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Installing DeltaV VMware

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Figures................................................................................................................................. 3
Tables .................................................................................................................................. 3
1
Welcome ..................................................................................................................... 4
1.1
About DeltaV VMware Installation and Setup ................................................... 4
1.2
Emerson Management Support Statement .......................................................... 4
1.3
Intended Audience .............................................................................................. 5
1.4
References ........................................................................................................... 5
1.5
Definitions........................................................................................................... 5
2
Installation Overview .................................................................................................. 7
3
Installing the Hardware ............................................................................................. 10
4
Installing the ESXi Operating System ...................................................................... 12
5
Installing the vSphere Client ..................................................................................... 13
6
Configuring ESXi Servers ........................................................................................ 19
6.1
Using Management Console to Configure Password and IP Address .............. 19
6.2
Using vSphere Client to Configure the Server ................................................. 19
7
Configure ESX Servers ............................................................................................. 22
7.1
Viewing the ESX Management Network ......................................................... 22
7.2
Configuring the iSCSI SAN (optional) ............................................................. 23
7.2.1 Configuring SAN Networking ...................................................................... 23
7.2.2 Configuring / Enabling iSCSI on each server ............................................... 26
7.3
Configuring Virtual Switches for DeltaV Primary, DeltaV Secondary, Plant
LAN, and Thin Client Networks ................................................................................... 32
8
Setting up vCenter..................................................................................................... 35
8.1
Installing Guest OS to support vCenter ............................................................ 36
8.2
Installing VMware Tools on Guests ................................................................. 36
8.3
Installing vCenter .............................................................................................. 37
8.4
Connect to the vCenter VM .............................................................................. 39
9
Synchronizing ESX Servers ...................................................................................... 39
10 Clustering Virtual System Resources ....................................................................... 41
10.1 Creating a Datacenter ........................................................................................ 42
10.2 Creating a Cluster ............................................................................................. 42
10.3 Adding Hosts to the Cluster .............................................................................. 44
11 Creating Virtual Machines ........................................................................................ 50
11.1 Creating Virtual Machines Using New Virtual Machine Wizard ..................... 51
11.2 Complete Virtual Machine Creation ................................................................. 53
11.3 Installing a Guest Operating System................................................................. 54
11.4 Installing and Upgrading VMware Tools ......................................................... 54
11.5 Adding Network Interface Cards ...................................................................... 55
11.5.1 Adding NIC to VM ..................................................................................... 55
11.5.2 Modifying NIC Settings inside Virtual Machines ...................................... 60
11.6 Installing DeltaV Software ............................................................................... 60
12 Creating Virtual Machines using Templates............................................................. 61
12.1 Creating a Template .......................................................................................... 61
12.2 Using a Template .............................................................................................. 65
13 Licensing ................................................................................................................... 73
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14

Connecting the DeltaV Dongle ................................................................................. 81

14.1 Connecting a USB Controller ........................................................................... 82
15 Thin Clients............................................................................................................... 94
16 Diagnostics ................................................................................................................ 95
Annex A. Known Issues ................................................................................................ 96
A.1. DeltaV VMware Release 11.3 .......................................................................... 96
Annex B. Revision History ........................................................................................... 97

Figures
FIGURE 2-1 STANDALONE SERVERS WITH NO LOCAL STORAGE .................................................................... 8
FIGURE 2-2 CLUSTERED SERVERS WITH NETWORK STORAGE ...................................................................... 9
FIGURE 2-3 INSTALLATION FLOWSHEET ......................................................................................................10
FIGURE 3-1 RACK LAYOUT..........................................................................................................................11

Tables
TABLE 1 SYSTEM SIZING .............................................................................................................................50
TABLE 2 CONFIGURATION PERFORMANCE RESULTS ...................................................................................96

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1 Welcome
1.1 About DeltaV VMware Installation and Setup
The DeltaV VMware works in non-production environments including engineering,
simulation, and operator training. This document, describes how to install new
configurations of VMware vCenter Server and ESXi on supported DeltaV server-class
machines. The setup includes instructions for installation with and without a Dell
MD3200i Storage Area Network (SAN) device. When a SAN is used, servers are
typically clustered to allow for resource sharing. This document provides instructions for
clustering servers and using the SAN.
The basic stages of the installation process are:
Set up the hardware
Install VMware
Install the Microsoft operating system and DeltaV software
Following these stages in order ensures that:

The VMware host environment is setup to support multiple DeltaV guests;

DeltaV-specific Windows operating system settings are always set as tested to
eliminate any human error;
DeltaV is properly setup;
Proper DeltaV and Microsoft licensing is maintained.

Since there is no image and restore process, instructions for manually installing the
operating system are provided here.
Once the you have set up operating environment, make backups of the DeltaV guests and
copied them to a backup device.
Emerson Process Management does not provide the windows operating systems for the
virtualization environment. You must obtain retail or volume licensed versions of the
windows operating systems.
Emerson Process Management does not provide the VMware 4.1 operating system. Use
corporate media and licenses or purchase media and licenses directly from VMware.

1.2 Emerson Management Support Statement

Emerson Process Management confirms that it has rigorously tested DeltaV content in a
VMware environment and will support DeltaV customers using VMware for nonproduction applications (for example, development, testing, and training).
Emerson Process Management also confirms that it has qualified support personnel
trained to support VMware software in non-production DeltaV applications.
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Emerson Technical Support make reasonable efforts to support the DeltaV content in a
VMware virtual environment. However, should Emerson Process Management suspect
that VMware virtualization is causing an incident; the customer must purchase Emerson
support services to help troubleshoot and resolve the incident, or contact the appropriate
VMware support provider.

1.3 Intended Audience

DeltaV VMware installation and setup is intended for anyone who needs to install and set
up vCenter Server and ESXi 4.1 for use with DeltaV systems.

1.4 References
Document
AK-1000-0068
AP-1000-0015
EN-000306-04
MD3200i

Description
Windows 7 and Server 2008 SP2 on DeltaV
Machines
Installation Instructions for Operating
Systems Supported on DeltaV Releases
ESXi Installable and vCenter Server
Setup Guide
Dell PowerVault MD3200i Storage Array

Location
Guardian
Guardian
[Link]
[Link]

1.5 Definitions
Term
Client

Cluster

DNS

DRS

Definition
The Remote Desktop Protocol (RDP) connection that
allows a remote machine to access the Virtual Machine
(VM) running on a host.
A computer cluster consists of a set of loosely connected
computers that work together so that in many respects they
can be viewed as a single system. Clusters are primarily
used to share resources such as CPUs, memory, and disk
allocation. A benefit of a cluster is that when a host needs
to be taken down for maintenance, the virtual servers
running on the host are temporarily moved to other hosts in
the same cluster so that services are uninterrupted. The
result is higher availability of services.
The Domain Name System (DNS) is a hierarchical
distributed naming system for computers, services, or any
resource connected to the internet or a private network. It
translates domain names into the numerical identifiers
associated with networking equipment and computers.
Dynamically Resource Scheduling. DRS may be turned on
to balance resources across servers in the cluster. Setting up

