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Getting Started with iFIX - GE Intelligent Platforms: Support Home

1. 64 Installing the iFIX Software 65 Using iFIX with Proficy 78 Configuring Security When Using iFIX with Proficy Historian 84 Configuring iFIX to Use Proficy Historians beet 84 Using the Discover and Auto Configure Tool with Proficy Historian 88 Installing the FIX Desktop Software 89 Online 92 Additional 93 Using iFIX and FIX on the Same COMPUTE cent tette tum tenue 96 General Notes on Installing FIX and iFIX on the Same Computer 96 Installing iFIX on a FIX 7 0 Node 97 Uninstalling iFIX and FIX 7 0 97 Installing iFIX after Uninstalling iVisualize 98 Using iFIX with Microsoft Office 99 Backup Files rtc attende 102 Proficy Change Management and iFIX 104 IFIX WebSpace 105 Discover and Auto 106 Optional Hardware 108 Uninstalling glad P PETS 108 Sleep or Hibernate Mode 109 Upgrading from an Earlier Version of iFIX 110 The Database and the Upgrade 110 DDA Drivers and the Upgrade 111 Before You Upgrade
2. Copy the RCY files into the iFIX RCC folder Copy the Draw ini View ini RPT files for FI32X into the 1FIX Local folder Copy the contents of the FIX32 HTRDATA folder into the iFIX HTRDATA folder Copy the contents of the FIX32 HTR folder into the iFIX HTR folder Copy the contents of the FIX32 folder into the iFTX ALM folder Copy the contents of the FIX32 APP folder into the iFIX APP folder Import the FIX I O Driver Configuration Information After you copy the backed up FIX files into your new iFIX with FIX Desktop folder you are ready to import the I O driver configuration information gt To import the I O driver configuration information 1 Start the iFIX SCU by clicking the Start button pointing to Programs Proficy HMI SCADA iFIX and then System Configuration Verify that the Node name that appears on the main screen is correct Refer to the NodeName RPT report described in the Generating a System Configuration Report section if you are unsure of the name 9 Double click the Database Name to enter the database name you want to use The Database Definition dialog box appears Ensure it is the same name as the previous project Click OK A prompt appears stating that the database does not exist Select Yes and use the database anyway On the Configure menu click SCADA The SCADA Configuration dialog box appears Verify that the required drivers appear in the Confi
3. 5 Do not start iFIX Copy the Backed Up Files into the New Product Folder After iFIX with FIX Desktop is installed along with the drivers appropriate SIMs and hardware key you can copy your previous FIX32 files into the new iFIX with FIX Desktop install location As you remember you backed up these files before beginning the iFIX with FIX Desktop installation The default iFIX install folder is C Program Files Proficy Proficy iFIX The following table lists the files to copy from your backup folder and the location to copy them to assuming you used the default iFIX directory Files to Copy Location to Copy in iFIX Folder PDB CSV GDB PDB all driver configuration files ODF PIC ODT PIC TGE PIC KMX PIC LYT PIC SBL PIC RCX RCM RCY RCY Files to Copy Location to Copy in iFIX Folder Draw ini View ini LOCAL RPT HTRDATA HTRDATA HTR HTR ALM ALM APP APP gt To copy the backed up files into the appropriate Proficy iFIX product folders 1 the PDB CSV and GDB files from the FIX32 PDB folder into the 1IFIX PDB folder NOTE If you installed iFIX to the default location the iFIX folders are located in this path C Program Files Proficy P roficy iFIX Copy the contents of the FIX32 PIC folder into the iFIX PIC folder Copy the RCX files into the iFIX RCM folder
4. especially if you intend to use Asynchronous I O communications OPCENUM must reside on the remote machine with the OPC server While most OPC Server applications install and register this file some do not You can download this file from www opcfoundation org Currently it is contained within the OPC Core Components 2 00 Redistributable 2 30 msi file After you download OPCENUM run the msi file This section applies to OPC servers that need to use DCOM communications regardless of whether the OPC server uses Serial or Ethernet devices If OPC communications is confined to a single machine that is using COM but not DCOM it continues to work properly without making changes to DCOM settings If you do not plan to use iFIX to connect remotely to OPC servers then you may not need to change your DCOM settings e fthis is the first time you are connecting to or allowing connections from other machines on the network you must run the Windows Network Wizard from Start Control Panel to set up your computer to run on your network This allows you to share resources on your computer with other computers on your network It is recommended that you run the Network Setup Wizard before modifying the DCOM settings DCOM Settings The following procedures provide general guidelines for configuring DCOM settings Differences between Windows 2003 Windows XP Windows Vista and Windows 2008 are noted gt To launch
5. 17 18 19 20 2 Click OK to return to the Selected OPC Server Properties dialog box In the Access Permissions area click Edit The Access Permission dialog box appears Click the Add button The Select Users and Groups dialog box appears Click the Advanced Button The Select Users and Groups dialog box appears Click the Find Now button In the search results select the OPC group and click OK The Select Users and Groups dialog box displays the OPC group Click OK to return to the Access Permission dialog box The OPC group is displayed in the Group or user names list Select the OPC group and select the Allow check box for Access Permission Click OK to return to the Selected OPC Server Properties dialog box 22 23 24 25 26 27 28 29 30 In the Configuration Permissions area click Edit The Change Configuration Permission dialog box appears Click the Add button The Select Users and Groups dialog box appears Click the Advanced Button The Select Users and Groups dialog box appears Click the Find Now button In the search results select the OPC group and click OK The Select Users and Groups dialog box displays the OPC group Click OK to return to the Change Configuration Permission dialog box Select the OPC group and select the Allow check boxes for Full Control and Read Click OK to return to the Selected OPC Server Properties dialog
6. have want to Installed Install Remove iFIX Microsoft iFIX Office install Products Microsoft Office products and re install iFIX Installed Remove Remove Microsoft Microsoft iFIX Office Office remove Products Products Microsoft Office products and re install iFIX If you And you Then have want to Started the Use iFIX and Uninstall iFIX Microsoft iF IX WorkSpace Office uninstall for the first harmoniously Microsoft time and Office this re install message Microsoft appears Office Run time arid pa error 48 natal iFIX Error in loading dll Backup Files When you save one of the following files iFIX creates a backup file PDB backed up as DB SCU backed up as CU Profiles cfg backed up as Profiles cfg AK DISPLAY DOV backed up as DISPLAY OV NODENAME DOV backed up as NODENAME OV 1FIX also creates these backup files after you start iFIX for the first time after an upgrade These backup files are helpful in disaster recovery of the individual files For new iFIX installs be aware that you can also use the Factory Default Backup for disaster recovery performing a clean restore of your entire iFIX system A clean restore includes the files listed above along with other Factory Default files For more information refer to the Using and Creating Factory Default Files section in the Understanding iFIX electronic boo
7. you should run the Windows update feature to get the latest software Microsoft Windows Vista Ultimate Edition Service Pack 2 running on a Tablet PC iClient Only NOTE Proficy Historian 3 5 is available for use in Windows Vista Proficy Historian 3 1 currently does not support Windows Vista e Microsoft Windows XP Tablet Edition iClient Only e Microsoft Windows XP Embedded Service Pack 2 with the Microsoft Windows XP update for Daylight Saving Time DST WindowsXP KB933360 x86 ENU exe applied NOTE For charts to plot properly in iF IX you must install the Windows update for Daylight Saving Time DST WindowsXP KB933360 x66 ENU exe While the Windows Update service does not apply in the Windows XP Embedded environment you can directly obtain this download from the Microsoft web site See KB article KB933360 on the Microsoft Downloads web page e Network interface software for TCP IP network communication and certain I O drivers An I O driver for SCADA servers GE Intelligent Platforms supplies I O drivers for many programmable controllers or you may purchase a driver separately Be certain that the I O driver you purchase is compatible with your hardware Contact your GE Intelligent Platforms Sales Representative or visit the GE Intelligent Platforms web site at http www ge ip com for the latest list of drivers and supported hardware Microsoft Internet Explorer 7 or 8 F
8. Data Error Defaults l Shape Preferences Picture Preferences Chart Preferences Drawing Options Environment Protection r WorkSpace Title and Menu Options r WorkSpace File Menu Accelerators Disable Title Bar and Menu Disable WorkSpace File Menu Accelerators Disable Menu Bar Disable Open Accelerator Disable WorkSpace Menu Pulldown Disable Print Accelerator Other Options Disable lt Ctl gt lt Alt gt lt Del gt Disable Task Switching Disable VBE Access Environment Protection Options in the Proficy iFIX WorkSpace From this dialog box you can enable the options that your applications require When re entering these settings be sure to refer back to the settings that you recorded in the Checking the Environmental Protection Settings section when you prepared for the iFIX with FIX Desktop upgrade Important Note About Using Environment Protection When you use environmental protection for iFIX with FIX Desktop be aware that some limitations apply to these options when View is running and the Proficy iFIX WorkSpace is in run mode e Disable lt Ctrl gt lt Alt gt lt Del gt e Disable Task Switching If you exit the WorkSpace or View either by shutting down one application or by switching the WorkSpace to configure mode while View is still running these environmental protection settings no longer apply to the application still running Understa
9. FIX Desktop you also obtain some new features that you can assign to your iFIX users The features that you can choose from include Application Validator Creation of Baselines Application Validator Run time Access Change Management Electronic Signature Bypass Electronic Signature Perform By Electronic Signature Verify By GE Intelligent Platforms OEM Reserved 1 12 Manual Failover Project Backup Restore Recipe Text Output from Recipe Builder Runtime Visual Basic Editor Access Security Synchronizer Startup Profile Manager VisiconX Writes e group of Proficy Batch Execution product features available if you have this product installed each feature starts with the word Batch Execution For more detailed information on using these features with your iFIX pictures refer to the iFIX Electronic Books NOTE iF IX does not include a separate Key Macro Editor application feature For iF IX the Key Macro Editor FDKeyMacros exe does not run outside of the Proficy iFIX WorkSpace So security for this feature is set at the WorkSpace level by allowing access to the WorkSpace Configure feature For FIX32 the Key Macro Editor KME exe can run alone without Draw running This is why the Key Macro Editor appears as a separate entry for FIX32 for use with FIX Desktop Redefine SCADA Failover Settings If your FIX32 applications used the failover feature prior to the 1FIX 5 0 with FIX Desktop upgrade you
10. Next The Choose the Program Folder screen appears Leave the default path or click Browse to select a folder and then click Next The Choose the Log and Buffer Folder screen appears Leave the default path or click Browse to select a folder and then click Next The Historian Server Name screen appears Enter the name of the Historian server name to use for the default and then click Next The Configuration Review screen appears Click Next The progress of the installation displays on screen as the files are copied The Setup Complete screen appears Click Finish The Historian SIM installation screen appears Click Next The license agreement screen appears k Click Yes to accept the terms of the licensing agreement The SIM details screen appears l Click Next After completing the setup a message dialog box appears m Click OK and then click Finish 15 When a message box appears requesting that you view the release notes click Yes Close the release notes after you finish reviewing them to resume the install The Setup Complete screen appears 16 Click Finish 17 After the install completes e Ifyou have a new key power off the computer and insert your USB key into the appropriate port 18 19 e Ifyou have an older key that you are updating use the update file and follow the instructions from GE Intelligent Platforms to update your key Restart the computer As the co
11. Pack CD before you installed iFIX 3 x The GE Intelligent Platforms web site contains updated versions of the database dynamos supplied by GE Intelligent Platforms To obtain updated version of other dynamos contact the vendor of that dynamo To obtain the current version of the Database Dynamo Toolkit contact your local iFIX sales representative NOTE When upgrading an iFIX SCADA node with loadable blocks always make sure that the block slot number prior to the upgrade matches the block slot number after the upgrade Slots are saved inside the FIX INI in the Scada section If the block slot numbers do not match after the upgrade iFIX will be unable to load these blocks and eliminate them from the database In addition you may receive a warning message stating that the there is a block configuration mismatch Historical Datalinks Beginning with iFIX 5 1 the configuration requirements for historical datalinks changed To upgrade your existing historical datalinks for each picture which contains them open the picture and save it If you do not make any changes on the Historical Datalinks dialog box the historical datalink by default will use CurrentValue for its Historical Mode iFIX Dynamo Sets When you upgrade iFIX or install a Software Improvement Module SIM that updates any iFIX Dynamo sets the newer Dynamo sets overwrite the older ones To avoid losing any modifications made to the older files you can re
12. Supported Operating System OS Chinese OS with local regional settings Japanese OS with local regional settings Polish OS with local regional settings Product Language Russian 1iFIX French iFIX German iFIX Supported Operating System OS Russian OS with local regional settings French OS with local regional settings German OS with local regional settings Unsupported Items e Intelligent Platforms does NOT support running the localized version of the product on an English operating system e Multilingual User Interface versions of the Windows Operating Systems are not supported by the iFIX product e iFIX client server configurations with different OS languages are not supported For instance connecting an English SCADA Server on an English OS with a with a German View node or iClient on a German OS is not supported Video Drivers After much testing GE Intelligent Platforms has found that some video drivers have unique problems that are apparent only when using these drivers Additionally GE Intelligent Platforms has found that many problems with video drivers occur in both iFIX applications and common applications such as Excel and Word If you are experiencing problems with your video driver try using it in a different mode to find out if the problem is unique to a specific configuration Using Third party Video Drivers If you need to use a third party dr
13. iFIX sales representative Be sure to file your hardware key packing slip in a safe location The codes on this slip are necessary for GE Intelligent Platforms to quickly duplicate the key in case it is damaged or misplaced You can verify that your serial number matches the serial number on the hardware key packing slip by using the Proficy License Viewer utility to detect and display your hardware key settings For more information see the License and Key Checking section Installing the Hardware Key A hardware key is included with your iFIX software You must install your hardware key in order to access all the components of the iFIX software you purchased Typically you install your hardware key as you install the 1FIX product Refer to the Installing the iFIX Software section for more details If you are upgrading from a previous version you usually run the electronic licensing update file for your key before installing the newer version of iFIX If you insert the key after you install iFIX it should be detected automatically when iFIX starts It is recommended that you shutdown your computer before plugging in a new hardware key IMPORTANT Do not remove the hardware key from your node while iFIX is running If you do iFIX features will shut down and you will need to restart iFIX You may also damage the hardware key if you remove it while iFIX is running GE Intelligent Platforms supports the installation of th
14. in Historian These features include e Security e Alarms if you are using them e Collection on any field other than F_CV e Archive compression e Archive back up e Other tag properties not configurable in iFIX e Historian parameters for Database Dynamos or loadable blocks e Redundancy Other Considerations Multiple Databases If you are using multiple databases you may want to use Proficy Historian separately from iFIX When used together Historian does not recognize tags from the iFIX database with the same name as different tags even though the source is different So tags that exist in your iFIX database are ignored The data that is populated comes from Historian not from the iFIX database To avoid this problem verify that each tag has a unique name For example you have a tag called in both Process Database 1 PDB1 and Process Database 2 PDB2 Both tags are added to Historian as FIX AII F CV If you reload PDBI and then PDB2 the tag is overwritten in Historian Collection Delay When iFIX and Historian are used as an integrated application rather than as separate applications it takes longer for tags to update if the Collector is running Additions deletions and modifications of tags may take twice as long to display approximately two minutes instead of one than if each application was used separately Collectors If you choose to use Historian not all installed col
15. in the Accelerators Proficy iFIX WorkSpace while in run mode Using the Disable Open Ctrl O shortcut Accelerator in the Proficy iFIX WorkSpace while in run mode To restrict operator from Select this check box Using the Ctrl P shortcut in the Proficy iFIX WorkSpace while in run mode Disable Print Accelerator Setting up for Remote OPC Server Access Before you can access remote OPC servers in iFIX such as through the Discover and Auto Configure DAC application and the OPC Client driver you must make sure that your firewall settings are correct if you are using Windows XP Windows Vista or Windows 2008 and that the DCOM settings for your operating system are correct You may not be able to access remote OPC servers if these settings are not correctly set For more detailed information on configuring these settings refer to the following topics e Setting Up the Windows XP Vista or Windows Server 2008 Firewall for Use with Remote OPC Servers e Setting Up DCOM for Use with Remote OPC Servers Setting Up the Windows XP Vista or Windows Server 2008 Firewall for Use with Remote OPC Servers If Firewall security is enabled on Windows XP Windows Vista or Windows 2008 you may need to modify or add items to the Exceptions list It is recommended that you enter these settings on the local machine running iFIX as well as on the remote machine that has
16. key refer to the Installing the Hardware Key section For information about replacing your key contact your iFIX sales representative For an 4 key use the Proficy License Viewer to update your license To perform a key update e For the Proficy License Viewer you will need to obtain a plic update file with specific information about your key For information about obtaining the plic file contact your sales representative You will receive the new licensing file by disk or by e mail If you receive the error message Workspace encountered a problem and needs to close We are sorry for the inconvenience while registering it is probably because you have an unsupported key such as the Rainbow SuperPro If you have a Rainbow SuperPro Sentinel key which was offered for iFIX 2 6 before 2002 this key must be exchanged for a newer key if you want to upgrade to iFIX 5 1 gt To update the license with the plic file 1 Save the plic file to a directory of your choice 2 Double click the file The Key Update utility appears The full path to your plic file should appear in the Update File text box If it does not appear browse to it 3 Click Update Now to update your hardware key The utility validates your current license If the validation is successful the utility updates the license if the validation is not successful the upgrade is halted Upgrading from iFIX 2 5 and Earlier When you upg
17. need to set up failover again Be aware that if you want to use failover all nodes primary secondary and view nodes must be upgraded to iFIX with FIX Desktop FIX32 failover is incompatible with iFIX One of the biggest changes required for iFIX failover is that you include a logical node name in your configuration Failover in iFIX follows a different paradigm In iFIX with FIX Desktop the applications on the iClient communicate to the logical node name and iFIX substitutes the physical node name at run time based on which SCADA server is available The combination of the logical node name and physical primary and secondary SCADA server names is referred to as the primary and secondary pair You configure the primary and secondary pair in the SCU of the iClient and of each SCADA server For detailed instructions on configuring Enhanced Failover and LAN Redundancy refer to the Enhanced Failover and Redundancy e book in the iFIX Electronic Books Enable Environmental Protection If your FIX applications used the environment protection feature prior to the iIFIX with FIX Desktop upgrade you need to enable it again To enable this feature for iFIX and FIX Desktop use the Environment Protection tab of the User Preferences dialog box of the Proficy iF IX WorkSpace as shown in the following figure User Preferences x1 Background StartUp l StartUp Pictures l Change Management Proficy Historian General l Animations
18. normally answer these questions immediately When you call e Have your contract number ready Your contract number is an eight digit number that is a combination of your company s six digit identification number and a two digit extension that identifies the product you are using It can be found on your invoice and in the body of your original packing list from GE Intelligent Platforms If you are a member of our Extended Support Services program your contract number is also on your customer support PhoneCard e Be next to your computer so that the engineer can step you through the proper procedure e Be familiar with your product s documentation so that the engineer can direct you to information on related topics e Have the names and version numbers of the I O drivers in use e Know the HMI Application you are using Know the type of operating system you are using and the version number of your software Assistance When you call for assistance with software that does not perform as you expect the answer usually has to do with your computer s setup You should be able to answer the following questions when you call What is the nature of the problem Be as specific as possible Can you reproduce the problem easily List the steps Can you still reproduce the problem after disabling all unnecessary third party software Do you encounter any error messages What are they What types of hardware are yo
