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EXPERION PKS RELEASE 501.3 Experion Backup and Restore R501.3 User’s Guide EPDOC-X111-en-501 September 2020

Experion PKS Backup and Restore User's Guide · Experion Backup and Restore (EBR) provides real-time, continuous backup infrastructure for Experion PKS nodes within a Honeywell process

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Page 1: Experion PKS Backup and Restore User's Guide · Experion Backup and Restore (EBR) provides real-time, continuous backup infrastructure for Experion PKS nodes within a Honeywell process

EXPERION PKSRELEASE 501.3

Experion Backup and Restore R501.3 User’s GuideEPDOC-X111-en-501

September 2020

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DisclaimerThis document contains Honeywell proprietary information. Information contained herein is to be usedsolely for the purpose submitted, and no part of this document or its contents shall be reproduced,published, or disclosed to a third party without the express permission of Honeywell International Sàrl.

While this information is presented in good faith and believed to be accurate, Honeywell disclaims theimplied warranties of merchantability and fitness for a purpose and makes no express warrantiesexcept as may be stated in its written agreement with and for its customer.

In no event is Honeywell liable to anyone for any direct, special, or consequential damages. Theinformation and specifications in this document are subject to change without notice.

Copyright 2020 - Honeywell International Sàrl

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Contents

Chapter 1 - About this document 8

1.1 Revision History 8

1.2 Release Information 9

1.3 Intended audience 9

1.4 Prerequisite skills 9

1.5 References 10

1.6 Abbreviations 10

1.7 Support and Other Contacts 10

Chapter 2 - Introduction to EBR 11

2.1 Overview 11

2.2 Virtualization in EBR 501 11

2.2.1 Virtual Node Support 11

2.3 Experion Backup and Restore Terminologies 12

2.4 Experion Backup and Restore Topologies 13

2.4.1 EBR topology in a physical environment 13

2.4.2 EBR topology in a virtual environment 14

2.5 EBR R501 components 14

2.5.1 Management Server 14

2.5.2 Management console 15

Chapter 3 - Getting started with EBR Installation 16

3.1 About this chapter 16

3.1.1 EBR software packages 16

3.1.2 EBR installation environments 16

3.2 Hardware and software requirements for EBR Manager 16

3.3 Creating EBR User 17

3.3.1 Creating EBR user in Domain Controller 18

3.3.2 Creating EBR user in a workgroup 23

Chapter 4 - All-In-One Virtual Appliance 30

4.1 About All-In-One Virtual Appliance 30

4.2 Installing the software 30

Chapter 5 - Installing EBR Manager 36

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5.1 About this chapter 36

5.2 Install Operating System on the EBR Manager VM 36

5.3 Installing the EBR Manager Software package 36

5.4 Adding Licenses to EBR Manager 47

Chapter 6 - Installing EBR agents in physical environment 48

6.1 Installing EBR agents manually 48

6.2 EBR Scripts 54

Chapter 7 - Adding computers to the management server 60

7.1 Adding Windows Server to the EBR manager 60

7.2 Adding Windows workstation to the EBR manager 61

7.3 Adding VMware ESXi virtual machines to EBR Manager 63

Chapter 8 - Setting up EBR in a virtual environment 65

8.1 Introduction 65

8.2 Virtual Appliance 65

8.3 Getting started 66

8.4 Deploying Agent for ESX(i) from EBR R501 Manager 67

8.5 Applying license to the virtual appliance 67

8.6 Configuring Bindings 67

8.7 Removing agent for ESX(i) from EBR manager 67

Chapter 9 - Backup Planning 68

9.1 Backup considerations 68

9.2 Deduplication 73

9.3 Backup recommendations 73

9.4 Backup Types 76

9.5 Backup Schemes 76

9.6 Scheduling backups 77

9.7 Default Backup settings 78

9.8 Retention rules 80

9.9 Setting up a storage node 80

9.10 Backup Replication 84

Chapter 10 - Backups on a physical node 85

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10.1 Getting Started 85

10.2 Creating a backup plan for a physical node 86

10.3 Running backup job manually 87

10.4 Editing backup jobs 87

10.5 Deleting backup plans/jobs 88

10.6 Backup in a recovery environment 88

Chapter 11 - Backups on a virtual node 95

11.1 Getting started 95

11.2 Creating a backup plan for a virtual node 97

11.3 General recommendations 99

Chapter 12 - Recovery Planning 101

12.1 About Recovery Planning 101

12.2 General recovery plan considerations 101

12.3 Overview of tasks to develop a recovery plan 102

12.3.1 Perform a risk assessment 102

12.3.2 Use the recovery plan 102

12.3.3 Test and audit the plan 103

12.4 Restore modes/options 103

Chapter 13 - Checklists for Restoring Experion Nodes 104

13.1 Checklists for restoring nodes with similar hardware 104

13.2 Checklists for restoring nodes after recovery from a virusinfection 105

13.2.1 Restoring redundant Experion Server B after recovery from a virus infection 107

13.3 Checklists for restoring selected files or folders from a backup 107

13.3.1 Considerations using EBR 107

13.3.2 Restoring selected folders or files to a node 107

Chapter 14 - Restoring Physical Nodes 108

14.1 Using EBR Recovery Media to restore hard disks and images 108

Chapter 15 - Restoring Virtual Nodes 117

15.1 Methods of restoring a virtual node 117

15.1.1 Restoring to a new virtual machine using EBR recovery media 117

Chapter 16 - Restoring Experion Databases 129

16.1 About this chapter 129

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16.2 Disabling ERDB and/or EMDB replication for RedundantExperion Server B 129

16.2.1 Restoring the EMDB for Redundant Experion Server B 132

16.3 Restoring Controllers from controller checkpoint files 133

16.3.1 Restoring the EMDB 135

Chapter 17 - Configuration items in the ManagementConsole 136

17.1 Deleting computers from the EBR Manager 136

17.2 Revoking licenses 136

17.3 Configuring the Desktop and Server console 137

Chapter 18 - Moving between physical node and virtualnode 138

18.1 Converting a physical node to virtual node using virtualappliance 138

18.2 Virtual to physical 140

Chapter 19 - EBR R501.x to 501.3 Upgrade 145

19.1 To upgrade EBR from R501.x to R501.3 145

19.2 To validate the installation 151

19.3 Post installation tasks 151

Chapter 20 - Security 154

20.1 Security Recommendations 154

Chapter 21 - Troubleshooting 155

21.1 Manually Applying license to the virtual appliance 155

21.2 Manually removing virtual appliance from vCenter 155

21.3 Uninstalling the R501 version of EBR Manager, Server, andDesktop software packages 156

21.4 Network Adapters are not shown in Network ConnectionsFolder 156

Chapter 22 - Appendix A: Installing FTE MUX adapter 160

22.1 Installing FTE MUX adapter after Restore 160

Chapter 23 - Appendix B: Initialization Media versions 162

23.1 Initialization Media versions and their corresponding productreleases 162

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Chapter 24 - Appendix C: Configuring and connectingbackup devices 163

