Instruction Exaquantum Installation Guide

Manual
IM 36J04A13-01E

IM 36J04A13-01E
Yokogawa December 28 2005
6th Edition Issue B
Exaquantum Installation Guide i

Copyright and Trademark Notices

2006 Yokogawa Electric Corporation

All Rights Reserved

All rights are reserved in this document, which is the property of Yokogawa Electric
Corporation. Information contained herein is the property of Yokogawa Electric
Corporation.

Unless agreed in writing by Yokogawa Electric Corporation, the licencee shall not remove,
release, disclose, reveal, copy, extract all or part of the documentation.

Trademark Acknowledgements

Exaquantum, Exaopc and CENTUM are trademarks of Yokogawa.

Microsoft, Windows, Windows 2000, Windows XP, Microsoft Word, Microsoft Excel,
Microsoft Office 97, Microsoft Office 2000, Visual Basic, Visual C++, SQL Server, MDAC,
Microsoft .NET and ActiveX are either registered trademarks or trademarks of Microsoft
Corporation in the United States and/or other countries.

Exaquantum uses Microsoft SQL Server as part of an Integrated Value Added Solution.

Adobe and Acrobat are registered trademarks of Adobe Systems Incorporated, and registered
within particular jurisdictions.

Ethernet is a registered trademark of XEROX Corporation.

Basic Scripting Engine provided by Cypress Software Inc., Copyright 1993 2000, all rights
reserved.

Symantec pcAnywhere is a registered trademark of Symantec Corporation.

All other company and product names mentioned in this manual are trademarks or registered
trademarks of their respective companies.

We do not use TM or to indicate trademarks or registered trademarks in this manual.

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ii Contents

Highlights

The Highlights section gives details of the changes made since the previous issue of this
document.

Summary of Changes

This is the 6th Edition of the document.

Detail of Changes

The changes are as follows.

Chapter/Section/Page Change

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Exaquantum Document Set

The documents available for Exaquantum are:

Exaquantum General Specification (GS 36J04A10-01E)

Exaquantum Technical Information (TI 36J04A10-01E)

Exaquantum/PIMS User's Manual (IM 36J04A11-01E)

Exaquantum/Explorer User's Manual Volume 1

General Information (IM 36J04A12-01E)

Exaquantum/Explorer User's Manual Volume 2

Custom Controls (IM 36J04A12-02E)

Exaquantum/Explorer User's Manual Volume 3

Microsoft Excel Reports (IM 36J04A12-03E)

Exaquantum/Explorer User's Manual Volume 4

Advanced Configuration (IM 36J04A12-04E)

Exaquantum Installation Guide (IM 36J04A13-01E)

Exaquantum API Reference Manual

(IM 36J04A14-01E)

Exaquantum Engineering Guide Volume 1

Administration (IM 36J04A15-01E)

Exaquantum Engineering Guide Volume 2

Network Configuration (IM 36J04A15-02E)

Exaquantum Engineering Guide Volume 3

Support Tools (IM 36J04A15-03E)

Exaquantum Engineering Guide Volume 4

Web Authoring (IM 36J04A15-04E)

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Table of Contents

Copyright and Trademark Notices .................................................................................... i

Highlights......................................................................................................................... ii
Exaquantum Document Set............................................................................................. iii
Table of Contents ............................................................................................................ iv
Chapter 1 Introduction .............................................................................................................1-1
1.1 About This Guide ............................................................................................................... 1-1
1.2 Installation Overview ......................................................................................................... 1-2
Language....................................................................................................................... 1-2
1.3 Other Sources Of Information............................................................................................ 1-3
StoryFinder PDF File Search Application .................................................................... 1-3
1.4 Language options ............................................................................................................... 1-4
Supported Languages .................................................................................................... 1-4
Language Detection ...................................................................................................... 1-4
1.5 Support ............................................................................................................................... 1-5
Before Contacting Yokogawa Support ......................................................................... 1-5
Chapter 2 Pre-installation preparation ...................................................................................2-1
2.1 Pre-Installation Overview .................................................................................................. 2-1
2.2 Additional Features ............................................................................................................ 2-2
2.3 Client / Server Technology Options................................................................................... 2-2
Servers........................................................................................................................... 2-3
Clients ........................................................................................................................... 2-3
2.4 Client Software Options ..................................................................................................... 2-4
2.5 Web Server Deployment Options....................................................................................... 2-5
2.6 Open Interface .................................................................................................................... 2-6
2.7 User And Group Accounts ................................................................................................. 2-6
Account Management ................................................................................................... 2-7
Implications For The Installation .................................................................................. 2-7
2.8 Exaquantum Accounts........................................................................................................ 2-7
User Account................................................................................................................. 2-7
Default Group Accounts ............................................................................................... 2-8
Optional Group Accounts ............................................................................................. 2-8
Domain Based Accounts ............................................................................................... 2-8
2.9 Exaquantum OPC Client .................................................................................................... 2-8
2.10 Excel Add-Ins..................................................................................................................... 2-9

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2.11 Hard Disk Considerations .................................................................................................. 2-9

2.12 Internet Information Server.............................................................................................. 2-10
2.13 Microsoft Message Queue (MSMQ)................................................................................ 2-10
2.14 Primary And Secondary Exaquantum PIMS Servers....................................................... 2-10
2.15 Role Based Name Space .................................................................................................. 2-11
2.16 Secure Workbook Folder Location .................................................................................. 2-11
Specified Local Folders [Default]............................................................................... 2-11
Shared Folder On A Mapped Drive ............................................................................ 2-12
Shared Folder Using A UNC Path .............................................................................. 2-12
2.17 Server Time Synchronisation........................................................................................... 2-12
2.18 Web Authoring Tools Option........................................................................................... 2-13
2.19 Windows Terminal Services ............................................................................................ 2-13
2.20 21 CFR Part 11 Support ................................................................................................... 2-13
Chapter 3 Prerequisites.............................................................................................................3-1
3.1 Overview............................................................................................................................ 3-1
3.2 Exaquantum Prerequisites CD ........................................................................................... 3-2
3.3 Combined Server Prerequisites .......................................................................................... 3-3
Hardware Requirements................................................................................................ 3-3
Software Prerequisites .................................................................................................. 3-3
3.4 Exaquantum/PIMS Server Prerequisites ............................................................................ 3-4
Hardware Requirements................................................................................................ 3-4
Software Prerequisites .................................................................................................. 3-5
3.5 Exaquantum/Web Server Prerequisites.............................................................................. 3-6
Hardware Requirements................................................................................................ 3-6
Software Prerequisites .................................................................................................. 3-6
3.6 Exaquantum/Explorer Client Prerequisites ........................................................................ 3-7
Hardware Requirements................................................................................................ 3-7
Software Prerequisites .................................................................................................. 3-7
3.7 Exaquantum/Web Client Prerequisites .............................................................................. 3-8
Hardware Requirements................................................................................................ 3-8
Software Prerequisites .................................................................................................. 3-8
Chapter 4 Installation Procedures ...........................................................................................4-1
4.1 Installation Procedures Overview ...................................................................................... 4-1
4.2 Installation.......................................................................................................................... 4-1
Stage 1 - Installing The Operating System: .................................................................. 4-1
Stage 2 - Installing Other Prerequisites That Are Not Provided:.................................. 4-2

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Stage 3 - Installing Exaquantum Prerequisites:............................................................. 4-2

Stage 4 - Installing The Exaquantum Software............................................................. 4-2
4.3 Prerequisites Installation Sequence .................................................................................... 4-3
4.4 Combined Exaquantum Server Installation Sequence ....................................................... 4-4
4.5 Exaquantum/PIMS Server Installation Sequence............................................................... 4-5
4.6 Exaquantum/Web Server Installation Sequence ................................................................ 4-6
4.7 Explorer Client Installation Sequence................................................................................ 4-7
4.8 Web Client Installation Overview...................................................................................... 4-7
Online Installation......................................................................................................... 4-8
Installation From The CD ............................................................................................. 4-8
4.9 Web Client Installation Sequence ...................................................................................... 4-9
Chapter 5 Dialog Boxes.............................................................................................................5-1
5.1 Installation Start ................................................................................................................. 5-1
5.2 Install The Exaquantum Software ...................................................................................... 5-3
5.3 Installation Procedure......................................................................................................... 5-4
5.4 Prerequisites - Welcome..................................................................................................... 5-5
5.5 Prerequisites Mandatory Prerequisites ............................................................................ 5-6
5.6 Prerequisites Conditional Prerequisites........................................................................... 5-7
5.7 Prerequisites User And Password Information ............................................................... 5-8
5.8 Prerequisites Install Sequence ....................................................................................... 5-10
5.9 Prerequisites Running Dialog Screens ........................................................................... 5-11
Installing Windows 2000 Service Pack 4.................................................................... 5-11
SQL Server Installation............................................................................................... 5-12
.NET Runtime Installation .......................................................................................... 5-14
HIS Exaopc Client Installation.................................................................................... 5-14
5.10 Prerequisites Install Completed..................................................................................... 5-15
5.11 Exaquantum Installation Start ....................................................................................... 5-15
5.12 Exaquantum - Welcome ................................................................................................... 5-16
5.13 Exaquantum License Agreement................................................................................... 5-17
5.14 Exaquantum Customer Information .............................................................................. 5-18
5.15 Exaquantum Destination Location ................................................................................ 5-19
5.16 Exaquantum Select Features ......................................................................................... 5-20
5.17 Exaquantum Password Information .............................................................................. 5-21
5.18 Exaquantum Database Creation .................................................................................... 5-23
5.19 Exaquantum 21 CFR Part 11 Settings........................................................................... 5-24
5.20 Exaquantum Secure Workbook Location...................................................................... 5-25

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5.21 Exaquantum PIMS Server Names................................................................................. 5-26

5.22 Exaquantum Web Server Name .................................................................................... 5-27
5.23 Exaquantum Start Copying Files .................................................................................. 5-28
5.24 Exaquantum Setup Status.............................................................................................. 5-29
5.25 Exaquantum Installation Completed ............................................................................. 5-30
Chapter 6 Installation Troubleshooting ..................................................................................6-1
6.1 Recovering From A Failed Installation.............................................................................. 6-1
Removing A Failed Installation .................................................................................... 6-1
Continuing Problem ...................................................................................................... 6-1
6.2 Installation Log File ........................................................................................................... 6-2
Chapter 7 Installing MSMQ .....................................................................................................7-1
7.1 Windows 2000 Server ........................................................................................................ 7-1
To Add MSMQ To An Existing System:...................................................................... 7-1
7.2 Windows Server 2003 ........................................................................................................ 7-2
To Add MSMQ To An Existing System:...................................................................... 7-2
Chapter 8 Installing the .NET API on an Exaquantum Client or Web Server ...................8-1
8.1 Installation of the .NET Framework .................................................................................. 8-1
8.2 Installation of Exaquantum API .NET. .............................................................................. 8-2
Welcome Screen ........................................................................................................... 8-2
License Agreement ....................................................................................................... 8-3
Customer Information ................................................................................................... 8-4
Setup Type .................................................................................................................... 8-5
Ready To Install............................................................................................................ 8-6
Wizard Completed ........................................................................................................ 8-7
Chapter 9 Configuration...........................................................................................................9-1
9.1 Overview............................................................................................................................ 9-1
9.2 DCOM permissions changes.............................................................................................. 9-2
Resolution ..................................................................................................................... 9-2
9.3 Accessing Domain Based Group Accounts ....................................................................... 9-5
9.4 Accessing The Domain Quantumuser Account ................................................................. 9-7
9.5 Internet Explorer Configuration - Overview...................................................................... 9-8
9.6 Configuring Internet Explorer Activex Security ................................................................ 9-9
9.7 Internet Explorer Logon Security..................................................................................... 9-10
Windows 2000 And XP .............................................................................................. 9-11
Configuring Internet Explorer Logon Security For Windows Server 2003................ 9-12
9.8 Configuring Internet Explorer Proxy Settings ................................................................. 9-13