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Term
Guest

HA

Host

Hypervisor

Network Storage
NTP

NIC
Operating System
(abbr. OS)

Physical to Virtual
(abbr. P2V)
Remote Desktop Client
(abbr. RDC)
SAN

Definition
and using DRS is beyond the scope of this document.
The operating system that interacts with a hypervisor which
emulates the computer hardware. Guest and VM are used
interchangeably in this document and referenced
documents.
High Availability. High availability is used to automatically
move VMs from one server to another when a host is placed
in maintenance mode or when ESX detects a problem with
the host. Setting up and optimizing HA is beyond the scope
of this document.
The Host is a combination of a Dell Server and the VMware
ESX operating system running on the server. ESX interacts
directly with the computer hardware. DeltaV VMs run on
top of ESX.
The hypervisor is the piece of the operating system that
interacts directly with the hardware. The hypervisor
includes a high speed scheduler that hands out resources
(CPU, memory, network, and disk) to the virtual machines.
See definition for SAN
Network Time Protocol is an internet standard protocol
(built on top of TCP/IP) that assures accurate
synchronization to the millisecond of computer clock times
in a network of computers. DeltaV uses NTP to synchronize
workstations and controllers.
Network Interface Card
Software that runs in a computing system that manages the
computer hardware and provides a set of common services
to other software applications. The OS is often
differentiated based upon the types of services provided.
For example a workstation OS provides a foundation for
personal computing (for example, Windows 7) and a server
OS provides a foundation to host multi-access centralized
programs (for example, Windows Server 2008).
Conversion of a physical machine to a virtual machine.
This is done using a 3rd-party application and is not
discussed in this document.
RDC is an application that is distributed as part of windows.
Remote Desktop Connection. The RDC can be upgraded
without upgrading the underlying operating system.
A storage area network (SAN) is a dedicated network that
provides access to consolidated, block-level data storage.
SANs are primarily used to make storage devices, such
as disk arrays, accessible to servers so that the devices
appear like locally attached devices to the operating system.

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Term

Definition
The disk drives on the SAN are made available as a set of
Logical Unit Numbers (LUNs).

Template

A Virtual Machine with DeltaV software installed that can

be used to create a new virtual DeltaV workstation. The
DeltaV configuration is blank so the DeltaV workstation
needs to be configured.
A computer client in a client-server architecture where most
of the functionality is provided on the client, independent of
the server. This is traditionally how DeltaV has been
delivered.
A computer client in a client-server architecture where most
of the functionality is provided on the server. The client
device opens a Remote Desktop Connection to the server.
A computer which can be used to support a keyboard, a
mouse, and 1 or two monitors.
Execution of software in an environment separated from the
underlying hardware resources.
Another name for the guest that runs on the Host.

Thick Client

Thin Client

Thin Client Device

Virtualization
Virtual Machine
(abbr. VM)
vCenter

VMotion

vSphere

VMware vCenter allows administrators in complex network

environments with numerous virtual machines to monitor
and manage the virtual machines remotely. VMware
vCenter software works with VMware vSphere software
to enable proactive management of virtual machines
VMware VMotion enables the live migration of
running virtual machines from one physical server to
another with zero downtime, continuous service availability,
and complete transaction integrity.
vSphere is a suite of software and tools. It includes vSphere
client and server software.

2 Installation Overview
VMware ESX 4.1 can be installed and setup with or without network storage and with or
without clustering. If clustering is used then you must use a network storage device such
as Dells MD3200i. Once hosts are clustered, it is possible to enable high availability
(HA).
The simplest installation of ESXi includes one or more servers with local storage. Figure
2-1 shows this installation.

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Figure 2-1 Standalone Servers with no local storage

Adding network storage centralizes where virtual machines may be stored and makes it
possible to move VMs from one server to another. Since virtual machines are stored on
centralized network storage, it is simple to VMotion virtual machines from one server to
another. Figure 2-2 shows clustered servers with network storage.

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Figure 2-2 Clustered Servers with Network Storage

Once you install network storage, it is simple to enable High Availability (HA) and
Dynamic Resource Scheduling (DRS). This document briefly describes how to enable
HA. This document does not describe how to enable DRS.
As mentioned before, the number of steps in your installation will vary depending on the
number of servers and type of installation. An overall flowchart summarizing the steps in
the installation is shown in Figure 2-3.

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Install Hardware

Creating vCenter
VM

Install ESXi
software

Create Cluster
(optional)

Install Vmware
vSphere Client

Create DeltaV
VMs

Configure ESXi
Servers

Apply Licenses

Figure 2-3 Installation Flowsheet

3 Installing the Hardware

The hardware installed in your specific installation varies depending on the number of
servers that you have and whether or not you have a Dell MD3200i network storage
device. This document assumes that you have two Dell R710 servers and you are using a
Dells MD3200i SAN. This hardware is summarized below:
-

Dell 48 Rack Cage

2x Dell R710 servers
o 24 Gigabytes of RAM
o 2x Quad Core processors
o Perc Raid controller, for onboard hard disks
Raid 5 configuration
o 8x NIC onboard
o Broadcom 4 port NIC card

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-

o NVIDIA FirePro 370-LP video card

2x Dell UPS model 1920
Dell MD3200i SAN
o Two Storage Processors
o One Management port (Ethernet)
o 4x Data ports per Storage Processor (Ethernet)
2x Power strips
6x Switches
o 6x Netgear Gigabit Pro switches
o 2x DeltaV Smart Switches

Place the cage where you can get all the way around it because ou will be working on the
front and back. Do not provide power at this time. Figure 3-1 shows the rack layout.
24 U
1U
1U
1U
1U
1U
1U
1U
1U

Power Strips

Switches,
Mounted on back
of the rack

2U
2U

Dell R710
Servers

3U

Storage Unit

2U

Dell UPS

2U

Figure 3-1 Rack Layout

Install the rack rails for the Dell UPSs. Make sure all four are secure. Do not leave space
between the rails. Follow instructions for connecting the battery. Put the UPSs in one at
a time. The UPSs are heavy so have two people lift them.
Install the rails for the Dell MD3200i SAN. Install the MD3200i directly above the UPS.
Do NOT power the MD3200i on at this time.
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Install the rails for the R710 servers. Install the cable system, this is a choice option.

4 Installing the ESXi Operating System

After mounting all the hardware in the rack, install and configure the VMware ESXi
operating system for each server. The following steps walk you through the installation.
Configuration is covered later.
Turn on one of the servers and go into BIOS by pressing F2 when it shows up on the
upper right corner of the display. Scroll down using the down arrow key on the
keyboard. Turn on Virtualization Technology (VT). Click Save and exit BIOS and then
click Enter.
Press the button to open the CD ROM. You must be done early in the power up.
Place the CD with the ESXi Server 4.1 ISO image in the drive and push it closed.
Click F11 when given the option.
-

Select the SATA Optical drive and click Enter.