19. previous iFIX versions is NOT supported on SCADA nodes upgraded to 5 1 The Alarm Acknowledgement functionality is replaced by the database synchronization and alarm area files provided in iFIX 5 1 It is strongly recommended that you use a dedicated network between the primary and secondary SCADA nodes for dedicated SCADA to SCADA traffic If the SCADA nodes are physically close to each other then a crossover cable can be used It is strongly recommended that the network components LAN adapters hubs switches cables etc used for SCADA to SCADA connection of the SCADA pair support a minimum 1 Gigabit Ethernet This allows for a higher rate of speed for data transfer between the primary and secondary SCADA nodes In iFIX 5 1 you will need to configure a primary and a secondary SCADA node One SCADA will be in Active mode processing data and alarms while the other will be in Standby mode This is unlike previous versions of iFIX where you configured a primary and backup SCADA node and both nodes were processing data and alarms The concept of the SCADA pair still exists in iFIX 5 1 but GE Intelligent Platforms does not support using your standby SCADA as a development machine in iFIX 5 1 for example for database or picture development However there is a maintenance mode that allows you to upgrade your SCADA configuration without requiring a SAC restart e Stratus solutions will continue to be supported in
20. should now display the iFIX options For information on upgrading your key to add other options contact GE Intelligent Platforms GE Intelligent Platforms will provide the steps for upgrading your Proficy license file when you purchase new options or products Troubleshooting Hardware Key Installation If the hardware key does not install properly you may find that even though you have followed the installation directions for your hardware key you see the following message at iFIX startup Proficy iFIX Startup No key detected If you have a key install it now If you do not have key the system will run in DEMO mode for 2 hours only Continue or exit startup Message when No Key is Detected First check to see that your hardware key is firmly attached Next uninstall and reinstall the driver for the hardware key If this driver has been incorrectly uninstalled it may behave unpredictably Troubleshooting the Aladdin HASP USB Key If the Aladdin HASP USB key does not appear to be working you can reinstall the licensing to recover from the improper install When the Aladdin HASP key is not communicating correctly you will notice that the indicator light at the end of the key is off gt To reinstall the Proficy Licensing if you have an M4 key 1 Reinstall the licensing by clicking the ProficyClientInstallerlite exe file in the License folder on the iFIX product installation CD 2 Click Fini
21. the OPC server you want to use gt To modify Windows Firewall settings 1 Log into the Windows operating system with an Administrator account Open the Control Panel and double click Windows Firewall The Windows Firewall dialog box appears For the Windows Vista operating system you also need to click the Allow a program through Windows firewall option Click the Exceptions tab and make sure that the File and Printer Sharing check box is selected The following figure shows an example of this dialog box in Microsoft Windows XP Windows Firewall General Exceptions Advanced Windows Firewall is turned off Your computer is at risk of attacks and intrusions from outside sources such as the Internet We recommend that you click the General tab and select On Programs and Services Name EGD Data Service File and Printer Sharing O Microsoft Management Console Proficy HMI Scada iFl Communications Remote Assistance Remote Desktop L1 UPnP Framework Add Program Add Port Edit Delete Display a notification when Windows Firewall blocks a program What are the risks of allowing exceptions 4 Click the Add Port button The Add a Port dialog box appears The following figure shows an example of this dialog box in Microsoft Windows XP Use these settings to open a port through Windows Firewall To find the port number and protocol consult the
22. the WorkSpace menu click User Preferences Or In Ribbon view on the Home tab in the WorkSpace group click Settings and then click User Preferences Click the Picture Preferences tab and make sure the Translate Picture On Open check box is cleared If it is selected the LanguageDesired and TranslateOnOpen properties in the Properties window cannot be changed Click OK to close the User Preferences dialog box Right click in the picture and choose Property Window From the LanguageDesired list select the appropriate language From the TranslateOnOpen list select Yes On the Translation toolbar click the Export language file button A message appears letting you know the language file was successfully exported You can now open the language file in a text editor and translate the text strings for the picture gt To export multiple language files 1 In the iFIX WorkSpace on the Translation toolbar click the Export multiple language files button The Language File Exporter dialog box appears In the Select pictures list select the check box for each picture you want to export a language file for If applicable select the Show Tag Status pictures check box to display and select tag status pictures in the Select pictures list If applicable select the Always overwrite existing export files check box If you are exporting a language file for a picture that already has a language file for th
23. the actual product upgrade gt To upgrade from FIX 7 x 15 9 10 11 12 Complete the steps for Installing the iFIX Software Follow the steps for Installing the FIX Desktop Software Update the Database Dynamos Install the Newest Drivers and iFIX Product SIMs Copy the Backed Up Files into the New Product Folder Import the FIX I O Driver Configuration Information Verify the I O Driver and Database Migration Import the Recipes Files Import the Security Configuration Reconfigure the Application Features and Passwords for Each User Redefine SCADA Failover Settings Enable Environmental Protection Update Database Dynamos To use FIX 7 x Database Dynamos in iFIX with FIX Desktop you must recompile them with the iFIX Database Dynamo Toolkit Follow the steps outlined in the 1FIX Database Dynamo Toolkit and the Database Converter will update your Database Dynamos The Database Converter runs whenever iFIX is started For information on the Database Dynamo toolkit contact GE Intelligent Platforms Install the Newest Drivers and iFIX Product SIMs You must install the most current drivers before you migrate the Process Database PDB from FIX32 to iFIX with FIX Desktop This is necessary so that your FIX32 applications can migrate properly to iFIX with FIX Desktop You can install the newest drivers from the most current Driver CD or by obtaining the driver file from the Proficy Gl
24. x e Version 7 1 or higher NOTE Version 7 01 drivers have known issues with iFIX and are not supported If you want to run a driver on the Microsoft Windows Vista or Windows Server 2008 operating system be sure to check with the vendor of your driver software to see if your driver supports Vista Special Keyboard Buttons Some computer keyboards have special buttons for e mail launch internet launch search and other functions These keyboard buttons may disable certain key macros or allow users to circumvent iFIX security measures It is recommended that you reprogram or disable the software that operates such special buttons Refer to your computer s documentation for instructions on disabling these buttons Networking This chapter provides general information about the iFIX supported network protocol supported network software supported file servers and installing network cards with Windows Refer to the following sections for more information e Supported Networking Protocol e Supported File Servers e Handling Time Zones when Using Networked FIX 6 15 and iFIX Nodes e Networking with Other iFIX and FIX Nodes Supported Networking Protocol If you decide to implement a networked iFIX system make sure that all nodes are using compatible network configurations iFIX supports TCP IP interfaces for peer to peer communication NetBIOS is no longer supported GE Intelligent Platforms has tested and recomme
25. 111 Steps to Upgrade from an Earlier Version Of IFIX ena 115 Upgrading the iFIX License 118 Upgrading from iFIX 2 6 or Later 118 Upgrading from iFIX 2 5 and Earlier 121 Preserving Settings when Upgrading 122 Notes on Database Dynamos and Custom Programs that Run with iFIX SIBI eode icit nti e vr asi d 122 SCU Files and the Upgrade 124 Enhanced Failover and Upgrading 129 Title Bar in iFIX WorkSpace 137 Programs that Run as a Service with iFIX 137 esaet e eate erus 139 Standard vs Classic Window Styles 139 Changing Permissions for PlugAndSolve and User 140 Advanced Historian Not Supported 141 Proticy Historian t ce 142 Upgrading from iFIX 5 0 143 Compatibility of iFIX Pictures 143 Resolving iFIX Displays 144 Converting Pictures from FIX 7 x to Running Pictures Created in an Older Version of iFIX cccccccceeeeeeeeeeeeeeeeeeeeees 145 Using Code Written for Pictures in 146 Database 147 Historical 149 iFIX Dynamo Sets 149 Deleting Temp Director
26. 5 node in Boston Eastern Standard Time generates an alarm at 4 00 PM then a FIX 6 15 node in Chicago Central Standard Time displays that alarm with a time stamp of 4 00 PM By comparison iFIX uses time zones and adjusts the time stamp accordingly For example if an iFIX node in Boston generates an alarm at 4 00 PM another iFIX node in Chicago displays the alarm with a time stamp of 3 00 PM When FIX 6 15 and iFIX transfer alarms over the network the time zone handling is similar to FIX 6 15 as the following table shows When Then A FIX 6 15 node An iFIX node in in Boston Chicago displays the generates an alarm alarm with a time at 4 00 PM stamp of 4 00 PM An iFIX node in A FIX 6 15 node in Boston generates an alarm at 4 00 PM Chicago displays the alarm with a time stamp of 4 00 PM Networking with Other iFIX and FIX Nodes iFIX 5 1 can share data and alarms with previous versions of iFIX as well as with FIX32 6 15 and FIX v7 0 FIX32 view nodes will only receive alarms from alarm areas A P IMPORTANT You cannot run iFIX and FIX v7 at the same time on a single computer Contact GE Intelligent Platforms If you purchased this product through a GE Intelligent Platforms Authorized Channel Partner please contact them directly General Contact Information Online Technical Support amp GlobalCare www ge ip com support Comments about our manuals or online help doc ge
27. Click the Advanced Button Another Select Users or Groups dialog box appears Click the Find Now button In the search results select the OPC group and click OK The Select Users or Groups dialog box displays the OPC group 26 27 28 29 30 31 Click OK to return to the Change Configuration Permission dialog box The OPC group is displayed in the Group or user names list Select the OPC group and then select the Allow check boxes for Full Control and Read permissions Click OK to return to the Selected OPC Server Properties dialog box Click OK Repeat steps 2 through 29 for each OPC server you need to access remotely When you are done close the Component Services dialog box iFIX and Windows Vista iFIX 5 1 supports Microsoft Windows Vista Business Enterprise and Ultimate Editions Additionally for iClients iFIX supports Microsoft Windows Vista Ultimate Edition If you are upgrading your 1FIX install be aware that Microsoft does not recommend upgrading Windows XP or 2003 to Windows Vista When using iFIX in Windows Vista be aware of the following limitations when working with these products GE Intelligent Platforms OPC Client Driver If you want to run the OPC Client driver as a service 1 must also run as a service Likewise if you want to run iFIX as a service the OPC Client driver must run as a service You cannot run one as a service without the othe
28. Database Builder is replaced with the iFIX Database Manager you need to add the Database Manager to the user s feature list since the supported application actually changed with the upgrade When re assigning these features for each user use the following table to locate the FIX32 feature name and determine the corresponding name in iFIX with FIX Desktop Feature Name for FIX32 Feature Name for iFIX with FIX Desktop Database Builder Database Create Database Manager Draw WorkSpace Configure Feature Name for FIX32 Feature Name for iFIX with FIX Desktop View WorkSpace Runtime Key Macro Editor Fix32 Key Macro Editor Operating System Fix32 Operating Window System Window FIX System iFIX System Shutdown Shutdown Alarm Summary Display Fix32 Alarm Summary Display Historical Trend Display Fix32 Historical Trend Display Run a Task from View Fix32 Run a Task from View Feature Name for Feature Name for FIX32 iFIX with FIX Desktop Historical Display Fix32 Historical Configuration Display Configuration Exit from View WorkSpace Runtime Exit Database Block Database Block Add Delete Add Delete GUI Recipe Builder Recipe Builder Operations Window Operations Window GUI Recipe Builder Recipe Builder Development Development Window Window GUI Recipe Save Recipe Save from
29. Events A amp E Server Both OPC Servers included with iFIX are in compliance with the OPC Foundation s Self Tested specifications GE Intelligent Platforms ran a series of OPC tests to verify compliance for the versions listed above You can find more information about OPC on the Support web site at http www ge ip com support Installing the iFIX Software The steps that follow outline how to install the iFIX software from the product install DVD gt To install iFIX software l Log in to Windows with Administrator privileges Ensure that there are no 1FIX FIX or Proficy processes running and close any other programs that are running NOTE If you plan to use the integrated Proficy Historian features in iFIX you must shut down Historian services and licensing prior to installing iFIX and Historian Insert the iFIX DVD into your DVD drive The iFIX installation screen appears NOTE If this screen does not automatically appear double click the InstallFrontEnd exe file on the DVD to display it A message may appear with a security warning click Run to proceed Click the Install iFIX link A message box appears asking you to confirm the install Click Yes to proceed The install program starts and the Welcome screen appears Click Next to continue The license agreement screen appears Click I accept the terms of the license agreement if you want to continue and then click Next IMPORTAN
30. M configurator dcomcnfg exe The Component Services dialog box appears 2 Expand the Component Services item then expand the Computers item and then expand the My Computer item 3 Select the DCOM Config object A list of applications displays 4 Right click the OPC server you want to modify and choose Properties The Selected OPC Server Properties dialog box appears 5 Click the General tab The Authentication Level should be left as Default This uses the default authentication rules that are set in the system wide DCOM settings 6 Click the Location tab and make sure that the Run Application on this computer check box is selected 10 11 12 13 Click the Security tab and select the Customize option for each of the permissions in this dialog box and edit them as described in the following steps In the Launch Permissions area click Edit The Launch Permissions dialog box appears Click the Add button The Select Users and Groups dialog box appears Click the Advanced Button The Select Users and Groups dialog box appears Click the Find Now button In the search results select the OPC group and click OK The Select Users and Groups dialog box displays the OPC group Click OK to return to the Launch Permission dialog box The OPC group is displayed in the Group or user names list Select the OPC group and select the Allow check box for Launch Permission 14 15 16
31. Proficy HMI SCADA iFIX GETTING STARTED VERSION 5 1 April 2010 rights reserved No part of this publication may be reproduced in any form or by any electronic or mechanical means including photocopying and recording without permission in writing from GE Intelligent Platforms Inc Disclaimer of Warranties and Liability The information contained in this manual is believed to be accurate and reliable However GE Intelligent Platforms Inc assumes no responsibilities for any errors omissions or inaccuracies whatsoever Without limiting the foregoing GE Intelligent Platforms Inc disclaims any and all warranties expressed or implied including the warranty of merchantability and fitness for a particular purpose with respect to the information contained in this manual and the equipment or software described herein The entire risk as to the quality and performance of such information equipment and software is upon the buyer or user GE Intelligent Platforms Inc shall not be liable for any damages including special or consequential damages arising out of the user of such information equipment and software even if GE Intelligent Platforms Inc has been advised in advance of the possibility of such damages The user of the information contained in the manual and the software described herein is subject to the GE Intelligent Platforms Inc standard license agreement which must be executed by the buyer or user before the
32. R you must reinstall them after upgrade If the driver installation files are unavailable you can use a copy of your existing FIX INI file to compare to the one created after the upgrade Then copy the missing lines from your old FIX INI file to your new FIX INI file Before You Upgrade Before you upgrade your version of iFIX make sure you e f you are upgrading an iFIX computer with the Proficy Change Management upgrade to Proficy Change Management 5 7 or 5 8 Shut down the DEP Data Execution Protection feature One way to do this is from the Control Panel access the System Properties Select the Advanced tab and click the Settings button in the Performance area On the Data Execution Protection tab select the Turn on DEP for essential Windows programs and services only check box Shut down all Proficy applications It is important that no Proficy products are running when you run the iFIX installation program Save copies of your existing INI files with your application preferences and any custom files you create Customized files such as Res dll files and some INI files may be overwritten during an upgrade As such you may need to integrate your custom changes into the newer versions of these files after you upgrade Back up your existing iFIX projects This includes the files in your LOCAL Config Files Backup PIC and PDB folders It is also recommended that you create backup copy of your A
33. Recipe Builder Feature Name for Feature Name for FIX32 iFIX with FIX Desktop GUI Recipe Recipe Download Download from Recipe Builder GUI Recipe Upload Recipe Upload from Recipe Builder GUI Recipe Text Recipe Text Output Output from Recipe Builder GUI TASK Enable Task Switching Switching GUI System Enable Ctrl Alt Del Reboot Historical Trend Display View Only Fix32 Historical Trend Display View Only Feature Name for FIX32 Feature Name for iFIX with FIX Desktop CDA Feature 1 54 EDA Feature 1 54 FIX32 Application Features No Longer Available After the Upgrade In iFIX with FIX Desktop it is no longer applicable to include security for these features many of which are FIX BOS related or discontinued e All features that begin with the word Batch e Data Transfer Utility e Dial Manager for Modem Support e Ingredient Manager e Inventory Manager e Procedure Monitor e Procedure Monitor Hold Resume Control e Procedure Monitor Modify Parameters e Procedure Monitor Run Skip Control e Procedure Monitor Stop Procedure e Quality Test Manager e Recipe Handler e Recipe Manager e Recipe Manager Authorize e Recipe Manager Remove e Report Creator e Report Generator e Report Manager e Scheduler e Scheduler Configuration New Application Features Available for iFIX Users By upgrading to iFIX with
34. T If a previous version of iFIX is detected you can choose to upgrade iFIX For iFIX versions before 4 0 you have the choice to upgrade or install iFIX to a completely new folder without upgrading If you want to upgrade it is suggested that you do so using the install at this point in time The Setup Type screen appears 7 Select an option and click Next Complete Installs all iFIX components including options such as FIX Desktop the Sample System the Electronic books e books and the My T Soft virtual on screen keyboard Custom Installs iFIX and the options that you choose You are prompted to enter your options after you select an install path Typical Installs iFIX the Electronic books e books the Sample System and the My T Soft virtual on screen keyboard FIX Desktop is not installed with this option The Choose Destination Location screen appears 8 Leave the default C Program Files Proficy Proficy iFIX path or click Browse to select a folder NOTES e If you are upgrading from FIX32 make sure that you choose a location other than the folder that contains your FIX32 software if it is installed on the same computer Do not install over a current FIX32 installation e Ifyou enter a custom install path be aware that the path can be no greater than 100 characters long If you want to use 6 x drivers the iFIX compressed install path must be no greater than 64 characters
35. User Switching Not Supported Fast user switching is not supported with iFIX even if you are running iFIX as a service Running the OPC Client Driver and iFIX as a Service If you want to run the OPC Client driver as a service 1 must also run as a service Likewise if you want to run iFIX as a service the OPC Client driver must run as a service You cannot run one as a service without the other also running as a service OPC Certification Based on Microsoft s OLE Object Linking and Embedding technology OPC OLE for Process Control provides greater interoperability between control applications field systems and devices and front office backoffice applications OPC servers such as DCSs PLCs smart field devices and analyzers provide real time information and can communicate directly with the Proficy HMI SCADA iFIX product The iFIX 5 1 product is OPC 2 05a DA enabled client which lets 1FIX retrieve data from any OPC 1 x or 2 x up to version 2 052 compliant data server To access local or remote data from a third party OPC Server use the iFIX OPC Client version 7 4x which is also in included with iFIX 1FIX also has an 1FIX OPC Server OPC20iFIX exe that serves out data via OPC from the 1FIX Database Be aware that Proficy iFIX currently includes two OPC servers e OPC20iFIX exe Intellution OPCiFIX an OPC 2 05a out of process Data Server e iFixOPCAESrv exe an OPC 1 10 Alarm and
36. X FIX32 RCM Master recipe files in text format NOTE These files do not appear unless you followed the steps in the Preparing the Recipe Files for the Upgrade section Files or Folder to Copy Location Description of FIX32 Component RCY FIX32 RCC Control recipe files in text format NOTE These files do not appear unless you followed the steps in the Preparing the Recipe Files for the Upgrade section Files or Location Description Folder to of FIX32 Copy Component Draw ini FIX32 LOCAL Initialization View ini settings for RPT the Draw and View applications and report files Entire FIX32 HTRDATA Collected HTRDATA historical folder data Entire HTR FIX32 HTR Historical folder collection preferences Entire ALM FIX32 ALM Alarm file folder and event log Files or Location Description Folder to of FIX32 Copy Component Entire APP FIX32 APP Custom data folder and configuration files for your iFIX applications gt To back up the required files 1 Create a new folder on your computer separate from the FIX32 folder for the files you want to save Copy the entire PDB folder into this new folder The PDB folder includes the process database and driver configuration files PDB CSV GDB all driver configuration files Copy the entire PIC folder which in
37. X or Proficy processes running and close any other programs that are running 2 Login to Windows with Administrator privileges 3 Insert the iF X DVD into your DVD ROM drive The iFIX installation screen appears NOTE If this screen does not automatically appear double click the InstallFrontEnd exe file on the DVD to display it Click the Install iFIX link A message box appears asking you to confirm the install Click Yes to continue The install program starts and the Welcome screen appears Click the Modify option and then click Next to continue The Select Features screen appears Select the FIX Desktop check box and click Next The install begins NOTE FIX Desktop applications are installed into the iFIX product folder If you installed iFIX to the default location this folder is C Program Files Proficy Proficy iFIX When the install completes a Maintenance Complete message box appears Click Finish Restart your computer IMPORTANT If upgrading from FIX V7 do not start iFIX yet Refer to the Overview of Steps to Upgrade from FIX 7 x section for information on how to proceed Online Registration You can register iFIX online after you have installed the product gt To register iFIX online 1 In Classic view from the WorkSpace s Help menu point to Proficy iFIX WorkSpace Help and then GE Intelligent Platforms On the Web and click Register Online Or In Ribbon view c