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Configuring Internet Explorer Not To Use A Proxy Server For Exaquantum/Web ... 9-13
9.9 Configuring Internet Explorer Home Page ...................................................................... 9-14
9.10 Adobe Acrobat Reader Installation .................................................................................. 9-14
9.11 Excel Add-Ins Post Installation Integration ..................................................................... 9-15
The Excel Add-In Files ............................................................................................... 9-15
Default Location When Excel Is Installed .................................................................. 9-15
Default Location When Excel Not Present At Installation Time ................................ 9-15
Integrating The Add-Ins.............................................................................................. 9-15
9.12 Expanding The Database.................................................................................................. 9-15
Database Size .............................................................................................................. 9-16
Using The Exaquantum Database Expansion Tool..................................................... 9-16
9.13 Using Domain\Local Accounts ........................................................................................ 9-18
Domain Accounts........................................................................................................ 9-19
Synchronisation........................................................................................................... 9-19
Local Group Accounts ................................................................................................ 9-20
9.14 Web Server Security Configuration ................................................................................. 9-20
9.15 Configuring SQL Server Memory.................................................................................... 9-21
9.16 Setting The Number Of SQL Licenses............................................................................. 9-23
9.17 Starting The Exaquantum Service.................................................................................... 9-24
9.18 Starting The SQL Server .................................................................................................. 9-25
9.19 Stopping The Exaquantum Service .................................................................................. 9-26
Chapter 10 Checking The Installation ....................................................................................10-1
10.1 Overview .......................................................................................................................... 10-1
10.2 Checking The Exaquantum/PIMS Server ........................................................................ 10-1
10.3 Checking The Exaquantum/Explorer Client .................................................................... 10-2
10.4 Checking The Exaquantum/Web Client........................................................................... 10-2
10.5 Checking The Exaquantum/Web Server .......................................................................... 10-3
Chapter 11 Changes To An Existing Installation...................................................................11-1
11.1 Upgrading From A Previous Version............................................................................... 11-1
11.2 Adding Web Server.......................................................................................................... 11-1
11.3 Reinstalling The Server Software..................................................................................... 11-2
11.4 Reinstalling The Client Software ..................................................................................... 11-2
11.5 Database Precautions........................................................................................................ 11-3
11.6 Recovering From A Failed Installation ............................................................................ 11-3
11.7 Uninstalling Exaquantum................................................................................................. 11-4

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Chapter 1 Introduction
1.1 About This Guide
This guide provides all the information necessary to install the Exaquantum software.

It describes the main installation options and provides the information necessary to
make the right choices.

Many of the major choices are fundamental to a successful integration with other
systems.

The information is aimed at IT professionals who have been on the appropriate

Yokogawa training course, such as 'Installing Exaquantum Systems' [NTPP 902].

WARNING: The software should only be installed by authorised staff who are qualified to
do so.

The level of information is aimed at suitably qualified installation and integration

engineers, who will be expected to have the following abilities:

Have access to the decisions made about the installation requirements and design.

Understand the technical environment and infrastructure at the installation site

Be familiar with the Windows operating systems being used, including the User and
Group account options.

Have access to the Administrator account on all the computers involved.

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1.2 Installation Overview

There are three main phases to the installation process that should normally be carried out
in the following order:

1 Pre-installation preparation - Before you start:

Ensure that you know what to install.

Check that the hardware and infrastructure are suitable and that the prerequisite
software is available.

2 Installation Procedures - The methods for:

Installing any prerequisite software.

Installing the Exaquantum software.

3 Configuration - Make the necessary adjustments to the default configuration to match

your situation.

Alternatively you may be making Changes To An Existing Installation.

When the installation is completed, you should refer to the Checking The Installation
section.

Language

Exaquantum is available in other Language options, which can have an affect on the
installation process.

Note: All procedures should be carried out using a Windows account that has
administrator privileges on the local machine.

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1.3 Other Sources Of Information

This guide provides all the information you require to carry out the installation.

If you want a greater understanding of some of the more complicated concepts behind the
software then you can refer to other Exaquantum documents.

The following documents are available in PDF on the Exaquantum Software CD. You can
also choose for them to be installed on the target computer:

Note: In order to view PDF documents on this PC, Adobe Acrobat must be installed. It is
available from the Exaquantum Prerequisites CD.

Exaquantum/PIMS Users Manual

Exaquantum/Explorer Users Manual Volume 1 - General Information

Exaquantum/Explorer Users Manual Volume 2 - Custom Controls

Exaquantum/Explorer Users Manual Volume 3 - Microsoft Excel Reports

Exaquantum/Explorer Users Manual Volume 4 - Advanced Configuration

Exaquantum API Reference Manual

Exaquantum Engineering Guide Volume 1 - Administration

Exaquantum Engineering Guide Volume 2 - Network Configuration

Exaquantum Engineering Guide Volume 3 - Support Tools

Exaquantum Engineering Guide Volume 4 - Web Authoring

StoryFinder PDF File Search Application

The StoryFinder application is developed by Yokogawa for searching multiple pdf files. It
works with Adobe Acrobat Reader as plug-in. The application allows a search for any
word across multiple pdf files.

It is the same application as provided for the CS1000/3000 manuals.

How to Install StoryFinder

Double click the on the file /Misc/FINDER.exe located in the prerequisite CD. StoryFinder
software will be installed.

The Index File FindIndex.dat is installed during the Exaquantum installation to

<Exaquantum Installation Folder>\Documentation. This is typically C:\Program
Files\Yokogawa\Exaquantum PIMS\Documentation.

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How to Use StoryFinder

1 When this StoryFinder.exe is installed on the PC, a 'Plug-Ins' menu will appear on
Adobe Acrobat Reader menu-bar.

2 When the [Plug-Ins] - [StoryFINDER] menu is selected, the StoryFinder dialog will be
displayed.

3 Press the 'Add List' button in the 'Selecting document' area.

4 Specify the index file which is installed

5 Select the index file.

In the case of Adobe Acrobat Reader 5.0.5 or Adobe Reader 6.0.1, select following
index file.
The file is installed to <Exaquantum Installation Folder>\Documentation\
FindIndex.dat. This is typically C:\Program Files\Yokogawa\Exaquantum PIMS\
Documentation\FindIndex06.dat.

In the case of Adobe Reader 7, select following index file.

The file is installed to <Exaquantum Installation Folder>\Documentation
\FindIndex.dat. This is typically C:\Program Files\Yokogawa\Exaquantum PIMS\
Documentation\FindIndex07.dat.

6 Type the word that you want to search in the 'Indexes and Options' area.

7 Press the 'Find Now' button. The search results dialog will be shown.

8 Double click on any line to see the page.

1.4 Language options

Supported Languages

Exaquantum currently supports the English and Japanese languages.

English is the default language, except in the case of Japanese being detected.

Language Detection

During the installation process, Exaquantum detects the language being used based on the
operating systems default code page, which is not necessarily the language selection by
the setting in the Windows 'Locale'.

For example, when English Windows 2000 is installed, and Japanese is selected as the
default language, the Exaquantum installation will install English files.

Exaquantum will display the installation dialogs in the detected or default language and
installs the same version of documentation and database defaults.

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1.5 Support
In the case of any problems with the installation of the software, support is available from
the relevant Yokogawa representative.

Before Contacting Yokogawa Support

Please check the information in this guide and the Other Sources Of Information section to
ensure that the basic installation and configuration issues have been addressed.

The support process will be much more efficient if you have some basic information ready
when you call:

The version and release numbers of the software.

The operating system being used, including the service pack level.

A concise description of the problem and its symptoms.

Full details of any error messages encountered.

Access to the Windows Event Viewer, in particular the Application and System logs.

Tip: The Information Gathering Tool can be used to create a comprehensive report
containing useful information to help diagnose many problems. Further details can be
obtained in the Exaquantum Engineering Guide Vol. 3. See the Other Sources Of
Information section for a link.

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Chapter 2 Pre-installation preparation

2.1 Pre-Installation Overview
During the preparation stage you need to discover what form of installation will be
performed.

The following topics are discussed:

Additional Features

Client / Server Technology

Open Interface

User And Group Accounts

Exaquantum OPC Client

Excel Add-Ins

Hard Disk Considerations

Internet Information Server

Microsoft Message Queue

Primary And Secondary Exaquantum PIMS Servers

Role Based Name Space

Secure Workbook Folder Location

Server Time Synchronisation

Web Server Deployment Options

Web Authoring Tools

Windows Terminal Services

21 CFR Part 11 Support

These issues should already have been decided at an earlier stage of the project. If you do
not know all the answers then seek advice from the system or project manager.

Before you install the Exaquantum software it is essential to confirm that the necessary
prerequisites are available (Overview). The prerequisites depend on the form of
installation discussed in the list of topics above.

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2.2 Additional Features

The Exaquantum system contains a number of additional features and tools that provide
extra functionality:

Not all these items are required for every installation.

During the installation procedure you to choose which ones to install.

Some items need prerequisite software (Overview).

Before starting the installation procedure you should determine which of the following
items are to be installed. Refer to the list in the Exaquantum Select Features dialog box.

For further information about these features, refer to the relevant item in the other sources
of information (Other Sources Of Information).

2.3 Client / Server Technology Options

Exaquantum uses a client / sever architecture that can be deployed in two distinct forms:

Exaquantum/Explorer technology - A dedicated application running on the client,

communicates directly with the Exaquantum/PIMS server over the LAN (local area
network).

Exaquantum/Web technology - A standard web browser on the client, uses HTTP to

communicate with the Exaquantum/Web server, which in turn communicates with the
Exaquantum/PIMS server.

Note: The important technical and policy issues concerning the method used in any
particular situation need to be settled at an early stage. This discussion is beyond the
scope of this guide. If you want help in making a decision then please discuss the
implications with your Yokogawa representative.

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Servers

There are three options for deploying the server software:

Exaquantum/PIMS server installed on a single computer.

Exaquantum/Web server installed on a single computer.

Exaquantum/PIMS server and Exaquantum/Web server combined on a single

computer.

All systems must have at least one Exaquantum/PIMS server.

The Exaquantum/Web server can be deployed in two ways (Web Server Deployment
Options).

Note: The combined server deployment is only intended for small-scale, low volume use,
such as demonstrations.

Clients

There are two client software options (Client Software Options):

Exaquantum/Explorer client

Exaquantum/Web client

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2.4 Client Software Options

The choice of client installation depends entirely on whether DCOM or Web-based
technology is being used.

Exaquantum/Explorer client - Dedicated software that uses DCOM (Distributed

Component Object Model) to communicate with the Exaquantum/PIMS server.

Exaquantum/Web client - Uses a standard web browser and HTTP (Hypertext

Transport Protocol) to communicate with the Exaquantum/Web server.

Figure 2-1 Figure 2-2

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2.5 Web Server Deployment Options

In the case of the Exaquantum system using Web-based technology, there is a choice in the
way the two server components are deployed:

Two server deployment - Install the Exaquantum/PIMS and Exaquantum/Web servers

on separate computers.

Single server deployment - Install both the Exaquantum/PIMS and Exaquantum/Web

servers on the same computer.

Note: The combined server deployment is only intended for small-scale, low volume use,
such as demonstrations.

Figure 2-3 Figure 2-4

The requirement for the hardware platforms on which the software is installed is explained
in the topic Combined Server Prerequisites. The software prerequisites are described in the
topic Exaquantum/PIMS Server Prerequisites.

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2.6 Open Interface

The Open Interface (formally known as Cross-server calculations) provides the ability to
perform calculations using data from across different Exaquantum servers.

The effect on the installation process is that the Exaopc server is added to the prerequisite
software (Overview) for the Exaquantum/PIMS server.

Figure 2-5 Figure 2-6

The Exaopc server software must be installed before the main Exaquantum/PIMS server
software.

The installation menu will alert you of this requirement at the relevant time.

