Installation Guide

Loop-Pro Tuner Installation Guide ii

Copyright and Trademark Notices

© 2009 – 2015 Control Station, Inc.

All Rights Reserved

All rights are reserved in this document, which is the property of Control Station, Inc., both
known herein as Control Station. Information contained herein is the property of Control
Station.

Unless agreed in writing by Control Station, the licensee shall not remove, release, disclose,
reveal, copy or extract all or part of the documentation.

Trademark Acknowledgements

Microsoft, Windows, Windows 2000, Windows XP, Windows Vista, Windows 7,

Windows 2008 R2 Server, Microsoft Word, Microsoft Excel, Microsoft Office 2000,
Microsoft Office XP, Microsoft Office 2003, Microsoft Office 2007 Microsoft Office
2010, Microsoft Office 2013, Visual Basic, Visual C++, SQL Server, MDAC, Microsoft
.NET and ActiveX are either registered trademarks or trademarks of Microsoft Corporation
in the United States and/or other countries.

Adobe and Acrobat are registered trademarks of Adobe Systems Incorporated, and
registered within particular jurisdictions.

Ethernet is a registered trademark of XEROX Corporation.

All other company and product names mentioned in this manual are trademarks or
registered trademarks of their respective companies.

Note: TM or ® is not used to indicate trademarks or registered trademarks in this

document.

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CHAPTER 1 INTRODUCTION ......................................................................... 1

About This Guide ................................................................................................................................ 1

Installation Overview.......................................................................................................................... 1

Support ................................................................................................................................................ 2

CHAPTER 2 PRE-INSTALLATION PREPARATION ....................................... 3

Pre-Installation Overview .................................................................................................................. 3

Get the Software, License No., and Password .................................................................................. 3

Deployment Options ........................................................................................................................... 3

2.3.1 Where to Install ........................................................................................................................... 3
2.3.2 Where to Get Data ....................................................................................................................... 3

User Accounts ...................................................................................................................................... 4

CHAPTER 3 PREREQUISITES ........................................................................ 5

CHAPTER 4 INSTALLATION PROCEDURE ................................................... 6

Run the Install ..................................................................................................................................... 6

4.1.1 Security Warning ......................................................................................................................... 6
4.1.2 Welcome Dialog .......................................................................................................................... 6
4.1.3 License Agreement ...................................................................................................................... 6
4.1.4 Destination Folder ....................................................................................................................... 7
4.1.5 Installation Complete .................................................................................................................. 7

CHAPTER 5 CONFIGURE LOOP-PRO TUNER .............................................. 8

Launch the Configuration Tool ......................................................................................................... 8

Activate the License ............................................................................................................................ 9

5.2.1 Select License Activation Type ................................................................................................... 9
5.2.2 Select “Activate License” ...........................................................................................................10
5.2.3 Perform Manual Activation ........................................................................................................10

Trend Colors ......................................................................................................................................13

5.3.1 Pen Options ................................................................................................................................13
5.3.2 Live Data Trend Options ............................................................................................................13
5.3.3 Model Fit Trend Options ............................................................................................................13
5.3.4 Trend Update Speed ...................................................................................................................13

Server Connection Settings ...............................................................................................................14

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5.4.1 Configure New OPC Server Connection ....................................................................................14

Session Save Location ........................................................................................................................15

Set Allowed Users ...............................................................................................................................15

5.6.1 Authentication Type ...................................................................................................................16
5.6.2 Basic Authentication: Default Usernames ..................................................................................16
5.6.3 Basic Authentication: Reset User Password ...............................................................................16
5.6.4 Basic Authentication: Allow Write to Controller .......................................................................16
5.6.5 Basic Authentication: Add User .................................................................................................17
5.6.6 Windows Authentication: Set Full Access Group ......................................................................17

CHAPTER 6 CHANGES TO AN EXISTING INSTALLATION ........................ 18

Upgrading to a New Version .............................................................................................................18

Downgrading to a Previous Version .................................................................................................18

Deactivating and Reactivating a License .........................................................................................19

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Chapter 1 Introduction
About This Guide
This guide provides the information necessary to install the Control Station software and
do the post-installation initial configuration. It describes the main installation options and
provides the information necessary to make appropriate choices. The information is
intended for IT professionals or those with experience installing software on their control
systems.

WARNING: The software should only be installed by authorized staff who are qualified
to do so.

The level of information is aimed at suitably qualified installation and integration

engineers, who will be expected to have the following abilities:
 Have access to the decisions made about the installation requirements and design.
 Understand the technical environment and infrastructure at the installation site
 Have access to the Administrator account on all the computers involved.

