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Installation Instructions

Release 4.5.1
278703 Rev. L

Installation Instructions

Refer to this publication for complete and accurate information that helps you better operate and service Metso
Automation equipment. Your comments and suggestions are welcome.
Metso Automation
1180 Church Road
Lansdale, PA 19446
Attention: Manager, Technical Publications
MAX 1, MAX 1000, maxDNA, and the Metso Automation logos are trademarks of Metso
Automation. All other company and product names are registered trademarks or trademarks of
their respective companies.

Copyright 2011 by Metso Automation, Inc.


Printed in the United States of America
All Rights Reserved

Metso Automation 278703

Contents
1.

RELEASE MATERIAL COMPONENTS...........................................................................................3


1.1
1.2
1.3
1.4

2.

RELEASE OVERVIEW........................................................................................................................4
2.1

3.

MAXDNA........................................................................................................................................3
DPU BUS MODULE (DBM).............................................................................................................3
MAXDPU4E/MAXDPU4F/MAXDPU50...........................................................................................3
MAXDNA RELEASE OVERVIEW.......................................................................................................3

INTRODUCTION................................................................................................................................4

SOFTWARE INSTALLATION.............................................................................................................5
3.1
WINDOWS XP INSTALLATION INSTRUCTIONS..................................................................................5
3.2
MAXDNA SOFTWARE INITIAL INSTALLATION INSTRUCTIONS.........................................................6
3.3
MAXDNA SOFTWARE UPGRADE INSTALLATION INSTRUCTIONS...................................................12
3.4
DPU4E/F INSTALLATION INSTRUCTIONS......................................................................................14
3.4.1
DPU4E CPLD..........................................................................................................................14
3.4.2
DPU4E CE Flash Upgrade.....................................................................................................14
3.4.3
DPU4F CE CompactFlash Upgrade......................................................................................14
3.5
DPU BUS MODULE (DBM) SOFTWARE INSTALLATION INSTRUCTIONS........................................15
3.5.1
DBM Full Install......................................................................................................................15
3.5.2
DBM Upgrade Installation......................................................................................................20
3.5.3
Changing the DBM Configuration Parameters.......................................................................21
3.5.4
Changing the Time Zone in the DBM.......................................................................................22

4.

GETTING STARTED..........................................................................................................................24
4.1
4.2
4.3

5.

OVERVIEW.....................................................................................................................................24
MAXSTATION APPLICATIONS (DESKTOP ICONS).........................................................................25
TRAY AREA ICONS.........................................................................................................................26

INSTALLATION OF OPTIONAL WORKSTATION HARDWARE.............................................27


5.1
INSTALLATION OF DUAL MONITOR USING NVIDIA QUADRO SERIES VIDEO CARDS..................27
5.1.1
Connect and Power Two Monitors...........................................................................................27
5.1.2
Add a Soft Key to the Registry to Enable Multi Monitor maxSTATION..................................27
5.1.3
Determine if the NVIDIA Driver Needs to be Installed...........................................................27
5.1.4
Remove the User Operator from the Operator Group to Allow Configuration.......................28
5.1.5
Remove the Currently Installed NVIDIA Driver (if one exists)................................................28
5.1.6
Load and Configure the NVIDIA Display Driver/nView Desktop Manager............................28
5.1.7
Use the NVIDIA Desktop Manager to Configure Other User Accounts..................................29
5.1.8
Add Operators back into Operator Group...............................................................................30

6.

INSTALLATION OF AN AXIS PRINT SERVER FOR NETWORK PRINTING........................31


6.1
AXIS 540+....................................................................................................................................31
6.1.1
Hardware Installation of the AXIS 540+.................................................................................31
6.1.2
Configuration Overview...........................................................................................................31
6.1.3
Configuring the AXIS 540+ Print Server.................................................................................31
6.1.4
Windows Software Configuration.............................................................................................32

Installation Instructions
6.2
AXIS 5400+..................................................................................................................................33
6.2.1
Hardware Installation of the AXIS 5400+...............................................................................33
6.2.2
Set the Print Servers IP Address.............................................................................................33
6.2.3
Install the AXIS Software.........................................................................................................34
6.2.4
Print Server Administration.....................................................................................................35
6.2.5
Sharing a Printer......................................................................................................................37
6.2.6
Restoring the Print Servers Factory Default Settings.............................................................38
7.

MAXVUE SCREEN PRINT SETUP..................................................................................................39


7.1
7.2

8.

ENGINEER STATION........................................................................................................................39
OPERATOR STATION.......................................................................................................................39

MAXSTORIAN DISK STORAGE SETUP.......................................................................................40


8.1
8.2

9.

HIGH PERFORMANCE MAXSTORIAN...........................................................................................40


NEW MAXSTORIAN PARTITION ON ONE HARD DRIVE...............................................................42

INSTALLATION OF STABLE TIME CARD...................................................................................48


9.1
9.1.1
9.1.2
9.1.3
9.1.4
9.1.5
9.1.6
9.2
9.2.1
9.2.2
9.2.3
9.2.4
9.2.5
9.3
9.3.1
9.3.2
9.4

10.

MASTERCLOCK MCRPCI (PMX107, REV D)...............................................................................48


Hardware Installation..............................................................................................................48
Driver Installation....................................................................................................................48
Application SW Installation.....................................................................................................49
Stop Windows Time Service......................................................................................................49
Verify that the Time Card is Operating Properly.....................................................................50
Set the Cards Time and Date...................................................................................................51
BEAGLE SOFTWARE CLOCKCARD TIME CARD (PMX107, REV C)...............................................51
PC Compatibility......................................................................................................................51
Installation of ClockCard and Windows XP driver..................................................................52
ClockCard Service Installation................................................................................................52
Setting the Time and Date for the ClockCard..........................................................................53
Checking Configuration Settings for the ClockCard and ClockWatch....................................54
ICS ADVENT/KONTRON NTR2100-P STABLE TIME CARD (METSO #047365).............................58
Install the Windows XP Driver.................................................................................................58
Configure the Time Card..........................................................................................................58
CONFIGURE THE MAXDNA SOFTWARE FOR DBM BASED SYSTEMS............................................58

INSTALLATION OF TERMINAL SERVER FOR REMOTE WEB ACCESS........................60

10.1
GETTING STARTED.........................................................................................................................60
10.2
WINDOWS UPDATES......................................................................................................................60
10.3
MANAGE YOUR SERVER................................................................................................................61
10.4
TERMINAL SERVER LICENSING......................................................................................................61
10.5
VIRUS PROTECTION INSTALLATION...............................................................................................62
10.6
NETWORK SETUP...........................................................................................................................62
10.6.1
SBP Server Connection........................................................................................................63
10.6.2
Internet WAN Setup..............................................................................................................65
10.7
COMMERCIAL FIREWALL SETUP....................................................................................................66
10.8
TERMINAL SERVICES CONFIGURATION CUSTOMIZATION..............................................................72
10.9
MAXSTATION INSTALLATION.......................................................................................................75
10.10 LOCAL SECURITY SETTINGS..........................................................................................................75
10.11 USER ACCOUNT CONFIGURATION.................................................................................................78
10.12 WINDOWS FIREWALL EXCEPTIONS................................................................................................79

Metso Automation 278703

Installation Instructions

1.

Release Material Components

Note that beginning with Release 4.3, the maxDNA installation is a two-disk set. Beginning with Release
4.3.1, the DPU4F files are not included on the maxDNA installation disk. Beginning with Release 4.5 the
Virtual DPU files are not included on the maxDNA installation disk. The maxDNA System requires the
following components be installed or upgraded to the following revision levels:

1.1

maxDNA
Release 4.5.1 Jan 2011
Release 4.5.1 Jan 2011

1.2

Media: Pre-Requisites CD
Media: Installation CD

DPU Bus Module (DBM)


Release 3.19

June 2006

Media: Diskette

Files & scripts necessary to create an installation diskette are located in the
DBM directory on the maxDNA CD. Refer to the README.TXT file for
instructions.
1.3

maxDPU4E/maxDPU4F/maxDPU50
Files needed to flash a DPU should be installed from the latest maxDPU4E,
maxDPU4F or maxDPU51 disk as needed.

1.4

maxDNA Release Overview


Release 4.5.1 Jan 2011

Media: Paper

-orThe Word document file is contained on the maxDNA Installation CD in the


ReleaseNotes directory.

Metso Automation 278703

Installation Instructions

2.

Release Overview

2.1

Introduction

Release 4.5.1 contains new features and enhancements relative to the previous series Release 4.x and 3.x.
Notably support for the ACN 5.1 release with MIO redundancy enhancements. Installing this release to
your maxDNA system will give you access to all of these new features. Refer to the document
278700_ReleaseOverview.doc for more details.
Release 4.x series requires the Microsoft Windows XP Professional edition operating system with Service
Pack 3 (included on the Pre-Requisites CD). Workstations upgraded to Release 4.x will continue to support
DPU4E versions 2.1 and 3.0 to 3.3. The following DPU4E model numbers can be upgraded: PDP301
through PDP309. (part numbers 081818, 081819, 181832, and 181833) Older model numbers PDP201
through PDP209 (part numbers 081830, 181830, and 181831) will require a hardware upgrade to operate
under Release 4.x. Consult with Metso Customer Care to schedule this upgrade. Once modified, they will
operate properly with Release 4.x and earlier versions.
Release 4.5.1 may also be installed on Microsoft Windows Server 2003 (both 32-bit and 64 bit versions).
To upgrade to release 4.x from Release 3.x or earlier it is recommended that you backup your Custom
directory to another machine or a CD-R disk, reformat the hard drive, install Windows XP Professional
with Service Pack 3, install maxDNA4.x, then restore your Custom directory. If you are updating from
Release 4.0 the installation program will automatically detect if Service Pack 3 has been installed and will
automatically launch the SP3 installation if necessary. The section in this document titled maxDNA
Software Upgrade Installation Instructions will describe the proper procedure for installing this upgrade. If
you are upgrading from Version 4.0 or an earlier version of 4.1, proceed directly to the section maxDNA
Software Upgrade Installation Instructions.
Note: ISAGRAF IEC-1131 with DPU4Bs is not supported by this release.

Metso Automation 278703

Installation Instructions

3.

Software Installation

NOTE: Hyper-threading and dual core are supported starting in Release 4.3. However if these features are
enabled, a USB dongle is required. These features must be disabled if the parallel dongle is being used or
the workstation will become unstable.

3.1

Windows XP Installation Instructions

The following procedure should be utilized to install the Windows XP Operating System due to either a
catastrophic loss of a workstation hard drive or a re-installation of a corrupted existing installation.
Before beginning the procedure, all required materials and workstation configuration information should be
located, assembled, and prepared. Also any optional hardware (modem, sound card, plant Ethernet card)
should be installed. The following information should be contained in the information packet supplied
with the computer. If the computer was previously operational, the following information can be retrieved
from the system. See notes below for information on how to locate the needed information.

Required Materials:
Windows XP Professional CD-ROM or system restore disk from manufacturer
(Optional) Display driver disk.
If installing multiple monitors you will need the CD( model #SFT467) which
contains the display driver (#075153) and a soft key for enabling Multi-monitor
support in maxVUE. The CD must be the one supplied for this Workstation since
the soft key must match the dongle installed on this workstation.
If installing Thin Client support on Windows Server 2003 you will nee the CD that
contains the soft key to enable the number of Client Licenses you have purchased.
The CD must be the one supplied for the Server since the soft key must match the
USB dongle installed with the Server.
Required Windows XP configuration information:
Username
Organization
Windows XP CD-Key

Computer Name *
Workgroup Name
TCP/IP network address Plant
Model # of Video Card
Model # of Network Card A
Model # of Network Card B
Model # of Plant Net Card
Serial Number of PC

(installers choice)
(installers choice)

(if this card is installed)

(optional)

(for reference only)

* The Computer Name is limited to a maximum of 14 characters.


can only contain letters, numbers, underscore _, and dash -.
Hints:

Metso Automation 278703

The name

Installation Instructions
If there is an operational version of Windows from a previous installation all of the above information can
be retrieved. You must be logged in as administrator.
Computer Name, Workgroup Name: Within the Computer Name tab of the System Control Panel item,
you will see the Computer Name and Workgroup Name.
Model # of other Cards: Continuing within the System Control Panel view opened above, Select the
Hardware tab and click on Device Manager the Model #s appear when you expand the corresponding
category.
Serial Number of PC this should be on the label on back of the PC.
Important: Windows XP, Service Pack 3 and all current updates from Microsoft must be installed on
the C: drive for proper installation of the maxDNA software. A copy of Service Pack 3 is located on
the maxDNA pre-requisites disk. If Service Pack 3 has not been installed and you have inserted the
maxDNA installation disk, simply press NO when asked if Service Pack 3 is installed to exit the
installation helper. Install Service Pack 3 from the maxDNA pre-requisites disk and perform a
system restart. There is currently no Service Pack for Windows Server 2003.

3.2

maxDNA Software Initial Installation Instructions


This section of the Installation Instructions covers the initial installation of Release 4.5.1. If the
workstation already has a version of Release 4.x installed, proceed to the section titled maxDNA
Software Upgrade Installation Instructions.
NOTE: Hyper-threading and dual core are supported starting in Release 4.3.x. However if these
features are enabled, a USB dongle is required. These features must be disabled if the parallel dongle
is being used or the workstation will become unstable.

1.

Log on as Administrator. Insert the maxDNA Pre-requisites CD in the CD drive and close. (If the disk
is already in place open and close the drawer to start the installation)

2.

If Windows XP Service Pack 3 was not previously installed, you will be prompted to launch the SP3
installer. Click OK to begin the process of installing SP3. You will see the progress of extracting files
and then the Installation Wizard will start.
Click Next
Click I Agree and then click Next. Accept the default folder location by clicking Next.
The installation of SP3 will take awhile. Please wait while it is working.
Click the Finish button and leave the Do not restart now box un-checked.
After the reboot, log on as Administrator. You may be asked if you want to enable auto updates.
For a maxSTATION, answer No.
Re-insert the maxDNA CD and continue with the installation.

