Version 9

October 1, 2009

by

Installation Guide

Copyright 2009 ExperTune Inc.

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This is the second of a set of four user guidance documents.

1. Project Planning Guide

Provides details on hardware, software, network, and communications requirements. Discusses the type of information/data needed for configuration. Suggests personnel resources that should be involved.

2. Installation Guide
Procedural manual for installing the software. Installing new versions and upgrades of PlantTriage. Instructions for configuring the server computer; networking, user IDs, OPC connectivity, and security. Establishing communications to OPC server. Verifying installed software is operating. Build first unit operation and point.

3. Application Guide
How to organize the system plants/units/points. Decide on key assessments, and economic priority selection based on site business drivers. Setting baselines and thresholds. Selection of sampling rate, and assessment frequency.
4.

Continuous Improvement Guide

Repository for your site specific configuration information, and project basis. Some thoughts on training resource types and skill sets. Integrating PlantTriage into the existing work processes. Suggestions for a configuration maintenance plan. Benchmark reporting.

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Table of Contents
I. Overview..........................................................................................5 II. Getting Started................................................................................6
A. Upgrading PlantTriage to a new version....................................................................6 B. Computers, Domains and Workgroups.......................................................................7 C. The PlantTriage user name..........................................................................................7 D. PlantTriageUsers group...............................................................................................8 E. OPC Callback mechanism...........................................................................................8 F. Time Synchronization..................................................................................................8 G. PlantTriage Password Utility Program.......................................................................8

III. Connectivity Tester & DCOM.........................................................9

A. OPCEnum...................................................................................................................9 B. ConnectivityTester Install.........................................................................................10 C. PlantTriage Username...............................................................................................10 D. Grant PlantTriage access to remote OPC Server......................................................10 E. Grant individual users access to remote OPC Server................................................13 F. Grant remote OPC Server access to PlantTriage Server [Callback]..........................13 G. Execute ConnectivityTester Program.......................................................................14

IV. PlantTriage Install........................................................................15

A. PlantTriage Software.................................................................................................15 B. Other Recommended Software.................................................................................16

V. Troubleshooting an OPC connection............................................17 VI. PlantTriage Integration Worksheet..............................................22

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I.

Overview

Congratulations on selecting PlantTriage, the performance monitoring solution that will keep your plant running its best. The PlantTriage system runs in a Windows network environment and uses industry standard OPC or OPCHDA communication protocols to obtain data from your control system. Before inserting the installation CDs in the computer please review the following section which explains how the PlantTriage software is designed to facilitate secure communications across your networks. It covers terminology you will come across during the installation, explains how some of your choices will affect the installation process, and alerts you to potential situations were network administration resources (IT) might be needed. The next section of this document details the installation of the connectivity tester software and DCOM setup on the OPC server and PlantTriage server. The final section covers the installation of the PlantTriage system, verification that all components are working properly, and building your first unit and point.

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II. Getting Started

The following sections will help you understand some of the choices in the installation process. Section A below applies to users upgrading an existing PlantTriage system. If this is a new installation skip to section B.

A. Upgrading PlantTriage to a new version

Periodically ExperTune releases new versions of the PlantTriage software. If the annual maintenance support contract is paid up these releases are available upon request. The following outlines the upgrade procedure: Pre-install items In the Engineering Interface, choose Tools, Administrator, Services tab Stop all Services, uncheck the box Services start automatically after reboot Installing the new software Install the new software by inserting the new CDs in order, rebooting as needed. Upgrades across versions require all CDs, upgrades within a version require only the last two CDs. E.g., upgrading from version 7 to version 8 or 9 requires all 3 CDs, upgrading from version 8.09.12 to 8.09.25 requires CDs 2 & 3. Post-install items In the Engineering Interface, choose Tools, Administrator, Services tab Start all Services, check the box Services start automatically after reboot Upgrading the databases 1. After the final reboot, go into the PlantTriage Administrator via Tools, Administrator, if it does not come up by itself. 2. Click on the Versions tab. Click the Upgrade database button and follow the instructions. You may need to run the procedure twice. 3. Click the Services tab and restart the Logger, then the Assessor service. Setting Baselines and Thresholds When a new version is released there may be new assessments. If this is the case then baselines and thresholds will not exist for the new assessments. The new release will contain updated templates for these assessments. You should apply these new templates (not the initial type); but only check box the assessments that are new. This will prevent resetting your existing baselines and thresholds for the other assessments.