24.1 About this chapter 163

24.2 Setting up the NAS hardware 163

24.3 Configuring the physical client to access the subnet of the NASdevice 166

24.4 Connecting to the NAS device and configuring DNS, WINS, andbonding mode 166

24.5 Configuring networking properties 167

24.6 Configuring the physical client to access the managementsubnet 167

24.7 Bonding the network interfaces to support load balancing 167

24.8 Identifying NAS devices 168

24.9 Adding the NAS device to the DNS server 168

24.10 Enabling security 168

Chapter 25 - Appendix D: Re-adding back the restored nodeto domain 170

Chapter 26 - Appendix E: Removing Phantom FTE devices 171

26.1 To verify a phantom FTE device 171

26.2 To remove a phantom FTE device 171

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ABOUT THIS DOCUMENT

This guide describes how to install, configure and use Experion Backup and Restore (EBR) in aHoneywell process control system. You use EBR to back-up and then restore critical system data forExperion Process Knowledge System (PKS) nodes. 

1.1 Revision History

Revision Date Description

A November 2017 Initial release of the document.

B January 2018 Updated section Hardware and software requirements for EBR Manager.

C January 2018 Updated Chapter Network adapters for Windows 2008R2

D February 2018

Updated Chapter Restoring Physical Nodes and Chapter Movingbetween

Physical node and Virtual node for Universal restore

E April 2018 Added Chapter Upgrading EBR from R431 to R501 (Side by Side)

F May 2018

Added sections:

n To Install Operating System on the EBR Manager VM

n Running backup job manually

n Editing backup jobs

n Deleting backup plans/jobs Updated Sections

n Hardware and software requirements for EBR Manager

n Installing the EBR Manager Software package

n EBR Scripts

n Setting up a storage Node

n Backup in a recovery environment

n Using EBR Recovery Media to restore a hard disk

n Methods of restoring a virtual node

n Setting up the NAS hardware

n EBR Scripts

G September 2018 Updated section “Creating EBR user”. 

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Revision Date Description

H December2018 Updated section “Default Backup settings”

I December2018

Updated information for configuring EBR Backups without VSS for Experionnodes information.

J February2019

Updated section “Appendix C: Configuring and connecting backup devices” andPAR 1-YR9E1I.

K June 2019 Updated information for “Embedded Microsoft Windows Server 2016 Datacenter”operating system.

L August2019 Updated ESXi information in the document.

M December2019

Added Chapter “All-In-One Virtual Appliance, added section “Universal Restore”in Chapter “Restoring Physical Nodes”, added Chapter “EBR R501.x to 501.3Upgrade”.

N July 2020

Updated the document to the latest Honeywell template.

Removed section"Bootable Media Builder"

Updated 'Backup Planning" Section

O September2020

Updated section "Hardware and Software requirements for EBR Manager" ,"Installing the Software", "Virtual Appliance" , "Setting up the NAS Hardware".Updated Chapter "EBR R501.X to R501.3 Upgrade". Removed the chapter"Upgrading EBR from R431 to R501 (Side by Side)"

P September2020 Updated Chapter "Backup Planning" section "Default Backup Settings".

1.2 Release Information

Document Name Document ID ReleaseNumber

PublicationDate

Experion Backup and Restore User's Guide -BR20

EPDOC-X111-en-501 R501.3 July 2020

Document Category

Planning and Design

1.3 Intended audience

This guide is intended for engineers, system administrators, and other technical personnel who areresponsible for backing up and restoring data for Experion PKS nodes.

1.4 Prerequisite skills

You must have practical experience with system backup and restore operations, as well as proficiencywith the following Microsoft® Windows operating systems:

n Embedded Microsoft Windows Server 2016 Standard / Embedded Microsoft Windows Server 2016Datacenter

n Embedded Microsoft Windows 10 Enterprise

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Chapter 1 - About this document

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Chapter 1 - About this document

1.5 References

The following list identifies all documents that may be sources of reference for material mentioned inthis publication.

Document Title

Acronis® Backup 12.5 User Guide

1.6 Abbreviations

The following list defines the special abbreviations used in this guide.

Abbreviation Definition

ACE Application Control Environment

AMS Acronis Management Server

EBR Experion Backup and Restore

EMDB Enterprise Model Database

ERDB Engineering Repository Database

FTE Fault-Tolerant Ethernet

MBR Master Boot Record

PHD Process History Database

SIM Simulation Interface Module

1.7 Support and Other Contacts

For support, contact your local Honeywell Process Solutions Customer Contact Center (CCC). To findyour local CCC visit the website, https://www.honeywellprocess.com/en-US/contactus/customer-support-contacts/Pages/default.aspx

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INTRODUCTION TO EBR

2.1 Overview

Experion Backup and Restore (EBR) provides real-time, continuous backup infrastructure for ExperionPKS nodes within a Honeywell process control system.

During a backup - scheduled or manual, EBR copies the disk image of a node to a Backup Repository.

During a restore, the disk image restores to the same or a different node and Experion repositories[Enterprise Model Database (EMDB) and Engineering Repository Database (ERDB)].

EBR R501 can be deployed in two types of nodes:

o On physical Nodes

o On virtual nodes

EBR provides the following functionality:

l Console is used for creating backup jobs and monitoring job status through various event logs andstatus notifications.

l Restore function uses a bootable media. Using this, the node can be booted in recovery mode torecover a repaired or replacement node.

l Creating backup tasks function provides an option for configuring scheduled or manual backupjobs. The backup job performs a backup of all the node data including the operating system,drivers, service packs, Experion and node configuration. The resulting backup is used for restoringthe original node or replacement node (to when it was last backed up). No post-restore installationor configuration is required.

l File/folder recovery function provides an option to restore backups at Files and Folder levels.

l Centralized Management function provides a central user interface for creating backups andmonitoring the status of multiple nodes.

2.2 Virtualization in EBR 501

2.2.1 Virtual Node Support

EBR R501 supports backup of virtual nodes by using Acronis Backup 12.5 Virtual Edition. Backup ofVMware virtual machines is integrated with other platform components allowing centralizedmanagement, reporting, cataloguing with search, and other platform features.

For more details on virtualization support in EBR R501, see Setting up EBR in a virtual environment.

