migration tool tests the connection to the shared directory and start the file
copy operations.
Attention
There is no indication of the progress during the file copying. Wait for the final
dialog box to be displayed and then click Exit. If this step fails, click Exit and check
the permissions on the shared (Backup) directory. The permissions must be set to
allow Everybody Full Control. Repeat this procedure from Step 8.
14 Using Windows Explorer navigate to C:\Program Files\Honeywell\Experion
PKS\Migrate\Plug-in\HSCServer

directory.

15 Double-click the servermigrationtool_log.txt log file.

If the log file contains error or failure messages, repeat this procedure from Step
8.

Checking the synchronization status


Ensure that you check the synchronization status before starting the migration.
To check the synchronization status
1

Log on to Station running on ServerA.

Change to the mngr security level.

Choose View > System Status > Server Redundancy to open the Server
Redundancy Status display.

Check that the backup server (ServerB) is running and that the servers are
synchronized.

If ServerB is not running, start ServerB to system running status.

If ServerB is running, however the servers are not synchronized, click


Synchronize.

Disabling antivirus software


You must disable any virus protection software and stop all virus protection related
services on the system you are migrating.

36

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PERFORMING THE MIGRATION

To disable antivirus software


1

Choose Start > Programs > McAfee > VirusScan Console.


The User Account Control dialog box appears.

Click Continue.

In the VirusScan Console window, choose Task > Properties.


The Access Protection Properties dialog box appears.

Clear Prevent McAfee services from being stopped check box.

Click Apply and then click OK.

Close the VirusScan Console window.

Choose Start > Run.

Type services.msc and click OK.


The User Account Control dialog box appears.

Click Continue.
The Services window appears.

10 To disable the antivirus software, perform the following steps:


a

Right-click McAfee Framework Service and click Properties.


The Properties dialog box appears.

In the General tab, click Stop.

In the Startup type box, select Disabled.

Click Apply, and then click OK.


Repeat the steps 9a through 9d for McAfee McShield and McAfee Task
Manager Services.

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PERFORMING THE MIGRATION

Migrating ServerB/non-redundant server


This chapter describes the tasks that you need to perform to complete the migration
of ServerB/non-redundant server. Complete the pre-migration tasks to ensure that
the Experion system is ready for migration.

Close Windows applications


You must close all Windows applications before starting migration.

Migrating Experion Vista R301/HS R301 to Experion HS R400


To migrate a node operating with Experion Vista R301/HS R301 to Experion HS
R400 you must:
1. Install Windows 7 Professional Edition (32-bit) English version using the
appropriate OS media.
Refer to the OEM documentation for more information on installing the OS.
2. Configure the Operating System. Refer to the section Preparing for installation
in the Experion HS R400 Software Installation User's Guide.
3. Clean install Experion HS R400 using Experion Application Software DVD. For
installing Experion Experion HS R400, refer to the section Installing Experion
HS Server/Installing Experion HS client software in the Experion HS R400
Software Installation User's Guide.
Attention
After completing Experion HS R400 installation, return to this section to proceed with
the migration.

Reinstalling antivirus software


After the migration, you need to reinstall, and configure the antivirus software.
Install the antivirus software updates that you have downloaded and saved to a
removable media, if any.

38

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PERFORMING THE MIGRATION

Updating custom setup files


If the system uses custom setup files (*.stn) in Station and you migrate the system to
a new release, you must update the path to these custom setup files so that they can be
accessed when the Station is launched.
To update the custom setup files
1

Open Station.

Choose Station > Connection Properties.

Click the Toolbars tab.

Edit reference in Menu, toolbar and keyboard shortcuts: to display proper


reference for currently installed Experion release.

Click the Displays tab.

Edit search reference for the current release.

Click Save to save the changes and close the dialog box.

Updating display files


Migrate the custom display htm files
You must run the HMIWeb Bulk Display Migrator tool to the abstract folder or any
folder containing custom displays to migrate the displays after migrating the server
and client nodes. This section describes the use of the Bulk Display Migration tool to
update/migrate custom display (.htm) and shape (.sha) files to a new version. Once
migrated, these files can be opened and displayed accurately in station.
Prerequisites
The Autosave option must be disabled in HMIWeb Display Builder before you
update your display files.
To disable the Autosave option
1

On the node, choose Start > All Programs > Honeywell Experion PKS >
Server > HMIWeb Display builder .

Choose Tools > Options.

On the General tab, clear the Save AutoRecover info every minute check box.

Click OK.

Close HMIWeb Display Builder.

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PERFORMING THE MIGRATION

To update the display files


1

On the client node, back up all directories that contain the display files.