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B. Computers, Domains and Workgroups

The PlantTriage software typically runs in a network environment. PlantTriage will execute on one network computer and the third-party OPC or OPC HDA server executes on a separate network computer. This document refers to these two computers as the local ExperTune computer and the remote Server computer respectively. The local ExperTune computer and the remote Server computer are usually, but not necessarily, in the same Windows workgroup or the same Windows domain.

C. The PlantTriage user name

PlantTriage software components run continuously as Windows service programs. This means that PlantTriage will continue to monitor your plant while no human user is logged on to the local ExperTune computer. By default, all PlantTriage server and service programs run under the Windows user named PlantTriage. PlantTriage is not an interactive user. It is automatically created during the installation of both Connectivity Tester and PlantTriage. The PlantTriage user is either: A domain user if the local ExperTune computer and the remote Server computer are members of the same domain. A local user if the local ExperTune computer and the remote Server computer are not members of the same domain. They could be members of the same workgroup.

During installation, you are asked if PlantTriage is going to run on the same computer as OPC Servers from which it will be receiving data. The installation process will create the PlantTriage user as a local user if the local ExperTune computer is not in a domain or you select Local use only. If the local ExperTune computer is in a domain and you do not select Local use only, the installation creates the PlantTriage user as a domain user. This automatic creation of a new domain user named PlantTriage, can be contrary your IT department's security rules. If this is the case, select Local use only, get your IT department to create a new domain user for PlantTriage use and inform the PlantTriage service programs to run under this new domain account with the PlantTriagePassword utility program.

When you are asked if PlantTriage is going to run on the same computer as OPC Servers from which it will be receiving data, select Local use only if any of these conditions apply: The OPC Server is running on the same computer. This computer is in a domain and you are intending to get data from a remote computer and you are not logged into Windows with Domain Administrator rights. 7
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The password for the PlantTriage user is ExperTune=1. The password is case sensitive.

D. PlantTriageUsers group
A user group named PlantTriageUsers is also automatically created during the installation process. The PlantTriageUsers user group is a domain group if the PlantTriage user is a domain user. The PlantTriage user is made a member of the PlantTriageUsers user group. The intention is that all human users of PlantTriage should also be made members of PlantTriageUsers. You should allow the PlantTriageUsers user group access to the remote OPC or OPC HDA server.

E. OPC Callback mechanism

PlantTriage OPC and OPC HDA client programs use a callback mechanism within the OPC interface. This means that the OPC Server only informs PlantTriage when a change has taken place to a value. This is more efficient than using a polling mechanism. The Callback mechanism means that there is an OPC connection in both directions. The connection from the remote Server computer back to ExperTune uses the DCOM default security and properties in the local ExperTune computer.

F. Time Synchronization
Ideally, the time on the PlantTriage computer and the remote server computer should be synchronized. If the PlantTriage computer time is after the remote Server computer time, e.g., PlantTriage time is 9:00 AM, remote server time is 8:55 AM, the PlantTriage calculations will not be accurate. If this is the case, the PlantTriage computer time should be set so that it's at least 1 minute before the computer time of all remote servers. E.g., PlantTriage time is 9:00 AM; earliest server time is 9:01 AM.

G. PlantTriage Password Utility Program

This utility program runs automatically during PlantTriage and ConnectivityTester installation. You can run it again yourself after installation. It resides in the ~\xtune\xptemp folder. The purpose of the program is to inform the PlantTriage service programs the account and password under which they should run. By default, the PlantTriage service programs run under the PlantTriage user name with a password of ExperTune=1. See section II C above for a description of the PlantTriage user name. You must use the PlantTriage password utility program if: * You change the password of the PlantTriage user name. * You wish to run the PlantTriage service programs under a different user name. One of the PlantTriage service programs acts as the OPC Client. For PlantTriage to obtain data, this service program must have access to all remote OPC Servers. Therefore it is of the utmost importance that the user name and password you choose must be a valid user within the OPC Server computer and have DCOM access to the OPC Server program. Section III C and D below provide information for setting up the remote Server computer. 8
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III. Connectivity Tester & DCOM

PlantTriage is a server type application. It requires services and operating system components typically only packaged with Microsoft server operating systems. This section covers requirements for the OPC connection to the remote server (OPCEnum), the installation of the ConnectivityTester application, usernames and access settings to permit OPC communications between the server and PlantTriage (DCOM), and finally the operation of the ConnectivityTester program.