NOTEFor more details on virtualization, see:

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l Experion PKS Software Installation User's Guide

l Experion PKS Virtualization Planning and Implementation Guide

2.3 Experion Backup and Restore Terminologies

The following list defines the EBR terms used in this guide

l Backup and backup image are synonymous terms for an exact reproduction of the contents of ahard disk. Typically, the backup image contains the applications, configuration settings, operatingsystem, and other data that is compressed and stored as a file. The backup image is used forrestoring a hard disk to the state when it was last backed up.

l Manager Node is a server computer that uses EBR to manage backup jobs for multiple server anddesktop nodes in a centrally managed environment. In addition, the Manager Node contains systemconfiguration information and maintains a database of backup history. The Operating system mustbe Embedded Microsoft Windows Server 2016 Standard / Microsoft Windows Server 2016Datacenter.

l Agent for ESX(i)host or Virtual Appliance enables Acronis Backup 12.5 enables backup andrecovery of ESX(i) virtual machines without installing the agents into the virtual nodes.

l Target Node is a physical node with EBR installed (must be a Server or Desktop Node) or a virtualnode.

l Backup destination is a computer (usually a file server or NAS device) that stores all of the backupimages for the Target Nodes.

l Management Console is a common GUI for local and central management tasks which is basicallythe EBR Manager itself. You must connect to the management server to be able to centrally managethe target nodes using the management console.

l Managed node (Managed host) is a computer where a Backup Agent and Acronis BackupManagement Server is installed. The target node is added to the management server and it isoperated and monitored from the management console. A server node, desktop node or ESX(i)hosts can be added to the management server to make it a managed node or managed host.

l Restore to same node is taking a backup from a node and restoring it on the same node. Ex:restoring backup of a T5810XL machine to the same machine.

l Restore to similar node is taking a backup from a node and restoring it to another machine of thesame physical configuration. Ex: restoring backup of a T5810XL machine to another T5810XLmachine.

l Restoring virtual machines is taking backup of virtual nodes and restoring to a virtual node on thesame or a different host.

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Chapter 2 - Introduction to EBR

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Chapter 2 - Introduction to EBR

2.4 Experion Backup and Restore Topologies

2.4.1 EBR topology in a physical environment

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2.4.2 EBR topology in a virtual environment

2.5 EBR R501 components

The following are the key EBR R501 components:

l EBR Scripts

l Management Server

l Backup Monitor

l Command-Line Tool

l Agent for VMware (Virtual Appliance)

l Bootable Media Builder

l Agent for Windows

2.5.1 Management Server

The Management server is a central server that manages backup and recovery activities. Theadministrators can connect from the management console and manage the entire EBR infrastructure.

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Chapter 2 - Introduction to EBR

l All backup policies and backup and recovery jobs are managed, executed, and tracked on themanagement server.

l The Management server maintains a list of registered storage nodes, vaults and managedcomputers, and the respective configuration databases.

l The Management server maintains a centralized log repository that tracks the results of all activitieswithin the EBR infrastructure.

The Management server generates reports using the information from the centralized log repository andthe configuration database.

2.5.2 Management console

The Acronis Backup Management Console is a browser for managing agents remotely or locally. Whenthe console is connected to the management server, you can perform central management tasks suchas managing licenses, configuring and managing backup policies.

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GETTING STARTED WITH EBRINSTALLATION

3.1 About this chapter

This chapter provides information on requirements for installing the EBR Manager and EBR softwarepackages. 

3.1.1 EBR software packages

EBR contains Manager and software packages designed for installation on nodes with Windowsoperating systems as specified in the following tables

Software Functional description Specified Windows operatingpackage system

Manager Manages the recovery activities, monitors real-time status andcentrally manages backup operations of multiple machines,executes scheduled and on-demand backup jobs, whichincludes both physical and virtual machines.

Embedded MicrosoftWindows Server 2016Standard / EmbeddedMicrosoft Windows Server2016 Datacenter

3.1.2 EBR installation environments 

EBR must be installed in a centrally or locally managed environment.

n In a centrally managed environment, the EBR Manager is installed on a standalone, dedicatedserver grade machine (Physical or VM). Backup policies and tasks for all server, desktop, orvirtual machines are created from the management console/browser from any node byconnecting to the management server. 

n In a locally managed environment, EBR is installed on each server or desktop node to bebacked up.

3.2 Hardware and software requirements for EBR Manager

ATTENTIONThe computer used as the Manager Node must meet the following requirements:

n It must be added to the domain / workgroup.

n It must NOT be: an Experion server, a PHD server, NAS or an APP

n Honeywell recommends installing the Manager on a dedicated server

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in both physical and virtual environments.

n Do NOT install the Manager on a domain controller.

Physical Node Virtual Node VirtualAppliance

n Intel® Pentium 4 processor,

2 GHz or more

n Microsoft Embedded

Microsoft Windows Server

2016 Standard 

n 64 bit operating systems

n 4 GB RAM.

n Free disk space - 60 GB or more (note this is notintended for backup storage)

n EBR Manager 3300MHz 

n 3 Virtual CPUs 

n 4 GB RAM 

n 50 avg IOPs 

n 250 max IOPs 

n 10 Network 

n 60 GB disk 

n Windows Server 2016Standard 64bit

n EBRApplianceAgent

3300MHz

n 2 vCPU

n 8 GB RAM

n 10 avg IOPs

n 10 max IOPs

n 10 network

n 5GB+1GBdisk

ATTENTION

It is recommended to deploy the EBR Appliance to the vCenter Server instead of an individualhost. In this configuration, the appliance aware of the entire virtual machine inventory of thevCenter instead of an isolated view of the virtual machines running on a specific host. Each EBRVirtual Appliance must be assigned to only one vCenter Server, and if more than one vCenterServer exists in a system, deploy at least one EBR Virtual Appliance to each vCenter Serverinstance.

Each EBR Virtual Appliance can perform 10 concurrent backups, and backups beyond this areheld in a queue. Once the first 10 backup jobs completes, the next job in the queue starts.However, we recommend to stagger start times so that only one node is backed up at a time (tominimize loading on the network). The ability to manage and queue multiple concurrent backupsmeans that a vCenter Server will generally only require one EBR Virtual Appliance, eachconfigured with quantity 2 virtual CPU and 8 GB memory. It is not recommended to exceed morethan 10 EBR Virtual Appliances per vCenter Server instance.

3.3 Creating EBR User 

Creating an EBR user involves the following four tasks:

1. Create the EBR user in the domain controller.

2. Add the user to the group.

The user should be part of the following groups:

n Administrators

n Domain Users

n Domain Admins

n DCS Administrators

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Chapter 3 - Getting started with EBR Installation

3. Assign user rights to the group/user.

The user must have the following user rights:

n Access this computer from the network 

n Adjust memory quotas for a process 

n Impersonate a client after authentication 

n Log on as a service

n Create a token object 

n Replace a process level token

3.3.1 Creating EBR user in Domain Controller

You should perform the following procedure in the domain controller.

