openenterprise™ version 3.1 installation guide

OpenEnterprise Version 3x Installation Guide D301762X012

September 2017

Remote Automation Solutions

OpenEnterprise™ Version 3x Installation Guide

OpenEnterprise Version 3x Installation Guide D301762X012 September 2017

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Note This manual details the installation and licensing processes for OpenEnterprise Version 3x. If you need installation information for OpenEnterprise Version 2.83, refer to the OpenEnterprise Installation Reference Guide (V2.83), part number D301494X412. For licensing information for Version 2.83, refer to the OpenEnterprise Licensing User Manual, part number D301711X012.


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Contents Chapter 1: Overview 1

1. Minimum Hardware and Operating System Requirements .................................................... 1 2. Pre-installation Considerations ............................................................................................. 4

Chapter 2: Installation 7

2. Using the Installation Wizard ................................................................................................. 7 3. Installing Requisite Software ................................................................................................. 8 4. Choosing Installation Options ............................................................................................. 14 5. Installing and Licensing OpenEnterprise Server Software ..................................................... 16 6. Installing and Licensing OpenEnterprise Server/Workstation Software ................................ 17 7. Installing and Licensing OpenEnterprise Workstation Software ........................................... 18 8. Installing Remote Comm Manager Software ....................................................................... 19 9. Installing Standalone OPC Server Software .......................................................................... 19 10. Installing Standalone Reporting Software ............................................................................ 19 11. Installing Standalone Messaging Software .......................................................................... 21 12. Installing Standalone ODBC Software .................................................................................. 21 13. Licensing Software .............................................................................................................. 21 14. Activating a New OpenEnterprise Graphics License ............................................................. 23 15. Applying a Service Pack ....................................................................................................... 24

Appendix A: Installing Remote Desktop Services 25

1. Setting up Remote Desktop Services (RDS) ......................................................................... 26 2. Licensing Remote Desktop Services (RDS) ........................................................................... 32 3. Configuring Windows Users ................................................................................................ 35 4. Configuring OpenEnterprise Workstation ........................................................................... 39 5. Installing the OpenEnterprise Server ................................................................................... 44 6. Installing Remote Desktop Services Clients ......................................................................... 44 7. Firewalls and Proxy Servers .................................................................................................. 45 8. Troubleshooting Checklist .................................................................................................. 45

Appendix B: Installing Microsoft Office® 47

1. Identifying the Problem ...................................................................................................... 47 2. Resolving the Issue.............................................................................................................. 48 3. Creating a New Template .................................................................................................... 48 4. The Add-ins Tab Does Not Display ....................................................................................... 50

Appendix C: Transferring a License 53


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Chapter 1: Overview This guide details the processes required to install version 3x of OpenEnterprise in any of its three primary configurations: OpenEnterprise Server, OpenEnterprise Server/ Workstation, and OpenEnterprise Workstation. Each configuration has its own section. OpenEnterprise also has five optional programs which you can install on separate dedicated computers: Remote Comm Manager, Standalone OPC Server, Standalone Reporting, Standalone Messaging, and Standalone ODBC. Each of these programs also has its own section.

Note This guide assumes you have experience installing either prior versions of OpenEnterprise or similarly complex software systems. If you do not, contact your Emerson Automation Solutions LBP or the Remote Automation Solutions Life Cycle Services Group for assistance. Additionally, you must also login as the local domain controller to successfully install the OpenEnterprise components.

Essential to a successful OpenEnterprise installation is a clear understanding of the scale, size, and intent of your intended application, as well as the roles the various computers play in that application. Review this guide in its entirety before beginning the installation.

1. Minimum Hardware and Operating System Requirements Following are the recommended hardware and operating system requirements for each component of an OpenEnterprise installation.

OpenEnterprise Workstation

System Component Specifications CPU Dual-core (3.1 GHz, 3MB cache) or better

Memory 4 GB or better

Video Requirements DirectX9 compatible (minimum Windows 7 requirement)

HDD Size 80 GB

I/O Slots USB for GraphWorX license dongle

Preferred/Suggested Hardware Manufacturer Dell

Operating System See Section 3, Choosing Installation Options


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OpenEnterprise Server (Simplex license)

An OpenEnterprise Simplex license supports systems with up to 50 RTUs.

System Component Specifications CPU Intel® Xeon® 4C/8T 3.4 GHz, 8 MB cache or better


Video Requirements SVGA or better (If Server/Workstation DirectX9 compatible)

HDD Size 120 GB (see Server disk size note)

I/O Slots Specific to deployment

RAID Controller RAID 5 (see Server disk size note)

Communications (Ethernet) 2 NICs (LAN + redundancy)

Communications (Serial) Specific to deployment

Preferred/Suggested Hardware Manufacturer Dell™


OpenEnterprise Server (Pro license)

An OpenEnterprise Pro license supports systems with up to 250 RTUs.

System Component Specifications CPU Intel Xeon 4C/8T 3.4 GHz, 8 MB cache or better










OpenEnterprise Server (Max license)

An OpenEnterprise Max license supports systems with more than 250 RTUs.










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System Component Specifications Preferred/Suggested Hardware Manufacturer Dell


Remote Comm Manager, Standalone OPC Server, Standalone Reporting, Standalone Messaging, Standalone ODBC

System Component Specifications CPU Dual-core 3.1 GHz, 3 MB cache or better


Video Requirements If Windows Server SVGA or better

If Windows 7 DirectX9 compatible

HDD Size 80 GB or better



Workstation Terminal Server



Video Resolution SVGA or better

Video RAM 32 MB or better

HDD Size 120 GB or better

I/O Slots USB for GraphWorX license dongle

RAID Controller Not applicable


Communications (Serial) Not applicable



Server disk size

Microsoft’s recommended hard drive size for Windows Server is 120 GB. In addition to the operating system and installed software, an additional 8 GB plus 25 bytes for each historical sample will be required. All server hard drives should be RAID 5 (which requires a minimum of 3 drives) or similar fault-tolerant architecture.

For example, assume 1000 signals stored for 1 year on a local hard drive with logging occurring every minute: 1000 x 25 x 1440 x 365 = 13,140,000,000 bytes (12.24 GB) plus 8 GB overhead = 20.24 GB. For larger servers, contact your OpenEnterprise sales representative.


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2. Pre-installation Considerations Carefully planning the OpenEnterprise installation process before you begin results in a smoother, more effective and efficient system overall.

General

OpenEnterprise 3.2 cannot reside on a computer running any component of OpenEnterprise 2.x, OpenEnterprise 3.1x, OpenEnterprise Client/Server software, Field Tools, or OpenBSI.

