HMI Server Build Procedure

Kinder Morgan Pacific Region
HMI Server Build Procedure
Revision 1
Date: 8/26/2013
Prepared by:
EN Engineering
Michael Cram – (913) 901-4407
Ric Kinney – (913) 901 4445
Reviewed By:
KINDERMORGAN
Troy R. Bower – (714) 560 4938
Hiten A. Dalal PE PMP – (714) 560-4765
WARNING: This record contains Sensitive Security Information that is controlled under 49 CFR parts 15 and 1520. No part of this record may be disclosed to persons without
a "need to know", as defined in 49 CFR parts 15 and 1520, except with the written permission of the Administrator of the Transportation Security Administration or the
Secretary of Transportation. Unauthorized release may result in civil penalty or other action. For U.S. Government agencies, public disclosure is governed by 5 U.S.C. 552
and 49 CFR parts 15 and 1520.
Kinder Morgan Energy Partners REV 1
SCADA Operations 8/26/2013
HMI Server Build Procedure Page 1 of 123
Document Revision History
Rev Date Description

0 8/26/2013 Released for Review
General Intent
This document is intended to provide a complete, step by step procedure for installing and configuring the
software necessary for a Windows 2003 R2 Server to function as a production field HMI server. As there are
exceptions to every rule, the instructions provided herein are intended as a general rule and are not intended to
cover every possible circumstance. Additionally, this document is not intended as a troubleshooting guide but as
an install guide and will only cover the most basic of troubleshooting steps during server and software
installation.
SCADA Operations - HMI Server Build Procedure

Table of Contents
1 Kinder Morgan Server Conventions .........................................................................................................7
iDRAC – Integrated Dell Remote Access Controller ................................................................................... 7
VMware ESXi .............................................................................................................................................. 7
HMI Server Name Structure ....................................................................................................................... 7
VMS Server Name Structure ...................................................................................................................... 8
IP Structure ................................................................................................................................................. 8
LocOps Account Username Structure ........................................................................................................ 9
Password Creation Structure ........................................................................................................... 10
2 Pre-installation Tasks ............................................................................................................................ 11
Creating the SCADA Setup Files Folder .................................................................................................... 11
Copying the Installation Files ................................................................................................................... 11
Unzipping files .......................................................................................................................................... 11
3 System Setup Configuration .................................................................................................................. 13
Turn on the server .................................................................................................................................... 13
Configure System BIOS ............................................................................................................................. 13
Configure iDRAC ....................................................................................................................................... 16
Configure Network Settings ............................................................................................................. 16
Configure Power Settings ................................................................................................................. 19
User Configuration ........................................................................................................................... 20
LCD Configuration ............................................................................................................................ 21
Save and reboot ............................................................................................................................... 22
4 ESXi Installation ....................................................................................................................................23
Installation ................................................................................................................................................ 23
ESXi Configuration .................................................................................................................................... 23
Set ESXi Password............................................................................................................................. 24
Configure Management Network .................................................................................................... 25
Virtual Machine Configuration ................................................................................................................. 28
Install VMware vSphere client ......................................................................................................... 28
Convert the Image ............................................................................................................................ 29
Licensing ................................................................................................................................................... 35
Network Configuration ............................................................................................................................. 37
Date/Time Configuration ......................................................................................................................... 39
VM Startup/Shutdown ............................................................................................................................. 40
Virtual Machine Configuration ................................................................................................................. 41
Virtual Machine CD/DVD Drive ........................................................................................................ 41
Virtual Machine Networking ............................................................................................................ 42
Virtual Machine Optimization .......................................................................................................... 42
Primary and Backup Servers ............................................................................................................. 42
Setup/Start Windows VM ........................................................................................................................ 43

5 Windows Installation (INCOMPLETE) .....................................................................................................44

Connect through the vSphere Management Console ............................................................................. 44
Install VMware Tools ................................................................................................................................ 44
Reactivate Windows (If Necessary) .......................................................................................................... 44
Install Microsoft Office and Activate ........................................................................................................ 44
Set Desktop Resolution ............................................................................................................................ 44
Configure Windows Networking .............................................................................................................. 45
Configure boot.ini..................................................................................................................................... 46
Add Users and Groups .............................................................................................................................. 46
Place the machine into the workgroup/domain ...................................................................................... 47
Remove Core Trace (if applicable) ........................................................................................................... 47
Enabling Remote Audio ............................................................................................................................ 48
6 Install Microsoft SQL Server 2008 .......................................................................................................... 50
Install Microsoft SQL Server 2008 ............................................................................................................ 50
Unzip Setup Files .............................................................................................................................. 50
Complete Prerequisites Installer ...................................................................................................... 50
Launch setup.exe again .................................................................................................................... 52
View and close “Setup Support Rules”............................................................................................. 52
Licensing ........................................................................................................................................... 53
Accept License Terms ....................................................................................................................... 53
Install Support Files .......................................................................................................................... 54
Feature Selection.............................................................................................................................. 55
Instance Configuration ..................................................................................................................... 55
Instance Configuration ..................................................................................................................... 56
Service Configuration ....................................................................................................................... 56
Database Configuration.................................................................................................................... 57
Analysis Services Configuration........................................................................................................ 57
Reporting Services Configuration ..................................................................................................... 58
Error and Usage Configuration ......................................................................................................... 58
Installation Rules .............................................................................................................................. 59
Ready to Install ................................................................................................................................. 59
Installation Complete ....................................................................................................................... 60
Close the Installer ............................................................................................................................. 60
Install Microsoft SQL Server 2008 Service Pack 1 .................................................................................... 61
Accept License Terms ....................................................................................................................... 62
Select Features ................................................................................................................................. 62
Check Files in Use ............................................................................................................................. 63
Ready to Update ............................................................................................................................... 63

Update Complete ............................................................................................................................. 64

Close update ..................................................................................................................................... 64
Do not Install Microsoft SQL Server 2008 Service Pack 2 ................................................................ 64
7 Install InTouch 10.1 SP3 ........................................................................................................................ 65
Unzip Setup Files ...................................................................................................................................... 65
Install Prerequisites .................................................................................................................................. 65
Wonderware InTouch Setup .................................................................................................................... 66
License Agreement ................................................................................................................................... 66
Feature Selection...................................................................................................................................... 67
User Name and Password ........................................................................................................................ 68
Ready to Install ......................................................................................................................................... 68
Installation Complete ............................................................................................................................... 69
8 ArchestrA Installation ........................................................................................................................... 71
Install Prerequisites .................................................................................................................................. 72
Wonderware Application Server Setup.................................................................................................... 72
License Agreement ................................................................................................................................... 73
Feature Selection...................................................................................................................................... 73
Ready to Install ......................................................................................................................................... 74
Installation Complete ............................................................................................................................... 74
9 Install Kepware.....................................................................................................................................76
Install Kepware 4.5 ................................................................................................................................... 76
License Agreement ........................................................................................................................... 77
Program Folder ................................................................................................................................. 78
Ready to Install ................................................................................................................................. 79
Install Kepware 5.8 ................................................................................................................................... 80
Installation Method .......................................................................................................................... 81
Destination Folder ............................................................................................................................ 81
Application Data Folder .................................................................................................................... 82
Shortcuts .......................................................................................................................................... 82
Vertical Bundle ................................................................................................................................. 83
Ready to Install ................................................................................................................................. 84
Complete the Licensing Kepware 5.8 now. ...................................................................................... 84
Licensing Kepware 5.8 .............................................................................................................................. 85

Start the Licensing Utility ................................................................................................................. 85