38. ame as well as SCADA network NLS and security options e System path locations for base local language database pictures and so on e SCADA configuration such as the name and number of I O drivers e Alarm configuration information such as default message format application message routing remote alarm areas alarm network service alarm summary and alarm history service settings e Listof startup tasks e SQL configuration e Auto Alarm Manager configuration to send and receive alarms This report contains valuable reference information on your current FIX system before the upgrade Steps to Generate a System Configuration Report gt To generate a system configuration report 1 Start the current installation of FIX32 if it is not already running 2 If security is enabled log in using a user account with Administrator rights 3 Start the System Configuration Utility SCU 4 Onthe File menu click Report The Select Report Name dialog box appears 5 Inthe File Name field leave the default name The default name is the node name 6 Click Save A report named NodeName RPT is saved to the Local folder A message appears when the save is complete NOTE NodeName is the name from step 5 7 Click OK to continue Overview of Steps to Upgrade from FIX 7 x After you complete the steps described in the Preparing for the Upgrade to iFIX with FIX Desktop section you can proceed to
39. as a stand alone application If you choose to use Historian as a stand alone product its functionality is not impaired it continues to work the same way as it did before your upgrade To help you decide whether or not to use Historian as an integrated component of iFIX see Using iFIX with Proficy Historian If you decide to install the integrated Proficy Historian features in 1FIX at a later date all of the integration features including the Historian toolbar will be installed If you decide to use the integrated Proficy Historian features in iFIX you must shut down Historian services and licensing prior to installing iFIX and Historian and you must choose to install Historian during the iFIX install After the 1FIX database is upgraded all newly added block fields for Historian are added with default values Upgrading from iFIX 5 0 If you are upgrading from iFIX 5 0 and you used the integrated Proficy Historian features you must also upgrade Proficy Historian from version 3 1 to version 3 5 If you do not upgrade your version of Historian it may crash unexpectedly Compatibility of iFIX Pictures iFIX 5 1 supports pictures created saved or built in previous versions of iFIX However pictures created saved or built in iFIX 5 1 are not compatible and cannot be opened in prior versions of iFIX When you open a picture from a previous version of iFIX in the newer version and save it your picture is automaticall
40. as opposed to mapped network drives For more information refer to the Windows Vista and Mapped Network Drives section e Sleep Mode Be aware that an iFIX View node running on Windows Vista will lose its connection to the iFIX network when going into Sleep mode Windows Vista and Security In Windows Vista the basic user groups changed There are three main types Administrators Users and Guests In Windows Vista the Power Users group can exist however it is a modified version of the standard Users group Like Power Users the standard Users group allows for some of the rights granted to Administrators but not all As an Administrator you have all of the rights you need to operate a SCADA node start and stop 1FIX as well as running iFIX as a service However if you want to allow a user in the Power Users group to operate an iFIX SCADA node or run iFIX as a service you need to make some adjustments to the user rights To allow a Power User to operate an iFIX SCADA node you need to add the individual user or group to the Create Global Objects policy If you want the user or group to run iFIX as a service then you need to run the GrantUserFixServiceRights command for the user or group user must be a Power User or greater to run a SCADA node on Windows Vista gt To allow a user who is not an Administrator to operate an iFIX SCADA node 1 In Windows Vista log in as an Administrator 2 Click the S
41. ate a login account with administrator rights so you can install iFIX later For instructions on optimizing Windows refer to the Optimizing Virtual Memory section Set up the network adapters and network software required for each computer Refer to the Networking iFIX Nodes and Advanced Topics chapters of the Setting Up the Environment manual for more information 4 Install iFIX and any other hardware you may have purchased Refer to the Installing the iFIX Software section for instructions on installing iFIX and your hardware key For information on installing other hardware refer to that product s documentation Configure iFIX on each computer Make sure that the user installing iFIX is a member of the Administrators Windows group Refer to the Configuring iFIX Using the SCU chapter of the Setting Up the Environment manual for more information on configuring iFIX Hardware Requirements The minimum iFIX hardware requirements are iFIX without Enhanced Failover or Historian Server For Proficy HMI SCADA iFIX computers the recommended minimum hardware requirements are A 2 0 GHz Dual Core CPU or better computer Be aware that the computer must be at least Dual Core a single hyperthreaded core is not supported For better performance GE Intelligent Platforms recommends a Dual Core based 3 GHz computer with 4 GB memory or greater For a list of machines tested by GE Intelligent Platforms refer to the Reco
42. ation you need to uninstall these items separately IMPORTANT For the Proficy Discover and Auto Configure DAC application it is recommended that you uninstall it before you uninstall the iFIX product If you wait until after you uninstall iFIX the DAC uninstall will display error messages Sleep or Hibernate Mode If your SCADA computer has been sleeping overnight or in hibernate mode be aware that you will need to acknowledge all of the queued License Warning messages Upgrading from an Earlier Version of iFIX This chapter contains information about issues concerning upgrading to iFIX 5 1 Issues specific to upgrading from iFIX 2 5 and earlier are clearly marked The Database and the Upgrade Be aware that when you upgrade to iFIX 5 1 the file size of your process database file will increase Also when you upgrade your database the high and low engineering units EGU fields are converted from single precision to double precision floats What that means is that the degree of accuracy the Epsilon value changes from _0 00000012 to _0 00000000000000022 If you are using extreme ranges very large or very low values for your EGU limits you may possibly experience issues after an upgrade To resolve these issues open the Database Manager export your database and then re import it This procedure resets the block values DDA Drivers and the Upgrade If you are using DDA drivers such as ROC BR3 or MB
43. box Click OK Repeat steps 2 through 29 for each OPC server you need to access remotely 31 When you are done close the Component Services dialog box In Windows XP Windows Vista and Windows 2008 1 Access the DCOM configurator dcomenfg exe The Component Services dialog box appears Expand the Component Services item then expand the Computers item and then expand the My Computer item Select the DCOM Config object A list of applications displays Right click the OPC server you want to modify and choose Properties The Selected OPC Server Properties dialog box appears Click the General tab The Authentication Level should be set to Default if itis not already This uses the default authentication rules that are set in the system wide DCOM settings 6 10 11 Click the Location tab and make sure that the Run Application on this computer check box is selected Click the Security tab and select the Customize option for each of the permissions in this dialog box and edit them as described in the following steps In the Launch and Activation Permissions area click Edit The Launch Permission dialog box appears for Windows XP or the Launch and Activation Permission dialog box appears for Windows Vista and Windows 2008 Click the Add button The Select Users or Groups dialog box appears Click the Advanced Button Another Select Users or Groups dialog box appears Click t
44. box appears 10 11 12 13 Add the required features Click Add if you want to allow this user to use all application features See the sections that follow for information on the names used with each feature and the new features available Click OK Click OK to exit the User Profile dialog box Repeat steps 3 8 for each user listed in the User Accounts dialog box Click OK to exit the User Accounts dialog box On the Edit menu click Group Accounts The Group Accounts dialog box appears Select a group and click Modify The Group Profile dialog box appears In the Application Features area click Modify The Application Feature selection dialog box appears 14 15 16 17 18 19 20 Add the required features Click Add if you want to allow this group to use all application features Click OK Click OK to exit the Group Profile dialog box Repeat steps 12 16 for each group listed in the Group Accounts dialog box On the File menu click Save to save the security configuration On the File menu in the Security Configuration program click Exit to return to the SCU Save and exit the SCU Identical Application Features in FIX32 and iFIX with FIX Desktop After you import your security configuration the following application features are automatically imported for each user You do not need to assign these features again after the upgrade since the same na
45. cludes all displays display templates tag groups key macros layouts and custom Dynamos ODF 10 11 ODT ODT TGE KMX LYT and SBL files Copy the converted master recipe files RCX in the RCM folder Copy the converted control recipe files RCY in the RCC folder Copy the initialization settings for the Draw and View applications and report files Draw ini View ini RPT from the LOCAL folder Copy the entire HTRDATA folder which includes all collected historical data Copy the entire HTR folder which includes your historical collection preferences Copy the entire ALM folder which includes all alarm files and event logs Copy the entire APP folder which includes any custom data and configuration files for your iFIX applications After you copy all of these files you may want to back up these files to another location such as a network drive or a removable media as a safeguard until the migration is complete Exporting a Report of the Security Configuration Before you upgrade to iFIX with FIX Desktop you need to export a report from the FIX Security Configuration application This report includes a list of iFIX users along with the application features configured for each user in your FIX applications Save this file along with the other FIX files and folders that you backed up IMPORTANT Passwords are not exported with the security configuration report you mu
46. com Additional Information www ge ip com Solution Provider solutionprovider ip ge com Authorization authorization ip ge com Technical Support If you have technical problems that cannot be resolved with the information in this guide please contact us by telephone or email or on the web at www ge ip com support Americas Online Technical Support www ge ip com support Phone 1 800 433 2682 International Americas Direct Dial 1 434 978 5100 Technical Support Email support ip ge com Customer Care Email customercare ip ge com Primary language of support English Europe the Middle East and Africa EMEA Online Technical Support www ge ip com support Phone 800 1 433 2682 Technical Support Email support emea ip ge com Customer Care Email customercare emea ip ge com Inside Sales insidesales emea ip ge com Primary languages of support English French German Italian Czech Spanish Asia Pacific Online Technical Support www ge ip com support Phone 86 400 820 8208 86 21 3217 4826 India Indonesia and Pakistan Technical Support Email support cn ip ge com China support jp ip ge com Japan support in ip ge com remaining Asia customers Customer Care Email customercare apo ip ge com customercare cn ip g e com China When You Have Questions Most questions deal with setup or normal operations Our support representatives can
47. crosoft Windows XP Windows Server 2003 Windows Vista or Windows Server 2008 e Dell Optiplex GX620 e Dell Optiplex GX280 e Dell Optiplex 760 e Dell Optiplex 755 e Dell Optiplex 745 e Dell Precision 340 e Hlectrovaya Scribbler SC 2100 Tablet PC Microsoft Windows XP Tablet Edition or Windows Vista iClient Only While GE Intelligent Platforms cannot guarantee the integrity of any computer our testing has shown a higher potential for problems with the economy lines of computers on the market Because of these problems it is not recommended that you use value or economy type computers with iFIX Instead it is recommended that you invest in the higher end premier line of computers when purchasing computer hardware Memory Requirements iClients and SCADA nodes require at least 128MB RAM This configuration provides enough memory to run iFIX applications NOTE As more applications run simultaneously on a SCADA server performance decreases Whenever possible run additional applications on different computers If the size of your process database is over 1MB add 1 megabyte of memory for each megabyte of database size For example if your database is 2MB in size your SCADA server requires 130MB minimum 128422130 If your picture cache size increases your memory requirements should increase e 2to3 times the file size for each picture that does not include bitmaps and controls e 3to4 times the f
48. ct the Start iFIX at system boot check box The Start iFIX at system boot option is available only when the Continue running after Logoff option is selected Click OK Exit the SCU Restart iFIX Disabling iFIX as a Service gt To disable iFIX from running as a service 1 Shut down iFIX 2 Ensure that you are logged in as a user in the Administrators group If not log in as an Administrator now 3 On the Start menu point to Programs Proficy HMI SCADA iFIX and then System Configuration The System Configuration Utility SCU window appears 4 On the Configure menu click Local Startup The Local Startup Definition dialog box appears 5 Inthe Service area of dialog box clear the Continue running after logoff check box 6 Click OK 7 the File menu click Save to save the SCU file 8 Exitthe SCU 9 Restart iFIX iFIX Paths Windows does not map network drives until a user logs in Therefore if you are running iFIX as a service under Windows all iFIX paths must be set to a local drive Required Application Feature You must assign the Enable Ctrl Alt Del application feature to the user that is logged in when iFIX is running as a service Otherwise if a user logs out of the operating system while iFIX is running as a service no one will be able to log back in to the operating system Running iFIX with Terminal Services You must configure the Default Service SCU in the Startup Pro
49. documentation for the program or service you want to use Port number TCP What are the risks of opening a port Change scope 5 Inthe Name field enter a name for the port 6 Inthe Port Number field enter 135 Select the TCP option 8 Click OK to save your changes The port name you entered is now listed with its check box selected 9 Select the Add Program button The Add a Program dialog box appears The following figure shows an example of this dialog box in Microsoft Windows XP Add a Program To allow communications with a program by adding it to the Exceptions list select the program or click Browse to search for one that is not listed Programs Acrobat Distiller 4 0 E Acrobat Distiller 5 0 Ay Acrobat Reader 5 1 23 Adobe Acrobat 5 0 Kd Adobe FrameMaker 6 0 Alarm Sound Manager B lam Viewer Allen Bradley DF 1 Setup Utility Backup amp Restore Wizard Basic Operation Package 1 HSSB v Path C Program Files GE Fanuc Proficy CIMPLICI 10 Click the Browse button A Browse dialog box appears Look in system32 Recent Documents My Network msswchx exe 7 mstinit exe Wstsc exe narrator exe nbtstat exe nddeapir exe Eneti exe net exe 7 netdde exe lnetsetup exe 7 netsh exe netstat exe nisfunc exe notepad exe 2 nslookup exe File name Files of type Eh ntbackup exe ntknipa
50. e 202 FIX32 Application Features No Longer Available After the Upgrade 207 New Application Features Available for iFIX Users 208 Redefine SCADA Failover Settings 211 Enable Environmental Protection 212 Understanding Environment Protection in iFIX ssuusse 215 Steps to Enable Environment PIOLGCUOD hoe ete 217 Understanding Environment 2 25 52 219 Setting up for Remote OPC Server Access 223 Setting Up the Windows XP Vista or Windows Server 2008 Firewall for Use with Remote OPC Servers 224 Setting Up DCOM for Use with Remote OPC 233 DCOM Settings 236 System wide COM DCOM Limits DOMINOS RENTEN 237 OPC Server specific DCOM Settings 241 iFIX and Windows 252 Windows Vista and Security 257 Running iFIX as a Service with Other SOI VICOS aude obe onde deside leone nie 260 Examples Using GrantUserFixServiceRights 261 Windows Vista and Mapped Network 262 EDA Applications and Windows Vista 264 iFIX and Windows Server 2008 269 Windows Server 2008 and Security 273 Running iFIX as a Service with Other S
51. e Performance Options dialog box appears In Windows Server 2008 in the System Properties dialog box click the Advanced tab and in the Performance Options area click Settings The Performance Options dialog box appears Click the Advanced Tab e n Windows XP in the System Properties dialog box click the Advanced tab then in the Performance group box select Settings In the Performance Options dialog box click the Advanced Tab e n Windows Server 2003 in the System Properties dialog box click the Advanced tab then select Performance Options In the Virtual Memory group box select Change In the Initial Size field enter a value equal to three times your physical memory as long as the result of the calculation does not exceed 4 GB or the Maximum Size value In the Maximum Size field enter a value equal to three times your physical memory as long as the result of the calculation does not exceed 4 GB NOTE For more information on the 4 GB paging file limit refer to article 237740 on the Microsoft Knowledgebase http support microsoft com kb 237 740 en us 6 Select Set 7 Click OK to save the changes and exit the dialog box NOTE If the paging file is set to grow dynamically your system may experience severe performance problems during runtime To ensure optimal performance be sure that the Initial Size and Maximum Size of the paging file are the same so that the paging file does no
52. e USB port hardware key only on systems running Windows XP Windows Server 2003 Windows Vista or Windows Server 2008 At this time GE Intelligent Platforms does not support USB keys connected through an external USB hub On new installs on Windows XP SP1 GE Intelligent Platforms recommends that you insert your USB key after you run the iFIX install License and Key Checking To use iFIX and other Proficy products you must purchase the product with the desired options from GE Intelligent Platforms Depending on the options you buy you may need to replace your current key or run an update program on your existing key to enable the options If you are upgrading from an earlier version of iFIX you will also need to update or replace your key If you want to determine the options that are enabled on the computer you are currently working on use the Proficy License Viewer to view the options enabled NOTE If you try to run the Proficy License Viewer when an older key is installed an error message appears TIP The Proficy License Viewer programs be used to provide technical support personnel with information about your iFIX hardware key gt To use the Proficy License Viewer to determine the enabled options 1 From the Start menu point to Programs Proficy Common and then License Viewer The License Viewer appears In the Proficy Products list select the iFIX product The License and Key Diagnostics area
53. e exist on the hard drive to avoid performance issues Be aware that iFIX alarm and historical data files grow dynamically If you plan to perform extensive alarm or data collection on a node you may need more disk space on that particular node Other GE Proficy products such as Proficy Plant Applications Proficy Historian and Proficy Real Time Information Portal impose additional requirements Refer to the Important Product Information IPI topic in the product s electronic books for specific system requirements Click the System Req tab in that product s IPI for details A DVD drive TCP IP compatible network interface adapter for network communication and certain I O drivers One free direct connect USB port Some touch screens pointing devices and I O drivers require a serial port Additional ports for I O hardware should be ordered with the computer SVGA or better color monitor with a 24 bit 16 777 216 colors graphics card capable of at least 1024x768 resolution Two button mouse or compatible pointing device such as a touch screen that is capable of opening a context menu The following minimum hardware recommendations apply when using the iFIX WebSpace Server on a high end machine that can support up to 25 clients Dual Quad Core Processors running at 2 6 Ghz For better performance please consider using higher Be aware that the computer must be Dual Core a single hyperthreaded core is not
54. e selected language the existing language file will be automatically overwritten If you clear this check box you will be prompted to replace the existing language file Click Yes to replace it and No to keep 1t 5 From the Select language list choose the language that you want to provide translations for 6 Click Export A separate language file is created for each picture you selected 7 You can now open each language file in a text editor and translate the text strings for the pictures Upgrading from FIX 7 x If you want to upgrade from FIX 7 x to iFIX 5 1 but continue to use your FIX 7 x pictures you must install 1 with the FIX Desktop option FIX Desktop is provided as a custom option in your iFIX product install To install FIX Desktop option when installing iFIX select the Custom install option and then select the FIX Desktop check box from the list of features After you upgrade to iFIX with FIX Desktop you can run FIX Desktop Draw View and HTD applications alongside the Proficy 1FIX WorkSpace applications use the iFIX security database and system configuration information This chapter describes how to upgrade the FIX 7 x product to iFIX 5 1 with FIX Desktop After you upgrade you can continue to use your FIX32 pictures in FIX Desktop Draw and View applications or you can migrate and create new pictures in the Proficy iFIX WorkSpace Before you upgrade you need to follow the steps o
55. e to identify the individual tags causing the problems Consult the online help or contact GE Intelligent Platforms for more details on how to troubleshoot database conversion errors Import the Recipes Files After converting and successfully running the I O Drivers and Process Database you can import the recipes that you previously saved as rcx and rcy files gt To import recipe files 1 From the Proficy iFIX WorkSpace select the FIX Recipes folder in the system tree Double click the New Recipe icon The Recipe Development utility appears 3 Open each rcx file in the iFIX RCM folder and save each file as a rcm file 4 Open each rcy file in the iFIX RCC folder and save each file as a file 5 When you are finished exit the Recipe Development utility Import the Security Configuration When you import the security configuration file that you created before the install all your FIX 32 users are re added to the iFIX with FIX Desktop software Later you will need to re enter passwords for these users and redefine the application features assigned to each user since the iFIX with FIX Desktop software includes new and reassigned application features However before you can do that you need to import the list of users from the security configuration gt To import the list of users from the security configuration 1 Start the current installation of FIX if it is not already running From t