User ID Permissions

User ID permissions is a foremost consideration.

Ensure that the person performing the installation of both MS Office and OpenEnterprise employs a user ID that is either: o A local user ID that is a member of the Local Administrators group OR o A domain user ID that has been added to the Local Administrators group.

Notes Do not use an ID that is a member of the Domain Administrators group.

If you use a domain user ID that has been added to the Local Administrators group and you must perform the OpenEnterprise installation from a remote system, you must also add the user ID to the Remote Desktop group on the target system. Unlike local administrators, domain users added to the Local Administrators group do not automatically receive these rights.

If you expect to use OpenEnterprise’s Reporting function, install Microsoft Excel® before you install OpenEnterprise. If you cannot pre-install Excel, refer to Appendix B, Installing Microsoft Office, for the post-installation procedure.

AMS Device Manager

If you intend to install the AMS Device Manager to use with the AMS HART Pass-Through, consider these points:

AMS Device Manager is incompatible with AMS Device Configurator; they cannot reside on the same computer.

Install AMS Device Manager SPI after you install AMS Device Manager. You can create only one network using the AMS Network Configuration Utility on

a AMS Device Manager. AMS Device Manager works only with controllers which have firmware supporting

wired HART® or IEC62591 (WirelessHART®).

Note For further information, refer to the AMS HART Pass-Through Reference Guide (part D301793X012).


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Upgrading a Redundant Pair

If you are using a redundant pair of computers running the same generation of OpenEnterprise Server, use this procedure to upgrade the redundant pair from OpenEnterprise 3.1 to 3.2:

1. Stop the OpenEnterprise Windows service on the standby. 2. Stop the OpenEnterprise Windows service on the master. 3. Upgrade the master to OpenEnterprise 3.2. 4. Start the OpenEnterprise 3.2 master and ensure that everything is working

correctly. 5. Upgrade the standby to OpenEnterprise 3.2. 6. Restart standby to resume Master/Standby operation.

Note Ensure that you synchronize the times on the redundant pair of system servers.

Installing Workstation Localization

Workstation Localization (which enables your operators to use their OpenEnterprise workstations in their native language) automatically installs as part of the 3.2 Service Pack 2 (3.2.2). For further information on configuring this feature, refer to the OpenEnterprise Workstation Localization Reference Guide (D301807X012).

Important Workstation Localization requires that you install a Windows Language Pack in the same language as the OpenEnterprise Language Pack.

Upgrading to GraphWorX 9.4

OpenEnterprise 3.2.6 includes a GraphWorX executable file that enables you to customize the appearance of confirmation dialogs, including font selections, style, size, and color; size of dialogs; background color; and text alignment. These customizations can be helpful if you use high-resolution monitors. However, this executable file installs only if the workstation or server/workstation is already running GraphWorX 9.4.

Note Any displays you create using GraphWorX 9.4 cannot be opened by a workstation using GraphWorX 9.2.

If you are installing OpenEnterprise 3.2.6 on a new workstation or server/workstation, the OpenEnterprise installation wizard automatically installs GraphWorX version 9.4. If you are upgrading a workstation or server/workstation from an earlier version of OpenEnterprise, the installation wizard upgrades OpenEnterprise to 3.2.6 but it cannot upgrade the installed version of GraphWorX (9.2) to version 9.4.

If you have workstations running GraphWorX 9.2 that you wish to upgrade to 9.4, you must manually uninstall OpenEnterprise Graphics and OpenEnterprise Licensing before you install OpenEnterprise 3.2.6.


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Note Contact OpenEnterprise Technical Support if you are uncertain about any of the actions in the following procedure.

To upgrade to GraphWorX 9.4:

1. Park the OpenEnterprise 9.22 license.

2. Close all OpenEnterprise Graphics processes.

3. Delete the file login.exe from the <Common Files Folder>\Iconics\ folder.

4. Rename the file IcoLogin.exe as login.exe in the <Common Files Folder>\Iconics\ folder.

5. Uninstall OpenEnterprise Licensing 9.2.

6. Uninstall S4U Connector for SAP OLE DB Provider 3.0.007.

7. Uninstall Sentinel System Driver Installer 7.5.8.

8. Uninstall OpenEnterprise Graphics 9.2.

9. Install OpenEnterprise Graphics 9.4.

10. Install OpenEnterprise Licensing 9.4 (this also installs new versions of S4U and Sentinel).

11. Re-license OpenEnterprise Graphics Version 9.4.

12. Install OpenEnterprise 3.2.6. This automatically upgrades GraphWorX to version 9.4 (and includes the GraphWorX executable file).


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Chapter 2: Installation This section discusses the activities required to successfully install an OpenEnterprise 3.x system.

Note Some activities provide requisite information to subsequent activities. Perform installation activities in the sequence presented.

2. Using the Installation Wizard To simplify the installation process, OpenEnterprise makes extensive use of software wizards, which guide you through each step of the installation. Once you insert the installation DVD and select the OpenEnterprise product from the splash screen, wizards step you through the process, ensuring the correct sequence and software selections.

Migrating from OpenEnteprise 3.1 to OpenEnterprise 3.2 (Default File Locations)

If you are migrating from OpenEnterprise version 3.1 to version 3.2, the OpenEnterprise installation wizard can automatically perform this process for you, provided you have retained the standard file structure created during the 3.1 installation. If you have customized file locations, the wizards are not designed to accommodate these changes, and you must then perform the migration manually. Contact Technical Support if that is the situation.

If you have chosen not to use these default file locations, contact Technical Support for instructions on migrating from one version of OpenEnterprise 3x to another.

Migrating from OpenEnterprise Version 3.1 to Version 3.2 (AMS HART Pass-Through)

When upgrading from OpenEnterprise version 3.1 to version 3.2, you must manually add the session tasks to use AMS HART Pass-Through. See Section 3.9 of the AMS HART Pass-Through Reference Guide (D301793X012).

Migrating from OpenEnterprise Version 2.83 to 3.2

You can upgrade from OpenEnterprise version 2.83 to version 3.25 or later. Refer to the OpenEnterprise Migration Guide (D301827X012).

Disabling User Account Control (Windows 7)

Prior to beginning the OpenEnterprise installation, you may optionally disable the User Account Control (UAC) feature of Windows 7.

To disable UAC for Windows 7:

1. Click Start > Control Panel to open the Windows Control Panel.


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2. Click System and Security and select Change User Account Control settings.

3. Move the slider control to Never notify and click OK.

Note To make this change you must have Administrator rights. Click Yes in the verification dialog box that displays after you click OK.