Manage Software License ................................................................................................................ 85
Activate a Product ............................................................................................................................ 86
Create Activation Request File ......................................................................................................... 87
Copy Activation Request File to PRSVRHQ1 ..................................................................................... 87
Make a Remote Desktop Connection to PRSVRHQ1 ....................................................................... 88
Add the site if prompted .................................................................................................................. 89
Login to the Kepware Website ......................................................................................................... 90
Complete Registration form ............................................................................................................. 91
Submit Registration Form ................................................................................................................ 93
Copy Activation Response File from PRSVRHQ1 .............................................................................. 93
Complete Activation in Kepware License Utility .............................................................................. 94
10 Install Canary 9.02 ................................................................................................................................ 95
Install Enterprise Historian ....................................................................................................................... 95
Start the Installer .............................................................................................................................. 95
Destination Folder ............................................................................................................................ 96
Ready to Install ................................................................................................................................. 97
Firewall Configuration ...................................................................................................................... 99
Install TrendLink ..................................................................................................................................... 101
Start the Installer ............................................................................................................................ 101
License Agreement ......................................................................................................................... 101
Destination Folder .......................................................................................................................... 102
Feature Selection............................................................................................................................ 103
Ready to Install ............................................................................................................................... 103
Firewall Configuration .................................................................................................................... 104
11 SCADA Installation .............................................................................................................................. 106
Install Listbar Trend Viewer.................................................................................................................... 106
Locate and run installer .................................................................................................................. 106
Install Alarm Database Viewer Controller .............................................................................................. 107
Locate and run installer .................................................................................................................. 107
If you receive an error when launching the MSI ............................................................................ 107
Configure WW Alarm DB Logger ............................................................................................................ 108
Start the WW Alarm DB Logger Manager ...................................................................................... 108
Start the Configuration Wizard ...................................................................................................... 109
Test Connection.............................................................................................................................. 110
Start the Configuration Wizard ...................................................................................................... 110
Query Selection .............................................................................................................................. 111

Advanced Settings .......................................................................................................................... 112

Leave Alarm DB Logger Manager Open ......................................................................................... 112
Configure WW Alarm DB Purge-archive ................................................................................................ 113
Start the WW Alarm DB Purge-Archive .......................................................................................... 113
General Tab .................................................................................................................................... 114
Configure Database ........................................................................................................................ 115
Test Configuration .......................................................................................................................... 115
Configure Purge/Archive ................................................................................................................ 116
Start the Alarm DB Logger Service ................................................................................................. 116
KM Queue (INCOMPLETE) ...................................................................................................................... 117
Wonderware InTouch Add-on DLL files (INCOMPLETE) ................................................................. 117
INKANTRL........................................................................................................................................ 117
CLARE .............................................................................................................................................. 117
PETRO ............................................................................................................................................. 117
Snapshot Image ...................................................................................................................................... 118
12 Appendix A - Server Installation Worksheet ........................................................................................ 119
13 Appendix B - THE LIST ......................................................................................................................... 120
14 Appendix C - Abbreviations ................................................................................................................. 122

1 Kinder Morgan Server Conventions

iDRAC – Integrated Dell Remote Access Controller
The iDrac allows for remote management of the server. As long as the server has power and is accessible
through the network, the iDrac can be used to manage the server, even if the server is powered down. The
iDrac has logging, power management and console utilities to manage the server at a basic level.
iDrac Login
Username: root
Password: The default password is calvin, but the password is modified to use the standard password during
the setup process
The iDrac is accessed through a web browser. Once the web browser is open, type http:// and the IP address
of the iDrac
Example: http://10.222.60.228 is how you would access the iDrac on Colton South’s primary HMI server.
VMware ESXi
The OS installed in the server is VMware ESXI on the server. This OS ‘hosts’ the Windows Server 2003 images.
The vSphere Client is used to manage this OS.
The vSphere client needs the IP address, management username and management password to connect.
vSphere Login
Username: root
Password: The default password is blank, but the password is modified to use the standard password during
the setup process
HMI Server Name Structure

Kinder Morgan has established a baseline standard for server names to make identifying a site server a bit
easier. This standard should never be deviated from.
The server name is comprised of the following components.

PR WTS XX Y
Pacific Region Windows Terminal Server Site Code Server Number
1. Pacific Region - this is the name of the region we support and will never change.
2. Windows Terminal Sever - this is the function of the server. Unless you are setting up a specialized server
(e.g. SQL Server), this will not change
3. Site Code - this is a two-letter abbreviation that is the code for the site. This will vary based on the site
you are working on, but it will always be 2 characters

4. Server Number - this is a designator for the server’s place in the hierarchy of the site. The primary server
has a server number of 1, and the backup server has a server number of 2.
Example:
PRWTSCL1 - Pacific Region Windows Terminal Server Colton Primary HMI Server
PRWTSCL2 - Pacific Region Windows Terminal Server Colton Backup HMI Server
VMS Server Name Structure

The VMS Name is slightly different that the HMI Server Name. It follows a similar pattern, with the exception
being that VMS is used instead of WTS.
PR VMS XX Y
Pacific Region Virtual Management Server Site Code Server Number
1. Pacific Region - this is the name of the region we support and will never change.
2. Virtual Management Sever - this is the function of the server and will not change
you are working on, but it will always be 2 characters
4. Server Number - this is a designator for the server’s place in the hierarchy of the site. The primary server
has a server number of 1, and the backup server has a server number of 2.
The VMS Name also has the full domain path appended to it. The domain path is
.scadakme.kindermorgan.com.
Example
PRVMSCL1.scadakme.kindermorgan.com - VMS Name for Colton Primary.
PRVMSCL2.scadakme.kindermorgan.com - VMS Name for Colton Backup.
IP Structure
Kinder Morgan has established a baseline standard for IP addresses to make configuring a network device a
bit easier. This standard should never be deviated from.
Each Dell Server has 3 IP addresses assigned to NIC 1. They are:

1. Remote Access IP (also called iDrac)
2. Infrastructure IP (also called vSphere)
3. Windows IP
The IP address is comprised of the following components.
10 Subnet Site Device
First Octet Frame Site Subnet Device ID
VSAT
CalNev
1. First Octet - this will always be 10.

2. Subnet - There are 3 network subnets that are used in the field. They are listed below:
a. SFPP Frame Network 222
b. SFPP VSAT Network 111
c. Calnev Network 215
3. Site - each site has a unique identifier, this will be the same for all devices at a given site, but each
site has a different code. (e.g. Colton is 60, HQ is 99)
4. Device ID - this is a unique identifier for each device on a given site. There are a few device ID’s that
are standard and may not be used for any other device.
a. 28 - Primary HMI Server Windows IP
b. 128 - Primary HMI Server Infrastructure (vSphere) IP
c. 228 - Primary HMI Server Remote Access (iDrac) IP
d. 113 - 1st TMS Moxa
e. 115 - 1st TNIU
f. 131 - 1st Thin Client
g. 173 - 1st PLC
The default gateway for a site has the same first 3 octets as the IP address with the 4th octet being 1. An
exception to this can be found at the Mission Valley Disaster Recovery facility, where the 4th octet is 254.
The subnet mask is 255.255.255.0.
Example:
10.222.60.1 Default Gateway
10.222.60.28 Primary HMI Server at Colton South Windows IP
10.222.60.29 Backup HMI Server at Colton South Windows IP
10.222.60.128 Primary HMI Server at Colton South Infrastructure (vSphere) IP
10.222.60.129 Backup HMI Server at Colton South Infrastructure (vSphere) IP
10.222.60.228 Primary HMI Server at Colton South Remote Access (iDrac) IP
10.222.60.229 Backup HMI Server at Colton South Remote Access (iDrac) IP
255.255.255.0 Subnet Mask
LocOps Account Username Structure

LocOps accounts are local to the machine. This account is created and maintained by Troy Bower and is used
by the operators as the default login to the box from the thin clients at the site. There are scripts tied to this
account, and it should not be used to login from any other machine except for troubleshooting purposes.
The password for this account is the same as the iDrac and vSphere password
Example: LocOpsCL is the local account for Colton and has a password of PRCL222.60.