Prerequisite

Install the Experion domain security package.

Creating a user

1. Click Start > Windows Administrative Tools > Computer Management > Local Usersand Groups > Users.

2. Right-click and then select New > User.

The New Object –User window appears.

3. Type the new username and provide necessary details.

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4. Click Next and then type a Password.

5. Select the required check boxes and then click Next. 

6.

TIP If you want to edit any information regarding the New Object, click Back

7. Click Finish. 

EBR Administrator as a user appears in the Users window.

Adding user to the group

8. Right-click EBR Administrator and click Properties. The EBR Administrator Properties windowappears.

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Chapter 3 - Getting started with EBR Installation

9. Enter the necessary details. 

10. Click Apply and then click the Member Of tab. 

On this tab, you can assign the newly created user to the required Groups.

Note: By default, the new User is assigned to the group, Domain Users.

11. In the Member Of tab, click Add.

The Select Groups window appears.

12. Click Advanced.

The window expands to show a Search Results pane.

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13. In the Search Results pane, select the following:

n Administrators

n Domain Users

n Domain Admins

n DCS Administrators

Click OK.

The selected groups are displayed in the Select Groups window.

14. Click OK.

15. Click Apply and then click OK in the EBR Administrator Properties window.

Assigning user rights to the group/user

16. Click Start > Windows Administrative tools > Local Security Policy > Local Policies > User RightsAssignment.

The User Rights Assignment window appears.

17. Right-click Log on as a service and then click Properties. The Log on as a service Propertiesdialog box appears.

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Chapter 3 - Getting started with EBR Installation

18. Click Add User or Group.

The Select Users, Accounts, Service Accounts, or Groups dialog box appears.

19. Click Advanced.

The dialog box expands to show a Search Results pane. 

20. Click Find Now. The search results are displayed.

21. Select EBR Administrator from the list and then click OK.

The EBR Administrator you chose appears in the Select Users, Accounts, Service Accounts,or Groups window.

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22. Click OK.

23. Repeat steps 17 to 22 for assigning other user rights to the user.

NOTERefer section Creating EBR User for more details on user rights.

3.3.2 Creating EBR user in a workgroup

Creating an EBR user involves the following four tasks:

Creating a user

1. Click Start > Windows Administrative Tools > Computer Management > Local Usersand Groups > Users.

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Chapter 3 - Getting started with EBR Installation

2. Right-click and then select New > User.

The New Object – User window appears.

3. Type the new username and provide necessary details. Click Create.

4. Click Finish..

EBR Administrator as a user appears in the Users window.

5. Right-click EBR Administrator and click Properties.

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The EBR Administrator Properties window appears

5. Right-click EBR Administrator and click Properties.

The EBR Administrator Properties window appears

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Chapter 3 - Getting started with EBR Installation

6. Select Password never expires checkbox.. 

7. Click Apply and then click the Member Of tab.

On this tab, you can assign the newly created user to the required Groups.

Note:By default, the new account is assigned to the Users group.

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8. In the Member Of tab, click Add.

The Select Groups window appears.

9. Click Advanced.

The window expands to show a Search Results pane.

10. In the Search Results pane, select the following:

l Administrators

Click OK.

The selected groups are displayed in the Select Groups window.

11. Click OK.

12. Click Apply and then click OK in the EBR Administrator Properties window.

Note: Make sure the EBR agent installed on Experion nodes have Administratorand Product Administrator group added as part of EBR user.

Assigning user rights to the group/user

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Chapter 3 - Getting started with EBR Installation

13. Click Start > Windows Administrative tools > Local Security Policy > Local Policies >User Rights Assignment.

The User Rights Assignment window appears.

14. Right-click Log on as a service and then click Properties. The Log on as a serviceProperties dialog box appears.

15. Click Add User or Group.

The Select Users, Accounts, Service Accounts, or Groups dialog box appears.

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16. Click Advanced.

The dialog box expands to show a Search Results pane. 

17. Click Find Now. The search results are displayed.

18. Select EBR Administrator from the list and then click OK.

The EBR Administrator you chose appears in the Select Users, Accounts, ServiceAccounts, or Groups window.

19. Click OK.

20. Repeat steps 14 to 19 for assigning other user rights to the user.

NOTERefer section Creating EBR User for more details on user rights.

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ALL-IN-ONE VIRTUAL APPLIANCE

4.1 About All-In-One Virtual Appliance

All-in-One Virtual Appliance combines EBR Manager and Backup agent into a single, Linux appliance.  

The advantages of All-In-One Virtual Appliance are as follows:

n Easy updates and migration.

n Eliminates licensing and simplifies administration.

n Provides the same EBR manager experience as the original Windows install.

Honeywell provides the choice of whether to utilize the EBR All-in-One Virtual Appliance with Experionsystems. The separate Windows-based EBR Manager architecture may continue to be used ifpreferred.

4.2 Installing the software

With All-In-One Virtual appliance, you can easily obtain a virtual machine and do backups.

The following is the software required:

n Acronis Backup components: o Management Server 

o Agent for Linux 

o Agent for VMware (Linux)

n CentOS 

The appliance is provided through DVD. It contains the .ovf and .iso files. You can deploy the .ovf file toan ESXi host or use the .iso file to boot an existing virtual machine. It also contains the .vmdk file thatshould be placed in the same directory with .ovf.

NOTE VMware Host Client (a web client used to manage standalone ESXi 6.0+) does notallow deploying OVF templates with an ISO image inside. If this is your case, create a virtualmachine that meets the requirements below, and then use the .iso file to install the software.

All-In-One virtual Appliance cannot be added to domain.

Requirements for the virtual appliance are as follows: 

Minimum system requirements: 

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n 2 CPUs 

n 6 GB RAM 

n One 10 GB virtual disk (40 GB recommended) 

In VMware virtual machine settings, click Options tab > General > Configuration Parameters, and thenensure that the disk.EnableUUID parameter value is true. 

After the management server is installed, the virtual appliance's OVF package is located in the folder%ProgramFiles%\Acronis\ESXAppliance (in Windows) or /usr/lib/Acronis/ESXAppliance (in Linux). 

The folder contains one .ovf file and two .vmdk files. Ensure that these files can be accessed from themachine running the vmware vSphere Client.

Deploying the OVF template

1. Start the vmware vSphere Client and log on to the vCenter Server. 

2. Select Host and right-click.  Select Deploy OVF Template.

3. The Deploy OVF Template dialog box.  The Select Template page appears first on the right.  SelectLocal file and Browse.

4. Select all the files associated with an OVF template (ovf, vmdk, iso, etc.)

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5. A tick mark appears after the template has been selected.   On clicking Next, Select name and locationpage appears.  Enter a name for the OVF, eg., All in one VM, and select a deployment location asdirected.  Click Next.