4. Reboot the PC to allow these changes to take effect.

5. Re-enable UAC after the OpenEnterprise installation completes successfully.

3. Installing Requisite Software As part of the installation wizard, OpenEnterprise audits your existing system at various points to determine whether critical pieces of Microsoft software are already installed. If it cannot find certain software packages (such as Visual Studio Tools for Office [VSTO], Visual C++ redistributable files, or Microsoft Core XML Services), the wizard may prompt you to install these programs. The OpenEnterprise installation DVD contains all requisite programs.

Installing Microsoft .NET Framework 3.5 SP1

If you intend to install OpenEnterprise Server, OpenEnterprise Server/Workstation, or OpenEnterprise Reporting Standalone, you must pre-install Microsoft .NET Framework 3.5 SP1. To install this software on Windows Server 2012 and Windows Server 2012 R2:

1. As show in Figure 1, in the Server Manager Tool of Windows Server 2012 (R2), select Add Roles and Features in the Manage menu:


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Figure 1. Add Roles and Features Item in the Manager Menu

2. If you have specified preliminary operations, the Before you begin section of the Add Roles and Features wizard displays (as show in Figure 2):

Figure 2. Before You Begin section of the Add Roles and Features wizard

3. Click Next. The wizard displays the Installation Type section (shown in Figure 3). Select the Role-based or feature-based installation option. Use it to configure this server by adding roles, role servers, and features.


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Figure 3. Installation Type section of the Add Roles and Features wizard

4. Click Next. The wizard displays the Server Selection section (shown in Figure 4). Click Select a server from the server pool and then select a server from the servers shown in the Server Pool.

Figure 4. Server Selection section of Add Roles and Features wizard

5. Click Next. The wizard displays the Server Roles section (shown in Figure 5).


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Figure 5. Server Roles section of Add Roles and Features wizard

6. Select options as shown in Figure 6.

Figure 6. Features section of Add Roles and Features wizard

7. Click Next. The wizard displays the Confirmation section (shown in Figure 7).


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Figure 7. Confirmation section of Add Roles and Features wizard

8. The top of the window shown in Figure 7 displays a warning message, instructing you that one or more installation options are missing source files on the destination server and prompting you to identify an alternate source path. Click the Specify an alternate source path link (at the bottom of the screen). The wizard displays Figure 8.


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Figure 8. Specify an alternate source path for the NET Fx3 files

9. The required source files for the .NET Framework 3.5 are located either on the Windows Server 2012 (R2) DVD or on the OpenEnterprise Version 3.2 installation DVD. In this example, the system identifies the DVD as drive F, so the alternate path is F:\Source\SxS. Click OK. The wizard redisplays Figure 7.

10. Click Install to start the installation process. At the end of a successful install, the Results section shows the installation status, displaying the message Installation succeeded (as show in Figure 9).


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Figure 9. Result section of Add Roles and Features wizard

4. Choosing Installation Options Note Before you begin installing any OpenEnterprise component, we recommend that you close all other applications. By default, on completion the installation process reboots your system. To prevent loss of critical data, close all applications before you begin an installation. Additionally, disable Sleep Mode on the host computer for any of the following install options.

Depending on the requirements of your site, you can install OpenEnterprise in three major configurations:

OpenEnterprise Server OpenEnterprise Server/Workstation OpenEnterprise Workstation

You can also install the following optional programs, each on their own dedicated computers:

Remote Comm Manager Standalone OPC Server Standalone Reporting Standalone Messaging Standalone ODBC


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Note You can install only one of these optional programs on any computer. For example, you cannot install both Standalone Messaging and Standalone Reporting on the same computer.

Installation configurations and OS compatibility

Each OpenEnterprise installation configuration supports specific 32-bit/64-bit operating systems running English as the base language: OpenEnterprise Server

o Windows 10 SP1 (64-bit) o Windows 7 SP2 (64-bit) o Windows Server 2008 R2 SP1 (64-bit) o Windows Server 2012 R2 (64-bit) o For hardware specs, see tables earlier in this section based on server (Simplex,

Pro, or Max) OpenEnterprise Server/Workstation

o Windows 10 SP1 (64-bit) o Windows 7 SP2 (64-bit) o Windows Server 2008 R2 SP1 (64-bit) o Windows Server 2012 R2 (64-bit) (requires 1 user CAL) o For hardware specs, see tables earlier in this section based on OpenEnterprise

server type (Simplex, Pro, or Max)

OpenEnterprise Workstation o Windows 10 SP1 (64-bit) o Windows 7 SP2 (64-bit) o Windows 7 SP2 (32-bit) o For hardware specs, see Workstation table earlier in this section

Workstation Remote Desktop o Windows Server 2008 R2 SP1 o Windows Server 2012 R2 (requires 1 Remote Desktop CAL per concurrent user

or client) o For hardware specs, see table earlier in this section

Remote Comm Manager o Windows 7 SP2 (64-bit) o Windows 7 SP2 (32-bit) o Windows Server 2008 R2 SP1 o Windows Server 2012 R2 (requires 1 device CAL) o For hardware specs see table earlier in this section

Standalone OPC Server o Windows 7 SP2 (64-bit) o Windows 7 SP2 (32-bit) o Windows Server 2008 R2 SP1 o Windows Server 2012 R2 o For hardware specs see table earlier in this section

Standalone Reporting o Windows 7 SP2 (64-bit) o Windows Server 2008 R2 SP1 o Windows Server 2012 R2


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o Office 2010 (32-bit application) o Office 2013 (32-bit application) o For hardware specs see table earlier in this section

Standalone Messaging o Windows Server 2008 R2 SP1 o Windows Server 2012 R2 o Microsoft Exchange 2007 o For hardware specs see table earlier in this section

Standalone ODBC o Windows 7 SP2 (64-bit) o Windows 7 SP2 (32-bit) o Windows Server 2008 R2 SP1 o Windows Server 2012 R2 o For hardware specs see table earlier in this section

Notes: Emerson cannot provide Microsoft CALS; you must purchase them from Microsoft.

OpenEnterprise is tested with Symantec Endpoint Protection anti-virus software. We recommend you use this on hardware that runs OpenEnterprise.

Regardless of the operating system, turn off User Account Control (which prevents unauthorized changes to your computer) before you begin the installation process. To access UAC, select Start and type UAC into the search box. Select the Change User Account Control Settings link. When the Change User Control Settings screen displays, move the slider control down to Never Notify and click OK. You need to reboot your computer for this change to take effect. Once you complete the OpenEnterprise install, restore your original UAC settings.