3.

Answer the Question "Have You Installed the Latest Qualified Windows
Updates?". Click Yes if you have installed the latest qualified patches or if you do not have a
CD with the latest patches, and installation will continue. If you click No, the installation will exit to
allow you to install the latest qualified patches. These patches are available from Metso Automation
Life Cycle Services. If the update requires a reboot, log on as Administrator, re-insert the maxDNA
CD and continue with the installation.

4.

If you have just installed Service Pack 3 you will be asked Do you need the Symantec Antivirus Patch
for XP SP3?. If you are running Norton anti-virus software and do not use Live Update, or if you are
not sure, click Yes. This will run the Symantec Registry Repair Tool.
Click the I accept button and then click Next.
Click Next two more times. Then click Finish.

Metso Automation 278703

Installation Instructions

You must reboot the station at this point.


After the reboot, log on as Administrator, re-insert the maxDNA CD and continue with the
installation.

5.

Answer the Question Please Rename CD ROM to Z: by pressing OK. The Disk Manager Dialog
should then appear.
Right-click the cd-rom icon with the caption "maxDNA 4.5.1". (should be drive letter "D:" or
E:)
Select "Change drive letter and paths" from the context menu that pops up.
Select Change then select "Z:" from the pull down menu of drive letters. Click OK and close. You
will get a warning that programs may no longer run click Yes. Then close the Disk Manager
dialog.

6.

Answer the Question Please Edit all instances of the Old Drive Name To Z: by pressing OK.
The REGEDIT dialog should then appear.
Press Ctrl-F to bring up the search function.
Type (D:\ or E:\) into the find box.
When an entry containing (D:\ or E:\) is found, make sure it is part of a drive path name. For
example, D:\INSTALL\ would need to be changed but MSWD:TEXT is not a valid path name.
Double click on the valid entries and change the "D:" in the entry to Z:
Press F3 to search the registry again.
Change additional entries in the same manner as above.
When all entries have been changed, close the Registry Editor

7.

Answer the Question The .Net Framwork version 2.0 must be installed,
Setup Helper will now launch the upgrade. by pressing OK. The Installation
manager should then appear.
Click the Next button.
Select the I accept button and click Install.
Click the Finish button.
Re-insert the Installation CD to continue with the installation.

8.

Answer the Question Please Check Resolution for 1024x768 at HiColor (16 bits): by pressing
OK. The Display Properties Dialog should appear.
Adjust the settings as follows:
Color Quality Medium (16 bit)
Screen resolution: 1024x768
Refresh Frequency: <=75 Hz (Depends on Monitor, e.g. an LCD Monitor should probably be set
to 60 Hz)
Note: some newer wide screen monitors that you may want to run at a different resolution
will cause the installation to be cancelled if not run at 1024 x 768 resolution. You must set
the monitor to a resolution of 1024 x 768 now, but you may change it to the desired
resolution after the installation process.

9.

Answer the Please set Power Option to "Always ON" by pressing OK. The Power Control
Panel Dialog should appear.
Set the Power schemes to Always On and under Settings for Always On power scheme - turn off
monitor to Never

10. Answer the Please insure time and time zone are correct" by pressing OK. The Date and

Time Properties Dialog should appear.

Metso Automation 278703

Installation Instructions

Set up the system clock to have the proper time.


With the time zone tab select the appropriate Time Zone for your area.

11. If this Windows Server 2003, click the Cancel Button, but if this is a Windows XP WorkStation,
answer the Setup Net A & B to 172.16.160.00 and 172.17.160.00 by pressing OK. The

Network Connections Dialog should appear.


Double click on the Network Corresponding to Net A.
Click on Properties
Click On Internet Protocol (TCP/IP) and Click on Properties.
Select Use Following IP Address
Enter 172.16.160.0as the address
Fill in the values for the Subnet mask as 255.255.0.0
Close the TCP properties dialog.
Close the Net Properties dialog.
Repeat above for Net B using 172.17.160.0 as the address
12. Answer the Please enlarge Virtual memory to twice the size of RAM): by pressing OK. The

System Properties Dialog should appear.


Select the Advanced Tab.
Click on the Performance Settings button.
Select the Advanced Tab.
Click the Change button.
Enter new Virtual memory settings equal to twice the size of RAM and maximum of three times
the size of RAM.
Click the Set button.
Close all open windows
13. Answer the Change to Allow Time Edit and Dismount of Media): by pressing OK. The Local

Security Settings Dialog should appear.


Open the Local Policies folder
Click on User Rights Assignment
Double click on Change the system time
Click on Add Users or Groups
A window titled Select Users or Groups will be displayed. Click on the Advanced button.
From the next window click on Find Now
Double click on Everyone from the list.
Close the Change the system time dialog box by clicking on OK
From the left hand pane select Security Options
Double click on Devices: Allowed to format or eject removable media
Click on drop down and select Administrators and Interactive Users
Using the navigation tree on the left side, click on the top level IP Security Policies on Local
Computer
In the right side detail pane, the Client entry needs to have the Policy Assigned field set to Yes. If
not set to yes, then right click on the Client name field and select Assign from the context menu.
Close the Local Security Settings Dialog

14. If this a Windows XP WorkStation, answer the Configure a default printer by pressing OK. The

Printers folder should appear.


If you have a real printer attached it should be set up here
Otherwise set up a local printer by selecting FILE: Print to File under the Use the following port
option and select the HP LaserJet III printer from the Install Printer Software page.
Metso Automation 278703

Installation Instructions

15. If you are installing from the Pre-requisites disk, you will be prompted to install the Installation disk at

this point.
Remove the Pre-requisites disk and insert the Installation disk and press OK

16. Answer the Install Word View if No Microsoft Word by pressing OK. The install dialog should

appear.
Accept all defaults

17. Answer the Install Acrobat Reader by pressing OK. The install dialog should appear.

Accept all defaults

18. If Office 97 will not be installed on this station, answer the Install Access Runtime (If no Office 97
Installed) by pressing OK. The install dialog should appear. Otherwise install Office 97

professional and insure that Access 97 is installed.


Accept all defaults

19. Answer the Install Java Runtime by pressing OK. The install dialog should appear.

Accept all defaults

20. The maxDNA install will then be launched.

A Welcome dialog will appear, confirm the version to be installed and continue by clicking on
the Next button.

A dialog box will open showing the setup type to be installed. Select WorkStation
maxSTORIAN if this is a new installation OR you are upgrading your system to use the postRelease 4.3.1 version of maxSTORIAN. Select WorkStation Classic maxSTORIAN if your
system is using the older version of maxSTORIAN and you wish to have this station maintain
compatibility with it. Click on the Next button to continue.

Next select the components to install. Checking the DBM option will setup the desktop and
program menu to support systems using DBMs. Checking the DPU4E/4F option will setup the
desktop and program menu to support systems using DPU4E/4F. Click on the Next button to
continue. Do not check DBM for a Windows Server installation.

The installation will now proceed. Please wait a few minutes for its completion.

If during installation, a locked file warning dialog should appear, these can be ignored! These may
typically appear for TTF file types.

Note that as part of the installation 3 user accounts named Engineer, Operator, and
EngineerService will automatically be created. The Engineer and Operator accounts are each to be
used as logins, and have initial passwords matching their name in lower case. The EngineerService
is special and represents the account under which critical services will start and run continuously,
regardless of an interactive login being active. The EngineerService account is thus not meant for
use as an interactive login.

Once the maxDNA release installation is complete, the install procedure will present a re-boot
option screen to you. Select No to not reboot at this time.

21. Answer the Would You Like to Import a Wks.ini & DpuList.ini? (No to run DomainConfig)
question Yes if you have a Wks.ini available on the network or on floppy. No if you need
to run the Domain Configuration program to set one up.

Enter All domain names and station names for workstations on your network

Metso Automation 278703

Installation Instructions

A maxDNA Terminal Server installation should import the Wks.ini and DpuList.ini files from another
maxDNA station

22. Answer the Please Configure Station Startup by pressing OK. The Startup Configuration

dialog should appear.

10

Metso Automation 278703

Installation Instructions

If this is an operators station for a DPU4E/4F only system, then accept the defaults and allow tool to
overwrite maxDNA.ini
For a Windows Server installation, check the Remote SBP box.
For other stations enable and / or add appropriate startup items. The Enable checkbox must be
checked for a feature to be included on startup. The Run as Service checkbox is used to launch an
application on Windows startup under the EngineerService account as always running. This is the
recommended option for the maxSTORIAN and Events features to prevent interruption in service and
the potential loss of data.
For maxSTORIAN, the entry of a unique name per Domain is required. The Classic maxSTORIAN
requires set up of the following additional information: The Pts/sec entry (default 100) is the rate of
restoring a configuration on startup. A nonblank maxSTORIAN Password is required to allow use of
all of the maxSTORIAN functionality, such as browsing points with the maxSTORIAN control panel.
This password also adds protection to the MxsStorageRoom file folder that must be network shared
when backup is enabled. The same password is required for all stations where browsing points
with the maxSTORIAN control panel is desired not just the History Stations. The password
must be entered via the Startup Configuration tool.
The enabling of the Alarms feature provides the alarm summary display services for maxVUE.
The additional checking of the List Server, provides the alarm list services that are part of the standard
maxVUE vertical toolbar display. It is recommended that no more than two stations per Domain have
this option enabled, to minimize the system loading due to alarm data gathering.
Add a custom entry by clicking on the right hand Setup button of the first blank entry. This will launch
an entry dialog as follows:
Metso Automation 278703

Installation Instructions

First select the type of application. Note that each type has distinct parameters that will appear that need to
be completed. The above example is for a custom application. Alternatively the Virtual DPU will provide a
view that includes entry of a DPU name and the path to the MXT file to load, among other options. These
views typically break out the Option Switch components into easily entered fields. Note that switching
back to the Custom Application view provides the ability to add to the Option switches any entry not
provided in the select view (such as redundancy switch settings for the Virtual DPU). Complete all entries
and select OK. Note that the entry of a correct Shutdown (Windows) Title is important to any non-SBP
applications. For an SBP application (checkbox enabled), this is not needed, as an alternate shutdown
message technique is used.

Lastly close the Dialog via Save / Exit and allow tool to overwrite maxDNA.ini

23. Click on Exit.


24. If this is the first time that you are installing with a USB dongle, now is the time to plug the

25.
26.
27.
28.

29.

12

dongle into an available USB port. Subsequent installs of the maxDNA software can be
performed with the USB dongle in place.
Click on Yes to reboot.
After Reboot Log on as Administrator. Check the CD ROM for a PATCHES directory. If present
double click on the Install.bat.
Edit the file C:\Custom\Sbp\TimeZone.ini file to provide the system with detailed information about
your time zone.
The default for Windows XP is to have simple file sharing enabled. This must be disabled on nonWindows Server PCs. Open Windows Explorer, click on Tools-Folder Options-View. Scroll to the
bottom and un-check the box labeled Use simple file sharing. Click the Apply to all Folders button at
the top of the page, and then click OK.
If this station will be used to flash maxDPUs, you may install the latest maxDPU4E or maxDPU4F
files now. Put the maxDPU4E/4F CD in the drive. It should automatically launch the self-extracting
EXE that will unzip the DPU files to their correct location. The maxDPU4E files will unzip to

Metso Automation 278703

Installation Instructions
C:\Mcs\Setup. The maxDPU4F files will unzip to C:\Mcs\Setup\DPU4F. Click the Unzip button, and
when complete, then click the Close button.
30. Reboot your system.

End Of maxDNA 4.x WorkStation Setup


Note: if you have a dual monitor configuration, proceed to the section Installation of
Dual Monitor Using NVIDIA Quadro Series Video Cards. If this is an installation of
Windows Server, insert the Thin Client CD and double click the .REG file and reboot.
Note: if this maxSTATION is to run the high performance maxSTORIAN with storage to
a second disk, insert the maxSTORIAN High Performance CD and double click the .REG
file, then follow the directions in section maxSTORIAN Second Disk Setup.
3.3

maxDNA Software Upgrade Installation Instructions

This section covers the upgrade of the maxDNA Software on a workstation that has a previous version of
maxDNA Release 4.x installed.
NOTE: Hyper-threading and dual core are supported starting in Release 4.3. However if these
features are enabled, a USB dongle is required. These features must be disabled if the parallel dongle
is being used or the workstation will become unstable.
SBP services will be disabled whenever you are installing maxDNA software or WindowsXP Service
Packs. They will be re-enabled on the reboot after installation.
1.
2.
3.
4.
5.

6.

Log on as Administrator.
Check for AutoLogon set up. From the Start Menu, Programs, Max Administrative Tools, select
the SetAutoLogon utility. If Auto Logon is enabled, disable it. (Remember which user is set up
for Auto Logon).
Restart the computer and log back on as Administrator.
Insert the maxDNA release CD into the CDROM drive to begin the upgrade. (If the installation
does not automatically start, use Windows Explorer to launch the CDStart.exe program on the CD)
If Windows XP Service Pack 3 was not previously installed, you will be prompted to launch the
SP3 installer. Click OK to begin the process of installing SP3. You will see the progress of
extracting files and then the Installation Wizard will start.
Click Next
Click I Agree and then click Next. Accept the default folder location by clicking Next.
The installation of SP3 will take awhile. Please wait while it is working.
Click the Finish button and leave the Do not restart now box un-checked.
After the reboot, log on as Administrator. You may be asked if you want to enable auto
updates. For a maxSTATION, answer No.
Re-insert the maxDNA CD and continue with the installation.
Answer the Question "Have You Installed the Latest Qualified Windows
Updates?". Click Yes if you have installed the latest qualified patches or if you do not
have a CD with the latest patches, and installation will continue. If you click No, the
installation will exit to allow you to install the latest qualified patches. These patches are available
from Metso Automation Life Cycle Services. If the update requires a reboot, log on as
Administrator, re-insert the maxDNA CD and continue with the installation.

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7.