A. OPCEnum
OPCEnum is a standard program provided by the OPC Foundation. Some OPC Server manufacturers install old versions of OPCEnum with their software. PlantTriage needs the OPCEnum.exe program on the remote OPC Server computer to be version 1.1.0.0 or later. If an old version of OPCEnum is detected, you will see a message similar to the ones below:

Or

The version maybe checked by doing the following on the remote server computer: 1. Search for the file OPCEnum.exe using Start, Search, Files or Folders. 2. After you find the file, right-click it, click Properties, then the Version tab. 3. The version number must be 1.1.0.0 or later. If the version is out-of-date, perform the following to replace it with the latest version: 1. Copy the file ~\xtune\common\OPCCoreComponents.msi from the local ExperTune computer to any location in the remote Server computer. 2. In the remote Server computer, double click OPCCoreComponents.msi. This installs the latest version of OPCEnum. You may be asked to reboot.

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B. ConnectivityTester Install
Install the ExperTune utility program ConnectivityTester (small CD attached to the outside of the PlantTriage case), but do not attempt to run it yet. You will need Administrator rights. You will also require Domain Administrator rights to install if the local ExperTune computer and the remote Server computer are in the same domain.

C. PlantTriage Username
By default, the ConnectivityTester service program runs under the PlantTriage user. This is also the default for the PlantTriage service programs. If you decide to remain with the default PlantTriage user name, go to the next section. If you elect to run the ConnectivityTester service program and the PlantTriage service programs under a different Windows user, or you wish to use a different password, the ConnectivityTester service program must be informed of the new user name and password. Take the following steps on the PlantTriage server: 1. Open Windows Explorer and browse to the c:\XTune\XPTemp folder. 2. Double-click the PlantTriagePassword.exe file. 3. Enter the user name and password under which the ConnectivityTester service program should run. 4. Click the Apply button. In the descriptions that follow, wherever the PlantTriage user name or the PlantTriageUsers group is mentioned, please replace this with the user name you entered using the PlantTriagePassword program.

D. Grant PlantTriage access to remote OPC Server

The remote OPC server(s) (OPC, OPC HDA) must permit the PlantTriageUsers user group to have access and launch permissions. Remote Server operating system is Windows 2003 1. Run DCOMCNFG from Start, Run on the remote Server computer. 2. Expand Component Services. Expand Computers. Right-click My Computer and select Properties.

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3. Default properties tab. Set Default Authentication Level to None. 4. Default properties tab. Make sure Enable Distributed COM on this computer is checked. 5. COM Security tab. Access permissions, Edit Limits button. Make sure ANONYMOUS LOGON is in the list and is allowed remote access. Add PlantTriageUsers with remote access permission allowed. 6. This step is not necessary if your OPC Server starts automatically at re-boot and runs continuously. COM Security tab. Launch and Activation permissions, Edit Limits button. Add PlantTriageUsers with remote launch and remote activation permission allowed. 7. Click OK; work in this window is complete. 8. Expand My Computer in the left-hand pane of the Component Services window. Select DCOM Config and a list of servers appears in the right-hand pane. 9. Right-click the OPC server (or OPC HDA) in the right-hand pane and select Properties.

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10. General tab. Set the Authentication level to None. 11. Location tab. Make sure Run application on this computer is checked. 12. Security tab. This step is not necessary if your OPC Server starts automatically at re-boot and runs continuously. If customize launch and activation permissions is checked, add PlantTriageUsers with remote launch and activation permission allowed. Add ANONYMOUS LOGON with remote launch and activation permission allowed. If Use Default launch and activation permissions is checked, OK out of this window. In the left pane, right click My Computer select properties, COM Security tab, in the launch and activation permissions section press the Edit Default button. Add PlantTriageUsers with remote launch and activation permission allowed. Add ANONYMOUS LOGON with remote launch and activation permission allowed. 13. Security tab. If customize access permissions is checked, add PlantTriageUsers with remote access permission allowed. Also add ANONYMOUS LOGON with remote access permission allowed. If Use Default access permissions is checked, OK out of this window. In the left pane, right click My Computer select properties, COM Security tab, in the access permissions section press the Edit Default button. Add PlantTriageUsers with remote access permission allowed. Also add ANONYMOUS LOGON with remote access permission allowed. 12
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14. Keep clicking OK to exit dcomcnfg. Before testing the connection, stop and restart the remote OPC Server so that the new DCOM settings are picked up. You may have to re-boot the remote server computer.