2.7 User And Group Accounts

All parts of an Exaquantum system need to communicate and share data.

In order to regulate access to facilities and functionality they share a basic set of
common users and groups with various access rights and privileges.

Exaquantum employs the Windows operating system user and group accounts to
manage this facility.

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Account Management

There are two fundamentally different ways of configuring these accounts:

Local Group Accounts - maintain a set of local User and Group accounts on each
Exaquantum/PIMS server in the workgroup.

Domain Accounts - maintain a centralised set of User and Group accounts on a domain
server.

By default, Exaquantum uses local groups for account management method. There are also
other areas of the Exaquantum installation that depend on how this is managed, such as
Server Time Synchronisation and Role Based Name Space.

Implications For The Installation

The installation procedure only supports local group accounts.

Be aware that if you:

Upgrade a system that already uses domain based accounts, and want to continue that
way, some post installation configuration is required (Using Domain\Local Accounts).

Install a new system and you want to use a domain to manage the accounts, then you
should contact your Yokogawa representative.

2.8 Exaquantum Accounts

This is the basic set of User and Group accounts required for the Exaquantum system.

User Account

During installation of a new system this account is automatically established on each

computer.

QuantumUser - very important account used internally for access by the system.

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Default Group Accounts

During installation of a new system these are automatically established on each

Exaquantum/PIMS server.

QUserGroup

QAdministratorGroup

QExplorerDesignGroup

QDataWriteGroup

Note: For an existing installation, the presence of the groups will be detected to prevent
them being overwritten with new ones.

Optional Group Accounts

User defined groups for RBNS (Role Based Name Space)

Domain Based Accounts

If you are upgrading a system that uses a windows domain, and you want to continue to
use domain based accounts (Using Domain\Local Accounts), then some extra
configuration will be necessary.

2.9 Exaquantum OPC Client

For installations that use non-Exaquantum clients to view OPC data, Yokogawa provide a
small-footprint Exaquantum OPC client program. This can be loaded on the client PC in
order to access to the OPC data from Exaquantum OPC server.

The Exaquantum Open Interface is used by the Exaquantum system to provide Cross-
server calculations (Open Interface).

The Exaquantum OPC client is available on the main Exaquantum Software CD at:

OPCClient\Exaquantum OPC Client.msi

To install the software, double-click on the file above.

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2.10 Excel Add-Ins

The Excel Add-ins allows Exaquantum client users to view and manipulate Exaquantum
data using Microsoft Excel.

The effect of the Excel Add-ins on the installation is that:

A suitable version of Microsoft Excel must be available and should be installed on the
client as part of the prerequisite software (Overview).

Note: The Excel Add-in is an optional extension to the basic Exaquantum features. It
requires a suitable version of Microsoft Excel be installed. Microsoft Excel is not supplied.

If you do not install Excel first as recommended, some post installation configuration
(The Excel Add-In Files) is necessary.

2.11 Hard Disk Considerations

There are three aspects of the hard disk storage that can be considered:

Interface - Best performance is obtained by using a SCSI interface

RAID (Redundant Array of Inexpensive Drives) - Where data integrity is of paramount

importance a RAID-5 system should be considered.

Partitioning - It is strongly recommended that you use a separate drive for the
Exaquantum data. If this is not possible then a separate partition should be allocated.
The recommended partitions sizes for the server are shown in the table.

Table 2-1

Partition / Disk Contents Comment

Windows Operating Operating system files. At least 2GB.
System Paging file (More if memory size is 512 MB or greater)
Exaquantum program files At least 500MB.
Applications SQL. (More if online documentation and other
Server program files optional items are installed)
Depends entirely on how much historical
Exaquantum databases data you will keep available online.
Data (SQL database)
created by SQL Server (Consult your Yokogawa representative for
advice)

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2.12 Internet Information Server

Internet Information Server (IIS) provides the functionality for the Exaquantum/Web
server to be able to act as a web site.

The Exaquantum/Web server uses IIS to serve web pages to Exaquantum/Web clients that
connect using the HTTP (Hypertext Transport Protocol) and a standard web browser.

We strongly recommend that if IIS will be used, that it be installed by selecting it as one of
the options available when the operating system is installed.

Although it can be added later this will involve additional work and duplication.

If you install the IIS later, you will have to re-install any Windows service packs that
have been added.

2.13 Microsoft Message Queue (MSMQ)

The Microsoft Message Queue (MSMQ) is essential if the installation will use the
Exaquantum Event Generator Tool.

The Exaquantum Event Generator Tool is used to link applications that provide additional
functionality on top of the Exaquantum/PIMS server software.

We strongly recommend that if MSMQ will be used, that it be installed by selecting it as

one of the options available when the operating system is installed.

Although it can be added later this will involve additional work and duplication.

If you install the MSMQ later, you will have to re-install any Windows service pack
that has been added.

Installing MSMQ needs some special attention. Please see section, Installing MSMQ
for further details.

2.14 Primary And Secondary Exaquantum PIMS Servers

The Exaquantum/Web server and any Exaquantum/Explorer clients need to be able to
communicate with an Exaquantum/PIMS server over the LAN.

Many Exaquantum systems have more than one Exaquantum/PIMS server. Identifying a
secondary server allows for an alternative source of data in the case of a problem with the
primary server.

During the installation procedure of these components you will be asked to enter the name
of the Primary and Secondary Exaquantum/PIMS servers as in Exaquantum PIMS
Server Names.

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2.15 Role Based Name Space

Role Based Name Space (RBNS) is a method used by Exaquantum for allocating access to
system features and data according to the user's role.

The default access control to Exaquantum uses the user and group account feature offered
by the Windows operating system. RBNS builds upon this to provide user configurable
group accounts as well.

By creating a set of groups based upon job roles, each user's access can easily be changed
by moving them to the appropriate group.

For example:

If a user changes role it is only necessary to change the groups to which they belong.

To change the access permissions of a whole group of staff depends on the network
access security environment being used:

Domain - requires only a single change to the role group to which they all belong.

Workgroup - requires a change to be made on each Exaquantum/PIMS server in the

workgroup.

2.16 Secure Workbook Folder Location

The Secure Workbooks available to Exaquantum client users must be accessible to all the
clients.

There are three ways the location of the folder containing the Secure Workbooks can be
configured, each with different implications for the installation process:

Specified Local Folders [Default]

Separate copies of all the secure workbooks must be maintained on each of the clients
that use them.

By default the folder is located within the Exaquantum program files area.

The path must be identical when seen from the server and each client.

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Shared Folder On A Mapped Drive

The secure workbooks are kept in a shared folder at a central location.

Access to the folder is defined using a mapped drive.

The path to the location of the mapped drive and shared folder has to be entered at
installation time.

The path must be identical when seen from the server and each client.

The mapped drive has to be set up on each client.

Shared Folder Using A UNC Path

The secure Workbooks are kept in a shared folder at a central location.

Access to the folder is defined using a UNC network path.

A UNC path has the form
= the name of the computer hosting the secure workbooks

= the file system path to the secure workbook folder on the computer
'computer_name'

= the name of the folder containing the secure workbooks

The path must be identical when seen from the server and each client.

This form of addressing provides a universal address that requires no configuration of

the clients.

Note: The location of the secure workbooks is not checked by the installation procedure.
The location is checked at first use, when the client is run by a user who is not a member
of the QExplorerDesignGroup.

2.17 Server Time Synchronisation

Time synchronisation between the Exaquantum Server and OPC Server(s) is required for
the correct working of Exaquantum. Failure to synchronise the two could result in no live
data or no history data. The subject of Time Synchronisation is covered in detail in
Engineering Guide 2.

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2.18 Web Authoring Tools Option

The Web Authoring Tools option provides the ability to add Exaquantum objects to
bespoke web pages for use by Exaquantum clients.

The tools included with the Exaquantum software are specifically designed to integrate
with Microsoft FrontPage.

Any other HTML based web authoring editor can be used, but the integration will not
be available.

A copy of the chosen HTML editor will be required for each computer on which the
Web Authoring Tools are installed.

If Microsoft FrontPage is being used, in order to make integration more straight

forward, it should be installed before the Exaquantum software. If it is installed later,
the integration will have to be performed manually.

2.19 Windows Terminal Services

Exaquantum/PIMS has a feature that allows some of the Administration Tools to be used
remotely using an Internet Explorer web browser.

This feature uses the Windows Terminal Services facility, which is provided as an option
with all of the supported Windows Server Operating systems.

The installation and configuration procedure for Terminal Services differs significantly
with the version of Windows being used. For more details refer to the information that is
provided by Microsoft, about Terminal Services and the operating system you are using.

Whenever the feature is first accessed from a browser, an ActiveX control will be
downloaded from the server and installed on the local PC (Configuring Internet Explorer
Activex Security).

2.20 21 CFR Part 11 Support

The Exaquantum system provides an optional feature to support the U.S. FDA regulation
21 CFR Part 11. This defines rules for securing the long term storage of electronic records
using electronic signatures.

If your installation is required to support these regulations, you will need to activate
support during the installation procedure for Exaquantum/PIMS server, using the
Exaquantum 21 CFR Part 11 Settings dialog box.

You will need to know the period, in minutes, for which passwords are valid before they
need to be refreshed.

Note: 21 CFR Part 11 support is only available why you buy CFR Part 11 option with
Exaquantum/Batch.

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Chapter 3 Prerequisites
3.1 Overview
This section refers to resources that need to be available before the installation of the
Exaquantum software can begin. The requirements in each case will depend on:

The Client / Server Technology being used.

Which Exaquantum component is being installed.

The prerequisites are divided into two main categories:

Hardware requirements - which concerns the:

Specification of the computer on which the software will be installed.

The communications infrastructure used to connect the individual items to the rest
of the system.

Software prerequisites - Concerns the software that provides the underlying support
services and additional functionality upon which the Exaquantum software builds.

The prerequisites deployed will depend on which Exaquantum component is being

installed:

Exaquantum/PIMS Server Prerequisites.

Combined Server Prerequisites.

Exaquantum/Web Server Prerequisites.

Exaquantum/Explorer Client Prerequisites.

Exaquantum/Web Client Prerequisites.

Some of the software items are provided on the Exaquantum Prerequisites CD.

Installation Procedures are provided for some of the more complicated prerequisite
software installation procedures.

Tip: For more information on this subject refer to the Exaquantum Engineering Guide Vol
1.

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3.2 Exaquantum Prerequisites CD

The Exaquantum Prerequisites CD contains some of the software that needs to be installed
before you can begin installing Exaquantum.

When you load the CD in the drive, as long as autorun is enabled, it should start to run
automatically and display a menu.

Tip: If the Exaquantum Prerequisites CD procedure does not start automatically, you can
start it manually:

In the root directory of the Exaquantum Prerequisites CD, locate the file
Exaquantum_Menu.chm and double-click on it.

The prerequisites deployed will depend on which Exaquantum component is being

installed:

Exaquantum/PIMS Server Prerequisites.

Combined Server Prerequisites.

Exaquantum/Web Server Prerequisites.

Exaquantum/Explorer Client Prerequisites.

Exaquantum/Web Client Prerequisites.

The following prerequisites are supplied on the Prerequisite CD and will be automatically
installed dependant on the type of installation and the Operating System version:

Microsoft Windows 2000 Service Pack 4.

Microsoft SQL Server 2000 and Service Pack 4.

Microsoft .Net Runtime Environment Version 1.

Microsoft .Net Runtime Environment Version 1 Service Pack 3.

Microsoft MDAC (Microsoft Data Access Component) Version 2.8.

Yokogawa Exaopc Client for HIS R3.02.

Yokogawa Exaopc Client R3.10.

Microsoft Internet Explorer 6 with Service Pack 1.

Adobe Acrobat Reader Version 7.0.

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3.3 Combined Server Prerequisites

Note: The combined server deployment is only intended for small-scale, low volume use,
such as demonstrations.

Hardware Requirements

This is the minimum hardware requirement:

CPU - 2GHz Pentium.