Password Creation Structure

Kinder Morgan has established a baseline standard for iDRAC and vSphere passwords to make it easier to
decipher the password for these devices. This standard should never be deviated from.
The password is comprised of the following components

PR XX YYY . ZZ
Pacific Site Code IP Subnet period IP Site
Region
1. Pacific Region - this is the name of the region we support and will never change. It will be in capital
letters
you are working on, but it will always be 2 characters and will always be in capital letters.
3. IP Subnet - There are 3 network subnets that are used in the field. They are listed below:
a. SFPP Frame Network 222
b. SFPP VSAT Network 111
c. Calnev Network 215
4. Period - the period (.) character. This will not change from site to site.
5. IP Site - each site has a unique identifier, this will be the same for all devices at a given site, but each site
has a different code. (e.g. Colton is 60, HQ is 99)
Example:
PRCL222.60 - the password for Colton
PRHQ222.99 - the password for Servers at ORCC

2 Pre-installation Tasks
Creating the SCADA Setup Files Folder
Copying the Installation Files

The following installation packages need to be copied to the SCADA Setup Files Folder
 KM Queue
 Wonderware InTouch Add-on DLL files.
Unzipping files
A zip file is one compressed file that contains many files. Many of the installation files used for setting up a
new server are contained within a zip file.
To unzip a zip file:
1. Locate the file using Windows Explorer and right click on the file.

2. Next, Select Extract All from the menu. A new window will pop up like the one shown below. Click the
“Next” button to start the wizard.
3. Verify the directory where the files will be extracted and select “Next”

3 System Setup Configuration

Turn on the server
Configure System BIOS

1. When the Dell startup splash screen is displayed, press “F2” to enter System Setup, “Entering
Setup” should then appear in the upper right-hand corner of the screen.
2. Once in the System Setup has fully loaded (this may take up to two minutes) both the mouse
and keyboard can be used. First, click on “System BIOS”

3. Next, navigate to “Processor Settings.” Ensure that "Virtualization Technology" is enabled. Click
the back button or press the escape key to return to the System BIOS menu.

4. Navigate to “System Security”. Set “AC Power Recovery” to ON and set “AC Power Recovery
Delay” to Immediate. Click the back button or press the escape key to return to the System BIOS
menu and then do it again to return back to the System Menu.

Configure iDRAC
1. From the System Setup Main Menu, Select iDrac Settings
Configure Network Settings

From the iDrac Settings Menu, select Network
1. In the Network Settings menu, ensure that the Enable NIC option is enabled.

2. Next, set the NIC Selection to be LOM1
3. Next, Scroll down to IPv4 Settings. Use the settings you’ve recorded in Appendix A.
a. Ensure that “Enable IPv4” is Enabled
b. Ensure that “Enable DHCP” is Disabled
c. Set the IP Address to be the iDRAC IP Address in Appendix A. To follow convention, the
last octet should be .228.
d. Set the Gateway to iDRAC Gateway recorded in Appendix A.
e. Set the subnet mask to 255.255.255.0
f. Set the Preferred DNS Server to be 10.222.99.11 and Alternate DNS Server to be
10.222.200.11

4. Next, Scroll to IPv6 Settings and ensure “Enable IPv6” is Disabled.

5. Click the back button or press the escape key to return to the iDRAC Settings Main Menu.

Configure Power Settings

1. From the iDRAC Settings Menu, select Power Configuration
2. Ensure that “Power Supply Redundant Policy is set to “Power Supply Redundancy”
3. Set “Enable Hot Spare” to Enabled.
4. Set “Primary Power Supply Unit” to PSU1
5. Set “Enable Power Factor Correction” to Disabled

User Configuration
1. From the iDRAC Settings Menu, select User Configuration
2. Set “Enable User” to be Enabled.
3. Set the User Name to “root”
4. Next, set the password to be the iDRAC password you’ve recorded in Appendix A.
5. Then, Re-enter the password.

LCD Configuration
1. From the iDRAC Settings Menu, select LCD
2. “Set LCD Message” to “User-Defined String”
3. Then set the “User Defined String” equal to the device name followed by a dash and then the
VMS IP address recorded in Appendix A.
4. For example, Colton South’s would display PRVMSCL1 – 10.222.60.128

Save and reboot

6. From the iDRAC Settings Menu, press escape. The system should then prompt to save changes.
Press Yes to this prompt.
Press escape again. The system should then prompt to Confirm Exit. Press Yes to this prompt to
finish the iDrac Configuration.

4 ESXi Installation
Installation
1. Load the ESXi disk into the server
2. Reboot the system.
3. When the installer menu appears, select ESXi Installer and press the enter key.
4. When the installer loads, press the enter key to install ESXI.
5. Press F11 to accept the EULA.
6. Press Enter to accept the disk location
NOTE - If prompted that the disk contains data, press the enter key to continue with the
install. This will overwrite the drive.
7. If prompted, press F11 to begin the installation.
8. When the installation is complete, remove the disk from the drive and then Enter to reboot
the server.
ESXi Configuration
1. Once the server has completely rebooted, the screen should look like the following
screenshot though it may greyed out. Please note that the mouse cannot be used during the
ESXi configuration and all navigation must be done using the arrow keys on the keyboard.

Press F2 to customize the system.
Set ESXi Password

1. Select the configure password option and press the enter key
2. Press Enter to skip the Old Password.
3. Enter the VMS password you’ve recorded in Appendix A into the New Password input box and
then in the Confirm Password input box. The password is case sensitive, be careful to enter it
exactly. Press enter to complete.

Configure Management Network

1. From the main menu select “Configure Management Network” and press Enter
2. Then, select “IP Configuration” and press Enter
3. Arrow down to “Set the static IP address and network configuration:” and press the spacebar to
select it.
4. Next, arrow down and set the IP Address to the VMS IP you’ve recorded in Appendix A.
5. Then, arrow down and set the Subnet Mask to 255.255.255.0
6. Finally, arrow down and set the Default Gateway to the VMS Gateway you’ve recorded in
Appendix A. Press Enter to Continue.

7. Arrow down to DNS Configuration and press Enter.
8. Enter 10.222.99.11 for the Primary DNS Server

9. Enter 10.222.200.11 for the Secondary DNS Server
10. Set the Hostname to the VMS Name recorded in Appendix A and add
.SCADAKME.KINDERMOGAN.COM to the VMS Name. Example -
PRVMSHQ1.SCADAKME.KINDERMORGAN.COM
11. Press the Enter Key
12. Arrow Down to Custom DNS Suffixes and press Enter
13. Set the suffixes field to SCADAKME.KINDERMORGAN.COM and then press Enter.

14. Back at the Configure Management Network menu press escape. A window should pop up
prompting to “Apply changes and restart press management network?” Press “Y” to restart the
management network
15. Press the Escape Key to log out of the configuration utility.

Virtual Machine Configuration
Install VMware vSphere client

1. On your local computer, download the vSphere installer from:
http://vsphereclient.vmware.com/vsphereclient/7/8/6/1/1/1/VMware-viclient-all-5.1.0-786111.exe
Note that this is a 347 MB file and WILL take forever on anything less than a high speed internet
connection.
2. Launch the executable to begin the installation of vSphere Client on your local computer. Accept all
of the defaults during installation, being sure to accept the license.

Convert the Image

1. For this step you will need VMware Converter Standalone installed on your local machine.
2. Open the Converter Standalone Client program. If prompted to start required services, select yes to
start them.
3. To begin, click “Convert Machine” in the top-left corner of the window.
4. In the Source Type dropdown, select “VMware Workstation or other VMware virtual machine”.
5. Click the browse button next to “Virtual Machine File” and browse to the .vmx file that the server
image is stored under. Click Next to continue.