E. Grant individual users access to remote OPC Server

The PlantTriage engineering interface and ExperTune Tuner/Analyzer both run under the Windows logged in user. All human users of these programs need to be allowed to access the remote OPC or OPC HDA server. This is done by adding their user names to the PlantTriageUsers group. 1. Make a list of the Windows log-in names of all human users of PlantTriage engineering interface and the ExperTune PID Tuner/Analyzer. Do not include users who will only use the PlantTriage browser interface. 2. If your OPC or OPC HDA servers are running in a remote computer in the same domain, you will need Domain Admin rights to proceed and you will need to work on the domain controller computer. 3. Add the list of log-in names to the PlantTriageUsers user group. Right-click My Computer and select Manage. Select Users and Groups and Groups. In the right-hand panel, double click the PlantTriageUsers group. Click Add, select all the desired human users and click Add again. Click OK to return to the Computer Management window.

F. Grant remote OPC Server access to PlantTriage Server [Callback]

Callback is the most efficient method within the OPC specification of passing values from the remote Server back to the local ExperTune client. All ExperTune programs use Callback, but the local ExperTune computer must be set up to allow the callback connection to be established. On the local ExperTune server computer: Local PlantTriage server operating system is Windows 2003 1. Run DCOMCNFG from Start, Run menu. 2. Expand Component Services. Expand Computers. Right-click My Computer and select Properties. 3. Default properties tab. Set Default Authentication Level to None. 4. Default properties tab. Make sure Enable Distributed COM on this computer is checked. 5. COM Security tab. Access permissions, Edit Limits button. Make sure ANONYMOUS LOGON is in the list and is allowed local and remote access. Make sure the Windows user, under which the remote OPC Server is running, is allowed local and remote access. If you are not sure, add the Everyone user with remote access permission allowed. 13
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6. COM Security tab. Access permissions, Edit Default button. Make sure the Windows user, under which the remote OPC Server is running, is allowed remote access. If you are not sure, add the Everyone user with remote access permission allowed. 7. Keep clicking OK to exit dcomcnfg. Before testing the connection, stop and restart the local ExperTune computer so that the new DCOM settings are picked up. You may have to re-boot the local ExperTune server computer.

G. Execute ConnectivityTester Program

Run ConnectivityTester to test the communication paths. Follow the instructions in the ConnectivityTester window. If the test is successful continue to the next step. If the test is unsuccessful refer to the section Troubleshooting an OPC connection of this document to diagnose and correct the problem. If additional assistance is needed please mail or email the file: ConnectivityTestResults.log to ExperTune technical support ([email protected]). You will find the log file in the ...\xtune\ConnectivityTester directory. ExperTune technical support staff will also find the integration worksheet (see section PlantTriage Integration Worksheet ) document helpful if you are requesting assistance. Please fax to ExperTune Technical Support at +1-262-369-7722.

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IV. PlantTriage Install

The installation process consists of the physical CD installs, system start-up, a check out OPC server providing values from a simulated plant, and the building of a unit and point. The last section lists some other software applications that are recommended for installation on the PlantTriage server.

