InTouch 2012 R2 (10.6) Classic Install Guide

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    Table of Contents

    1.

    1.

    2. Pre-Requisites

    2. System Requirements

    1. Hardware Requirements by Installation Size

    1.  Auxiliary Hardware Requirements

    1.  Alternative Authentiation !sin" Smart #ards

    2. !sin" $ulti%le &etwor' Inter(ae #ards

    2. )%eratin" System* .&+, ramewor'* and irtualization Requirements

    1. Summary o( Requirements (or ArhestrA System Plat(orm 2/12 R2

    2. )%eratin" System &otes #ommon to 0onderware Produts

    1.  Ative #ontrols ehavior on 0indows 3 and 0indows 2//4 R2

    )%eratin" Systems

    2. #on(i"urin" Remote Alarm Retrieval 5ueries 0hen Runnin" 0indows

    ista* 0indows 3* or 0indows Server 2//4 R2

    6. 0onderware In,ouh H$I and Alarm 7 8o""er 

    9. ,erminal Servies ehavior in 0indows Server 2//4 )%eratin"

    Systems

    :. 0onderware In,ouh H$I 2/12 R2 ;v1/.

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    INSTALLATION GUIDE7esri%tion 

    Ste% by ste% installation o( 0onderware?s In,ouh so(tware version 1/.

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    o www.miroso(t.omBwindowsserver2//4BenBusBsystem-requirements.as%x

    o www.miroso(t.omBwindowsBwindows-3B"etBsystem-requirements.as%x

    o msdn.miroso(t.omBen-usBlibraryBms196:/our om%uter?s onnetion an be a((eted by external (ators. 7urin" om%uter 

    startu%* and eah time a onnetion han"es* the o%eratin" system "oes throu"h an

    EIdenti(yin"E %roess to determine whih %ro(ile should be assi"ned to the onnetion.

     A %ro(ile is a olletion o( (irewall settin"s that an be a%%lied to a onnetion. ,here are

    three %ro(iles urrently de(ined in the o%eratin" system Domain* Publi)* and Pri'ate.

    • ,he 7omain %ro(ile is ative only when the om%uter an authentiate with a

    domain ontroller on all ative inter(aes suh as 8A&* wireless* and P&. ,he domain

    %ro(ile may be more or less restritive than the other two %ro(iles de%endin" on networ'

    seurity %oliies.

    • ,he Private %ro(ile is ative whenever the networ' ty%e (or all ative networ'

    onnetions on the om%uter are identi(ied as %rivate networ's. ,he %rivate %ro(ile ty%ially

    is used in a more trusted environment and is less restritive than the %ubli %ro(ile to allow

    (or networ' disovery.

    • ,he Publi %ro(ile is ative in all other irumstanes. ,he %ubli %ro(ile ty%ially is

    more restritive than the %rivate %ro(ile beause the om%uter o(ten is onneted to the

    Internet in an inseure loation. &etwor' disovery and remote aess are disabled rather 

    than ex%liitly blo'in" s%ei(i tra((i. irewall exe%tions and rules an be reated on any

    or all o( these %ro(iles.

    ,his is im%ortant beause the )S #on(i"uration utility and the irewall utility a%%ly their 

    (irewall exe%tions to the 7omain and Private %ro(iles only.

     As %reviously noted* you an s%ei(y whih %ro(ile you want assi"ned to a onnetion as

    lon" as that onnetion is not a 7omain onnetion. ,his is done throu"h the E&etwor' and

    Sharin" #enterE. #li' the &etwor' ion loated on the ri"ht side o( the tas' bar and then

    li' one o( the networ's that are shown. >ou an han"e a onnetion (rom a Publi

    %ro(ile to a Private %ro(ile. ,he (irewall alls these settin"s EPro(ilesE but the networ' alls

    them E8oation ty%es.E

    )n om%uters usin" dual &I#s* the (irst &I# is normally onneted to the domain and is

    assi"ned the 7omain %ro(ile automatially. 0indows ty%ially assi"ns the seond &I# the

    Publi %ro(ile.

    ,he (irst issue is that your entire om%uter ;all onnetions= is restrited to the most

    restritive o( the %ro(iles assi"ned to any onnetion. So i( the seond onnetion was

    assi"ned a %ro(ile o( Publi* none o( the (irewall exe%tions set by the )S #on(i"uration or 

    irewall utilities will be allowed. ,he exe%tions were set (or 7omain and Private only* not

    Publi. >ou must set the seond onnetion to the Private %ro(ile (or any o( the (irewall

    exe%tions to wor'. >ou want the ative %ro(ile on the messa"e exhan"e ;$= &I# to be

    the %ro(ile o%ened by )S #on(i"uration.