6. In the destination type dropdown, select “VMware Infrastructure virtual machine”

7. Next, enter the appropriate IP/Credentials.
o The IP will be the management IP address recorded in Appendix A
o The username will be “root”
o The password will be the VMS Password also recorded in Appendix A
8. Click Next to continue.

9. Verify the virtual machine name is correct (prwtsXXX.scadakme.kindermorgan.com) on the

Destination Virtual Machine screen. Note - this name should be recorded as the Windows PC Name
in Appendix A. Click Next to continue.

10. On the Destination Location Window, ensure that datastore1 is selected and that Virtual machine
version is 7. Click Next to continue.

11. On the server options screen, highlight the “Data to copy” field in the left pane. Click “Edit”
12. In the right pane, change the “Data copy type” to “Select volumes to copy” Change the target size to
at least 100GB. If the minimum is greater than 100GB, select minimum amount.
13. Highlight “Devices” in the left pane and select “Edit”

14. In the right pane change the allocated amount of memory for the virtual machine to 4096MB.Click
Next and then Finish
15. Repeat this conversion process for any other virtual machines to be loaded on the VM server.

Licensing
1. Connect to the VM server using VMware vSphere Client.
o The IP address is the management IP recorded in Appendix A.
o The user name is "root"
o The password is the VMS Password recorded in Appendix A.
2. Click Ignore if you receive a security warning about certificates.
3. Click the Configuration tab to open it.
4. In the Software section, Click on the "Licensed Features"
5. Click edit in the top-right corner.
6. In the Assign License pop-up window, click the "Assign a new license key to this host" radio button.

7. Type "5040H-2E1EM-18L30-08CA2-8W56H" in the new license key field.
8. Click OK and then click OK again.

Network Configuration
1. In the hardware section click on "Networking"
2. Click the "Add Networking" link in the top right corner of the window. Doing so pops up a new
window: “Add Network Wizard”
3. In the Add Network Wizard, Select the “Virtual Machine” radio button and click next

4. Next, select the “Create a vSphere standard switch” radio button and click the checkbox next to
vmnic1. Click Next to continue
5. Change the Network Label: to "Redundant Network"; then click next and then click finish
6. Click the Properties to the right of the Virtual Switch that contains the Management Network,
7. In the Ports tab, click the configuration labeled "VM Network" then click the Edit Button.
8. Change the Network Label: to "SCADA Network" then click OK and then Close.

Date/Time Configuration
1. Under the Software box click the Time Configuration and then click Properties in the top right corner
2. Click the Options button and then click "NTP Settings" in the window that pops up.
3. Click the Add Button underneath NTP Servers
4. Enter "10.222.99.11" in the Address field and then click OK.
5. Click OK, then OK and then OK again to complete the Date/Time Configuration.

VM Startup/Shutdown
1. In the software section click Virtual Machine Startup/Shutdown and then click Properties in the top
right corner of the window.
2. In the top left corner of the window that pops up, check the box "Allow virtual machines to start and
stop automatically with the system"
3. Next, click on the virtual machine being added
4. Then, click the Move Up button until the Virtual machine is under the Automatic Startup heading
5. Finally, change the Shutdown Action to "Guest Shutdown" click OK to complete the VM
Startup/Shutdown section.

Virtual Machine Configuration
Virtual Machine CD/DVD Drive

1. Expand the machine in the top left of the screen
2. Right click on the Virtual Machine that you to configure and click Edit Settings.
3. Click CD/DVD Drive 1

4. Under Device Type, select the radio button for Host Device
5. From the dropdown box, select /vmfs/devices/genscsi/mpx.vmhbha32:C0:T0:L0
6. Check the Connect at power on option under Device Status

Virtual Machine Networking

1. Click on the Network adapter 1
2. change the Network label: to "SCADA Network"
3. Click Network adapter 2

4. Change the Network label: to "Redundant Network".
Virtual Machine Optimization

1. Click the Options tab,
2. Next, click on the "CPU/MMU Virtualization"
3. Finally, click the option "Use Intel Vt-x/AMD-V for instruction set virtualization and Intel
EPT/AMD RVI for MMU virtualization" ( is the bottom option).
4. Click OK to close
Primary and Backup Servers

The server needs to be configured with both the primary and backup images (if applicable - unmanned
sites only have 1 server and 1 image). Repeat sections 4.8.1 – 4.8.3 for the other image.

Setup/Start Windows VM
Click on the new Virtual Machine and press the Play button to start the machine. You may monitor the
startup by clicking the console tab.

5 Windows Installation (INCOMPLETE)

Connect through the vSphere Management Console
1. Right click on the Virtual Machine and select Open Console.
2. Wait for Windows to boot successfully. Press Ctrl > Alt > Insert to to log in.
o User name is Wheatland,
o Contact your supervisor for the Wheatland password.
3. When the Shutdown Event Tracker Window appears, put cursor in the Comment box.
4. Hit the spacebar and press OK.
5. Once Windows boots successfully, most of the time it will need to be activated again, press NO
to activate later.
Install VMware Tools

1. A change in hardware and configuration will require a restart. Before agreeing to restart, install
VMware tools.
2. When the "New Hardware Found" box pops up in Windows, right click on the on the machine
you are completing in the infrastructure client and choose Guest -> Install/Upgrade VMware
tools.
3. Go back to the VM Console, and follow the onscreen prompts.
4. Let the server reboot.
Reactivate Windows (If Necessary)

1. Once the image is restarted, the hardware is now recognized and can be used. If required, now
is the time to reactivate Windows.
2. At the Prompt to reactivate Windows click Yes, next check the radio button next to "Yes, Let's
activate Windows over the Internet Now." option.
3. Click Next
4. On the next screen click the radio button next to "No, I don't want to register now; let's just
activate Windows"
5. Click Next, and the activation should be complete.
Install Microsoft Office and Activate

1. Install Microsoft Excel and Microsoft Word, following the on-screen prompts and rebooting as
necessary.
2. Once the install and necessary reboots are complete, Click Start -> Programs -> Microsoft Office
3. Open either Excel or Word.
4. Activate Office Via Internet.
Set Desktop Resolution

1. Right click anywhere in the desktop
2. Select properties
3. Open the settings tab.
4. Set the screen resolution to 1280 by 1024.
5. Click Apply
6. Click OK

Configure Windows Networking

1. Go to Start, Settings, Network Connections to display both adapters on the screen
2. Return to the VSphere client and right-click on the machine being edited.
3. Select edit settings.
4. Click on Network Adapter 2 (Redundant Network)
5. Uncheck the "Connected" box
6. Click OK
7. One of the adapters in the Windows session will show disconnected.
8. Click the adapter that is still connected in Windows and press the F2 key
9. Rename this adapter to “SCADA Connection”
10. Right click on the SCADA Connection
11. Choose Properties
12. In the properties window, check the box next to Show Icon in notification area when connected.
13. In the box labeled "This connection uses the following items:" scroll down and select "Internet
Protocol (TCP/IP)”
14. Click the Properties button.
15. Change the radio button to "Use the following IP address"
16. Enter the server address (this should be recorded on the cover page of this document).
17. Enter a Subnet mask of 255.255.255.0
18. Enter the server default gateway (this should be recorded on the cover page of this document).
19. The Preferred DNS server is 10.222.99.11.
20. The Alternate DNS server is 10.222.200.11.
21. Press OK
22. Always select NO if IP Message Box Appears.
23. Press Close
24. Select the adapter that is not connected
25. Press F2 to rename this adapter to "Redundant Connection".
26. Right Click on the Redundant Connection.
27. Choose properties.
28. In the properties window, check the box next to Show Icon in notification area when connected.
29. in the box labeled "This connection uses the following items:" scroll down and select "Internet
Protocol (TCP/IP)”
30. Click the Properties button.
31. Change the radio button to "Use the following IP address"
32. Enter the server address,
o If it is the Primary server, the IP address is 192.168.221.1
o If it is the backup the IP address is 192.168.221.2.
33. The subnet mask is 255.255.255.252.
34. There is no Default gateway or DNS addresses.
35. Press OK
36. Always select NO if IP Message Box Appears.