5. Installing and Licensing OpenEnterprise Server Software To install and license the OpenEnterprise Server software:

1. Select Install OpenEnterprise on the OpenEnterprise software selection screen. 2. Review and accept the license agreement. 3. Select OpenEnterprise Server on the Setup Type menu screen.

Note If a Windows Security dialog displays for Eltima software, accept and install the program.

4. Reboot your computer to complete the installation process. 5. License the server software.

a. Open the License Manager application and click Create LRF. b. Click Get Key to display the software registration webpage. c. Sign onto the software registration webpage to display the registration options d. Click Register and complete the registration details webpage. e. Unlock a software license, submit the license request, then click Key File. f. Save the key file.


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g. Click Include Key on the License Manager application. h. Reboot your computer to complete the licensing process.

Note If the server does not have an Internet connection, use this alternate step 5:

5. License the server software (without an Internet connection). a. Open the License Manager application and click Create LRF. b. Copy the newly created LRF to a computer that has Internet access. c. Go to the software registration website http://www2.emersonprocess.com/en-

US/brands/remote/system_and_software/supportnet/Pages/license_registration_new.aspx.

d. Sign on the software registration webpage to display the registration options. e. Click Register and complete the registration details webpage. f. Unlock a software license, submit the license request, and then click Key File. g. Save the key file. h. Move the key file to the OpenEnterprise server to be licensed. i. Click Include Key on the License Manager application. j. Reboot your computer to complete the licensing process.

6. Installing and Licensing OpenEnterprise Server/Workstation Software Important If you are installing OpenEnterprise 3.2.6 on a new workstation or server/workstation, the OpenEnterprise installation wizard automatically installs GraphWorX version 9.4. If you are upgrading a workstation or a server/workstation from an earlier version of OpenEnterprise, the installation wizard upgrades OpenEnterprise to 3.2.6 but it cannot upgrade the installed version of GraphWorX (9.2) to version 9.5.

Refer to Upgrading to GraphWorX 9.5 in Chapter 1 for further information.

To install and license the OpenEnterprise server/workstation software:

1. Select Install OpenEnterprise on the OpenEnterprise software selection screen. 2. Review and accept the license agreement. 3. Select OpenEnterprise Server/Workstation on the Setup Type menu screen. 4. Review and accept the graphics license agreement. 5. We recommend you accept the default installation location. 6. Click Install to begin the graphics software installation. 7. Select New User in the AppSetupUtility, and enter a User name. 8. Provide and confirm the password. Installation will proceed; it may take several

minutes. 9. After reboot, login. It may take several minutes for the desktop to be configured. 10. Review and accept the Sentinel System Driver license agreement. 11. Choose Complete for the Sentinel setup type; then click Install. 12. Review and accept the graphics license agreement. We recommend you accept the

default installation location. 13. Review and accept the GenLic32 notice.


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14. Click Install to begin the graphics license installation. The installation validation may take several minutes.

15. Reboot your system and login again to continue the OpenEnterprise Solutions installation.

16. Reboot your system again and login to finish the installation. 17. License the server software.

a. Open the License Manager application and click Create LRF. b. Click Get Key to display the software registration webpage. c. Sign onto the software registration webpage to display the registration options. d. Click Register and complete the registration details webpage. e. Unlock a software license, submit the license request, and then click Key File. f. Save the key file. g. Click Include Key on the License Manager application. h. Reboot your computer to complete the licensing process.

Note If the server does not have an Internet connection, use this alternate step 17:

17. License the server software (without an Internet connection). a. Open the License Manager application and click Create LRF. b. Copy the newly created LRF to a computer that has Internet access. c. Go to the software registration website http://www2.emersonprocess.com/en-

US/brands/remote/system_and_software/supportnet/Pages/license_registration_new.aspx.

d. Sign on the software registration webpage to display the registration options. e. Click Register and complete the registration details webpage. f. Unlock a software license, submit the license request, and then click Key File. g. Save the key file. h. Move the key file to the OpenEnterprise server to be licensed. i. Click Include Key on the License Manager application. j. Reboot your computer to complete the licensing process.

18. Proceed to Activating a New OpenEnterprise Graphics License on page 23.

7. Installing and Licensing OpenEnterprise Workstation Software This process installs and licenses the OpenEnterprise workstation software on a device defined as a dedicated OpenEnterprise workstation. To install the OpenEnterprise workstation software:

1. Select Install OpenEnterprise on the OpenEnterprise software selection screen. 2. Read and accept the license agreement. 3. Select OpenEnterprise Workstation on the Setup Type menu screen. 4. Review and accept the graphics license agreement. 5. We recommend you accept the default installation location. 6. Click Install to begin the graphics software installation. 7. Select New User in the AppSetupUtility, and enter a User name.


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8. Provide and confirm the password. Installation will proceed; it may take several minutes.

9. After reboot, login. It may take several minutes for the desktop to be configured. 10. Review and accept the Sentinel System Driver license agreement. 11. Choose Complete for the Sentinel setup type; then click Install. 12. Review and accept the graphics license agreement. We recommend you accept the

default installation location. 13. Review and accept the GenLic32 notice. 14. Click Install to begin the graphics license installation. The installation validation may

take several minutes. 15. Reboot your system and login again to finalize the OpenEnterprise Solutions

installation. 16. Provide the host names of the OpenEnterprise master and standby computers and

task credentials. 17. Reboot your system to finalize the workstation installation. 18. Proceed to Activating a New OpenEnterprise Graphics License on page 23.

8. Installing Remote Comm Manager Software Remote Comm Manager enables you to create a distributed RTU communications network where RTU serial communications are handled at a remote location, such as a radio tower. To install Remote Comm Manager:

1. Select Install OpenEnterprise on the OpenEnterprise software selection screen. 2. Review and accept the license agreement. 3. Select Remote Comm Manager on the Setup Type menu screen. 4. Provide server hostnames (such as OpenEnterprise Master and Standby) and task

credentials. 5. Reboot the system to complete the installation.

9. Installing Standalone OPC Server Software Standalone OPC Server enables you to define a computer to be a dedicated open communication server. This provides third-party access to OpenEnterprise using OPC. You might install this program on a PI integration server to pull OPC data into PI. To install Standalone OPC Server:

1. Select Install OpenEnterprise on the OpenEnterprise software selection screen. 2. Review and accept the license agreement. 3. Select Standalone OPC Server on the Setup Type menu screen. 4. Provide the host names of the OpenEnterprise master and standby computers and

task credentials. 5. Reboot the system to complete the installation.

10. Installing Standalone Reporting Software The Standalone Reporting option defines a computer as a dedicated OpenEnterprise reporting server that connects to the OpenEnterprise database and configures, runs, publishes, and downloads reports. Standalone Reporting provides a suite of reporting


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tools — Report Scheduler, the Report Configurator, and the Report add-in — to meet your reporting requirements.

