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ProficyTM HMI/SCADA

1. seen 10 Supported Regional Settings eene nennen nnn nnne 10 Val toD T EC Sosgc ese EETA AEE ENA seep A EE E TE TA 11 Using Third party Video Drivers eseseeeseseeeeeeeeeeeneneeee entente nennen nnne nenas 11 Optimizing Virtual Memory ssssssssseseseeeeenen enne sntrnr innert inns rnnt nnns 12 Running iFlX as a Service niic usiue caede ne iia nd dnte dbl eiae dee da 13 KEE EO EE 15 Installing the iFIX Software sse entnehmen rennen sinn intrent 16 Installing the FIX Desktop Software eene nennen nnne nennen 18 Online Registratioh 2 2 Eni Lp nde E e o duc be TE dp bu s 19 Using iFIX and FIX on the Same Computer 19 General Notes on Installing FIX and iFIX on the Same Computer 19 Iristalling iFIX on a F IX 7 0 Node ide tein Pena ers 19 Uninstalling iF and FIX ED tein eh i iis ibe he ie d ee ea neis 19 Starting up FIX 7 0 After Installing iFIX essen 20 Installing iFIX after Uninstalling iVisualize eennnn nn 20 Using iFIX with Microsoft Oiftce nennen nennen nennt enne 20 Backup FoS a e Reti ed temet ed ht 21 Proficy Change Management and iFIX ssssssssssssseseee enne nennen nennen 21 Optional Hardware ack ect te dp D tee tas e utei 22 Getting Started Uninstallirig AF IX i irre Pr e e Pt ead Edd 22 Upgrading from an Earlier Version Of EIS 22 The Database and the Upgrade nne enne snnt 22 Before Yo
2. 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 NOTE iFIX 4 5 supports two types of HASP keys the M1 and M4 keys If you upgrade an iFIX 3 5 computer with a HASP key the HASP key is typically an M1 key However 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 new iFIX 4 5 installs the HASP key is typically the M4 key FTo reinstall the GE Fanuc Proficy Licensing if you have an M1 key 1 Reinstall the licensing by clicking the M1Licensing exe file in the License folder on the iFIX product installation CD 2 Click Finish when the licensing install completes Getting Started FTo reinstall the GE Fanuc Proficy Licensing if you have an M4 key 1 Reinstall the licensing by clicking the ProficyClientInstaller exe file in the License folder on the iFIX product installation CD 2 Click Finish 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 or parallel port before assuming it is defective Additionally for USB keys if
3. Sleep Mode Be aware that an iFIX View node running on Window 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 IFIX as well as run iFIX as a service However if you want to allow a user in the Power Users group 77 Getting Started 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 A user must be a Power User or greater to run a SCADA node on Windows Vista NOTE The DDE driver is not supported on Vista when iFIX is configured to run as a service FTo 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 Start button and in the Search
4. sese 10 resolving displays sess 29 software requirements sseseeeeeee 9 86 IFIX cont supported drivers sseeee 81 supported file serverg eee eee 82 supported network protocol 82 upgrading from iFIX 2 5 and earlier 24 using With BUX i essere eee 19 using with Microsoft Office 20 iFIX 2 5 upgrading from 24 iFIX environment iFIX nodes 2 iFIX installation DYMAMO Sets ucc ete teet 31 OVEIVICW ee de Ee H IFIX installation eene 2 IFIX SIM ient peres 41 E e eee hiec 24 importing recipe MNES 2 suse ePi 46 security configuration eseee 46 installing iFIX after uninstalling iVisualize 20 newest drivers esee 41 product hardware key sss 5 WIth FIX VI use oun nee 19 insufficient disk space ceeeeeessceeeeeesteeeeeeees 4 K keyboard special buttons 82 L limita tioN e eere pre ORE en 76 M Inapptihgs soe tere tpe 79 memory Optimizing ee tee erret 12 tequitenients ioo ers 4 Microsoft Office and iFIX 20 N networked FIX 6 15 and iFIX nodes 83 networks supported in iFIX sse 82 NEW USE iode cians Ie e dedere sien 1 O Office 2000 eege iiiar rea eias ak
5. 82 C color mapping errors esee 30 computers recommended for iFIX 3 D Database Dynamos IFIX installation eese 31 Unie DT 31 Database Dynamos eee 31 database migration seen 45 date format supporter 10 demo mode troubleshooting 7 disabling iFIX as a service esses 13 disk space requirements eee 4 driver configuration exporting 35 E environment protection 36 exporting driver configuration sse 35 security configuration report 38 F failover after upgrading to iFIX with FIX Desktop 53 Understanding eee ces esse ceecseecseeeeeenes 54 failover configuration option one described eee eee crete 54 option one example sse 54 option one steps sseseeee 55 option two described eee eeeeeeeeees 54 option two example 0 eee eeeeeeeeeees 56 option two stenge 56 file server backup Dles eee eee eeceeecesecesecesecseeenes 82 recommended types sees 82 FIX files restoring after upgrade 42 I O driver configuration 44 FIX 6 15 time zone considerations 83 FIX 7 0 starting after installing iFIX 19 FIX 7 x AVETS EE 19 using With FIX oe eeeeeeeeeeeeeees 19 FIX Desktop nene 33 FixUserPrefere
6. 80 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 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 vl 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 lt requestedPrivileges gt lt requestedExecutionLevel level highestAvailable uiAccess false gt lt requestedPrivileges gt lt security gt 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 fact http blogs msdn com vistacompatteam archive 2006 1
7. Click the Find Now button In the search results select the OPC group and click OK The 75 Getting Started Select Users or Groups dialog box displays the OPC group 26 Click OK to return to the Change Configuration Permission dialog box The OPC group is displayed in the Group or user names list 27 Select the OPC group and then select the Allow check boxes for Full Control and Read permissions 28 Click OK to return to the Selected OPC Server Properties dialog box 29 Click OK 30 Repeat steps 2 through 29 for each OPC server you need to access remotely 3 When you are done close the Component Services dialog box IFIX and Windows Vista IFIX 4 5 supports Microsoft Windows Vista Business Enterprise and Ultimate Editions Additionally for iClients iFIX supports Microsoft Windows Vista Ultimate Edition If you are upgrading your iFIX 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 Fanuc 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 Vista opera
8. 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 1FIX 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 as a service and the WORKSPACE EXE is listed asa 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 To configure a different user account for iFIX running as a service l From Control Panel open the Administrative Tools then Services 2 In the Services folder right click Proficy HMI SCADA iFIX server and select Properties 3 In the 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 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 iFIX must also run as a
9. 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 Add the required features Click Add All 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 names are used for FIX32 and iFIX with FIX Desktop 48 Background Task Exit D Database Reload e Database Save e Historical Trend Assign e Historical Trend Collection e Historical Trend Export Recipe Load Recipe Save Security Configuration System Configuration System User Login System User Logout 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
10. there are also new settings now available in the Proficy iFIX WorkSpace The sections that follow describe these changes 58 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 Disable Menu Bar e Disable lt Ctrl gt lt Alt gt lt Del gt 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 Disable WorkSpace Menu Pulldown Disable VBE Access Disable WorkSpace File Menu Accelerators Disable Open Accelerator Disable Print Accelerator For more details on these settings refer to the table in the Understanding Environment Protection section Steps to Enable Environment Protection The steps below explain how to enable environment protection feature after you upgrade To enable the environment protection feature after you upgrade 1 Start iFIX 2 Shut down View and the W
11. 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 GE Fanuc 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 FreeDiskSpace 10000000 To change FreeDiskSpace parameter l Shut down the WorkSpace 2 Locate the FixUserPreferences ini file in the Local path 3 Open the file with a text editor and change the FreeDiskSpace parameter to the amount you want 4 Save the INI file and restart the WorkSpace The Hardware Key Two types of hardware key are currently offered one that supports parallel port configurations and a key that 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 for HASP MI or M keys only iFIX runs in dem
12. O Driver Configuration Information 7 Verify the I O Driver and Database Migration 8 Import the Recipes Files 9 Import the Security Configuration 10 Reconfigure the Application Features and Passwords for Each User 11 Redefine SCADA Failover Settings 12 Enable Environmental Protection 13 Setup the Report Generator 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 iFIX 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 Fanuc 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 GlobalCare Support web site http support gefanuc com 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 41 Getting Started running a simple install program or manually copying files Refer
13. 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 iFIX 4 5 If you have Advanced Historian installed contact your local iFIX sales representative about upgrading to Proficy Historian GE Fanuc s historian product Compatibility of iFIX 4 5 Pictures iFIX 4 5 supports pictures created saved or built in previous versions of iFIX However pictures created saved or built in iFIX 4 5 are not compatible and cannot be opened in older versions of iFIX Resolving iFIX Displays When you upgra
14. 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 vaild 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 79 Getting Started To mark an application for elevation using an external manifest 4
15. 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 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 then select the Allow check boxes for Local Launch Remote Launch Local Activation and Remote Activation permissions Click OK to return to the lt Selected OPC Server gt 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 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 lt Selected OPC Server gt 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 Click the Advanced Button Another Select Users or Groups dialog box appears
16. 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 T Maximize the Proficy iFIX WorkSpace and then a Start Database Manager from the WorkSpace System Tree 45 Getting Started b Verify that the I O addresses for your data blocks are correct 8 Save and exit Database Manager e 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 file to identify the individual tags causing the problems Consult the online help or contact GE Fanuc 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 To import recipe files l From the Proficy iFIX WorkSpace select the FIX Recipes folder
17. an M4 key For more information refer to the The Hardware Key section If you are upgrading an iFIX 4 0 computer with the Proficy Change Management 5 6 Client installed and want to continue running 5 6 install SIM 8 on the client computer before upgrading to iFIX 4 5 This will allow SIMs to be installed easily in the future 21 Getting Started Optional Hardware iFIX 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 A DigiBoard to provide your computer with up to 9 serial ports If you are using multiple T O drivers or multiple ports for one I O driver you may require the use of a DigiBoard GE Fanuc 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 4 5 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 iFIX OPC Client M1 Licensing the Proficy Change Management Client API M4 Common Licensing Proficy Discovery and Auto Assembly Component you need to uninstall these items separately IMPORTANT For the Proficy Discovery and Auto Assembly Component DAC it is recommended that you uninstall it before you unin