RAM 1 Gbyte.

Hard disk - 100 Gbytes.

Network - 10 Mb Ethernet.

Now is a good time to consider the hard disk space allocation (Hard Disk Considerations).

Software Prerequisites

Operating System

Windows 2000 Server or Professional [Not provided] with Service Pack 4 [Provided].

Windows Server 2003 Standard Edition optionally with Service Pack 1 [Not provided].

Windows XP Professional with Service Pack 1 or higher [Not provided].

Mandatory Software

Microsoft SQL 2000 Server + Service Pack 4 [Provided].

Microsoft Windows IIS [Provided with operating system] (Internet Information

Server).

.Net Runtime Environment Version 1 [Provided].

.Net Runtime Environment Service Pack 3 [Provided].

Microsoft Data Access Component (MDAC) Version 2.8. [Provided] - Not required
for Windows Server 2003).

HIS OPC client R3.02 [Provided].

Exaopc client R3.10 [Provided].

Internet Explorer 6 with Service Pack 1 [Provided] - Not required for Windows Server
2003 or XP Service Pack 2.

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Acrobat Reader 7.0 [Provided] - required for viewing PDF Documents.

Optional Software

Exaopc server [Provided] - required for the Open Interface (OPC Server Function).

Microsoft Message Queue (MSMQ) optional [Provided with operating system] -

required for Exaquantum Event Generator Tool ( Microsoft Message Queue).

Note: If required, the MSMQ and IIS options should be installed at the same time as
the operating system and BEFORE any service packs. If they are added later, the
service pack must be reinstalled.

Windows Terminal Services [Provided with operating system] - Required for Web
Admin Tools (Windows Terminal Services).

3.4 Exaquantum/PIMS Server Prerequisites

Hardware Requirements

This is the minimum hardware requirement:

CPU - 2GHz Pentium.

RAM 1 Gbytes.

Hard disk - 100 Gbytes.

Network - 10 Mb Ethernet.

Now is a good time to consider the hard disk space allocation (Hard Disk Considerations).

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Software Prerequisites

Operating System

Windows 2000 Server or Professional [Not provided] with Service Pack 4 [Provided].

Windows Server 2003 Standard Edition optionally with Service Pack 1 [Not provided].

Windows XP Professional with Service Pack 1 or higher [Not provided].

Mandatory Software

Microsoft SQL 2000 Server with Service Pack 4 [Provided].

Microsoft Data Access Component (MDAC) Version 2.8 [Provided] - Not required for
Windows 2003.

HIS OPC client R3.02 [Provided].

Exaopc client R3.10 [Provided].

Internet Explorer 6 with Service Pack 1 [Provided] - Not required for Windows Server
2003 or XP Service Pack 2.

Acrobat Reader 7.0 [Provided] - required for viewing PDF Documents.

Optional Software

Exaopc server [Provided] - required for the Cross-server Calculation or OPC server
feature.

Microsoft Message Queue (MSMQ) [Provided with operating system] - required for
Exaquantum Event Generator Tool only ( Microsoft Message Queue).

Note: If required, the MSMQ option should be installed at the same time as the
operating system and BEFORE any service packs. If it is added later, the service pack
must be reinstalled.

Windows Terminal Services [Provided with operating system] - Required for Web
Admin Tools (Windows Terminal Services).

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3.5 Exaquantum/Web Server Prerequisites

Hardware Requirements

This is the minimum hardware requirement:

CPU 2GHz Pentium.

RAM - 1 Gbytes.

Hard disk - 18 Gbytes.

Network - 10 Mb Ethernet.

Software Prerequisites

Operating System

Windows 2000 Server or Professional [Not provided] with Service Pack 4 [Provided].

Windows Server 2003 Standard Edition optionally with Service Pack 1 [Not provided].

Mandatory Software

Windows IIS option [Provided with operating system].

.Net Runtime Environment Version 1 [Provided].

.Net Runtime Environment Service Pack 3 [Provided].

Microsoft Data Access Component (MDAC) Version 2.8 [Provided] - Not required for
Windows Server 2003.

Internet Explorer 6 with Service Pack 1 [Provided] - Not required for Windows Server
2003 or XP Service Pack 2.

Optional Software

Acrobat Reader 7.0 [Provided] - required for viewing PDF Documents.

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3.6 Exaquantum/Explorer Client Prerequisites

Hardware Requirements

This is the minimum hardware requirement:

CPU - 600 MHz Pentium.

RAM - 256 Mbytes.

Hard disk - 4 Gbytes.

Video resolution - 1024x768.

Video colours 65536.

Network - 10 Mb Ethernet.

Software Prerequisites

Operating System

Windows 2000 Professional or Server [Not provided] with Service Pack 4 [Provided].

Windows Server 2003 optionally with Service Pack 1 [Not provided].

Windows XP Professional [Not provided] + either Service Pack 1 or 2 [Not provided].

Mandatory Software

Note: These are not required with either Windows Server 2003, or Windows XP with
Service pack 2 is installed.

Microsoft Data Access Component (MDAC) Version 2.8 [Provided].

Microsoft Internet Explorer 6.0 with Service Pack 1 [Provided].

Optional Software

Acrobat Reader 7.0 [Provided] - required for viewing PDF Documents.

Microsoft Excel (Office 2000, Office XP, or Office 2003) [Not provided] - Required
for Excel Add-in feature.

Microsoft FrontPage 2000/2002/2003 [Not provided] - Required for Web Tools

feature.

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3.7 Exaquantum/Web Client Prerequisites

Hardware Requirements

This is the minimum hardware requirement:

CPU - 600 MHz Pentium.

RAM - 256 Mbytes.

Hard disk - 4 Gbytes.

Video resolution - 1024x768.

Video colours 65536.

Network - 10 Mb Ethernet.

Software Prerequisites

Operating System

Windows 2000 Server or Professional [Not provided] with Service Pack 4 [Provided].

Windows Server 2003 Standard Edition optionally with Service Pack 1 [Not provided].

Windows XP Professional [Not provided] with either Service Pack 1 or 2 [Not

provided].

Mandatory Software

Note: This is not required for either Windows Server 2003, or Windows XP with Service
Pack 2 installed.

Microsoft Internet Explorer 6.0 with Service Pack 1 [Provided].

Optional Software

Microsoft Excel (Office 2000, Office XP or Office 2003) [Not provided] - Required
for Excel Add-in feature.

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Chapter 4 Installation Procedures

4.1 Installation Procedures Overview
There are two main phases to installing the software:

Installing the prerequisites.

Installing the Exaquantum software.

The installation procedure will start with the prerequisites CD thereafter prompting the
user to insert the Exaquantum product CD to complete the installation process.

Before starting you should be aware of, and understand:

The choices you will be asked to make during the installation procedures.

The preparation necessary to ensure a suitable platform for the software.

You are strongly recommended to read the topics concerning:

Installation Overview.

Prerequisites.

4.2 Installation
There are four stages to installation:

Stage 1 - Installing The Operating System:

1 Install the chosen operating system using the manufacturers instructions.

For Exaquantum/Web server, also choose to install the IIS option (Internet
Information Server).

For Exaquantum Event Generator Tool, also choose the MSMQ option ( Microsoft
Message Queue).

2 Install any service packs that are required.

3 Set up the operating system for the administrative and security environment to be used.

4 Configure for TCP/IP networking.

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Stage 2 - Installing Other Prerequisites That Are Not Provided:

1 Install any of the prerequisites that are not provided. Use the information you have
obtained from reading this guide, or on the Prerequisites CD, to decide what is
necessary for your situation.

Stage 3 - Installing Exaquantum Prerequisites:

The CD menu will offer access to documentation and a choice of which installation
procedure to begin. The installation procedure steps relate to individual prerequisite Dialog
Boxes.

1 Insert the Exaquantum Prerequisites CD the CD will automatically run and display
the menu as long as Autorun is enabled on the PC. If Autorun is not enabled see the
notes here (Exaquantum Prerequisites CD)

2 Follow the menu selection for the type of installation you are performing.

The following procedures are available:

Exaquantum/PIMS server installation

Exaquantum/Web server installation

Combined Exaquantum server installation

Exaquantum/Explorer client installation

Exaquantum/Web client installation

3 Configuring Microsoft SQL Server 2000 requires some special attention (Configuring
SQL Server Memory).

If reboots are necessary, the computer will automatically shut down and restart the PC
without the need for user interaction.

Stage 4 - Installing The Exaquantum Software

Once the prerequisites have been successfully installed the user will be prompted to insert
the Exaquantum software CD to complete the installation process.

Depending on the installation option chosen in Stage 3 one of the procedures in the
following sections will be carried out.

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4.3 Prerequisites Installation Sequence

The prerequisite installation sequence is similar for all Operating Systems and installation
types. In each case the same screens are displayed and the only difference is in the list of
prerequisites automatically selected. A few of the typical screens are shown as examples of
what the user can expect while the install is taking place. Where a component requires a
restart the installation will automatically perform it and log on again.

The only screen which requires user interaction is the SQL Server installation as described.

The screens are found here:-

1 Prerequisites - Welcome

2 Prerequisites Mandatory Prerequisites

3 Prerequisites Conditional Prerequisites

4 Prerequisites User And Password Information

5 Prerequisites Install Sequence

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4.4 Combined Exaquantum Server Installation Sequence

The following installation procedure steps relate to individual Dialog Boxes:

1 Exaquantum Installation Start

2 Exaquantum - Welcome

3 Exaquantum License Agreement

4 Exaquantum Customer Information

5 Exaquantum Destination Location

6 Exaquantum Select Features

7 Exaquantum Password Information

8 Exaquantum Database Creation

9 Exaquantum 21 CFR Part 11 Settings

10 Exaquantum Secure Workbook Location

11 Exaquantum Start Copying Files

12 Exaquantum Setup Status

13 Exaquantum Installation Completed

At the end of the installation you should re-start the computer if requested to do so.

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4.5 Exaquantum/PIMS Server Installation Sequence

The following installation procedure steps relate to individual Dialog Boxes:

1 Exaquantum Installation Start

2 Exaquantum - Welcome

3 Exaquantum License Agreement

4 Exaquantum Customer Information

5 Exaquantum Destination Location

6 Exaquantum Select Features

7 Exaquantum Password Information

8 Exaquantum Database Creation

9 Exaquantum 21 CFR Part 11 Settings

10 Exaquantum Secure Workbook Location

11 Exaquantum Start Copying Files

12 Exaquantum Setup Status

13 Exaquantum Installation Completed

At the end of the installation you should re-start the computer if requested to do so.

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4.6 Exaquantum/Web Server Installation Sequence

The following installation procedure steps relate to individual Dialog Boxes:

1 Exaquantum Installation Start

2 Exaquantum - Welcome

3 Exaquantum License Agreement

4 Exaquantum Customer Information

5 Exaquantum Destination Location

6 Exaquantum Select Features

7 Exaquantum Password Information

8 Exaquantum PIMS Server Names

9 Exaquantum Start Copying Files

10 Exaquantum Setup Status

11 Exaquantum Installation Completed

At the end of the installation you should re-start the computer if requested to do so.

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4.7 Explorer Client Installation Sequence

The following installation procedure steps relate to individual Dialog Boxes:

1 Exaquantum Installation Start

2 Exaquantum - Welcome

3 Exaquantum License Agreement

4 Exaquantum Customer Information

5 Exaquantum Destination Location

6 Exaquantum Select Features

7 Exaquantum Password Information

8 Exaquantum PIMS Server Names

9 Exaquantum Web Server Name

10 Exaquantum Start Copying Files

11 Exaquantum Setup Status

12 Exaquantum Installation Completed

At the end of the installation you should re-start the computer if requested to do so.

4.8 Web Client Installation Overview

There are two methods for installing the Exaquantum/Web client:

Online installation over the network from the Exaquantum/Web server.

Installation from CD directly to the local computer.

In both cases the installation procedure is the same, only the method of access differs.