If you have just installed Service Pack 3 you will be asked Do you need the Symantec Antivirus
Patch for XP SP3?. If you are running Norton anti-virus software and do not use Live Update, or
if you are not sure, click Yes. This will run the Symantec Registry Repair Tool.
Click the I accept button and then click Next.
Click Next two more times. Then click Finish.
You must reboot the station at this point.
After the reboot, log on as Administrator. Re-insert the maxDNA CD and continue with the
installation.

8.

You must choose the Setup Type that is appropriate for your system. If this is a new Release 4.5.1
system or you are upgrading from the older maxSTORIAN, accept the default WorkStation
maxSTORIAN type. If you wish to maintain the pre-Release 4.4 maxSTORIAN, select the
WorkStation Classic maxSTORIAN.
When presented with the Select Components dialog, be sure to check the box for DBMs if your
system contains any DBMs and uncheck the DPU4E DPU4F box if your system does not
contain either of these DPU types.
If this is the first time you are upgrading to the new maxSTORIAN, some Version 1
maxSTORIAN files will be uninstalled. You should select Yes when prompted to delete these
files from your installation.
When the basic software installation is complete you will get the message Installation of
maxDNA Complete Click OK.
When all of the installation steps have completed, the button at the bottom right of the dialog box
will change from Quit to Exit Click Exit.
If this is the first time that you are installing with a USB dongle, now is the time to plug the
dongle into an available USB port.
You will be prompted with a message Installation requires a reboot. Would you like to do it
now? Click Yes.
After the restart, log in as Administrator.
If you have disabled Auto Logon, re-enable it using the SetAutoLogon utility.
If the upgrade resulted in the installation of a newer Adobe Acrobat Reader, previous versions can
be un-installed using the Add or Remove Programs from the Control Panel.
If this station will be used to flash maxDPUs, you may install the latest maxDPU4E or
maxDPU4F files now. Put the maxDPU4E/4F CD in the drive. It should automatically launch the
self-extracting EXE that will unzip the DPU files to their correct location. The maxDPU4E files
will unzip to C:\Mcs\Setup. The maxDPU4F files will unzip to C:\Mcs\Setup\DPU4F. Click the
Unzip button, and when complete, then click the Close button.
Restart the computer. The workstation upgrade is now complete it can be returned to normal use.
The DPUs need to be upgraded. Refer to the appropriate section for performing the necessary
flash upgrades.
If you have version 6 or earlier of the Adobe Acrobat Reader installed, a new version 7.0.7 should
have been installed as part of the above installation procedure. Remove the older versions by
going to Start\Settings\Control Panel\Add or Remove Programs and remove any earlier versions
of the Acrobat Reader.
If you have version 7.0 of Adobe Acrobat Reader perform the following steps to upgrade to
version 7.0.7 (this fixes the slow opening of some documents).
a. Uninstall the older version by going to Start\Settings\Control Panel\Add or Remove
Programs and remove Version 7.0 of the Adobe Acrobat Reader
b. Go to the Acrobat directory on Disk 1 of 2 of the 4.3 Release CD and run
AdbeRdr707_en_US.exe to begin the installation. Accept all of the defaults.

9.
10.
11.
12.
13.
14.
15.
16.
17.
18.

19.
20.
21.

22.

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3.4

DPU4E/F Installation Instructions

This section is only for DPU4E/F based systems.

3.4.1

DPU4E CPLD

The DPU4E CPLD must be at Version 5 or later. The current version can be read using the point browser.
The attribute is part of DPMS and is called CPLD Version. If the CPLD needs to be upgraded, refer to the
manual Model PDP Series 200 maxDPU4E Hardware Guide #278590. For part numbers 081830, 181830,
and 181831 a hardware modification is required to operate under Release 4.x. Consult with Metso
Customer Care to schedule this upgrade. Once modified they will operate properly with Release 4.x and all
earlier releases.

3.4.2

DPU4E CE Flash Upgrade

The DPU4E will need to be network flashed with the latest c:\mcs\setup\iom4e.s3m and
c:\mcs\setup\nk.bin. Refer to the manual Model PDP Series 200 maxDPU4E Hardware Guide #278590 for
detailed instructions.

3.4.3

DPU4F CE CompactFlash Upgrade

The DPU4F CompactFlash will need to be updated with the latest set of files from c:\mcs\setup\dpu4f.
Refer to the manual Model PDP Series 400 maxDPU4F Hardware Guide #278705 for detailed instructions.

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3.5

DPU Bus Module (DBM) Software installation Instructions

The section is only for those systems that contain DBMs. If your system does not have any DBMs or the
DBMs are already at version 3.15, then this entire section can be skipped.
To perform a DPU Bus Module (DBM) upgrade, you will install the software from the single floppy disk.
The disk can be created using from the maxDNA Release CD. Locate the directory DBM on the CD, insert a
blank floppy, and run mk_dbm.bat. Additional information can be found in the Readme.txt. You do not have
to do any additional hardware setup that would be required with a full installation.
To perform a full software installation, you will need to:

Install and set up the Ethernet adapter cards


Set up Highway Direct Interface cards (HDI)
Format and partition the hard drive
Install DOS operating system
Edit the TIMECONF.DAT present on the distribution disk, modifying the Timezone and Daylight saving
information that is present in the file.
Install the DBM software from distribution disk

3.5.1

DBM Full Install

To begin a full software installation, you must first set up the Ethernet adapter cards.
These instructions apply to the installation of the SMC Elite 16C Ethernet Adapter card,
Part Number 079339. The diskette supplied with the Ethernet cards, which contains
SuperDisk for Ethercard Elite LAN Adapter, version 4.6 or later, can be used to verify
the current settings. You will also need a DOS boot disk.

3.5.1.1 Installing the Network A Ethernet Card


Jumper W1 should be set to the "SOFT" position.
Jumper W2 should be set to the "NONE/SOFT" position.
1. Power down the DBM and install the maxNET Network A Ethernet card in its
assigned slot (slot 2) and remove all other Ethernet cards. Be sure to keep track of
which card goes in which slot.
2. Insert the DOS boot disk and power on the computer.
3. At the A: prompt, insert the SuperDisk and type ezsetup.
4. The current card configuration appears.
The following setup is required for maxNET Network A:
I/O Base Address
IRQ
RAM Size
RAM Base Address
Add Wait States
Network Connection
16

200
5
16K bytes
0D0000
Yes
UTP (RJ-45, 10BASET)
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ROM size
ROM Base Address

Disabled
Disabled

5. If the current configuration does not match the above-required configuration,


answer yes to the question, "Do you want to change the setup?"
6. You will be prompted to change selected configuration fields. Change these to the
above settings.
7. Once the current settings match the above required settings, save the configuration
by responding yes to the question "Save the new setup?" The Ethernet card now
has its configuration set.
8. Power down the DBM and remove the maxNET Network A Ethernet card. Be sure to
keep track of which card goes in which slot.

3.5.1.2 Installing the Network B Ethernet Card


1. Install the maxNET Network B Ethernet card in its assigned slot (slot 1).
2. Insert the DOS boot disk and power on the computer.
3. At the A: prompt, insert the SuperDisk and type ezsetup.
4. The current card configuration appears.
The following setup is required for Network B:
I/O Base Address
IRQ
RAM Size
RAM Base Address
Add Wait States
Network Connection
ROM Size
ROM Base Address

240
3
16K bytes
0D4000
Yes
UTP (RJ-45, 10BASET)
Disabled
Disabled

5. If the current configuration does not match the above-required configuration,


answer yes to the question, "Do you want to change the setup?"
6. You will be prompted to change selected configuration fields. Change these to the
above settings.
7. Once the current settings match the required settings, save the configuration by
responding yes to the question "Save the new setup?" The Ethernet card now has
its configuration set.
8. Power down the DBM.
9.

Install the maxNET Network A Ethernet card back in its assigned slot.

10. You may now cable the cards to the hub/Ethernet switch, restore power, and run
the SMC diagnostic program for the Ethernet boards.

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This concludes the Ethernet setup.

3.5.1.3 Setting Up Highway Direct Interface (HDI) Cards


The following procedure applies to the MAX 1000 HDI cards, Part Number 080404.
1 The first HDI card switch setting must be:
Switch 1 = ON
Switch 2 = ON
Switch 3 = ON
Switch 4 = ON
Note: ON means switch position set towards HDI card.
2 If installed the second HDI card switch setting must be:
Switch 1 = ON
Switch 2 = ON
Switch 3 = ON
Switch 4 = OFF
This concludes the HDI setup.

3.5.1.4 Setting Up the Hard Disk


As part of a full software installation, use DOS fdisk and format utilities to format and partition the hard
disk with a single primary DOS partition of 32 MB. In addition, NO extended partitions
should be present. This is because non-DOS partitions will be implicitly created when
the DBM first runs to allocate all of the remaining disk space for event buffering and
maximum trend history storage.

Formatting the hard disk:


1. Insert the diskette labeled DOS Operating System disk 1, into the diskette drive.
Then cycle power, i.e., if power is on, turn it off. Then turn power on.
2. When the diskette finishes loading, a display asks you if you want to exit setup via
the <F3> key without installing MS-DOS. Press the <F3> key twice to get to the A:
prompt.
3. Type

fdisk and press <Enter> to run fdisk.

4. Type 4 to display information about the disk partitions (if any) that currently exist. All
partitions displayed must be deleted. Delete the non-DOS type first (if any), then all
the rest, with the last one being the PRI DOS partition.
5. Type <Esc> to continue back to main fdisk menu.

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6. Delete each of the following non-DOS Partitions, one at a time:
a. Type 3 to delete partition or logical DOS drive.
b. Type the highest partition number being displayed.
c. Type Y in response to Do you wish to continue (y/n).
d. Press <Esc> to go back to the main fdisk menu.
e. Repeat steps a through d for all partitions except the PRI-DOS partition.
7. To delete the PRI DOS Partition:
a. Type 3 to delete partition or logical DOS drive.
b. Type 1 to delete primary DOS partition.
c. Type 1 to delete partition 1.
d. Type the text displayed below the Volume Label, if any, in response to the query
for the volume label. (for example, MS-DOS_6).
e. Type Y to confirm.
f. Press <Esc> to go back to the main fdisk menu.
8. To create a DOS partition:
a. Type 1 to create DOS partition.
b. Type 1 to create primary DOS partition.
c. A prompt asks you if you wish to use the maximum available size. Type n.
d. A prompt ask you to enter a partition size in megabytes or percent of disk space.
Type 32 for 32 megabytes.
e. Press <Esc> to go back to the main fdisk menu.
9. To make the DOS partition active:
a. Type 2 to set active partition.
b. Type 1 to enter partition number to make active.
e. Press <Esc> to go back to the main fdisk menu.
10.

Press <Esc> to exit fdisk.

11. Disk 1 should still be in the diskette drive. Press <Enter> in response to a prompt
asking you to insert the DOS system diskette in drive A:

Loading DOS Onto the Hard Disk


1. To install MS-DOS from the three diskette set to the hard disk drive:
a. Press <Enter> to continue setup (following boot from diskette).
b. Select Continue Setup.
c. Select Format this drive.
d. Press <Enter> at verify Date/Time prompt.
e. Press <Enter> to use C:\DOS as place to install MS-DOS files.
f. Insert second diskette, when requested, then press <Enter>.
g. Insert third diskette, when requested, then press <Enter>.
h. When prompted to remove all diskettes, press Enter.
i. Press <Enter> to confirm.
2. At the C:\ > prompt, delete the CONFIG.SYS file, as follows:
a. Type dir to see that the file CONFIG.SYS exists on the hard disk.

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b. Type del config.sys
c. Type dir to confirm that the file CONFIG.SYS is no longer present on the hard disk.
Note: Do not use the option for loading DOS or running applications in extended
memory. To avoid using these options, simply delete the CONFIG.SYS startup file
created during the DOS setup procedure.
This ends the MS-DOS software installation.
Note, with DOS 6.2 and later, you may use the <F5> key to skip the AUTOEXEC.BAT
execution.

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3.5.1.5 Loading the DBM Software


The DBM software consists of a single 3.5 floppy diskette.
To begin the installation:
1. Place the DBM Release diskette into the A: drive and cycle power (i.e., power off then power on) to
start executing the installation procedure present on the diskette. You should see the following
message:
DBM Installation
Copying Files, please wait . . .
Begin Configuration Setup Procedure
2.

The DBM will now present you with a series of questions necessary in order to set the hardware
configuration. The questions are as follows (the responses are only an example):
Enter Subsystem Name (1-8 characters): Chicago
Enter a Station Name (1-16 characters): DBM1
Enter an IP address for Ethernet network A: 172.16.160.1
Is Ethernet network B present (y,n): Y
Enter an address for DPU Bus 1 (1-31, or <Enter> for none): 20
(First HDI card)
Enter an address for DPU Bus 2 (1-31, or <Enter> for none): 28
(Second HDI card if installed)

At the completion of these questions, you will be presented with a summary of your responses, and
prompted to confirm this configuration as follows:
Recap Configuration Setup . . .
#Configuration Setup of 18/MAY/1998 11:45:21
Configuration Subsystem . . . . . . . . . . . . . . . CHICAGO
Station Name . . . . . . . . . . . . . . . . . . . . . . . . . DBM1
IP address on Ethernet network A . . . . . . . 172.16.160.1
Ethernet network B is present . . . . . . . . . . . Y
Address on DPU Bus 1 . . . . . . . . . . . . . . . . . 20
Address on DPU Bus 2 . . . . . . . . . . . . . . . . . 28
Confirm Configuration Setup ? (y/n): y
Configuration Setup Procedure Complete

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After confirming the configuration, the DBM will finish its initialization and come on-line. Messages
similar to the following will be presented:
Starting DBM . . .
Starting HDI Initialization . . .
HDI Card 1 Installed OK
HDI Card 2 Installed OK
HDI Card 3 Not Installed
HDI Card 4 Not Installed
HDI Initialization Completed Successfully
18/MAY/1998 11:51:08 SuperServer: starting up
18/MAY/1998 11:51:08 SuperClient: starting up
SNMP Server
18/MAY/1998 11:51:10 time_sync_ctl: Has registered its service.
18/MAY/1998 11:51:10 time_sync_svr: Has registered its service.
18/MAY/1998 11:51:10 event_server: Has registered its service.
18/MAY/1998 11:51:10 dhwpassthru: Has registered its service.
18/MAY/1998 11:51:10 dhwpassdrp: Has registered its service.
18/MAY/1998 11:51:10 ReadServer: Has registered its service.
18/MAY/1998 11:51:10 ReadServer2: Has registered its service.
18/MAY/1998 11:51: 10 ReadServer3: Has registered its service.
18/MAY/1998 11:51:10 ReadServer4: Has registered its service.
18/MAY/1998 11:51:10 ReadServer5: Has registered its service.
18/MAY/1998 11:51:10 ReadServer6: Has registered its service.
18/MAY/1998 11:51:10 WriteServer: Has registered its service.
18/MAY/1998 11:51:10 InstallServer: Has registered its service.
18/MAY/1998 11:51:10 scan_server: Has registered its service.
18/MAY/1998 11:51:10 name_server: Has registered its service.
18/MAY/1998 11:51:10 StatelessEchoServer: Has registered its service.
DBM Startup complete
18/MAY/1998 11:51:10 tr_archive: Has registered its service.
This completes the installation of the DBM.