56. ed Network Drives section e Sleep Mode Be aware that an iFIX View node running on Windows Server 2008 will lose its connection to the iFIX network when going into Sleep mode Windows Server 2008 and Security In Windows Server 2008 the basic user groups changed There are three main types Administrators Users and Guests In Windows Server 2008 the Power Users group can exist however it is a modified version of the standard Users group Like Power Users the standard Users group allows for some of the rights granted to Administrators but not all As an Administrator you have all of the rights you need to operate a SCADA node start and stop 1FIX as well as running iFIX as a service However if you want to allow a user in the Power Users group to operate an iFIX SCADA node or run iFIX as a service you need to make some adjustments to the user rights To allow a Power User to operate an iFIX SCADA node you need to add the individual user or group to the Create Global Objects policy If you want the user or group to run iFIX as a service then you need to run the GrantUserFixServiceRights command for the user or group user must be a Power User or greater to run a SCADA node on Windows Server 2008 allow a user who is not an Administrator to operate an iFIX SCADA node 1 In Windows Server 2008 log in as an Administrator Click the Start button and in the Search box type secpol msc and
57. en select the Enable check box Make sure that the LAN adapters you will not be using for data synchronization are not enabled In the Partner s Address field enter the IP address of the partner node Use the default settings for the rest of the fields NOTE The Bandwidth Limit field in the Data Sync Transport dialog box allows you to enter a value to throttle down or limit the synchronization rate or bandwidth used It is recommended when using a corporate non dedicated or shared network 10 100 or 1GB that you throttle network traffic to limit bandwidth that the data synchronization process will consume Click OK Repeat steps 1 10 on the secondary SCADA node Title Bar in iFIX WorkSpaceiFIX 3 0 and later provides a new title bar in the WorkSpace which reads Proficy iFIX WorkSpace If you have any custom applications that use the FindWindow Microsoft API call you will need to update these applications to reflect the new title bar Programs that Run as a Service with iFIX When you start iFIX as a service programs in the startup task list also start as services If you upgrade from a previous version of iFIX be aware that programs listed in the SCU s Task Configuration dialog box will continue to run as services if iFIX remains running as a service However if you previously started the iFIX OPC A amp E Server with this command iFixOPCAESrv exe service The service option is no longer needed to r
58. er installed on your system When you finish these tasks for all drivers on the File menu click Save and exit the Driver Configurator Save and Exit the SCU Verify the I O Driver and Database Migration After configuring the SCU complete the following procedure to verify the migration of the I O drivers and to convert the Process Database gt To verify the migration 1 Start iFIX 2 Start Mission Control from the Proficy iFIX WorkSpace You can find the button to launch Mission Control in the WorkSpace tree 3 Examine the information on the I O Control tab Ensure that data is being polled If data is present advance to Step 6 4 If there is no data present ensure that the driver is loaded and is running Exit Mission Control and select System Configuration to start the SCU 5 On the Configure menu click SCADA The SCADA Configuration dialog box appears 6 Select the I O driver and verify that the Poll Records are present If they are not present repeat the steps in the Import the FIX I O Driver Configuration Information section 7 Maximize the Proficy iFIX WorkSpace and then a Start Database Manager from the WorkSpace System Tree b Verify that the I O addresses for your data blocks are correct Save and exit Database Manager Errors that occur during the database conversion are written to the error log file dbcvt err You can open this file in any text editor Use this log fil
59. erver 2008 be aware of the following limitations when working with these products GE Intelligent Platforms OPC Client Driver If you want to run the OPC Client driver as a service iFIX must also run as a service Likewise if you want to run iFIX as a service the OPC Client driver must run as a service You cannot run one as a service without the other also running as a service If you want to run the OPC Client driver on the Microsoft Windows Server 2008 operating system be sure to check with the vendor of your OPC Server software to see if your OPC Server supports Server 2008 Third Party OPC Servers Be aware that at the time of the iFIX 5 1 release there were a limited number of OPC Servers supported on Windows Server 2008 1 was tested with the OPC20iFIX exe Intellution OPCiFIX Server an OPC 2 05a out of process Data Server Proficy Change Management Running the Proficy Change Management PCM Server or the Client Scheduler on iFIX 5 1 nodes is not supported on Microsoft Windows Server 2008 since Proficy Change Management 5 6 and 5 7 do not support Windows Server 2008 Drivers and DAC If you want to run a driver on the Microsoft Windows Server 2008 operating system be sure to check with the vendor of your driver software to see if your driver supports Server 2008 Your driver must support Server 2008 to interface with the Discover and Auto Configure DAC application on Windows Ser
60. ervices xcti t ehe tle 277 Examples Using GrantUserFixServiceRights 278 Windows Server 2008 and Mapped Network 279 EDA Applications and Windows Server date a 280 Other iFIX Installation Considerations 286 Supported Drivers 286 Special Keyboard Buttons 287 Networking ans p ead 288 Supported Networking Protocol 288 Supported File Servers 289 Handling Time Zones when Using Networked FIX 6 15 and iFIX Nodes 291 Networking with Other iFIX and FIX NOGOS 2 e E 292 Contact GE Intelligent Platforms 293 General Contact Information 293 Technical Support 294 When You Have Questions 296 298 Getting Started with iFIX Welcome to iFIX amp Thank you for taking the time to install and use 1 Before you begin installing our product please take some time to review this Getting Started guide The guide includes information about the following e Installing iFIX e Upgrading from earlier versions of iFIX e Supported networking components Reference Documents For more information on the System Configuration Ut
61. exe ntoskrnl exe ntsd exe ntvdm exe nwt6 exe nwscript exe 3 odbcad32 exe Jodbcconf exe 7 Jopenfies exe E osk exe Dosuninst exe packager exe pathping exe Applications exe com icd v gt B em E pentnt exe li perfmon exe E ping exe powercfg exe E print exe progman exe 900 proquota exe proxycfg exe Elaappsrv exe PIQFEUPD EXE Ploprocess exe Jawinsta exe E rasautou exe rasdial exe 2 Cancel 11 Navigate to the System32 folder This folder is found under the operating system folder usually Windows or 12 WINNT In the System32 folder select the OPCENUM exe file and then click the Open button In the Add a Program dialog box the path field displays the full path to and including the OPCENUM exe file Add a Program To allow communications with a program by adding it to the Exceptions list select the program or click Browse to search for one that is not listed Programs Launch TightVNC Server BE License Viewer By Login Login Panel Microsoft Visual SourceSafe 6 0 wi Minesweeper amp MODBUS Plus Diagnostics MSN SE OPC PowerTool a OPC Server Y Path CAWINDOWSAsystem32Vopcenum exe 13 Click OK OPCENUM exe should now be listed in the Exceptions list with its check box selected Windows Firewall General Exceptions Advanced Windows Firewall i
62. export the language file again after you upgrade This step updates your language files to include the Alarm Summary object information Next using a text editor you must provide translations for each of these new fields in the exported language csv file s This step is required because the iFIX language translation file originally did not include the Alarm Summary object NOTES e iFIX 5 1 supports translation of the Alarm Summary object information through the picture object or through the Alarm Summary object You may also want to create new pictures which take advantage of the SwitchLanguage Method on the Alarm Summary object itself For more information on how to use this feature refer to the SwitchLanguage Method Example in the iFIX Automation Reference In iFIX 5 1 you can also change the font of the Column Headers and the Status Bar in the Alarm Summary object for translation display purposes This Font changing feature is new in iFIX 5 1 and can be accessed from the General tab of the Alarm Summary object in configure mode You may want to update your pictures to use this feature as well For more information on how to use this feature refer to the Configuring Fonts for the Column Headings and Status Bar in the Creating Pictures electronic book gt To export a single language file 1 In the WorkSpace configuration mode open the picture you want to export a language file for In Classic view on
63. ficy Historian Fields as Columns topic Before you begin collection however you must have your Historian Server is configured and your iFIX Collector configured as your local default collector Be aware of your license limits for Proficy Historian Your Proficy key limits the number of iFIX tags you are permitted to add to the Proficy Historian Server for collection Use care when you select which tags that you want to collect on in Discover and Auto Configure You do not want to exceed your license limits For more information on this tool refer to the Discover and Auto Configure e book Installing the FIX Desktop Software FIX Desktop is provided as a custom option in your iFIX product install To install FIX Desktop option when installing iFIX select the Custom option and then select the FIX Desktop check box from the list of features If you install iFIX without FIX Desktop you can later install it by running the iFIX install program again NOTE Be aware that the changes to support 15 digits of precision in iFIX 4 5 and greater are not supported in FIX Desktop applications such as Draw and View If you try to use this feature in FIX Desktop applications you will get unexpected results The steps that follow explain how to install the FIX Desktop software from the product install DVD after you already installed iFIX gt To install FIX Desktop software after installing iFIX 1 Ensure that there are no iFIX FI
64. file Manager if you want to run iFIX as a service on the Terminal Server For more information refer to the Configuring the Default Profile section in the Using Terminal Server electronic book Starting the Proficy iFIX WorkSpace You should not have the WORKSPACE EXE file listed as a configured task in the Task Configuration dialog box of the SCU Instead you should start the Proficy iFIX WorkSpace from the Startup group for the user or have the user start the Proficy iFIX WorkSpace manually NOTE If you do configure iFIX to run asa service and the WORKSPACE EXE is listed as a configured task in the Task Configuration dialog box of the SCU make sure you configure WORKSPACE EXE to run as a foreground task To do this on the SCU s Configure menu click Task List Select the WORKSPACE EXE task and in the Startup Mode area click Normal Running iFIX with Other Programs By default iFIX uses the local System account when running as a service However you cannot use the System account with certain applications such as the Proficy Historian gt To configure a different user account for iFIX running as a service 1 From Control Panel open the Administrative Tools then Services 2 Inthe Services folder right click Proficy HMI SCADA iFIX server and select Properties 3 Inthe Log On tab set the user name and password for This Account to the user account you want to log in when iFIX is running as a service Fast
65. for details A DVD drive TCP IP compatible network interface adapter for network communication and certain I O drivers One free direct connect USB port Some touch screens pointing devices and I O drivers require a serial port Additional ports for I O hardware should be ordered with the computer SVGA or better color monitor with a 24 bit 16 777 216 colors graphics card capable of at least 1024x768 resolution e Two button mouse or compatible pointing device such as a touch screen that is capable of opening a context menu iFIX WebSpace Browser Session The speed of the client computer viewing the iFIX WebSpace session through a browser also impact performance Faster client machines typically load iFIX pictures much quicker and have improved performance while those pictures are open For instance in testing a slow client with 512 MB RAM and 1 5 GHz processor had picture load times approximately 1 5 times longer than a faster client with 1 GB RAM and 3 0 GHz processor Network speeds and connection types also impact performance for an iFIX WebSpace session A 100BaseT network adapter which is recommended allows the iFIX WebSpace session to utilize optimum speed for its performance Companies using VPN connections for iFIX WebSpace sessions may experience a decrease in performance Recommended Computers iFIX has been tested by GE Intelligent Platforms on the following machines that were running Mi
66. formation refer to the The Hardware Key section If you are upgrading an iFIX computer with the Proficy Change Management upgrade to Proficy Change Management 5 7 or 5 8 iFIX WebSpace The iFIX WebSpace product allows you to open iFIX pictures in run mode from a web browser The iFIX WebSpace is a server based thin client solution that eliminates the need for Citrix MetaFrame or Windows Terminal Services The iFIX WebSpace Server is a keyed option that you can purchase for use with your 1FIX SCADA or Proficy Pulse client For more detailed information on the 1FIX WebSpace including configuration information refer to the Viewing Pictures from a Web Browser e book Discover and Auto Configure The Discover and Auto Configure is a tool used to extract tag information from PLC programming software files or OPC servers and then add the tags to your target application s iFIX database Using the Discover and Auto Configure tool saves you valuable time and effort when creating tags for your driver s and iFIX application database because you no longer need to manually create the individual tags You can currently extract information using the following Discovery Agents e OPC Discovery Agent e Siemens S7 Discovery Agent e Allen Bradley PLC 5 SLC 500 MicroLogix Families Discovery Agent e IGS Industrial Gateway Server Discovery Agent Not only can you automatically generate create tags for OPC Siemens S7 and Al
67. free hard drive space Even after allowing for an extra GB for iFIX it is strongly recommended that many GBs of additional free space exist on the hard drive to avoid performance issues If also using Classic Historian iFIX alarm and historical data files grow dynamically If you plan to perform extensive alarm or data collection on a node you may need more disk space on that particular node Other GE Proficy products such as Proficy Plant Applications and Proficy Real Time Information Portal impose additional requirements Refer to the Important Product Information IPI topic in the product s electronic books for specific system requirements Click the System Req tab in that product s IPI for details A DVD drive 100 MBit TCP IP compatible network interface adapter for network communication and certain I O drivers One free direct connect USB port Some touch screens pointing devices and I O drivers require a serial port Additional ports for I O hardware should be ordered with the computer SVGA or better color monitor with a 24 bit 16 777 216 colors graphics card capable of at least 1024x768 resolution Two button mouse or compatible pointing device such as a touch screen that is capable of opening a context menu iFIX with iFIX WebSpace IMPORTANT While running the iFIX WebSpace Server and the SCADA Server on the same machine is supported it is strongly recommended that production SCADA Serve
68. g iFIX with FIX Desktop gt To convert your recipes to rcx and rcy files 1 2 Start FIX32 If security is enabled log in using a user account with Administrator rights Start the FIX32 Recipe Manager RCP EXE Save each master recipe as a rcx file a Open the master recipe RCM file On the File menu click Save As The Recipe Mod Log dialog box appears Click Save As The recipe Save As dialog box appears From the Save File As Type drop down list select Master text rcx Confirm that the location is the RCM folder and the file name 15 the same as the original file Click OK 5 Save each control recipe as a rcy file a f Open the control recipe rcc file On the File menu click Save As The Recipe Mod Log dialog box appears Click Save As The recipe Save As dialog box appears From the Save File As Type drop down list select Control text rcy Confirm that the location 15 the RCC folder and file name is the same as the original file Click OK 6 Verify that you saved all recipes by inspecting the FIX32 RCC and FIX32 RCM folders Preparing the I O Drivers for the Upgrade Before you upgrade to iFIX with FIX Desktop it is recommended that you use the driver configuration program to export the driver information into CSV files By default these files are saved to the FIX32 PDB folder You use these CSV files later to import the driver informa
69. group usually has all these privileges This can be verified by opening the Windows service control panel and checking if the Start Stop setting is enabled To grant a user who is a standard user Power User rights to start stop pause these services log in to Windows as an Administrator and run the following commands GrantUserFixServiceRights GRANT IFIXSCHEDULER username GrantUserFixServiceRights GRANT IFIXOPCAESRV username GrantUserFixServiceRights GRANT IFIXOPCDA username Examples Using GrantUserFixServiceRights If you want to allow a Power User named QA1 to run iFIX as a service type GrantUserFixServiceRights GRANT FIX QA1 If you want to allow all Power Users to run iFIX as a service type GrantUserFixServiceRights GRANT FIX Power Users If you later need to revoke the right to run iFIX as a service use the following command GrantUserFixServiceRights REVOKE FIX USERNAME where SERVICENAME is the name of the service that you want to revoke rights from and USERNAME is the name of the user or group that you want to revoke rights from Windows Vista and Mapped Network Drives In Windows Vista when you elevate an application and it runs under a different context the application may or may not be related to the user who is logged in As a result drive mappings are not available in an elevated session unless you specifically map them while it is elevated To resolve this is
70. gs msdn con Server 2008compatteam archive 2006 1 1 1 3 manifest and the fusion cache aspx gt To mark an application for elevation with an internal manifest Build your application s executable exe file with the elevation information built into it Be aware of issues with fusion cache when you use an external manifest file For more information refer to the MSDN web site http blogs msdn com Server 2008compatteam archive 2006 1 1 13 manifest and the fusion cache aspx For more information on User Account Control UAC refer to the Microsoft web site http www microsoft com downloads details aspx familyid ba73b169 a648 49af bc5e a2eebb74cl6b amp displaylang en gt To elevate a third party application that you do not own the source code for Microsoft recommends writing a wrapper to invoke the application s executable exe file in an elevated manner If this is not feasible the following is suggested e Create a shortcut Ink to the yourappname exe where yourappname is the name of the application you want to elevate e Right click the shortcut and select Properties Configure the shortcut to run as an Administrator Other iFIX Installation Considerations This chapter provides information you need to consider when using databases or drivers and IFIX This information includes e Supported Drivers e Special Keyboard Buttons Supported Drivers iFIX supports the following drivers e Version 6
71. gured I O Drivers list If required add the SIM and any other required driver to the Configured I O Drivers list Click OK and then Yes when prompted On the File menu click Save 10 Close the SCU 11 12 13 14 15 Click Start and point to Programs Proficy HMI SCADA iFIX 5 1 and then iFIX 5 1 to launch the iFIX Startup dialog box Make sure the local node name is correct and click the button in this dialog box to start iFIX When iFIX is running start the SCU again On the Configure menu click SCADA The SCADA Configuration dialog box appears Verify each driver configuration is correct by selecting the driver and then clicking the Configure button The Driver Configurator opens If the driver configuration is correct you can close the Driver Configurator and proceed to step 24 If you need to make changes you can make the necessary changes save the file and proceed to step 24 Otherwise import the driver configuration by following steps 16 22 16 17 18 19 20 21 22 23 24 Select the first channel CHANNELI1 in the browser on the left side of the window On the File menu click Open The Open dialog box appears From the Save as Type drop down list select Text Files CSV Select the CSV file for the channel Click Open Repeat steps 16 20 for each channel of the driver that is currently displayed Repeat steps 15 21 for each I O driv
72. hat you back up the SCU only in the fbk file and restore it only in iFIX 5 1 If you do a Custom Backup click NO TO ALL other files when restoring just the SCU file Do not usea Full Backup between iFIX versions Issues can occur with upgrade paths and possibly other files e During a restore use caution in restoring other configuration files For instance if you overwrite the INI files in your iFIX Local folder you lose all of iFIX 5 1 INI settings After that is done there may be issues that cause iFIX or certain features not to work properly For instance if you overwrite the 5 1 FIX ini file with a 3 5 one you need to remove or comment out the RUN REGISTERHELPFILES line in order to start iFIX 5 1 with this file gt To update the SCU information manually NOTE The following steps describe how to modify an SCU file with a path outside the install path so that you run it in iFIX 1 Shut down iFIX 2 Onthe Start menu point to Programs Proficy HMI SCADA iFIX and then System Configuration to open the SCU 3 From the SCU Configure menu click Paths 4 Inthe Path Configuration dialog box change the base path and NLS path to point to the local install path Change the project path to point to the project destination folder if it does not already do so 10 11 12 From the SCU Configure menu click Tasks In the Task Configuration dialog box change the path of the configured tas
73. he Find Now button In the search results select the OPC group and click OK The Select Users or Groups dialog box displays the OPC group 12 13 14 15 16 17 18 Click to return to the Launch Permission dialog box The OPC group is displayed in the Group or user names list Select the OPC group and then select the Allow check boxes for Local Launch Remote Launch Local Activation and Remote Activation permissions Click OK to return to the Selected OPC Server Properties dialog box In the Access Permissions area click Edit The Access Permission dialog box appears Click the Add button The Select Users or Groups dialog box appears Click the Advanced Button Another Select Users or Groups dialog box appears Click the Find Now button In the search results select the OPC group and click OK The Select Users or Groups dialog box displays the OPC group 19 20 21 22 23 24 25 Click OK to return to the Access Permission dialog box The OPC group is displayed in the Group or user names list Select the OPC group and then select the Allow check boxes for Local Access and Remote Access permissions Click OK to return to the Selected OPC Server Properties dialog box In the Configuration Permissions area click Edit The Change Configuration Permission dialog box appears Click the Add button The Select Users or Groups dialog box appears