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    ,he seond issue is that it a%%ears that a restart o( your om%uter* or even a restart o( a

    om%uter to whih you are onneted* an han"e your onnetion ba' to the Publi

    %ro(ile. )ne a"ain the (irewall exe%tions will not be e((etive. >ou?ll have to han"e the

    onnetion ba' to the Private %ro(ile a(ter eah restart or a restart o( the onneted

    om%uter.

    ,o avoid these &I# issues and %revent the FIdenti(yin"G %roess (rom ta'in" %lae on aonnetion and han"in" the assi"ned %ro(ile* ertain items must be %resent in the

    de(inition o( the onnetion. ollow these rules and %roedures

    • I( you have only one &I#* no ation is required. ,he %ro(iles and (irewall rules are

    automati.

    • ,o on(i"ure two &I#s* do the (ollowin"

    1. I( the seond &I# is not %hysially onneted to anythin" ;that means no wire in it=*

    no ation is required. ,he %ro(iles and (irewall rules are automati.

    2. I( the seond &I# is onneted* it $!S, be on(i"ured. ollow the rules (or 

    on(i"urin" a normal redundany setu% %rovided in the 0onderware A%%liation Server 

    !ser?s @uide and the aom%anyin" online hel%.

     Assi"n the &I# an IP address* subnet mas' and "ateway address. ,y%ially* theseaddresses are internal* non-routable addresses. or exam%le* 12.1

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    Supported Y

    Supported and Recommended R  

     Not Supported N

    Notes4

    • ,he entry (or A%%liation Server a%%lies to the ArhestrA I7+ ;7evelo%ment &ode=

    and ArhestrA Run time ;A%%liation &ode=.

    • ,he @alaxy Re%ository ;@R &ode= an run on a lient 0indows o%eratin" system

    only in a sin"le-node senario.

    • 7evelo%ment and a%%liation nodes are onsidered to be lients o( the server @R

    node.

    • )ther .&+, ramewor' versions an oexist* but all sri%ts in obets run in .&+,

    ramewor' 9./. or more in(ormation about .&+, ramewor' requirements and

    om%atibility* see .&+, ramewor' Requirements and #om%atibility

    Operatin* S!stem Notes Common to 5on#er$are Pro#u)tsA)ti'e6 Controls 7e(a'ior on 5in#o$s 8 an# 5in#o$s1229 R1 Operatin* S!stems7ue to the 7ata +xeution Prevention ;7+P= (eature o( 0indows 3 or 0indows 2//4 R2

    o%eratin" systems* any Ative ontrol built with A,8 version 3.1 or earlier will (ail to host or 

    will have un%reditable behaviors in In,ouh 1/.< either in 0indow$a'er or 0indowiewer 

    runnin" on 0indows 3 or 0indows 2//4 R2. or more in(ormation* ontat 0onderware

    ,ehnial Su%%ort.

    Confi*urin* Remote Alarm Retrie'al :ueries 5(enRunnin* 5in#o$s 0ista. 5in#o$s 8. or 5in#o$s Ser'er 1229 R1,he %roess to on(i"ure remote alarm retrieval queries has han"ed (or interative

    a%%liations suh as In,ouh H$I when runnin" on 0indows ista* 0indows 3* and

    0indows Server 2//4 R2.

    0hen In,ouh 0indowiewer is started and "enerates alarms (rom an interative 0indows

    ista* 0indows 3* or 0indows Server 2//4 R2 des'to% session* an Alarm0ie$er  ontrol

    ;runnin" within In,ouh H$I= on a remote node must be s%eially on(i"ured to query the

    alarms. ,he soure alarms will not a%%ear unless the Alarm0ie$er  ontrol?s alarm query is

    on(i"ured.

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    ,his ty%e o( query only wor's (or In,ouh H$I as an alarm %rovider runnin" in a ,erminal

    Servies session* not (or In,ouh H$I runnin" in a onsole session.

    To )onfi*ure t(e Alarm0ie$er;s alarm quer!