3.5.2

DBM Upgrade Installation

New Only For Release 2.0 and later:


In order to use the new addressing scheme, and to have it work properly with Release 2.0 the DBMs must
have an IP Address that starts with 172.16.xx.xx. The system approach for changing addresses may vary
based on the configuration and needs of plant operation. Refer to the earlier section titled Upgrade
Summary for DBM Based Systems for a recommended approach.
To convert a DBM IP address perform the following:
Reboot each DBM to DOS. During boot, wait until the hard drive is identified, and the message about the
floppy drive is posted - then hit the <F5> key to defeat the execution of autoexec.bat. At the C:\ prompt,
edit setup.ini. One of the lines in setup.ini will say IP=2.99.99.xx (xx, the last octet, will vary). This is the
IP address of the 'A' network. Change this address to 172.16.160.xx, (that is, do not change the last octet of
the IP address), then save and exit. Reboot again for the change to take effect. The reason that you are
editing the address in this manner, as opposed to using the normal setup routine in the DBM, is that if the
setup routine is used, the DBM will wipe out its point database and all of its accumulated trend data.
Editing the address by hand in this manner will allow the database and trends to be retained.
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To begin the DBM software upgrade:


1. Some DBMs have the CMOS setting to the state where it will not boot from an MS-DOS bootable
diskette. This must be changed for the following procedure to work. This is operation is BIOS specific.
Refer to the documentation that came with the system. Change this parameter to make the first boot
device be the diskette.
2.

Place the DBM Release diskette into the A: drive and cycle power (i.e., power off then power on) to
start executing the installation procedure present on the diskette. You should see the following
message:

DBM Installation
Copying Files, please wait . . .
Starting DBM . . .
Starting HDI Initialization . . .
HDI Card 1 Installed OK
HDI Card 2 Installed OK
HDI Card 3 Not Installed
HDI Card 4 Not Installed
HDI Initialization Completed Successfully
18/MAY/1998 11:51:08 SuperServer: starting up
18/MAY/1998 11:51:08 SuperClient: starting up
SNMP Server
18/MAY/1998 11:51:10 time_sync_ctl: Has registered its service.
18/MAY/1998 11:51:10 time_sync_svr: Has registered its service.
18/MAY/1998 11:51:10 event_server: Has registered its service.
18/MAY/1998 11:51:10 dhwpassthru: Has registered its service.
18/MAY/1998 11:51:10 dhwpassdrp: Has registered its service.
18/MAY/1998 11:51:10 ReadServer: Has registered its service.
18/MAY/1998 11:51:10 ReadServer2: Has registered its service.
18/MAY/1998 11:51: 10 ReadServer3: Has registered its service.
18/MAY/1998 11:51:10 ReadServer4: Has registered its service.
18/MAY/1998 11:51:10 ReadServer5: Has registered its service.
18/MAY/1998 11:51:10 ReadServer6: Has registered its service.
18/MAY/1998 11:51:10 WriteServer: Has registered its service.
18/MAY/1998 11:51:10 InstallServer: Has registered its service.
18/MAY/1998 11:51:10 scan_server: Has registered its service.
18/MAY/1998 11:51:10 name_server: Has registered its service.
18/MAY/1998 11:51:10 StatelessEchoServer: Has registered its service.
DBM Startup complete
18/MAY/1998 11:51:10 tr_archive: Has registered its service.
This completes the DBM upgrade.

3.5.3

Changing the DBM Configuration Parameters

The change any of the setup parameters perform the following steps.
1.

With the DBM operational, select <CTRL><E> from the keyboard

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2.
3.
4.
5.
6.

Type Setup and then <enter>


Make note of the current information displayed. Once you start changing the setup, you will not be
able to view the current settings.
The current configuration will be displayed and the question Confirm Configuration Setup?(Y/N):
Enter N to change the configuration.
You will be prompted to enter the same configuration information that is required for a new
installation. (See Loading DBM Software section for details)
The Confirm Configuration Setup?(Y/N): will appear again. Enter Y to accept the changes.

3.5.4

Changing the Time Zone in the DBM

The Time Zone must be set in the DBM to coincide with the time zone set under Win/NT on the
maxSTATION.
The WIN/NT (Microsoft) standard is:
If your zone is WEST Longitude, it denotes this by a MINUS offset
If your zone is EAST Longitude, it denotes this by a PLUS offset
And the DBM is based on the UNIX standard of:
If your zone is WEST Longitude, it denotes this by a PLUS offset
If your zone is EAST Longitude, it denotes this by a MINUS offset
So, basically:
Configure the Time Zone under the Win/NT Adjust Time function, denoting the sign and amount of
hours offset shown next to the zone selected.
Edit the Timeconf.dat file on the DBM to be the same amount, but the opposite sign.
Example:
Beijing, China

is

+ 8 under Win/NT configuration

In Timeconf.dat enter

-8.

To Edit Timeconf.dat
Boot the DBM to DOS.
Edit the file "timeconf.dat"
Locate the section of the file that looks like the following:
Change "Standard Time zone difference" to be the same amount as Win/NT, but the opposite sign.
4. This must be done for each DBM in your system.
######################################################################
# TIME ZONE INFORMATION
#
#
. the time zone text variables may consist of up to fifteen
#
characters (the usual being three); anything beyond the
#
fifteenth character will be ignored
#
#
. the time zone difference variables record the hours, minutes,
#
and seconds that the local time zone differs from Greenwich
#
Mean Time
#
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#
. the Standard time zone difference must be greater than or
#
equal to the Alternate time zone difference
#
#
. if minutes and seconds are needed, separate each field with
#
a colon (:) and zerofill, if necessary. Do not use spaces.
#
Examples:
#
9:05 instead of 9:5
#
9:05:10
#
#
. the Sign of Change variable is:
#
'+' if the first time zone change of the year adds time to
#
the local time; this case exists in the USA
#
#
'-' if the first time zone change of the year subtracts
#
time from the local time
#
#
. if the MCS system is installed at a location where a time
#
zone change does not occur, the time zone difference variables
#
should be set equal to each other, to the actual difference be#
tween the local time zone and Greenwich Mean Time. The value
#
of the Sign of Change variable does not matter but must be
#
valid.
#
######################################################################
Standard
Standard
Alternate
Alternate

time
time
time
time

zone
zone
zone
zone

text
difference
text
difference

=
=
=
=

CST
-8
CST
-8

Sign of change = +
#
######################################################################

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4.

Getting Started

4.1

Overview

____________________________________________________________________________________
SPECIAL NOTE:
First, in order to have the station start up as a maxSTATION, you MUST logon as the user
account, operator or engineer which was created in the initial installation of maxDNA
software. Logging on to the station as Administrator will prevent interactive maxSTATION
software from executing automatically.
_____________________________________________________________________________________
After logging on as operator; the maxSTATION Startup Window will appear, and automatically start up
the underlying system and software backplane logic. You will see a series of messages such as the
following:
MCS Registry Editor at 05/16/98 07:11:22
maxrrs at 05/16/98 07:11:22
maxDNA Local Status Server at 05/16/98 07:11:23
maxINIT at 05/16/98 07:11:24
MCS Real Time Gateway at 05/16/98 07:11:24
max Merge Alarm at 05/16/98 07:11:24
Xfertool (No Window) at 05/16/98 07:11:24
Startup Done at 05/16/98 07:11:25
After this startup is complete, this window will minimize by itself. At this time, the station is ready for
your use. The following section outlines the major maxSTATION icons now located on your desktop,
while the next section titled Tray Area Icons briefly explains the icons located on the tray area (lower
right corner).

To Shut Down the Operators Station


Release 1.0 and later includes auto login and restricts the ability for the operator to shut down the station or
to change applications. The following procedure should be followed to shut down the Operators Station.
-- While holding down the <Alt> key, repeatedly press the <Tab> key until the maxSTATION Startup
application appears in the dialog box.
-- Select the [Stop Station] box and wait for the station to completely shut down.
-- Press three keys at the same time <Ctrl><Alt><Del> to bring up the dialog box.
-- Enter the supervisor password set during the installation process.
-- Select <End Session>

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4.2

maxSTATION Applications (Desktop Icons)

You may now start any of the major application listed below. This is accomplished by locating the
respective desktop or Start Menu icon and either double clicking the desktop icon or clicking the Start
Menu icon. The maxSTATION applications can be opened and closed as many times as you wish without
stopping and restarting the maxSTATION Startup application.

maxTOOLS
maxVUE Editor
maxVUE Runtime
MCS Transfer Tool
History Reports
Performance Calcs Runtime
Performance Calcs Maintenance

Only after you have closed the last maxSTATION application, and you no longer wish your workstation to
be a maxSTATION, that you will want to maximize maxSTATION Startup window (now located on your
tskbar at the bottom of your screen), and click on the button, labeled; Stop Station. This will cause all the
maxSTATION system and software backplane logic to shutdown. You will see a series of messages such as
the following appear in the window (similar to when the maxSTATION started up).
Closing maxRRS at 05/16/98 07:52:15
Closing maxDNA Local Status Server at 05/16/98 07:52:16
Closing MCS Real Time Gateway at 05/16/98 07:52:18
Closing max Merge Alarm at 05/16/98 07:52:19
Shutdown Done at 05/16/98 07:11:25
Once this has completed, all maxSTATION software should be shutdown and no maxSTATION icons
should appear on the tray area.

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4.3

Tray Area Icons

The following is a list of the icons you can normally expect to see in the tray area. Any of these processes
can be viewed by clicking on these icons. This will present you with a window for that process. This
information is mainly here at this time for diagnostic purposes.

SbpMonitor - SBP status viewer


maxLSS Local Status Server

SPECIAL NOTES:
1. If viewing any of these processes; please remember to always select the
hide or minimize button (not close, exit, or kill). Selecting close or exit at this
time will shutdown the process and your maxSTATION will not function properly.
If you mistakenly close one of these processes, you can either

Logoff the workstation, and then log back on (remembering to use the operator account,
and not Adminstrator.)

Call up the maxSTATION Startup window and first, Stop Station, and once that has
completed, Start Station.

2. When using the keyboard/video extender:


On startup there can be times that the mouse is not detected. The symptom is that there is no cursor. If
this occurs, simply restart the station using <ctrl><alt><delete> and select Shut Down and restart the
system. This should clear the problem.

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Installation Instructions

5.

Installation of Optional workstation hardware

5.1

Installation of Dual Monitor Using NVIDIA Quadro Series Video Cards

Before proceeding make sure you have the CD model #SFT467 that matches the Workstation being
installed. The CD contains the video driver (#075153) and the soft key required to enable maxVUE
support of dual monitor. The soft key must match the dongle installed on this workstation. The following
is a summary of the steps that you will be performing in order to configure the maxSTATION for dual
monitor operation. The details for each of these steps are in the following sections:
Connect and Power Two Monitors
Add a Soft Key to the Registry to Enable the Additional Monitors for maxSTATION
Determine if the NVIDIA driver needs to be installed (if it does not need to be installed, all of the
following steps can be skipped)
Remove the User Operator from the Operator Group to Allow Configuration
Remove the previous NVIDIA driver (if necessary)
Load and Configure the NVIDIA Display Driver/nView Desktop Manager
Use the NVIDIA Desktop Manager to Configure Other User Accounts
Add Operators back into Operator Group

5.1.1
1.
2.
3.

5.1.2

Connect and Power Two Monitors


Cable the two monitors to the video card. If SVGA and DVI connections are available, and there
is no video extender, it is preferred but not required to use the DVI ports. Connect the primary
monitor to port 1 and the secondary to port 2.
Power on the two monitors. The monitors must be connected and powered on during restart of the
maxSTATION for proper setup and operation.
Power on the maxSTATION.

Add a Soft Key to the Registry to Enable Multi Monitor maxSTATION

Note: If you do not have an SFT467 CD you must obtain a factory supplied registry update file that
was created using the Key ID. The Key ID is programmed into the Dongle and the ID is derived
from the Customer Order Number, Item Number, and Item Serial Number. The Key ID can be found
either on the Dongle label or using the standard WORKSTATION INFO display in maxVUE.
1. Log on as Administrator
2. Insert the SFT467 CD into the CDROM drive.
3. Using Windows Explorer - double click on factory supplied registry update file. Click on Yes
when prompted Are you sure you want to add the information in name of file to the registry.
Click OK when notified that the operation has completed.

5.1.3

Determine if the NVIDIA Driver Needs to be Installed

New computer may already have an appropriate driver installed. This test is to determine if it is
necessary to install the version of the driver supplied on SFT467. If the current driver is found to be
sufficient, skip all of the remaining portions of Section 5.1. The key features are that an application
does not span more than one monitor and that a popup appears on the monitor that contains the mouse
cursor.
1. Log in as Administrator.
2. Click Start-Programs-Accessories-Notepad.
3. Left click the mouse on the title bar and drag the application window so that it is part on one
monitor and part on the other. Release the mouse button and verify that the application moves to
the monitor that contains the larger portion of the application window.
4. Left click on the File-Open and verify that the dialog box appears on the same monitor.