74. he Proficy HMI SCADA iFIX program group start the System Configuration application The SCU opens On the Configure menu click Security The Security Configuration application appears On the File menu click Import The Select File dialog box appears Browse to the folder that you copied the original RPT file to By default this folder is the C Program Files ProficyWProficy iFIX Local folder Select the file and click Open A message box appears warning you that the imported user accounts will not contain passwords IMPORTANT Be aware that you cannot import a security file exported from another language Click Yes to continue Another message box appears requesting that you replace or add this file to the existing configuration 8 Click Replace IMPORTANT Do not shut down the SCU before moving on to the next set of steps If you did not add passwords to the user accounts before you migrated as described in the Adding Passwords to the RPT File section you could possibly lock yourself out if security is enabled 9 Continue by following the steps in the Reconfigure the Application Features and Passwords for Each User section Reconfigure the Application Features and Passwords for Each User After you import the security configuration RPT file you can proceed to reconfigure the features available for each user and reassign new passwords if you did not already do so Use the Security Configurat
75. his file into the Security Configuration application without the passwords none of the iFIX user accounts will require passwords In this case you would need to re enter each password manually You can avoid this step entirely by editing each account in the report file from a text editor before the migration gt To add passwords to your exported file with the security configuration 1 Open the Security RPT file in a text editor such as Notepad or WordPad By default this file is located in the Local folder on the FIX32 node Search the file for the first instance of the word User in the report For example User GUEST Login name GUEST Timeout 00 00 00 Feature View Insert the text Password after the user s login name Type the user s password after the colon An example of what this might look like is as follows User GUEST Login name GUEST Password GUES Timeout 00 00 00 Feature View Scroll down through the report and repeat steps 3 and 4 for each user in the report Generating a System Configuration ReportBefore you migrate to iFIX with FIX Desktop it s a good idea to create a system configuration report This report includes information that you may need later when you are configuring your SCU It is also helpful if you want to verify your system after the migration This report includes e General node configuration information such as the node and setup file n
76. iFIX 5 1 Any Stratus SCADA nodes that you want to upgrade to use Enhanced Failover will require configuration changes on your iFIX 5 1 SCADA nodes for the Enhanced Failover feature to work properly the same configuration changes as the non Stratus nodes e Custom applications or scripts that were written to synchronize databases or alarms on previous versions of iFIX will no longer be required with Enhanced Failover enabled So as not to interfere with the 5 1 SCADA failover you should remove these custom applications or scripts from your failover configuration The following steps describe how to upgrade your failover system gt To configure your iFIX SCADA nodes after an upgrade if failover was used in a previous release l On the primary SCADA node on the Start menu point to Programs then Proficy HMI SCADA iFIX and then System Configuration The System Configuration Utility SCU appears On the Configure menu click SCADA The SCADA Configuration dialog box appears In the Failover area select the Enable check box if it is not already selected In the Node area verify or select the node type Primary or Secondary In the SCADA Name field verify or enter the name of your partner SCADA node Click the Data Sync Transport button The Data Sync Transport dialog box appears 10 11 From the Description list select the LAN adapter s to use for data synchronization between the SCADA pair th
77. ile size for each picture that includes bitmaps and controls For example a 2 megabyte file that does not include bitmaps and controls requires a 4 to 6 megabyte increase in memory 2 megabyte file that includes bitmaps and controls requires an increase in the memory of 6 to 8 megabytes Disk Space Requirements The Proficy iFIX WorkSpace checks to make sure you have at least 10 MB of disk space when you save a picture or a schedule If there is insufficient disk space the WorkSpace may react unpredictably and you may lose your work To help minimize this problem the WorkSpace warns you if you have less than 10 MB of disk space available Although you can continue loading the software we recommend that you stop iFIX free some disk space then restart Otherwise the WorkSpace may become unstable The WorkSpace examines the iFIX Picture path and the Windows TEMP path when it starts If you change either path so that they reference different drives for example D Program Files Proficy Proficy iFIX and C Temp the WorkSpace requires 10 MB on each drive You may find that 10MB is not enough space to protect against instability during file save operations You can increase this threshold by changing the FreeDiskSpace parameter in the FixUserPreferences ini file This parameter sets the minimum amount of space that the WorkSpace requires in bytes By default the parameter is set as follows AppRunPreferences FreeDis
78. ility troubleshooting your set up working with the Proficy iFIX WorkSpace or setting up a process database or SCADA system after you install iFIX please refer to the following electronic books e Setting Up the Environment e Understanding iFIX e Building a SCADA System General Installation Information This chapter provides general information you need in order to install iFIX including e Hardware requirements including required computer hardware recommended computers required memory and required hard disk space e Installing the hardware key and replacing defective keys e Installing iFIX or iFIX with FIX Desktop e iFIX software requirements including operating systems supported regional settings video drivers optimizing virtual memory and running iFIX as a service e Optional installation features including online registration and installing optional hardware e Installing iFIX with other applications including FIX Desktop Microsoft Office and Proficy Change Management Set up Overview When you are ready to begin setting up your iFIX environment use the following steps to set up your nodes gt To set up your nodes 1 Set up each computer you require Use the section Hardware Requirements as a guide and refer to the user manual that accompanies each computer for detailed setup information Install and optimize Microsoft Windows on each computer as needed Also make sure you cre
79. ion automatically Be aware when you use the Proficy License Viewer in iFIX 5 1 that the part description changed from Failover to SCADA Failover Before installing iFIX it is recommended that you confirm that the SCADA Failover option is enabled on your key iFIX 5 1 software checks the Enhanced Failover option at startup Without this option enabled the Enhanced Failover functionality will not work An error message appears if you try to run iFIX with the SCADA Failover feature If your 5 1 SCADA key does not show the SCADA Failover functionality enabled and you purchased this additional option please contact you sales representative before upgrading When you upgrade your iFIX SCADA node to iFIX 5 1 you will need to make configuration changes on your iFIX 5 1 SCADA nodes for the Enhanced Failover feature to work properly For example the Data Sync Transport dialog box in the System Configuration Utility SCU is new in iFIX 5 1 It requires that you enter the partner s IP address on both the primary and secondary SCADA nodes You can choose to upgrade your iClent View nodes with Failover enabled to iFIX 5 1 or to continue using your iClent View nodes with Failover enabled from any previous version of iFIX There are no additional steps to configure the Enhanced Failover feature on the iClients if you already configured them in previous releases The Alarm Acknowledgement synchronization feature from
80. ion program to open each group profile and user profile assign application features and create a new password if a password is required Use the printout that you created in the Exporting a Report of the Security Configuration as a reference when reassigning the application features to users on the upgraded system This printout lists the original application features available for each user Refer to the following sections when comparing this printed list of features with the features that appear in the Application Features Selection dialog box e Identical Application Features in FIX32 and iFIX with FIX Desktop e FIX32 Application Feature Names That Are Different After the Upgrade e FIX32 Application Features No Longer Available After the Upgrade e New Application Features Available for iFIX Users gt To assign the application features and a password to each user NOTE The SCU should still be open from the previous set of steps in the Import the Security Configuration section 1 On the Configure menu click Security The Security Configuration application appears 2 the Edit menu click User Accounts 3 Select a user and click Modify The User Profile dialog box appears 4 Inthe Password field enter a new password if you want to assign a password 5 Click the Modify button beneath the Application feature list the list on the right side of the window The Application Feature selection dialog
81. is not supported and must not be enabled The power save settings on your computers and dedicated network card NIC must be disabled Do not use any power setting features that affects CPU clock speed If you are using a uninterruptible power supply do not use any power save settings A minimum of 4 GB RAM For better performance please consider using more NOTE To use more than 4 GB of memory on a 32 bit platform in Windows Server 2003 or 2006 you need to use Microsoft Windows 2003 or 2008 Enterprise Server in 32 bit mode Windows Vista and Windows XP do not support Physical Address Extensions so you can only use up to 4GB of memory on these operating systems It is strongly recommended that 1 additional Gigabit Ethernet card be dedicated for SCADA to SCADA traffic for a total of at least 2 network cards The dedicated SCADA to SCADA network card should be excluded from the iFIX to iFIX network not enabled for LAN redundancy and used exclusively for Enhanced Failover synchronization Additionally the wake up upon receiving a socket or and request feature must be disabled on the dedicated SCADA to SCADA network card IMPORTANT Due to limited bandwidth and latency it is strongly advised that you do not use wireless networking technology in your networking solution IMPORTANT You must use a direct connection via a Cat6 crossover cable without going through any switches hubs or routers Jumbo Frames
82. iver please use the following guidelines to resolve any problems you may experience Contact the manufacturer to ensure you have the latest version of the video driver GE Intelligent Platforms has found that the latest version of third party video drivers can fix some problems If the latest version of the video driver does not fix the problem notify the video driver manufacturer to see if they are aware of the problem If all else fails to resolve the problem contact Technical Support Optimizing Virtual Memory Through the use of paging files Windows allocates space on your hard drive for use as if it were actually memory This space is known as virtual memory The following steps describe how to optimize virtual memory in Windows to achieve maximum performance from iFIX gt To optimize the virtual memory paging file for iFIX in Windows 1 From the Windows Control Panel open the System Properties dialog box e In Windows Vista click the System and Maintenance link the System link and then in the Task list click the Advanced System Settings link e n Windows Server 2008 click System and then in the Task list click the Advanced System Settings link In all other versions of Windows in the Control Panel open the System item 2 Open the Performance Options In Windows Vista in the System Properties dialog box click the Advanced tab and in the Performance Options area click Settings Th
83. k For upgrades be aware that you can perform a Custom Backup to backup the files listed above before the upgrade After the upgrade you can restore these files with the Backup and Restore wizard Refer to the Overview of the Backup Process section in the Understanding iFIX electronic book for more information IMPORTANT Do not use a Full Backup from a previous release of iFIX to update the files in the currently installed iFIX folder Issues can occur with upgrade paths and possibly other files Optionally after you upgrade your system with the Custom Backup you can create a new Factory Default Backup that you can use for disaster recovery in replace of the original Factory Default Backup file This information is described in the Using and Creating Factory Default Files and Sample BackupRestore ini sections Proficy Change Management and iFIX If you plan to use Proficy Change Management with iFIX to help you manage your iFIX project files and track changes to these files install iFIX first After you install iFIX you can install Proficy Change Management 5 7 or 5 8 Additionally you need to configure a few items on both iFIX and the Change Management Server as described in the Setting up iFIX for Use with Change Management topic in the Change Management and iFIX e book NOTE If you want to run iFIX with other Proficy products such as Proficy Change Management you will need to upgrade to an M4 key For more in
84. kSpace 10000000 gt To change FreeDiskSpace parameter Shut down the WorkSpace Locate the FixUserPreferences ini file in the Local path Open the file with a text editor and change the FreeDiskSpace parameter to the amount you want Save the INI file and restart the WorkSpace The Hardware Key The hardware key that is currently offered supports USB port configurations The hardware key you use to run iFIX Controls and enables software options available to your installation Uses a utility to electronically reprogram options you choose to upgrade or change 1FIX runs in demo mode for two hours if the key 1s not installed or found Hardware keys from version 2 5 and older will not work with the current version of iFIX The iFIX 2 6 SuperPro keys also do not work with iFIX 5 1 iFIX 5 1 only supports HASP M4 keys NOTES e some cases an electronic file update is not available for reprogramming your key e Ifyou want to upgrade an earlier version of iFIX that came with a Rainbow SuperPro or C key you will need to exchange your key for new one Typically this includes SuperPro keys from iFIX 2 6 and any 2 5 or earlier release e Additionally if you want to upgrade iFIX to run with other Proficy products such as Proficy Change Management or Proficy Plant Applications you will also be required to exchange your hardware key for a new M4 key e You can exchange the older key by contacting your
85. ks to the local install path make sure that you include the same command line options From the SCU Configure menu click Network In the Network Configuration dialog box confirm the information is correct and make changes if necessary From the SCU Configure menu click SQL and then click Configure SQL Tasks In the SQL Task Configuration dialog box make sure that the Primary and Backup paths are correct if used From the SCU Configure menu click Local Startup Paths In the Local Startup Definition dialog box change the path to the folder you copied the project to with the get command 13 From the SCU File menu click Save Save it as the default startup SCU file name or indicate that this is the SCU you want to use on startup 14 Restart 1FIX Enhanced Failover and Upgrading If upgrading from a previous version of iFIX with failover enabled and you want to use the Enhanced Failover feature in iFIX 5 1 be aware that e The Enhanced Failover feature is a keyed option in iFIX 5 1 You must purchase the additional Enhanced Failover option SCADA Failover if you plan to use SCADA Failover in iFIX 5 1 If you had purchased the Ack Failover option in your previous version of iFIX your key upgrade will include the new SCADA Failover option If you purchased the Failover feature when you bought a previous version of iFIX then your iFIX 5 1 plic license file update will enable the Enhanced Failover opt
86. larm ODBC configuration file s Export a report of your system configuration SCU for reference In the SCU on the File menu click Report Refer to the Generating a System Configuration Report section for detailed steps Export a report of your security configuration for reference In the Security Configuration application on the File menu click Export Refer to the Exporting a Report of the Security Configuration section for detailed steps If you have an application created by an Integration Toolkit Database Dynamo Toolkit or System Extension Toolkit from iFIX 2 5 or earlier and you want to use this application with iFIX 5 1 do not uninstall iFIX You must install iFIX 5 1 over your existing iFIX configuration Your toolkit application will not run if you uninstall your previous version of iFIX Be sure to obtain any toolkit updates that you need prior to installing iFIX For instance if you have previously installed the iFIX Productivity Pack for Allen Bradley you must get the updated version prior to upgrading to iFIX 5 1 If you plan to use Enhanced Failover feature provided in iFIX 5 1 review the Enhanced Failover and Upgrading section Steps to Upgrade from an Earlier Version of iFIX gt To upgrade from earlier versions of iFIX 1 Update your license and or hardware key For steps refer to the Upgrading the iFIX License section Log in to Windows with Administrator privileges Ensure
87. lectors will be available for selection as the default Collector Because this feature only supports collectors that read data from iFIX the collectors available for selection are limited to the following e iFIX Native Collector e OPC Collector reading from Intellution OPCEDA or Intellution OPCiFIX OPC servers Electronic Signatures If you use electronic signatures then you should probably not use the integrated Historian feature If a tag requires an electronic signature in Historian and does not in iFIX and a user makes a change in iFIX the user is not prompted for a password Instead the change is made bypassing Historian s electronic signature requirement Result of Not Installing Historian If you choose not to install Historian the following features will not work e iFIX database tags from Database Manager will not automatically be added updated or deleted to or from Historian e users will not be able to update the Proficy Historian tab of Database Manager blocks and e imported or exported database tags will have default values in the Historian field but will not be used Choosing Not to Install Integrated Historian If you do not want to install integrated Historian and continue using Historian as you did before then never do the following e select the Automatically Configure Tags for Collection in Historian on the Proficy Historian tab of the User Preferences dialog box e use Proficy Hi
88. len Bradley but with the Industrial Gateway Server IGS have support for tag creation in over 90 protocols Within Discover and Auto Configure you can also configure the iFIX tags that you want to collect on in Proficy Historian through the iFIX Collector For information on using Discover and Auto Configure with Proficy Historian refer to the Using the Discover and Auto Configure Tool with Proficy Historian section For more information on this tool refer to the Discover and Auto Configure e book Optional HardwareiFIX supports the following optional hardware You may want to purchase one or more of these items to enhance your iFIX system e A Microsoft supported touch screen or other pointing device e A DigiBoard to provide your computer with up to 9 serial ports If you are using multiple I O drivers or multiple ports for one I O driver you may require the use of a DigiBoard GE Intelligent Platforms has tested and supports the Digichannel PC 8E Uninstalling iFIX To uninstall iFIX from the Control Panel in the Add or Remove Programs dialog box click the Remove button next to the Proficy HMI SCADA iFIX 5 1 entry This action launches the install program allowing you to remove the iFIX product If you want to uninstall other items that install along with iFIX such as the 1FIX OPC Client the Proficy Change Management Client API M4 Common Licensing Proficy Discover and Auto Configure applic
89. lick WorkSpace button and then on the Application menu click Options On the Options dialog box select Resources from the navigation plane and then click Register 2 Enter the appropriate fields on the registration form and click Next until all pages are completed Additional Resources You can access many additional resources after you install your product To do so use one of the following procedures NOTE The following procedures apply only to Ribbon view access technical support online 1 Click the Application button and then on the Application menu click Options 2 Inthe Navigation pane click Resources Click Support 4 Click OK on the Resources page gt To access GE Intelligent Platforms online 1 Click the Application button and then on the Application menu click Options 2 Inthe Navigation pane click Resources Click Home Page 4 Click OK on the Resources page gt To determine the software version number 1 Click the Application button and then on the Application menu click Options 2 Inthe Navigation pane click Resources Click About 4 Click OK Click OK Using iFIX and FIX on the Same Computer Although you can run iFIX and FIX Desktop applications at the same time you cannot run iFIX and FIX 7 0 at the same time on a single computer You can have iFIX and FIX 7 0 installed on the same computer however The following sections address issues tha
90. long iFIX uses the Microsoft compression algorithm to try to fit longer paths within this boundary Some paths are not compressible to the 64 character maximum length Please be aware of this In addition make sure that the registry key HKEY LOCAL MACHINENSyst emNCurrentControlSeNControlN FileSystemNNtfsDisable8dot3Na me Creation is not enabled is set to 0 when the install folder is created When set to 1 the compression algorithm is disabled Refer to Microsoft help for more information on the GetShortPathName compression algorithm e After installing a 6x driver the driver is listed in the SCU in the Drivers Available dialog box which can be accessed from the I O Driver Name browse button in the SCADA Configuration dialog box You need to manually add the driver to the Configured I O Drivers list in the SCADA Configuration dialog box 9 Click Next to continue NOTES e Ifyou selected a Custom install instead of Complete the Select Features screen appears Select the features you want to install and click Next e Ifyou chose a Complete or Custom install and do not have a web server installed a warning message appears indicating that WebSpace component is not available for install Click OK to close the dialog box 10 11 12 13 The Ready to Install Program screen appears Click Install The progress of the installation displays on screen as the files are copied After a few minute
91. mes are used for FIX32 and iFIX with FIX Desktop e Background Task Exit e Database Reload e Database Save e Historical Trend Assign e Historical Trend Collection e Historical Trend Export e Recipe Load e Recipe Save e Security Configuration e System Configuration e System User Login e System User Logout e Tag Group Editor NOTE While the Tag Group Editor applications may be different executables for Draw and the Proficy iFIX WorkSpace they both use the same application feature FIX32 Application Feature Names That Are Different After the Upgrade After you upgrade to iFIX with FIX Desktop you will notice that some of the FIX32 features correspond to different names in iFIX with FIX Desktop These features do not automatically appear in the user s application feature list You need to add these again For instance to allow a user to access Draw you need to add the WorkSpace Configure feature to the user s application feature list By doing this the user has the same access to both Draw and the Proficy iFIX WorkSpace in configure mode Similarly to allow access to the View application you need to add the WorkSpace Runtime feature to the user s application feature list By doing this the user has access to both View and the Proficy 1FIX WorkSpace in run mode The application feature names are different because they take into account changes to support the iFIX system As another example since the FIX32