The software displays the VMware server install window.

-

Installer is selected
Click Enter
Click F11 to accept the terms

The software displays the disk selection window

-

Local HD is selected
Click Enter

The software displays the Confirm Disk Selection window

-

Click Enter to continue

Confirm Install
-

Click F11

A progress bar shows up

Installation takes 5 to 10 minutes
The software displays the Installation Complete window

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-

Click Enter
The CD drive opens
Remove the CD
Push the CD drawer closed

This completes the VMware ESXi server installation.

5 Installing the vSphere Client

The vSphere Client is used to configure, monitor, and manage VMware servers and
clusters. This is the same installer used to create the the vCenter VM. Use the following
steps to set up the vSphere Client on a management PC. The management PC can be
any computer used to install and setup the vSphere environment. The vSphere Client
software is on the vCenter installation DVD. Insert this DVD, select the installation exe,
and follow the steps listed below.

Click vSphere Client.

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Select your language from the drop down box and click OK.

Click Next.

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Click Next.

Click I agree to the terms in the license agreement and click Next.
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Enter the user name and organization name..

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Click Next.

Click Install.
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The status bar indicates the install progress.

When the installation is complete the software displays the following dialog.

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Click Finish.

Reboot the computer before using the application. The ESXi servers are configured in
the next step.
NOTE: Repeat the ESXi installation for each server.

6 Configuring ESXi Servers

6.1 Using Management Console to Configure Password and IP
Address
The following configuration must be applied to each server.
-

Click F2 on the console of the top server

o Click Change Password
Type the password you want to use, We recommend that you
use the same password for each server and the storage device.
o Click Management Network
Type the IP you want to use for management for this server
For example, [Link] (Server1)
o This completes the work on the console of the server. The rest of the
tasks are performed in VMware vSphere Client.

6.2 Using vSphere Client to Configure the Server

Using the management PC, open the vSphere client and enter the IP address for the
ESX host (you entered the IP address in the previous step). This is shown below:

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Type the IP from the step above

For example, [Link]
Type user name
Root
Type password
From previous step
Click Login

The vSphere Client connects to the ESX server. This could take several
minutes the first time it is connected to each server.

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o
The vSphere Client connects and displays the ESX server.

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7 Configure ESX Servers

Once the vSphere client has been set up, you can use it to configure the ESX hosts. The
first step in configuring the ESX hosts is to set up the ESX management network. Local
storage on the ESX host is automatically set up and immediately available for use by
ESX. Shared storage located on the SAN can be setup immediately after the
management network has been setup.

7.1 Viewing the ESX Management Network

To configure the ESX management network, clickthe server in the tree view, then
clickthe Configuration tab as shown below. Click Health Status. The software
displays the following:

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To view the default setup for the management network, select Networking. The software
displays the following:

The default name for this network is VM Network. This default name is the same for all
the ESX Hosts.

7.2 Configuring the iSCSI SAN (optional)

If you are using a Storage Area Network (SAN), set it up immediately after setting up the
management network. The first step is to configure the storage processor (in most cases
there are redundant storage processors). Peform the following steps to set up the SAN:
1) For each storage processor, create a virtual switch (port group) and assign 1-2
physical NICs. In most cases there are redundant storage processors.
2) Using the iSCSI initiator, connect the SAN to the ESX host.

7.2.1 Configuring SAN Networking

Before ESX can communicate with an iSCSI device such as the Dell MD3200i, you must
create a Virtual Switch for each storage processor. It's important to isolate your iSCSI
traffic on its own physical 1 Gbyte switch. As part of this setup the physical NICs
associated with the iSCSI storage unit are associated with the virtual switch. This
association ensures maximum performance for your virtual machines. The steps for
doing this are summarized below.

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Step 1 Log into vCenter client and select the server from the inventory list. Then select
the configuration tab from the right window pane, navigate to Networking on the left
hand side, and click Add Networking in the upper right (this is the same sequence you
used to set up the management network).
Step 2 Under Connection Types select VMKernel. The VMKernel option allows you
set up VMotion, iSCSI, or NAS in your ESX environment.
Step 3 Under Network Access select 1-2 unused NICs. See below. Click Next.

Step 4 Under Connection Settings, enter the information about the VMkernel Port
Group Properties summarized below:
Network Label This is the label by which the virtual switch is recognized within the
virtual environment. It's important to give this port group the same name on all physical
ESX servers to ensure that VMotion and other aspects of the ESX environment will
work.
VLAN ID (optional) The network VLAN your port group uses to communicate.
Specify this only if you are using VLANs in your network infrastructure. We
recommend that VLANs not be used for DeltaV installations.
Three Checkboxes (Use this port group for VMotion, Fault Tolerance, and
Management) Do not select these options when configuring a VMkernel for iSCSI or
NAS traffic, because you will not use VMotion traffic on this port group.
The Port Group Properties window is shown below:
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Step 5 Under Connection Settings there is an additional setup screen for IP Settings.
These settings should be configured as follows:
IP Address The IP address of the VMKernel (for example, [Link]). This is
required.
Subnet Mask The subnet mask ([Link]). This is required.
VMKernel Default Gateway Enter a gateway if your IP address resides on a network
other than the one on which you are configuring the port group. To configure additional
options, such as DNS and advanced routing, click Edit.
These settings are shown below:

Click Next to view the summary. Click Finish to create the port group.
Repeat these steps for the second (optional) storage processor. Name the second storage
processor iSCSI-02.
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7.2.2 Configuring / Enabling iSCSI on each server

VMware ESX uses an iSCSI initiator to connect the actual physical SAN to the ESX
host. By default, the iSCSI initiator is disabled, so you must enable it and indicate which
SAN volumes you are communicating with. The steps for doing this are summarized
below:
Step 1 Connect to the ESX host using vSphere Client and select the server you are
configuring from tree view.
Step 2 Click the Configuration tab from the right window pane and click
StorageAdapters on the left hand side. Scroll to the bottom of the list on the right to
iSCSI Adapter. Click iSCSI Software Adapter and then click Properties in the lower
window pane.

Step 3 The software displays the iSCSI initiator properties window as shown below.
Click Configure as shown below:

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and then click OK to enable the software iSCSI.

The General tab changes to reflect the iSCSI Qualified Name (iqn). The updated General
tab is shown below:

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Step 4 The software displays the iSCSI Initiator window again. From here you can
begin to configure the initiator to see the iSCSI SAN volumes. Click the Dynamic
Discovery tab, and then click Add. In the dialog box that appears, enter the IP address
and port (default 3260) of your iSCSI storage array. Then click OK to finish.