Note 1: Whichever installation method is used, it must be performed by someone logged on

with Administrator privileges on the local computer.

Note 2: In some cases the security configuration of the browser may inhibit the installation
of the ActiveX controls used by Exaquantum/Web (Configuring Internet Explorer Activex
Security).

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Online Installation

If the Exaquantum/Web client software has not been previously installed, whenever the
ExaquantumHome page is accessed, the user will be given the opportunity to download the
components and install it.

To install Exaquantum/Web client online:

1 Start Internet Explorer.

2 Open the Exaquantum home page by entering: http://<exaquantum web server

name>/ExaquantumHome

3 If the Exaquantum/Web client software has not been previously installed, after the first
part of page is displayed there will be a delay while some files are downloaded to the
PC. The current status will be shown in the status bar.

4 When the files have been downloaded, the installation procedure will begin (Web
Client Installation Sequence).

Installation From The CD

To install the Exaquantum/Web client software from the CD:

1 From the Exaquantum Software CD, select the Exaquantum/Web client installation
procedure (Web Client Installation Sequence).

2 When the software has been installed, for user convenience configure Internet Explorer
to automatically access the server home page (Configuring Internet Explorer Home
Page).

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4.9 Web Client Installation Sequence

The following installation procedure steps relate to individual Dialog Boxes:

1 Exaquantum Installation Start

2 Exaquantum - Welcome

3 Exaquantum License Agreement

4 Exaquantum Customer Information

5 Exaquantum Destination Location

6 Exaquantum Web Server Name

7 Exaquantum Start Copying Files

8 Exaquantum Setup Status

9 Exaquantum Installation Completed

At the end of the installation you should re-start the computer if requested to do so.

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Chapter 5 Dialog Boxes

The following sections describe the process of installing Exaquantum and the prerequisites
using the actual dialog boxes. Any error dialog boxes encountered can be viewed in the
Installation Troubleshooting section.

5.1 Installation Start

The first screen displayed when the Exaquantum installation process is started. Provides
the option to:

Using this guide Displays this guide

Install the Exaquantum Software Navigates to the dialog in section 5.2 Install The
Exaquantum Software

Time Synchronization Runs the Time Synchronisation Wizard. Time

Synchronisation is discussed in Exaquantum Engineering Guide Volume 2

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Figure 5-1

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5.2 Install The Exaquantum Software

Provides the option to install:

Exaquantum client software will display a dialog similar to that in section 5.3
Installation Procedure

Exaquantum server software will display the dialog in section 5.3 Installation
Procedure

Figure 5-2

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5.3 Installation Procedure

Provides a list of the steps the installation process will follow. The installation process will
start automatically with point 1, in the case below the prerequisites.

Figure 5-3

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5.4 Prerequisites - Welcome

The welcome dialog is displayed at the start of the prerequisites installation. No additional
information is required.

Select:

Next - to continue with the installation procedure.

Cancel - to stop the installation procedure.

Figure 5-4

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5.5 Prerequisites Mandatory Prerequisites

Provides the list of prerequisite components required for Exaquantum installation.
Installed components are highlighted in grey. A description for the selected component
will be displayed in the Explanation box.

Select:

Back returns to the previous dialog screen

Next - to continue with the installation procedure.

Cancel - to stop the installation procedure.

Figure 5-5

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5.6 Prerequisites Conditional Prerequisites

The list of components that may be required for Exaquantum installation but are not
supplied with the product. In the case below MSMQ is an optional product to be installed;
clicking the About MSMQ button will display further information about the product.

Select:

Back returns to the previous dialog screen

Next - to continue with the installation procedure.

Cancel - to stop the installation procedure.

Figure 5-6

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5.7 Prerequisites User And Password Information

During the installation of the prerequisites the local computer may have to be restarted.
Selecting the Automatically log on option and entering valid log on information will
enable the computer to automatically log on each time it is restarted.

To enable automatic log on:

1. Select the Log On Automatically check box.
2. Enter the password for the User Name displayed.
3. Choose Next.
The following dialog has automatic log on enabled:

Figure 5-7

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The following dialog has automatic log on disabled:

Figure 5-8

If an invalid password is entered the following warning message will be displayed:

Figure 5-9

Select:

Back returns to the previous dialog screen

Next - to continue with the installation procedure.

Cancel - to stop the installation procedure.

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5.8 Prerequisites Install Sequence

The installation sequence of the prerequisites components including an indication of
whether the computer will require a reboot for each component. The estimated installation
time for the entire process will be displayed at the bottom of the dialog.

Select:

Back returns to the previous dialog screen

Install Now will start the installation procedure.

Cancel - to stop the installation procedure.

Figure 5-10

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5.9 Prerequisites Running Dialog Screens

The following sub sections provided some of the prerequisite screens displayed during the
installation process.

Installing Windows 2000 Service Pack 4

Figure 5-11

This screen shows the extraction of Windows Service Pack 4 which starts automatically.
When the main dialog appears (next image) you should accept all defaults and allow the
PC to reboot. It will automatically log in and continue the prerequisite process if auto-
login is enabled.

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Figure 5-12

SQL Server Installation

The installation of SQL server requires the location of the program and data files to be
specified.

Select:

Back returns to the previous dialog screen

Continue will start the installation procedure.

Cancel - to stop the installation procedure.

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Figure 5-13

Figure 5-14

Once the installation path has been set the install will continue without need for interaction
as shown above, the PC will be rebooted as required without need for user interaction.

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.NET Runtime Installation

No user interaction is required for this package and it is provided for information only.

Figure 5-15

HIS Exaopc Client Installation

No user interaction is required for this package and it is provided for information only

Figure 5-16

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5.10 Prerequisites Install Completed

The Exaquantum prerequisites installation process has been completed.

Select:

Finish end the installation process of the Exaquantum prerequisites.

Figure 5-17

5.11 Exaquantum Installation Start

The end of the prerequisites installation will signal the start for the Exaquantum
installation. A prompt will automatically appear requesting the Exaquantum CD be
inserted.

Once the CD is inserted:

OK will read the contents of the CD drive

Cancel - to stop the installation procedure.

Figure 5-18

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5.12 Exaquantum - Welcome
The welcome dialog is displayed at the start of the Exaquantum installation. No additional
information is required.

Select:

Next will start the installation procedure.

Cancel - to stop the installation procedure.

Figure 5-19

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5.13 Exaquantum License Agreement

Contains the terms of the legal agreement between the user and provider of the software.

You have to accept the terms of the agreement in order to proceed with the installation
procedure.

Select:

Yes - to accept the licence terms.

No - to refuse the terms and exit the installation.

Back - returns to the previous dialog box.

Figure 5-20

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5.14 Exaquantum Customer Information

Provide user and the company information. If the information is already available from the
operating system, some of the boxes will be filled in automatically.

User Name - the name of the person using the software.

Company Name - the name of the company using the software.

Tip: Supplying the information requested above is optional.

Licence Key - The licence number is printed on the Exaquantum Licence Certificate
supplied to the purchaser of the software.

Note: If an incorrect license number is entered, an error message will be displayed and the
installation will not proceed.

Select:

Back - to return to the previous dialog box.

Next - to continue the installation procedure.

Cancel - to exit from the installation procedure and lose all the settings made so far.

Figure 5-21

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5.15 Exaquantum Destination Location

Determines the location where the program files will be installed. A default location is
provided, which should be used unless there are overriding reasons to install to somewhere
else. The install destination folders will be created if they dont exist.

To choose another location for the files:

Click on the Browse... button.

Use the browser to locate the alternative location.

Choose OK.

Select:

Back - to return to the previous dialog box.

Next - to continue the installation procedure.

Cancel - to exit from the installation procedure and lose all the settings made so far.

Figure 5-22

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5.16 Exaquantum Select Features

Allows you to choose which additional features you want to install. This information will
have been obtained earlier during the preparation phase.

To select the items to be included in the installation:

Ensure the required features are marked with a tick.

Remove the tick from items you do not require.

To add or remove a tick, click on the check box.

Select:

Back - to return to the previous dialog box.

Next - to continue the installation procedure.

Cancel - to exit from the installation procedure and lose all the settings made so far.

Figure 5-23

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5.17 Exaquantum Password Information

Access to the Exaquantum/PIMS and Exaquantum/Web servers is protected by a
password.

The main administrative user account for the system is called quantumuser. The password
discussed here relates to that account.

There are two possible scenarios:

In a brand new installation:

In the Enter Password box, you should type your chosen password.

In the Confirm Password box you should type exactly the same thing again.

Note: All quantumuser accounts on all computers within the same system must be
identical.

In other cases, where Exaquantum has already been installed on the computer, such as an
upgrade or reinstallation for example:

In the Enter Password box, you should type the existing Exaquantum password.

In the Confirm Password box you should type the same password again.

Select:

Back - to return to the previous dialog box.

Next - to continue the installation procedure.

Cancel - to exit from the installation procedure and lose all the settings made so far.

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Figure 5-24

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5.18 Exaquantum Database Creation

Gives you the choice of creating a brand new database or keeping an existing database.

New installation - For a new installation a new database will automatically be created,
so no selection is necessary.

Re-installation - on a system that already has a database, the default action is to

preserve the existing data.

If you do not want to keep the existing data then select Overwrite existing database.

Select:

Back - to return to the previous dialog box.

Next - to continue the installation procedure.

Cancel - to exit from the installation procedure and lose all the settings made so far.

Figure 5-25

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5.19 Exaquantum 21 CFR Part 11 Settings

Allows you to enable the 21 CFR Part 11 support if required. This information will have
been obtained earlier during the preparation phase.

To enable 21 CFR Part 11 support:

In the Timeout text box, enter a value in minutes to define how long passwords are
valid before they need to be re-affirmed.

Select:

Back - to return to the previous dialog box.

Next - to continue the installation procedure.

Cancel - to exit from the installation procedure and lose all the settings made so far.

Note: 21 CFR Part 11 support is only available when you buy the CFR Part 11 option with
Exaquantum/Batch.

Figure 5-26

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5.20 Exaquantum Secure Workbook Location

This allows you to determine the location of the secure workbook folder. The format used
to identify the folder will determine the method of access.

To set the location of the secure workbook folder either:

Accept the default local path.

Use the Browse... button to locate an alternative local file system path.

Enter an alternative as a UNC path.

Note: In this context, 'local' means with reference to the file system of each individual
computer on the system. Refer to the topic Server synchronisation.

Select:

Back - to return to the previous dialog box.

Next - to continue the installation procedure.

Cancel - to exit from the installation procedure and lose all the settings made so far.

Figure 5-27

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5.21 Exaquantum PIMS Server Names
In the case of a Web Server or client install, the software needs to communicate with an
Exaquantum/PIMS server in order to function.

In this dialog box, you can provide the names of up to two Exaquantum/PIMS servers to
which the software can connect.

You must identify at least one server as the Primary Server.

Select:

Back - to return to the previous dialog box.

Next - to continue the installation procedure.

Cancel - to exit from the installation procedure and lose all the settings made so far.

Figure 5-28

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5.22 Exaquantum Web Server Name

In the case of a client install which connects to a Web Server, the software needs to
communicate with an Exaquantum/Web server in order to function.

In this dialog box, you must provide the name of the designated Exaquantum/Web servers
to which the software can connect.

Select:

Back - to return to the previous dialog box.

Next - to continue the installation procedure.

Cancel - to exit from the installation procedure and lose all the settings made so far.

Figure 5-29

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5.23 Exaquantum Start Copying Files

Provides a detailed list of the installation choices you made earlier in the procedure.

Check that all the settings are correct.

To alter any setting, use the back buttons to return to the appropriate dialog box.

When you are satisfied everything is correct, to begin installing the files, click on the
Next button.

Select:

Back - to return to the previous dialog box.

Next - to continue the installation procedure.

Cancel - to exit from the installation procedure and lose all the settings made so far.

Figure 5-30

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5.24 Exaquantum Setup Status

Provides a progress indication of the installation procedure. When all the files have been
copied, there will be a series of mini-installations, each with its own dialog box, for each
of the individual software components.