Note

The OpenEnterprise Report Suite requires Excel 2010 or 2013 be installed first. Only 32-bit Microsoft Excel is supported. When installing Excel, ensure that the .NET Programmability Support (Microsoft Office primary interop assemblies “PIAs”) are installed. These are necessary for the OpenEnterprise Report Suite to work with Excel. The "Install Now" option should include this but to confirm, select the "Customize" Excel installation. If you already have Excel installed but do not know if the Excel PIAs are installed, re-install Excel and make sure the .NET Programmability Support option is installed.

Figure 10. Verifying .NET Programmability Support

Note When installing Standalone Reporting, you must disable the Report Scheduler in the OpenEnterprise Session pane on the OpenEnterprise server (or both OpenEnterprise servers when using a redundant pair). We also recommend that you remove Report Scheduler from the session on the server(s) since Report Scheduler should only run on the computer on which you install standalone reporting software.

To install Standalone Reporting:

1. Select Install OpenEnterprise on the OpenEnterprise software selection screen. 2. Review and accept the license agreement. 3. Select Standalone Reporting on the Setup Type menu screen. 4. Provide the host names of the OpenEnterprise master and standby computers and



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11. Installing Standalone Messaging Software Standalone Messaging enables you to define a computer as a dedicated OpenEnterprise Messaging server. This option installs Messaging Server, its configuration tool, and some ODBC-related files on the identified machine, enabling the Messaging server and the configuration tool to connect to an OpenEnterprise database and provide system-wide messaging functionality. To install Standalone messaging:

1. Select Install OpenEnterprise on the OpenEnterprise software selection screen. 2. Review and accept the license agreement. 3. Select Standalone Messaging on the Setup Type menu screen. 4. Provide the host names of the OpenEnterprise master and standby computers and


12. Installing Standalone ODBC Software Standalone ODBC enables third-party ODBC client applications to extract real-time, historical, or configuration data from the OpenEnterprise database. This allows you to use data from the OpenEnterprise database in these other ODBC-compliant applications (reporting packages, databases).

1. Select Install OpenEnterprise on the OpenEnterprise software selection screen. 2. Review and accept the license agreement. 3. Select Standalone ODBC on the Setup Type menu screen. 4. Reboot the system to complete the installation.

13. Licensing Software Once you successfully install server, workstation, or graphics software, you must then license that software. For example, the OpenEnterprise server software has a 30-day trial license that begins upon installation. After that 30-day trail, OpenEnterprise shuts down. To keep your system running, you should license the OpenEnterprise server software — and all software — as soon as possible. The installation process provides wizards to help you through the process of creating the license request file (LRF) and then receiving and applying the license key.

CAUTION

Once you create a license request file (LRF), do not change any components on the host computer after you create the LRF. Otherwise the process will fail. In particular, do not change:

Hard drive format serial number MAC address of network interface card (NIC) Windows product ID BIOS revision number/date Computer name Processor information Processor speed Memory size


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SID (security identifier; Windows generates SIDs to uniquely identify a user for authorization purposes)

Video card Hard drive model Hard drive serial Motherboard model CD/DVD drive Sound card Domain

We suggest that you complete the creation of the LRF, the request for the license key, and the application of the license key to the host computer in a single continuous un-interrupted session.

Docking stations/port emulators

Performing the installation in a single continuous un-interrupted session is critical if you intend to install the server software on a laptop. If your laptop is usually attached to a docking station or a port emulator, begin and complete the entire licensing process with your laptop either docked or undocked.

ICONICS USB-based license dongle

To operate the workstation-based graphics software (GraphWorX™ version 9.2 from ICONICS), you must insert a USB license dongle into any workstation using that software. One or more license dongles (secure SafeNet® Sentinel™ USB dongles) is packaged with the OpenEnterprise installation DVD.

Refer to Activating a New OpenEnterprise Graphics License for further details.

Note OpenEnterprise 3x requires version 9.5 of GraphWorX. If you already have one or more black USB license dongles, it is likely they have an earlier version of the GraphWorX software and will not work with OpenEnterprise 3x. You must upgrade the license on these dongles to use them. Contact Customer Support for more information.

WARNING

If you use a disk defragmentation utility (such as Norton™ Utilities), configure that utility to ensure that the GenLic32.ent, GenLic32.rst, and GenLic32.key files do not move during the defragmentation process. If these files do move, you will lose your software license. For example, with Norton Speed Disk, select File > Options > Customize > Unmoveable Files. Specify that the *.ent, *.rst, and *.key files must not be moved. Then select File > Options > Optimize > Save to secure these settings.

WARNING

Monitor your hard drive usage to ensure at least 5 MB of free disk space at all times. If the disk becomes completely full, you may lose your software license key.


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14. Activating a New OpenEnterprise Graphics License Whether you are working with a “thick” workstation or a “thin” terminal services client, you need to activate the OpenEnterprise E graphics license, which is housed on a black USB license dongle. These are secure SafeNet™ Sentinel USB dongles, delivered with the OpenEnterprise installation DVDs, and pre-loaded with GraphWorX version 9.5.

Figure 11. OpenEnterprise black USB license dongle (with blue label)

OpenEnterprise 3x requires version 9.22 or 9.4 of GraphWorX. If you already have one or more black USB license dongles, it is likely they have an earlier version of GraphWorX and will not work with OpenEnterprise 3x. You must upgrade the license on these dongles to use them. Contact OpenEnterprise Technical Support or Customer Support/Lifecycle Services for more information.

Note The blue license dongles have been discontinued and will not work with OpenEnterprise version 3.1 and later.

Before you begin this activation process, you must have the USB license dongle, a product registration (or “P”) number, and a customer key. If you do not have a “P” number, contact Remote Automation Solutions Customer Support.

The installation (or upgrade) of OpenEnterprise 3x activates a 30-day temporary license. This ensures the continued operation of your SCADA system while your request for a permanent license is processed.

Programming a USB license dongle

This process applies to both thick and thin clients.

1. Insert the license dongle in a USB port on a PC with Internet connections. (This does not need to be the PC on which the software is eventually used.)

2. Access the OpenEnterprise Graphics Licensing website (www.oelicenses.com). 3. Click Login (located in the menu to the left of the screen). The Login webpage

displays. 4. Complete the Email Address field with [email protected] and the

Password field with OpenEnterprise (case-sensitive). Click Login to continue. The Web Licensing Utility webpage displays.