Installation Overview
Installation involves three main phases:
1. Pre-Installation
a. Decide what software to install and where to install it
b. Obtain the software and the required license information
2. Installation
a. Log on as ADMINISTRATOR
b. Run the installation program
3. Configuration
a. Run the Loop-Pro Tuner Configuration Tool
b. Activate Software License

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Support
If you encounter problems with the installation of the software, support is available from
your Control Station representative. Before contacting Control Station Support please
check the information in this guide to confirm that the basic installation and configuration
issues have been addressed.

The support process will be much more efficient if you have some basic information ready
when you call:
 The version and release numbers of the software.
 The operating system being used, including the service pack level.
 A concise description of the problem and its symptoms.
 Full details of any error messages encountered.
 Access to the Windows Event Viewer, in particular the Application and System
logs.

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Chapter 2 Pre-installation Preparation

Pre-Installation Overview
The installation of Loop-Pro Tuner is straightforward. However, before installing Loop-
Pro Tuner it is important to understand the process, make some decisions, and adjust some
settings. The major areas to consider are:
 Software
 Deployment Options – On which Engineering Workstation will Loop-Pro Tuner be
installed.
 User Accounts – Which accounts will be created to use Loop-Pro Tuner

Get the Software, License No., and Password

The installation of Loop-Pro Tuner requires an installation file which will be provided by
Control Station. The installation file will be a large executable, in the range of 80 MB,
named Install_LoopPro_Tuner_Vn.n.n.n.exe.

You will also be provided a Product Code, License Number, and Password. These are
required to activate the Loop-Pro Tuner license.

Deployment Options
2.3.1 Where to Install
Loop-Pro Tuner is designed to run on an engineering workstation and collect data from an
OPC Server. Before installing, decide which engineering workstation should be used. The
Engineering Work Station (EWS) is a logical place to install if the intent is to run Loop-
Pro Tuner as an engineering tool. However, if you intend for an Operator to run Loop-Pro
Tuner, you may want to install it on an operator workstation.

2.3.2 Where to Get Data

Loop-Pro Tuner reads data from directly from an OPC Server as well as off-line files.
Loop-Pro Tuner can read data from RSLinx (OEM or Higher), FactoryTalk Gateway,
DeltaV OPC Server and the Yokogawa HIS/EXA OPC Server. Loop-Pro Tuner can also
import data from text, CSV, xml or db files.

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User Accounts
Loop-Pro Tuner users identify themselves by logging in when Loop-Pro Tuner starts.
Loop-Pro Tuner supports two types of login credentials, basic and windows authentication.
The basic user accounts and their passwords are local to Loop-Pro Tuner; they are not
Windows User accounts. There a single default user account “GUEST” (Default Password
guest). This account does not provide write access back to the PID Controllers, therefore
you may want to create additional accounts.

Loop-Pro Tuner also supports windows authentication. Loop-Pro Tuner can be configured
to only allow certain windows groups access to launch and write values back to the PID
Controllers.

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Chapter 3 Prerequisites
 Loop-Pro Tuner requires the full .NET Framework 4.0 be installed on the target
computer. This is typically already installed on newer laptops and servers. Some
of the older computer systems may not have it installed. You can check by going
to the Add/Delete screen to see the list of installed software. If this is not
installed it can be downloaded from Microsoft’s web site. .NET Framework is
also automatically installed during the Loop-Pro Tuner installation process.

http://www.microsoft.com/download/en/details.aspx?displaylang=en&id=1639

 Running multiple tuning sessions simultaneously may result in Loop-Pro Tuner

running slowly. This is a result of insufficient memory. Typically, four tuning
sessions are recommended. Four sessions running simultaneously would require
512 MB if available (free) memory for Loop-Pro Tuner (beyond the normal
functions). It is recommended that 6 Gb of memory be installed.

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Chapter 4 Installation Procedure

Run the Install
Double-click on the install file to begin the installation wizard.

4.1.1 Security Warning

You may be asked whether you trust the publisher and want to run the software. Press
“Run”.

4.1.2 Welcome Dialog

Press “Next” when the “Welcome to the InstallAware Wizard…” dialog appears.

4.1.3 License Agreement

Read and accept the license agreement, then press “Next”. (NOTE: The license agreement
is available as a PDF file in the install directory once the installation is complete.)

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4.1.4 Destination Folder

Accept the default destination folder or press the Change button and select a different
folder. Press “Next”. After the destination folder is specified, the installation process will
start and should take less than 2 minutes.