18. appear in the Application Features Selection dialog box Identical Application Features in FIX32 and iFIX with FIX Desktop FIX32 Application Feature Names That Are Different After the Upgrade FIX32 Application Features No Longer Available After the Upgrade e New Application Features Available for iFIX Users 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 l On the Configure menu click Security The Security Configuration application appears 2 On the Edit menu click User Accounts 47 Getting Started Select a user and click Modify The User Profile dialog box appears In the Password field enter a new password if you want to assign a password Click the Modify button beneath the Application feature list the list on the right side of the window The Application Feature selection dialog box appears Add the required features Click Add All 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 K 10 11 12 13 14 15 16 17 18 19 20 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
19. following table as a guide for installing and removing either product If you have And you want to Then Installed iFIX Install Microsoft Remove iFIX install Microsoft Office Products Office products and re install iFIX Installed Microsoft Office Remove Microsoft Remove iFIX remove Microsoft Products Office Products Office products and re install iFIX Started the iFIX WorkSpace Use iFIX and Uninstall iFIX uninstall Microsoft for the first time and this Microsoft Office Office re install Microsoft Office message appears harmoniously and re install iFIX Run time error 48 Error in loading dll 20 Backup Files When you save one of the following files iFIX creates a backup file PDB backed up as DB e SCU backed up as CU Profiles cfg backed up as Profiles cfg AK e DISPLAY DOV backed up as DISPLAY OV e NODENAME DOV backed up as NODENAME OV iFIX 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 book For u
20. 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 Optional installation features including online registration and installing optional hardware Installing iFIX with other applications including FIX Desktop Microsoft Office and Proficy Change Management Getting Started Set up Overview When you are ready to begin setting up your iFIX environment use the following steps to set up your nodes 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 create 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 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 the that product s documenta
21. in the system tree 2 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 rom file 4 Open each rcy file in the iFIX RCC folder and save each file as a rcc 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 To import the list of users from the security configuration l Start the current installation of FIX if it is not already running 2 From the Proficy HMI SCADA iFIX program group start the System Configuration application The SCU opens 3 On the Configure menu click Security The Security Configuration application appears 4 On the File menu click Import The Select File dialog box appears 5 Browse to the folder that you copied the original RPT file to By default this folder is the C Program Files GE Fanuc Proficy iFIXM ocal folder 46 6 Select the file and click Open A message box appears warning you that
22. issues with iF IX and are not supported 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 to see if your driver supports Vista 81 Getting Started 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 GE Fanuc recommends 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 Supported Networking Protocol Supported File Servers Handling Time Zones when Using Networked FIX 6 15 and iFIX Nodes 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 Fanuc has tested and recommends 3COM plug in boards and built in network adapters from Compaq Dell and Gateway If you
23. list select the OPC group and click the Add button The OPC group displays in the Add Names list Set Type of Access to Allow Access then click OK to return to the Registry Value Permissions dialog box The OPC group is now displayed Click OK In the Use custom launch permissions area click Edit The Registry Value Permissions for Launch Permission dialog box appears Click the Add button The Add Users and Groups dialog box appears From the Names list select the OPC group and click the Add button The OPC group displays in the Add Names list Set Type of Access to Allow Launch then click OK to return to the Registry Value Permissions dialog box The OPC group is now displayed Click OK In the Use custom configuration permissions area click Edit The Registry Value Permissions for lt selected OPC server gt dialog box appears Click the Add button The Add Users and Groups dialog box appears From the Names list select the OPC group and click the Add button The OPC group displays in the Add Names list Set Type of Access to Full Control then click OK to return to the Registry Value Permissions dialog box The OPC group is now displayed 21 22 23 24 Click OK In the lt Selected OPC Server gt Properties dialog box click OK Repeat steps 2 through 22 for each OPC server you need to access remotely When you are done click OK to close the Distributed COM Configuration Properties dialog box In
24. open the SCU 2 On the Configure menu click Local Startup The Local Startup Definition dialog box appears 3 In the Logical Node Name field enter the name that you used for the primary node name on your FIX 7 x system If you do not remember this name refer to the Nodename rpt file that you created in the Generating a 56 System Configuration Report section This report lists the node name and it s partner node In this step you are basically moving the Local Node Name field to the Logical Node Name field 4 10 11 12 13 In the Local Node Name field enter a new name Click OK On the Configure menu click Network The Network Configuration dialog box appears Select TCP IP as the network type NOTE The automatic failover option requires a TCP IP network In the Remote Node Name field enter the logical node name from step 3 Click Add The logical name appears in the Configured Remote Nodes list box Select the node that you just added and click Configure The Remote Node Configuration dialog box appears Select the Enable Logical Node Names check box In the Primary Node field enter the new node name from step 4 In the Backup Node field enter the backup node name that you used in FIX 7 x If you refer back the Nodename rpt file again this node is referenced in the SCADA configuration as the partner node 14 15 16 17 18 Click OK On the Configure menu click SCADA The SCADA C
25. open the System item 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 The Performance Options dialog box appear In 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 In Windows 2000 in the System Properties dialog box click the Advanced tab then select Performance Options In Windows Server 2003 in the System Properties dialog box click the Advanced tab then select Performance Options 3 In the Virtual Memory group box select Change 4 In the Initial Size field enter a value equal to three times your physical memory 5 In the Maximum Size field enter a value equal to three times your physical memory 6 Select Set T 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 not 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 change
26. 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 for M4 keys or iKeyDiag for M1 keys to determine if the hardware key is defective If your hardware key is defective the License Viewer or iKeydiag 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 or iKeyDiag refer to the License and Key Checking section GE Fanuc replaces defective keys as quickly as possible To obtain a replacement hardware key Call your local GE Fanuc 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 Fanuc can program a new hardware key and send it to you overnight e 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 Fanuc reserves the right to invoice you for defective hardware keys that are not returned Common Questions About Hardware Keys This section describes some frequently asked questions about iFIX hardware keys What s the Difference Between the HASP and SuperPro Keys The Aladdin HASP M1 or M4 key is the newer hardware key that is provided with the iFIX 4 0 and iFIX 4 5 products iFIX 2 6 first released with the SuperPro key bu
27. 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 68 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 servers 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 or Vista 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 1 GE Fanuc recommends that all users that need to access remote OPC Servers be members of the Administrators group To facilitate this GE Fanuc recommends creating a users group to contain individual users that need to access remote OPC servers For example for the Discovery and Auto Assembly Component create a group named DAC and add those users who will log into the operating systems and a
28. under Windows after you install iFIX The error occurs because both FIX 7 0 and iFIX 4 5 use the same key name FIX under the Services key in the registry Therefore when you install iFIX 4 5 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_MACHINE System CurrentControlSet Services Fix Set the ImagePath value to the correct path for fixsrv exe Installing iFIX after Uninstalling iVisualize If you have uninstalled iVisualize you must modify the FixUserPreferences ini file before installing iFIX 4 5 This file is located in the C Program Files GE Fanuc Proficy iFIXW ocal folder The section AppConfigPicturePreferences contains the following lines TotalConfigPicturePath 1 PicturePath 0 C Program Files GE Fanuc Proficy iFIX PDB PanelStart ivs Change TotalConfigPicturePath 1 to TotalConfigPicturePath 0 and delete the line that reads PicturePath 0 C Program Files GE Fanuc Proficy iF X PDB PanelStart ivs You will then be able to install iFIX 4 5 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
29. use a 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 4 5 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 4 5 FIX ini file with a 3 5 one you need to remove or comment out the RUNZREGISTERHELPFILES line in order to start iF IX 4 5 with this file 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 On the 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 In the 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 5 From the SCU Configure menu click Tasks 6 In the Task Configuration dialog box change the path of the configured tasks to the local install path make sure that you include the same command line options 7 From the SCU Configure menu click Network 8 In the Network Configuration dialog box confirm the information is correct a
30. utility to update your key or obtain a new key to add options or work with other Proficy products NOTE The key report txt file generated by iKeyDiag is used only by GE Fanuc Technical Support in localized versions its content remains in English To use the Proficy License Viewer to determine the enabled options l From the Start menu point to Programs Proficy Common and then License Viewer The License Viewer appears 2 In the Proficy Products list select the iFIX product The License and Key Diagnostics area should now display the iFIX options For information on upgrading your key to add other options contact GE Fanuc GE Fanuc 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 9 No key detected If you have a key install it now If you d do not have a 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
31. with a new hardware key and license You should return your old key to GE Fanuc 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 4 5 Notes on Database Dynamos and Custom Programs that Run with iFIX Startup When you install the newest release of iFIX 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 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 th
32. 1 1 3 manifest and the fusion cache aspx 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 vistacompatteam archive 2006 1 1 13 manifest and the fusion cache aspx e For more information on User Account Control UAC refer to the Microsoft web site http www microsoft com downloads details aspx familyid ba73b169 2648 A9af bc5e a2eebb74cl6b amp displaylang en To elevate a third party application that you do not own the source code for e Microsoft recommends writing a wrapper to invoke the application s executable exe file in an elevated manner If this is not feasible GE Fanuc suggests the following 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 Other iFIX Installation Considerations This chapter provides information you need to consider when using databases or drivers and iFIX This information includes Supported Drivers Special Keyboard Buttons Supported Drivers iFIX supports the following drivers e Version 6 x e Version 7 1 or higher NOTE Version 7 01 drivers have known