Click Add.

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Enter the IP address for each of the SAN iSCSI connections (there should be four of
them; two for each storage processor.), leaving the default port as is. Repeat this step for
each iSCSI connection.

Step 5 Click the Static Discovery tab (optional). In some cases iSCSI connections
may need to be statically entered. Enter the IPs and iSCSI Qualified Names (IQNs) for
each of the SANs iSCSI ports. IQNs are different for each type of SAN. The IQN can be
found during the SAN setup. Leave the port alone.

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Click Add.

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Click OK.
The software displays a dialog saying that changes have been made and a rescan is
recommended. Click Yes.
The software displays Storage. It can take up to 5 minutes for the storage changes to be
visible.
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Step 5 If your iSCSI SAN infrastructure requires CHAP authentication, click the
CHAP Authentication tab to enable and configure CHAP. Some iSCSI SANs such as
Dell's Equallogic PS series allow you to set three different authentication methods,
including IP address matching, iSCSI initiator name matching, and CHAP authentication.
It is important to mention that CHAP authentication is one-way -- allowing the array to
identify the ESX server. We recommend that you do not set up CHAP. For the Dell
MD3200i CHAP is not required and should not be enabled.
Step 6 After clicking Close, the software asks if you want to rescan for new disks.
Accept this and ESX rescans. Once the scan is complete the new target shows up under
the iSCSI software initiator's details window.

NOTE: The SAN may require additional steps at this time. If no storage shows up after
the rescan go back through each of the steps above and re-run the rescan.

7.3 Configuring Virtual Switches for DeltaV Primary, DeltaV

Secondary, Plant LAN, and Thin Client Networks
This section covers the creation of Virtual Switches (vSwitches) for DeltaV nodes to
enable them to interact with their physical networks. A vSwitch behaves much like a
physical switch. A vSwitch automatically detects which virtual machines are connected
and routes the traffic to other virtual machines using the VMkernel, or to the physical
network using a physical Ethernet port. This port is also referred to as an uplink port.
Each uplink or physical adapter uses a port on the vSwitch. By using vSwitches you can
combine multiple network adapters, balance traffic, facilitate network port failover and
isolate network traffic.
A single ESX server can have a maximum of 127 vSwitches. A single vSwitch has a
default of 56 logical ports. However, a vSwitch can be configured with up to 1016 ports.
For larger DeltaV systems you must increase the default value.
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A single virtual machine uses one port on the vSwitch. A logical port on the vSwitch is
also a member of a port group, which we'll discuss later in this chapter.
Using the same steps from the Configuring the ESXi Network section, you must create a
vSwitch for each of the DeltaV primary, DeltaV secondary, plant LAN, and thin client
networks. There are two small changes you must make to the steps mentioned in the
Configuring the ESXi Network section:
1- Click Virtual Machine on the first dialog, and
2- Select only one NIC per switch. Make sure to label each vSwitch carefully. The
names much match exactly between hosts.
Create a vSwitch and assign it key configuration properties using the following steps:
Step 1 Use the vSphere Client to log into the ESX host and select the server from the
inventory list.
Step 2 Click the Configuration tab from the right window pane and navigate to
Networking. The software displays any current network configurations. Click Add
Networking to create a new Virtual Switch.
Step 3 The software displays two options. Choose Virtual Machines. This enables you
to add a labeled network for virtual machine traffic. Click Next to continue.

Step 4 Click Create a Virtual Switch. A new vSwitch can be created with or without
Ethernet adapters assigned to it.

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If the vSwitch can be configured without network adapters, all traffic on that vSwitch is
confined to itself. Traffic on each of the virtual machines on the same switch is isolated
from other virtual machines and vSwitches. A vSwitch that is configured with an
Ethernet adapter communicates with other physical hosts or virtual machines on the
specific network.
Step 5 The Port Group Properties window enables you to configure the Network Label.
The network lable identifies the network. The virtual machine uses it to associate itself
with the specific network. Enter property information for new vSwitch and select Next to
continue. For DeltaV we recommend using the names DeltaV Primary and DeltaV
Secondary as shown in the following graphic.

Step 6 Once the vSwitch is configured, click Finish to create it. The software creates
the new vSwitch and makes it available for use by the DeltaV nodes.
The Primary vSwitch and assigned NIC are shown in the graphic below. Note that the
Virtual Switch Port Group Name is DeltaV Primary. This name must be the same
across all hosts.
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The Secondary vSwitch and assigned NIC are shown in the graphic below. Note tht the
Virtual Switch Port Group Name is DeltaV Secondary. This name must be the same
across all hosts.

8 Setting up vCenter
VMware vCenter provides a central location for managing all of the virtual machines on
your VMware network. It is licensed and sold separately and requires a dedicated
Windows server or a Windows virtual machine and a Microsoft SQL Server database.
Once installed and configured, it makes system administration much easier. Virtual
Center provides a way to distribute resources, manage users, and move virtual machines
from one piece of physical hardware to another, schedule tasks, and use templates. You
can download the vCenter server installation from [Link]. This section
describes the steps for setting up vCenter. We recommend vCenter when more than one
host is being used or when there are many DeltaV nodes.
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8.1 Installing Guest OS to support vCenter

Following the steps outlined in the section Creating Virtual Machines, install Windows
2008 R2 vCenter needs to be run on a 64 bit OS. The vCenter virtual machine should
be attached to the management network and optionally to the Plant LAN and the Thin
Client networks.

8.2 Installing VMware Tools on Guests

It is important to install the VMware tools on all guest operating systems. Under the
server is a list of VMs that are assigned to it. Right click vCenter VM in the list box and
hover the mouse over the vCenter Guest.

Click Install/Upgrade VMware Tools from the drop-down menu and select Automatic
Tool Upgrade. Click OK.

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Accept the defaults.

8.3 Installing vCenter

Using the vCenter install image follow the steps below to install vCenter Server.
Step 1 Click vCenter Server and click Next to continue.