Click on the Cancel button to stop the installation.

Figure 5-31

The dialog below shows the installation progress display dialog:

Figure 5-32

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5.25 Exaquantum Installation Completed

When this dialog box is displayed, all the file copying and installation procedures are
completed

Remove the CD from the drive.

Choose the Yes, I want to restart my computer now option.

Click on the Finish button.

After the computer has restarted, refer to the post installation and configuration section of
this guide.

Figure 5-33

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Chapter 6 Installation Troubleshooting

6.1 Recovering From A Failed Installation
In the case of an installation that fails for any reason, it is important to ensure that
subsequent attempts are not corrupted by the existing files. In order to avoid corruption,
we recommend that the faulty installation be completely removed before attempting a new
installation.

Removing A Failed Installation

1 If possible, try to uninstall the Exaquantum software using the standard Windows
Add/Remove Programs facility (Uninstalling Exaquantum).

Continuing Problem

If installation fails repeatedly, the reason for the failure should be established:

1 Check the release notes for any late information about the product.

2 Re-read the relevant sections of this guide.

3 Note the circumstances and symptoms of the failure.

4 Create an Installation Log File.

If, after thorough investigation the reason for the failure is not clear, then we recommend
you consult with your Yokogawa representative to try and discover the cause.

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6.2 Installation Log File

If the installation fails, or the software does not start properly, it could be due to a problem
with the installation procedure. In this situation, you may be able to locate the problem by
creating an installation log file.

To achieve this, perform a fresh installation on the problem computer with logging
enabled:

1 Uninstall Exaquantum (Uninstalling Exaquantum).

2 Enable installation logging as follows:

a On the problem computer, open a command window.

b In the command window, navigate to the appropriate Setup.exe file on the

installation CD.

c At the command prompt type one of the following commands, substituting the hard
drive, path and filename of your choice:

Clients and Exaquantum combined server:

Setup /verbose ",<Drive:\path\file_name.txt>

Exaquantum/Web server only:

Setup z/"WebServer" /verbose ",<Drive:\path\file_name.txt>

Exaquantum/PIMS server only:

Setup z/"ExaServer" /verbose ",<Drive:\path\file_name.txt>

3 Run the Exaquantum installation procedure again (Installation Procedures Overview)

This will produce a log file that can be analysed to see if there is a problem. If you are not
familiar with this process they you should consult your Yokogawa representative.

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Chapter 7 Installing MSMQ

It is best to install MSMQ (Microsoft Message Queue) as one of the available options
during the installation of the operating system.

Note: All procedures should be carried out using a Windows account that has
administrator privileges on the local machine.

7.1 Windows 2000 Server

To carry out this procedure you will need access to a Windows Server 2000 installation
CD.

To Add MSMQ To An Existing System:

1 From the Start menu, select Programs - Administrative Tools - Configure Your
Server.

2 In the Windows 2000 Configure Your Server dialog box, at the bottom left-hand side
click on the Advanced menu item to reveal a sub-menu.

3 From the Advanced sub-menu, select Message Queuing.

4 Scroll down the window to locate the item Start the Message Queuing Installation
Wizard and click on the Start link.

5 In the Microsoft Message Queuing Services Setup dialog box click on the Next
button.

6 In the Message Queuing Type page, ensure that Message Queuing server is selected
and that all the sub-options are deselected. To continue, click on the Next button.

7 In the Message Queuing Server page, select the last option, Message Queuing will
not access a directory service. To continue, click on the Next button.

8 The Configure components page is displayed and the installation begins. When
prompted, load the Windows 2000 Server installation CD in the drive and click on the
OK button. If the installation CD Menu appears, dismiss it by selecting the Exit icon.

9 When the installation is complete, in the Microsoft Message Queuing Services Setup
dialog box, click on the Finish button to end the procedure.

10 Remove the Windows 2000 installation CD from the drive.

11 If appropriate, reinstall the latest Windows 2000 service pack.

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7.2 Windows Server 2003

To carry out this procedure you will need access to a Windows Server 2003 installation
CD.

To Add MSMQ To An Existing System:

1 From the Start menu, select Control Panel.

2 In the Control Panel folder, double-click on the Add/Remove Programs item.

3 In the Add or Remove Programs dialog box, in the task bar on the left-hand side,
select Add/Remove Windows Components.

4 In the Windows Component Wizard dialog box, locate the Application Servers
checklist item.

5 Highlight the Application Servers item and click on the Details... button.

6 In the Application Servers dialog box highlight the Message Queuing item and click
on the Details... button.

7 In the Message Queuing dialog box, in the Subcomponents of Messaging Queuing:

list, ensure that the Common subcomponent is selected.

8 Close the Message Queuing dialog box by clicking on the OK button.

9 Close the Application Server dialog box by clicking on the OK button.

10 In the Windows Component Wizard dialog box begin the installation of the MSMQ
by clicking on the Next button.

11 When prompted, load the Windows Server 2003 installation CD in the drive and click
on the OK button. If the installation CD Menu appears, dismiss it by selecting the Exit
icon.

12 When the installation is complete, close all the dialog boxes.

13 Remove the Windows Server 2003 installation CD from the drive.

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Chapter 8 Installing the .NET API on an Exaquantum Client

or Web Server
This operation consists of two parts:

Install the .NET Framework (Exaquantum Client only)

Install Exaquantum API .NET

8.1 Installation of the .NET Framework

1. Load the Exaquantum Pre-requisite CD

2. Close the menu that is run automatically

3. Use Windows Explorer to browse the CD drive, and run the following file: (This installs
the .NET Framework)

<CD Drive>:\Misc\dotnetfx

4. Next run the following file from the CD (This installs the .NET Framework, Service
Pack 3):

NDP1.0sp3-KB867461-X86-Enu.exe

5. Remove the Pre-requisites CD.

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8.2 Installation of Exaquantum API .NET.

Installation is achieved by running the ,NET API msi, which is loaded during the
Exaquantum installation process.

Run the following file.

<Exaquantum Installation Folder>\Exaquantum

PIMS\Install\APIdotNET\Exaquantum API dot NET.msi

The wizard displays a series of dialogs, which require user response.

Welcome Screen

Click Next to continue

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License Agreement

Select Yes - to accept the licence terms and click Next to continue

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Customer Information

Enter user details and select the Anyone who uses this computer option. Click Next to
continue.

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Setup Type

Select the Complete setup type. Click Next to continue

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Ready To Install

Click Install to install the software.

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Wizard Completed

Click Finish to close the Installation Wizard.

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Chapter 9 Configuration
9.1 Overview
In most straightforward installations little configuration is required to confirm that the
basic system works.

Note: Configuration is necessary to transform the installation into a fully functioning

integrated system, but that does not form part of the installation process.

The following items may need to be configured:

Exaquantum/PIMS server:

After the program has been installed you need to expand the size of the database
(Expanding The Database).

If you are upgrading an existing Exaquantum system that uses domain based
accounts you will have to consider the implications of continuing that way or to use
local groups instead (Using Domain\Local Accounts).

After installing the SQL Server 2000 and service pack, you will need to configure
the memory usage (Configuring SQL Server Memory) and number or licenses
(Setting The Number Of SQL Licenses).

Exaquantum/Web client:

The configuration of Internet Explorer may need to be changed for ActiveX

download, logon access, and proxy servers (Internet Explorer Configuration -
Overview).

For user's convenience, you can arrange for the Exaquantum home page to
automatically open when Internet Explorer is started (Configuring Internet Explorer
Home Page).

Exaquantum/Web server - For installations on Windows Server 2003, some web

security configuration is necessary (Web Server Security Configuration).

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9.2 DCOM permissions changes.

This section only applies to Combined Server Install and Data Server Install on the
following platforms:

Windows 2003 SP1

Windows XP SP2

This issue occurs because the default Component Object Model (COM) permissions are
changed in Windows 2003 SP1, and Windows XPSP2. The new COM permissions restrict
remote calls that are not authenticated. The COM program may work locally, but the
remote calls that are not authenticated fail. By default, only members of the Administrators
group have the Remote Activation permission and the Launch permissions. This change
prevents user accounts that do not belong to the Administrators group from starting COM
components.
Resolution
Change DCOM settings as follows

Click Start, point to Administrative Tools, and then click Component Services

Expand the Component Services\Computers container

Right-click My Computer, and then click Properties

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On the COM Security tab, click Edit Limits in the Access Permissions area.

Click on QUserGroup and then click Allow for the Remote Access permissions and
click on OK to accept the changes

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Click OK from My Computer Properties dialog.

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9.3 Accessing Domain Based Group Accounts

By default, Exaquantum uses local group accounts.

This procedure is only applicable when upgrading an existing Exaquantum installation

that uses domain based group accounts. For this to continue working as usual, the
default installation must be modified to use the existing accounts.

This is achieved by adding each of the existing domain based Exaquantum accounts, to
the equivalent new local group based account on each Exaquantum server. The
procedure has to be carried out on each Exaquantum/PIMS or Exaquantum/Web server
that is upgraded.

Note: All procedures should be carried out using a Windows account that has
administrator privileges on the local machine.

To configure an Exaquantum server to access the domain based group accounts:

1 Open the Windows Control Panel:

Windows 2000 Click Start - Settings - Control Panel.

Windows 2003 Click Start - Control Panel.

2 In the Control Panel window, open Administrative Tools by double-clicking on its

icon.

3 In the Administrative Tools window, open Computer Management by double-clicking

on its icon.

4 In the Computer Management window, in hierarchy structure on the left-hand side,

open the Local Users and Groups folder.

5 Click on the Groups folder.

6 In the right-hand side, double click on the Exaquantum group account to be configured

7 In the <GroupName> Properties dialog box, click on the Add... button.

8 In the Select Users or Groups dialog box, use the Look in: drop-down list to locate the
domain server hosting the Exaquantum group accounts.

9 In the Name column, click on the domain group with the same name as the workgroup
group you are currently configuring.

10 Click on the Add button.

11 To close the Select Users or Groups dialog box, click on the OK button.

12 To close the <GroupName> Properties dialog box, click on the OK button.

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13 Repeat the procedure from step 6 for each group to be configured.

14 When you have configured all the local Exaquantum accounts, close the Computer
Management window.

15 To apply the new configuration, shutdown and re-start the computer.

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9.4 Accessing The Domain Quantumuser Account

By default, Exaquantum uses local workgroup based accounts.

This procedure is only applicable when upgrading an existing Exaquantum installation

that uses a domain based Quantumuser account. For this to continue working as usual,
the default installation must be modified to use the existing account.

This is achieved by configuring the Distributed Component Object Model (DCOM)

settings to access the domain based account instead of the default local one. This
procedure has to be carried out on each Exaquantum/PIMS or Exaquantum/Web server
that is upgraded.

The configuration is performed using the QDCOMConfig tool. In a default installation

it will be located in the \Program Files\Yokogawa\Exaquantum PIMS\System folder.

You will need to know the domain name in which the Quantumuser account is
registered.

Note: All procedures should be carried out using a Windows account that has
administrator privileges on the local machine.

To configure an Exaquantum server to access the domain based Quantumuser account:

1 In the \Program Files\Yokogawa\Exaquantum PIMS\System folder, locate the file

QDCOMConfig.exe.

2 Run the program by either double-clicking on its icon or by right-clicking on the icon
and selecting Open.

3 Inspect the selection buttons at the bottom to confirm that the type of installation
selected is correct.

4 In the NT Accounts: frame, locate the Exaquantum User frame.

5 In the User name text box, replace the current server name (which is the first item up
to the backslash) with the name of the domain you want to use.

6 In the Password text box, enter the password for the Quantumuser account in that
domain.

7 Do not change any other information.

8 To save the changes and close the QDCOMConfig tool dialog box, click on the OK
button.

9 To ensure that the new settings are fully integrated shutdown the computer and reboot.

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Figure 9-1

9.5 Internet Explorer Configuration - Overview

There are three main aspects to configuring the Internet Explorer web browser:

Logon security - the security settings can be changed to prevent the user being
requested to log on to the Exaquantum/Web server (Internet Explorer Logon Security).