33. 32 PIC FIX32 PIC FIX32 PIC FIX32 PIC FIX32 RCM FIX32 RCC FIX32 LOCAL FIX32 HTRDATA FIX32 HTR FIX32 ALM FIX32 APP Description of FIX32 Component Tag Group Editor files Key Macro Editor files Layout files Custom Dynamos 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 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 Initialization settings for the Draw and View applications and report files Collected historical data Historical collection preferences Alarm file and event log Custom data and configuration files for your iFIX applications 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 2 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 37 Getting Started 3 Copy the entire PIC folder which includes all displays display templates tag groups key macros layouts and custom Dynamos ODF ODT ODT TGE KMX LYT and SBL files 4 Copy the converted master recipe files RCX in the RCM folder 5 Copy the conve
34. 61 optimizing virtual memory eee 12 optional hardware for iFIX 22 overview 1FIX installation esee 2 upgrading from iFIX to FIX Desktop 40 P parallel port hardware key 5 passwords ID RPT RE 39 e Oe EE 47 PDB Ar EE 35 pictures compatibility in earlier versions of iFIX 29 converting from FIX to iFIX 30 created in an older version of iFIX 30 from BIN 2 Leen eren r y 30 preparing for iFIX with FIX Desktop upgrade E 34 preserving settings when upgrading 26 Process Database eene tein 41 Proficy GlobalCare Support web site 41 Proficy Historian and iFIX uo eee 28 R RGC Polder uice tee 34 RCM folder cte 34 Recipe Builder sees 46 recipe files 4 see Skane Pe nene 34 reconfiguring passwords after upgrade to FIX D sktop 5 p nente terres 47 recovery improper USB key install 5 registration for DIN 19 Report Generator 61 reports security configuration csesee 38 system Copnftguranon eee eeeeeeeeeees 40 requirements 1FIX hardware eee bene 2 IRIX SOftWAte eii eee 9 Te TOT ise cocer eoe ER HERE e URP SE RENS 4 resolving iFIX displays ss 29 restoring backed up Des 42 running iFIX as a service IRIX paths iie
35. BOS related or discontinued All features that begin with the word Batch Data Transfer Utility Dial Manager for Modem Support Ingredient Manager Inventory Manager Procedure Monitor Procedure Monitor Hold Resume Control Procedure Monitor Modify Parameters Procedure Monitor Run Skip Control Procedure Monitor Stop Procedure Quality Test Manager Recipe Handler Recipe Manager Recipe Manager Authorize 51 Getting Started e Recipe Manager Remove e Report Manager Scheduler Scheduler Configuration New Application Features Available for iFIX Users By upgrading to iFIX with 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 M Change Management Electronic Signature Bypass Electronic Signature Perform By Electronic Signature Verify By H GE Fanuc OEM Reserved 1 12 D Manual Failover e Project Backup Restore Recipe Text Output from Recipe Builder Runtime Visual Basic Editor Access Security Synchronizer Startup Profile Manager VisiconX Writes A 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 Electroni
36. C 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 to see if your driver supports Vista Your driver must support Vista to interface with the Discovery and Auto Assembly Component DAC 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 usersimydb mdb for your data source Otherwise you may experience connection errors PMON The GE Fanuc diagnostic utility PMON exe does not work when iFIX is running as a service in Windows Vista Additionally be aware of the following differences when working with iFIX in Windows Vista as opposed to other operating systems 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 Drive Mapping Security and data protection enhancements in Windows Vista may require you to use data sources with UNC pathing as opposed to mapped network drives For more information refer to the Windows Vista and Mapped Network Drives section
37. Disabling iFIX as a Service 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 In the Service area of dialog box clear the Continue running after logoff check box 6 Click OK de On the File menu click Save to save the SCU file 8 Exit the 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 Profile 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
38. 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 iFIX 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 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 49 Getting Started 50 Feature Name for FIX32 Database Builder Database Create Draw View Report Creator Key Macro Editor Operating System Window FIX S
39. 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 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 4 5 now 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 e IniFIX 4 5 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 4 5 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 Co
40. Proficy HMI SCADA iFIX GETTING STARTED Version 4 5 September 2007 FANUC All 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 Fanuc Automation Disclaimer of Warranties and Liability The information contained in this manual is believed to be accurate and reliable However GE Fanuc Automation assumes no responsibilities for any errors omissions or inaccuracies whatsoever Without limiting the foregoing GE Fanuc Automation 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 Fanuc Automation 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 Fanuc Automation 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 Fanuc Automation standard license agreement which must be executed by the buyer or user before the use of such information equipment or software Notice GE F
41. Protection dialog in the Draw application and record these settings After the upgrade you cannot access this dialog box from Draw Instead you configure all environmental protection options in the Proficy iFIX WorkSpace To record your current environment protection settings 1 Start FIX 2 Open the Draw application 3 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 Folder to Location Description of FIX32 Component Copy PDB CSV GDB FIX32 PDB Process database and driver configuration all driver configuration files files ODF FIX32 PIC Picture files ODT FIX32 PIC Template files for pictures 36 Files or Folder to Copy Location TGE KMX LYT SBL RCY Draw ini View ini RPT Entire HTRDATA folder Entire HTR folder Entire ALM folder Entire APP folder RCX FIX
42. 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 24 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 4 5 from iFIX 2 6 or later you are required to update the license on each IFIX machine If you have an M1 or M4 key GE Fanuc provides utilities to help you perform this task For an M1 key use the iKeyUpdate application to update your license For an M4 key the newest key use the Proficy License Viewer to update your license To perform a key update For iKeyUpdate you will need to obtain an iLicense update file with specific information about your key 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 iLicense or plic file contact your sales representative You will receive the new licensing file by disk or by e mail If you have other new Proficy products installed you may be required to update to an M4 key This requires you to physically remove the M1 key and insert the new hardware key You cannot use both an M1 and M4 key on the same computer For steps on how to install a hardware key refer to the Installing the Hardware Key section If you have a Rainbow SuperPro Senti
43. Windows 2003 1 10 11 12 13 14 15 16 Access the DCOM configurator dcomcnfg 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 lt Selected OPC Server gt Properties dialog box appears 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 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 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 C
44. You can obtain more information on this SIM and the files associated with it from the Proficy GlobalCare Support web site http support gefanuc com This SIM is available in FIX32 product download area If you are unsure if this SIM was installed before the upgrade you can reinstall it To install the files associated with this SIM 1 Copy the new file VDA2000 XLA to the directory in which your current Report Generator files exist Copy the REPRTLNK XLA HIST_OPN XLA and GEN XLA files to the directory in which your current Report Generator files exist REPRTLNK XLA and GEN XLA replace the existing Report Generator files which shipped with iFIX 4 0 Copy the STARTUP XLA file to the directory in which your Excel Startup Directory exists STARTUP XLA replaces the existing Report Generator files See the Proficy GlobalCare Support web site for more details 61 Setting up for Remote OPC Server Access Before you can access remote OPC servers in iFIX such as through the Discovery and Auto Assembly Component DAC and the OPC Client driver you must make sure that your firewall settings are correct if you are using Windows XP or Windows Vista 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 Setting Up the Windows XP or Vista Firew
45. ading from EIX TA ET 33 Preparing for the Upgrade to iFIX with FIX Desktop 34 Preparing the Recipe Files for the Upgrade sseeeenm nme 34 Preparing the UO Drivers for the Upgrade nennen 35 Checking the Environmental Protection Settings sssssssseeeenenee 36 Backing p GE it crt eto t e ege eee eee taire keen ete bebe es 36 Exporting a Report of the Security Configuration sssssseeeeenee 38 Adding Passwords to the RPT Ee 39 Generating a System Configuration Report essssssssseeeee ene 40 Overview of Steps to Upgrade from FIX NA 40 Update Database Dynamos 4 rq efecto debe n Sege eth ied 41 Table of Contents Install the Newest Drivers and iFIX Product SIMs sssssssseeeee enne 41 Copy the Backed Up Files into the New Product Folder 42 Import the FIX I O Driver Configuration Information 44 Verify the I O Driver and Database Migraton 45 Import the RECIPES Files idi edo ee dia edd lon 46 Import the Security Configuration sssesssssssssssseenenenee ener ener enn snnt nennen 46 Reconfigure the Application Features and Passwords for Each User 47 Identical Application Features in FIX32 and iFIX with FIX Desktop 48 FIX32 Application Feature Names That Are Different After the Upgrade 49 FIX32 Application Features No Longer Available After the Upgrade 51 Ne
46. all for Use with Remote OPC Servers e Setting Up DCOM for Use with Remote OPC Servers Setting Up the Windows XP or Vista Firewall for Use with Remote OPC Servers If Firewall security is enabled on Windows XP or Windows Vista you may need to modify or add items to the Exceptions list GE Fanuc recommends that you enter these settings on the local machine running iFIX as well as on the remote machine that has the OPC server you want to use To modify Windows Firewall settings 1 Log into the Windows operating system with an Administrator account 2 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 3 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 62 4 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 File and Printer Sharing O Microsoft Management Console Proficy HMI Scada iFI gt Communications Remote Assistance O Remote Desktop O UPnP Framework Add Program Add Port Display a not
47. alog 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 In Windows XP and Windows Vista 1 74 Access the DCOM configurator dcomcnfg 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 lt Selected OPC Server gt Properties dialog box appears Click the General tab The Authentication Level should be set to Default if it is not already This uses the default authentication rules that are set in the system wide DCOM settings 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 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 Click the Add button The Select Users or Groups dialog box appears Click the Advanced Button Another Select
48. and higher e Microsoft SQL Server 2005 SP2 and higher NOTE If you plan to use SQL Server in Windows Vista you must use Microsoft SQL Server 2005 Microsoft Windows Vista does not support SQL Server 2000 Oracle 9i Oracle amp 10g Microsoft Access 2000 or higher Microsoft Access is supported for local installs only Third Party Software Installed During the iFIX Install Please note that the following third party software is automatically installed with iFIX Microsoft amp VBA 6 4 Microsoft Data Access Components MDAC 2 8 on Windows 2000 computers only NOTE Microsoft Windows XP Windows Server 2003 and Windows Vista already include MDAC so MDAC is not installed with iFIX in these scenarios You can use the Windows Update Service to update the version of MDAC on these operating systems If the versions of MDAC or VBA on the iFIX CD are newer than the versions on your computer then the iFIX install updates the ones on your computer with the exception of MDAC on a Microsoft Windows XP Windows Server 2003 or Windows Vista computer In this case no MDAC updates occur You must obtain the latest service pack to update your version of MDAC If the versions of MDAC or VBA on your computer are newer then the iFIX install does not update them iFIX uses the most recent versions already on your computer instead Supported Regional Settings iFIX supports the following regional settings availabl