Step 2 The introduction page tells you the benefits of vCenter server. Once you have
read these, click Next to continue.
Step 3 Read the license agreement and accept it by clicking I accept the terms in the
license agreement. The circle next to this option does not have a dot. Click Next to
continue.
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Step 4 The software prompts you to enter information about your company. Click Next
to continue.
Step 5 You are now ready to choose the database method. vCenter Server supports
various Microsoft SQL Server editions. Since DeltaV systems have a relatively small
number of nodes, we recommend the default embedded version of SQL Server.
Step 6 If you plan to use vCenter Server in evaluation mode for 60 days, select the I
want to evaluate vCenter Server option. This installs the full product, which can be
changed from evaluation mode to a licensed product after installation. You can also enter
the vCenter license at this point.
Step 7 If you selected the custom installation, the software enables you to modify the
ports in which the vCenter Server applications run. We recommend that you keep the
default ports.
Step 8 The software asks for information about the system in which the vCenterServer
components are going to be installed. These fields include:
VC Server IP The IP address or domain name of the system which has vCenter
Server installed. Normally, both options appear in the drop down menu.
VC Server Port This value can be changed only on a custom installation.
Login/Password The login/password with which to log in into Windows on the
server wher you installed vCenter Server.
Once the appropriate values are entered, click Next to continue the installation.
Step 9 During a custom installation the software asks you to enter information for the
VMware Update Manager. You can use the same database as the one you used earlier for
the vCenter Server, or a separate database. When you are satisfied with the settings, click
Next to continue the installation.
Step 10 After the Update Manager settings configuration, if you are doing a custom
installation, the software asks you to enter information for the Converter piece of
vCenter. Enter the port information and IP information or accept the defaults and click
Next to continue the installation.
Step 11 Finally, the installation is ready to start. Click Install to start the installation.
During the installation process each piece is installed, along with .NET if it is missing
from your server.
After the installation has completed, click the Finish to begin configuring your ESX
servers.

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At this point you must use vSphere Client to connect to the vCenter Server. Either install
an additional copy of the vSphere Client or use the version installed earlier to connect to
the vCenter Server.
NOTE: If you still have a copy of vSphere Client running that is connected to a server,
close it. At this point the vSphere Client should only be connected to the vCenter Server.
If at some time you connect to a server and not the vCenter the software displays the
following dialog:

8.4 Connect to the vCenter VM

On the management PC start vSphere Client, put the IP of the vCenter in the server name
box. Type the administrator name, password, and click Login. The interface below
should now open.

9 Synchronizing ESX Servers

It is important to keep your ESX servers and virtual machines in sync. Using NTP to
manage time between your ESX server and the virtual machines ensures that your virtual
machines are not losing CPU cycles due to mismatched time synchronization.
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To get started, log into Virtual Center with your administrator account. Then, click the
ESX server on which you want to configure NTP. Under Configuration, select Time
Configuration. The software provides a brief overview of your NTP configuration and
NTP client stats as shown below.

Continue by clicking the Properties Link in the upper right hand corner of the Time
Configuration overview screen. The software displays a new window with NTP
configuration options as shown below.

Click Options near the bottom right. The software displays a new window where you can
select the appropriate startup policy. When you click OK, the software changes the
firewall rules to allow traffic through this port. In our example, we chose Startup
automatically if any ports are open, and when all ports are closed.

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Click NTP Settings. The software displays the list of active NTP servers. If you are
setting up NTP for the first time, nothing is listed.

Click Add to add your NTP servers. If you have a default of [Link], you can safely
remove that entry by clicking it, and then clicking Remove. Click OK to apply the
changes and start the NTP service. ESX automatically provisions the correct firewall
rules allowing connections on port 123. The system time synchronizes shortly after the
NTP service starts. Synchronize DeltaV software and the ESX to the same NTP Server.

10 Clustering Virtual System Resources

Clustering Virtual System Resources amounts to sharing virtual system resources. To
cluster the VMware servers together, connect the vSphere client to the vCenter server and
follow the steps listed below.
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10.1 Creating a Datacenter

The first step in setting up clustering is to create a datacenter. Create a new Datacenter
by right-clicking on the item in the left window.

Give the new Datacenter a name. This example uses the name Research.

10.2 Creating a Cluster

Creating a cluster inside vCenter enables you to combine multiple ESX hosts into a
centralized group. This puts the CPU and memory resources on the ESX hosts into a
general pool for use by virtual machines. When you add an ESX host to a cluster, the
resources become automatically available for use by the virtual machines. For example,
the figure below shows six ESX hosts. Each of these ESX hosts has 64 GB of memory
and 2x Quad Core CPUs, providing a total of eight CPUs per ESX host. Because
clustering pools the resources, you effectively have an enormous unified pool of CPUs
and memory for the virtual machines. Combining a cluster with HA and DRS further
enhances your environment.

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NOTE
You do not need a license to create ESX clusters. However, to enable HA and DRS you
need a license key from VMware.
The steps to enable clustering are summarized below:
Step 1 Load the vSphere Client and log into your vCenter server.
Step 2 Right click on the Data Center name and then click New Cluster as shown
below.

The software displays a new cluster wizard window. This wizard guides you through the
creation process of the new cluster. The first screen in the wizard asks you some basic
questions about the cluster:
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Name Enter the name of the cluster.

VMware HA This is a feature available to users who have a license for the product
extension. When you enable VMware HA, it detects virtual machines and provides rapid
recovery of virtual machines in case an ESX host fails. This is an optional feature and
doesn't need to be enabled to create a basic cluster.
VMware DRS This is another feature that requires a license. DRS allows the vCenter
server to manage hosts as an aggregate pool of resources. Clusters can be broken down
into smaller groups by using resource pools. VMware DRS also enables vCenter to
manage resources on virtual machines. It can even place them on different hosts if used
with VMotion. This is an optional feature that is not required to create a cluster. After
entering the name of the cluster and setting other desired features, click Next to continue.
You can enable or disable additional cluster features such as DRS and HA at any time.
Step 3 Next, the software asks you where to store the swap files for the virtual
machines. VMware gives you two options:

Store the swapfile in the same directory as the virtual machine (Recommended)
Store the swapfile in the datastore specified by the host. (This option is not
recommended because you could experience degraded performance.)
Click Next to continue.
Step 4 Finally, review the summary and click Finish to initiate the build of the cluster.
You can now add ESX hosts to the cluster.

10.3 Adding Hosts to the Cluster

On the vSphere Client, add new hosts to an existing ESX cluster using the following
steps:
Step 1 Load the vCenter client and log into your vCenter server.
Step 2 Right click on the Data Center name and then click Add Host.

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Step 3 This opens a new window containing the Add Host wizard.

The first screen on the Add Host wizard asks you for some basic information which is
discussed below. Although ESX allows you to use an IP address, you should always use a
fully qualified domain name as the hostname to ensure maximum compatibility, as ESX
relies heavily on DNS.

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Connection Enter the host name of the server, such as [Link].
Username This is the user with administrative privileges. Typically the root user is the
default choice, however this can be changed if required.
Password The password for the username just entered.
Once you are satisfied with your selections, click Next to continue adding the new ESX
host.
The software may inform you that vCenter is unable to verify the authenticity of the host.
Click Yes to continue.

Step 4 The software displays the Name, Model, Version, Vendor and virtual machines
(if any) on the ESX host that are being added. Click Next to continue.

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Step 5 The next screen prompts you to add a license. If you have a license, this is the
best time to add it. However, it can be added later.

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Step 6 The software prompts you to enter Lockdown Mode. Do not enable lockdown.
Click Next to continue.