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5.
6.
7.

5.1.4
8.
9.
10.
11.
12.
13.

5.1.5

Move the application to the alternate monitor and repeat the previous step.
If these steps are successful, skip the remainder of Section 5.1
If any of the above tests failed and you are unable to configure the video for this expected
functionality, proceed with the following steps.

Remove the User Operator from the Operator Group to Allow Configuration
Log in as Administrator.
Click Start-Control Panel-Administrative Tools-Computer Management.
Expand the tree for Local Users & Groups and select Groups.
Double click Operators.
Click on Operator and then the Remove button.
Click on OK.

Remove the Currently Installed NVIDIA Driver (if one exists)

Note If you are installing this option on a machine that already has an NVIDIA driver installed, it
must be removed if it does not support our standard configuration options tested in section 5.1.3.
1.
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5.1.6
1.
2.

30

Open Windows Explorer and navigate to C:\Drivers\Video if it exists. If it does not exist, skip
to step 5.
Expand the Video folder.
Right click on the ADDONfolder.
Select Rename and rename the folder to ADDON_orig.
Click Start/Control Panel.
Double-click on the Add/Remove Programs icon. If you do not see the icon, click on the link that
says Switch to Classic View.
Scroll through the list of programs and select NVIDIA Drivers.
Click the Change/Remove button.
Select the option to Remove all NVIDIA driver.
Click Remove.
Click No on the message box that says the computer must be restarted.
Close the Add/Remove Programs window.
Double-click the System icon.
Click the Hardware tab.
Click the Device Manager button.
Expand the Display Adapter entry in the hardware tree.
Right-click NVIDIA PCI-E Series.
Click Uninstall.
Click Yes when the warning message appears that says you are about remove this device.
Click Yes when you are asked if you wish to reboot. If you are installing a new video card (e.g.,
one that supports four monitors), shut down the computer instead of rebooting and then install the
card.
Log on as Administrator.
The New Hardware Found wizard should appear.
Select Not at this time when asked if Windows Update should search for software.
Click Next.
Add the Soft Key as described in the next section.

Load and Configure the NVIDIA Display Driver/nView Desktop Manager


Disable any virus protection software if running.
Still using the SFT467 CD, go to Windows Explorer and double click on the file
52.14_win2kxp.exe.

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3.
4.
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28.

5.1.7

Accept all defaults and accept license agreements. You may encounter a prompt that warns that
the software you are installing has not passed the Windows Logo testing. Click the button that
states Continue Anyway.
If you are asked if newer files should be over written, click Yes.
When prompted, select No, I will restart my computer later.
Click Finish
Close Windows Explorer.
If the New Hardware Found wizard appears again, click Cancel. Depending upon how many
heads (monitor connections) your video adapter has, this may happen another few times. Click
Cancel each time.
Restart the computer.
After restart, log on as Administrator. (Note: if operator auto login is enabled, use
<cntl><alt><del> and then select shutdown log off Operator to log off operator.)
If the Welcome to the NVIDIA nView Multi-display Setup Wizard automatically comes up, then
continue with this section. If not, skip to the next section and follow the instructions for each user,
including Administrator.
At the Welcome to the NVIDIA nView Multi-display Setup Wizard, click Next.
Select Typical and click on Next.
For multi-display mode, select Dual View and click Next.
Select the display arrangement 1-2 or 2-1 for the physical arrangement of the monitors. Use the
Locate Display button if you need to verify which physical monitor is number 1.
For each display select the resolution (typically 1024 X 768) and 16 Bit color. Then click Next.
Would you like to enable the nView Desktop Manager? Select Yes and click Next.
Click to check the box to Launch the Desktop Manager control panel when this wizard closes.
Click Finish.
When the nView Desktop Manager comes up, click the Wizard button.
At the Welcome screen click Next.
When presented with a list of display profiles, select Generic and the radio button; No, Continue
with existing settings and click Next.
The next prompt Would you like Windows to span monitors? Select No, move them to one monitor.
Would you like the task bar to span displays? Select No, restrict to one display.
Would you like to reposition dialog boxes? Select Yes and then select the radio button Move to
cursors monitor. Click Next.
Would you like to enable nView menus? Select Yes.
Would you like to enable nView title bar buttons? Select No.
Would you like to enable Window Transparency? Select No.
To close the Wizard, click Finish and then OK.

Use the NVIDIA Desktop Manager to Configure Other User Accounts

Repeat these steps for each user that needs to be configured for dual monitor operation.
1. Log off as previous user and log on as user that needs to be configured.
2. Go to Start-Control Pane-Display-Settings and verify that both of the monitors are enabled and
have the proper settings and orientation. Use the graphical view to move the displays relative to
each other as needed. (i.e. left to right, above or below, etc.)
3. Click Start-Control Panel-NVIDIA nView Desktop Manager
4. Click the check box Enable nView Desktop Manager. Then click Apply.
5. Click the Wizard button.
6. At the Welcome screen click Next
7. When presented with a list of display profiles, select Generic and the radio button; No, Continue
with existing settings and click Next
8. The next prompt Would you like Windows to span monitors? Select No, move them to one monitor.
9. Would you like the task bar to span displays? Select No, restrict to on display
10. Would you like to reposition dialog boxes? Select Yes and then select the radio button Move to
cursors monitor. Click Next.
11. Would you like to enable Windows menus? Select Yes.

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12. Would you like to enable nView title bar buttons? Select No.
13. Would you like to enable Window Transparency? Select No .
14. To close the Wizard, click Finish and then OK .

5.1.8
1.
2.
3.
4.
5.
6.

32

Add Operators back into Operator Group


Log in as Administrator
Click Start-Control Panel-Administrative Tools-Computer Management
Using the tree on the left expand Local Users and Groups and click on Groups.
In the right panel, double-click on operators.
Click the Add button and enter Operator.
Click OK to close the dialog and OK again to close the window.

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Installation Instructions

6.

Installation of an AXIS Print Server for Network Printing

This chapter contains procedures for the AXIS 540+ and 5400+ Print Servers. The software and
instructions are dependent upon the model of your print server. Follow the procedure that pertains to the
model you wish to install.

6.1

AXIS 540+

6.1.1
1.
2.
3.
4.
5.
6.

Hardware Installation of the AXIS 540+

Note the serial number found on the underside label of the AXIS Print Server. You need this number
during the software configuration.
Set the associated Ethernet switch port to 10 Mbps half-duplex. (most other ports will be full-duplex)
Switch off the printer and plug the AXIS Print Server in to the printers parallel port.
Connect the AXIS Print Server to the network using the correct Ethernet cord.
Switch on the printer and connect the external power supply to the AXIS Print Server. Ensure that the
Network Indicator is flashing.
Successful output of a Test Page will effectively confirm that the unit has been connected correctly.
Press the Test Button, located on the side of the Print Server, to print a Test Page. The Test Page
displays a lot of useful information, such as, Serial Number (Node Address), Printer Name, and IP
address.

6.1.2

Configuration Overview

The AXIS Print Server comes with a default IP address and Print Server Name. The user may configure
these options. In order to configure these options, a single Windows workstation must configure the Print
Server and then each individual Workstation must complete section Windows Software Configuration.
Included with the AXIS Print Server is a CD that contains the Windows Software. This CD includes the
AXIS IP JumpStarter utility to configure the AXIS Print Server. The print server only needs to be
configured once and JumpStarter only needs to be installed on one machine for the specific purpose of
configuring the Print Server.

6.1.3
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.

Configuring the AXIS 540+ Print Server

Log in as Administrator.
Put in the CD labeled AXIS Network Product CD. If it does not auto-start, double click Start.exe.
On the First page, select the Printing item and then select Software.
Scroll down and select the AXIS IP JumpStarter utility and click Open to install this utility.
On the AXIS IP JumpStarter Setup dialog, click on Next button.
On the Choose Destination Location page, accept the default and click on the Next button.
On the Start Copying Files dialog, click on the Next.
Check Create a shortcut to AXIS Ip JumpStart on your Desktop and click on the Next button.
Click the Finish button. AXIS IP JumpStart is now installed.
Open your Network Connections window to view your Network Connections. Disable all but the
network that your AXIS Print Server will be attached to.
Double click the JumpStart ICON on your Desktop. Any already configured AXIS Print Servers will
be listed. To configure a new AXIS Print Server, double click the not in list? entry.
On this Set IP Address dialog, enter the Serial Number of this Print Server and check Specify an IP
address (static).
Enter the desired IP Address (such as 172.16.200.225) and Subnet mask (such as 255.255.0.0) and
click on the OK button.
Enter pass for the requested password and click the OK button.
Your new Print Server will appear in the list.
Repeat steps 10 to 15 for each AXIS Print Server to be installed on the network.
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17. Click to x button to exit JumpStart.
18. If you have disabled network connections, enable them now.
19. For EVERY Workstation that needs network printing, use section Windows Software Configuration.

6.1.4

Windows Software Configuration

For each Workstation that wishes to use the configured AXIS Print Servers, you must complete this section.
Included with the AXIS Print Server is a CD that contains the Windows Software. The AXIS Print Monitor
should be used for network printing within Windows environment. It allows AXIS Network Print Servers
to be connected in the same fashion as a local printer port and once installed, is automatically initialized
upon system startup.
The AXIS Print Monitor needs to be installed on each workstation performing peer-to-peer printing. Once
installed, the AXIS Print Monitor then allows users to access all network printers, just as if they were
connected directly to their workstations. In order for the maxSTATION Network Printing to function
correctly, peer-to-peer printing MUST be installed.

6.1.4.1 Installing the AXIS Print Monitor software for the AXIS 540+ Print Server
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34

Log in as Administrator.
Put in the CD labeled AXIS Network Product CD. If it does not auto-start, double click Start.exe.
On the First page, select the Printing item and then select Software.
Scroll down and select the AXIS Print Monitor for Windows utility and click Open to install it.
On the Welcome dialog, click the Next button.
On the Select Destination Directory dialog, accept the default and click on Next button.
On the Select Start Menu Group dialog, accept the default and click on Next button.
On the Ready to Install dialog, click on Install.
When the installation is complete, a dialog will appear, click on Close. Close the Help and Internet
Explorer windows.
To start the Add Printer Wizard, open the Printers and Faxes window and double click on the Add
Printer icon.
On the Welcome page, click the Next button.
In the first dialog, select Local printer attached to this computer and uncheck Auto detect and install
my Plug and Play printer. Click on Next button.
Check the Create a new Port box from the dialog that follows.
Select AXIS Port as the Type of port and click the Next button.
From the next dialog, select either LPR (TCP/IP) or RAW (TCP/IP) and click the OK button.
Enter the IP Address for the AXIS Printer Server attached to your printer and accept the default port
name by clicking the OK button.
Select the appropriate printer software for your printer and click the Next button.
Your must provide a name for your printer. If you wish to use this printer for Event logging, the
name must start with _LOG_ followed by any other text. The name selected must be unique and
not contain any punctuation marks. DO NOT set this printer as the Default.
SET THE PRINTER AS, Shared. (If the printer is not shared then event printing will not work.)
Click on NEXT button.
Enter a Location and Comment if desired and click the Next button.
Printing a test page is recommended, but can be tested later. Click on Next and then Finish.
Restart your maxSTATION. Any printers you have named starting with _LOG_ will be shown on
the Printers tab of the Network Printing display.

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6.2

AXIS 5400+

For this installation you will need to have an AXIS 5400+ Print Server and the AXIS Network Print
Servers CD-ROM (supplied with the 5400+). These instructions are based upon Revision 2.0, December
2005, of the AXIS CD-ROM.

6.2.1
1.
2.
3.
4.

5.
6.

7.

6.2.2
1.
2.
3.

Hardware Installation of the AXIS 5400+


Make sure that the printer is switched off and that the power adapter is disconnected from the
5400+.
Write down the serial number of the 5400+. It is located on a label on the bottom of the unit (e.g.,
S/N: 00408C6F7D9C). The serial number (the 12 digits following the colon) is the MAC address
of the 5400+. You will need it later in this procedure.
Plug the 5400+ on to the printer. Secure it in place with the wire latches.
Using a CAT5e, or better, Ethernet cable connect the 5400+ to a port on an Ethernet switch on
your A or B network. The Ethernet jack is located on the left side of the 5400+. The 5400+
supports operation at 10Mbps or 100Mbps, half or full duplex. Its default link setting is to auto
negotiate. So, set the switch port to Auto Negotiation and it will run the 5400+ at the fastest speed
supported by the switch. With the switches typically used in the maxDNA system, that will be
100Mbps full duplex.
Turn the printer on and make sure that it is ready for printing (e.g., its display shows on line,
ready, a green light, etc.).
Connect the power adapter to the 5400+. The power jack is located on the left side of the 5400+.
The Power LED should go on and the Network LED should start to flash when the print server is
connected to the network. The LEDs are located on the front of the 5400+. You should also see a
link light on the Ethernet switch.
Wait 1 minute and press the Test button (located on the right side of the 5400+) once. A test page
will be printed. This indicates that the print server can talk to the printer.

Set the Print Servers IP Address


Log on to the workstation, to which the print server is attached, as Administrator.
Open a Command window (Start/Programs/Accessories/Command Prompt).
At the prompt, type
arp s IPaddress MACaddress
where IPaddress is the IP address that you wish to assign to the print server and MACaddress is
the serial number you found on the bottom of the 5400+. Insert a dash (-) between each pair of
digits in the MAC address (e.g., 00-40-8C-6F-7D-9C). Press Enter.

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4.

Wait about 20 seconds then, at the prompt, type


ping IPaddress
where, IPaddress is the IP address that you assigned to the print server. Press Enter.
If all went well, you should see reply messages from the print server in the command window.
For example,

Figure 1 - Using ARP and PING to Set IP Address


5.

6.

6.2.3
1.
2.
3.
4.
5.
6.
7.
8.