ActiveX - to download the ActiveX controls used by the Exaquantum system, some
configuration is necessary (Configuring Internet Explorer Activex Security).

Proxy server - if a web proxy server is being used then the Internet Explorer
connection settings will have to be configured to bypass it (Configuring Internet
Explorer Not To Use A Proxy Server For Exaquantum/Web).

Home page - the browser can be configured to automatically open with the
Exaquantum home page (Configuring Internet Explorer Home Page).

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9.6 Configuring Internet Explorer Activex Security

The Exaquantum/Web user interface makes extensive use of ActiveX technology and
scripts.

The ActiveX controls will be downloaded when making a first visit to the
Exaquantumhome web site or by explicit installation from the CD.

Some security settings of Internet Explorer can be configured to prevent the installation of
ActiveX controls and the running of associated scripts.

Tip: The ActiveX controls supplied as part of Exaquantum are signed and are safe for
scripting.

If you have problems installing the Exaquantum/Web client because of security warnings
you may need to change the Internet Explorer security configuration as follows:

The option to "Download signed ActiveX controls" must be set to Enable or Prompt.

The ability to run "Run ActiveX controls and plug-ins" should be set to Enable.

Note: Browser security is a sensitive issue and must be considered as part of the enterprise
wide IT security

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9.7 Internet Explorer Logon Security

In some cases, users may be asked to log on to the Exaquantum/Web server the first time
they access it on each session. This will depend on:

the version of Internet Explorer (operating system dependant)

the security configuration of the servers and IT system as a whole

If you want to prevent the logon being requested each time, the security settings for
Internet Explorer can be changed.

The settings affected by the change are stored within the profile of each individual user,
thus, each user needs to make the change, on each computer they will use to access the
Exaquantum/Web server.

The version of Internet Explorer that is provided with Windows Server 2003 has an
enhanced security configuration enabled by default. The configuration change for
Windows 2003 Server is different from Windows 2000 and Windows XP operating
systems.

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Windows 2000 And XP

To change the IE security settings:

1 Open Internet Explorer.

2 From the menu bar, select Tools - Internet Options...

3 In the Internet Options dialog box, from the row of tabs along the top, select the

Security tab. In the Security page, click on the Local intranet icon.

4 Click on the Sites... button.

5 Ensure that the Include all local (intranet) sites not listed in other zones checkbox is
selected.

6 Click on the Advanced button.

7 In the Local intranet dialog box, ensure that the checkbox labelled Require server
verification (https:) for all sites in this zone is not selected.

8 To accept any changes made and close the Local intranet advanced settings dialog
box, click on the OK button.

Still in the Security page of the Internet Options dialog box, click on the Custom
Level button.

In the Security Settings dialog box, scroll down to the User Authentication section,
check that the Automatic logon with current username and password item is
selected.

To close the Security Settings dialog box, click on the OK button.

In the Internet Options dialog box, from the row of tabs along the top, select the
Advanced tab.

In the Settings list, scroll down to the Security section.

Ensure that the Enable Integrated Windows Authentication (requires restart)

checkbox is selected.

To close the Internet Options dialog box, click on the OK button.

Close Internet Explorer.

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Configuring Internet Explorer Logon Security For Windows Server 2003

To change the IE security settings:

1 Open Internet Explorer.

2 From the menu bar, select Tools - Internet Options...

3 In the Internet Options dialog box, from the row of tabs along the top, select the

Security tab. In the Security page, click on the Trusted sites icon.

4 Click on the Sites... button.

5 The Trusted sites dialog box will open. In the Add this Web site to the zone: box, enter
the address of your Exaquantum/Web server. This will have the form:
http://<exaquantum web server name>

Tip: On an Exaquantum Combined server or Exaquantum/Web server, if you want to

use the generic name 'localhost' as well, you can also add: http://localhost

6 Click on the Add button. The address should transfer to the Web Sites box below.

7 Ensure that the checkbox labelled Require server verification (https:) for all sites in
this zone is not selected.

8 To accept the change and close the Trusted sites dialog box, click on the OK button.

Still in the Security page of the Internet Options dialog box, click on the Custom Level
button.

In the Security Settings dialog box, scroll down to the User Authentication section,
check that the Automatic logon with current username and password item is selected.

To close the Security Settings dialog box, click on the OK button.

In the Internet Options dialog box, from the row of tabs along the top, select the
Advanced tab.

In the Settings list, scroll down to the Security section.

Ensure that the Enable Integrated Windows Authentication (requires restart) checkbox
is selected.

To close the Internet Options dialog box, click on the OK button.

Close Internet Explorer.

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9.8 Configuring Internet Explorer Proxy Settings

Some IT systems use a web proxy server.

In these cases, the configuration of Internet Explorer will need to be changed in order that
the Exaquantum/Web server can be accessed directly.

Configuring Internet Explorer Not To Use A Proxy Server For Exaquantum/Web

To configure Internet Explorer connections:

Open Internet Explorer.

From the menu, select Tools - Internet Options...

In the Internet Options dialog box, select the Connections tab.

Click on the LAN Settings... button.

The Local Area Network (LAN) Settings dialog box will open.

In the Proxy server frame, if the Use a proxy server for your LAN checkbox is
selected, then ensure that the Bypass proxy server for local addresses is also selected.

To close the The Local Area Network (LAN) Settings dialog box, click on the OK
button.

To close the Internet Options dialog box, click on the OK button.

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9.9 Configuring Internet Explorer Home Page

On any computer that will access the Exaquantum/Web server, the browser can be
configured to automatically open the Exaquantum/Web home page.

Because of the way Internet Explorer configuration is stored, this setting is individual for
each user on each client PC.

The following procedure should be carried out by each user on each PC they use.

To configure Internet Explorer to open with the Exaquantum home page:

Open Internet Explorer.

From the menu, select Tools - Internet Options...

In the Internet Options dialog box, display the Home page configuration frame by
clicking on the General tab.

In the Address: box enter the URL of the Exaquantum home page.

Tip: The address of the Exaquantum home page takes the form: http://<exaquantum
web server name>/ExaquantumHome

To set the page as the default, click on the Apply button.

To close the Internet Options dialog box, click on the OK button.

9.10 Adobe Acrobat Reader Installation

In order to view the Exaquantum manuals you need to install a PDF reader program if you
do not already have one. Adobe Acrobat is provided on the Prerequisites CD in the
subfolder called AdbeRdr. Run the Setup.exe program in the AdbeRdr folder and follow
the simple on screen instructions.

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9.11 Excel Add-Ins Post Installation Integration

When Excel is installed before the Exaquantum software, the the Excel Add-ins are
automatically installed in the correct location to enable Excel to locate and work with them
in the most efficient way.

The Excel Add-In Files

If Excel was installed after the Exaquantum software, then moving the files to the
appropriate location will have to be carried out manually.

There are three Add-in files provided with Exaquantum that need to be integrated:

Exaquantum Explorer Add-In.xla

Exaquantum Query Add-In.xla

Tag Configuration Viewer.xla

Default Location When Excel Is Installed

Each Excel installation creates a folder dedicated for the use of Add-in software. In a
default installation it is located C:\Program Files\Microsoft Office\OfficeXX\Library
(where XX will vary depending on the version of Excel installed).

Default Location When Excel Not Present At Installation Time

If Excel is not installed, the Exaquantum installation procedure will be unable to locate the
appropriate folder for the Add-in files, so they will be placed in the Exaquantum PIMS
installation folder. The default installation location will be C:\Program
Files\Yokogawa\Exaquantum PIMS

To enable the Add-ins to be integrated, the three files listed above should be moved to the
Library folder associated with Excel.

Integrating The Add-Ins

Support for Add-ins is part of the Excel software. Please read the Excel Help system for
detailed guidance with installing and integrating Add-ins. Once integrated, the interaction
between Exaquantum and Excel is seamless.

9.12 Expanding The Database

In order to reduce the time taken to install the software, the initial database created is
the minimum size necessary.

In most cases you will need to increase the size of the database before using the
software in an operational environment.

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The database size can be managed using either:

The Exaquantum Database Expansion Tool that is installed on the server.

The tools that are provided with the SQL database.

The Exaquantum/PIMS auto-expand facility is disabled by default so that standard

SQL tools can be used to manage the database.

When using the SQL tools to initially expand the database, an absolute size should be
defined in preference to setting a percentage.

Database Size

The size should be dependant upon the archiving strategy, allowing enough space to create
and store archives. It is recommended not to let the Historian database to grow so large
that back-ups take hours to complete.

Using The Exaquantum Database Expansion Tool

All the procedures are performed on the Exaquantum/PIMS server.

There are two main steps:

Step 1 - Before You Start The Expansion

1 It is essential that you first stop the Exaquantum service (Stopping The Exaquantum
Service).

2 In the system tray (bottom right-hand corner of the screen), check that the SQL
database is running:

If it is running then no more action is required.

Figure 9-2

If it is stopped then you will need to start the SQL Server(Starting The SQL
Server).

Figure 9-3

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Step 2 - Expanding The Database

1 From the Start menu, selecting Programs Exaquantum - Database Expansion

Tool.

Figure 9-4

2 In the Exaquantum Database Expansion Tool dialog box, the Information frame
shows the current disk usage status.

3 Check the default value in the box Percentage of disk for Exaquantum database is
suitable. If not, type in a new value to suit your requirements.

Tip: After making any changes to the value of Percentage of disk for Exaquantum
database, you must cause the figures to be recalculated by clicking on the Refresh button.

4 To begin the expansion process, click on the Expand button. Alternatively, to close the
Exaquantum Database Expansion Tool without making any changes select Exit.

5 In most cases, a significant expansion in size will take place, which can take several
minutes or more. The exact time will depend on the size of the disk and performance of
the hardware. During this period there will be much disk activity, and the
Exaquantum Database Expansion Tool dialog box will remain open.

Note: If there are any problems during the expansion process, an error message will
report the problem. You should note the details in case you want to report the problem to
Support.

6 When the database expansion is complete a success message will be displayed and the
Exaquantum Database Expansion Tool dialog box will close.

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7 That completes the database expansion. Now you need to start the Exaquantum service
(Starting The Exaquantum Service).

Tip: Once the system is running, the size of the database can be controlled more precisely
by using the SQL Enterprise Manager.

9.13 Using Domain\Local Accounts

By default, the installation procedure configures the basic user and group accounts locally
on the installation computer. This is the recommended method. If you are currently using
domain based accounts they you should consider changing to local group accounts by
using the installation defaults.

If you have an existing system that uses a domain to manage any of the accounts, and wish
to continue using that method, you may need to perform some additional configuration.

There following table indicates what changes are required in which circumstances:

Table 9-1

Exaquantum / Exaquantum /
Account basis
PIMS server Explorer client

Local Quantumuser
Default - No action required
account

Local groups Default No action required Not applicable

Domain Quantumuser
Accessing The Domain Quantumuser Account
account

Accessing Domain
Domain groups Based Group Not applicable
Accounts

Note: If you are upgrading a system that uses the Role Based Name Space feature then
additional changes are required. This topic is beyond the scope of this guide. Please
consult your Yokogawa representative.

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Domain Accounts

The default installation of Exaquantum uses local groups to manage the user and group
accounts, however some existing installations may already be using domain based account
management that was supported in earlier versions.

The standard installation creates the Exaquantum accounts as local groups.

To use a Windows domain instead, a set

ofmk:@MSITStore:F:\Exaquantum_Installation_Guide.chm::/Pre-
installation_preparation/Exaquantum_accounts.htm Exaquantum accounts will have to be
created on the domain server.

This procedure is not part of the installation process and is beyond the scope of this
guide. If you wish to create a new installation based on domain managed accounts then
please consult your Yokogawa representative.