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Step 7 The next screen in the wizard is the resource pool configuration. The software
displays two options:
Put all of this hosts virtual machines into the cluster's root resource
[Link] pools currently present on the host will be deleted.
Assuming you have a resource pool set up in your cluster, this option takes all the
virtual machines from the single ESX resource pool and moves them into the
cluster's pool. Once completed, it removes the resource pools from the single ESX
server. Before selecting this option, consider that the current virtual machines in
the pool are getting their resources based on their pools settings. Adding
additional virtual machines to the pool could take resources away from those
virtual machines.
Create a new resource pool for this hosts virtual machines and resource pools.
This option enables you to keep the resource pools you have already set up on
your single ESX host. It creates a new resource pool within the cluster that
matches that of the resource pools currently available on the ESX host.
Once you have selected which resource pool option you want to use click Next to
continue adding the ESX host to the cluster.

Step 8 Once you are satisfied with the summary, click Finish to add the ESX
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host to the cluster. If HA is enabled on the cluster on which the host is being added it is
automatically configured for HA and added to the cluster. If you are not adding the host
to an HA cluster, the host runs standalone.

11 Creating Virtual Machines

The following sections describe how to create and configure DeltaV Virtual Machines.
Table 1 summarizes memory CPU and disk allocations.
Table 1 System Sizing
Workstation Type

Resource
CPUs

ProfessionalPLUS

Recommended
Size
2

Memory

4 Gbytes
100 Gbytes

Disk

CPUs
Application Station

Memory

4 Gbytes
100 Gbytes

Disk

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Comments
For larger projects up to 4 CPUs may
be allocated
For larger projects additional disk space
may be allocated
For larger projects up to 4 CPUs may
be allocated
For larger projects additional disk space
may be allocated

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Workstation Type

Resource
CPUs

Operator Station

Recommended
Size
1

Memory
Disk

Comments
For large numbers of displays up to 2
CPUs may be allocated

2 Gbytes
60 Gbytes

11.1 Creating Virtual Machines Using New Virtual Machine

Wizard
Using vSphere Client, select the server from the inventory list or select the virtual
machine folders and select File > New > Virtual Machines. This launches the virtual
machine wizard. There are two ways through the virtual machine wizard: Typical and
Custom. These options and their steps are summarized below.
Typical: The Typical path shortens the process by skipping some choices that rarely
need changing from their defaults. This path includes the following steps:
1) Enter a Name and Location
2) Select a Resource Pool
3) Select a Datastore
4) Select an Operating System
5) Create a Virtual Disk
Custom: The Custom path provides more flexibility and options. This path includes the
following steps:
1) Enter a Name and Location
2) Select a Resource Pool
3) Select a Datastore
4) Select a Virtual Machine Version
5) Select an Operating System
6) Select the Number of Virtual Processors
7) Configure Virtual Memory
8) Configure Networks
9) Select a SCSI Adapter
Enter a Name and Location
The name you enter is used as the virtual machines display name in the inventory. It is
also used as the name of the virtual machines files. The name can be up to 80 characters
long. This name must be unique within the folder. Names are case insensitive. The
procedure for entering these values is:
1. In the Name and Location screen of the New Virtual Machine wizard, enter a
name.
2. Select a host or the root of the datacenter.
3. Click Next.
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Select a Resource Pool
The resource pool option is available when resource pools are configured on the host.
The procedure for entering these values is:
1. Navigate to the resource pool where you want to run the virtual machine.
2. Click Next.
Select a Datastore
Select a datastore to contain the virtual machine and its virtual disk files. For ESX hosts
the datastores can be configured on that host or the iSCSI SAN. The procedure for
entering these values is:
1. Select a datastore large enough to hold the virtual machine and all of its virtual
disk files.
2. Click Next.
Select a Virtual Machine Version
Since DeltaV software only runs on VMware 4.1 or higher, select the default, which is
Virtual machine version 7 (compatible with ESX 4.0 and greater hosts).
Select an Operating System
The guest operating system you select affects the supported devices and the number of
virtual CPUs available for the virtual machine. Since DeltaV software only runs on
Windows operating systems, the only choice here is Windows. The wizard does not
install the guest operating system for you. The New Virtual Machine wizard uses this
information to select appropriate default values, such as the amount of memory needed.
The procedure for entering these values is:
1. Click Microsoft Windows
2. Click Next
Select the Number of Virtual Processors
This step selects the number of virtual processors that the guest OS can use. The
procedure for entering these values is:
Select the number of processors from the drop-down menu
Click Next
Configure Virtual Memory
Select the virtual memory size for the guest. The memory size must be a multiple of
4MB. The procedure for entering these values is:
1. Select a size for the virtual memory by using the slider or by selecting the number
using the up and down arrows.
2. Click Next
Configure Networks
Select the number of NICs for the virtual machine on the Configure Networks page.
Exercise caution when you configure a virtual machine to connect to multiple networks.
Because virtual machines share their physical network hardware with the host, the
accidental or malicious bridging of two networks by a virtual machine can occur.
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Spanning Tree Protocol cannot protect against these occurrences. The procedure for
entering these values is:
1. Select the number of network interface cards (NICs) you want to create on the
virtual machine.
2. For each NIC, select a network, adapter type, and whether you want the NIC to
connect when the virtual machine is powered on.
3. Click Next
Select an SCSI Adapter
The Select SCSI Controller Type page enables you to select the type of SCSI controller.
Select the default (LSI Logic SAS). The choice of SCSI controller does not affect
whether your virtual disk is an IDE or SCSI disk. The IDE adapter is always ATAPI.
The default for your guest operating system is already selected. The procedure for
entering these values is:
1. Select the default
2. Click Next
Selecting a Virtual Disk Type
A virtual disk comprises one or more files on the file system that appear as a single hard
disk to the guest operating system. These disks are portable among hosts. You can select
between the following options:
Create a Virtual Disk
Use an Existing Virtual Disk
Each of these is described below.
Create a Virtual Disk
When you create a new disk, you can specify disk properties such as size, format,
clustering features, and more. The procedure for entering these values is:
1. Specify the size of the disk in Megabytes, Gigabytes, or Terabytes. You can
change the size of the disk later, and add additional disks through the Virtual
Machine Properties dialog.
2. (Optional) If you want your disk to be in thin format, select Allocate and commit
space on demand (Thin Provisioning).
3. Specify whether you want to store the virtual disk file on the same datastore as the
virtual machine files, or whether you want to store them on a separate datastore.
Use an Existing Virtual Disk
You can use an existing virtual disk. The procedure for entering these values is:
1. Browse to a virtual disk file, and click OK (do not configure advanced options).

11.2 Complete Virtual Machine Creation

The Ready to Complete page enables you to review your virtual machines
configuration. To perform additional configuration before completing the virtual
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machine, click the Edit the virtual machine settings before completion check box and
click Next.