If the procedure failed (or if you mistyped the address) you will see an error message that says
Request Timed Out. It is OK if the first few replies say Request Timed Out as long as the last
gives the proper response. That can happen if you issue the PING command too soon. If you
retype the PING command, you should see four good responses.
Close the Command window by typing exit (without the quotes) at the prompt. Press Enter.

Install the AXIS Software


Put the AXIS Network Print Servers CD-ROM into the workstation. If the application does not
start automatically, browse to the CD with Windows Explorer and double-click the file
Autorunexe. The AXIS main menu will appear.
Click the button labeled AXIS AddPrinter.
A prompt will appear that says In order to accept incoming network requests this program needs
to be given permission in the Internet Connection Firewall. Click Cancel.
A software license agreement will appear. Read it and click the Accept button. You must accept
the AXIS software license agreement to proceed with the installation.
Click Next on the dialog box that appears.
A window will appear that indicates that the software is searching for network printers. When it
finishes, you should see a line for your printer. Click on it to select it. Click Next.
A dialog box will appear that asks if you wish to use dynamic IP addressing. Select the option
labeled Continue installation with current IP settings. Click OK.
A window will appear that asks you to select a printer driver. In the left hand box, click on the
name of the printers manufacturer (e.g., HP). In the right hand box, scroll through the list and
click on the model number of your printer (e.g., DeskJet 872C).
If your printer is not listed, or if you have a new driver for it, click the Have Disk button and
navigate to a location that has the driver for the printer. Click OK when you have located the
driver.
Click Next.

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9.

The AddPrinter summary will appear. You should see your printer model number. If you wish,
you may change the name shown for your printer. If this printer will be used as an event logger,
you must give it a name that begins _LOG_ and is then followed by your own optional text
string. The name must be unique and not contain any punctuation characters.
If you do not wish this printer to become the Windows default printer, uncheck the box that says,
Use as default printer. If this printer will be used as an event logger, do not make it the
default printer. Leave the Print a test page box checked. Click Finish.

10.
11.
12.
13.

Printers whose names begin with _LOG_ will automatically appear in the Printers tab of the
Network Printers display after the workstation is restarted.
The driver will be installed and a dialog box will ask if the test page printer successfully. The
dialog box may appear before the test page prints so be patient. After the test page is printed, click
Yes.
Click OK to acknowledge the Installation completed successfully message.
Test the installation as follows. Open Notepad and type a few lines of text. Print it on the printer
you just installed. Close Notepad.
Click the Exit button on the AXIS Main Menu. Remove the CD-ROM from the drive.

The print server software installation is now complete for this workstation. Follow the instructions in
the next section to use a web browser to configure the Print Server.
You must repeat the software installation procedure listed in this section for every workstation
on your network that needs access to this printer. It is not necessary to repeat the hardware
installation, IP address or print server configuration procedures.

6.2.4

Print Server Administration

A web browser (e.g., Internet Explorer) may be used to access the print server for the purpose of
monitoring its operation and performing configuration. Any workstation on the network may access the
print server in this manner. You do not need to be logged on as Administrator.
Configuration parameters are stored in non-volatile memory so the print server will remember its settings
even after being turned off.

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1.

Start Internet Explorer. Type the IP address (e.g., 172.16.4.255) into the address bar. Press Enter.
The main page of the 5400+s interface will appear as shown below.

Figure 2 - Browser Interface Main Menu


2.

Click the Admin link located near the top right corner of the menu. The Administration main
menu will appear.

Figure 3 - Browser Interface: Administration Main Menu

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3.
4.

Click on the Network Settings link in the left hand column.


Click on the Detailed View icon. The Network Settings screen will appear with the TCP/IP
Network tab opened. Change DHCP Enabled, Auto IP Enabled and DNS Enabled to
No.

Figure 4 - Browser Interface: Admin-Network Settings


5.
6.
7.
8.
9.

Click on the Netware tab. Set Netware Enabled to No.


Click on the Macintosh tab. Set AppleTalk Enabled and HP Zoner Enabled to No.
Click OK and you will return to the Network Settings main menu.
The default Ethernet link setting is auto negotiate (called Auto_Sense in the print servers
configuration screen). That is the setting we recommend. However, if for some reason you need
to force a specific speed and duplex setting for the print server, you may do it as follows.
Click the Admin button at the top right corner to return to the main Administration menu.

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10. Click the Change link to the right of the label General Settings Server and printer port
settings. Select the desired speed and duplex setting from the Network Speed drop down list.
Click OK.

Figure 5 - Browser Interface: General Network Settings


This concludes the print server setup. You may close the web browser.

6.2.5

Sharing a Printer

If this printer will be used as an event logger, it must be configured as shared.


1. Log on as Administrator.
2. Click Start/Printer and Faxes. A list of configured printers will appear.
3. Right-click on the name of the printer you wish to use as an event logger. A context-sensitive
menu will appear. Event logger names must start with _LOG_.
4. Select the Properties.
5. A window will open. Click the Sharing tab.
6. Select the option Share this printer.
7. In the Share name box, type in the name of the event logger.
8. Click Apply and then OK.
9. Close the Printer and Faxes window. This concludes the sharing procedure.

6.2.6

Restoring the Print Servers Factory Default Settings

If necessary, you may restore the factory default settings with the following procedure. You may wish to do
this if, for example, a number of print server settings were changed and you are not sure how they should
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be set. Since this procedure does not mention settings we do not change, by starting over with the factory
defaults, you can set just the parameters listed in this document and know that the print server is properly
configured. Note this also resets the print servers IP address so you will need to rerun the ARP and PING
procedure before using the web browser interface.
1.
2.
3.
4.

Disconnect power from the print server.


Press and hold the Test button and reconnect power, keeping the button pressed the whole time.
Keep the button pressed until the Network indicator remains constantly lit. This should take about
20 seconds. Release the button.
Restart the printer server by disconnecting and reconnecting power.

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7.

maxVUE Screen Print Setup

maxVUE Screen Print will send a request for a print to the Default Printer of this maxSTATION. In
Windows, the default printer must be set for each User. To set a printer as default, the follow steps must be
followed.

7.1
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3.
4.

7.2
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42

Engineer Station
Logon as Engineer.
Go to Start | Settings | Printers and the Printer folder will open.
Right-click on the desired printer, and select Set As Default.
Close the Printer folder

Operator Station
Logon as Administrator.
Go to Start | Programs | Administrative Tools | User Manager.
In the dialog box of User Manager, double click on user name, Operator. The User Properties dialog
will pop up.
In the User Properties dialog box, select Groups, and the Group Memberships dialog box will pop up.
In the Group Memberships dialog box, select Operators from Member of, and click Remove.
Click OK in the Group Memberships and User Properties dialogs, and close the User Manager dialog
box.
Logoff and logon as Operator.
Go to Start | Settings | Printers and the Printer folder will open.
Right click on the desired printer, and select Set As Default.
Close the Printer folder.
Logoff and logon as Administrator.
Go to Start | Programs | Administrative Tools | User Manager.
In the User Manager dialog box, double click on user name Operator. The User Properties dialog box
will pop up.
In the User Properties dialog box, select Groups, and the Group Memberships dialog box will pop up.
In the Group Memberships dialog box, select Operators from Not a member of, and click Add.
Click OK in the Group Memberships and User Properties dialogs, and close the User Manager dialog.

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8.

maxSTORIAN Disk Storage Setup

8.1

High Performance maxSTORIAN

The High Performance maxSTORIAN requires the installation of a second disk to store the historical data
in the platform. This disk requires special formatting for maximal performance. To format the disk select
the Control Panel from the Start Menu, then select Administrator Tools, then select Computer management.
Within Computer management there should be an option for Disk Management. Select this option as
shown:

Disk 0 should be your XP partition. Disk 1 should be blank. If it is not, then any data stored on this disk
will be destroyed by the formatting process. Insure that the data is backed up or transferred to the C:
partition.
Right click on the Disk 1 Unallocated region. You should see the following menu:

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Select New Partition to create a new partition. This will start the wizard. Click Next; select Primary
Partition, and Next.

Click on Next to confirm partition size (All of the new volume). Assign a drive letter. Note this letter to
update maxSTORIAN expert options later in these directions. Click on Next.

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Select formatting options. Note NTFS and 64K clusters should be selected. It is important that both these
options are selected. Enter the volume label maxSTORIAN. Click on Next.

Click on Finish to start the formatting process.


The computer will then format the partition. This process takes awhile.
When the formatting process is complete, run the MCS Registry Edit tool. Under machine settings expand
maxSTORIAN Expert Options. Select Source Mount and change this to your new drive letter. If you have
already collected history on the C: drive, you should copy the maxSTORIAN folder to the new drive.
Reboot your maxSTATION.

8.2

New maxSTORIAN Partition on One Hard Drive

The maxSTORIAN performance can be improved by creating a separate partition with 64K data clusters.
Follow these directions to create a separate maxSTORIAN partition after Windows has already been loaded
without creating such a partition. This is typical of a PC loaded with Windows by the vendor.
Log on to the maxSTATION as user Administrator. If you have already loaded the maxDNA software
you must disable maxDNA services:

From the Start Menu, select Control Panel


Using the Classic View, double click Administrative Tools.

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Double click Services


Scroll down and double click the maxDNA0 ServicesStartup line.
Select Disabled as the Startup type.
Click the Stop button.
Click Yes to stop other maxDNA Services.
Click OK and close the Services and Administrative Tools windows.

Decide how much storage room you want to dedicate to your non-maxSTORIAN partition. In this example
we will allocate a 60 GB partition from our 160 GB hard drive. That will leave 100 GB for the
maxSTORIAN partition. Remember that about 20% of this partition will be used by the Operating System.
The remaining size should be about three times your MCS Registry setting for Max History MB.
This procedure uses freeware called GParted to partition the hard drive. An ISO image of the GParted
software is available on the maxDNA Installation CD. This ISO image may be used to create a bootable
CD following the directions of a CD writer package such as Nero. Burn a CD from the ISO image in the
GParted folder in the maxDNA Installation CD to create a bootable CD for use with these directions.
Restart you PC and select the function key (F2?) to enter BIOS setup. Select the Boot Sequence option and
if not already enabled, make the on-board CD ROM drive the first bootable device. Save your BIOS
changes to continue with reboot.
Press Enter or wait for automatic restart. You will see multiple progress messages. Wait for the
Configuring Console-data screen.
Press Enter to accept Dont touch key map option. You will be given the opportunity to select a
language. Press Enter to accept English. Then Press Enter to continue. Wait for the graphical user
interface to start up.
The upper right hand portion of the interface allows you to select your partition; for example /dev/sda
(149.01 GB); when selected it will show your current partition(s). For a PC with RAID, select the generic
volume name (for example /dev/mapper/isw_biahjhcjdi_Volume0).
Click on NTFS partition.
Click on the Resize/Move menu item from the top of the utility. You will be presented with a pop-up.
Select New Size box and enter your desired size (60000 in our example). Click on Free Space Following
box to automatically calculate space remaining. Click the Resize/Move button on the pop-up.
Click the Apply button in the Edit menu of the utility. A warning box will appear. Click Apply on the
warning box.
You will see a pop-up window titled Applying Pending Operation that tells you that you are shrinking the
original partition to requested size. The Free size will be for the history partition.
When you see the Completed message, click Close. Wait for it to refresh and click the Close button.
Then double click the Exit icon on the desktop. Click OK on the GParted Live CD utility.
You will see many progress messages. You will be prompted to remove the disk and close the tray. After
you have done this, press Enter. (The PC might blue screen here power off and on again). During PC
restart enter the BIOS and restore the Hard Drive as the boot device. The PC should perform a checkdisk to
complete the partition compression. There may be no visibility to the checkdisk utility. This may take
awhile.

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Logon as user Administrator and wait for the Windows has finished installing new devices message box.
Select No from this message box.
From the Start menu, select Control Panel, Administrative Tools, and then Computer Management. Click
on Disk Management. Right click on the Unallocated space window and select New Partition.

This will start the New Partition Wizard.

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Click Next to continue. Click Next to accept the Primary partition. Click Next to accept the entire
remaining size for the new partition.

Select a drive letter for the maxSTORIAN partition and click Next to enter format information.

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Set the parameters as shown above:


NTFS file system
64K allocation unit size
maxSTORIAN volume label
check the Perform a quick format option
Click the Next button. Then click the Finish button. You have now created a 64K cluster size partition for
maxSTORIAN data storage. Click the exit button to close the Computer Management window and click
the exit button of the Administrative Tools window.
If you have already installed maxSTATION run the MCS Registry Edit tool. From the Machine Settings
tab expand maxSTORIAN Expert Options and select Source Mount. Set this to your new partition drive
letter (M: in our example). If you have not already done so, change the MAX History MB to 46,000 and
the Alarm History MB to 45,000. Close the MCSRegEdit utility. If you have not already installed
maxSTATION you must perform this step after you have done so.
If you have already started collecting history, copy the maxSTORIAN folder from the C:\ drive to your new
partition. If you do not have room to do this, you can warm up this maxSTATION from the other
maxSTORIAN. Rename the old folder C:\maxSTORIAN_Old.
If you have already installed maxSTATION you may perform security setup on your new history partition.
Otherwise you must perform this step after installing maxSTATION. From an explorer window select
your new partition and then select Sharing and Security from the right click menu.
Select the Security tab
Click the Add button and enter engineers in the edit box and click the Check Names button.
Click the OK button
Give the engineers group Full Control

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Add operators using the same steps as above for engineers


Remove other Groups/Users except for Administrators, Engineers and Operators.
Click the OK button

If you have disabled the maxDNA0 service, set the Startup type to Automatic and restart this
maxSTATION.

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9.

Installation of Stable Time Card

This chapter covers the installation of a Stable Time Card (PMX107) in the maxDNA workstation. A
Stable Time Card contains a high stability clock and it is used to improve the performance of the
workstations Operating System clock. Normally, accurate and stable system time is maintained by using
an IRIG-equipped DPU as the Time Master. When that is not done, a workstation can be used as the Time
Master. Since the standard clock that is built into a workstation computer is not very stable over
temperature, it is often desirable to install a Stable Time Card in the workstation.
After the Stable Time Card and its software are installed in the workstation, you must tell the rest of the
maxDNA system that this workstation is the systems Time Master. Refer to document #278609 System
Resources Guide for more information.
Currently, there are three different Stable Time cards that have been approved for use in the workstation.
They each use different software and require a different installation procedure. The procedure for each card
is listed in its own section below. Be sure to follow the instructions that pertain to the Stable Time card that
you have.