If you are upgrading from an earlier version of Exaquantum and wish to continue using
domain based groups, perform a standard installation. After the installation process is
complete, configure each server to use domain accounts.

Synchronisation

It is important that the various servers within the system remain synchronised (Server
Time Synchronisation). If all the machines are in the same domain, then this will happen
automatically.

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Local Group Accounts

Access

By default, the user and group accounts for Exaquantum are set up and managed on a local
group basis. The appropriate account details are created locally on each server as required.

In the case of a default installation, the basic set of accounts will automatically be
created if they do not already exist.

The account details and password on each computer must be kept identical.

When the RBNS (Role Based Name Space) feature is used, the additional accounts
will also have to set up and administered on each server.

Synchronisation

It is important that the various servers within the system remain synchronised (Server
Time Synchronisation). In a workgroup only environment, each Exaquantum/PIMS server
will need to be configured with the name of a server to be used as a source of time
information.

9.14 Web Server Security Configuration

When the Exaquantum/Web server is installed on a computer running Windows Server
2003, some additional configuration is necessary before it will work.

Note: This procedure is only required for Windows Server 2003 running IIS v6.0.

To configure the security settings:

1 From the Windows Start menu, open the Control Panel.

2 Locate the Administrative Tools and open it by double-clicking on the icon.

3 Locate the Internet Information Service (IIS) Manager and open it by double-clicking
on the icon.

4 In the tree on the left, select Web Service Extensions node.

5 In the pane on the right, select All Unknown ISAPI Extensions, and click on the Allow
button.

6 In the pane on the right, select Active Server Pages, and click on the Allow button.

7 Close the Internet Information Service (IIS) Manager.

The configuration is complete.

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9.15 Configuring SQL Server Memory

Before installing the Exaquantum/PIMS server software, you must specify the amount of
memory to be used by Microsoft SQL Server 2000.

Note: All procedures should be carried out using a Windows account that has
administrator privileges on the local machine.

To configure the Microsoft SQL Server 2000 memory usage:

1 From the Windows Start menu, select Programs - Microsoft SQL Server - Enterprise
Manager to open the SQL Server 2000 Enterprise Manager window.

2 Expand the Tree view under the Microsoft SQL Servers until you locate the (local)
(Windows NT) server.

Figure 9-5

3 In the Tree view, right-click on the (local) (Windows NT) server icon to display
the context menu.

4 From the context menu, select Properties.

5 In the SQL Server Properties (Configure) - (local) dialog box, select the Memory
tab.

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Figure 9-6

6 In the Memory tab page, select the Use a fixed memory size (MB) option.

7 Use the associated slider control to specify 1/3 of the available physical memory
(shown on the right).

8 Select OK to apply the settings.

9 Close the SQL Server 2000 Enterprise Manager window.

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9.16 Setting The Number Of SQL Licenses

After the SQL installation procedure the default number of SQL licenses is set to 1.

You will need to increase this number to reflect the number of SQL Licences you
purchased with the Exaquantum system.

The number of licenses purchased is noted in the Exaquantum Licence certificate provided
with the software.

To set the number of SQL licenses:

1 Open the Windows Control Panel.

2 Locate the SQL Server 2000 Licensing Setup icon and double-click to open it.

3 In the Choose Licensing Mode dialog box change the number of licenses to the
correct number.

4 Close the Choose Licensing Mode dialog box by clicking on the Continue button.

5 Close the Control Panel.

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9.17 Starting The Exaquantum Service

To start the Exaquantum service:

1 Ensure SQL Server and SQL Server Agent are running

2 Log in to the Exaquantum server as quantumuser, using the password allocated

during the installation procedure.

Note 1: The password is case sensitive.

Note 2: The QuantumUser account is established during the installation procedure on the
local PC only. If you can not initially log in, ensure you are logging in as a local user on
that PC, not on a network domain.

3 From the Windows Start menu, select Programs Exaquantum - Exaquantum Service
Manager.

4 In the Exaquantum Services Manager dialog box, start the services by clicking on
the Start icon.

Figure 9-7

5 In the dialog box that appears, confirm your intention.

6 The Status of the server (above the Start icon) should change to STARTING and
then RUNNING. The Exaquantum services in the right hand panel should follow a
similar pattern.

Figure 9-8

7 When the red square in the Stop button is visible, the service is started.

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9.18 Starting The SQL Server

To start the SQL server:

1 From the start menu, select Programs - Microsoft SQL Server - Service Manager.

2 In the Services drop-down list there are four items. Select each one in turn:

a In the SQL Server Service Manager dialog box, click on the Start/Continue
icon.

b The status bar message will change to Running and the status indicator will change
from a red square to a green triangle.

3 When all four services have started, close the SQL Server Service Manager dialog
box.

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9.19 Stopping The Exaquantum Service

To stop the Exaquantum service:

1 Log in to the Exaquantum server as quantumuser, using the password allocated

during the installation procedure.

Note 1: The password is case sensitive.

Note 2: The QuantumUser account is established during the installation procedure on the
local PC only. If you can not initially log in, ensure you are logging in as a local user on
that PC, not on a network domain.

2 From the Windows Start menu, select Programs Exaquantum - Exaquantum Service
Manager.

Figure 9-9

3 In the Exaquantum Services Manager dialog box, stop the services by clicking on
the Stop icon.

4 In the dialog box that appears, confirm your intention.

5 The Status of the server (above the Stop icon) should change to STOPPING and then
STOPPED. The Exaquantum services in the right hand panel should follow a similar
pattern.

Figure 9-10

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Chapter 10 Checking The Installation

10.1 Overview
There are four main component types that can be checked before moving on to configure
the Exaquantum system for use in the working environment.

You should confirm some basic functionality works before starting full system integration,
configuration and testing.

Checking The Exaquantum/PIMS Server

Checking The Exaquantum/Web Server

Checking The Exaquantum/Explorer Client

Checking The Exaquantum/Web Client

10.2 Checking The Exaquantum/PIMS Server

The Exaquantum/PIMS server gathers data and makes it available directly for the use of
Exaquantum/Explorer clients, or indirectly via the Exaquantum/Web server for
Exaquantum/Web clients.

It is not possible to check any of the external connectivity as the data collection facilities
have not been set up at this stage. That is part of the full system configuration process.

You can confirm that the basic Exaquantum functionality is working by checking that the
Exaquantum service can be started and stopped on demand.

At this point the service may or may not be running, so use the following checks in the
appropriate order.

Starting The Exaquantum Service

Stopping The Exaquantum Service

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10.3 Checking The Exaquantum/Explorer Client

The Exaquantum/Explorer communicates directly with the Exaquantum/PIMS server to
access data.

To complete this check, ensure that the Exaquantum service is running on the designated
Primary and Secondary servers.

To confirm that the Exaquantum/Explorer client is able to connect to the server:

1 From the Start menu, select Programs Exaquantum - Server Manager.

2 In the Exaquantum Server Manager dialog box:

Confirm that the server names are correct.

Check that the status is Running.

10.4 Checking The Exaquantum/Web Client

The main purpose of the Exaquantum/Web client is to provide access to the web pages
available on the Exaquantum/Web server.

To check the Exaquantum/Web client can access a page on request:

1 On the Exaquantum/Web client, open Internet Explorer.

2 Either:

If Internet Explorer has not been configured to automatically open the

ExaquantumHome page, it should be displayed.

If not, in the address bar enter the URL of the Exaquantum/Web server.

Tip: The address of the Exaquantum home page takes the form: http://<exaquantum web
server name>/ExaquantumHome

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10.5 Checking The Exaquantum/Web Server

The main purpose of the Exaquantum/Web server is to provide the web pages for
Exaquantum Web clients.

First, check that the Exaquantum service is running on the designated Primary and
Secondary servers.

To check the Exaquantum/Web server will deliver a page on request:

1 On the Exaquantum/Web server, open Internet Explorer.

2 Either:

If Internet Explorer has been configured to automatically open the

ExaquantumHome page, it should be displayed.

If not, in the address bar enter the URL of the Exaquantum/Web server.

Tip: The address of the Exaquantum home page takes the form: http://<exaquantum web
server name>/ExaquantumHome

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Chapter 11 Changes To An Existing Installation

11.1 Upgrading From A Previous Version
To upgrade from a previous version of Exaquantum is a two stage process:

Uninstall the existing software.

Install the new version of Exaquantum software.

Server - The procedure is the same as that in the Reinstalling The Server Software section.

Client - The procedure is the same as that in the Reinstalling The Client Software section.

11.2 Adding Web Server

If you want to add the Exaquantum/Web feature to an existing Exaquantum/PIMS Server
installation there are two options (Web Server Deployment Options):

Exaquantum/PIMS and Exaquantum/Web servers combined on a single computer

1 The existing Exaquantum/PIMS server installation will have to be uninstalled, see

section Uninstalling Exaquantum.

2 Take Database Precautions to ensure the safety of the data.

3 Check for the prerequisite software. See section Combined Server Prerequisites.

4 Perform a reinstallation of the server software (Reinstalling The Server Software), but
choose to install a combined server (Web Server Deployment Options).

Exaquantum/Web installed on a different computer

1 Perform a standard installation (Installation Procedures Overview) for

Exaquantum/Web on the new computer, including any prerequisites (Exaquantum/Web
Server Prerequisites).

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11.3 Reinstalling The Server Software

The following issues need to be considered first:

Database - If the installation is already in service, with an existing database that needs
to be retained, follow the procedures for database precautions (Database Precautions).

Computer name:

If the reinstallation is on a computer with the same name - you can reinstall the
server software (Reinstalling The Server Software) with no impact on the
configuration of the rest of the system.

If the installation is to a computer with a different name - there are implications for
data embed in the database that will need to be resolved. Consult with your
Yokogawa representative.

In addition, after the new server is commissioned, each client will need to be reconfigured
to access a different server.

RBNS - If the Role Based Name Space (Role Based Name Space) feature is being
used, there are implications for the group account details stored in the database.
Consult with your Yokogawa representative.

To reinstall the server software please refer to the following sections:

1 If the database has to be preserved, follow the advice in the topic Database Precautions

2 Uninstalling Exaquantum

3 Installation Overview

4 If the server has a new name, reconfigure the clients to access a different server

11.4 Reinstalling The Client Software

To reinstall the client software please refer to the following sections:

1 Uninstalling Exaquantum

2 Installation Overview

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11.5 Database Precautions

There are occasions when you need to run the installation procedure on a computer with
Exaquantum already installed. For example when upgrading to a later version or adding
new components.

In these types of situation, you will probably want to retain the existing data.

There are two precautions to take:

Back up the existing database using the methods suggested in the Exaquantum
Engineering Guide Vol. 1.

During the installation procedure, in the Database Creation dialog box (Exaquantum
Database Creation), ensure that the Overwrite existing database checkbox is not
selected.

11.6 Recovering From A Failed Installation

In the case of an installation that fails for any reason, it is important to ensure that
subsequent attempts are not corrupted by the existing files. In order to avoid corruption,
we recommend that the faulty installation be completely removed before attempting a new
installation.

See the Installation Troubleshooting chapter for further details.

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11.7 Uninstalling Exaquantum

Note: You must stop the Exaquantum service before attempting to uninstall Exaquantum.

To remove the Exaquantum software:

1 Open the Windows Control Panel.

2 Choose the Add/Remove Programs option.

3 Ensure that Change or Remove Programs is selected.

4 In the list of Currently installed programs, locate and highlight the Exaquantum
entry.

5 Click on the Change/Remove button.

6 The InstallShield dialog box will open at the Welcome page. Select the Remove
option and click on the Next button.

7 Confirm your intention in the Confirm Uninstall dialog box and the Exaquantum
software will be removed.

In addition, for an Exaquantum/PIMS server installation where the database is also to be

removed:

1 Scroll through the list of Currently installed programs, again to locate the SQL
server item.

2 Select the Change/Remove option.

Note: This will not remove any other prerequisites that were installed.

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