92. mmended Computers section NOTE use more than 4 GB of memory on a 32 bit platform in Windows Server 2003 or 2006 you need to use Microsoft Windows 2003 or 2008 Enterprise Server in 32 bit mode Windows Vista and Windows XP do not support Physical Address Extensions so you can only use up to 4GB of memory on these operating systems SpeedStep technology is not supported and must not be enabled The power save settings on your computer must be disabled Do not use any power setting features that affect CPU clock speed If you are using a uninterruptible power supply do not use any power save settings A minimum of 2 GB RAM Refer to the Memory Requirements section for more information For better performance please consider using more A minimum of 1 GB of free hard drive space to install a typical iFIX system including pictures databases alarm files other data files and help Even after allowing for an extra GB for iFIX it is strongly recommended that many GBs of additional free space exist on the hard drive to avoid performance issues Be aware that iFIX alarm and historical data files grow dynamically If you plan to perform extensive alarm or data collection on a node you may need more disk space on that particular node Other Proficy products such as Proficy Plant Applications Proficy Historian and Proficy Real Time Information Portal impose additional requirements Refer to the Important Pr
93. mputer restarts log in to Windows with the same user name with Administrator rights IMPORTANT If upgrading from FIX v7 to iFIX with FIX Desktop do not start iFIX yet Refer to the Overview of Steps to Upgrade from FIX 7 x section for information on how to proceed If you installed Historian proceed to install the required Historian Service Pack and SIM The SIM provides you with the new verison of the Historian toolbar that includes the Configure Historian Server button and the new VisconX button Using iFIX with Proficy Historian Beginning with iFIX 5 0 you can easily configure Proficy Historian to be your historian The application is integrated with iFIX which means that after configuring the Proficy Historian you can perform the following tasks in iFIX e Set Proficy Historian tags for collection for the iFIX database e Insert a Historical Data Link into your picture in the 1 WorkSpace e Use VisiconX data and grid objects to access Proficy Historian data from the iFIX WorkSpace Although Proficy Historian is integrated with 1FIX you do not have to use Historian in the iFIX WorkSpace you can choose to use Historian as a separate application When making your decision on how you want to use Historian keep the following considerations in mind Configuration Considerations Although many of the features of Proficy Historian can be configured in iFIX some cannot They must be configured directly
94. name them or move them to a folder located outside the iFIX picture path Dynamo set files have an fds extension and are located in the C Program Files Proficy Proficy folder by default Be aware that when you upgrade iFIX the Dynamos in pre built Dynamo sets and the Dynamos created before iFIX 4 5 are not considered Dynamo objects This means you cannot use the Quick Dynamo Updater the Dynamo Updater Wizard and the Cross Reference Tool available in iFIX 4 5 and greater to update instances of these Dynamos within existing pictures Only Dynamo objects created in the newer version of 1FIX can be updated with these tools Pre built Dynamos include the following Dynamo sets e Historical fds e Miscellaneous fds e Motors fds e Pipes fds e PipesAnim fds e Pumps fds e PumpsAnim fds e Tanks fds e TanksAnim1 fds e TanksAnim 2 fds e Valves fds e ValvesAnim fds Deleting Temp Directory Contents if iFIX Installation Fails When upgrading to iFIX in some cases the installation will run too quickly taking only a few seconds or hang and not complete the process In both cases the product will not successfully install If this happens delete the contents of the Temp directory and run the installation again Alarm Summary Objects and Picture Translation For each picture created in a previous release that uses the picture translation feature and includes an Alarm Summary object s you must
95. nderstanding Environment Protection section Steps to Enable Environment Protection The steps below explain how to enable environment protection feature after you upgrade gt To enable the environment protection feature after you upgrade 1 Start iFIX 2 Shut down View and the WorkSpace if either is running If you want to use the Disable Pop up Menu option open the FixUserPreferences ini file in the C Program Files Proficy Proficy iFTX Local folder In the AppRunPreferences section make the following change PopUpMenu 0 When the PopUpMenu 1 then the right click pop up menu is not available When this value is set to 0 the pop up menu is available in View To set the other environment settings open the Proficy iFIX WorkSpace In Classic view on the WorkSpace menu click User Preferences Or In Ribbon view on the Home tab in the WorkSpace group click Settings and then click User Preferences Select the Environment Protection tab 5 Select the Enable Run Time Environment Protection check box After you enable this setting the check boxes below become available 6 Select the options that you want to enable Use the table in the Understanding Environment Protection section as a guide when assigning these options NOTE After you enable the environment protection feature in WorkSpace you must shutdown View if it is still running and restart it for the environmental protection set
96. nding Environment Protection in iFIX When you upgrade to iFIX with FIX desktop there are environmental protection settings that apply to both iFIX and View There is also a FIX32 environmental protection setting that is unavailable after the upgrade However with the upgrade there are also new settings now available in the Proficy iFIX WorkSpace The sections that follow describe these changes Settings that Apply to Both the Proficy iFIX WorkSpace and View From the Environment Protection tab of the User Preferences dialog box the following settings apply to both View and WorkSpace in run mode e Disable Title Bar and Menu Bar e Disable Menu Bar e Disable lt Ctrl gt lt Alt gt lt Del gt e Disable Task Switching FIX32 Setting Still Available After the Upgrade The only environmental protection setting that does not appear in the Environment Protection tab of the User Preferences dialog box is as follows Disable Pop up Menu This setting is still available for FIX Desktop View however you must enable this setting through the FixUserPreferences INI file New Settings for the Proficy iFIX WorkSpace The remaining environmental protection options are new for the Proficy iFIX WorkSpace e Disable WorkSpace Menu Pulldown e Disable VBE Access e Disable WorkSpace File Menu Accelerators e Disable Open Accelerator e Disable Print Accelerator For more details on these settings refer to the table in the U
97. nds 3COM plug in boards and built in network adapters from Compaq Dell and Gateway If you have difficulty networking your computer refer to the Troubleshooting chapter of the Setting Up the Environment manual to pinpoint and resolve your problems Supported File ServersGE Intelligent Platforms supports using a file server to store System Configuration Utility alarm area database security historical and recipe data files and file server based iClients iFIX does not require a file server The following operating systems for file servers are recommended e Microsoft Windows Server 2003 e Novell NetWare If you use a NetWare file server it is recommended that you use Microsoft s Client Service for NetWare on your iFIX node Refer to your file server documentation for installation and configuration instructions If a file server becomes unavailable and an iFIX node attempts to access a file you may experience no response slow response or time outs These conditions are a result of continuously polling all available drives while it waits for a response from the file server It is recommended that you store a backup copy of the files you need on the local node It is not recommended that you use the file server for files if it is susceptible to failure Handling Time Zones when Using Networked FIX 6 15 and iFIX Nodes In FIX 6 15 time zones are ignored when passing alarms over the network For example if a FIX 6 1
98. ned Common Questions About Hardware Keys This section describes some frequently asked questions about iFIX hardware keys What Does the Light At the End of the USB Key Indicate The light indicates that the key and the software are communicating If this light is off it indicates a problem with the key If Move the USB Key To Another Port Is It Automatically Detected Yes The USB key is automatically detected when moved to another USB port There are no additional screens requesting software to be installed for the Aladdin HASP USB key Software Requirements The minimum iFIX including FIX Desktop software requirements are e One of the following operating systems Microsoft Windows XP Professional Service Pack 3 or greater Since Windows XP has continuous updates you should run the Windows update feature to get the latest software Microsoft Windows Server 2003 Service Pack 2 or greater Standard or Enterprise Edition Since Windows Server 2003 has continuous updates you should run the Windows update feature to get the latest software Microsoft Windows Server 2008 32 bit only Service Pack 2 Standard or Enterprise Edition Since Windows Server 2008 has continuous updates you should run the Windows update feature to get the latest software Microsoft Windows Vista Service Pack 2 Business Enterprise or Ultimate Edition Since Windows Vista has continuous updates
99. nge the permissions on these files you must be logged in as an Administrator Use the following steps gt To change permissions on a file 1 Open the File Explorer 2 Right click the PlugandSolve fxg or user fxg file in your iFIX PIC folder and select Properties The Properties dialog box appears NOTE If the Security tab does not appear in Windows XP open Windows Explorer From the Tools menu choose Folder Options The Folder Options dialog box appears Click the View tab Clear the Use simple file sharing Recommended check box and click OK 3 Select the Security tab 4 Click the Advanced button The Advanced Security Settings for file name dialog box appears where file name refers to the name of the file you selected in step 2 5 On the Permissions tab for the specified user check the Inherit from parent the permission entries that apply to child objects Include these with entries explicitly defined here 6 Repeat steps 1 5 for the other file Advanced Historian Not Supported Advanced Historian is not supported in iFIX 2 6 and greater So you cannot use Advanced Historian with 1FIX 5 1 If you have Advanced Historian installed contact your local iFIX sales representative about upgrading to Proficy Historian Proficy Historian Beginning with iFIX 5 0 Proficy Historian is integrated with iFIX However using Historian in an integrated manner is entirely optional Historian can still be used
100. nifest 1 Create a text file named yourappname exe manifest where yourappname is the name of the application you want to elevate In a text editor such as Notepad open yourappname exe manifest Paste the following lines of code into the text file lt xml version 1 0 encoding UTF 8 standalone yes gt assembly xmlns urn schemas microsoft com asm vi manifestVersion 1 0 gt lt assemblyIdentity version 1 0 0 0 processorArchitecture X86 name yourappname type win32 gt lt description gt Description of your application lt description gt Identify the application security requirements trustInfo xmlns urn schemas microsoft com asm v2 security lt requestedPrivileges gt lt requestedExecutionLevel level highestAvailable uiAccess false gt lt requestedPrivileges gt lt security gt lt trustInfo gt lt assembly gt 4 Save the file in the same folder as the yourappname exe where yourappname is the name of the application you want to elevate TIP If yourappname exe was built with an internal manifest yourappname exe will ignore the external manifest created in the above manner Instead you need rebuild the application with the new elevation information IMPORTANT If you have run the executable before performing the above steps and it failed to work see this link for information on adding a manifest after the fact http blo
101. not access this dialog box from Draw Instead you configure all environmental protection options in the Proficy iFIX WorkSpace gt To record your current environment protection settings 1 Start FIX 2 Open the Draw application On the Edit menu click Environment The Environment Protection dialog box appears 4 Inspect and record the enabled options Backing Up FIX Files After you create the support files for your recipe and I O driver upgrades you can proceed to back up your FIX 7 x files Create a new folder on your computer separate from the FIX 7 x FIX32 folder for the files you want to save After you back up the FIX files you may also want to copy this new folder to another location such as a network drive or a removable media as a safeguard until the migration is complete The following table lists the files and folders that you must back up Files or Location Description Folder to of FIX32 Copy Component PDB FIX32 PDB Process CSV database and GDB all driver driver configuration configuration files files ODF FIX32 PIC Picture files ODT FIX32 PIC Template files for pictures TGE FIX32 PIC Tag Group Editor files FIX32 PIC Key Macro Editor files Files or Folder to Copy Location Description of FIX32 Component LYT FIX32 PIC Layout files SBL FIX32 PIC Custom Dynamos RC
102. obalCare Support web site http www ge ip com support To install the driver follow the instructions that came with your driver CD or with your download If you install a driver from the web the process generally entails extracting files from a EXE and running a simple install program or manually copying files Refer to the driver documentation for information on the install process After obtaining and installing the latest drivers it is recommended that you check for the latest patches for the iFIX product Obtain all applicable iFIX SIMs and add ons from the Proficy GlobalCare Support web site http www ge ip com support Install these SIMs on top of the current iFIX installation gt To install the newest drivers and iFIX product SIMs IMPORTANT You must install the most current drivers before you migrate the Process Database PDB files from FIX32 to iFIX This step is necessary so that your FIX32 applications can migrate properly to iFIX 1 Obtain the latest the most current Driver CD or the driver update from the GlobalCare Support web site http www ge ip com support 2 Follow the instructions that came with your driver CD or the information included with the driver download 3 Check for the latest patches for the iFIX product Obtain all applicable iFIX SIMs and add ons from the GlobalCare Support web site http www ge ip com support 4 Install these SIMs on top of the installed 1FIX product
103. oduct Information IPI topic in the product s electronic books for specific system requirements Click the System Req tab in that product s IPI for details A DVD drive A MBit TCP IP compatible network interface adapter for network communication and certain I O drivers NOTE iFIX no longer supports NetBIOS One free direct connect USB port Some touch screens pointing devices and I O drivers require a serial port Additional ports for I O hardware should be ordered with the computer SVGA or better color monitor with a 24 bit 16 777 216 colors graphics card capable of at least 1024x768 resolution Two button mouse or compatible pointing device such as a touch screen that is capable of opening a context menu iFIX with Enhanced Failover Enabled For Proficy HMI SCADA iFIX computers with SCADA Enhanced Failover features enabled the recommended minimum hardware requirements are for both primary and secondary computers IMPORTANT The minimum requirements below assume that you are running only a SCADA server without additional applications such as EDA or FIX Desktop applications If you want to run more applications you will need to increase your hardware support for better performance e GHz Dual Core CPU or better computer For better performance please consider using higher Be aware that the computer must be Dual Core a single hyperthreaded core is not supported e SpeedStep technology
104. oments a message box appears asking if you would like to review the release notes Click Yes to view the release notes Close the release notes after you finish reviewing them to resume the install The Setup Complete dialog box appears Click Yes to restart your computer now or No to do it later Click Finish NOTE Be sure to restart your computer before starting iFIX As the computer restarts log in to Windows with the same user name with Administrator rights Upgrading the iFIX License The instructions for upgrading your iFIX license depend on the key you have and the enabled options you want You may need to run an update program or you may need to exchange your key for a newer one iFIX 5 1 only supports HASP M4 keys The version and type of key you have should appear imprinted on the outside of the key If you do not know what type of key you have check the label on the physical key If you are still unsure whether you need to exchange your key for a new one contact your iFIX sales representative Upgrading from iFIX 2 6 or Later When you upgrade to iFIX 5 1 from iFIX 2 6 or later you are required to update the license on each iFIX machine If you have an M4 key GE Intelligent Platforms provides utilities to help you perform this task If you have 1 Key you must replace it This requires you to physically remove the M1 key and insert the new hardware key For steps on how to install a hardware
105. or Remote Access NOTE This setting is necessary for applications that use OPCenum exe to function and also for some OPC Servers and OPC Clients that set their DCOM Authentication Level to None to allow anonymous connections If you do not use such applications you may not need to enable remote access for anonymous logon users Select the user labeled Everyone and then select the Allow check box for Remote Access IMPORTANT Since Everyone includes all authenticated users it is recommended to add these permissions to a smaller subset of users One way of doing this is to create a Group named OPC and add all user accounts to this Group that will access any OPC server Then substitute OPC everywhere that Everyone appears in the entire DCOM configuration dialogs Click OK to close the Access Permissions dialog box and return to the My Computer Properties dialog box 5 Click Launch and Activation Permissions Edit Limits The Launch Permission dialog box appears For each user or group preferably add the OPC group that needs to launch or activate the OPC server or participates in OPC DCOM communications make sure that the Local Launch Remote Launch Local Activation and Remote Activation check boxes are selected 6 Click OK to save your changes then click OK again to save and close the My Computer Properties dialog box OPC Server specific DCOM Settings The follo
106. or elevation using an external manifest Create a text file named yourappname exe manifest where yourappname is the name of the application you want to elevate 2 Inatext editor such as Notepad open yourappname exe manifest 3 Paste the following lines of code into the text file lt xml version 1 0 encoding UTF 8 standalone yes gt assembly xmlns urn schemas microsoft com asm v1 manifestVersion 1 0 gt assemblyIdentity version 1 0 0 0 processorArchitecture X86 name yourappname type win32 gt lt description gt Description of your application lt description gt Identify the application security requirements gt trustInfo xmlns urn schemas microsoft com asm v2 security requestedPrivileges requestedExecutionLevel level highestAvailable uiAccess false requestedPrivileges security lt trustInfo gt lt assembly gt Save the file in the same folder as the yourappname exe where yourappname is the name of the application you want to elevate TIP If yourappname exe was built with an internal manifest yourappname exe will ignore the external manifest created in the above manner Instead you need rebuild the application with the new elevation information IMPORTANT If you have run the executable before performing the above steps and it failed to work see this link for information on adding a manifest after the fac
107. or iFIX Webspace sessions in addition to Microsoft Internet Explorer 7 and 8 Mozilla Firefox amp 3 0 3 1 x or 3 5 is also supported If using the Historian Excel Add In Microsoft Office XP Office 2003 or Office 2007 SP1 is required If using VisiconX and Proficy Historian you must install the Historian 3 5 OLE DB driver e One of the following relational database applications if relational database software is used with iFIX e Microsoft SQL Server 2005 SP2 and higher e Microsoft SQL Server 2008 e Oracle 10g e Oracle 11g e Microsoft Access 2000 or higher Microsoft Access is supported for local installs only Third Party Software Installed During the iFIX Install Please note that Microsoft VBA 6 4 software is automatically installed with iFIX If the versions of VBA on the iFIX DVD are newer than the versions on your computer then the iFIX install updates the version on your computer Supported Regional SettingsiFIX supports the following regional settings available in the Windows Control Panel e Decimal symbol one character e Digit grouping symbol e List separator one character e Time style e Time separator e Short date style e Date separator NOTE The decimal symbol and the digit grouping symbol cannot be the same character Also the time separator and the date separator cannot be the same character Formatting the Time and Date Avoid changing the time style
108. or short date style in regional settings to values that are outside of the standard styles provided Changing these values to non standard styles may result in improperly formatting times and dates in some parts of iFIX iFIX supports the following short date formats some of which may not be available in certain language versions of Windows e dd mn yy or dd mm yyyy e dd yy mm or dd yyyy mm e mm dd yy or mm dd yyyy e mm yy dd or mm yyyy dd e yy dd mm or yyyy dd mm e yy mm dd or yyyy mm dd Formatting the Regional Language Setting Avoid changing the language setting once a timer has been used in a schedule If changed the date always reverts to 30 12 99 regardless of what you set the start time to be Setting the System Default Locale The selected locale must be set as the system default Language Support The iFIX English product is supported on English non English single byte double byte and Cyrillic Windows Operating Systems running English Regional Settings For a detailed list of the iFIX supported Operating Systems refer to the Software Requirements section in this chapter The iFIX product is also available in other languages The following table outlines the currently supported languages and operating systems For more information on the available iFIX versions for each language contact your regional Sales Representative Product Language Chinese iFIX Japanese iFIX Polish iFIX
109. press Enter The Local Security Policy window appears In the tree double click Security Settings and then Local Policies to view the contents of the Local Policies folder Click the User Rights Assignment item to view the policies Double click the Create Global Objects policy The Create Global Object Properties dialog box appears Click Add User or Group The Select Users or Groups dialog box appears Enter an individual user name or group name such as Power Users Click OK to add the user gt To allow a user who is not an Administrator to run iFIX as a service l In Windows Server 2008 click the Start button and in the Search box type Command Prompt and press Enter If the Command Prompt does not appear immediately double click the Command Prompt from the list of results In the Command Prompt window type GrantUserFixServiceRights GRANT FIX USERNAME where FIX is the name of the service GFIX that you want to grant rights to and USERNAME is the name of the user or group that you want to grant rights to Running iFIX as a Service with Other Services If you plan to run iFIX as a service on Windows Server 2008 along with other services such as the 1FIX scheduler the OPC A amp E Server and the OPC DA Server make sure that your user has the rights to start stop pause all of those services A user who is a member of the Administrators group usually has all these privileges This can be