A. PlantTriage Software
1. Install PlantTriage from the 3 CD set, each CD in sequence. You will be asked to re-boot. 2. Start the PlantTriage engineering interface from the icon at Start, Programs, ExperTune. 3. You will be asked to specify the PlantTriage logging and archive directories. These directories are used to record real-time point data. There is an approximate requirement of 21MB per point. You should specify the directories within a drive partition that is not the C: drive. 4. You will be asked to start the PlantTriage logger and assessor. After subsequent re-boots of the local ExperTune computer, these services start automatically, although this automatic startup can be cancelled. 5. Close the Administrator window once the services are running. 6. Ensure data is being archived correctly. In the main PlantTriage window select menu item File, Loop Properties. In the top right-hand corner, both the unit operation and the point should be showing Online. 7. Ensure the plant data is being logged. In the main PlantTriage window select menu item File, Process Data Trend. Expand All Loops select a point and click OK. You should see a real-time data trend with values updating. 8. PlantTriage needs to run continuously for a period of 2 hours before any point assessment values are calculated. The five loops that are configured are simulated plant loops, they maybe deleted anytime. The simulation is useful for familiarizing yourself with PlantTriage and for confirming that PlantTriage is functioning correctly. 9. Ensure assessments are being calculated (after at least 2 hours of operation). From the main PlantTriage window select menu item File, Loop Properties. Open the assess tab, there should be values calculated for many of the assessments. Not all will have results, this is normal. 10. Ensure the PlantTriage browser interface is working, by adding a new browser user and calling up PlantTriage from your browser. Start the PlantTriage administrator from the Tools, Administrator window, Users tab. Click New and type your own email address. Close the Administrator window. 15
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Start your browser and in the address field type in the name of the PlantTriage computer. You will be asked to type in your email address and password, [PlantTriage]. At the PlantTriage home page, scroll down to the Biggest Payback Loops section, put cursor over the Biggest Payback Loops text and left click. You should see a bar chart and table with several columns and all 5 loops. Values will be available only if PlantTriage has been running for 2 hours. 11. Build the first unit operation and point. In the PlantTriage engineering interface select the menu item File|New Loop to start the new loop wizard. In the first window, select Create a new Unit Operation. Work through the wizard until you reach the Finish button. There will be a warning message saying your existing loops are going to miss an assessment. This is normal. You can ignore the message as the existing loops are all simulated loops. You will only get the message for the first of your plant points. Check that communications are working. In the main PlantTriage window select menu item File, Loop Properties. Select the unit and point that you just created from the drop down boxes. In the top right-hand corner, both the unit operation and the point should be showing Online. Ensure the new point data is being logged. In the main PlantTriage window select menu item File, Process Data Trend. Expand All Loops select the point you just created and click OK. You should see a real-time data trend with values updating.

B. Other Recommended Software

The following software is highly recommended. 1. Microsoft Word. To allow Tuner/Analyzer to automatically generate report documents of points you have tuned. 2. Microsoft Excel. For preparing bulk import CSV files for unit operations and points. 3. Adobe Acrobat Reader. For viewing manuals on-line.

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V. Troubleshooting an OPC connection

Note that some of the solutions which follow open up DCOM security as much as possible in order to get a connection to work. Once a connection is established, you may wish to tighten up DCOM security by replacing the Everyone user by a named user or the PlantTriageUsers user group. 1. When using ConnectivityTester program; browse for OPC server button. Problem: Cannot see the remote Server computer. Explanation: The remote computer is either not on the same network or is in a different domain to which you do not have access rights. Solution: Contact your IT department. Problem: Cannot see any OPC Servers when you select the remote Server computer. Explanation: There is a Windows security problem. You probably do not have the correct Windows access rights to the remote computer. Solution: Contact your IT department. 2. When using ConnectivityTester program; Click the browse for OPC item name button, browse down through structure until you find a suitable item name. Click the item name then click OK, click the Next button, click Test button. OR In PlantTriage, Loop properties window, address tab, click the test Button (marked with a T), next to the item name. Problem#1: In either of the above test steps, you get a message: Cannot connect to OPC Server \ServerName" in computer \ComputerName", Permission denied (46). Explanation: There is a problem with DCOM security that is preventing ExperTune connecting to the remote OPC Server. The security problem could be in either the local ExperTune computer or the remote Server computer. Solution#1: Check the DCOM configuration settings in the local ExperTune computer which is running Windows 2003. At Start/Run, Type dcomcnfg and click OK. Expand Component Services. Expand Computers. Right-click My Computer and select Properties. Default properties tab. Set Default Authentication Level to None. Default properties tab. Make sure Enable Distributed COM on this computer is checked. COM Security tab. Access permissions Edit Limits button. Make sure ANONYMOUS LOGON is in the list and is allowed local and remote access. Make sure the Windows user, under which the remote OPC Server is running, is allowed local and remote access. If you are not sure, add the Everyone user with remote access permission allowed. COM Security tab. Access permissions Edit Default button. Make sure the Windows user, under which the remote OPC Server is running, is allowed remote access. If you are not sure, add the Everyone user with remote access permission allowed. 17
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Keep clicking OK to exit dcomcnfg. Exit PlantTriage or ConnectivityTester. Reboot and try the test again.