6. Select a resource page appears.  Click Browse tab.  Select a host or cluster or resource pool or vApp.  Click Next.

7. Review Details page appears.  Verify the template details.  Click Next to accept the advancedconfiguration options.

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ATTENTION The OVF package contains advanced configuration options, which might pose asecurity risk.  Review the advanced configuration options given.

8. Select storage page appears.  Then, select the location to store the files for the deployed template. Click Next.

9. Select networks page appears.  In Destination Network drop-down, select VM Network.  Click Next.

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10. Finally, Ready to complete page appears.  Click Finish.

Installing/updating Acronis Backup Virtual Appliance

1. After the deployment has been completed, power on the resulting machine or boot an existingvirtual machine from the .iso.

2. Select Install or update Acronis Backup, and then press Enter. Wait for the initial setup windowto appear.

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3. Scroll down and select Change Settings.

4. Enter the Host name as all-in-one-Mngr.  Enter password for user “root.”  Enter Networksettings details.

5. Select Install with Current Settings.

6. The Welcome screen will appear as indicated below:

NOTE To access All-In-One manager, user needs to use Acronis Backup Console addressshown in the Welcome screen.

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INSTALLING EBR MANAGER

5.1 About this chapter

This chapter describes how to install the EBR Manager software package to back up and restore yourExperion PKS Nodes in a Honeywell process control system. 

ATTENTION

If you are installing EBR Manager in domain environment, login to the EBR Manager node usingthe user created in Creating EBR user in Domain Controller section in Creating EBR user.

If you are installing EBR Manager in workgroup environment, login to the EBR Manager nodeusing the user created  in Creating EBR user in a workgroup section in Creating EBR user.

5.2 Install Operating System on the EBR Manager VM

For detailed information about installing the operating system and creating a new virtual machine, seethe latest version of the Experion PKS Software Installation User’s Guide.

5.3 Installing the EBR Manager Software package

Installing the EBR Manager Software package

The EBR Manager Software package is designed for installation on the Manager Node.

The following components are available on the EBR Installation DVD for installation.

n Acronis Backup 12.5

n EBR Scripts

NOTE Installation of the EBR Manager Software package is not supported on encrypted filesystems.

Leave the computer undisturbed during EBR Manager software installation

(recommended.) 

ATTENTION When installing the EBR Manager, do not perform any other operation except forthe inputs to be provided to the Manager installation wizard.

To install EBR Manager Software package:

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1. Insert the EBR Installation DVD into the DVD drive. The AutoPlay dialog box appears.

2. Double-click Open Folder to view files.

NOTEIf the AutoPlay dialog box does not appear, right-click the DVD/CD drive and then select Open. 

Or

Open Windows Explorer, and then navigate to the DVD drive.

3. Right-click Setup.exe, and select Run as administrator from the drop-down list.

The User Account Control dialogue box appears.

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Chapter 5 - Installing EBR Manager

4. Click Yes.

The Honeywell Experion Backup and Restore window appears.

5. Click Next.

The License Agreement dialog box appears.

6. Read the license agreement, select I accept the terms in the License agreement, and click Next.

The License Information dialog box appears.

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7. Type the system numberin in the System Number field.

8. Type authorization number in the Authorization Field.

NOTE The System Number and Authorization Number are available from the LicenseAuthorization of Honeywell. This information determines which software packages you areauthorized to install.

9. Click Next.

The Features and Options Selection dialogue box appears.

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Chapter 5 - Installing EBR Manager

10. Select Acronis Backup 12.5 and EBR Scripts, and click Next. The Summary dialog box appears.

ATTENTIONEBR Scripts are applicable to Server nodes

If Workstation/Servers added  as per section “EBR Scripts” EBR Scripts will not get . Insuch cases, install the EBR Scripts per above procedure.

EBR scripts cannot be run as part of the backup policy of a virtual machine. Werecommend creating a scheduled task in Windows to run the EBR script locally on thevirtual machine prior to the actual EBR backup of the virtual machine. Applicable forExperion Server only.  

11. Click Install.

The wizard installs Acronis Backup 12.5.

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NOTE The checkbox on left hand column displays the status of completion after each componentinstallation.

12. As the installation progresses, the ACRONIS SOFTWARE LICENSE AGREEMENT dialogue boxappears.

13. Select I accept the terms of this license agreement check box and uncheck Join Acronis Customer……check box.

14. Click Proceed. The following window appears.

15. Click Customize Installation settings to customize the settings.

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Chapter 5 - Installing EBR Manager

16. The Installation settings window appears.

17. Click Change next to What to Install

The What to install window appears

18. By default, the following options are selected:

n Management Server

n Monitoring Service

n Agent for Windows

n Bootable Media Builder (Need to be unchecked)

n Command-Line Tool

n Backup Monitor

Select the below listed options as per your requirement.

n Agent for VMware (Virtual Appliance)

n Storage Node

n Catalog Service

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19. Click Done.

The Installation settings window appears.

20. Click Change next to Logon account for the agent service, Logon account for the management serverservice, Logon account for the storage node service and log in using the credentials that were createdfor EBR in domain environment. For example, domain\user.

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21. Click Done.

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22. Click Install.

23. After the wizard installs Acronis Backup, click Close.

24. The Status Display window appears.

After the wizard installs EBR Scripts, click OK.

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This completes the EBR Manager installation. An Acronix shortcut will be created in the desktop.

25. Double - click on the Acronix shortcut. It will redirect you to the local host.

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5.4 Adding Licenses to EBR Manager 

1. Log on to the EBR Manager node.

2. Launch Acronis Backup 12.5.

3. At the left pane of the Acronis Backup home page, click Settings >  Licenses.

The Licenses page appears.

4. Navigate to the LicenseKeys-EBR.html file in the EBR License folder. 

5. Open the LicenseKeys-EBR.html file in the EBR License folder of the EBR Installation DVD.

6. Copy the required server/workstation key from the keys list.

7. Click Add keys tab on the Licenses page.

8. Paste the copied license key.

9. Click Add, and then Done.

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INSTALLING EBR AGENTS IN PHYSICALENVIRONMENT

EBR agents can be installed in two ways:

1. Installing EBR agents manually.

2. Installing through EBR manager (if user adds physical machine through EBR manager, it pushesEBR agent to the machine automatically), refer to section “Adding computers to the managementserver”.

NOTE If you are using All-In-One appliance, you need to follow option 1 (installing EBR agentmanually for physical platforms).

6.1 Installing EBR agents manually

1. Open Windows Explorer, and then navigate to the EBR DVD drive.

2. Right-click Setup.exe, and select Run as administrator from the drop-down list. The User AccountControl dialog box appears.

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3. Click Yes.