110. r also running as a service If you want to run the OPC Client driver on the Microsoft Windows Vista operating system be sure to check with the vendor of your OPC Server software to see if your OPC Server supports Vista Third Party OPC Servers Be aware that at the time of the iFIX 5 1 release there were a limited number of OPC Servers supported on Windows Vista 1FIX was tested with the OPC20iFIX exe Intellution OPCiFIX Server an OPC 2 05a out of process Data Server Proficy Historian You cannot install or use the Proficy Historian on Windows Vista In other words you cannot collect iFIX data with Proficy Historian or chart against Proficy Historian tags in Windows Vista Proficy Change Management Running the Proficy Change Management PCM Server or the Client Scheduler on iFIX 5 1 nodes is not supported on Microsoft Windows Vista since Proficy Change Management 5 6 and 5 7 do not support Windows Vista Terminal Server iFIX does not support running a Terminal Server on Windows Vista or an upgraded server running Remote Desktop Protocol RDP 6 0 However iClients installed on Windows Vista using RDP 6 0 can connect to a server node running Windows 2000 Server Windows 2000 Advanced Server or Windows Server 2003 with RDP 5 0 5 1 or 5 2 Drivers and DAC If you want to run a driver on the Microsoft Windows Vista operating system be sure to check with the vendor of your driver software
111. r the Services key in the registry Therefore when you install 1FIX 5 1 it overwrites the entry for FIX 7 0 Each product needs to have its own Services key FIX 7 0 runs correctly if it is not run as a service The workaround for this problem is to edit the registry so that the Services key points to the service executable in the correct path The key is located in HKEY LOCAL MACHINENSystemWCurrent ControlSet Services Fix Set the ImagePath value to the correct path for fixsrv exe Installing iFIX after Uninstalling iVisualize If you have uninstalled 1Visualize you must modify the FixUserPreferences ini file before installing iFIX 5 1 This file is located in the C Program Files Proficy Proficy iFIX Local folder The section AppConfigPicturePreferences contains the following lines TotalConfigPicturePath 1 PicturePath 0 C Program Files Proficy Proficy iFIX PDB PanelStart ivs Change TotalConfigPicturePath 1 to TotalConfigPicturePath 0 and delete the line that reads PicturePath 0 C Program Files Proficy Proficy iF X PDB PanelStart ivs You will then be able to install iFIX 5 1 Using iFIX with Microsoft Office You can use the Microsoft Office family of products and iFIX on the same computer However to ensure that VBA works correctly install Microsoft Office products before installing iFIX Use the following table as a guide for installing and removing either product If you And you Then
112. rade to iFIX 5 1 from iFIX 2 5 and earlier you are required to replace your existing hardware key and license with a new hardware key and license You should return your old key to GE Intelligent Platforms For information about obtaining a new hardware key and license or returning your old key contact your iFIX sales representative For more information about the new hardware key see The Hardware Key section of this manual Preserving Settings when Upgrading When iFIX is installed all previously existing configuration files in the iFIX Local folder with the exception of the Res dll files are backed up to the C Dynamics Config Files Backup folder To preserve these settings after the install copy your customized changes from these backup files into each current file located in the Local folder Do not copy and paste the entire file into the Local folder because it would overwrite any new settings installed with iFIX 5 1 Notes on Database Dynamos and Custom Programs that Run with iFIX Startup When you install the newest release of 1FIX the product install program places a new version of the startup control file FIX INI into your iFIX Local directory The previous version of this file is copied to the iFIX Config Files Backup folder along with the other configuration files If you configured Database Dynamos also known as loadable blocks or other custom programs to run as part of iFIX startup you should compare
113. rs reside on a different machine than the iFIX WebSpace Server SpeedStep technology is not supported and must not be enabled on either server iFIX WebSpace Server The following minimum hardware recommendations apply when using the iFIX WebSpace Server on a low end machine supporting less than five iFIX WebSpace sessions and iFIX projects with pictures that have a small number of animation shapes and bitmaps A 2 0 GHz Dual Core CPU or better computer Be aware that the computer must be at least Dual Core a single hyperthreaded core is not supported SpeedStep technology is not supported and must not be enabled The power save settings on your computer must be disabled Do not use any power setting features that affect CPU clock speed If you are using a uninterruptible power supply do not use any power save settings A minimum of 2 GB RAM For better performance please consider using more NOTE To use more than 4 GB of memory on a 32 bit platform in Windows Server 2003 or 2006 you need to use Microsoft Windows 2003 or 2008 Enterprise Server in 32 bit mode Windows Vista and Windows XP do not support Physical Address Extensions so you can only use up to 4GB of memory on these operating systems A 100BaseT network adapter for optimum performance A minimum of 1 GB of free hard drive space Even after allowing for an extra GB for iFIX it is strongly recommended that many GBs of additional free spac
114. s when the install finishes copying the files the Proficy 1FIX Configure Wizard dialog box appears Enter the Node Name Node Type and Connectivity Type if applicable and then click OK A message box appears prompting you to install Proficy Historian If do not want to install Historian click No and proceed to step 15 If you want to install Historian click Yes The Historian installation screen appears NOTE If you choose not to install Historian the following features will not work e iFIX database tags from Database Manager will not automatically be added updated or deleted to or from Historian e You will not be able to update the Proficy Historian tab of Database Manager blocks e Imported or exported database tags will have default values in the Historian field but will not be used e The FixtoHist exe and Historical Datalink features will be installed but will not work without Proficy Historian 14 Install Historian To do so a Click Next The Select Components screen appears b Choose the components you want to install and click Next The Select OPC Alarm and Event Servers screen appears NOTE If you only want to install collectors on this node do not install the Historian server clear the Server check box c Select the OPC Alarm and Event Servers you want to use and click Next The Select OPC Servers screen appears d Select the OPC Servers you want to use and click
115. s turned off Your computer is at risk of attacks and intrusions from outside sources such as the Internet We recommend that you click the General tab and select On Programs and Services Name File and Printer Sharing O Microsoft Management Console opcenum exe Proficy HMI Scada iFIx Communications Remote Assistance Remote Desktop L1UPnP Framework Add Program Add Port Display a notification when Windows Firewall blocks a program What are the risks of allowing exceptions 14 Complete steps 9 13 for each OPC server that you want to access NOTES lfany OPC server that you want to use is a dll surrogate an in process dll and not an exe you must add Mystem32Ndllhost exe into the Exceptions list e You must also add the GE Intelligent Platforms OPC Client driver by adding the file OPCDrv exe into the Exceptions list e OPCENUM must reside on the remote machine with the OPC server While most OPC Server applications install and register this file some do not You can download this file from www opcfoundation org Currently it is contained within the OPC Core Components 2 00 Redistributable 2 30 msi file After you download OPCENUM run the msi file Setting Up DCOM for Use with Remote OPC Servers iFIX supports DCOM Distributed Component Object Model to browse remote OPC Servers If you want to grant only certain users permission to launch or access the remote OPC ser
116. s use UNC pathing rather than mapped network drives For example use a path like this myserver users mydb mdb instead of this d myserver users mydb mdb for your data source Otherwise you may experience connection errors Be sure to select the Remember my password check box in the Connection dialog box when setting up your UNC pathing By doing this the next time you log in your connection will succeed without failing For example you add a system data source ODBC with a mapped network drive for use with VisiconX When you configure a VisiconX data control and select a data source on the Database tab an error appears error number 2147467259 indicates that you do have a valid path To resolve this issue configure your data source with UNC pathing instead EDA Applications and Windows Server 2008 When running an iFIX Easy Database Access EDA application on Windows Server 2008 you may experience errors due to inadequate permissions For instance the logged in user may not have enough permissions to create the necessary global memory that the application requires or the user may not be running an application with the fullest permissions running elevated The Allocation of Shareable Memory Failed message is one of the messages that can appear in this scenario To resolve these types of issues elevate the application to the fullest privileges gt To mark an application for elevation using an external ma
117. sh when the licensing install completes Replacing Defective Hardware Keys A defective hardware key causes your Proficy product to run in Demo mode In iFIX that means you will only be able run in iFIX in DEMO mode Be sure to check that the key is firmly attached to your USB port before assuming it is defective Additionally if the indicator light at the end of the key is off then the key is not communicating correctly You can also use the License Viewer to determine if the hardware key is defective If your hardware key is defective the License Viewer does not display the proper enabled options Or an error message stating that a hardware key is required to view the enabled options may appear For more information on using the License Viewer refer to the License and Key Checking section GE Intelligent Platforms replaces defective keys as quickly as possible To obtain a replacement hardware key Call your local GE Intelligent Platforms technical support representative The support representative will instruct you to FAX a completed copy of a Merchandise Return Authorization form On receipt of the form GE Intelligent Platforms can program a new hardware key and send it to you overnight When you receive the hardware key you must return the old one along with a copy of the form sent with the new hardware key GE Intelligent Platforms reserves the right to invoice you for defective hardware keys that are not retur
118. sion Ist file from the iFIX directory C Program Files Proficy Proficy iFIX 5 Copy the original tables Ist file to the iFIX directory 6 Restart the WorkSpace Using Code Written for Pictures in iFIX 2 1 Code written to position or size a picture using the ActiveWindow object in iFIX 2 1 may produce different results in an iFIX 5 1 system using multiple monitors with autoscale disabled The incorrect positioning and sizing occurs because the ActiveWindow object in 2 does not account for the disabled autoscale in 5 1 You can access the ActiveWindow object directly from the documents collection or by calling the OpenPicture subroutine To correct the sizing and positioning multiply the parameters in the 2 1 script by the number of monitors For example In iFIX 2 1 you opened a picture on the second monitor of a dual monitor system by issuing the following command openpicture picture grf 0 50 In iFIX 2 6 and later open a picture on the second monitor of a dual monitor system by issuing the following command openpicture picture grf 0 100 Database Dynamos Database Dynamos also known as loadable blocks will require updates to work with iFIX 5 1 If you have old Database Dynamos on your system the iFIX install program will detect them and generate a warning message This includes any Database Dynamos that you downloaded from the Support web site or installed from the Allen Bradley Productivity
119. st re enter the passwords manually See the Adding Passwords to the RPT File section for details This policy is for security purposes After you install iFIX and FIX Desktop in the same language as the original install you can import this report file into your new security configuration to recreate the user accounts on the upgraded system You can also use this printed report as a cross reference when you reassign the new application features to each user gt To export a list of user accounts 1 Start the current installation of FIX if it is not already running If security is enabled log in using a user account with Administrator rights Start the System Configuration Utility SCU On the Configure menu click Security to enter the Security Configuration On the File menu click Export The Select File dialog box appears Browse to the folder that you want to save the file to By default this folder is the FIX32 Local folder Most likely you will want to save this file to the location where you backed up the other FIX files Use the default name for the RPT file which is Security RPT 8 Click Save 9 Open this report in a text editor such as Notepad or Wordpad and print a copy Adding Passwords to the RPT File The report file that you export from the Security Configuration application does not include user passwords This is done to protect your system If you later try to import t
120. storian fields in iFIX Database Manager to configure anything in Historian Post Installation Steps for Historian If you choose to install Historian there are post installation steps you will need to perform For more information see Configuring iFIX to Use Proficy Historian and Configuring Security When Using iFIX with Proficy Historian Configuring Security When Using iFIX with Proficy Historian Beginning with iFIX 5 0 iFIX configures Historian by adding and deleting tags and changing tag properties Therefore applicable security measures must be configured However tag level security and Historian domain security cannot be configured in the iFIX application it must be done in Historian For Historian domain security see User Privileges for Starting a Collector in the Historian eBook For all other security considerations for Historian see the chapter Implementing Historian Security in the Historian eBook Configuring iFIX to Use Proficy Historian The following table describes the process for configuring iFIX to run with Proficy Historian Configuration Process Stage Description If upgrading from a previous release of iFIX and you have Historian installed on the PC shut down Historian services and licensing prior to installing iFIX and Historian During the iFIX install when prompted choose to install Historian Start iFIX and the WorkSpace Verify that Historian Ser
121. sue make sure that your system data sources use UNC pathing rather than mapped network drives For example use a path like this myserver users mydb mdb instead of this d myserver users mydb mdb for your data source Otherwise you may experience connection errors Be sure to select the Remember my password check box in the Connection dialog box when setting up your UNC pathing By doing this the next time you log in your connection will succeed without failing For example you add a system data source ODBC with a mapped network drive for use with VisiconX When you configure a VisiconX data control and select a data source on the Database tab an error appears error number 2147467259 indicates that you do have a valid path To resolve this issue configure your data source with UNC pathing instead EDA Applications and Windows Vista When running an iFIX Easy Database Access EDA application on Windows Vista you may experience errors due to inadequate permissions For instance the logged in user may not have enough permissions to create the necessary global memory that the application requires or the user may not be running an application with the fullest permissions running elevated The Allocation of Shareable Memory Failed message is one of the messages that can appear in this scenario To resolve these types of issues elevate the application to the fullest privileges gt To mark an application f
122. supported SpeedStep technology is not supported and must not be enabled The power save settings on your computer must be disabled Do not use any power setting features that affect CPU clock speed If you are using a uninterruptible power supply do not use any power save settings A minimum of 16 GB RAM For better performance please consider using more NOTE use more than 4 GB of memory on a 32 bit platform in Windows Server 2003 or 2006 you need to use Microsoft Windows 2003 or 2008 Enterprise Server in 32 bit mode Windows Vista and Windows XP do not support extended addressing memory mode so you can only use up to 4GB of memory on these operating systems A 100BaseT network adapter A minimum of 1 GB of free hard drive space Even after allowing for an extra GB for iFIX it is strongly recommended that many GBs of additional free space exist on the hard drive to avoid performance issues Be aware that iFIX alarm and historical data files grow dynamically If you plan to perform extensive iFIX alarm or data collection on a node you may need more disk space on that particular node Other Proficy products such as Proficy Plant Applications Proficy Historian and Proficy Real Time Information Portal impose additional requirements Refer to the Important Product Information IPI topic in the product s electronic books for specific system requirements Click the System Req tab in that product s IPI
123. t http blogs msdn com vistacompatte am archive 2006 1 1 1 3 manifest and the fusion cache aspx gt To mark an application for elevation with an internal manifest e Build your application s executable exe file with the elevation information built into it Be aware of issues with fusion cache when you use an external manifest file For more information refer to the MSDN web site http blogs msdn com vistacompattea m archive 2006 11 13 manifest and the fusion cache aspx For more information on User Account Control UAC refer to the Microsoft web site http www microsoft com downloads details aspx familyid ba73b169 a648 49af bc5e a2eebb74c16b amp displaylang en gt To elevate a third party application that you do not own the source code for Microsoft recommends writing a wrapper to invoke the application s executable exe file in an elevated manner If this is not feasible the following is suggested Create a shortcut Ink to the yourappname exe where yourappname is the name of the application you want to elevate Right click the shortcut and select Properties Configure the shortcut to run as an Administrator iFIX and Windows Server 2008 iFIX 5 1 supports Microsoft Windows Server 2008 Standard or Enterprise Editions If you are upgrading your iFIX install be aware that Microsoft does not recommend upgrading Windows XP or 2003 SP1 to Windows Server 2008 When using iFIX in Windows S
124. t 1024x768 resolution Two button mouse or compatible pointing device such as a touch screen that is capable of opening a context menu iFIX with Historian Server For Proficy HMI SCADA iFIX computers with Proficy Historian Server the recommended minimum hardware requirements are A 2 0 GHz Dual Core CPU or better computer Be aware that the computer must be at least Dual Core a single hyperthreaded core is not supported For better performance GE Intelligent Platforms recommends a Dual Core based 3 GHz computer with 4 GB memory or greater NOTE To use more than 4 GB of memory on a 32 bit platform in Windows Server 2003 or 2006 you need to use Microsoft Windows 2003 or 2008 Enterprise Server in 32 bit mode Windows Vista and Windows XP do not support Physical Address Extensions so you can only use up to 4GB of memory on these operating systems SpeedStep technology is not supported and must not be enabled The power save settings on your computer must be disabled Do not use any power setting features that affect CPU clock speed If you are using a uninterruptible power supply do not use any power save settings A minimum of 2 GB RAM For better performance please consider using more If using the Enhanced Failover feature it is strongly recommended that you use 1 additional Gigabit Ethernet card for dedicated SCADA to SCADA traffic for a total of at least 2 network cards A minimum of 1 GB of
125. t grow dynamically Running iFIX as a Service If you are running iFIX as a service please take note of the following information Windows Services In the Windows Services control panel do not stop the iFIX service or make changes to the iFIX configuration This applies to iFIX running on any operating system Enabling iFIX to Run as a Service enable iFIX to run as a service 1 Shut down iFIX 2 Ensure that you are logged in as a user in the Administrators group If not log in as an Administrator now 3 On the Start menu point to Programs Proficy HMI SCADA iFIX and then System Configuration The System Configuration Utility SCU window appears 4 On the Configure menu click Local Startup The Local Startup Definition dialog box appears 5 In the Service area select the Continue running after logoff check box as illustrated in the following figure This configures iFIX to run as a service when you start iFIX Loca Startup Deion TE Local Node Name NODE Local Logical Name NODE Configuration File C PROGRAM FILES PROFICY PR Service Local Node Alias Continue running after Logoff Start FIX at system boot Cancel NOTE The check boxes in the Service area of this dialog box are unavailable while iFIX is running You need to shut down iFIX as you did in step 1 to update them Additionally if you want to start iFIX whenever you start Windows sele
126. t occur when installing iFIX and FIX 7 0 on the same computer NOTE Because the hardware key for iFIX with FIX Desktop is different from the FIX hardware key remember to remove the iFIX hardware key and insert a FIX hardware key before installing or running FIX 7 0 General Notes on Installing FIX and iFIX on the Same Computer When installing FIX 7 0 on a computer that already has iFIX installed or vice versa do not elect to use the current SCU configuration when prompted during the install If you select to use the current SCU both FIX and iFIX will launch with errors when you try to run either program after the install Installing iFIX on a FIX 7 0 Node If you install iFIX on a node that has FIX installed and you have at least one version 7 0 driver installed the registry paths for FIX 7 0 are changed to iFIX paths Therefore when you run a FIX 7 0 application such as the System Configuration Utility you will receive errors To avoid these errors install 1 without I O drivers This preserves your FIX 7 0 paths in the registry Uninstalling iFIX and FIX 7 0 You can install iFIX and FIX 7 0 on the same computer If you subsequently uninstall iFIX you must re install FIX 7 0 Starting up FIX 7 0 After Installing iFIX An application error occurs when you start up FIX 7 0 as a service under Windows after you install iFIX The error occurs because both FIX 7 0 and iFIX 5 1 use the same key name FIX unde
127. tart button and in the Search box type secpol msc and press Enter The Local Security Policy window appears 3 In the tree double click Security Settings and then Local Policies to view the contents of the Local Policies folder 4 Click the User Rights Assignment item to view the policies Double click the Create Global Objects policy The Create Global Object Properties dialog box appears Click Add User or Group The Select Users or Groups dialog box appears Enter an individual user name or group name such as Power Users Click OK to add the user gt To allow a user who is an Administrator to run iFIX as a service 1 In Windows Vista click the Start button and in the Search box type Command Prompt and press Enter If the Command Prompt does not appear immediately double click the Command Prompt from the list of results 2 Inthe Command Prompt window type GrantUserFixServiceRights GRANT FIX USERNAME where FIX is the name of the service GFIX that you want to grant rights to and USERNAME is the name of the user or group that you want to grant rights to Running iFIX as a Service with Other Services If you plan to run iFIX as a service on Windows Vista along with other services such as the iFIX scheduler the OPC A amp E Server and the OPC DA Server make sure that your user has the rights to start stop pause all of those services A user who is a member of the Administrators