    1.  A(ter startin" In,ouh 0indowiewer ;alarm %rovider= on the 0indows ista*0indows 3* and 0indows Server 2//4 R2 node* o%en the S+C Lo**er and loo' (or the

    most reent strin" "enerated by Alarm+*r . or exam%le ERe"isterin" Alarm$"r with

    S8SS# as Alarm$"r 2:6.123.194.12/E. ,he indiated IP address will be unique to your 

    alarm-%rovidin" node. &ote the IP address.

    2. In the Alarm :uer! tab o( the Alarm0ie$er ontrol on the remote om%uter*

    on(i"ure the alarm query as (ollows* substitutin" your nodename o( the alarm %rovidin"

    In,ouh H$I (or EnodeabE below and substitutin" your IP address noted in the %revious

    ste%

      where nodenae is the name o( the node that is %rovidin" the In,ouh alarm

    and i3address is the IP address that you determined in ste% 1.

    1 ,est to validate that the alarms "enerated (rom the alarm-%rovidin" node are shownaurately in the Alarm0ie$er ontrol.

    5on#er$are InTou)( "+I an# Alarm D7 Lo**er In earlier releases that su%%orted 0indows ista* 0indows 3* or 0indows Server 2//4* the

     Alarm 7 8o""er ould not be enabled to run as a servie. ,he Alarm 7 8o""er now runs

    as a Servie in 0indows ista and later o%eratin" systems %rimarily to su%%ort @alaxy

     Alarms and In,ouh H$I Alarms (rom ,erminal sessions. However* there is a limitation in

    that the ombination o( Alarm 7 8o""er on(i"ured as a servie and In,ouh H$I runnin"

    loally as a onsole a%%liation is still not su%%orted. I( In,ouh H$I needs to run in the

    #onsole session* the Alarm 7 8o""er must be on(i"ured in the Alarm 7 8o""er 

    $ana"er as a E&ormal A%%liationE instead o( a E0indows ServieE. Also* i( you are runnin" the Alarm 7 8o""er as a onsole a%%liation* you annot run it in

    the ,erminal session until you lose the one that is runnin" in as a onsole a%%liation.

    Re(er to the u%dated ,eh &ote 32:* ERunnin" In,ouh H$I and Alarm78o""er Servies

    on ista and 8ater )%eratin" Systems*E (or (ull details o( the su%%orted senarios and

    a%%liable alarm query syntax.

    Terminal Ser'i)es 7e(a'ior in 5in#o$s Ser'er 1229Operatin* S!stemsIn a han"e (rom 0indows Server 2//6* 0indows Server 2//4 no lon"er su%%orts the

    Bonsole swith as a means o( startin" the remote des'to% ;R7P= lient* also 'nown as

    Session / or ,erminal Server #onsole session. In 0indows Server 2//4* Session / is no

    lon"er an interative session* and is reserved only (or 0indows servies. 0indows Server 

    2//4 treats all remote onnetions as remote R7P sessions re"ardless o( Bonsole* Badmin*

    or any other swithes used to ma'e the onnetion.

    ,his im%ats In,ouh H$I (untionality suh as Alarm $ana"er that de%ends on the

    ,erminal Server #onsole session.

    In another as%et o( ,erminal Servies behavior* In,ouh H$I (untions suh as

    ,S+@et#lientI7;= an return a null value when runnin" on 0indows 2//4 SP2 and

    0indows 2//4 R2 o%eratin" systems with In,ouh runnin" in a remote des'to% ;R7P=

    lient session. ,he ause o( this behavior is that the relevant roles are not installed on the

    ,erminal Server. >ou must install the E,erminal ServerE role (or 0indows 2//4 SP2 or the

    ERemote 7es'to% HostE role (or 0indows 2//4 R2 in order (or ,S+@et#lientId;= and other 

    related (untions to wor' %ro%erly.

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    ,he im%at to 0onderware A%%liation Server is minimal as most 0onderware A%%liation

    Server %roesses run as servies. )ne im%at to 0onderware A%%liation Server is to arry

    (orward the restrition introdued with the 0indows ista o%eratin" system whih %ermits

    only one alarm %rovider. 0hile both 0onderware A%%liation Server and In,ouh H$I an

    be on(i"ured as alarm %roviders* only one alarm %rovider an be on(i"ured at any one

    time.0onderware A%%liation Server and In,ouh H$I detet when the a%%liation is runnin" in

    the onsole. In 0indows Server 2//4 R2 it im%lies that the a%%liation was started by a

    user %hysially at the mahine. However* this behavior requires that you disable ast !ser 

    Swithin" in both 0indows 3 and 0indows Server 2//4 o%eratin" systems.