37. Press Close

38. In the Network Connections Window Click the Advanced menu and the Advanced settings option.
39. In the connections box move the SCADA connection to the top.
40. If necessary, move the Redundant Connection to the Second from the Top.
41. Click OK.
42. Back in the Infrastructure client right click on the machine you are configuring
43. Select Edit Settings,
44. click on the Redundant Connection
45. Recheck the Connected Check box.
46. Click OK.
Configure boot.ini
1. In Windows click Start
2. Select run.
3. Enter "CMD"
4. Press enter.
5. In the Command Prompt type "cd \" and press enter.
6. Then enter "attrib -s -h -r boot.ini" press enter.
7. Then enter "boot.ini" and press enter. This will open a notepad document,
8. On the line that has "multi(0)disk(0)rdisk(0)partition(1)\WINDOWS="Windows Server 2003,
Standard" /fastdetect /NoExecute=OptOut" change the OptOut to "AlwaysOff",
9. From the file menu, select save.
10. Close notepad.
11. In the Command prompt type "attrib +s +h +r boot.ini" press enter.
Add Users and Groups

1. Right click on My Computer
2. Select Manage
3. Expand Local Users and Groups
4. Right-click the Users folder.
5. Select New User.
6. Create a user with the following credentials:
o username: Convert
o Full name: convert account
o description: None
o password: 2110wsiC
o Uncheck User must change password at next logon
o check Password Never Expires.
7. Open the Groups folder
8. Right-click Remote Desktop Users
9. Select Add to Group
10. Click the Add button
11. Type convert in the Enter the object names to select box

12. Click OK
13. Click OK Again
14. Repeat the same for the Power Users group.
15. Close the computer management application.
Place the machine into the workgroup/domain

1. Right click on My Computer
2. Select Properties
3. In the Computer Name tab, click the change button
4. Select the Workgroup option
5. Type Workgroup in the field
6. Use the Convert user created earlier when prompted.
7. Click OK on the welcome pop-up
8. Click OK on the restart message pop-up
9. Click on the Advanced Tab
10. In the Startup and Recovery Section, click the settings button.
11. In the System failure section, select none in the Write debugging information section.
12. Click the error reporting button
13. Select the Disable error reporting radio button
14. Insure that there is a check next to But notify me when critical errors occur.
15. Click OK
16. Click OK to close the System Properties window
17. Select Yes to restart.
Remove Core Trace (if applicable)

1. If not already open, open a command prompt.
2. Type "sc stop ctsvc" and press enter
3. Type "sc stop ctclient" and press enter.
4. Type "sc delete ctsvc" and press enter.
5. Type "sc delete ctclient" and press enter.
6. Type "sc delete ctsetup" and press enter.
7. Reboot the VM.
8. Once Windows boots successfully, open Windows Explorer and delete "c:\coretrace" and
"c:\program files\coretrace".

Enabling Remote Audio
Windows 2003:
1. Click Start > Run, type services.msc, and click OK.
2. Change the Windows Audio service to Automatic and start the service.
3. Click Start > Settings > Control Panel > Administrative Tools.
4. Click on the Terminal Services Configuration section.
5. Double-click RDP-TCP.
6. Click the Client Settings tab.
7. Deselect Audio Mapping.
Windows XP and 2008:

1. Click Start > Run, type mmc, and click OK.
2. Add the Group Policy Object Editor snapin.
3. Expand Local Computer Policy.
4. Expand Computer Configuration.
5. Expand Administrative Templates.
6. Expand Windows Components.

7. Expand Terminal Services.

8. In Client/Server data redirection, enable Allow Audio Redirection.
9. Restart the virtual machine.
Windows 7 and 2008 R2:

1. Click Start > Run, type mmc, and click OK.
2. Add the Group Policy Object Editor snapin.
3. Expand Local Computer Policy.
4. Expand Computer Configuration.
5. Expand Administrative Templates.
6. Expand Windows Components.
7. Expand Remote Desktop Services.
8. Expand Remote Desktop Session Host.
9. In Device and Resource redirection, enable Allow Audio and Video Playback Redirection.
10. Restart the virtual machine.
Notes:
• Windows XP may require the policy to be set to Enable.
• Windows 2008 may require the policy to be set in User Configuration\Administrative
Templates\Windows Components\Terminal Services.

6 Install Microsoft SQL Server 2008

Install Microsoft SQL Server 2008
Unzip Setup Files

Navigate to “C:\SCADA Setup Files\001 KM Server Patches”. Locate “SQL Server 2008.zip” and “SQL2008
Support Files.zip” and extract them into the same folder. Navigate to the directory where the Microsoft
SQL Server 2008 installation files are extracted and then open the setup.exe.
Complete Prerequisites Installer

The installer may prompt to install .NET and Windows Installer requirements. Click OK to this prompt.

A Wizard will guide the remainder of the prerequisites installation. Start by clicking “Next” to start the installer.
On the following screen, check the “I Agree” radio button and click “Next”. The Installer will then run. When it is
completed it will then show a window like below with a “Finish” button. The wizard may complete with a
prompt to reboot the server, go ahead and do this. If the server does not automatically reboot go ahead and
reboot the server manually.
Figure 6-1 Prerequisite Installer Start Figure 6-2 Prerequisite Installer License Agreement
Figure 6-4 Prerequisite Installer Reboot Required
Figure 6-3 Prerequisite Installer completed

Launch setup.exe again

After the server reboots, the installer should bring you to a screen similar to this one. Click on
“Installation” on the left side of the window. Next, Click on “New SQL Server stand-alone installation or
add features to an existing installation”
View and close “Setup Support Rules”

If any of the checks have failed, click the “Show Details” buttons to find out the cause and then correct it.
“Re-run” will run the checks again. Click “OK” to continue.

Licensing
If using the SCADA provided installer the product key box will be automatically populated.
Accept License Terms

Check the checkbox next to “I accept the license terms” and then click the “Next” Button.

Install Support Files

Click Install Button to continue.

Click Show Details to view the report from the support files installation. If all items show Passed
or Not applicable, click “Next” to continue.

Feature Selection
On the feature selection screen, select the features as shown in the screenshot below. Click
“Next” to continue.
Instance Configuration
On the Instance Configuration screen, click “Next” to continue as the default configuration is
acceptable.

Instance Configuration
Click next to Continue.
Service Configuration
For each of the services listed in the window, select “NT AUTHORITY\ NETWORK SERVICE” as the
account name and for startup type select “Automatic”. The only exception to this would be “SQL
Full-text Filter Daemon Launcher” which will have no account name or password and the startup
type will be manual.

Database Configuration
Three settings need to change on this page. First of all, select “Mixed Mode” instead of
“Windows Authentication Mode” this allows for both local and domain accounts. Next Enter in
the SA password on both input lines. The password is KM_SysEng. Lastly specify SQL Server
administrators and add members of the Administrators group to the list.
Analysis Services Configuration

On this page, add the administrators group by clicking on the “Add” button, Once this is done,
click “Next” to continue.

Reporting Services Configuration

Use the default configuration for this screen. Click “Next” to continue.
Error and Usage Configuration

Use the default configuration for this screen which is to not send in any usage reporting to
Microsoft. Click “Next” to continue.

Installation Rules
or Not applicable, click “Next” to continue.
Ready to Install
Click “Install” to begin the actual installation process. The Installation process can take a while.

Installation Complete
When the SQL Server Installer has completed successfully, the following screen will be
displayed. If any items are not marked success, note them and follow instruction given to
address them.
Close the Installer

Click “Close” to close the installer, the system should reboot automatically, if it does not go
ahead and reboot the server after closing out of all other running applications.