5. Select Program License from the menu at the top of the Web Licensing Utility webpage.


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6. Click Next. A dialog displays showing the serial number of the attached USB license dongle. Click OK to close that dialog. The license webpage displays.

7. Copy and paste the Product Registration # and Customer Key into the appropriate fields on a single row. Click Next to display the Program License webpage.

8. Review the details (particularly the version number) of the license(s) to be programmed.

9. Once you confirm that this product is what you need, select the check box to the left of the license details and click Next. A product selection verification webpage displays.

10. Click Complete. The LED on the end of the USB license dongle flashes briefly as the program loads. Do not remove the USB license dongle during this process. When the process completes, a confirmation webpage displays. Print this page to keep a copy for your records.

11. You can now remove the USB license dongle and insert in the PC where it is needed.

Note To ensure that the license works on the intended PC, you must install the USB license dongle in that PC before you boot the PC.

Upgrading a USB license dongle

For instructions on upgrading a black USB license dongle that contains a previous version of GraphWorX, contact Lifecycle Services.

15. Applying a Service Pack Service packs add enhancements and software refinements to the base OpenEnterprise product. To simplify the installation process, Remote Automation Solutions adds links (such as Install Service Pack 5) to the OpenEnterprise splash page. Typically, service packs are cumulative, so that by installing service pack 3 you also install service packs 1 and 2.

Once you complete the installation and configuration process detailed in the previous 13 steps, click the service pack installation link to begin the installation process. The process is wizard-driven, and guides you through the steps involved in installing the service pack.


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Appendix A: Installing Remote Desktop Services Remote Desktop Services (called Terminal Services in previous versions) is a Microsoft® product which "... allows you to deliver Windows-based applications, or the Windows desktop itself, to virtually any computing device - including those that cannot run Windows…”

Consult the documentation accompanying this Microsoft software for a full description of the configuration process of the Terminal Services software. Before you proceed, ensure that you have a basic understanding of Terminal Services architecture and of the OpenEnterprise product.

Notes: OpenEnterprise does not support the Windows mandatory user profiles feature.

To configure the Remote Desktop Services server you must be logged in as a member of the Domain Administrator’s group.

In the Remote Desktop Services environment, you must assign all GraphWorX-related security tokens (application, custom, file and OPC Item types) to the OpenEnterprise All Users user group. This allows all users to access all GraphWorX security tokens. All security permissions within other OpenEnterprise workstation views (such as alarm view, trend view, and so on) and custom tokens associated with the OpenEnterprise menus subsystem work as they do outside of the Remote Desktop Services environment.

If you experience any problems after installing Remote Desktop Services, consult the Troubleshooting Checklist (Section 8) at the end of this appendix.


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1. Setting up Remote Desktop Services (RDS) The following figure shows a typical Remote Desktop Services set-up.

Figure A-1. Typical Remote Desktop Services Set-up

A

B C

A Remote Desktop Services Clients

B Redundant OpenEnterprise Servers

C Remote Desktop Services Server & OpenEnterprise Workstation

Note You may want to add users to the local Remote Desktop and Power Users groups before you run the Remote Desktop Services wizard. See the Windows User Configuration online help topic for further information.

To start the wizard that enables Windows Remote Desktop Services:

1. Start Server Manager on Server 2012.

Figure A-2. Server Manager Start

The Server Manager screen displays.

2. Select Add roles and features from the Server Manager Dashboard.


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Figure A-3. Server Manager

The Add Roles and Features Wizard — Before You Begin screen displays.

Figure A-4. Add Roles and Features Wizard — Before You Begin

3. Click Next. The Add Roles and Features Wizard — Select installation type screen displays.


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Figure A-5. Add Roles and Features Wizard — Select installation type

4. Select Remote Desktop Services Installation and click Next. The Add Roles and Features Wizard — Select deployment type screen displays.

Figure A-6. Add Roles and Features Wizard screen — Select deployment type

5. Select Quick Start and click Next. The Add Roles and Features Wizard — Select deployment scenario screen displays.


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Figure A-7. Add Roles and Features Wizard screen — Select deployment scenario

6. Select Session-based desktop deployment and click Next. The Add Roles and Features Wizard — Review role services screen displays.

Figure A-8. Add Roles and Features Wizard screen — Review role services

7. Click Next. The Add Roles and Features Wizard — Specify RD Connection Broker server screen displays.


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Figure A-9. Add Roles and Features Wizard screen — Specify RD Connection Broker server

8. Select a server from the Server Pool list (here, GBWOR-OED36DVM.emrsn.org) and click to add it to the Selected field. Click Next. The Add Role and Features Wizard — Specify RD Web Access server screen displays.

Figure A-10. Add Roles and Features Wizard screen — Specify RD Web Access server

9. Select a server from the Server Pool list (here, GBWOR-OED36DVM.emrsn.org) and click to add it to the Selected field. Click Next. Next. The Add Roles and Features Wizard — Specify RD Session Host servers screen displays.


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Figure A-11. Add Roles and Features Wizard screen — Specify RD Session Host servers

10. Select a server from the Server Pool list (here, GBWOR-OED36DVM.emrsn.org) and click to add it to the Selected field. Click Next. The Add Roles and Features Wizard — Confirm selections screen displays.

Figure A-12. Add Roles and Features Wizard screen — Confirm selections

11. Select the Restart the destination server automatically if required option and click Deploy. Windows restarts the server.

Windows then restarts the server and shows the progress of the installation.


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When the deployment of Remote Desktop Services completes, the system shows the servers successfully deployed.


12. Click Close to close the wizard.

2. Licensing Remote Desktop Services (RDS) This procedure shows how to check the server licensing using the Add Roles and Functions wizard.


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1. Start Server Manager on Server 2012 by selecting Manage > Add Roles and Features from the menu bar.

Figure A-15. Manage Server

The Add Roles and Functions Wizard - Select installation type screen displays.

Figure A-16. Add Roles and Features Wizard — Select installation type

2. Select Role-based or feature-based installation and click Next. The Add Roles and Features Wizard — Select destination server screen displays.


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Figure A-17. Add Roles and Features Wizard — Select destination server

3. Select a server (here, GBWOR-OED36DVM.em…) and click Next. The Add Roles and Features Wizard — Select server roles screen displays.

Figure A-18. Add Roles and Features Wizard — Select server roles server (selection expanded)

4. Select the Remote Desktop Services node to expand it.

You can actually leave the Remote Desktop Licensing option unselected for now, because you can install the license at any time within 120 days. If you do not


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activate the license within those 120 days, your Remote Desktop Server stops working.