On the server, go to C:\Program Files\Honeywell\Experion PKS\Client


\HMIWeb Display Builder.

Rightclick BulkDisplayMigrator.exe and click Run As Administrator.

Browse to the abstract folder(C:\ProgramData\Honeywell\Experion


that contains any custom display (.htm) files.

PKS

\Client\Abstract)

Click Go to run the bulk Display Migration tool on these folders to update the
display files.
Attention
Be sure to enable the autosave option (if desired) after the display files have been
updated.

Restore Windows network configuration settings


The Windows network configuration settings for the system may have not been
saved or restored during migration; you need to manually restore them after
performing the migration process.
To restore the Windows network configuration settings
1

Obtain the printout or log of the configuration settings recorded before migration
of the server. Refer to the section, Windows network configuration settings.

Enter the configuration values in the appropriate Windows dialog boxes.

Re-map the paths to network drives previously configured on the system.

Restoring and migrating the server database


This procedure restores the server data that was saved to the Experion Migration
Storage Node (EMSN). The server data includes the custom displays, groups,
trends, recipes, reports, history archives and other configuration data.
Prerequisites

40

This procedure must be performed after installing the Experion HS R400 server
software.

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PERFORMING THE MIGRATION

Attention
Considerations

If the new system has redundant servers, perform this procedure on the primary
server.

This procedure must be performed using an account with administrator rights.

Moving the files from the EMSN to the new server

Copy the shared folder (Backup) in the EMSN to the C:\ drive on the new server.

Restore and migrate the server database


1

Using Windows Explorer navigate to the C:\Backup\ServerData folder.

Choose Start > All Programs > Honeywell Experion PKS > Server >
Diagnostic Tools > Experion Command Prompt > .

Type the hscserver

Type the following command at the command prompt using the full path name
from Step 1 and the \data enclosed in quotes.
For example: C:\Backup\Honeywell Experion PKS\Migrate\ServerName
\HSCServer\ServerData\data sysbld -restore path\data -y

Review the output in the command window for errors.


If a file open error is displayed, the restore failed as the data file was not found at
the specified path. For example, file DATA open error 0209 at Backup open error
0209 path DATA EVFARC initialize error 0209 The file or directory was not
found.

/load /y

at the command prompt and press Enter.

Copying the restored files to the new directories


1

Using Windows Explorer copy the files from C:\Backup\ .. \HSCServer


\CustomDisplays1 to C:\ProgramData\Honeywell\Experion PKS\Client
\Abstract.
Do not copy the MasterLogic controller displays (prefixed ML). These displays
are included in the MLDP interface installation.

Using Windows Explorer copy the files from C:\Backup\ .. \HSCServer


\Archive0 to C:\ProgramData\Honeywell\Experion PKS\Server\Data.

Using Windows Explorer copy the files from C:\Backup\ .. \HSCServer


\Report to C:\ProgramData\Honeywell\Experion PKS\Server\Data\Report.
Select Skip for files and directories that already exist.

Using Windows Explorer copy the .TSV files from C:\Backup\ .. \HSCServer
\ServerData\OPCIntegrator to C:\ProgramData\Honeywell\Experion PKS
\Server\Data\OPCIntegrator.

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PERFORMING THE MIGRATION

Using Windows Explorer copy the files from C:\Backup\ .. \HSCServer


\ServerData\qdb to C:\ProgramData\Honeywell\Experion PKS\Server\Data
\qdb.

Using Windows Explorer copy the files from C:\Backup\ .. \HSCServer


\ServerData\scripts to C:\ProgramData\Honeywell\Experion PKS\Server
\Data\scripts.

Create ExceptionHistory folder in the C:\ProgramData\Honeywell\Experion


directory.

PKS

\Server\data

Updating the Quick Builder database


You must open Quick Builder and/or the Quick Builder project to update the
database file.
Attention

When you open Configuration Studio for the first time after migration,

the Quick Builder migration wizard is launched to migrate the database file. Do
not click cancel during this migration process and allow the wizard to complete
its task.

See the Quick Builder Guide in Knowledge Builder for more information.

42

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PERFORMING THE MIGRATION

Migrating Flex Stations


This chapter describes the tasks that you need to perform to complete the migration
of Flex Stations.

Close Windows applications


You must close all Windows applications before starting migration.