49. anuc Automation reserves the right to make improvements to the products described in this publication at any time and without notice 2007 GE Fanuc Automation All rights reserved Microsoft is a registered trademark of Microsoft Corporation Any other trademarks herein are used solely for purposes of identifying compatibility with the products of GE Fanuc Automation We want to hear from you If you have comments questions or suggestions about our documentation send them to the following email address doc gefanuc com Table Of Contents About FAIS GUIGG EE 1 General Installation Information 1 Set Up OVOLVIQW fad teg aint A eege ege o tria vetusta ed US ARES 2 Hardware Requirement cccceeeeececeeeenneeeeeeaeeeeeeaaeeeeeeaaeeeeeeaaeeeeeeaaeeeeeeaaeeeseeaaeeeseeaaeeeeeeaeeeeeeaaes 2 Recommended Computers 3 Memory Requirements ccccccccceesecceeeeeeeceeeeeeeeeeeeneeeeeaeeeeeesaeeeceeseaeeseenaeeeeeneeeeeeeneeeeeeenenaes 4 Disk Space Requirements ener nnne en nennen sensit ens 4 The Hardware KEY ariera e eee eben uie 5 Installing the Hardware Key nennen nennen nennen enne nn E iin 5 License and Key Checking u c ren Pe ate Herr td dE oer te DH dr ded 6 Troubleshooting Hardware Key Installaton enn 7 Replacing Defective Hardware kee 8 Common Questions About Hardware Keys 8 Software Requifemenrts asst tities rendi tert Leben d endete tid Lu eni edes 9 Third Party Software Installed During the iFIX Install
50. ar Disable WorkSpace File Menu Accelerators Disable Menu Bar Disable Open Accelerator Disable WorkSpace Menu Pulldown Disable Print Accelerator Other Options Disable Ctrl Al Del 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 Disable lt Ctrl gt lt Alt gt lt Del gt 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 Understanding 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
51. backup SCADA server Use the same logical primary and backup node names that you used for the primary node The Local Node Name field in step 4 as well as Partner node name field in step 16 should be different however NOTE For failover to work the logical node name primary node name and backup node name should be the same on all SCADA nodes 18 Repeat steps 6 14 for each View node Example of Failover Option Two The following graphic shows an example of how the failover settings for FIX32 differ from iFIX when you use Option Two FIX32 Failover iFIX Failover Primary Server SCADA Logical Node Name SCADA Backup Server SCADA Primary Server SCADAP Backup Server SCADA Example of Failover Option Two In this example notice that the iFIX settings includes a logical node name SCADALI The logical node name is the same name that you assigned to the primary server in FIX32 The iFIX primary server uses a new name SCADAP The backup server name SCADA2 remains the same See the Steps To Configure Failover Option Two section for more details on how to set this configuration up in your SCU Steps To Configure Failover Option Two To define a logical name using your primary SCADA name from FIX 7 x and reconfigure the backup and primary grouping follow the steps below To configure failover option two 1 Click the Start button and point to Programs and then Proficy HMI SCADA iFIX and click System Configuration to
52. 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 78 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 QAI to run iFIX as a service type GrantUserFixServiceRights GRANT FIX OAI 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 being elevated To resolve this issue make sure that your system data sources use
53. before the migration 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 GUEST Timeout 00 00 00 Feature View Scroll down through the report and repeat steps 3 and 4 for each user in the report 39 Getting Started Generating a System Configuration Report Before 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 General node configuration information such as the node and setup file name as well as SCADA network NLS and security options System path locations for base local language database pictures and so on SCADA configuration such as the name and number of I O drivers Alarm configuration information such as default message format application m
54. 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 5 Double click the Create Global Objects policy The Create Global Object Properties dialog box appears 6 Click Add User or Group The Select Users or Groups dialog box appears T Enter an individual user name or group name such as Power Users 8 Click OK to add the user To allow a user who is not 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 25 In the Command Prompt window type GrantUserFixServiceRights GRANT FIX USERNAME where FIX is the name of the service 1FIX 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 group usually has all these privileges This can
55. c Books NOTE iFIX does not include a separate Key Macro Editor application feature For iFIX 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 52 Redefine SCADA Failover Settings If your FIX32 applications used the failover feature prior to the iFIX with FIX Desktop upgrade you need to set up failover again Be aware that if you want to use failover all nodes primary backup 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 backup SCADA server names is referred to as the primary and backup grouping You configure the primary and backup grouping in the SCU of the iClient and of each SCADA server In other words after you upgrade you need to sta
56. ccess 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 2 To make any OPC Client OPC Server application work via DCOM changes need to be made on both sides especially if you intend to use Asynchronous I O communications 3 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 4 This section applies to OPC servers that need to use DCOM communications regardless of whether the OPC server uses Serial or Ethernet devices 5 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 6 Ifyou do not plan to use iFIX to connect remotely to OPC servers then you may not need to change your DCOM settings 7 If this 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 resource
57. 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 44 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 Select the first channel CHANNEL in the browser on the left side of the window 17 On the File menu click Open The Open dialog box appears 18 From the Save as Type drop down list select Text Files CSV 19 Select the CSV file for the channel 20 Click Open 21 Repeat steps 16 20 for each channel of the driver that is currently displayed 22 Repeat steps 15 21 for each I O driver installed on your system 23 When you finish these tasks for all drivers on the File menu click Save and exit the Driver Configurator 24 Save and Exit the SCU Verify the UO 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 To verify the migration 1 Start iFIX 2 Start Mission Control from the Proficy iFIX
58. de 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 29 Getting Started 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 4 5 To avoid color mapping problems perform the following steps before saving and resolving any pictures in iFIX 4 5 To avoid color mapping problems 1 Copy and save the tables lst file from the older version of iFIX 2 Install the iFIX upgrade or switch to the upgraded machine 3 Shut down the WorkSpace 4 Delete the tableconversion Ist file from the iFIX directory C Program Files GE Fanuc Proficy iFIX 5 Copy the original tables lst 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 pictu
59. e files are saved to the FIX32 PDB folder You use these CSV files later to import the driver information 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 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 or DDE and click the Configure button The Driver Configurator program starts 6 Select the first channel CHANNEL 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 FIX32 PDB 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 35 Getting Started 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
60. e in the Windows Control Panel Decimal symbol one character Digit grouping symbol e List separator one character Time style e Time separator Short date style 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 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 mm yy or dd mm yyyy 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 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 Video Drivers After much testing GE Fanuc has found that some video drivers have unique problems that are apparent only when using these drivers Additionally GE Fanuc has found that many problems with video driv
61. e 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 RUNZ 96ENPROGRAM FILESNGE FANUCNPROFICY 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 4 5 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 4 5 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 4 5 installs to the C Dynamics folder After the iFIX 4 5 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 GE Fanuc Proficy iFIX there are a few extra steps you need to perform before you can start the older version SCU file in iFIX 4 5 First you must rename the older version SCU file so that the name is different than the default iFIX 4 5 SCU file For instance if you try to start an iFIX 4 0 SCU file in IFIX 4 5 when the names of both SCU files are the same an error mes
62. eeeeneeeees 11 third party suere 11 virtual memory optimizing for iFIX sss 12 Vista bmtanons 76 W WAAE2371 SIM eite eere 61 Windows virtual Memory sess 12 Windows Vista 716 TT 79 Windows Vista limitations 00 0 0 eeeeeeeeeeeeeee 76 Windows XP windows styles 28
63. ense Viewer 4 Login a Login Panel Microsoft Visual SourceSafe 6 0 w Minesweeper Gi MODBUS Plus Diagnostics MEN AE OPC PowerT ool m OPC Server EE O A Path C AWINDOWS system32 opcenum exe 13 Click OK e OPCENUM exe should now be listed in the Exceptions list with its check box selected 67 Getting Started Windows Firewall General Exceptions Advanced Windows Firewall is turned off our 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 fl Communications Remote Assistance O Remote Desktop O UPnP Framework Add Program Add Pott 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 e fany OPC server that you want to use is a dll surrogate an in process dll and not an exe you must add system32 dllhost exe into the Exceptions list e Youmust also add the GE Fanuc 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
64. ers 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 driver 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 Fanuc Getting Started has found that the latest version of third party video drivers can fix some problems e 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 e If all else fails to resolve the problem contact GE Fanuc 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 To optimize the virtual memory paging file for iFIX in Windows 1 From the Windows Control Panel open the System Properties dialog box H 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 In all other versions of Windows in the Control Panel
65. essage routing remote alarm areas alarm network service alarm summary and alarm history service settings List of startup tasks SQL configuration 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 To generate a system configuration report 1 Start the current installation of FIX32 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 File menu click Report The Select Report Name dialog box appears In the File Name field leave the default name The default name is the node name 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 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 40 section you can proceed to the actual product upgrade To upgrade from FIX 7 x I Complete the steps for Installing the iFIX Software 2 Follow the steps for Installing the FIX Desktop Software 3 Update the Database Dynamos 4 Install the Newest Drivers and iFIX Product SIMs 5 Copy the Backed Up Files into the New Product Folder 6 Import the FIX I