As cited in the Microsoft documentation for setting up a licensing server for use with Remote Desktop Services:

It is required that at least one Windows Server 2012 license server be present in your Windows Remote Desktop Server environment. For small deployments, it is acceptable to install both the Remote Desktop Server and the Remote Desktop Server Licensing service on the same physical computer. However, for larger deployments we suggest that Remote Desktop Server Licensing be installed on a separate server.

After Remote Desktop Server Licensing is installed, the server becomes a license server and you are asked whether you want to activate the license server. It is highly recommended that you activate the license server. A Remote Desktop Server will operate for 120 days, after which it must discover an activated license server.

Remote Desktop Session Users

As you proceed through the wizard it asks you to configure the users and/or user groups that can access your Remote Desktop Server. Refer to the online help topics Windows User Configuration and Remote Desktop Services Clients for further information.

3. Configuring Windows Users Windows 2012 Server provides a security group called Remote Desktop Users, which has been explicitly defined to simplify the task of configuring users for Remote Desktop Services. By adding local or domain Windows users to this group, you automatically provide those users with the privileges required to run a Remote Desktop Services session on the server.

Adding Remote Desktop Users

1. Select Computer Management from the Control Panel > All Control Panel Items > Administrative Tools. Then select the Local Users and Groups folder > Remote Desktop Users folder.


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Figure A-19. Remote Desktop Users folder

2. Select Remote Desktop Users. The system displays the Remote Desktop Users Properties screen.

Figure A-20. Remote Desktop Users folder

3. Click Add. The system displays the Select Users, Computers, Service Accounts, or Groups dialog.


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Figure A-21. Select Users, Computers, Service Accounts, or Groups dialog

4. Enter the name of the user in the Select Users object name field and then click Check Names.

If you entered a valid name, the system redisplays the dialog with the name underlined, as shown in the example above.

Adding Users to the Power Users Group

Additionally, you must configure all users as members of the Power Users group. This enables all Remote Desktop Services users to log in properly to the OpenEnterprise Workstation.

1. Select Computer Management from Control Panel > All Control Panel Items > Administrative Tools. Then select the Local Users and Groups folder > Groups folder.

Figure A-22. Computer Management folders

2. From the right-hand pane (which lists all Groups) double-click Power Users. The


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system displays the Power Users Properties dialog. Add users as described in Adding Remote Desktop Users (above).

Adding Individual Users or a Global User

The default setting enables distinct user logons for each Remote Desktop Services session. If you intend to use a global user for all Remote Desktop Services sessions then you must configure the Remote Desktop Server to allow multiple sessions per user. For this, you use the Local Group Policy Editor.

1. Open a Run dialog, enter gpedit.msc, and click OK.

Figure A-23. Run dialog

2. Click OK. The system opens the Local Group Policy Editor screen.

3. In the left-hand pane, select Computer Configuration > Administrative — Templates\Windows — Components > Remote Desktop Session Host > Connections.

Figure A-24. Local Group Policy Editor

4. Select Restrict Remote Desktop Services to a single Remote Desktop Services


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session in the right-hand pane and then click the policy setting link in the center of the screen. The system displays the Restrict Remote Desktop Services users to a single Remote Desktop Services session screen.

Figure A-25. Local Group Policy Editor

4. Configuring OpenEnterprise Workstation You must install OpenEnterprise Workstation on the Remote Desktop Services host. Use the Install Application on Remote Desktop Server wizard rather than using the auto-run on the installation DVD. This is to ensure that the programs are available for use by all users when hosted through a Remote Desktop Services session.

Adding or Removing Programs

To install GraphWorX from the OpenEnterprise installation DVD using the Install Application on Remote Desktop Server wizard:

1. Select Control Panel > Install Application on Remote Desktop Server.


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Figure A-26. Control Panel

2. Place the OpenEnterprise DVD into the PC’s CD/DVD drive and close the drive. When the system detects the DVD, it displays the Install Program dialog:

Figure A-27. Install Program dialog

3. Click Next. The Run Installation Program dialog displays.


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Figure A-28. Run Installation Program dialog

4. Click Browse to locate the setup.exe file for GraphWorX, which is stored in the folder \GraphWorx\GraphWorkX32.

Figure A-29. Browse dialog

5. Select the setup.exe file and click Open. The Run Installation Program dialog redisplays, showing the name of the selected file:


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6. Click Next. The InstallShield Wizard screen displays. Click Install to begin the installation process.


The InstallShield wizard tracks the progress of the installed components. When the installation completes, the Finish Admin Install dialog displays.


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Figure A-32. Finish Admin Install dialog

7. Click Finish to complete the installation process.

Other than using the Install Application on Remote Desktop Server wizard for the installation of OpenEnterprise Graphics, licensing, and OpenEnterprise Workstation, the installation procedure mirrors that of a normal workstation.

Additional Workstation Data Servers

You should add the following OpenEnterprise components to the Emerson OpenEnterprise section of the Start Screen > Apps Screen for the All Users user. This ensure that these components automatically start whenever any user logs on through a Remote Desktop Services session.

OPCDAServer HDA Server Alarm Client Server OpenEnterprise Notes Server

Licensing Workstation Graphics

For information on activating or upgrading your workstation graphics license dongle see Activating a New OpenEnterprise Graphics License earlier in this document.


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5. Installing the OpenEnterprise Server Important Install the OpenEnterprise Server on a separate dedicated host machine (or machines, if using a redundant configuration). Do not install the OpenEnterprise Server on the Remote Desktop Services machine.

6. Installing Remote Desktop Services Clients Emerson recommends that you install the Remote Desktop Services Server and the OpenEnterprise Server before you attempt to install or use the Remote Desktop Services Clients.

Remote Desktop Services Clients connect to the Remote Desktop Server by running an application called Remote Desktop Connection. To run Remote Desktop Connection, select Start > All Programs > Accessories > Remote Desktop Connection.

When the Remote Desktop Connection program opens, it displays the following dialog. Use it to select the name of the Remote Desktop Services Server.

Figure A-33. Remote Desktop Connection Log In dialog

Once you provide a computer name, click Connect to log on to the Remote Desktop Services Server (provided the appropriate security settings permit).

The Option () button allows you to access additional configuration options. Use them to tune the remote desktop services session, based on the communication rate available, display settings, and resource sharing for devices such as printers and disk drives.


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Tuning the Remote Desktop Services session enables you to optimize performance according to the physical connection you are using. The system uses the default settings for a 10 Mbps (or higher) LAN:

Figure A-34. Remote Desktop Connection — Experience tab

7. Firewalls and Proxy Servers Regardless of how you connect to a Remote Desktop Services Server, if either your client or your server is behind a firewall or proxy server, you cannot connect unless you open up the RDC port (3389) to permit the Remote Desktop Connection capability to pass through.