Solution#2: Check the DCOM configuration settings in the remote server computer which is running Windows 2003. At Start/Run, Type dcomcnfg and click OK. Open Component Services. Expand Computers. Right-click My Computer and select Properties. Default properties tab. Set Default Authentication Level to None. Default properties tab. Make sure Enable Distributed COM on this computer is checked. COM Security tab. Access permissions Edit Limits button. Make sure ANONYMOUS LOGON is in the list and is allowed remote access. Add the PlantTriageUsers user group with remote access permission allowed. If you are not sure, add the Everyone user with remote access permission allowed. COM Security tab. Launch and Activation permissions Edit Limits button. This step is not necessary if your OPC Server starts automatically at re-boot and runs continuously. Add the PlantTriageUsers user group with remote launch and remote activation permission allowed. If you are not sure, add the Everyone user with remote launch and remote activation permission allowed. Expand My Computer in the left-hand pane of the Component Services window. Select DCOM Config and a list of servers appears in the right hand pane. Right-click the OPC server in the right-hand pane and select Properties. General tab. Set the Authentication level to None. Location tab. Make sure Run application on this computer is checked. Security tab. This step is not necessary if your OPC Server starts automatically at re-boot and runs continuously. If customize launch and activation permissions is checked, add the PlantTriageUsers user group with remote launch and remote activation permissions allowed. If you are not sure, add the Everyone user with remote launch and remote activation permissions allowed. Add also ANONYMOUS LOGON with remote launch and remote activation permissions allowed. If Use Default launch and activation permissions is checked, OK out of this window. In the left pane, right click My Computer select properties, COM Security tab, in the launch and activation permissions section press the Edit Default button. Add PlantTriageUsers with remote launch and activation permission allowed. Add ANONYMOUS LOGON with remote launch and activation permission allowed. Add the Everyone user with remote launch and remote activation permissions allowed. Security tab. If customize access permissions is checked, add the PlantTriageUsers user group with remote access permission allowed. If you are not sure, add the Everyone user with remote access permission allowed. Make sure also that ANONYMOUS LOGON is allowed 18
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remote access permission. If Use Default access permissions is checked, OK out of this window. In the left pane, right click My Computer select properties, COM Security tab, in the access permissions section press the Edit Default button. Add PlantTriageUsers with remote access permission allowed. Also add ANONYMOUS LOGON with remote access permission allowed. Add the Everyone user with remote access permission allowed. Keep clicking OK to exit dcomcnfg. Before re-trying the connection, reboot the remote OPC server, exit PlantTriage or ConnectivityTester on the local ExperTune computer, then try the test again. Problem#2: In either of the above browse or test steps you get a message: Cannot connect to OPC Server \ServerName" in computer \ComputerName", Automation error 0x80040202. Explanation: There is a problem with DCOM security that is preventing the remote OPC Server setting up the Callback mechanism. There are three possible causes. Check these 3 possible causes below if you are still getting the Permission denied (46) error and you have made the DCOM changes described above to the local ExperTune and remote OPC server computers. Solution#1: DCOM security is not set up in the local ExperTune computer. Check the DCOM configuration settings in the local ExperTune computer. Most likely, there are no users in the local ExperTune computer, Run DCOMCNFG from Start, Run menu. Expand Component Services. Expand Computers. Right-click My Computer and select Properties. COM Security tab. Access permissions, Edit Default button. Make sure the Windows user, under which the remote OPC Server is running, is allowed remote access. If you are not sure, add the Everyone user with remote access permission allowed. Solution#2: The remote OPC Server could be running under a Windows user that is unknown to the local ExperTune computer (if you are in a Workgroup). Check which user name the remote OPC server is running under. If it's a local named user in the same workgroup, the user name needs to be added to the list of users within the local ExperTune computer. Run DCOMCNFG from Start, Run menu in the remote Server computer. Expand Component Services, expand Computers, expand My Computer, left click DCOM Config. In the right hand pane select the OPC server application of interest, right click choose properties. Identity tab. Note the user name under which the OPC Server is running. It may be the interactive user, the launching user or a named user. The user name under which the OPC Server is running must be known to the local ExperTune computer. If System account is checked, or if the user name is a Domain user, then the user is known to the local 19
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ExperTune computer so this cause of the Automation error 0x80040202 is not possible. Keep clicking Cancel to exit dcomcnfg. Carry on with this solution only if the remote OPC Server is running under a local named user and the remote OPC Server computer is in the same Workgroup, not in the same Domain. On the local ExperTune computer, right-click My Computer and select Manage. Select Local Users and Groups. Right-click Users in the right-hand panel and select New User. Type in the user name from the remote Server computer that you noted earlier (above identity tab) together with the same password. Check User cannot change password and Password never expires. Click Create and Close and reboot the local ExperTune computer. Solution#3: The remote OPC Server could be running under a Windows user that is not a member of the Administrator group in the remote Server computer. Check which user name the remote OPC server is running under. If it's a named user, the user needs to be a member of the Administrator group. Run DCOMCNFG from Start, Run menu in the remote Server computer. Expand Component Services, expand Computers, expand My Computer, left click DCOM Config. In the right hand pane select the OPC server application of interest, right click choose properties. Identity tab. Note the user name under which the OPC Server is running. It may be the interactive user, the launching user or a named user. The user name under which the OPC Server is running must be a member of the Administrator group. If System account is checked this cause of the Automation error 0x80040202 is not possible. Keep clicking Cancel to exit dcomcnfg. Carry on with this solution only if the remote OPC Server is not running under the system account. On the remote OPC Server computer, right-click My Computer and select Manage. Click Local Users and Groups, Double-click Groups in the right pane, double click administrators in the right pane. Click Add and select the user name under which the Server is running that you noted earlier (above identity tab), click Add again. Keep clicking OK until you get back to the Computer Management window. You may need to restart the remote OPC Server. Problem#3: OPC test clients from other manufacturers work, but ConnectivityTester and/or PlantTriage will not communicate. Explanation: ExperTune uses a Callback mechanism within the OPC interface. This means that the OPC Server only informs ExperTune when a change has taken place to a value. This is more efficient than using a polling mechanism. Other test clients may be using a polling mechanism so 20
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that the client has to ask for the value at regular intervals. The Callback mechanism requires a DCOM connection in both directions. The connection from the Server back to ExperTune uses the DCOM default security and properties in the ExperTune computer. Solution: Check all the DCOM configuration settings in the remote OPC Server computer and the local ExperTune computer. See Grant remote OPC Server access to PlantTriage Server [Callback] above.