11.3 Installing a Guest Operating System

Installing a guest operating system inside your virtual machine is essentially the same as
installing it on a physical computer. The basic steps for a typical operating system are
described here. There are times when it might be necessary to change the boot order in
the virtual machines BIOS settings. However, sometimes a virtual machines boot
sequence progresses too quickly for a user to open a console to the virtual machine and
enter BIOS setup. If this happens, select the Boot Options option on the Options tab of
the Virtual Machine Properties dialog, and select The next time the virtual machine
boots, force entry into the BIOS setup screen. The virtual machine enters the BIOS
setup the next time it boots.
You can install a guest operating system from ISO or CD-ROM. The procedure for
doing this is:
1. Using the vSphere Client, log into the vCenter Server system or host on which the
virtual machine resides.
2. Insert the installation CD-ROM for your guest operating system, or browse to an
ISO image file.
3. Use the Virtual Machine Settings editor to connect the virtual machines CDROM drive to the ISO image file and power on the virtual machine.
4. To power on your virtual machine, click Power On. When a virtual machine is
powered on, a green right arrow appears next to the virtual machine icon in the
inventory list.
5. Follow the Windows installation instructions provided by the operating system
vendor.

11.4 Installing and Upgrading VMware Tools

VMware Tools is a suite of utilities that enhances the performance of the virtual
machines guest operating system and improves management of the virtual machine.
Installing VMware Tools in the guest operating system is important. Although the guest
operating system can run without VMware Tools, you lose important functionality and
convenience. To install VMware Tools perform the following:
1. From the vSphere Client, right-click the virtual machine, click Power, and then
click Power On.
2. Click the Console tab to make sure that the guest operating system starts
successfully, and log in if necessary.
3. Right-click the virtual machine, click Guest, and click Install/Upgrade VMware
Tools.
4. Click Interactive Tools Installation and click OK. This step initiates the
installation process by mounting the VMware Tools bundle on the guest operating
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system. If the New Hardware wizard appears, go through the wizard, accept the
defaults. If the wizard does not appear manually, launch the VMware Tools
installer by clicking Start > Run and entering D:\[Link], where D: is your first
virtual CD-ROM drive.
5. Follow the onscreen instructions.
6. Reboot for the changes take effect.

11.5 Adding Network Interface Cards

Network Interface Cards (NICs) are added using the following sequence:
1- Add the NIC to the VM using vCenter
2- Power-on the VM and rename the NIC inside the VM
Note, it is important that the Port Group Names and physical NICs be the same across all
hosts.

11.5.1 Adding NIC to VM

Right click the VM you just installed the OS, click Edit Settings from the context
menu. The software displays the Virtual Machine Properties dialog.

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Click Add.

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Click Ethernet Adapter.

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Click Next.

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Select the network you want to add. Do this for DeltaV Primary, DeltaV Secondary, and
any others to which you want this VM to have access.

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Click Finish.

11.5.2 Modifying NIC Settings inside Virtual Machines

To modify the NIC settings inside the VM, open the console to that VM. Go into the
networking properties and change the name of the NIC card. This makes it easy to keep
up with all your connections. Do this for each of the NICs/Networks to which you want
this VM to have access. We recommend that you add one NIC at time to the VM. For
the DeltaV Primary and the DeltaV Secondary Networks, set the default IP address
information to [Link] with [Link] and [Link] with [Link].

11.6 Installing DeltaV Software

Install DeltaV software as you normally would. If you are planning to clone or make a
template out of this VM, shutdown the VM after the second reboot during the DeltaV
installation. This causes each instance of this VM to start up and finish the last part of
the DeltaV installation at the point where the, workstation is selected from the
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workstation configuration file (the workstation configuration file is created on the
ProfessionalPLUS).

12 Creating Virtual Machines using Templates

Virtual machines (VMs) are central to virtualization. It is easy to create and use VMs of
DeltaV ProfessionalPLUS, Operator, and Application stations. Since there are many
application stations and operator stations on most systems, it usually makes sense to use
VMware templates. A template is a master copy VM that is specifically set aside to
produce new VMs. A template is a special type of VM that cant be turned on or changed
and is only visible in the VMs and Templates view in vCenter. This protection helps to
keep a clean and standard image from which other VMs can be created.
The overall procedure for creating and using templates is broken into two main parts:
cloning an existing VM to a template and then using that template to create a DeltaV
ProfessionalPLUS, Operator, or Application Station.

12.1 Creating a Template

To create a template of a DeltaV VM, initiate the VMware wizard for creating templates.
To launch the wizard select the VM, right click, hover over Template and click Clone to
Template. It is also possible to convert the VM to a template by selecting Convert to
Template.

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The preceding step launches the template wizard. The wizard includes five basic steps.
The description below follows the major steps shown in the wizard.
Step 1 Name and Location
Give the template a name and select a folder to store the location of the configuration file.
The location for the VM itself is entered in a later step.

Step 2 Host / Cluster

In this step, select the cluster and host used to store the template. If clustering is enabled,
it is a two-step process; first the cluster is selected and then the host is selected. If
clustering is not enabled simply select the host. After making each of these selections
click Next.

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Step 3 Datastore
Select a datastore in which to store the templates files, and then click Next.

Step 4 Disk format

Choose a disk formatSame format as source, Thin provisioned format, or Thick
formatand click Next.

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Step 5 Ready to complete

Review the settings. If everything is correct, click Finish to start the cloning process;
otherwise, use the Back button to go back and change settings as necessary. This takes
up to 20 minutes.
Note that there were no opinions for customizing the template. Thats because the guest
OS customization takes place when new virtual machines are deployed from this
template. There is no need to perform customization when creating a template.

12.2 Using a Template

Once you have created a template, you can deploy new virtual machines based on that
template. To deploy a virtual machine from a template, simply right-click the template
and click Deploy Virtual Machine From This Template. This launches the Deploy
Template wizard. The Deploy Template wizard follows the same steps as the Clone an
Existing Virtual Machine option. Templates are only visible in the VMs And Templates
inventory view. To launch the wizard click Deploy Virtual Machine from this
Template.
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The seven steps that the wizard takes you through are described below.
Step 1 Name and Location
Specify a name for the cloned virtual machine and select a location in the inventory for
the virtual machine to be placed. Click Next to continue.

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Step 2 Host / Cluster

Specify a name for the cloned virtual machine and select a location in the inventory for
the virtual machine to be placed. Click Next to continue.

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Step 3 Datastore
Select the datastore where the virtual machine should be stored and Click Next.

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Step 4 Disk Format

Select the formatSame Format As Source, Thin Provisioned Format, or Thick
Formatfor the cloned virtual machines virtual disks. Click Next to continue.

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Step 5 Guest Customization

If you want to leave the cloned virtual machine exactly the same as the original, click Do
Not Customize. Otherwise, click Customize Using The Customization Wizard and
click Next.

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Step 7 Ready to Complete

At this point the VM is ready to complete. Review the settings and click Next to
complete the creation of the VM from the template.