8. Troubleshooting Checklist If you have set up your Remote Desktop Services server correctly, you should be able to begin using it immediately. However, if you are experiencing problems use this checklist to assess your setup.

If you are upgrading OpenEnterprise Workstation, use the Uninstall a program option to uninstall and then install the following programs in the following order:


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1. Uninstall GraphWorX (if a GraphWorX update is required).

2. Uninstall GraphWorX licensing (if a GraphWorX update is required).

3. Uninstall OpenEnterprise.

4. Install the new version of GraphWorX (if required).

5. Install GraphWorX licensing (if required).

6. Install the new version of OpenEnterprise.

If you get a Security Privileges error when opening a GraphWorX display from the Remote Desktop server, check that you have assigned all possible tokens (application, custom, file, and OPC item) that are associated with GraphWorX displays to the Default Group (also known as "All Users"). Under Remote Desktop Services you cannot use token security with GraphWorX displays. All other OpenEnterprise views (such as Trends, Alarms, and so on) apply token security as usual within the Remote Desktop Services environment.

If all other things are working, and you get a Failed to Open Documen" error when opening a GrapWorX display, check that the file has not been opened on the Remote Desktop Services server itself. You can have multiple Remote Desktop Services server sessions accessing the same GraphWorX file, but not if it has been opened in OpenEnterprise on the Remote Desktop Server itself.

If you added Remote Desktop Services to a server on which OpenEnterprise had already been installed, you may experience problems.


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Appendix B: Installing Microsoft Office® We recommend that you install Microsoft Office before you install OpenEnterprise V3x. However, if you find it necessary to install Microsoft Office on a PC after installing OpenEnterprise, this appendix should resolve the problems that appear when you use the Report Configuration tool to create a report template.

1. Identifying the Problem If you install Microsoft Office after you install OpenEnterprise and then use the Report Configuration Tool to create a Report Template, the following message may display:

Figure B-1. OpenEnterprise Template Configuration screen

When you click Create, the attempt to create the template fails and the program displays an error dialog:


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Figure B-2. Edit Report Template Error dialog

Click OK to close the dialog.

2. Resolving the Issue To resolve this issue:

1. Stop the Report Scheduler using the Session Manager tab in the OpenEnterprise Container.

If you are running OpenEnterprise Reporting standalone version, use the Services tab in Task Manager and stop the OpenEnterprise session.

2. Navigate to C:\Program Files (x86)\Emerson\OpenEnterprise\Bin.

3. Locate and copy the file OEExcelPlugInVBA.xla.

4. Navigate to C:\Program Files (x86)\Microsoft Office\Office xx\XLSTART)\

5. Paste the file OEExcelPlugInVBA.xla to this folder.

Note You need to provide administrator permissions through the subsequent dialog to complete this step.

6. If you are running OpenEnterprise Reporting standalone version, use the Services tab in Task Manager and start the OpenEnterprise session.

3. Creating a New Template After you apply the changes to solve this problem, return to the Template Configuration screen and create a new report template. Once you click Create, the following screen should now display:


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Figure B-3. Report Properties — Data Service screen

Click Next to continue through the software wizard and click Finish.

In Excel, you should now be able to view the Add-Ins tab with the OpenEnterprise menu:

Figure B-4. Excel — Add-ins tab

If you do not see the Add-ins tab, proceed to the next section.


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4. The Add-ins Tab Does Not Display If the Add-Ins tab does not display, check the following settings:

In Excel, select File > Options and click Trust Center:

Figure B-5. Excel — Add-ins tab

The Trust Center options screen for Excel displays.

Figure B-6. Trust Center — Excel options screen

Click Trust Center. On the Trust Center screen, verify that the Require Application Add-ins to be signed by Trusted Publisher option is not selected.


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Figure B-7. Add-ins screen

Select Trusted Locations from the menu at the left side of the screen and verify that the location of the plug-in has been added to the list of Trusted Locations.

Figure B-8. Trusted Locations screen

Close Excel.


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Appendix C: Transferring a License If you license OpenEnterprise on a particular PC and then decide you want to re-assign the license to a different PC, you can remove the license from the first PC and then temporarily transfer (or “park”) the license on the License Registration website. This restores the license to your total number of purchased licenses and you can then assign it to the next PC through the normal license registration process.

Note Once you park a license (which removes it from the original PC) you cannot assign a new license to that same PC without first contacting our Technical Support personnel for codes to restore the demo period for that PC. The technical support number is +1-800-537-9313. Alternatively, log into SupportNet at this link: http://www3.emersonprocess.com/remove/support/support_login.html.

To transfer a license:

1. Select Start > All Programs > Emerson OpenEnterprise > Licensing > License Manager. The License Manager screen displays.

Note: You can also click Help > Licensing from the OpenEnterprise menu bar.


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Figure C-1. OpenEnterprise License Manager screen

2. Click Park License and save the park (.PRK) file the system generates. Note the file’s location; you need to access this file later in the process.

3. Click Get Key to go to the License Registration website.

4. Enter your License ID and password and click Sign-On.

5. Click the Park option; this displays the Park License screen. Complete it to remove the license from the current PC.


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Figure C-2. OpenEnterprise Park License screen

6. Enter your name in the Your Name field and enter your e-mail address in both the E-Mail Address and Verify E-Mail fields. This is the address to which the licensing website sends your key file.

7. Click Browse to locate the park file generated in step 2.

8. Click Submit. When the website accepts the park file it displays the message Park File Operation Completed Successfully.

9. Exit the License Manager. You can now re-assign the license to a different PC by following the standard licensing procedure.

OE Version 3x Installation Guide D301762X012 September 2017

For customer service and technical support, visit www.EmersonProcess.com/Remote/Support.

Global Headquarters, North America, and Latin America:

Emerson Automation Solutions Remote Automation Solutions 6005 Rogerdale Road Houston, TX 77072 U.S.A. T +1 281 879 2699 | F +1 281 988 4445 www.EmersonProcess.com/Remote

© 2014—2017 Remote Automation Solutions, a business unit of Emerson Automation Solutions. All rights reserved.

This publication is for informational purposes only. While every effort has been made to ensure accuracy, this publication shall not be read to include any warranty or guarantee, express or implied, including as regards the products or services described or their use or applicability. Remote Automation Solutions (RAS) reservesthe right to modify or improve the designs or specifications of its products at any time without notice. All sales are governed by RAS terms and conditions which are available upon request. RAS accepts no responsibility for proper selection, use or maintenance of any product, which remains solely with the purchaser and/or end-user.

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