128. technology must be used on the dedicated network for Enhanced Failover Jumbo Frames technology allows for an Ethernet frame of 9000 MTU for the payload compared to a frame of 1500 bytes without the Jumbo Frames A minimum of 1 GB of free hard drive space Even after allowing for an extra GB for iFIX it is strongly recommended that many GBs of additional free space exist on the hard drive to avoid performance issues Be aware that iFIX alarm and historical data files grow dynamically If you plan to perform extensive alarm or data collection on a node you may need more disk space on that particular node Other Proficy products such as Proficy Plant Applications Proficy Historian and Proficy Real Time Information Portal impose additional requirements Refer to the Important Product Information IPI topic in the product s electronic books for specific system requirements Click the System Req tab in that product s IPI for details A DVD drive Primary and secondary SCADA computers located physically next to each other in the same location room TCP IP compatible network interface adapter for network communication and certain I O drivers One free direct connect USB port Some touch screens pointing devices and I O drivers require a serial port Additional ports for I O hardware should be ordered with the computer SVGA or better color monitor with a 24 bit 16 777 216 colors graphics card capable of at leas
129. than the default iFIX 5 1 SCU file For instance if you try to start an iFIX 4 0 SCU file in iFIX 5 1 when the names of both SCU files are the same an error message appears instead So be sure to rename your iFIX 4 0 SCU file to something other than the startup default file name before opening it in the iFIX 5 1 System Configuration Utility After launching the SCU application open the older SCU file Now you can manually update the information in it as described in the steps below Be aware that if you have a Custom Backup available of your node with the previous version installed you also can use that file to upgrade your SCU During the restore make sure you select the Use SCU File from Archive check box If the SCU file name you are upgrading is the same as the 1FIX 5 1 default SCU file name you need to change the path configuration at this point Click on the View Project Path Configuration button to check the current paths In the Project Path edit box enter the 1FIX 5 1 install path This upgrades your SCU file automatically however you still have to manually update other SCU information in the System Configuration Utility as described in the steps below For more information on the restore process refer to the Overview of the Restore Process section IMPORTANT e You do not need to use a Full Backup from a previous release of iFIX if you are just upgrading the SCU file Instead use a Custom Backup Make sure t
130. that there are no iFIX FIX or Proficy processes running and close any other programs that are running Insert the iFIX DVD into your DVD ROM drive The iFIX installation screen appears NOTE If this screen does not automatically appear double click the InstallFrontEnd exe file on the DVD to display it Click the Install iFIX link A message box appears asking you to confirm the install Click Yes to continue The install program starts and the Welcome screen appears Click Next to continue The license agreement screen appears Click I accept the terms of the license agreement if you want to continue and then click Next A message box appears indicating that a previous version of iFIX has been detected Click Yes to upgrade CAUTION If you select No to this message you can no longer run the older version of iFIX By default iFIX installs to the C Program Files Proficy Proficy iFIX folder instead THIS 15 NO LONGER AN UPGRADE Use caution in copying files from your previous iFIX release into your new iFIX install folder The Setup Type screen appears 10 11 12 13 14 Select Complete and then click Next If you selected Custom instead you will be prompted later to select your install features such as 1FTX with FIX Desktop The Ready to Install Program screen appears Click Install The progress of the installation displays on screen as the files are copied After a few m
131. the DCOM configurator 1 From the Start menu select or type Run The Run dialog box appears 2 dcomenfg and click OK The Component Services dialog box appears System wide COM DCOM Limits Settings This procedure modifies the system wide DCOM settings for the computer on Windows XP Windows Vista and Windows 2008 operating systems When these steps are implemented they apply to all programs that use COM DCOM communications on the computer IMPORTANT Be careful when making any system wide security changes Any inadvertent changes may affect the entire system and may cause some or all programs to stop working For Windows XP Windows Vista and Windows 2008 gt To update system wide COM DCOM limits settings 1 On the Component Services dialog box expand Component Services then expand the Computers item Right click My Computer and choose Properties The My Computer Properties dialog box appears Click the COM Security tab There are four permissions on this dialog box You may need to make changes to the Edit Limits for Access Permissions and Launch and Activation Permissions Do not change the Edit Default settings since this will change the default settings for all programs and applications running on the computer Click Access Permissions Edit Limits The Access Permission dialog box appears Select the user labeled ANONYMOUS LOGON and then select the Allow check box f
132. the new FIX INI file in the Local folder against the FIX INI file stored in the Config Files Backup folder If you find any changes between the two files add the necessary lines to the new FIX INI stored in the Local path Do not copy the old FIX INI over the new FIX INI file NOTE Paths with embedded path spaces in the FIX ini require quotes For example RUN E PROGRAM FILES PROFICY PROFICY IFIXNSysAlertQMgr exe F NSysAlertViewer SCU Files and the Upgrade If a previous version of iFIX already resides on your computer when you try to install iFIX 5 1 a message box appears during the installation suggesting that you upgrade your existing iFIX install It is recommended that you elect to upgrade iFIX when this message appears By following the upgrade process iFIX 5 1 installs to same folder where your previous version existed For example if you have iFIX 3 5 installed to the C Dynamics folder when you upgrade iFIX 5 1 installs to the C Dynamics folder After the 1 5 1 install completes and you restart iFIX your SCU file is upgraded automatically and the original file is backed up with a CU extension If you choose not to upgrade and install iFIX to another path such as the default C Program Files Proficy Proficy iFIX there are a few extra steps you need to perform before you can start the older version SCU file in iFIX 5 1 First you must rename the older version SCU file so that the name is different
133. tings to apply Understanding Environment Protection The following table outlines common tasks you may want to restrict operators from doing in the run time environment and the environmental option associated with each task To restrict Select this check box operator from Closing the Disable Title Bar and current picture Menu Bar displaying NOTE Be sure to also View or the f aut select the Full Screen in Proficy iFIX Run mode check box WorkSpace in from the General tab and run mode clear the Title bar and Resizeable check boxes from the Picture Preferences tab Switching from View or the Proficy iFIX WorkSpace in run mode to another application that may be running Disable Task Switching To restrict operator from Select this check box Restarting the computer using Ctrl Alt Del or logging out of Windows when running View or the Proficy iFIX WorkSpace in run mode Disable lt Ctrl gt lt Alt gt lt Del gt Using the Proficy iFIX WorkSpace menu or switching to the configuration environment while in run mode Disable WorkSpace Menu Pulldown To restrict operator from Select this check box Accessing the Visual Basic Editor from the Proficy iFIX WorkSpace while in run mode Disable VBE Access Using the Disable WorkSpace Ctrl O or Ctrl P File Menu shortcuts
134. tion into the upgraded system Later in the install process after importing the driver files you can verify the driver migration and convert the process database for use with iFIX and FIX Desktop gt To export the driver configuration 1 Start the current installation of FIX if it is not already running 2 If security is enabled log in using a user account with Administrator rights 3 Start the System Configuration Utility SCU 4 On the Configure menu click SCADA The SCADA Configuration dialog box appears 5 Select an installed driver other than SIM and click the Configure button The Driver Configurator program starts 6 Select the first channel CHANNEL I in the browser on the left side of the window 7 On the File menu click Save As The Save As dialog box appears 8 Leave the default location of FIX32WPDB and enter a name for the file in the File Name field 9 From the Save as Type drop down list select Text Files CSV 10 Click Save 11 Repeat steps 6 10 for each channel of the driver that is currently installed Note the file names and their location for later use 12 Repeat steps 5 11 for each I O driver installed on your system 13 Exit the SCU Checking the Environmental Protection Settings Before the upgrade to iFIX with FIX Desktop you should open the Environment Protection dialog in the Draw application and record these settings After the upgrade you can
135. to see if your driver supports Vista Your driver must support Vista to interface with the Discover and Auto Configure DAC application on Windows Vista Biometric Toolkit The iFIX Biometric Toolkit is supported in Windows Vista only if you have a biometric solution that is Windows Vista compatible VisiconX Make sure that your data sources use UNC pathing rather than mapped network drives For example use a path like this myserver users mydb mdb instead of this d myserver users mydb mdb for your data source Otherwise you may experience connection errors PMON The GE Intelligent Platforms diagnostic utility PMON exe does not work when iFIX is running as a service in Windows Vista Proficy Portal Control For best performance in Windows Vista it is recommended that when you insert Proficy Portal control into your iFIX picture that you do not insert any other ActiveX controls into the same picture Additionally be aware of the following differences when working with iFIX in Windows Vista as opposed to other operating systems e Security Microsoft Windows Vista includes many new security enhancements Due to these enhancements there may be changes you need to make for the users who run iFIX For more information refer to the Windows Vista and Security section e Drive Mapping Security and data protection enhancements in Windows Vista may require you to use data sources with UNC pathing
136. u using List model numbers Index B buttons special keyboard 287 H hardware key described 30 serial number 30 l iFIX online registration 92 supported drivers 286 K keyboard special buttons 287 R registration for eue 92 S special keyboard buttons 287 supported 1FIX drivers 286
137. un the iF IX OPC A amp E Server as a service You should go into the Task Configuration dialog box and remove the service command from the startup task list Be aware that you can only run programs such as the iF IX OPC A amp E Server as a service if iFIX is configured to run as a service If you want to run the OPC Client driver as a service iFIX must also run as a service Likewise if you want to run iFIX as a service the OPC Client driver must run as a service You cannot run one as a service without the other also running as a service your Proficy iFIX WorkSpace contains additional standard toolbars from other iFIX versions such as the Proficy Historian toolbar these toolbars will appear in the iFIX WorkSpace system tree in the Project Toolbar Files Toolbars folder Double click a toolbar to display it in the WorkSpace Standard vs Classic Window Styles Because the standard window styles now include larger title bars and menu bars such as those in Windows XP scroll bars may appear in iFIX pictures that you created in earlier versions of Windows when you open them To resolve this issue it is recommended that you change the Appearance Scheme in the Windows Display Properties dialog box to Windows Classic Changing Permissions for PlugAndSolve and User Globals If you upgrade from iFIX 2 6 you may need to change the security properties of the user fxg and plugandsolve fxg files To cha
138. use of such information equipment or software Notice 2010 GE Intelligent Platforms Inc rights reserved Trademark of GE Intelligent Platforms Inc Microsoft is a registered trademark of Microsoft Corporation in the United States and or other countries All other brands or names are property of their respective holders We want to hear from you If you have comments questions or suggestions about our documentation send them to the following email address doc ge com Table of Contents Getting Started with iFIX 1 Reference Documents 2 General Installation Information 2 Set up 3 Hardware Requirements 6 Recommended Computers 26 Memory Requirements 27 Disk Space Requirements 28 The Hardware Key 30 Software Requirements 41 Third Party Software Installed During the iFIX Install e tet 45 Supported Regional Settings 46 Language 48 Video 51 Using Third party Video Drivers 52 Optimizing Virtual Memory 53 Running iFIX as a Service 56 OPC GertifiCatlOhi
139. utlined in the Preparing for the Upgrade to iFIX with FIX Desktop section The actual upgrade steps are outlined in the Overview of Steps to Upgrade from FIX 7 x section Preparing for the Upgrade to iFIX with FIX Desktop The following sections describe the steps you need to take to prepare your computer for upgrading to iFIX with FIX Desktop These sections are presented in the order that you should proceed with each task These tasks are also outlined in the list below gt To prepare for the upgrade 1 Convert recipes to the required format by Preparing the Recipe Files for the Upgrade 2 Export I O driver information by Preparing the I O Drivers for the Upgrade 3 Record the enabled environmental protection options by Checking the Environmental Protection Settings 4 Be sure to save all required files by Backing Up FIX Files 5 Compile a list of user accounts by Exporting a Report of the Security Configuration 6 Editthe user accounts in the report file by Adding Passwords to the RPT File 7 Finish by Generating a System Configuration Report Preparing the Recipe Files for the Upgrade If any of your current FIX32 projects uses recipes you will need to convert these recipes to rcx Master text and rcy Control text files before you upgrade to iFIX with FIX Desktop These recipes are located in the FIX32 RCM and RCC folders This step is necessary so that you can import your recipes after installin
140. ver 2008 Biometric Toolkit The iFIX Biometric Toolkit is supported in Windows Server 2008 only if you have a biometric solution that is Windows Server 2008 compatible VisiconX Make sure that your data sources use UNC pathing rather than mapped network drives For example use a path like this myserver users mydb mdb instead of this d myserver users mydb mdb for your data source Otherwise you may experience connection errors PMON The GE Intelligent Platforms diagnostic utility PMON exe does not work when iFIX is running as a service in Windows Server 2008 Proficy Portal Control For best performance in Windows Server 2008 it is recommended that when you insert Proficy Portal control into your iFIX picture that you do not insert any other ActiveX controls into the same picture Additionally be aware of the following differences when working with iFIX in Windows Server 2008 as opposed to other operating systems Security Microsoft Windows Server 2008 includes many new security enhancements Due to these enhancements there may be changes you need to make for the users who run iFIX For more information refer to the Windows Server 2008 and Security section e Drive Mapping Security and data protection enhancements in Windows Server 2008 may require you to use data sources with UNC pathing as opposed to mapped network drives For more information refer to the Windows Server 2008 and Mapp
141. ver is set to Proficy Historian and not Classic Historian Close and restart the Workspace Configuration Process Stage Description 5 Configure the Historian Server Use the Default iFIX collector to add tags automatically to Historian NOTE This must be done for each operating system user 6 In the iFIX Database Manager add the blocks that you want to start collecting on Use the Proficy Historian tab to enter the information from Historian Save your database Configuration Process Stage Description After approximately two minutes in the Historian Administrator check that your tag was added If your tag was not added or collected in Historian check the log file confighist txt in the iFIX LOCAL directory Verify configuration Add a Historical datalink to your picture switch to run mode and view the last value collected in the datalink Using the Discover and Auto Configure Tool with Proficy Historian Not only can you can use the Discover and Auto Configure tool to automatically add tags to your iFIX database but you can also choose which tags get collected on in Proficy Historian as well Additionally you can configure the Proficy Historian description and the interval for the collection for each tag through Discover and Auto Configure For information adding Proficy Historian fields in Discover and Auto Configure refer to the Adding Pro
142. verified by opening the Windows service control panel and checking if the Start Stop setting is enabled To grant a user who is a standard user Power User rights to start stop pause these services log in to Windows as an Administrator and run the following commands GrantUserFixServiceRights GRANT IFIXSCHEDULER username GrantUserFixServiceRights GRANT IFIXOPCAESRV username GrantUserFixServiceRights GRANT IFIXOPCDA username Examples Using GrantUserFixServiceRights If you want to allow a Power User named QA1 to run iFIX as a service type GrantUserFixServiceRights GRANT FIX QA1 If you want to allow all Power Users to run iFIX as a service type GrantUserFixServiceRights GRANT FIX Power Users If you later need to revoke the right to run iFIX as a service use the following command GrantUserFixServiceRights REVOKE FIX USERNAME where SERVICENAME is the name of the service that you want to revoke rights from and USERNAME is the name of the user or group that you want to revoke rights from Windows Server 2008 and Mapped Network Drives In Windows Server 2008 when you elevate an application and it runs under a different context the application may or may not be related to the user who is logged in As a result drive mappings are not available in an elevated session unless you specifically map them while it is elevated To resolve this issue make sure that your system data source
143. vers you can use the Windows utility DCOMCNFG EXE for configuring DCOM applications DCOMCNFG EXE is usually located in your operating system s system32 folder When OPC Servers register they set up initial custom DCOM security settings to enable users on the network to access and launch the Server On large networks it is recommended that you modify these settings to avoid confusion and inadvertent changes to a running OPC Server If Firewall security is enabled on Windows XP Windows Vista or Windows 2008 you must also modify or add items to the Exceptions list Refer to Setting Up the Windows XP or Vista Firewall for Use with Remote OPC Servers IMPORTANT NOTES e tis recommended that all users that need to access remote OPC Servers be members of the Administrators group To facilitate this it is recommended that you create a users group to contain individual users that need to access remote OPC servers For example for the Discover and Auto Configure application create a group named DAC and add those users who will log into the operating systems and access remote OPC servers Add the users Tom Denise and Harry into the DAC group Each of these users will also be added into the Administrators group This DAC group should also contain the following built in security principals INTERACTIVE NETWORK SYSTEM To make any OPC Client OPC Server application work via DCOM changes need to be made on both sides
144. wing procedures detail the OPC server specific COM DCOM settings on all supported Windows operating systems You must change the OPC server settings so remote users can access the OPC server as an OPC Data Access Server This procedure is also necessary for the GE Intelligent Platforms OPC Client driver to connect to launch configure and start the remote OPC servers It is recommended that all users requiring access to remote OPC servers be members of the Administrators group IMPORTANT Since the Everyone group includes all authenticated users it is recommended to add these permissions to a smaller subset of users It is recommended that you create a group to contain individual users that need to access remote OPC servers It is also recommended that all users who require access to remote OPC Servers be members of the Administrators group For example for Discovery and Auto Assembly Component create a group named DAC and add those users who will log into the operating systems and access remote OPC servers Add the users Tom Denise and Harry into the DAC group Each of these users will also be added into the Administrators group This DAC group should also contain the following built in security principals INTERACTIVE NETWORK SYSTEM Then substitute DAC everywhere that Everyone appears in the entire DCOM configuration dialogs gt To modify driver specific settings In Windows 2003 1 Access the DCO
145. y Contents if iFIX Installation Falls uie oath 151 Alarm Summary Objects and Picture Trahslatiohi s a tct e e het P ees 151 Upgrading from FIX 7 156 Preparing for the Upgrade to iFIX with FIX Desktop ode D edge 158 Preparing the Recipe Files for the parade e e ette 159 Preparing the I O Drivers for the UOI ade 5 22 162 Checking the Environmental Protection Settings 164 Backing Up FIX Files 165 Exporting a Report of the Security Contigurallgit sud eet e pte iie nt 172 Adding Passwords to the RPT File 174 Generating a System Configuration FIGDOFL E pua 176 Overview of Steps to Upgrade from FIX poc 178 Update Database Dynamos 180 Install the Newest Drivers and iFIX Product SIMS eanan 180 Copy the Backed Up Files into the New Product FolBBr sae eoe ee 183 Import the FIX I O Driver Configuration s escono mre 187 Verify the I O Driver and Database Migration siera retra ee des 191 Import the Recipes Files 193 Import the Security Configuration 194 Reconfigure the Application Features and Passwords for Each User 196 Identical Application Features in FIX32 and iFIX with FIX Desktop 200 FIX32 Application Feature Names That Are Different After the Upgrad
146. y updated to the newest version of iFIX However due to the design of the VisiconX objects in iFIX 5 0 and greater it is recommended that you manually replace your older VisiconX objects with the newer versions Resolving iFIX Displays When you upgrade your iFIX system or add or delete tags from your database it is important that you run resolve on all pictures and schedules This will ensure that you are getting maximum performance from your iFIX system Converting Pictures from FIX 7 x to iFIX When converting pictures from FIX v7 to iFIX we recommend that you load the corresponding database in Database Manager before converting a picture If you do not load the current database you will need to manually reset each animation For more information see the Using the Picture Converter Utility section of the Creating Pictures manual Running Pictures Created in an Older Version of iFIX If you performed your original picture development on an earlier version of iFIX and have not upgraded to iFIX 2 2 or later you may experience color mapping errors when upgrading to iFIX 5 1 To avoid color mapping problems perform the following steps before saving and resolving any pictures in iFIX 5 1 gt To avoid color mapping problems 1 Copy and save the tables st file from the older version of iFIX 2 Install the 1FIX upgrade or switch to the upgraded machine 3 Shut down the WorkSpace 4 Delete the tableconver

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