Install Microsoft SQL Server 2008 Service Pack 1
Unzip Setup Files

Navigate to “C:\SCADA Setup Files\001 KM Server Patches”. Locate “Sql Server 2008 SP1.zip”
and it into a folder. Navigate to the directory where the Microsoft SQL Server 2008 SP1
installation files are extracted and then run SQLServer2008SP1-KB968369-x86-ENU.exe.

or Not Applicable, then click “Next” to continue.

Accept License Terms

Check the checkbox next to “I accept the license terms” and then click the “Next” Button.
Select Features
Select all features to upgrade, there should be just one. Click Next to continue.

Check Files in Use

After the file check has completed successfully, click Next to continue.
Ready to Update
Click Update to begin the update.

Update Complete
The following screen will appear after the update is complete. Click Next to continue.
Close update
Click Close to finish the SQL Server updater. At this time, manually reboot the server.
Do not Install Microsoft SQL Server 2008 Service Pack 2

As of 10/29/12 InTouch 10.1 and Archestra 3.1sp2 are only qualified up to Microsoft SQL Server 2008
Service Pack 1.

7 Install InTouch 10.1 SP3

Unzip Setup Files
Navigate to “C:\SCADA Setup Files\001 KM Server Patches”. Locate “InTouch101SP3.zip” and extract it into a
folder. Next, navigate to the directory where the installation files have been extracted and then run
setup.exe.
Install Prerequisites
The installer begins by installing some prerequisites. Review the list of software to be installed and then
click “Install Prerequisite” to continue. After the prerequisites installer completes successfully the status
of all items shown should be “Prerequisite met” and the “Install Prerequisite” button will change to
“Next”. Click Next to continue.

Wonderware InTouch Setup

Click Next to begin the installer.
License Agreement
Click the checkbox next to “I accept the License Agreement” and then click Next to continue.

Feature Selection
Check that all of the components in the following list are selected for installation.
 InTouch Runtime
 InTouch Development
o InTouch Help Files
 Alarm Logger Components
 InTouch PDF Documentation
 InTouch SQL Access
 Symbol Factory

User Name and Password

A Username and password must be configured to all for off-node communications; Kinder Morgan uses a
standard combination for this purpose. The username is wwAdmin and the password is KM~App~2004.
Ensure the box “Create Local Account” is checked and then click Next to continue.
Ready to Install
Review the list of components to install and then click Next to begin the actual installation.

This screen will be displayed once the InTouch installation has completed. Do not check the checkbox next to
“Install Wonderware Application Server” as this will be installed later. Click Next to continue.
This window has been lingering in the background, Since the installation is now complete, click Next to
continue.

The installation is now complete, click Finish to continue.
The Installer will then prompt to reboot the server. Select “Yes” to allow this reboot to continue. Once
the server has rebooted, restart the installer.

8 ArchestrA Installation
Unzip Setup Files
Navigate to “C:\SCADA Setup Files\001 KM Server Patches”. Locate “AppServer31SP3.zip” and extract it
into a folder. Next, navigate to the directory where the installation files have been extracted and then
run setup.exe.

Install Prerequisites
The installer begins by installing some prerequisites. Review the list of software to be installed and then
click “Install Prerequisite” to continue. After the prerequisites installer completes successfully the status
of all items shown should be “Prerequisite met” and the “Install Prerequisite” button will change to
“Next”. Click Next to continue.
Wonderware Application Server Setup

Click Next to begin the installer.

License Agreement
Click the checkbox next to “I accept the License Agreement” and then click Next to continue.
Feature Selection
Check that all of the components are selected for installation. Click Next to Continue

Ready to Install
This screen will be displayed once the InTouch installation has completed. Do not check the checkbox
next to “Install Wonderware Application Server” as this will be installed later. Click Next to continue.

The Installer will then prompt to reboot the server. Select “Yes” to allow this reboot to continue. Once
the server has rebooted, restart the installer.

9 Install Kepware
Install Kepware 4.5
Unzip Setup Files

Navigate to “C:\SCADA Setup Files\001 KM Server Patches”. Locate and run KEPServerEX.exe.

License Agreement
Click the checkbox next to “I accept the terms of the license agreement” and then click Next to continue.
Feature Selection
Click the checkbox next to “Select All (Full Installation)” as all components are required for installation.
Then click Next to continue. A Pop-up window may pop up informing that the OPC DX Plugin has been
selected and that it must be enabled to be used post-installation. Click OK to this window to continue.

Program Folder
The default folder of “Kepware Products\KEPServerEx\” is acceptable. Press Next to continue.

Ready to Install
This screen will be displayed once the Kepware installation has completed. Do not check the
checkbox next to “Yes, I want to view the contents of the readme file.” Click Finish to complete
the installer.

Install Kepware 5.8
Unzip Setup Files

Navigate to “C:\SCADA Setup Files\001 KM Server Patches”. Locate and run KEPServerEX.exe.
License Agreement
Click the checkbox next to “I accept the terms of the license agreement” and then click Next to continue.

Installation Method
Two options are presented for the installation method “Side by Side” and “Remove and Redirect” Kinder
Morgan chooses to install “Side by Side”.
Destination Folder
The default folder of is the preferred installation folder. Press Next to continue.

Application Data Folder

The default folder of is the preferred application data folder. Press Next to continue.
Shortcuts
No shortcuts are necessary. Uncheck the box next to “Configuration Desktop Sortcut” Press Next
to continue.

Vertical Bundle
No Vertical Bundles are necessary for Installation. Click Next to continue.
Feature Selection
All of the default components need to be installed; additionally all “Communications Drivers” needs to
be installed along. Once these are selected, click Next to continue.

Ready to Install
This screen will be displayed once the Kepware installation has completed. Viewing the readme
is not necessary. Click Finish to complete the installer.
Complete the Licensing Kepware 5.8 now.

Licensing Kepware 5.8
Start the Licensing Utility

Once the software installation is complete open the “Start Menu” -> “Programs”
>>”Kepware”>>”KEPServerEX 5”>>”License”>>”License Utility”
Manage Software License

With the License Utility open select “Manage Software Licenses” from the drop list and click
Next to continue.

Activate a Product
Click the “Activate a product” radio button. If a VM is detected, check the transfer
acknowledgement checkbox. Click Next to continue.

Create Activation Request File

This step creates an Activation Request File. The activation id used is:
6c9d69c8-746f-43a9-8f77-7f37b6b94542
Enter this into the Activation ID input field, and then click “Save to File.” This will pop up a “Save
As” box to select where to save the file. Save this file to the desktop.
Copy Activation Request File to PRSVRHQ1

Navigate to \\PRSVRHQ1\Kepware\Activation_Request_Files. Then select the server code for
the server and then copy the activation request file into that folder.
Ex: If working on Colton South’s Primary server, the directory would be

\\PRSVRHQ1\Kepware\Activation_Request_Files\CL1

Make a Remote Desktop Connection to PRSVRHQ1

Initiate an RDP connection to PRSVRHQ1 and navigate to “C:\Data\Kepware5.x Lic Transfer Folder.” In this
folder, there is a shortcut “My Kepware Customer Self Service Portal” This will open the Kepware Website
to the logon screen. Alternatively open Internet Explorer and navigate to
https://kepsfdc.kepware.com/mykepware/Landing.aspx

Add the site if prompted

The first time you do this you will need to allow “File Downloads” in Internet Explorer so From Internet
Explorer, open “Tools>Internet Options” on the main menu. Next, Click the Security Tab and then the
“Custom Level…” button. In the “Security Settings – Internet Zone” window that pops up scroll down to
the Downloads section and enable both “Automatic prompting for downloads” and “File Download.” Click
[OK] and then [OK] to exit and save the changes.