The Honeywell Experion Backup and Restore window appears.

4. Click Next.

The License Agreement dialog box appears.

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Chapter 6 - Installing EBR agents in physical environment

5. Read the license agreement, select I accept the terms in the License agreement, and click Next.

The License Information dialog box appears.

6. Type the system numberin in the System Number field.

7. Type authorization number in the Authorization Field.

NOTE The System Number and Authorization Number are available from the LicenseAuthorization of Honeywell. This information determines which software packages you areauthorized to install.

8. Click Next.

The Features and Options Selection dialogue box appears.

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9. Select Acronis Backup 12.5 and EBR Scripts, and click Next.

The Summary dialog box appears.

ATTENTIONEBR Scripts are applicable to Server nodes

If Workstation/Servers added  as per section “EBR Scripts” EBR Scripts will not get . In suchcases, install the EBR Scripts per above procedure.

EBR scripts cannot be run as part of the backup policy of a virtual machine. We recommendcreating a scheduled task in Windows to run the EBR script locally on the virtual machineprior to the actual EBR backup of the virtual machine. Applicable for Experion Server only.  

10. Click Install.

The wizard installs Acronis Backup 12.5.

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Chapter 6 - Installing EBR agents in physical environment

NOTE The checkbox on left hand column displays the status of completion after each componentinstallation.

11. As the installation progresses, the ACRONIS SOFTWARE LICENSE AGREEMENT dialogue boxappears.

12. Select I accept the terms of this license agreement check box and uncheck Join Acronis Customer……check box.

13. Click Proceed. 

14. Select Install a backup agent and enter IP addres of previously installed Management server.

15. Click Install Acronis Backup.

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16. After the wizard installs Acronis Backup, click Close.

17. The Status Display window appears.

After the wizard installs EBR Scripts, click OK.

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Chapter 6 - Installing EBR agents in physical environment

This completes the EBR Manager installation.

6.2 EBR Scripts

Installing EBR Scripts

1. Insert the EBR Installation DVD into the DVD drive. The AutoPlay dialog box appears.

2. Double-click Open Folder to view files.

NOTE

If the AutoPlay dialog box does not appear, right-click the DVD drive and then select Open. 

Or

Open Windows Explorer, and then navigate to the DVD drive.

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3. Right-click Setup.exe, and select Run as administrator from the drop-down list. The User AccountControl dialogue box appears.

4. Click Yes.

The Honeywell Experion Backup and Restore window appears.

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5. Click Next.

The License Agreement dialog box appears.

6. Read the license agreement, select I accept the terms in the License agreement, and click Next. TheLicense Information dialog box appears.

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7. Type the system numberin in the System Number field.

8. Type authorization number in the Authorization Field.

NOTE The System Number and Authorization Number are available from the LicenseAuthorization of Honeywell. This information determines which software packages you areauthorized to install.

9. Click Next.

The Features and Options Selection dialogue box appears.

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Chapter 6 - Installing EBR agents in physical environment

10. Select EBR Scripts and click Next.

The Summary dialogue box appears.

11. Click Install and then once the installation is completed, click OK.

ATTENTION

EBR Scripts are applicable to Server nodes.

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EBR Scripts do not get installed if Workstation/Servers added per Section 5.2. In such cases,install the EBR Scripts per above procedure.

EBR scripts cannot be run as part of the backup policy of a virtual machine. We recommendcreating a scheduled task in Windows to run the EBR script locally on the virtual machine prior tothe actual EBR backup of the virtual machine. Applicable for Experion Server only.

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ADDING COMPUTERS TO THEMANAGEMENT SERVER

Adding computers to the management server requires you to connect the management console to themanagement server.

7.1 Adding Windows Server to the EBR manager

1. Login to the home page of Acronis Backup 12.5.

On the Acronis Backup 12.5 home page, click Add. The Add devices paneappears.

2. In the Add devices pane, select Windows under Servers.

a. Specify the machine IP address or name, Username and password for themachine to be added.

b. Click Add.

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3. The computer gets added and appears on the All devices page.

7.2 Adding Windows workstation to the EBR manager

1. Login to the home page of Acronis Backup 12.5.

2. On the Acronis Backup 12.5 home page, click Add. The Add devices pane appears.

3. In the Add devices pane, select Windows under workstation.

a. Specify the machine IP address or name, Username and password for the machine to beadded.

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Chapter 7 - Adding computers to the management server

b. Click Add.

4. The computer gets added and appears on the All devices page.

ATTENTION

ATTENTION Refer Setting up EBR in a virtual environment before you perform steps in AddingVMware ESXi virtual machines to EBR Manager

ATTENTIONIf user adds a machine (workgroup) that is not a member of an Active

Directory domain, User Account Control (UAC) must be disabled 

To disable UAC 

Do one of the following depending on the operating system: 

n In a Windows operating system prior to Windows 8:

1. Go to Control panel > View by: Small icons > User Accounts >Change User Account Control Settings

2. Move the slider to Never notify. Then, restart the machine. 

3. Also, disable from registry.

n In any Windows operating system: 

1. Open Registry Editor. 

2. Locate the following registry key: HKEY_LOCAL_MACHINE\Software\Microsoft\Windows\CurrentVersion\Policies\System 

3. For the EnableLUA value, change the setting to 0.

4. Restart the system.

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7.3 Adding VMware ESXi virtual machines to EBR Manager

1. Login to the home page of Acronis Backup 12.5.

2. Click Add on the Acronis Backup 12.5  Home page. The Add devices pane appears.

3. In the Add devices pane, select VMware ESXi under Virtualization Hosts. The Add VMwareESXi Virtual machines pane appears.

4. Choose an Agent for VMware installation method.

a. Specify the IP address or name, Username and password for vCenter to beadded, and then click DEPLOY to Deploy as a virtual appliance to each host of avCenter. Click SETTINGS to edit the Virtual Appliance settings and deploy.

b. Specify the IP address or name, Username and password for vCenter to beadded, and then click CONNECT, Specify the IP address or name forvCenter to remotely install on a machine running windows.

c. Specify the IP address or name, Username and password for the machinewith the agent, and then click CONNECT, Specify the IP address or namefor vCenter to Register an already installed agent.

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SETTING UP EBR IN A VIRTUALENVIRONMENT

8.1 Introduction

In EBR R501, Management Server, a machine is considered virtual if it can be backed up from thevirtualization host without installing an agent on the machine. Such machine appears in the Virtualmachines section. 

ATTENTION To backup a Fault Tolerant protected VM, install the EBR agent locally in the sameway as a physical machine.

See the EBR SCN for VMware vSphere versions supported by EBR R501.

8.2 Virtual Appliance

Acronis Backup 12.5 enables backup and recovery of ESX(i) virtual machines without installing theagents into the guest systems. This backup method is known as agent-less backup.