66. g box and remove the service command from the startup task list Be aware that you can only run programs such as the iFIX 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 Toolbars If 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 28 To resolve this issue GE Fanuc recommends 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 change the permissions on these files you must be logged in as an Administrator Use the following steps
67. h 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 9 10 11 12 13 14 My T Soft virtual on screen keyboard FIX Desktop is not installed with this option The Choose Destination Location screen appears Leave the default C Program Files GE Fanuc Proficy iFIX path or click Browse to select a folder NOTES e Ifyou 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 e Ifyou want to use 6 x drivers the iFIX compressed install path must be no greater than 64 characters 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 MACHINENSystenNCurrentControlSeNControNFileSystemNNtfsDisabl eSdot3NameCreation is not enabled is set to 0 when the install folder is created When set to 1 t
68. 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 Servers GE Fanuc 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 H Microsoft Windows 2000 Server Advanced Server e Microsoft Windows Server 2003 Novell NetWare If you use a NetWare file server GE Fanuc recommends that you use 82 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 GE Fanuc does not recommend using 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 15 node in Boston Eastern Standard Time generates an alarm a
69. he Proficy iFIX WorkSpace in NOTE Be sure to also select the Full Screen in Run Ge mode check box from the General tab and clear the Title bar and Resizeable check boxes from the Picture Preferences tab Switching from View or the Proficy Disable Task Switching iFIX WorkSpace in run mode to another application that may be running Restarting the computer using Disable lt Ctrl gt lt Alt gt lt Del gt Ctrl Alt Del or logging out of Windows when running View or the Proficy iFIX WorkSpace in run mode Using the Proficy iFIX WorkSpace Disable WorkSpace Menu Pulldown menu or switching to the configuration Setup the Report Generator To restrict an operator from environment while in run mode Accessing the Visual Basic Editor from the Proficy iFIX WorkSpace while in run mode Using the Ctrl O or Ctrl P shortcuts in the Proficy iFIX WorkSpace while in run mode Using the Ctrl O shortcut in the Proficy iFIX WorkSpace while in run mode Using the Ctrl P shortcut in the Proficy 1FIX WorkSpace while in run mode Select this check box Disable VBE Access Disable WorkSpace File Menu Accelerators Disable Open Accelerator Disable Print Accelerator If you used the Report Generator prior to upgrading to iFIX with FIX Desktop and want to use the Report Generator on the upgraded system with Office 2000 or later be sure to obtain and install SIM software improvement module number WAAE2371
70. he 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 Click Next to continue NOTE If you selected a Custom install instead of Complete the Select Features screen appears Select the features you want to install and click Next 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 minutes when the install finishes copying the files the Proficy iFIX Configure Wizard dialog box appears Enter the Node Name Node Type and Connectivity Type if applicable and then click OK A few more files are installed and after a few moments 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 Finish After the install completes Getting Started e If you have a new key power off the computer and insert your USB or parallel port key into the appropriate port If you have an olde
71. he primary SCADA node such as NSD tags must be updated See the Steps To Configure Failover Option Two section for more details Example of Failover Option One The following graphic shows an example of how the failover settings for FIX32 differ from the iFIX failover settings when you use Option One FIX32 Failover iFIX Failover Primary Server SCADA Logical Node Name SCADA Backup Server SCADA Primary Server SCADA Backup Server SCADA Example of Failover Option One In this example notice that the iFIX settings includes a logical node name SCADA This logical node name is a new name not used in the FIX32 failover settings The names for your iFIX primary server SCADAI and backup server SCADA2 remain the same as the FIX32 names See the Steps To Configure Failover Option One section for more details on how to set this configuration up in your SCU 54 Steps To Configure Failover Option One To define a new logical name and configure the backup and primary grouping using the same names as FIX 7 x follow the steps below To configure failover option one 1 10 11 12 13 14 15 16 Click the Start button and point to Programs and then Proficy HMI SCADA iFIX and click System Configuration to open the SCU On the Configure menu click Local Startup The Local Startup Definition dialog box appears In the Logical Node Name field enter a name Be sure that this name is different than the local n
72. icrosoft Windows XP Professional Service Pack 2 or greater Since Windows XP has continuous updates you should run the Windows update feature to get the latest software H Microsoft Windows 2000 Professional or Advanced Server Edition with at least Service Pack 4 required Microsoft Windows Server 2003 Standard or Enterprise Edition Since Windows Server 2003 has continuous updates you should run the Windows update feature to get the latest software H Microsoft Windows Vista Business Enterprise or Ultimate Edition Since Windows Vista has continuous updates you should run the Windows update feature to get the latest software Microsoft Windows Vista Ultimate Edition running on a Tablet PC iClient Only Microsoft Windows XP Tablet Edition iClient Only H Network interface software for TCP IP network communication and certain I O drivers An I O driver for SCADA servers GE Fanuc 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 Fanuc Sales Representative or visit the GE Fanuc web site at http www gefanuc com for the latest list of drivers and supported hardware e Internet Explorer 6 or 7 Getting Started One of the following relational database applications if relational database software is used with iFIX H Microsoft SQL Server 2000 SP4
73. ification when Windows Firewall blocks a program What are the risks of allowing exceptions 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 63 Getting Started 64 Add a Port Use these settings to open a port through Windows Firewall To find the port number and protocol consult the documentation for the program or service you want to use Name Port number TCP Q UDP What are the risks of opening a port Change scope Di In the Name field enter a name for the port In the Port Number field enter 135 Select the TCP option Click OK to save your changes The port name you entered is now listed with its check box selected 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 E Acrobat Distiller 4 0 E Acrobat Distiller 5 0 23 Acrobat Header 5 1 2 Adobe Acrobat 5 0 Kd Adobe FrameMaker 6 0 9r Alam Sound Manager BE Alarm Viewer BA Allen Bradley DF 1 Setup Utility Backup amp Restore Wizard Basic Operation Package 1 HSSB v Path Coen Files GE Fanuc Proficy CIMPLICI 10 Click the Browse b
74. ion One 53 Getting Started Steps To Configure Failover Option Two NOTE For more detailed information on failover and LAN redundancy refer to the Mastering iFIX manual in the iFIX Electronic Books Understanding Failover Options After Upgrading To use failover and iFIX with FIX Desktop you have two options for your current failover configuration These options are described as follows Failover Configuration Option One With this option you first define a logical node name You use the same primary and backup node names that you used in your FIX 7 x application This configuration has the advantage of requiring no changes to pictures on the SCADA nodes but the disadvantage is that all iClient pictures and tag group files will have to be updated to connect to the logical node name rather than primary node name as in FIX32 This could be a significant effort depending upon the number of files you need to inspect See the Steps To Configure Failover Option One section for more details Failover Configuration Option Two With this option you use the name of the primary SCADA server from your FIX 7 x application as your logical name Since the logical node name and primary node name cannot be the same you then must then rename the node name for the primary SCADA The backup node name remains the same This configuration has the advantage of requiring no changes to pictures on the remote nodes but anything which directly references t
75. ions or you can migrate and create new pictures in the Proficy iFIX WorkSpace Before you upgrade you need to follow the steps outlined 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 33 Getting Started 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 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 Edit the 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
76. ktop installation The default iFIX install folder is C Program Files GE Fanuc 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 all driver configuration files PDB ODF PIC ODT PIC TGE PIC 42 Files to Copy KMX LYT SBL RCX RCY Draw ini View ini RPT HTRDATA HTR ALM APP Location to Copy in iFIX Folder PIC PIC PIC RCM RCY LOCAL HTRDATA HTR ALM APP To copy the backed up files into the appropriate Proficy iFIX product folders l Copy the PDB CSV and GDB files from the FIX32 PDB folder into the iFIX PDB folder NOTE If you installed iFIX to the default location the iFIX folders are located in this path C Program Files GE Fanuc Proficy iFIX Copy the contents of the FIX32 PIC folder into the iFIX PIC folder Copy the RCX files into the iFIX RCM folder Copy the RCY files into the iFIX RCC folder Copy the Draw ini View ini RPT files for FI32X into the iFIX 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 ALM folder into the iFIX ALM folder 43 Getting Started 9 Copy the conten
77. le computer You can have iFIX and FIX 7 0 installed on the same computer however The following sections address issues that 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 iFIX 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 Getting Started Starting up FIX 7 0 After Installing iFIX An application error occurs when you start up FIX 7 0 as a service
78. lick OK to return to the lt Selected OPC Server gt 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 73 Getting Started 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 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 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 di
79. me dates iod eit tte f e etate 81 Special Keyboard Buttons ssi tiie ith e eerte d o teret x eere dee 82 Getting Started KEN Le EE 82 Supported Networking Protocol eene nennen nnne nns 82 Supported VUE 82 Handling Time Zones when Using Networked FIX 6 15 and iFIX Nodes 83 Networking with Other iFIX and FIX Nodes nennen nnne 83 o c P 85 vi About This Guide Welcome to iFIX amp Thank you for taking the time to install and use iFIX 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 Supported networking components Reference Documents For more information on the System Configuration Utility 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 Setting Up the Environment Understanding iFIX Building a SCADA System General Installation Information This chapter provides general information you need in order to install iFIX including 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
80. mier 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 130 MB minimum 128 2 130 If your picture cache size increases your memory requirements should increase 2 to 3 times the file size for each picture that does not include bitmaps and controls 3 to 4 times the file 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 A 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