Migrating Experion Vista R301/HS R301 to Experion HS R400


To migrate a node operating with Experion Vista R301/HS R301 to Experion HS
R400 you must:
1. Install Windows 7 Professional Edition (32-bit) English version using the
appropriate OS media.
Refer to the OEM documentation for more information on installing the OS.
2. Configure the Operating System. Refer to the section Preparing for installation
in the Experion HS R400 Software Installation User's Guide.
3. Clean install Experion HS R400 using Experion Application Software DVD. For
installing Experion Experion HS R400, refer to the section Installing Experion
HS Server/Installing Experion HS client software in the Experion HS R400
Software Installation User's Guide.
Attention
After completing Experion HS R400 installation, return to this section to proceed with
the migration.

Reinstalling antivirus software


After the migration, you need to reinstall, and configure the antivirus software.
Install the antivirus software updates that you have downloaded and saved to a
removable media, if any.

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PERFORMING THE MIGRATION

Restore Windows network configuration settings


The Windows network configuration settings for the system may have not been
saved or restored during migration; you need to manually restore them after
performing the migration process.
To restore the Windows network configuration settings
1

Obtain the printout or log of the configuration settings recorded before migration
of the server. Refer to the section, Windows network configuration settings.

Enter the configuration values in the appropriate Windows dialog boxes.

Re-map the paths to network drives previously configured on the system.

Considerations after migrating a Flex station


If the migrate Flex Station task cannot be completed successfully, do not proceed
further with the migration. Ensure you have completed the following tasks after
migrating from Experion Vista R301/HS R301 to Experion HS R400.

44

Recreated the custom local user security groups, local user accounts or local
security policies, if any.

Required modifications are made to the custom displays that are migrated.

Reapplied any customizations to the standard system displays.

Reapplied any configurations that needs to be applied to the Operator accounts


that were linked to Windows user accounts.

Reapplied any customizations to the standard station menus, if any.

Reapplied any changes to the station configuration file (..\Windows\station.ini),


if any.

Reapplied the configuration settings of station setup file.

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PERFORMING THE MIGRATION

Migrating ServerA
Migrate ServerA only when you are satisfied with the operation of the migrated
ServerB and clients. Once ServerA is migrated, the two servers (ServerB and
ServerA) are synchronized and operate as redundant servers running on the new
release software. The following sections describes the tasks that you need to
perform, and the order in which these tasks must be performed.

Migrating remaining Flex Stations


Migrate the remaining Flex Stations before migrating ServerA. While migrating the
remaining Flex Stations, ensure that you have moved all the points, including all
SCADA points, to ServerB.

Close Windows applications


You must close all Windows applications before starting migration.

Migrating Experion Vista R301/HS R301 to Experion HS R400


To migrate a node operating with Experion Vista R301/HS R301 to Experion HS
R400 you must:
1. Install Windows 7 Professional Edition (32-bit) English version using the
appropriate OS media.
Refer to the OEM documentation for more information on installing the OS.
2. Configure the Operating System. Refer to the section Preparing for installation
in the Experion HS R400 Software Installation User's Guide.
3. Clean install Experion HS R400 using Experion Application Software DVD. For
installing Experion Experion HS R400, refer to the section Installing Experion
HS Server/Installing Experion HS client software in the Experion HS R400
Software Installation User's Guide.
Attention
After completing Experion HS R400 installation, return to this section to proceed with
the migration.

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PERFORMING THE MIGRATION

Proceeding with migration


In the procedures that follow, you need to install Honeywell software updates.
Before you proceed with these procedures, ensure that the installation of all software
on ServerA is completed successfully.
Attention
Do not proceed further with the migration if the installation of any software on ServerA
cannot be completed successfully.

Reinstalling antivirus software


After the migration, you need to reinstall, and configure the antivirus software.
Install the antivirus software updates that you have downloaded and saved to a
removable media, if any.

Setting up time synchronization


After completing the migration, you need to synchronize the time between the node
and the time server. For more information on setting up time synchronization, see the
Software Installation User's Guide.

Updating custom setup files


If the system uses custom setup files (*.stn) in Station and you migrate the system to
a new release, you must update the path to these custom setup files so that they can be
accessed when the Station is launched.
To update the custom setup files

46

Open Station.

Choose Station > Connection Properties.

Click the Toolbars tab.

Edit reference in Menu, toolbar and keyboard shortcuts: to display proper


reference for currently installed Experion release.

Click the Displays tab.

Edit search reference for the current release.

Click Save to save the changes and close the dialog box.

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PERFORMING THE MIGRATION

Restore Windows network configuration settings


The Windows network configuration settings for the system may have not been
saved or restored during migration; you need to manually restore them after
performing the migration process.
To restore the Windows network configuration settings
1

Obtain the printout or log of the configuration settings recorded before migration
of the server. Refer to the section, Windows network configuration settings.

Enter the configuration values in the appropriate Windows dialog boxes.