Agent for VMware vSphere ESX(i) (Virtual Appliance) can be imported or deployed to a VMware ESX(i)host.

NOTE

Backup of ESXi configuration is not supported with EBR.

ATTENTION

It is recommended to deploy the EBR Appliance to the vCenter Server instead of an individualhost. In this configuration, the appliance aware of the entire virtual machine inventory of thevCenter instead of an isolated view of the virtual machines running on a specific host. Each EBRVirtual Appliance must be assigned to only one vCenter Server, and if more than one vCenterServer exists in a system, deploy at least one EBR Virtual Appliance to each vCenter Serverinstance.

Each EBR Virtual Appliance can perform 10 concurrent backups, and backups beyond this areheld in a queue. Once the first 10 backup jobs completes, the next job in the queue starts.However, we recommend to stagger start times so that only one node is backed up at a time (tominimize loading on the network). The ability to manage and queue multiple concurrentbackups means that a vCenter Server will generally only require one EBR Virtual Appliance,each configured with quantity 2 virtual CPU and 8 GB memory. It is not recommended to exceedmore than 10 EBR Virtual Appliances per vCenter Server instance.

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8.3 Getting started

Prior to taking backup of virtual machines, you must do the following:

1. Install latest VMware Tools on every virtual machine to be backed up

2. Configure Network router 

3. Prepare list of free IP addresses available for each host. This is required to allocate an IPaddress from management network subnet to agents for each ESX(i) host.

4. Collect user credentials for vCenter and ESX(i) Hosts

Network router configuration

The router or a similar network device must not block traffic from the management server through thedevice.

Recommended ACLs to be set on the management interface of the gateway router in the outbounddirection are as follows:

1. 443

2. 902

3. 9876

ATTENTIONFor more details, refer Experion Virtualization: Network Router Configuration

Best Practices. 

https://www.honeywellprocess.com/library/support/Documents/Trusted/Experion/NetworkRouterConfigurationBP.pdf

For assistance related to network router configuration, contact your System Administrator.

Contact your Network Administrator to ensure that the changes are implemented if ACLs arebeing applied to the router.

Preparing the list of free IP addresses for agent for ESX(i) host

The agent for ESX(i) host uses an IP. Before deploying the appliance ensure there are free IPs on themanagement network subnet. Make a list of free IP addresses for each ESX(i) host.

For Example:

ESXi Host Virtual Appliance Name IP Address of the Virtual Appliance

Experion Server ESXi AcronisVirtualApplianceES1 10.1.21.333 

ATTENTION You can prepare a table for your site as shown in the above example.

Administrator credentials for vCenter and ESX(i) Hosts

You should know the administrator credentials for vCenter and ESX(i) Hosts.

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Chapter 8 - Setting up EBR in a virtual environment

8.4 Deploying Agent for ESX(i) from EBR R501 Manager

Adding VMware ESX(i) virtual machines to the EBR Manager automatically deploys Virtual Appliance toeach host of VCenter. Refer to Section Adding VMware ESXi virtual machines to EBR Manager for moredetails.

8.5 Applying license to the virtual appliance

Licenses are assigned automatically to the virtual appliances by the license server. If this does nothappen, see security.

8.6 Configuring Bindings

In cases where less Agents have been deployed than there are hosts or where more granular control ofAgent to VM workloads is desired Agent bindings can be customized.

ATTENTION If the number of VMS are considerably more, then this binding concept will help tobalance the load between the virtual appliances. 

8.7 Removing agent for ESX(i) from EBR manager

To remove Agent for ESX(i) from EBR manager:

1. Connect to the EBR Manager.

2. In the home page, click All Devices. The All Devices page appears.

3. Select the respective Virtual Appliance of the ESX(i) host that needs to be removed from the EBRManager.

The options window pane for the selected Virtual Appliance appears.

4. Click Delete from the options window pane for the selected Virtual Appliance.

The Delete Machine window appears.

5. Click Delete to remove the ESX(i) host from the EBR Manager.

ATTENTIONIf the Virtual Appliance for the respective ESX(i) host is deleted from the EBR Manager,it also removes all Virtual machines it is associated with.

All the associated Virtual Machines are removed from the EBR Manager but will remainin the VCenter.

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BACKUP PLANNING

9.1 Backup considerations

When developing a backup plan, consider the following:

n What are the prerequisites (if any) before backups are started?

n Which system nodes and data repositories are backed up?

n Are the backups hourly, daily, weekly, or monthly? What time of the day, is the backupperformed?

n What type of backup is required for each node—full, incremental, or differential?

n How are the backups tracked when developing the backup plan?

n Where are the backups stored?

n Are the backups performed correctly?

n How can the backup plan effectively manage the following unexpected events?

− Natural events: Fire, flood, earthquake, storms, and extreme weather conditions.

− Technological events: Hardware, software, power failure, virus, and service denial. 

− Human events: Judgment error, theft, vandalism, misconduct, and security breach.

Preventing data loss

One method of preventing data loss due to unexpected events is to perform regularlyscheduled systembackups. You must analyze the importance of your data and systems and ensure that an appropriatebackup plan is established and performed regularly.

You can monitor system usage and other controls to check the load on system resources such as harddisks and networks. This enables you to perform needed upgrades and preventive scheduledmaintenance before a hardware or software failure occurs.

The integrity of your data and systems must be maintained by regularly running virus scans to ensureyour systems are not infected.

Prerequisites for a backup

You must know the nodes and node types in your system to determine the following:

n Which nodes are backed up?

n Which drives in each node are backed up?

n Which server is used as the archive for the backup?

Centralized backup management

Administrative activities include creating and scheduling backup jobs, monitoring the progress andresults of those jobs through logs and event notifications, and controlling the backup jobs. You canaccomplish these activities using the Management Console to manage locally, centrally, or remotely.

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File naming guidelines

Be consistent with naming backup files. In addition, the names must be clear and meaningful. Thismakes the task of restoring data easier. For example, for a node named “ESVR_1,” a good backupfilename would be “ESVR_1_C” rather than “C_Drive.” This provides proper identification of the backupfile when you copy or export the file to another location.

Backup after Windows Update

It is recommended to backup the machine prior to and after loading Windows updates to the system.

Staggering start times

When scheduling backup jobs for multiple nodes, stagger start times (recommended) so that only onenode is backed up at a time (to minimize loading on the network). 

Adding Storage Nodes

A storage node is a server designed to optimize the usage of various resources (such as the corporatestorage capacity, the network bandwidth, and the production servers' CPU load) that are required toprotect enterprise data. This goal is achieved by organizing and managing the locations that serve asdedicated storages of the enterprise backups.