81. nces ini sees 4 format time and date sss 10 FreeDiskSpace parameter esssss 4 functionality conversion Database Dynamos 41 G getting started EIN 1 GrantUserFixServiceRights TI 85 Getting Started hardware Optional cereo rem Sheet exert ids 22 requirements for EIN 2 H hardware key described iere teen 5 installing etes 5 parallel port 5 recovery for improper installation 5 replacing defectve sees 8 serial number eor tere tito 5 troubleshooting eene 7 upgrading v3 incon teneret Renee 24 USB portt e ne ciem eene D hardware requirements ME MOLY wise eee reor e EUN IE ERREUR Ee EET TRE 4 recommended computers esses 3 HASDP eer RO EE 8 l T O drivers preparing for upgrade eee cece 35 verifying upgrade and database migration 45 iFIX installation failure esee 32 memory requirements ceeeeeseeceeeeeeseeeeee 4 new title bar 28 online registration eee ee eeteeeeeeee tees 19 optional hardware eee 22 pouce E 13 picture compatibility sees 29 previous version compatibility 30 recommended computers eese 3 recommended file servers 82 recommended video drivers 11 regional settings
82. nd make changes if necessary 9 From the SCU Configure menu click SQL and then click Configure SQL Tasks 10 In the SQL Task Configuration dialog box make sure that the Primary and Backup paths are 27 Getting Started correct if used 11 From the SCU Configure menu click Local Startup Paths 12 Inthe 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 iFIX Title Bar in iFIX WorkSpace iFIX 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 iF X OPC A amp E Server with this command iFixOPCAESrv exe service The service option is no longer needed to run the iF X OPC A amp E Server as a service You should go into the Task Configuration dialo
83. nel 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 4 5 To update the license with the iLicense file 1 Double click on the iLicense filename The iKeyUpdate dialog box opens The full path to your iLicense file should appear in the Update File text box If it doesn t appear browse to it 2 Click Update Now to update your hardware key 3 Click OK to confirm that you want to update your key A message appears telling you that the key was successfully updated 4 If you want you can run iKeyDiag to review the update to your hardware key NOTE Do not install iFIX 4 5 if you do not have the iLicense file iFIX 4 5 will function in demo mode only on a system that does not have an updated key 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 25 Getting Started e 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 EIN 2 5 and Earlier When you upgrade to iFIX 4 5 from iFIX 2 5 and earlier you are required to replace your existing hardware key and license
84. nfiguring Fonts for the Column Headings and Status Bar in the Creating Pictures electronic book To export a single language file 1 In the WorkSpace configuration mode open the picture you want to export a language file for 2 On the WorkSpace menu click User Preferences 3 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 4 Click OK to close the User Preferences dialog box 5 Right click in the picture and choose Property Window The Properties window appears 6 From the LanguageDesired list select the appropriate language 32 7 From the TranslateOnOpen list select Yes 8 On the Translation toolbar click the Export language file button A message appears letting you know the language file was successfully exported 9 You can now open the language file in a text editor and translate the text strings for the picture 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 2 In the Select pictures list select the check box for each picture you want to export a language file for 3 If applicable select the Show Tag Status pictures check box to display and select tag status pictures in the Select pictures list 4 If ap
85. o mode for two hours if the key is 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 4 5 iFIX 4 5 only supports HASP M1 and M4 keys NOTES e In 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 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 Fanuc 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 iKeyDiag or 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
86. ode name Leave the name in the Local Node Name field unchanged Click OK On the Configure menu click Network The Network Configuration dialog box appears Select TCP IP as the network type NOTE The automatic failover option requires a TCP IP network In the Remote Node Name field enter the logical node name from step 3 Click Add The logical name appears in the Configured Remote Nodes list box Select the node that you just added and click Configure The Remote Node Configuration dialog box appears Select the Enable Logical Node Names check box In the Primary Node field enter the primary node that you used in your FIX 7 x configuration In the Backup Node field enter the backup node that you used in your FIX 7 x configuration NOTE If you do not remember the Primary or Backup names refer to the Nodename rpt file that you created in the Generating a System Configuration Report section This report lists the node name and its partner node The Primary and Backup names must be different than the logical node name Click OK On the Configure menu click SCADA The SCADA Configuration dialog box appears Enter the name of the SCADA server with which this node is paired For the primary server this is the name of the backup node name that you used in FIX 7 x For the backup server this is the name of the primary server Refer to the names you entered in steps 12 and 13 55 Getting Started 17 Repeat steps 1 16 on the
87. olkit contact your local iFIX sales representative 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 rename 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 GE Fanuc Proficy iFIX PIC 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 to update instances of these Dynamos within existing pictures Only Dynamo objects created in the newer version of iFIX 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 PumpsAnim fds Tanks fds TanksAnim1 fds e TanksAnim2 fds 31 Getting Started e Valves fds D 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
88. onfiguration dialog box appears Enter the name of the SCADA server with which this node is paired For the primary server this is the name of the backup node name that you used in FIX 7 x For the backup server this is the name of the primary server Refer to the names you entered steps 12 and 13 Repeat steps 1 16 on the backup SCADA server Use the same logical primary and backup node names that you used for the primary node The Local Node Name field in step 4 as well as Partner node name field in step 16 should be different however NOTE For failover to work the logical node name primary node name and backup node name should be the same on all SCADA nodes Repeat steps 6 14 for each View node Enable Environmental Protection If your FIX applications used the environment protection feature prior to the iFIX with FIX Desktop upgrade you need to enable it again To enable this feature for iFIX and FIX Desktop use the 57 Getting Started Environment Protection tab of the User Preferences dialog box of the Proficy iFIX WorkSpace as shown in the following figure User Preferences General Animations Data Error Defaults Shape Preferences Picture Preferences Chart Preferences Drawing Options Environment Protection Background StartUp StartUp Pictures Change Management r WorkSpace Title and Menu Options WorkSpace File Menu Accelerators Disable Title Bar and Menu B
89. orkSpace if either is running 3 If you want to use the Disable Pop up Menu option open the FixUserPreferences ini file in 59 Getting Started the C Program Files GE Fanuc Proficy iFIX 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 4 To set the other environment settings open the Proficy iFIX WorkSpace On the WorkSpace menu click User Preferences The User Preferences dialog box appears Select the Environment Protection tab Select the Enable Run Time Environment Protection check box After you enable this setting the check boxes below become available 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 settings 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 60 To restrict an operator from Select this check box Closing the current picture displaying in Disable Title Bar and Menu Bar View or t
90. pears NOTE If this screen does not automatically appear double click the InstallFrontEnd exe file on the CD to display it 4 Click the Install iFIX link A message box appears asking you to confirm the install 5 Click Yes to continue The install program starts and the Welcome screen appears 6 Click the Modify option and then click Next to continue The Select Features screen appears 7 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 GE Fanuc Proficy iFIX e When the install completes a Maintenance Complete message box appears 8 Click Finish 9 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 To register iFIX online 1 From the WorkSpace s Help menu point to Proficy iFIX WorkSpace Help and then GE Fanuc Automation On the Web and click Register Online 2 Enter the appropriate fields on the registration form and click Next until all pages are completed 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 sing
91. pgrades 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 6 with SIM 8 or higher or Proficy Change Management 5 7 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
92. plicable 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 the 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 it 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 T 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 4 5 but continue to use your FIX 7 x pictures you must install iFIX 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 iFIX WorkSpace All applications use the iFIX security database and system configuration information This chapter describes how to upgrade the FIX 7 x product to iFIX 4 5 with FIX Desktop After you upgrade you can continue to use your FIX32 pictures in FIX Desktop Draw and View applicat
93. pplication with IFIX 4 5 do not uninstall iFIX You must install iFIX 4 5 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 4 5 Steps to Upgrade from an Earlier Version of iFIX 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 that there are no iFIX FIX or GE Fanuc processes running and close any other programs that are running 23 Getting Started 4 6 7 8 10 11 12 13 Insert the iFIX CD into your CD ROM drive The iFIX installation screen appears NOTE If this screen does not automatically appear double click the InstallFrontEnd exe file on the CD 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 ve
94. r key that you are updating use the update file and follow the instructions from GE Fanuc to update your key 15 Restart the computer As the computer 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 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 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 CD ROM after you already installed iFIX To install FIX Desktop software after installing iFIX 1 Ensure that there are no iFIX FIX or GE Fanuc processes running and close any other programs that are running 2 Log in to Windows with Administrator privileges 3 Insert the iFIX CD into your CD ROM drive The iFIX installation screen ap
95. r supports NetBIOS One parallel port or free direct connect USB port Some touch screens pointing devices and T O drivers require a serial port Additional ports for I O hardware should be ordered with the computer SVGA or better color graphics monitor and a 100 IBM compatible 24 bit graphics card capable of 800x600 resolution and at least 65 535 colors e Two button mouse or compatible pointing device such as a touch screen Recommended Computers iFIX has been tested by GE Fanuc on the following machines that were running Microsoft Windows 2000 Windows XP Windows Server 2003 or Windows Vista e Compaq Deskpro e Compaq EVO D500 Desktop 500 Minitower e Dell Dimension e Dell Optiplex GX110 e Dell Optiplex GX200 e Dell Optiplex GX270 e Dell Optiplex GX620 e Dell Optiplex 745 H Dell Precision 340 e Dell Precision 470 Dual Xeon e Dell Precision 530 Dual Xeon e Dell Precision 690 Dual Xeon e Dell Precision Workstation 420MT IBM NetVista Electrovaya Scribbler SC 2100 Tablet PC Microsoft Windows XP Tablet Edition or Getting Started Windows Vista iClient Only While GE Fanuc 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 GE Fanuc does not recommend the use of value or economy type computers with iFIX Instead GE Fanuc recommends you invest in the higher end pre