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VI. PlantTriage Integration Worksheet

The following pages contain some details about the computers involved in the PlantTriage communications network. Our technical support staff finds this information helpful when discussing and diagnosing communication problems.

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PlantTriage and the PlantTriage logo are registered trademarks of ExperTune, Inc.

PlantTriage Integration Worksheet

Please Fill out and fax back to ExperTune Tech Support - (262) 369-7722

Company: ______________________ Location: _________________________

Network Type
Are the PlantTriage computer and the OPC server in a (circle one) Domain Workgroup

Note: The PlantTriage computer and OPC computer need to be in the same Domain or Workgroup.

Time Synchronization
Are computer clock times synchronized on the network? Yes No

If the answer to the above question is Yes, is the Windows Time service on the PlantTriage computer configured to get its time from the Domain Controller? Yes No

If no, how is time synchronized among the computers on your network?

Network Hardware
List any routers or bridges between the PlantTriage computer and OPC server.

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PlantTriage and the PlantTriage logo are registered trademarks of ExperTune, Inc.

IP Addresses
IP addresses are assigned (circle one): Dynamically If statically, supply the IP address of the: PlantTriage computer_________________________________ OPC server(s) _______________________________________ Computers can be accessed by (circle all): Hostname IP address Statically

Users
List the users who will be using the PlantTriage Engineering Interface (Windows Logon names) ____________________________ ____________________________ ____________________________ ____________________________ ____________________________ ___________________________ ___________________________ ___________________________ ___________________________ ___________________________

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PlantTriage and the PlantTriage logo are registered trademarks of ExperTune, Inc.

PlantTriage computer
Hardware Specifications
Processor type and speed _________________________________________ RAM amount ____________________________________________________

Hard disk configuration

Enter the appropriate information for each partition. Partition letter Physical Drive # Raid level (0,1,5) Capacity (GB)

Software
What operating system is running? ___________________________________ What other applications are running on this server?

Is Microsoft Word installed on the server? (Circle one): No

Yes

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PlantTriage and the PlantTriage logo are registered trademarks of ExperTune, Inc.

OPC Server
(Fill out one sheet for each OPC server)

Manufacturer and Name of the OPC server

Is the OPC server already installed? (Circle one) Is the OPC server certified compliant? (Circle one)

Yes Yes Yes

No No No

Does the OPC server support tag browsing? (Circle one)

What other applications request data from the OPC server? ________________

How many points is the OPC server serving (approximately)? ________________ What other applications are running on this server?

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PlantTriage and the PlantTriage logo are registered trademarks of ExperTune, Inc.