9.1

Masterclock MCRPCI (PMX107, Rev D)

CAUTION Both this card and the computer contain static sensitive components. To prevent damaging
them, follow ESD-safe procedures when installing or removing the card.

9.1.1

Hardware Installation

Shut down the computer.


Unplug the AC line cord from the computer. This is important as PCI slots remain powered even after the
computer has shut down.
Insert the MCRPCI card into an empty PCI card slot.
Reconnect the AC line cord to the computer.

9.1.2

Driver Installation

These instructions apply to computers running Windows XP Professional and using MCRPCI Installer CD
version 1.2.0. The version number is printed on the bottom line of the CD label.
Boot the computer and log on as administrator.
The Found New Hardware wizard will appear.
A prompt will appear: Can Windows connect to Windows Update to search for software?. Select No,
not at this time and then click Next.
Put the MCRPCI software installation CD into the CD-ROM drive. This CD is labeled MCRPCI Installer
for MCRPCI and GPSPCI Master Clock Reference PCI cards.
If your computer is set to autorun programs on a CD, the driver will be installed automatically. When the
installation has completed, click the Finish button to close the New Hardware wizard.
If the installation does not start automatically, perform the following steps to install the driver.

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9.1.3

A prompt will appear: What do you want the Wizard to do?. Select Install from a list or
specific location (Advanced). Click Next.
A prompt will appear: Please choose your search and installation options. Select Search
for the best driver in these locations. Uncheck the box labeled search removable media.
Check the box for Include this location in the search. Click the Browse button.

The Browse for Files window will open. Navigate to the folder Drivers\Win98_2K on
the installation CD. Click OK. Click Next.

The driver will be installed and then a message will appear that says The wizard has finished
installing the software for: MCRPCI. Click Finish.

Application SW Installation

This step installs both the user interface for the clock card and the service that keeps the Windows clock
synchronized to the clock cards time.
Open Windows Explorer and navigate to the Installation CD.
Double-click the file Setup.exe.
The Master Clock Reference PCI card installation window will open. Click Next.
Accept the default installation folder and click Next.
Click Install. When the installation completes, click the Finish button.
The software installation is now complete. Remove the CD-ROM from the drive.

9.1.4

Stop Windows Time Service

The MCRPCI card uses its own time service (MCR Time Sync). So, the standard Windows time service
(Windows Time) must be disabled. Do this as follows.
Click on Start and then Control Panel.
Double-click on Administrative Tools.
Double-click on Services. The Services window will open.
Scroll through the list and locate the service named Windows Time.
Right-click on Windows Time and select Properties (see the picture).
If the service is running, click the Stop button in the Service Status area.
Set the Startup type to Disabled to prevent the Windows Time service from automatically starting when
the computer is booted. See the picture below.
Click Apply and then click OK.
Close the Services and the Administrative Tools windows.

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NOTE If you ever remove the clock card and its software from the computer, be sure to start the Windows
Time service and set its Startup Type to Automatic.

9.1.5

Verify that the Time Card is Operating Properly

MCRSet is the application that provides your interface to the Time Card. Start MCRSet by either doubleclicking the desktop icon or by clicking Start/Programs/Masterclock/Master Clock Reference PC
Card/MCRPCSet Synchronization Utility.
The MCRSet window will open (see the picture).

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If the clock card is working, you should see the following:
-

The clock icon (on the right hand side of the window) will be animated with a hand sweeping
around the clock face.

The time values in both of the time fields will be incrementing.

9.1.6

Set the Cards Time and Date

The field labeled MCR date and time field shows the time cards setting. The field labeled System date
and time shows the current Windows time. Both of these fields are in GMT. The System date and time
value matches the time shown in the Windows clock except the Windows clock displays local time instead
of GMT.
To set the clock card, click in the MCR date and time field. Change the date and time values to the
desired values and then click the Set button (the button will be grayed out until you change the value in
the date and time field). Be sure to enter GMT values.
The Windows clock will change to the entered value within about 10 seconds. If the new date and time are
more than a few seconds from the current Windows date and time, the Windows clock will be updated in
one jump. If the time difference is small, the Windows clock will be moved to the clock card time over a
period of a few seconds. Two data fields on the MCRSet window show the instantaneous and short-term
peak time difference (offset) between the clock cards time and Windows time. As you watch these values,
they should decrease toward zero.
Close the MCRSet application.
The MCRPCI Time Card installation is now complete.
The MCRPCI Time Card will provide a clock source that is much more stable than the computers built in
clock and it will automatically update the Windows clock every 10 seconds. Since the clock
synchronization runs as a service, it will continue to occur even if no user is logged on to Windows.

9.2

Beagle Software ClockCard Time Card (PMX107, Rev C)

Refer to the ClockCard Users Guide if more information is needed on how to install the PCI
ClockCard and its software. This is located on the CD-ROM supplied with the card.

CAUTION - ESD Precautions must be observed when removing the ClockCard from its package and
installing it in the computer.

9.2.1

PC Compatibility

Due to resource conflicts, the ClockCard is not compatible with some PCs. In other PCs, it will only work
in certain PCI slots. In both cases, the failure symptom is quite obvious the computer will not boot with
the card plugged in. Sometimes, the monitor will be blank, other times the image on the monitor will be
dim and freeze very early in the boot process.
The following sections list the status of the computers that we have tested to date.

9.2.1.1 Computers Known to Be Incompatible with the ClockCard

54

Dell Precision 390 Workstation


Dell Precision 490 Workstation
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9.2.1.2 Computers Known to Work with the ClockCard

9.2.2

Systel
Dell T3400 Workstation
o The ClockCard MUST be installed in PCI slot 6 of the T3400. Slot 6 is located nearest to
the bottom side of the chassis. The slot numbers are silk-screened on the motherboard.

Installation of ClockCard and Windows XP driver

1.

Shut down the computer, unplug the computer from the AC outlet, and remove the cover from the
desktop computer.

2.

Locate a free PCI Slot, remove the cover plate, and place the ClockCard into the slot, fastening it
to the computer chassis.
NOTE: If your computer does not boot once the card is installed, try another PCI slot. If the
computer does not boot regardless of which PCI slot is used, the card is not compatible with your
PC and you will need to use a different type of card. If your computer is a Dell T3400, the card
must be installed in PCI slot 6 (located closest to the bottom side of the computer). The slot
number labels are silk-screened on the motherboard.

3.

Replace the cover to the computer and apply power.

4.

Boot up the computer and log into the computer as an administrator.

5.

If the ClockWatch software installation screen appears, click Cancel. The Add New Hardware
Wizard will appear. When asked if Windows may connect to Windows Update to locate a driver,
select No, not at this time.

6.

Place the ClockCard CD-ROM into the drive. Click Next.

7.

Select Install from a specific location and click Next. Uncheck Search removable media
and check Include this location in the search. Click the Browse button. Then, navigate to
Z:\ClkCard\Drivers\Drivers\Win2K and click OK (in maxSTATION computers, the CD-ROM
is configured as drive Z).

8.

After you see the message saying that the software for the RTC WinRT WDM Device was
installed successfully, click Finish. Remove the CD-ROM from the drive.

9.

Reboot the computer and log on as administrator. To make sure that windows successfully
recognized the card, Device Manager may be used to check the status of the ClockCard. (Right
Click on My Computer > Properties > Hardware Tab > Device Manager). The ClockCard will be
listed as WinRT Devices-RTC WinRT WDM Device. Right-click on WinRT WDM Device and
select Properties. The Device Status area should say, The device is working properly. The
devices manufacturer should be listed as BSQUARE Corporation (not Outsource
Engineering). Close the open windows.

10. If Windows fails to recognize the device, refer to the ClockCard Users Guide for more
information on troubleshooting.

9.2.3

ClockCard Service Installation

To install ClockCard and the ClockCard service, insert the included CD-ROM into the drive of the
computer. If the CD-ROM does not automatically load, open it from My Computer. Follow the
instructions on the screen to install ClockWatch on the computer. This installation will not only install

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ClockWatch, but also install the ClockCard service to the system. Accept the default destination
folders for the software. Make sure that the following selections are made when prompted:
On the Select Group screen choose ClockWatch. Click Next.
On the Select Version screen, choose ClockWatch Pro. Click Next.
On the second Select Version screen, choose Windows 2000/XP/2003/Vista. Click
Next.
When asked if you will be using the Beagle Software ClockCard, select Yes. Click Next.
The ClockCard Installation window will appear after a few seconds. Click Next.
When asked about the type of ClockCard, select PCI bus. Click Next.
On the ready to install screen, click Next.
A message will inform you that the Outsource RTC Setup Program will now run.
Click OK. Then, click Next.
Read and accept the license agreement. Then, click Next.
Click Next.
Accept the default location for the software installation. Click Next.
Accept the default shortcut name. Click Next.
Click Next.
When you are informed that the Outsource Real Time Clock was installed successfully, click
Finish.
You should now see the Beagle Software Clock Watch Pro Installation welcome screen. Click Next.
When asked if you would like to install Clock Watch Service, select Yes. Click Next.
When you are prompted for the ClockWatch Pro registration key, enter the number that is
located on the label on the rear of the sleeve the CD-ROM came in. Click Next.
Enter the requested registration information. Click Next. Click Next, again.
When asked if you wish to add a ClockWatch icon to your desktop, say No. Click Next.
When asked if you wish to register ClockWatch with the Windows Firewall, say No. Click
Next.
When asked if you wish to make backup copies of files, say Yes. Click Next.
You may see a pop up message that says that Windows Time Service is already running. This is OK. We
will take care of this issue later in the installation procedure.

Uncheck the box for View Read Me on the Installation Complete screen. Click Finish.
A message box will say Initializing options for ClockWatch Pro. Click OK.

In the event that the service does not install, follow the steps below.
1.
2.
3.

From the CD-ROM root folder, navigate to ClkCard\Drivers directory.


Follow the directions on the screen for installing the ClockCard service.
Reboot the computer.

Once ClockWatch and the service is installed on the computer, follow the directions below on
configuring ClockWatch.

9.2.4

Setting the Time and Date for the ClockCard

A command line utility is used to set the ClockCard to the current data and time.

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1.
2.
3.

4.

Open a command prompt window (Start > Run > then type: cmd (without quotations) followed
by the [Enter] key.)
The command prompt will then display: C:\Documents and Settings\Administrator>
Change to the programs directory by typing: chdir c:\Program Files\Beagle
Software\ClockCard\ (without quotation marks) and press Enter. This will be displayed as the
base directory for the next command prompt line. See, below, for a picture of the Command
Prompt window.
To change the time and date, in the command prompt, type:
clockcard.exe set2datetime ddmmyyhhmmss where:
dd = days
mm = months
yy = last two digits of year
hh = hours of time of day (in 24 Hour format, GMT time zone)
mm = minutes of time of day
ss = seconds of time of day

After this line of text is entered, press the Enter key to accept the new changes. Note: The time for the
ClockCard must be in UCT (Coordinated Universal Time, or commonly known as GMT [Greenwich Mean
Time]), and not in your native time zone time.
The following picture shows an example of setting the ClockCards data and time to May 2, 2008 @
4:05am GMT.

Close the Command Prompt window by typing exit and then pressing the Enter key.

9.2.5

Checking Configuration Settings for the ClockCard and ClockWatch

To make sure that Windows will use the ClockCard as its new time base, there are several items that
need to be configured in ClockWatch.
1.

Run ClockWatch, if it is not already running. Go to the menu labeled Options, and click on
Clock Settings. In this window, make sure that the radio button next to Manual is selected and
that none of the boxes are checked. The ClockCard is set to manual synchronization since, for
system security, maxDNA workstations do not connect to the Internet.

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58

2.

Next, go to the tab labeled Display. Make sure to check that the boxes are checked for
XP/Vista, Startup automatically, Time settings results window, and Standard date/time.
Select your time zone, along with the check box Daylight Saving used if this applies for your
time zone. In this example, -5.00 hours from GMT was used for the time zone (United States,
Eastern Standard Time), along with automatic adjustment for Daylight Savings Time.

3.

To configure Windows to get its time base from the ClockCard, click on the tab labeled
ClockCard. Check the box with the text Enable ClockCard as time base. Set the time period
for Check ClockCard to 1 minute.

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4.

To verify that the ClockCard is functioning, click on the Test button. A window will open that
shows the ClockCard time and the system time. The ClockCard time and date should be correct
(assuming that you set them correctly from the command prompt). Press the button labeled
System to ClockCard and the system (Windows) time and date should be set to match the
ClockCards values.

5.

For the final part of configuration, go to the tab labeled System. Verify that the button is selected
to Run application as Administrator.

6.

Verify that the ClockWatch service is running by viewing the status display. If the service is not
running, click the Start button to start the service. The window should look similar to the
example. To accept the entire configuration settings, click the OK button at the bottom of the
window.

7.

We must now verify that Windows is set to automatically run ClockWatch as a service. Click
Start and then Control Panel. Double-click on the Administrative Tools icon. Then, double-click
on the Services icon. A list of services will appear. Select the ClockWatch service by clicking
on it.

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The Status should say Started and the Startup Type should say Automatic. If either setting is
wrong, right-click on the ClockWatch line and select Properties to open the ClockWatch
Properties window.

If the service is not running, press Start. If the Startup type is not Automatic, set it to that
value. Click OK. Close the Services window and Control Panel.
8.

Reboot the computer.


This concludes the installation of the Beagle Software Stable Time Card.

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9.3

ICS Advent/Kontron NTR2100-P Stable Time Card (Metso #047365)

9.3.1

Install the Windows XP Driver

1.
2.
3.
4.
5.

9.3.2
1.
2.
3.
4.