Re-map the paths to network drives previously configured on the system.

Checking the server status


On ServerA, ensure that you change the Experion server status to system running. It
should now show as backup.

Synchronizing the server databases


Synchronization is the process of copying the Experion server database from the
primary server to the backup server. When the server database on the backup server
is identical to the database on the primary server, the servers are said to be
synchronized.
To synchronize the server databases
1

Start Experion on the primary server and connect a Station to it.

Change to the mngr security level.

Choose View > System Status > Server Redundancy.


The Server Redundancy Status display opens.

Ensure that backup server is started.

On the Server Redundancy Status display on the primary server, the LEDs in
the Link Status group should change from red to green and indicate the
following:

Running

Link n (LINK0n)

Click Synchronize to synchronize the servers.

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PERFORMING THE MIGRATION

The Experion database on the primary server is automatically copied to the


backup server. The time taken to synchronize depends on the size of your system.
Synchronization in large systems takes considerable time to complete, while the
synchronization in small systems takes only up to 10 minutes. The
synchronization indicator (the first LED in the Backup Server group) should
change from red to green, and the text should change from Not synchronized to
Synchronized.

Enabling file replication


This section describes how to enable file replication for the migrated servers/clients.
After migration, you must restore the file replication settings so that file replication
is enabled on the nodes.
Prerequisites
You must manually and locally create the appropriate Windows network shares on
each source and destination computer before configuring custom replications on the
Experion server, as intended for use in each custom replication. For more
information about configuring these Windows network shares, see the Configuring
File Replication section in the Server and Client Configuration Guide in
Knowledge Builder.
To enable file replication
1

In Station, choose Configure > Configuration Tools.

On the display page, under the General heading, click File Replication.

Select all Send check boxes on the file replication page.


Tip
Receive is no longer available at this point.

Close Station.

Enabling file backup (flbkup.def)


This procedure describes how to enable file backups on the server by editing the file
flbkup.def. After migration you must enable any file backups in the flbkup.def file
for the server.
To enable file backups after migration
1

48

On the server, open C:\ProgramData\Honeywell\Experion


\flbkup.def in a text editor such as Notepad.

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PERFORMING THE MIGRATION

Review the file and re-apply any backup requests disabled previously by placing
an S at the start of the line.
Refer to the flbkup.def file saved to the remote location before migration and add
any user-defined file backups from this file to the new filbkup.def file.

Save the file.

Close the text editor.

Building the assets and alarm groups


Experion HS has a simplified version of the Enterprise Model; the Asset
configuration is preserved during the migration. This topic describes how to load the
assets and alarm group models located in the Enterprise Model to servers. Note that
performing this procedure loads the entire system enterprise model, (system model,
asset model, and alarm groups) to servers.
To build the assets and alarm groups
1

Open Configuration Studio.

In the Configuration Explorer tab of Configuration Studio, click Enterprise


Model.

In the tasks window, click Build Assets or Build Alarm Groups.


The Assets Builder/Alarm Group Builder dialog box appears.

In the asset model tree, right-click on the parent for the new asset and click Add
Asset.
or
In the alarm group model tree, right-click on the parent for the new alarm group
and click Add Alarm Group.
The Enterprise Assets or Alarm Groups dialog box appears.

Type the name of the asset or alarm group and click OK.
The new asset/alarm group appears as a child of the parent asset/alarm group.

Configure the properties of the asset/alarm group.

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PERFORMING THE MIGRATION

Post migration tasks


Perform the following tasks to complete the migration of the nodes.

Changing the ServerA to primary


Ensure that you check the server states after completing migration.
To check the server states
1

Log on to Station running on ServerA.

Change to the mngr security level.

Choose View > System Status > Server Redundancy to open the Server
Redundancy Status display.
Option

Description

If ServerA is running as primary Ensure that the servers are synchronized.


and ServerB as backup
If ServerB is running as primary 1. Ensure that the servers are synchronized.
and ServerA as backup
2. From Station, choose View > System Status
> Server Redundancy to open the Server
Redundancy Status display on the primary
Experion server.
In the Link Status group, the LEDs must
change from red to green and indicate the
following:

Backup server is green.

Link On (LINKOn) is OK.

3. Click Synchronize to synchronize the


servers.
4. Click Manual failover.
5. In the message zone, click Yes.
6. Ensure that ServerA is running as primary
and ServerB as backup.

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Option

Description
7. After a few minutes, click Synchronize, and
then Yes to resynchronize the databases. (If
you start synchronization immediately after
the failover, an error might occur.)

Installing the Domain Controller package


To install the domain controller package
1

Insert the Experion installation media in the disk drive of the domain controller
node.