This version of Loop-Pro Tuner does not require any special permissions to the
installation directory.

4.1.5 Installation Complete

The completion dialog includes the option: “Run Loop-Pro Tuner Configuration Tool
Now”. This option will launch the Loop-Pro Tuner Configuration Tool. You are not
required to do the configuration at this time, but Loop-Pro Tuner will not operate until you
have used the Loop-Pro Tuner Administrator Configuration Tool.

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Chapter 5 Configure Loop-Pro Tuner

Launch the Configuration Tool
The Loop-Pro Tuner Administrator Configuration Tool is used to control the license and
all the settings of your Loop-Pro Tuner. The Configuration tool is available from the
start menu under LoopPro Tuner.

You must be logged onto the machine as a member of the Administrators group in order
to start this application.

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Activate the License

The Loop-Pro Tuner license is tied to the hardware of the machine or in the case of a system
wide license, to the network location on which it is installed. Therefore, the Loop-Pro
Tuner license can be activated only after the installation, and activation requires unique
numbers generated as part of the installation.

5.2.1 Select License Activation Type

Loop-Pro Tuner supports locally activate node licenses, floating site licenses using a
shared license file, and an enterprise check-in / check-out license. In most cases single
node (i.e.: workstation) licenses are used. To activate a single workstation license, select
“New Node / Site License”.

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5.2.2 Select “Activate License”

NOTE: Activating the license requires connecting to a site on the internet. This
connection can be from any computer; it does not need to be from the computer on which
Loop-Pro Tuner is installed.

Provide the Product Code, LicenseID and License Password provided with your order
confirmation. Select either “Automatic” or “Manual” from the activation type listed below.
Press the Activate License button to begin the activation process. The automatic licensing
option requires that this workstation has an active internet connection.

5.2.3 Perform Manual Activation

The Manual Activation dialog lists two steps for the manual activation. Follow those steps.

5.2.3.1 Generate Web Request File

Select the “Step 1” button to create a license request file. This step will create an html file
that must be copied to a computer that has internet access. This dialog must remain open
while the manual activation process is being completed.

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5.2.3.2 Open Request File on Internet Enabled PC

Open the generated request file on an internet enabled PC by double-clicking the file. If
the browser prompts you to “Download”, select “Download”. A manual request response
should now be displayed on the screen. Select the “Download” button below the response
and save this response file and copy it back to the original workstation.

5.2.3.3 Process Response File

Click the “Process Response File” button, and browse to the Response file generated
from the previous step. The settings file for Loop-Pro Tuner will be updated, and the
license information should now be displayed.

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5.2.3.4 License is Activated

When the license is activated, the License Manager screen looks like this.

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Trend Colors
This tab of the configuration tool allows you to set the colors on the Loop-Pro Tuner
displays. These are the default colors which will appear when you start a Loop-Pro Tuner
session. You can also change colors for the current session at any time using the “Plot
Options” menu choice.

5.3.1 Pen Options

This section allows changes to the line colors and line patterns used on the trends
throughout Loop-Pro Tuner.

5.3.2 Live Data Trend Options

This section allows changes to the appearance of the trend on the initial display page of
Loop-Pro Tuner

5.3.3 Model Fit Trend Options

This section allows changes to the appearance of the trend on the model fit page of Loop-
Pro Tuner

5.3.4 Trend Update Speed

The update speed settings allow changes to the rate at which the trend graphs are redrawn.
Faster update speeds give a less jerky appearance but use more system resources. NOTE:
This update speed affects only the redraw rate of the display. It does not affect the data
collection rate which is constant at 1 second.

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Server Connection Settings

Loop-Pro Tuner connects to an OPC server to get information and to set tuning constants.
This page controls those settings. Currently support OPC Servers include the RSLinx OPC
Server, FactoryTalk Gateway OPC Server, DeltaV OPC Server and the Yokogawa
HIS/EXA OPC Servers. If you are using an OPC Server other than the ones listed, please
contact Control Station to determine compatibility.

5.4.1 Configure New OPC Server Connection

Select the Plus Button to add a new server connection. From the Data Server Properties
window, select the Server type from the drop menu. Using the Options provided, specify
the OPC Server connection information. The Find option will allow you to search the
computer for available OPC Servers. In most cases, the default settings specified for
each server type should be adequate. Make sure to utilize the “Test OPC Connection…”
functionality to verify server connectivity.

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Session Save Location

Loop-Pro Tuner allows you to save the data it collects from the tuning process. Use the
Browse button to change the folder where these files are saved. By default, Loop-Pro
Tuner will save data file to the Public/Documents folder. This folder could also be placed
on a network share to provide access to the PDF Reports and Tuning Sessions on multiple
workstations.