Login to the Kepware Website

Login to the website using the following credentials
Email Address: Troy_Bower@Kindermorgan.com
Password: KepWare5.x
Once your logged in find the “Product Licensing and Registration” section in the middle of the page in
the right column and then click on the “Activate Product License” Link.

Complete Registration form

Fill out the registration form as it is given below.
 Note that by checking the “I am the End User” checkbox the End User Registration Information is
automatically populated.
 Enter the server name in the Installation “Location Notes:” under the Optional Information
 If you don’t remember the Activation ID it is:
6c9d69c8-746f-43a9-8f77-7f37b6b94542
 The Activation Request File uploaded during step 9.3.5 will be found at:
C:\Data\Kepware5.x Lic Transfer Folder\Activation_Request_Files\YOURSERVERFOLDER


Submit Registration Form

Once you select the path for the Activation_request file then you can click the [Generate
Activation Response File] Not much will change on the page, but at the top of the form there will
be a new link “Download Activation Response File.” Click this link and the Save File prompt will
be given.
Save the file at the following path
C:\Data\Kepware5.x Lic Transfer Folder\Activation_Responce_Files\YOURSERVERFOLDER
Once the download has completed log off from PRSVRHQ1.
Copy Activation Response File from PRSVRHQ1

Navigate to \\PRSVRHQ1\Kepware\Activation_Responce_Files. Then select the server code for
the server and then copy the activation response file from that folder onto the server.
Recommended copy location is the Desktop.
Ex: If working on Colton South’s Primary server, the directory would be

\\PRSVRHQ1\Kepware\Activation_Responce_Files\CL1

Complete Activation in Kepware License Utility

Back in the Kepware License Utility, click “Import File” and then navigate to the where the
Activation Response file has been stored. Once the import is complete you will see the list of
drivers that have been unlocked in the Kepware

10 Install Canary 9.02

Unzip Setup Files
Navigate to “C:\SCADA Setup Files\001 KM Server Patches”. Locate “Canary902.zip” and extract it into a
folder. Next, navigate to the directory where the installation files have been extracted.
Install Enterprise Historian
Start the Installer

To start the installer, launch EnterpriseHistorian_27051.exe

License Agreement
Click the checkbox next to “I accept the terms in the license agreement” then click Next to
continue.
Destination Folder
The default destination folder is required here so no changes are necessary. Click Next to
continue.

Feature Selection
Add “DataSet Sync Source” to the list of components to install then Click Next to continue.
Ready to Install
Historian is now ready to begin the installation process. Click Install to continue.

The Installation has completed successfully, check the checkbox next to “Launch utility…” Click
Finish to continue.

Firewall Configuration
The DCOM utility attempts to configure the Windows Firewall but fails. However, in order for
setup to complete successfully, the DCOM utility must be run. Click “Make Changes” to
continue.

The Changes are unsuccessful, but click OK to the message box regarding the firewall. Click Exit
to complete setup. The system will prompt for a reboot after this, accept and allow the server to
reboot.

Install TrendLink
Start the Installer

To start the installer, launch TrendLink_27051.exe.
License Agreement
Click the checkbox next to “I accept the terms in the license agreement” then click Next to
continue.

Destination Folder
The default destination folder is required here so no changes are necessary. Click Next to
continue.

Feature Selection
In addition to the default components, there are three components that need to be selected. They are:
 OPC DataSource
 OPC HDA DataSource
 OPC UA DataSource
Ready to Install
TrendLink is now ready to begin the installation process. Click Install to continue.

Firewall Configuration
The DCOM utility attempts to configure the Windows Firewall but fails. However, in order for setup to
complete successfully, the DCOM utility must be run. Click “Make Changes” to continue.

The Changes are unsuccessful, but click OK to the message box regarding the firewall. Click Exit to
complete setup. The system will prompt for a reboot after this, accept and allow the server to reboot.

11 SCADA Installation
Install Listbar Trend Viewer
Locate and run installer

Navigate to “C:\SCADA Setup Files\ENE - KM - ListBarTrendViewer”. Locate “ListBarTrendViewer 2.6.4
Installer.exe” and double click it to run it. Accept all of the defaults for this installer. Click “Finish” when
completed.

Install Alarm Database Viewer Controller
Locate and run installer

Navigate to “C:\SCADA Setup Files\ENE - KM - Alarm Database Viewer Control”. Locate “Alarm Database
Viewer Control Setup 1.2.5.msi” and double click it to run it. Accept all of the defaults for this installer.
Click “Finish” when completed.
If you receive an error when launching the MSI

1. If you get the msiexec help screen, close that screen and do the following.
a. Go to Start-> Run
b. Type the following where the correct path to the installer is used.
msiexec /i "C:\SCADA Setup Files\ENE - KM - Alarm Database Viewer Control\Alarm Database Viewer Control
Setup 1.2.5.msi"
c. Press Enter
d. This will launch the installer; simply follow the prompts, accepting the defaults as you go.
2. If prompted that an older version is installed, remove using Add/Remove Programs before installing
and then repeat the above steps.

Configure WW Alarm DB Logger
Start the WW Alarm DB Logger Manager

From the console session of the server, launch the Alarm DB Logger Manager by Start > All
Programs > Wonderware > InTouch > Alarm DB Logger Manager

Start the Configuration Wizard

Click the Stop Button to stop the service (note, if the stop button is greyed out, the service is stopped). To
start the configuration wizard for the InTouch Alarm DB Logger Manager Click the settings button from
the main interface.
The configuration window should then pop up and look similar to the following screenshot. Ensure the
following configurations are set,
SQL Server Name [local]

SQL Database WWALMDB
User Name sa
Password KM_SysEng *note that this is the same password used
in 6.1.13
Logging Mode Detailed

Test Connection
Next, click Test Connection. If the Alarm Logger is able to communicate with the SQL Server, the
following message will be presented. Click OK to this.
Start the Configuration Wizard

Next, click Create. Upon successful creation of the WWALMDB tables, the following message
box will be presented. Click OK to this window. Click Next to continue.

Query Selection
Ensure the Priority is from 1 to 999. In the Alarm Query box, ensure there is an entry for each
server - thin client pair at the site in the following format:
\\[Server IP]:[Thin Client IP]\InTouch!$System
Example: Two servers with IPs of 10.222.10.28 and 10.222.10.29 and 3 clients with IPs of
10.222.10.131, 10.222.10.132 and 10.222.10.133 would require the following entries:
o \\10.222.10.28:10.222.10.131\InTouch!$System
o \\10.222.10.29:10.222.10.131\InTouch!$System
o \\10.222.10.28:10.222.10.132\InTouch!$System
o \\10.222.10.29:10.222.10.132\InTouch!$System
o \\10.222.10.28:10.222.10.133\InTouch!$System
o \\10.222.10.29:10.222.10.133\InTouch!$System
If the server is for an unmanned site, the Alarm Query should be simply \InTouch!$System
If the site has tank gauging, the Alarm Query box must also have an entry for the Archestra alarms.
It should be in the following format:
\[GR Node Server IP]\Galaxy!aa_System
Example: GR Node is on a server with IP of 10.222.10.28 would have the following entry.
o \10.222.10.28\Galaxy!aa_System

Advanced Settings
Set the “Running Logger” to run as a “Windows Service”. Click Finish to Continue.
Leave Alarm DB Logger Manager Open

Leave the Alarm DB Logger Manager application open. We will need to use it to start the service
after we configure the Alarm DB Purge.

Configure WW Alarm DB Purge-archive
Start the WW Alarm DB Purge-Archive

From the console session of the server, launch the Alarm DB Logger Manager by Start > All
Programs > Wonderware > InTouch > Alarm DB Purge-Archive

General Tab
On the General tab, under Purge Properties select "Detailed Mode" and then enter "90" in the
Days online box.