    0hen runnin" 0indows Server 2//4* you must modi(y the terminal servies behavior (or 

    the 0onderware so(tware to o%erate %ro%erly.

    0onderware so(tware detets when an a%%liation is runnin" in the onsole . 0indows

    Server 2//4 treats all remote onnetions as a remote R7P session re"ardless

    o( 

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      Running in a $ession Refers to the tag %alue of the alication running in the

    session.

     

     ArhestrA @ra%hi re(erenin" InTou)(4Ta*3

      Running on the Console Refers to the tag %alue of the alication running on the

    console.

      Running in a $ession Refers to the tag %alue of the alication running in the

    session.

     

    In,ouh @ra%hi re(erenin" Gala&!4InTou)(0ie$App?223Ta*34

      Running on the Console Refers to the tag %alue of the alication running on the

    console.

      Running in a $ession Refers to the tag %alue of the alication running on the

    console.

     

    5on#er$areInTou)( "+I 1231 R1 @'32B Operatin* S!stemNotes,he (ollowin" table lists details the su%%orted o%eratin" systems that an be installed on

    om%uters that run In,ouh H$I server and lient om%onents.

    Notes4• ,he reommended o%eratin" system (or a @alaxy Re%ository is 0indows Server 

    2//4 R2 SP1.

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    • $iroso(t 0indows 3 ;62-bit or

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    I+PORTANT4 0e stron"ly reommended that %rior to u%"radin" your existin" a%%liations

    to ArhestrA System Plat(orm 2/12 R2* that you ba' u% your a%%liations* beome (amiliar 

    with the han"es introdued by $iroso(t in .&+, 9./* and that you review your .&+,

    sri%ts and .&+, ontrols (or any required han"es. 0e also reommend you test the

    u%"rade in a sta"in" system %rior to u%"radin" your %rodution system.

     ArhestrA System Plat(orm 2/12 R2 levera"es $iroso(t .&+, ramewor' 9./. ,he ArhestrA System Plat(orm installation %ro"ram will install .&+, 9./ i( it is not already

    %resent in your system. I( .&+, 6.: is your urrent .&+, version* note that it is %ossible

    (or .&+, 9./ and .&+, 6.: to oexist in the same mahine. In this senario* ASP 2/12 R2

    will use .&+, 9./. )ther a%%liations you may have on the same mahine with

    de%endenies on .&+, 6.: will aess .&+, 6.:.

     Althou"h .&+, ramewor' 9./ is hi"hly om%atible with a%%liations that are built with

    earlier .&+, ramewor' versions* $iroso(t has introdued han"es in .&+, 9 to im%rove

    seurity* standards om%liane* orretness* reliability* and %er(ormane that may require

    han"es to .&+, sri%ts you may have reated with ArhestrA System Plat(orm 2/12 and

    earlier versions o( A%%liation Server* In,ouh H$I* the Historian* Historian #lient* and

    0onderware In(ormation Server. ,hese han"es may also a((et .&+, ontrols develo%edwith .&+, 6.:.

     

    0irtuali%ation Support ArhestrA System Plat(orm 2/12 R2 su%%orts the (ollowin" virtualization environments

    • $iroso(t Hy%er- based on the su%%orted o%eratin" system version

    • $ware :./ basi virtualization without Hi"h Availability and 7isaster Reovery

    • $ware S%here :

     

    S:L Ser'er Requirements for All 5on#er$are Components

    ,he (ollowin" table details the S58 Server requirements (or ArhestrA System Plat(orm2/12 R2 om%onents. ,he reommended environment is a

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    S58 Server 2//4 does not automatially reate the !I8,I&KAdministrators role delivered

    in S58 Server 2//:. eause o( this han"e to S58 Server* the 0onderware A%%liation

    Server 2/12 R2 ;v6.

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    Detaile# StepsPerformin* t(e InTou)( "+I Installation

    e(ore you start installin" In,ouh H$I* you should have a lear idea whether you want to develo%* de%loy*

    and %ublish your own a%%liations* or require only the In,ouh run time* to run a%%liations already reated

    and de%loyed.

    ,he (ollowin" %roedure will "uide you throu"h the installation* with in(ormation s%ei(i to the In,ouh

    H$I.

    ,o install the In,ouh H$I

    1. Insert the installation 77 into the om%uterLs 77 drive.

    2. !sin" 0indows +x%lorer* manually start the installation by double-li'in" setu%.exe on the 77.