96. r toe ted 13 required application feature 13 Terminal Server 13 Windows Services esses 13 running iFIX as a service 13 S SCADA failover settings essessss 53 security configuration EXPO o ceen dio See 38 Importing incite e ntes 46 Security RPT evene 39 SIM ssh eu Seiten aha hes hk 61 software requirements sese 9 special keyboard buttons 82 starting up FIX 7 0 after iFIX install 19 SUperPro ose eeu e ES 8 supported TUS SEL VETS uen dott aen 82 IN drivers ntm 81 DetwWOrFKs teg AE Se SARS EEN 82 system configuration report 40 System Configuration Utility 35 T time format supporter 10 HME ZONES sie e Preis 83 toolbats eet ee 28 toolbars imported sese 28 87 Getting Started U upgrading from FIX 7 X eth eases at os 40 hardware Key eee 24 1FIX permissions eene 29 Older pictures oerte epe 30 preserving settings esee 26 to iFIX with FIX Desktop 34 USB hardware key described oe np 5 recovery from improper install 5 user globals iFIX upgrade considerations 29 using iFIX with Microsoft Office 20 88 V verifying I O driver and database migration 45 video drivers recommended sc eeeeceeseeceeeceeneecee
97. re using the ActiveWindow object in iFIX 2 1 may produce different results in an iFIX 4 5 system using multiple monitors with autoscale disabled The incorrect positioning and sizing occurs because the ActiveWindow object in 2 1 does not account for the disabled autoscale in 4 5 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 30 openpicture picture grf 0 100 Database Dynamos Database Dynamos also known as loadable blocks will require updates to work with iFIX 4 5 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 GE Fanuc web site or installed from the Allen Bradley Productivity Pack CD before you installed iFIX 3 x The GE Fanuc web site contains updated versions of the database dynamos supplied by GE Fanuc To obtain updated version of other dynamos contact the vendor of that dynamo To obtain the current version of the Database Dynamo To
98. recipes are located in the FIX32 RCM and RCC folders This step is necessary so that you can import your recipes after installing iFIX with FIX Desktop To convert your recipes to rcx and rcy files l Start FIX32 2 If security is enabled log in using a user account with Administrator rights 3 Start the FIX32 Recipe Manager RCP EXE 4 Save each master recipe as a rcx file a Open the master recipe RCM file b On the File menu click Save As The Recipe Mod Log dialog box appears c Click Save As The recipe Save As dialog box appears d From the Save File As Type drop down list select Master text rcx e Confirm that the location is the RCM folder and the file name is the same as the original file 34 f Click OK 5 Save each control recipe as a rcy file a Open the control recipe rcc file b On the File menu click Save As The Recipe Mod Log dialog box appears c Click Save As The recipe Save As dialog box appears d From the Save File As Type drop down list select Control text rcy e Confirm that the location is the RCC folder and file name is the same as the original file f Click OK 6 Verify that you saved all recipes by inspecting the FIX32 RCC and FIX32 RCM folders Preparing the UO Drivers for the Upgrade Before you upgrade to iFIX with FIX Desktop GE Fanuc recommends that you use the driver configuration program to export the driver information into CSV files By default thes
99. rmation about OPC on GE Fanuc s Support web site at http support gefanuc com Installing the iFIX Software The steps that follow outline how to install the iFIX software from the product install CD ROM To install EIN software 1 Log in to Windows with Administrator privileges Ensure that there are no iFIX FIX or GE Fanuc processes running and close any other programs that are running 2 Insert the iFIX CD into your CD ROM drive The iFIX installation screen appears NOTE If this screen does not automatically appear double click the InstallFrontEnd exe file on the CD to display it A message may appear with a security warning click Run to proceed 3 Click the Install iFIX link A message box appears asking you to confirm the install 4 Click Yes to proceed The install program starts and the Welcome screen appears 5 Click Next to continue The license agreement screen appears 6 Click I accept the terms of the license agreement if you want to continue and then click Next IMPORTANT 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 e The Setup Type screen appears K Select an option and click Next Complete Installs all iFIX components including options suc
100. rmissions on this dialog box e You may need to make changes to the Edit Limits for Access Permissions and Launch and Activation Permissions e Do not change the Edit Default settings since this will change the default settings for all programs and applications running on the computer 4 Click Access Permissions gt Edit Limits The Access Permission dialog box appears i Select the user labeled ANONYMOUS LOGON and then select the Allow check box for 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 ii Select the user labeled Everyone and then select the Allow check box for Remote Access 70 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 iii Click OK to close the Access Permissions dialog box and return to the My Computer Properties dialog box 5 Click Launch and Activation Permissions gt Edit Limits The La
101. rsion 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 For older keys M1 HASP keys use the GE Fanuc iKeyDiag utility to view the options enabled For newer keys M4 HASP keys use the Proficy License Viewer to view the options enabled NOTE If you try to run iKeyDiag and a newer key is installed an error message appears Similarly if you try to run the Proficy License Viewer when an older key is installed an error message appears Should an error message appear try starting the other utility to view the enabled options TIP Both the iKeyDiag or the Proficy License Viewer programs can be used to provide technical support personnel with information about your iFIX hardware key To use iKeyDiag to determine the enabled options 1 Click the Start button and then point to Run The Run dialog box appears 2 In the Open field enter iKeyDiag 3 Click OK The iKeyDiag utility appears IMPORTANT If you run iKeyDiag while running the Sample System the information displayed will reflect settings on a demo key rather than the actual settings of your hardware key To see your hardware key settings close the Sample System before running iKeyDiag 4 Click the iFIX tab to view the installed product options e For information on upgrading your key to include other options contact GE Fanuc You may need to use the iKeyUpdate
102. rsion 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 iF IX installs to the C Program Files GE Fanuc Proficy iF IX folder instead THIS IS NO LONGER AN UPGRADE Use caution in copying files from your previous iF IX release into your new iF IX install folder The Setup Type screen appears Select Complete and then click Next If you selected Custom instead you will be prompted later to select your install features such as iFIX 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 moments 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 iF IX 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 4 5 only supports HASP MI or M4 keys
103. rt the SCU and do the following Define the local node name and local logical name in the Local Startup Definition dialog box on the primary and backup SCADA nodes Define the remote node name as well as the primary and backup server pair in the Network Configuration dialog box on the primary backup and view nodes Define the partner SCADA in the SCADA Configuration dialog box on the primary and backup nodes You have two different options for the combination of Local Logical Primary and Backup node names that you use in these dialog boxes after you upgrade These options are detailed in the Understanding Failover Options After Upgrading section The following figure shows an example of these steps and the dialog boxes that you use from the SCU E 4 E ps DEEN Aa Ka Es NE E mqT ae oe F Erata Dial Diimatins Fame LecelMesde Hang ECAD f IPPAR P Essen Trusted Computing i LocalLogea Ham Dt eet Paemant ETOC VI De Detrdion Eofigasticn ile C FROGEN FLEE GE SUE _ VO Drva Naa EN Sanin Dera gl EL a gt amend lip Gebied Divers e Am FF Leediin e An 7 Gees arrira de Lech Bess Moder CPC DPE Cent v7 A bone ee Hane iuc r Majar E j Le Lem z De Panar SCADA conten ECA Haret canes eT Ca Geet e De o m Overview of Failover Steps The sections that follow detail how to configure these dialog boxes for either failover option you select Steps To Configure Failover Opt
104. rted control recipe files RCY in the RCC folder 6 Copy the initialization settings for the Draw and View applications and report files Draw ini View ini RPT from the LOCAL folder 7 Copy the entire HTRDATA folder which includes all collected historical data 8 Copy the entire HTR folder which includes your historical collection preferences 9 Copy the entire ALM folder which includes all alarm files and event logs 10 Copy the entire APP folder which includes any custom data and configuration files for your iFIX applications 11 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 must 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
105. s 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 a backup copy of your Alarm 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 a
106. s 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 2000 Windows 2003 Windows XP and Windows Vista are noted 69 Getting Started To launch the DCOM configurator 1 From the Start menu select or type Run The Run dialog box appears 2 Type dcomenfg and click OK e In Windows 2000 the Distributed COM Configuration Properties dialog box appears e n Windows Server 2003 Windows XP and Windows Vista 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 and Windows Vista 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 and Windows Vista kTo update system wide COM DCOM limits settings 1 On the Component Services dialog box expand Component Services then expand the Computers item 2 Right click My Computer and choose Properties The My Computer Properties dialog box appears 3 Click the COM Security tab There are four pe
107. s to the iFIX configuration This applies to iFIX running on any operating system Enabling iFIX to Run as a Service To 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 Local Startup Definition E 2 xl Local Node Name NODE1 Local Logical Name NODE1 Configuration File C PROGRAM FILESSGE FANUC F E r Service v Local Node Alias Continue running after Logoff Start FIX at system boot Cancel Help 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 6 Additionally if you want to start iFIX whenever you start Windows select the Start iFIX at system boot check box Getting Started e The Start iFIX at system boot option is available only when the Continue running after Logoff option is selected 7 Click OK 8 Exit the SCU 9 Restart iFIX
108. sage 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 4 5 System Configuration Utility After launching the SCU application open the older 26 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 iFIX 4 5 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 iFIX 4 5 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 that you back up the SCU only in the fbk file and restore it only in iFIX 4 5 If you do a Custom Backup click NO TO ALL other files when restoring just the SCU file Do not
109. 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 kTo modify driver specific DCOM settings In Windows 2000 l Access the DCOM configurator dcomcnfg exe The Distributed COM Configuration Properties dialog box appears 2 Click the Applications tab A list of applications displays 71 Getting Started 10 11 12 13 14 15 16 17 18 19 20 72 Select the OPC server you want to modify and click the Properties button The lt Selected OPC Server gt Properties dialog box appears 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 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 Use Custom option for each of the permissions in this dialog box and edit as described in the following steps In the Use custom access permissions area click Edit The Registry Value Permissions for Access Permission dialog box appears Click the Add button The Add Users and Groups dialog box appears From the Names
110. 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 4 5 product is an OPC 2 05a DA enabled client which lets iFIX retrieve data from any OPC 1 x or 2 x up to version 2 05a compliant data server To access local or remote data from a third party OPC Server use the iF X OPC Client version 7 4x which is also in included with iFIX iFTX also has an iFIX OPC Server OPC20iFIX exe that serves out data via OPC from the iFIX 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 Getting Started e iFixOPCAESrv exe an OPC 1 10 Alarm and Events A amp E Server Both OPC Servers included with iFIX are in compliance with the OPC Foundation s Self Tested specifications In iFIX 4 5 GE Fanuc ran a series of OPC tests to verify compliance for the versions listed above You can find more info