Configure Database
Start by Clicking on the Database Tab. Ensure the following configurations are set,
SQL Server Name (local)

SQL Database WWALMDB
User Name sa
Password KM_SysEng *note that this is the same password used
in 6.1.13
Test Configuration
Next, click Test Connection. If the Purge/Archive Utility is able to communicate with the SQL
Server, the following message will be presented. Click OK to this. Click Apply to continue.

Configure Purge/Archive
On the Purge/Archive Tab
1. Check the Daily option
2. Set the Activation Time to "03:30:00 AM"
3. Set “Run As” to Application
4. Click the “Purge All Now” button
5. Click yes on the offline activity message box. This could take some time. It is complete when
the status box shows the number of records purged.
6. Next, change the “Run as” to "Service"

7. Press the "Activate" button and then press the "Apply" button and then press the “close”
button.
Start the Alarm DB Logger Service

The Alarm DB Logger Manager should still be open. Click the start button and then click the X in
the top right corner to close the program.

KM Queue (INCOMPLETE)
Wonderware InTouch Add-on DLL files (INCOMPLETE)
INKANTRL
INKANTRL is used to perform calculations for converting Feet to Feet-Inch-Eighths/Sixteenths,
handle cursor position referencing.
To install INKANTRL:
1. Copy C:\SCADA Setup Files\Wonderware Script Functions\Inkantrol\INKANTRL.dll
2. Paste INKANTRL.dll into C:\Program Files\Wonderware\InTouch
3. The available functions tied to INKANTRL are now accessible from Intouch.
CLARE
CLARE is used to determine whether batch and ticket entry is valid based on shipper and
product codes in the SFPDB database.
To install CLARE:
1. Copy CLARE.dll
2. Paste CLARE.dll into C:\Program Files\Wonderware\InTouch
3. The available functions tied to CLARE are now accessible from Intouch.
PETRO
PETRO is used to determine API Gravities and Temperatures
To install PETRO:
1. Copy c:\SCADA Setup Files\Wonderware Script Functions\Petro DLL files \PETRO.dll
2. Paste PETRO.dll into C:\Program Files\Wonderware\InTouch
3. The available functions tied to PETRO are now accessible from Intouch.

Snapshot Image
1. Begin by logging into vSphere Client. Expand the VM Server in the left column and right click on the
VM needing the snapshot. From the pop-up menu, Select Snapshot -> Take Snapshot as shown
below
2. In the window that pops up, enter the name of the server followed by the date in the following
format SERVERNAME-YYYY_MM_DD. Click OK to begin the actual snapshot.
3. In the main window of vSphere Client a task should begin in the bottom left corner of the window as
shown below

12 Appendix A - Server Installation Worksheet

Use the following worksheet to keep track essential information for setting up a new server.
Server Information
Site
Received Date
Dell Service Code
Dell Service Tag
iDRAC IP
iDRAC Gateway
iDRAC Login
iDRAC Password
VMS Name
VMS IP
VMS Gateway
VMS Login
VMS Password
Windows PC Name
Windows IP
Windows Gateway
HMI Name
Shipping Information
Ship to Site Date
Field Install Date
RMA Information
RMA Sent Date
RMA Receive Date

13 Appendix B - THE LIST

1. Ensure that canary has the proper registry entries to prevent it searching for a license server
 Open regedit
 Navigate to HKEY_LOCAL_MACHINE\SOFTWARE\Canary Labs\Licenses\CLI License Server
 If the DWORD key Find Server exists, Ensure that it is set to 0
 If the DWORD key Find Server does not exist, it must be created
o In the right pane of the registry editor, right click
o Select new from the pop-up menu
o From the flyout menu select DWORD Value
o Name the new DWORD value Find Server
o By default it will be set to 0
2. Prevent the server from performing a memory dump and disable error reporting
 Right-click on my computer.
 Choose properties
 Click the Advanced tab
 In the startup and recover section, click the settings button
 In the write debugging information section select none from the dropdown menu.
 Click OK
 Click the Error Reporting Button
 Select the disable error reporting radio button
 Click OK to close the error reporting window
 Click OK to close the system properties window
3. If a site no longer uses a physical alarm printer, remove the InTouch scripting that supports it.
 This scripting is in the application
4. Check the printer queue, if jobs are backed up on the alarm printer, remove them.
 Stop the Print Spooler Service
 Using Windows Explorer - Navigate to C:\WINDOWS\system32\spool\PRINTERS
 Delete all the files in this folder (do not delete the folder itself)
 Restart the Print Spooler Service
 Installing the HP Universal Print Driver resolves this problem. Work with the site to get the proper
MOC initiated and complete the work in accordance with their scheduling requirements.
5. Ensure that Canary is setup to e-mail SysEngSupport
 Open the Canary Historian Administrator
 Make sure you are on the General Tab
 Make sure that the Administrator Email Notification Section is completed
o SMTP Mail Server will always be SysEngSupport
o From Address will be the server name plus .Canary@kindermorgan.com.
 Example: PRWTSTU2.Canary@kindermorgan.com
o To Address will always be SysEngSupport@Kindermorgan.com
 Click Send TestMessage

o If you get a message box that says message sent, click the OK button.
o If you get an error message box, correct the error and retry until you can successfully send a
message
 Close the Canary Historian Administrator

14 Appendix C - Abbreviations
Listed below are some of the abbreviations used in alphabetical order.
ABBREVIATION EXPANSION
NIC Network Interface Card
VMS Virtual Managed Server

HMI Server Build Procedure

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HMI Server Build Procedure

Document Revision History

Rev Date Description

SCADA Operations - HMI Server Build Procedure

SCADA Operations - HMI Server Build Procedure

5 Windows Installation (INCOMPLETE) .....................................................................................................44

SCADA Operations - HMI Server Build Procedure

Update Complete ............................................................................................................................. 64

SCADA Operations - HMI Server Build Procedure

Start the Licensing Utility ................................................................................................................. 85

SCADA Operations - HMI Server Build Procedure

Advanced Settings .......................................................................................................................... 112

SCADA Operations - HMI Server Build Procedure

1 Kinder Morgan Server Conventions

HMI Server Name Structure

The server name is comprised of the following components.

SCADA Operations - HMI Server Build Procedure

VMS Server Name Structure

Each Dell Server has 3 IP addresses assigned to NIC 1. They are:

1. First Octet - this will always be 10.

SCADA Operations - HMI Server Build Procedure

The subnet mask is 255.255.255.0.

LocOps Account Username Structure

SCADA Operations - HMI Server Build Procedure

Password Creation Structure

The password is comprised of the following components

SCADA Operations - HMI Server Build Procedure

Copying the Installation Files

To unzip a zip file:

SCADA Operations - HMI Server Build Procedure

SCADA Operations - HMI Server Build Procedure

3 System Setup Configuration

Configure System BIOS

SCADA Operations - HMI Server Build Procedure

SCADA Operations - HMI Server Build Procedure

SCADA Operations - HMI Server Build Procedure

Configure Network Settings

SCADA Operations - HMI Server Build Procedure

2. Next, set the NIC Selection to be LOM1

SCADA Operations - HMI Server Build Procedure

4. Next, Scroll to IPv6 Settings and ensure “Enable IPv6” is Disabled.

SCADA Operations - HMI Server Build Procedure

Configure Power Settings

SCADA Operations - HMI Server Build Procedure

SCADA Operations - HMI Server Build Procedure

SCADA Operations - HMI Server Build Procedure

Save and reboot

SCADA Operations - HMI Server Build Procedure

SCADA Operations - HMI Server Build Procedure

Press F2 to customize the system.

Set ESXi Password

SCADA Operations - HMI Server Build Procedure

Configure Management Network

SCADA Operations - HMI Server Build Procedure

7. Arrow down to DNS Configuration and press Enter.

8. Enter 10.222.99.11 for the Primary DNS Server

SCADA Operations - HMI Server Build Procedure

SCADA Operations - HMI Server Build Procedure

Virtual Machine Configuration