Using Windows Explorer, browse to \Packages\dcsecurity folder and doubleclick Honeywell security model domain controller.msi.

Follow the instructions on-screen to proceed with the installation.


The InstallShield Wizard Completed dialog box appears.

Click Finish.
Perform steps 5 through 9 in the Experion nodes that are added to the domain.

Choose Start > All Programs > Accessories and right-click Command
Prompt and click Run as an Administrator.

In the UAC, click Continue.

In the Command Prompt, type the following and press Enter.


cd C:\Program Files\Honeywell\WkStaSecurity

The Command prompt displays the following path:


C:\Program Files\Honeywell\WkStaSecurity

To link the domain groups, type LinkDomainGroups.vbs and press Enter.

Click OK in the confirmation dialog box and follow the instructions on-screen to
complete the configuration.

To remove the domain controller package


1

Choose Start > Control Panel on the domain controller node.


The Control Panel appears.

Click Programs and Features.

Select Experion Security Policy in the list of installed programs and click
Uninstall.

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PERFORMING THE MIGRATION

Attention
Honeywell-provided Group Policy Objects (GPOs) are over-written when the new
domain controller security package is installed. Therefore, any customizations
made to the GPOs must be recreated once the new domain security package is
installed. Users should create their own GPOs for settings they want to customize,
rather than modifying the Honeywell-provided GPOs.

Upgrading a Windows domain controller


If your Experion system is part of a Windows domain, and that Windows domain is
running an unsupported version of Windows operating system, you must upgrade
the Windows operating system on that domain controller.
For more information about the recommended operating system upgrade
procedures, seehttp://support.microsoft.com/default.aspx?scid=kb;en-us;325379.

Adding a node to a Windows domain

The procedure to add a node to a Windows domain is applicable only if you want
your computer to be assigned to a Windows domain.

Refer to the Experion Software Installation User's guide for more information on
adding a node to a Windows domain.

Re-establishing Engineering user groups


If the system has custom local user groups, custom local user accounts, and userdefined security policies, ensure that local Windows groups and local user accounts
are re-established on the migrated Experion nodes. For more information, refer to
the section Considerations for Local Windows groups and local user accounts on
page 16 .

Importing the EDS files


You must import the EDS files, in case

you have performed an Operating System change (install, reinstall, or product


hardware change) during migration

you have RSLinx installed on your system.

For more information, visit http://www.software.rockwell.com.

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Configuring MLServer Configuration Tool


If you are using MasterLogic channel, you must reconfigure the IP address for
MLPLC in the MLServer Configuration Tool. This facilitates communication
between MLPLC and the Experion server. The IP address must be configured on the
primary server.

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Troubleshooting Migration
Restarting the migration application
If you find that migration application must be stopped to correct an error, the
migration application can be restarted and resumed from the last operation. In most
cases, nothing is lost and migration resumes from the point where it stopped. To
restart the migration application, eject the installation media from the disk drive and
then re-insert it. The migration application should launch and resume from the last
operation completed.
Attention
If you encounter errors while using the migration tool, acknowledge the errors. After
you acknowledge the error, the system restarts. You need to restart the migration tool to
continue with the migration.

Correcting the computer name displayed in Configuration Studio


When performing a migration with Operating System reinstallation, ensure that the
computer name is not changed after reinstalling the Operating System. If you have
changed the computer name, perform the following steps to correct the computer
name displayed in Configuration Studio.
To correct the computer name
1

Choose Start > All Programs > Honeywell Experion PKS > Server >
Diagnostic Tools > Experion Command Prompt.

Change the directory to C:\Program


\Run.

Type the following command at the Experion Command Prompt:

Files\Honeywell\Experion PKS\Server

EMBCKBUILDER c:\Out.xml SYSTEM

Wait for the command to complete.


4

In Notepad, open the file, C:\Out.xml.

Search and replace the old computer name with the new computer name to
update the following entries:
<BlockName> ComputerName </BlockName>
<EntityName> ComputerName </EntityName>
<ParamName> NODENAME </ParamName>
<ParamValue> ComputerName </ParamValue>

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Attention
Note: If this node is a part of the redundant pair, then the new computer name is its
base name without the suffix A or B.
6

Check the server redundancy setting:


<ParamName> REDUNDANT </ParamName>
<ParamValue> OFF </ParamValue>

This setting must be OFF for a non-redundant server and ON for a redundant
server.
7

Save the file and close Notepad.

Type the following command in the Experion Command Prompt:


EMBUILDER C:\Out.xml FORCE

Wait for the command to complete.

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