Boot the computer and log on as Administrator. You should see the Found New Hardware
wizard.
Insert the driver diskette (Metso #050306) into the floppy drive.
Select Install the software automatically (recommended) and click Next.
When the installation is complete, click Finish and remove the diskette from the drive.
Click Yes to restart the computer.

Configure the Time Card


Log on as Administrator
Open the Control Panel
Click the text labeled Switch to Classic View if the Pick a Category view appears.
Double click the Network Time Reference Card icon. The NTR Card Configuration applet will
appear.

5.
6.

Click the Date $ Time tab.


Set the current date in the Date window. Use the left or right arrow buttons to scroll to the current
month and year. Click on the day.
7. Set the current time in the NTR Time field
8. Deselect (uncheck) Enable Adaptive Correction
9. Enter 1 (for 1 minute) into the Update Interval field.
10. Deselect Enable Milliseconds Resolution
(The other card configuration options are not used in the maxDNA system)
11. Click Apply and then OK to accept the changes and close the applet.

9.4

Configure the maxDNA Software for DBM Based Systems


This step is only needed only if the system contains DBMs.

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62

1.

Click on Start/Programs/maxDNA/Utilities/MCS RegistryEdit. The MCS Registry Editor will


start.

2.

Click on the Machine Settings tab.

3.

Click on the + symbol next to MAX Control Systems, Inc. This will show a list of
configuration settings.

4.

Scroll through the list and click on Time Master. The Time Master setting will appear to the right
of the list.

5.

Change the setting to Yes, if it is not already set. This will enable this WorkStation to send out
Time Synchronization messages to DBMs.

6.

Click the OK button.

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10.

Installation of Terminal Server for Remote Web Access

This section covers the installation of the Remote Web Server for testing in house. Some further
configuration will be necessary once the server has been located at the customer site. Please refer to the
manual maxDNA Terminal Server Users Guide #278721.
Before beginning, it is necessary to gather the information needed to register this Terminal Server with
Microsoft:
First Name
Last Name
Company Name
Country or Region
The following optional information will be used by Microsoft to communicate with this person as needed:
E-mail address
Organization Unit
Company Address
City
State/Province
Postal code

10.1
1.

2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.

10.2
1.
2.
3.
4.

Getting Started
Power up the PC. You are presented with the Windows Setup Wizard the presents you with:
Service tag (such as JLZKS81) and
Express Service Code (such as 426-884-103-37)
Click the Next button
Select the I accept button and click the Next button, then click the Next button.
Enter the Name (Metso Automation) and Organization (Lansdale Pennsylvania), then click the
Next button.
On the Licensing modes window, select Per Device or Per User and click the Next button
Enter the name of this computer (such as 3WEBSERV_1)
Enter the Administrator password (such as sysadm)
Click the Next button.
Select Eastern Standard Time Zone from the pull-down menu and select Auto adjust for
daylight savings time, and click the Next button.
On the Network Settings window, select Custom settings and click the Next button.
If you wait too long, the computer will restart on you. Dont panic, just log on again as
Administrator
(Refer to Network Setup later in this document).
Domain setup Select No; Workgroup name = WORKGROUP. Next. After PC Restart, log in
again as Administrator.
Set up one network card for Internet access.

Windows Updates
On the Windows Server Post Setup Security Updates, click on Update this Server.
Click Install, then Install Now.
Click Express to do Windows Update and click Install Updates. This may take awhile.
Click Restart Now and log on again as Administrator

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5.

10.3
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.

10.4

You will again be presented with the Windows Server Post Setup Security Updates window click
Finish and then click Yes to close this page.

Manage Your Server


Click Add or Remove a role and click the Next button.
You may be presented with a message box about networks that are not configured. Click the
Continue button.
Select Custom Configuration and click the Next button.
Highlight Terminal Server and click Next, Next, and OK (to restart after install)
Log on again as Administrator
You will be told that This Server is now a Terminal Server. Click the Finish button and close the
Terminal Server Help window.
Select Add or Remove a Role and click the Next button.
You may be presented with a message box about networks that are not configured. Click the
Continue button.
Select Custom and click the Next button. (The Terminal Server now says Yes.) Select Terminal
Server and click Manage your Server (on the right of the screen).
Select Open Terminal Services Configuration and select Server Settings.
Double Click Licensing and select Per User, then OK.
Double Click Restrict each user to one session and uncheck the box, then OK
Close all open windows.

Terminal Server Licensing

Before beginning this step you will need some customer specific information for the person who will be
responsible for managing this terminal server. Refer to the tables at the beginning of this chapter.
1.
2.
3.
4.
5.

From the Start menu, select Control Panel, then Add or Remove Programs.
Select Add/Remove Windows Components (from the left side of the window)
Check Terminal Server Licensing and click the Next button.
Click the Next button to use the default location
Click the Finish button and exit the window.

1.
2.
3.

From the Start menu, select Administrative Tools, then Terminal Server Licensing.
Select your Station on the right-hand pane, right click, and select Activate Server.
Click the Next button, then select Web Browser (Note: for the re-installation of a Terminal
Server you should chose the Telephone selection.) from the pull-down menu.

Note
When you use the telephone selection, you will proceed with the licensing operation and be given a
telephone number to call Microsoft to obtain a license certification for the purchased CAL follow the
procedure below.

If you are having problems with this web site, with activating your license server, or with
installing client licenses please contact a Terminal Server Licensing customer service
representative. The phone number for your regional customer service center is located in the
Licensing Wizard. To view the phone number, follow these steps:

64

Open the Terminal Server Licensing administrative tool.

Set your connection method to Telephone by choosing Properties from the View menu item and
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then choosing the Connection Method tab.

From the Action menu, select Activate Server or Install Licenses to start the Licensing
Wizard. Continue through the wizard until presented with the telephone number of the customer
service center nearest you.

Terminal Server Licensing customer service center representatives cannot provide technical support for
Terminal Server. For product support, visit Microsoft's online support web site at
http://support.microsoft.com or contact your technical support provider.

4.
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24.
25.

10.5

Click the Next button.


Select Activate Microsoft.com and click the Next button.
Enter the Product ID from the Terminal Server Activation Wizard.
Enter the Customer specific name, company name and location and click the Next button.
After reviewing this information click the Next button
You will be presented with a License ID number (such as RP3TC-VRK4V-JP2VC-3PWVR4GJJC-MX4MP-2H6WT)
Copy this screen and paste it into WordPad. Save this file as License Server Activation.rtf in My
Documents.
Click the Terminal Server License Wizard ICON on the taskbar to bring it to the front.
Copy the License ID number into the Terminal Server License Activation Wizard and click the
Next button.
Click the Next button and you will be presented with a Notification of success window. Click the
Next button.
Go back to the Microsoft Web site and click Yes. Open the CAL Licenses envelop that has the
purchased licenses for the project.
Click the Next button
Enter the License Code from the purchased CAL. This will be a number with five sets of codes.
Click the Add button. The code will be added.
Click the Next button and review the information.
Click the Next button.
Copy and Paste these numbers into a WordPad document called Activation.rtf and save it in My
Documents.
Click on the Terminal Server CAL Installation Wizard; click Next.
Enter the License keypack ID number in the CAL Installation Wizard.
Click the Next button.
Click Finish on the Terminal Server Licensing Web Page and Close this window.
Close the Terminal Server Licensing window, noting that the Server Activation status is
Activated.

Virus Protection Installation

Install Symantec Virus Protection using the instructions that came with the purchased software.

10.6

Network Setup

Begin by disabling onboard network.


1. From Start menu, Control Panel, double click the Network Connections item.
2. Right click on the desired networks and select Disable.
3. Select the network to be used for connection to your SBP server. From the right click menu, select
Rename and change this name to SBP Server Connection.
4. Select the network to be used for Internet connections. From the right click menu, select Rename
and change this name to Internet WAN.

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Installation Instructions
10.6.1 SBP Server Connection
1.
2.

Select the SBP Server Connection and from the right click menu, select Properties. Select the
Internet Protocol (TCP/IP) item and select Properties.
Select Advanced and set the speed as follows: (Note on the Broadcom Ethernet adapter this
accessed with the configure button.)

On the General page select Properties and set the following IP Address:

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Click the Advanced button and Add IP addresses for each of the CAL licenses purchased. This will be up
to five addresses of the form:
172.21.1.2
172.22.1.2
172.23.1.2
172.24.1.2
172.25.1.2
Disable the File and Printer Sharing for Microsoft Networks and Client for Microsoft Networks by
un-checking these items.

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10.6.2 Internet WAN Setup


1.
2.
3.
4.

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Select the Internet WAN Network and from the right click menu, select Properties.
Select the Obtain an IP address automatically option
Select the Obtain DNS server address automatically option.
Click the OK button.

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Installation Instructions

NOTE: when this PC is at the customer site, the Use the following DNS server addresses should be
selected and the customers ISP addresses used.

10.7

Commercial Firewall Setup

To protect the Terminal Server from hostile Internet access, a commercial firewall box is required. This
box may be one supplied by Metso Automation or one of the end users choosing. Setup of the D-Link
Ethernet Broadband Router (model DI-604) is described here.
Open the Microsoft Internet Explorer and enter the following address:
192.168.0.1
Enter user name admin and no password, and then click the OK button.

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Click the Add button.

Click Add again and then click the Close button.

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Click the Run Wizard button.


Click the Next button. You will be prompted to enter a new admin password.
Enter SohCahToa and confirm this. The customer should enter his own password once this has shipped.
Click the Next button.

Enter Eastern Time zone and click the Next button.

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Installation Instructions

Modify the Host Name to WANRouter and click the Next button. Click the Restart button, then click the
Close button.

From the Advanced tab of the D-Link Wizard, enable Thin Client access to this server by entering the
above information. Click Apply to add thin client support. Click the Continue button.

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Disallow Ping requests from the Internet. Configure settings as shown above. Click the Apply button, then
the Continue button.
Use the Tools and Time tabs to set up time zone information.

Metso Automation 278703

Installation Instructions

The D-Link DI-6034 Router allows you to save the configuration settings:

Click the Save button. Browse to C:\Dlink DI604 Router\Configuration and save the configuration file
(config.bin) there. Create folders as necessary.
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Create a readme.txt file with the following text:


The Config.bin file contains the configuration settings for the DLink DI-604 router. If it ever
becomes necessary to restore the router settings to the original Metso values, log in to the router
and go to Tools/System. Click Browse button and navigate to this folder. Select the Config.bin
file. Click the Load button.
Caution - The Config.bin file was created with DLink firmware version 3.51. The file may not be
compatible with other firmware versions.
Close the Internet explorer window.

10.8

Terminal Services Configuration Customization

The following steps should be taken to further customize the Terminal Server.
Select the Start button, then Administrative Tools, then Terminal Services Configuration. From the left
pane, select the Connections item. Then from the right pane, select the Connection and from the right click
menu select Properties.

On the Network Adapter tab, set the maximum number of connections to the number of Client Access
Licenses purchased. Click the Apply button.

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Select the Client Settings tab and configure as shown. Click the Apply button.

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The Sessions tab should be configured as shown. Click the Apply button.

Use the Logon Settings tab to establish a default user logon name for this PC. Set User name to
AuthorizedUsersOnly. The Remote Desktop Users Group will be used to authorize specific users to log
on remotely. The Domain field should be set to the name of the Terminal Server. Click the Apply button,
then the Close (or OK) button.

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Installation Instructions
10.9

maxSTATION Installation

Perform a maxSTATION install now. Release 4.3 or newer is required. Refer to the Software Installation
section of this document for detailed instructions.
If you have not done so as part of maxSTATION installation, install the Thin Client soft key now.
If you have not set up the Terminal Server as a Remote station (via checking the Remote SBP checkbox on
the Startup Configuration Tool window), do so now.

10.10 Local Security Settings


The following configuration will prevent someone from logging in to the Terminal Server as the
Administrator.

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1.
2.
3.
4.

From the Start menu, select Administrative Tools, Local Security Policy.
Expand Local Policies and select User Rights Assignment from the left pane.
From the right pane double click Shut down the system.
Select the Power Users line and click the Remove button.

5.
6.
7.
8.
9.
10.

Click the OK button to close the Shut down the system Properties dialog.
From the right pane double click Deny log on through Terminal Services.
Click the Add User or Group button.
Click the Advanced button.
From the Select Users or Groups window, click the Find Now button.
Select the Administrator user and click the OK button.
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Installation Instructions
11. Click OK to all open windows except the Local Security Settings window.

The following configuration will set up password and other local security settings.
1.
2.

From the left pane of the Local Security Settings window expand Account Policies and select
Password Policy.
On the right pane, double click Password must meet complexity requirements.

3.
4.

Click the Enable button and then the OK button.


Double click the Minimum password length line.

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Installation Instructions

5.
6.

Set the minimum length to 8 characters and click the OK button.


On the right pane, double click Enforce password history.

7.
8.
9.

Set the password history to 5 and click the OK button.


From the left pane, select the Account Lockout Policy line.
Double click the Account lockout threshold line.

10. Set this value to 10 and click the OK button.


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11. OK the next message box and close the Local Security Settings window.

The above configuration may be changed to match local security policies.

10.11 User Account Configuration


When maxDNA is installed, two generic user accounts (Engineer and Operator) are created. For the
Terminal Server, these accounts should be disabled and user-specific accounts should be created for
Remote access to the system.
1.
2.
3.
4.

From the Start menu, select Administrative Tools, then Computer Management.
Expand Local Users and Groups and select Users.
From the right pane, double click the Operator user.
Check the Account is disabled box and click the OK button.

5.

Perform the same action for the Engineer user.

Users to be allowed Remote Desktop access to the Terminal Server must be configured. Each Terminal
Server comes with purchased CAL licenses for this purpose. User accounts should be configured using
customer specific properties. Then the accounts should be made members of the Groups shown below:
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Installation Instructions

10.12 Windows Firewall Exceptions

82

From Start, Control Panel, select Windows Firewall.


Select the Exceptions tab.
Check the Remote Desktop box and click the OK box.

Metso Automation 278703

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