    6. ollow the %rom%ts to ommene the installation and to install system %rerequisites* as

    neessary.

    9. ,he installation %ro"ram %rom%ts you to selet an installation ty%e either %rodut-based seletion

    or installation by om%uter roles. As you are installin" a sin"le %rodutMIn,ouh H$IMli' the %rodut-

    based seletion as your installation ty%e.

    :. #hoose the om%onents you want to install.

    1. I( you hoose InTou)( Run Time Onl!* the (ollowin" will be installed

    In,ouh Run ,ime

    In,ouh doumentation

     Alarm 7 8o""er  S @ateway ;as a silent installation=

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     A%%liation Server ootstra%

    In,ouh Su%%lemental #om%onents In,ouh Rei%e $ana"er* In,ouh S58

     Aess* and Symbol atory

    2. I( you hoose InTou)( De'elopment an# Run Time* the (ollowin" will be installed

     All items listed under ste% a in these instrutions.

     A%%liation Server ootstra%* I7+* @alaxy Re%ository* S58 Server 2//4+x%ress with SS$S+* and A%%liation Server doumentation

    In,ouh sam%le a%%liations

    ou must restart your system when the installation is

    om%lete.

    Installin* >our 5on#er$are Pro#u)t Li)ense

    0onderware en(ores the use o( its %roduts with a so(tware liense. A(ter you install a 0onderware

    %rodut* you must install a sin"le liense (ile* AR#H+S,RA.8I#* whih ontains your ustomer in(ormation*

    %rodut data* and so(tware (eatures. !ntil you a%%ly your 0onderware liense* you an run the In,ouh

    H$I only in demonstration mode.

    >ou use the ArhestrA 8iense $ana"er to install the ontents o( the AR#H+S,RA.8I# (ile to the om%uter 

    where you have installed the In,ouh H$I. ,he ArhestrA 8iense $ana"er is inluded as a ommon

     ArhestrA om%onent when you install the In,ouh H$I.

    ,o install your 0onderware %rodut liense

    1. Start the ArhestrA 8iense $ana"er by doin" the (ollowin"

    1. +nsure that the installation 77 is in your 77 drive.

    2. #li' Start* and then Pro*rams to show the 0onderware (older.

    6. #li' the 5on#er$are  (older* and then li' the Common fol#er   to show the list o( ommon utilities.

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    9. #li' Ar)(estrA Li)ense +ana*er .

    2. #li' /ile* and then Install Li)ense /ile. ,he C(oose a Li)ense /ile to Install dialo" box

    a%%ears.

    6. rowse the installation 77* selet the AR#H+S,RA.8I# (ile* and li' Open.

    9. ,he Destination Computer for Installation dialo" box a%%ears. ,y%e the domain and om%uter 

    names.

    :. ,he ArhestrA 8iense $ana"er o%ies the AR#H+S,RA.8I# (ile to the #KPro"ram

    ilesK#ommon ilesKArhestrAK8iense (older on the seleted om%uter.

     

    &ow you an start reatin" In,ouh a%%liations. ,he next setion ex%lains how to mana"e an a%%liation

    (rom the ArhestrA I7+.

    Anti'irus Soft$are E&)lusions A(ter installin" 0onderware In,ouh H$I ersion 1/.

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    system is #KPro"ram iles ;x4ou an only u%"rade ArhestrA System Plat(orm %roduts that are already installed and you will not be

    able to install new %roduts within the ArhestrA System Plat(orm that have an u%"rade %roess. ,he

    installed om%onents that need to be u%"raded are seleted and disabled. >ou an neither lear these

    he' boxes nor selet more om%onents durin" the u%"rade.

    ,o u%"rade (rom a %revious version o( the In,ouh H$I

    1. Insert the 77 into your 77-R)$ drive. Run setu%.exe to start the set-u% %ro"ram.

    ,he u%"rade (eature dialo" box a%%ears.

    2. ollow the %rom%ts to om%lete the u%"rade.

     

    +i*ratin* Appli)ations to 0onderwareIn,ouhH$I 0ersion 32

    >ou an mi"rate a%%liations (rom the (ollowin" earlier versions o( In,ouh H$I to version 1/.

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    • ersion 1/.1 ;All servie %a's and %athes=

    o 1/.1

    o 1/.1 SP2

    o 1/.1 SP2 P/1

    o 1/.1 SP6

    o 1/.1 SP6 P/1• ersion 1/.2

    • ersion 1/.:

    • ersion 1/.: P/1