111. stall the iFIX product If you wait until after you uninstall iFIX the DAC uninstall will display error messages Upgrading from an Earlier Version of iFIX This chapter contains information about issues concerning upgrading to iFIX 4 5 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 4 5 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 Before You Upgrade Before you upgrade your version of iFIX make sure you e If you are upgrading an iFIX 4 0 computer with the Proficy Change Management 5 6 Client installed and want to continue running 5 6 install SIM 8 on the client computer before 22 upgrading to iFIX 4 5 This will allow SIMs to be installed easily in the future Shut down the DEP Data Execution Protection feature One way to do this is from the Control Panel access the System Propertie
112. t 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 in Boston generates an An iFIX node in Chicago displays the alarm with a alarm at 4 00 PM time stamp of 4 00 PM An iFIX node in Boston generates an A FIX 6 15 node in Chicago displays the alarm with a alarm at 4 00 PM time stamp of 4 00 PM Networking with Other iFIX and FIX Nodes iFIX 4 5 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 83 Getting Started 84 Index CSM EE 35 DEEN 34 ROX files ueneno rre 46 RCY Dile eic tete seem ERN e 34 REY files ante ost 46 RPT Bile estt ESSI 39 A ActiveWindow oben 30 adding passwords to RPT file 39 Advanced Historian not supported with IER i E 29 B backing up FIX Des 36 backup file server Dies 82 buttons special keyboard
113. t later offered the HASP MI key in 2002 All iFIX releases after 2 6 include support for the M1 key iFIX 4 0 is the first iFIX release to offer the M4 key iFIX 4 5 supports only the M1 and M4 keys The Rainbow SuperPro Sentinel USB Key was first offered in 1FIX 2 6 It was also supported in iFIX 3 0 and 3 5 If you are upgrading from one of these releases you may have a SuperPro key These keys must be exchanged for newer keys if you want to upgrade to iFIX 4 5 The SuperPro USB key is a lighter purple than the newer keys The version and type of key you have should appear imprinted on the outside of the key If you do not know the type of key you have read the label on the physical key What Does the Light At the End of the USB Key Indicate For the Aladdin HASP USB Key the light indicates that the key and the software are communicating If this light is off it indicates a problem with the key For the Rainbow SuperPro USB Key the light simply means that it is plugged in It does not indicate if it is running correctly This key is not supported in iFIX 4 5 If I 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 with FIX Desktop software requirements are One of the following operating systems M
114. the components of the iFIX software you purchased Typically you install your hardware key as you install the iFIX 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 Getting Started IMPORTANT Do not remove the hardware key from your node while iF IX 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 iF IX is running GE Fanuc supports the installation of the USB port hardware key only on systems running Windows 2000 Windows XP Windows Server 2003 or Windows Vista At this time GE Fanuc does not support USB keys connected through an external USB hub On new installs on Windows XP SP1 GE Fanuc recommends that you insert your USB key after you run the iFIX install License and Key Checking To use iFIX and other GE Fanuc products you must purchase the product with the desired options from GE Fanuc 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 ve
115. the imported user accounts will not contain passwords IMPORTANT Be aware that you cannot import a security file exported from another language T 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 Configuration 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
116. ting 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 4 5 release there were a limited number of OPC Servers supported on Windows Vista iFIX was tested with the OPC20iFIX exe Intellution OPCiFIX Server an OPC 2 05a out of process Data Server DDE Driver The DDE driver is not supported on Window Vista when iFIX is configured to run as a service 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 76 the Client Scheduler on iFIX 4 5 nodes is not supported on Microsoft Windows Vista since Proficy Change Management 5 6 and 5 7 do not support Windows Vista NetDDE NetDDE NetDDE exe is not supported on Windows Vista for security reasons Windows Vista cannot serve out DDE shares 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 DA
117. tion 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 A minimum Pentium 3 based 733 MHz computer For optimum performance GE Fanuc recommends a Pentium 4 based 1 GHz computer For a list of machines tested by GE Fanuc refer to the Recommended Computers section A minimum of 128 MB RAM for SCADA servers and iClients Refer to the Memory Requirements section for more information A minimum of 300 MB of free hard drive space to install a typical iFIX system including pictures databases alarm files and other data files 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 Fanuc 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 CD ROM drive TCP IP compatible network interface adapter for network communication and certain I O drivers NOTE iFIX no longe
118. to the driver documentation for information on the install process After obtaining and installing the latest drivers GE Fanuc recommends checking for the latest patches for the iFIX product Obtain all applicable iFIX SIMs and add ons from the Proficy GlobalCare Support web site http support gefanuc com Install these SIMs on top of the current iFIX installation FTo 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 support gefanuc com 2 Follow the instructions that came with your driver CD or the information included with the driver download S Check for the latest patches for the iFIX product Obtain all applicable iFIX SIMs and add ons from the GlobalCare Support web site http support gefanuc com 4 Install these SIMs on top of the installed iFIX product 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 Des
119. ts of the FIX32 APP folder into the iFIX APP folder Import the FIX UO 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 To import the I O driver configuration information 1 10 11 12 13 14 15 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 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 Configured I O Drivers list If required add the SIM DDE 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 Close the SCU Click Start and point to Programs Proficy HMI SCADA iFIX 4 5 and then iFIX 4 5 to launch the iFIX Startup dialog box Make sure the local node name is
120. u Upgrade i ebd RODA MER 22 Steps to Upgrade from an Earlier Version Of EIS 23 Upgrading the Lee 24 Upgrading from iFIX 2 6 or Late nennen nennen ener nennen 25 Upgrading from iFIX 2 5 and Earlier nennen 26 Preserving Settings when Upgrading ssssssssseeeeneeeennenn enne nennen 26 Notes on Database Dynamos and Custom Programs that Run with iFIX Startup 26 SGU Files and the Upgrade nieto tem tete e te 26 Title Bar in iFIX WorkSpace ssssssssseesesseee ener entente rint nr entente nn nns nrt nens 28 Programs that Run as a Service with iFIX sse eene 28 Toolbasz it tiet ioa cmd nant iA ducis 28 Standard vs Classic Window Givles enne 28 Changing Permissions for PlugAndSolve and User Globals sss 29 Advanced Historian Not Supported sssssssssssssssseeeeeeene enne nennen nennen 29 Compatibility of iFIX 4 5 Pictures 29 Resolving IFIX DISplayss the nti iden etie kt dente et ais 29 Converting Pictures from FIX 7 x pol 30 Running Pictures Created in an Older Version Of EIN 30 Using Code Written for Pictures in iFIX 2 1 esses 30 Database Dyriamos ndi io aede diei 31 FIX Dy am TEE 31 Deleting Temp Directory Contents if iFIX Installation Fails eeeeeeees 32 Alarm Summary Objects and Picture Translation ccccccceeceesceceeeeeceeeeeaeeeeeeeseeeeeseaeeseeeeeaes 32 Upgr
121. unch 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 following 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 Fanuc OPC Client driver to connect to launch configure and start the remote OPC servers GE Fanuc recommends 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 GE Fanuc recommends creating a group to contain individual users that need to access remote OPC servers GE Fanuc also recommends 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
122. utton A Browse dialog box appears Getting Started Look in My Recent Documents My Documents 3 system32 FImsswchx exe mstinit exe a mstsc exe P narrator exe P nbtstat exe P nddeapir exe Eneti exe P net exe P netdde exe netsetup exe netsh exe P netstat exe nisfunc exe T notepad exe F4 nslookup exe B ntbackup exe E ntkrnlpa exe ntoskrnl exe Za ntsd exe 1 ntvdm exe en nw16 exe P nwscript exe E odbcad32 exe Pl odbcconf exe Jopcenum exe lopenfiles exe C3 osk exe osuninst exe Ki packager exe pathping exe Or fi P pentnt exe perfmon exe P Iping exe E ping exe powercfg exe print exe E progman exe Fj proquota exe proxycfa exe Pl gappsrv exe Zeep Ep Pl gprocess exe Pl qwinsta exe rasautou exe P lrasdial exe File name Applications exe com icd My Network Files of type 11 Navigate to the System32 folder This folder is found under the operating system folder usually Windows or WINNT 12 In the System32 folder select the OPCENUM exe file and then click the Open button e In the Add a Program dialog box the path field displays the full path to and including the OPCENUM exe file 66 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 Tight NC Server BE Lic
123. w Application Features Available for iFIX User 52 Redefine SCADA Failover Settings eene nennen nnne nennen 53 Understanding Failover Options After Uooradimg 54 Example of Failover Option One sesenta 54 Steps To Configure Failover Option One enne 55 Example of Failover Option Two 56 Steps To Configure Failover Option Two 56 Enable Environmental Protection cccceeeeccceeeeesneeeeeeeeeeeeeaaeeeeeeaaeeeeeeaaeeeeeeaaeeeeeeaeeeeneaeeeeneaaes 57 Understanding Environment Protection in iFIX essen nennen 58 Steps to Enable Environment Protechon enne 59 Understanding Environment Protechon nennen nene 60 Setup the Report Generator 61 Setting up for Remote OPC Server Access ssssssssssseee eee 62 Setting Up the Windows XP or Vista Firewall for Use with Remote OPC Servers 62 Setting Up DCOM for Use with Remote OPC Geners 69 DCOM SCiINGS EE 69 System wide COM DCOM Limits Settings ccccccccceeeseeceeeeeseneeeeaeeeeaeeseneeeseaeeesaeeneneeeeaes 70 OPC Server specific DCOM Settings sse nennen nennen 71 iFIX and Windows Vista 76 Windows Vista and Security sssssssssssssesseeeee entente nennen snnt ens 77 Running iFIX as a Service with Other Gervices 78 Examples Using GrantUserFixServiceRIghts eee 79 Windows Vista and Mapped Network Drives A 79 EDA Applications and Windows Viera 79 Other EIN Installation Considerations sess nnns 81 S pported DIIVers ie ea EH e
124. 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 To export a list of user accounts l 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 Security to enter the Security Configuration 38 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 Click Save 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 this 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
125. ystem Shutdown Alarm Summary Display Historical Trend Display Run a Task from View Report Generator Historical Display Configuration Exit from View Database Block Add Delete GUI Recipe Builder Operations Window GUI Recipe Builder Development Window GUI Recipe Save GUI Recipe Download Feature Name for iFIX with FIX Desktop Database Manager WorkSpace Configure WorkSpace Runtime Fix32 Report Creator Fix32 Key Macro Editor Fix32 Operating System Window iFIX System Shutdown Fix32 Alarm Summary Display Fix32 Historical Trend Display Fix32 Run a Task from View Fix32 Report Generator Fix32 Historical Display Configuration WorkSpace Runtime Exit Database Block Add Delete Recipe Builder Operations Window Recipe Builder Development Window Recipe Save from Recipe Builder Recipe Download from Recipe Builder Feature Name for FIX32 Feature Name for iFIX with FIX Desktop GUI Recipe Upload Recipe Upload from Recipe Builder GUI Recipe Text Output Recipe Text Output from Recipe Builder GUI TASK Switching Enable Task Switching GUI System Reboot Enable Ctrl Alt Del Historical Trend Display View Only Fix32 Historical Trend Display View Only 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

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