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You can track the progress of the cloning operation through the Tasks pane of vSphere
Client. This is shown in the screen below.

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13 Licensing
For vCenter Server and hosts to be able to leverage VMware features, you must assign
licenses. The instructions below use vSphere Client connected through vCenter Server to
assign licenses for vCenter Server and ESX or ESXi hosts. To assign licenses purchased
for vCenter Server and ESX or ESXi hosts:
1. Log into the vCenter Server using vSphere Client.
2. Once connected, load Licensing Administration by selecting
View > Administration > Licensing
3. The currently installed licenses are displayed in the cicensing screen, shown
below.

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Click Manage vSphere License, in the upper right hand corner. This launches the
wizard shown below.

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Step 1 Add License Keys

Type your licenses into the Enter new vSphere licenses box. After all of your licenses
have been entered, select Add License Keys. The software displays the licenses in the
bottom half of the screen as shown below. Click Next to continue.

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Step 2 Assign Licenses

The Assign Licenses window can display unlicensed assets, licensed assets, or all assets.
Ensure that Show Unlicensed Assets is selected. To assign licenses to ESX or ESXi
hosts, select the ESX tab to display hosts that are currently unlicensed. To assign licenses
to a vCenter Server, select the vCenter tab.

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Click Show licensed assets if you are replacing an existing one, if not, they show up in
this default window.

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Select the license you want to use for each server.

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Once the licenses have been assigned to the hosts, the software displays a green circle
with a check mark to the right of the host in the Action field.
Step 3 Remove License Keys
Removing licenses is not a common task. Typically there is only one time that licenses
are removed: to replace evaluation licenses with purchased licenses. Licenses cannot be
removed while they are assigned to assets because they are currently being used. Assets
such as hosts or vCenter servers must have their licenses unassigned from them before
the licenses can be removed. When licenses are unassigned, they are disassociated from
hosts or vCenter Servers. When licenses are removed, they are deleted from the vSphere
installation.
To unassign licenses from ESX or ESXi hosts, select the box next to the license and click
Next to remove the licenses.

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Step 4 Confirm Changes

The last screen provides you with a summary of the licensing. Review the license
assignments and Click Finish to complete the licensing process.

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14 Connecting the DeltaV Dongle

ESX 4.1 provides the capability for a USB controller to be added to a VM and then for
USB devices to be attached to the VMs. Setting this up is a two-step procedure. The
USB controller must be in place rst, which requires the VM to be turned off. Once the
USB controller is in place, you can add USB devices to virtual machines. Although
VMotion supports USB devices remaining connected to VMs, even when theyre moved
to other hosts (including DRS moves), DeltaV software only supports one USB dongle.
Therefore, when the ProfessionalPLUS is VMotioned from one host to another, the USB
dongle must be physically moved and the steps described below used to hot-connect the
DeltaV dongle to the ProfessionalPLUS on the server where it is now running.
You can add only one controller per VM, and a total of 15 controllers per host server, but
each VM can see up to 20 devices through the one controller. USB devices are not
compatible with FT.
The following sections provide details for setting up a USB controller and then adding
the DeltaV USB dongle to the VM.
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14.1 Connecting a USB Controller

MNake sure that the ProfessionalPLUS is powered off. The graphic below shows how to
tell if the ProfessionalPLUS is off.
Step 1 Make sure the ProfessionalPLUS is powered off

Step 2 Add USB Controller to VM you want to add a DeltaV dongle to

Right click on the VM to which you want to add the DeltaV USB dongle and select edit
settings. The Edit Settings dialog box is shown in the following graphic.

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This is the list of what is currently part of the VM. Click Add.

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Click USB Controller.

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Click Next

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Click Next.

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Click Finish.

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Click OK. This takes a second or two to complete.

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Step 2 Add DeltaV USDB dongle

Right click on the VM to which you want to add the DeltaV USB dongle and select edit
settings. In this step the VM can be powered on or off. In most cases this adds the
DeltaV dongle to the ProfessionalPLUS workstation. The edit settings dialog box is
shown below.

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Notice USB Controller is there. To add the dongle itself, Click Add.

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Click USB Device and then click Next.

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Click Aladdin Knowledge Hardlock USB and then click Next.

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Click Finish.

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Click OK. This takes a couple of seconds to finish and up to a minute for the
ProfessionalPLUS to see the dongle.

15 Thin Clients
A thin client is a piece of hardware that has a keyboard, mouse, Ethernet connection, and
video connections. Thin clients can be deployed as needed and configured to connect to
a specific VM at boot up. There are many brands of thin clients and each is configured
differently.
Connect the thin clients to the switch that is connected to the VM to which you need a
remote desktop connection.

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16 Diagnostics
VMware contains an extensive set of diagnostic tools that may be used to monitor cluster
resources. The following screen shows a diagnostic screen with a summary of a cluster.

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ANNEX A.

KNOWN ISSUES

The following are known issues.

A.1.

DeltaV VMware Release 11.3

Table 2 Configuration Performance Results

Item
1

5
6
7

10

11

Issue
Fails to activate PEH connections to OPC
A&E Server from PEH Configuration Tool
When all the workstations were on their
power off status, turning them ON one-byone will sometimes turn a workstation's
Plant LAN IP Address to be the same as its
DeltaV Primary.
OPC Pager keeps on asking for the license
when the application is reopened.
Redundant Batch Executive issue.
Sometimes after a switchover the recipes
(Batches) goes to Lost state and could not
recover anymore.
SQL installation is disabling Upgrade from
v10.3.1 to v12.3 to proceed.
Cannot use Quadhead for DeltaV Operate.
Redundant OPC Mirror could not get any
data when connecting to a redundant OPC
DA.
Computer Model, Network cards model,
and video cards, missing on the data
collected by SSREG.
When DeltaV is running on VMWare
virtual machine, it is observed that Event
Chronicle sometimes stops working. After
some time, it will be functional again. User
can observe alarms on DeltaV Operate Run.
Connected with the database server but
failed to open DeltaV database connection.
An error appear during the installation of
DeltaV saying "The system cannot read
from the specified device". (D:\)DVData
that is 40GB disappeared in My computer
upon installation of DeltaV, while
(C:\)DVSys becomes 68.7 GB(Initially
40GB).

Workaround
None
Power down and restart the Virtual Machine

None
None

Install SQL Server SP2 manually

Apply hotfix
None; no known workaround to get things working yet.
Redundant OPC Mirror is not available in v9.3.1
Collect the data manually

None

Retry the application. If this fails run regall /register

in a CMD window
Click Cancel, observe that DeltaV will now appear in
My computer and you can now rerun the installation

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ANNEX B.

REVISION HISTORY

No.

Revision Date

Editor

Description

12-9-2011

Mark Nixon

Created initial version of document.

12-29-2011

Mark Nixon

Incorporated comments from marketing and technical

documentation.

<revision date>

<editor name>

<description>

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