Set Allowed Users

Loop-Pro Tuner requires a login which is separate from both the Window login and the
DCS login. The user names, passwords, and permissions for those logins are maintained
from this screen in the configuration tool

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5.6.1 Authentication Type

Loop-Pro Tuner users identify themselves by logging in when Loop-Pro Tuner starts.
Loop-Pro Tuner supports two types of login credentials, basic and windows authentication.
The basic user accounts and their passwords are local to Loop-Pro Tuner, they are not
Windows User accounts. The default user account is “GUEST” (password “guest” without
the quotes).

Loop-Pro Tuner also supports windows authentication. Loop-Pro Tuner can be configured
to only allow certain windows groups access to launch and write values back to the control
system.

5.6.2 Basic Authentication: Default Usernames

When Loop-Pro Tuner is installed, there a single login: “GUEST”. This account’s
default password is: “guest”.

5.6.3 Basic Authentication: Reset User Password

You may reset the password for a login at any time. A password must be at least 5
characters. We recommend that you change the default password of an account before you
allow it to write to the control system. Resetting the password will remove the write
permission from the account.

5.6.4 Basic Authentication: Allow Write to Controller

If this box is checked, the user is permitted to download new tuning constants to the control
system. This permission is very significant because such a change can have a very large
influence on the controls. By default, no username starts with this permission. To assign
this permission you are required to read a disclaimer and enter your name. This information
is stored in a PDF file to track the assignment of this permission.

If you check this box, when you click “Save Settings” the following dialog will appear.
Fill in the dialog and click “Accept” to confirm the write permission you have assigned.

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5.6.5 Basic Authentication: Add User

You may add any number of users. We recommend that you create a specific user account
for each person who will run Loop-Pro Tuner because this name will appear in the tuning
log. Giving each person their own account and assigning recognizable names will allow
easy tracking of who made decisions about tuning changes.

5.6.6 Windows Authentication: Set Full Access Group

Using Windows Authentication allows any user that is a member of a particular group to
launch Loop-Pro Tuner with either full access (read and write access to the control
system) or Read Only access. Using the Add/Delete button beneath each panel allows
you to specify which users will be given access to Loop-Pro Tuner.

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Chapter 6 Changes to an Existing Installation

Upgrading to a New Version
If you are upgrading from v1.7 or earlier to v1.9, you will need to make sure you have a
current Product Code, LicenseId and Password. Loop-Pro Tuner v1.9 licenses are not
compatible with version v1.7 or earlier licenses.

The steps for an upgrade are:

 Shutdown any current Loop-Pro Tuner sessions
 Uninstall the previous version of Loop-Pro Tuner from the Control Panel (Add /
Remove Programs)
 Run the “Install_Loop-Pro Tuner_Vn.n.n.n.exe” file
 Click “Next” and “OK” as required to allow the wizard to do the install.

Downgrading to a Previous Version

If you want to go back to a previous version of Loop-Pro Tuner, you must first uninstall
the existing version using the Windows Add or Remove Programs utility.

The steps for a downgrade are:

 Shutdown any current Loop-Pro Tuner sessions
 Run the Add or Remove Programs utility
 Run the “Install_Loop-Pro Tuner_Vn.n.n.n.exe” file and follow the original
installation steps.

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Deactivating and Reactivating a License

Loop-Pro Tuner may be moved to a different computer by deactivating the license,
removing the application and then reinstalling and reactivating the license. The procedure
is straightforward and can be implemented by following the instructions on the Loop-Pro
Tuner Configuration Tool

To deactivate the license:

1. Shutdown any current Loop-Pro Tuner sessions

2. Go to the Loop-Pro Tuner Configuration Tool and select the “License Manager”
tab. Then select Deactivate License.

3. From the Deactivate License menu, select “Manual” from the Activation Type.

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4. Follow the directions on the pop-up windows to deactivate and return the license
activation back to the license server. The Loop-Pro Tuner manual deactivation
process will create an HTML License Return file that will need to be opened on an
internet enable PC. Save this file to your desktop or removable media (e.g.: Flash-
Drive) and copy to an internet enabled PC.

5. Open the License Return File on an Internet-Enabled PC by double-clicking it. If

the browser prompts you to “Download”, select “Download”.

6. A manual request response should now be displayed on the screen. If no errors

were displayed, your license was successfully returned. You may now reactivate
the license on another workstation.

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NOTE: There is no need to download this response file.

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