ATTENTION Storage nodes need to be manually added. Please refer section Installing the EBRManager Software package.  Follow the steps until step 18 and select Storage Node.  Then, addthe storage node as explained in the steps below.  Then, follow through until the last step, step24, in 4.3: Installing the EBR Manager Software package.

1. Tick Storage Nodes and Agent for Windows.

2. Select Acronis Backup Management Server.

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3. Enter Server name or IP address. Enter account details.  Click Done.

Storing Backups

ATTENTIONDo not use the local hard disk of the node being backed up to store backup images. If the harddisk becomes full, it can impede the node’s performance.

Do not use the shared storage of Honeywell Premium Platform for Virtualization for storingbackups.

Typically, a Target Node does not contain sufficient space to store all backups. Storing a backup on aTarget Node may degrade the performance of the node. In addition, if the hard disk drive in the TargetNode fails, all backups are lost.

For security purposes, the server that stores the backups must be located in the most physically securelocation.

The number of nodes in your system determines the number of servers required.

The primary guideline is that each full backup requires about half the amount of space as the hard diskbeing backed up.

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Offsite storage

The frequencies of the backups are determined by the importance of the data and systems. Anymission-critical systems or data (those that must be recovered within minutes or hours of the systemfailure) must be backed up and taken offsite at least daily. The location you choose is important. Thebackups must not only be safe and secure, but must be easily accessible in the event of a disaster.

It is recommended that you transfer backup images onto a DVD or tape (a CD may not contain sufficientcapacity) on a regularly-scheduled basis. You can store the media offsite in a secure temperature-controlled environment for long-term storage. In addition, you can define the backup retention rules forthe media. 

EBR also offers the ability to Export —copying backup images from one location to another.

Backup/restore speed

Both the backup and restore procedures transfer data at a rate of 1Gigabit per minute to a network drive(based on the uncompressed disk space in use). Backup to a USB hard disk mounted locally hassimilar performance. However, the recovery time is nearly twice as fast.

Network speed depends on:

Network destination: Device type (NAS), network bandwidth (1GB or bonded with 2GB) and the sourceor traffic that is traversing a router. For example: If the source is a 100Mb physical machine, it would beslower than a 1GB virtual machine backup from a host.

Network throttling setting: A setting that limits available bandwidth utilization.

For older platforms, the transfer rate may be 0.5 Gigabits per minute to a network drive.

Scanning a hard disk with anti-virus software may require up to 75 percent longer time to complete ifperformed concurrently with a backup job.

In each of these cases, the impact on the time required for the backup is less than 10 percent.

Note: The approximate data provided is valid in ideal conditions.

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Chapter 9 - Backup Planning

Rebuilding or restoring data

Do not rebuild or restore a database at the same time that a backup is being performed. Databasecorruption can occur when the node is low on hard disk space and you are performing a databaserebuild when a backup is in progress.

Running disk I/O intensive applications

Running disk I/O intensive applications at the same time a backup is being performed can cause asignificant performance impact on the time required to complete thebackup and/or to complete the otherapplication. It is best to avoid using these applications at the same time. 

Controller checkpointing should not be performed when an EBR backup job is running.

Running disk defragmentation software

Do not run disk defragmentation software when a backup is in progress. It causes the backup image tobe invalid and you are not allowed to restore the hard drive. In addition, do not run any partitioningsoftware at the same time when a backup is being performed.

Running general applications

Some general applications must be disabled when a backup is in progress. For example, ScanDisk, asthis is a disk intensive activity. In addition, you must avoid Honeywellspecific actions such as ExperionServer synchronization, archiving/restoring to/from a tape, and file transfer to/from the LCN.

Virtual Machines with snapshots

VMs with snapshots will have performance issues, which could cause Experion server issues. We donot recommend running ON process VMs with snapshots. Also, snapshots should not last more than 48hours, due to the performance issues to the machine.

Data compression

Using data compression, you can save recovery points in a smaller size file.

TIP It is recommended that you use the Normal option for data compression, as it provides thebest overall performance results.

EBR R501 provides the following compression options:

n None – Data is copied as is without any compression.

n Normal – Honeywell recommends this option.

n High – The backup size is typically less than a Normal compression.

n Maximum – Compresses the Data to the maximum possible level and takes the maximumduration to complete the backup.

Using routers

Although you can backup a device through a router, this could affect the routed traffic. It isrecommended that you check with the local IT department regarding any possible impact on traffic.Where possible, it is recommended that the backup images be stored on a device that is on the sameLAN segment as the Target Nodes.

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9.2 Deduplication

Deduplication is the process of minimizing storage space taken by the backed-up data by detectingbackup data repetition and storing identical backup data only once. Acronis deduplicates backupssaved to a managed vault if you enable deduplication during the vault creation. A vault wherededuplication is enabled is called a deduplicating vault.

ATTENTION

The storage node component must be installed for using deduplication.

Deduplication is possible only when the backup is stored to a managed vault.

The most important factors that influence deduplication speed are: 

n The speed of access to the deduplication database 

n The RAM capacity of the storage node 

n The number of deduplicating locations created on the storage node. 

NOTE For more information about Deduplication see, chapter Deduplication best practices in theAcronis® Backup 12.5 User’s Guide. 

9.3 Backup recommendations

Working with system reserved partition

Go to My Computer and ensure that the System Reserved Partition is not allocated a Drive letter.

If a Drive letter is assigned, then change the Drive letter.

ATTENTION Failure to ensure the prerequisites may result in the system not booting up or theblue screen being displayed after restore.

Changing Drive letter for system reserved partition

1. Click This Pc.

The This PC window appears displaying System reserved partition with a drive letterassigned to it.

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2. Right-click Start > Disk Management.

The Disk Management window appears.

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3. Right-click the System Reserved drive and then click Change Drive Letter and Paths.

The Change Drive Letter and Paths for System Reserved dialog box appears.

4. Click Remove to remove the Drive letter of the System Reserved drive.

A confirmation message appears.

5. Click Yes.

The following warning message appears.

6. Click Yes.

The Drive Letter is removed from the System Reserved partition of the Disk Managementwindow.

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Chapter 9 - Backup Planning

Experion Servers

n Full backups run weekly.

n Incremental backups run every 8 hours.

Experion Stations, Console Extension Stations, Flex Stations, TPS Stations 

n Full backups run weekly.

ACE-T, SIM-ACE-T, and SIM-C200 nodes

n Full backups run weekly.

n Incremental backups run every shift change.

ATTENTION Do not schedule backup from 0:00 to 2:00 AM, as Experion default queries arelaunched at that time.

9.4 Backup Types

With EBR R501, three types of backups are available:

n Full Backup: A self-sufficient backup containing all data chosen for backup. You do not needaccess to any other backup to recover the data from a full backup.

n Incremental Backup: A backup that stores changes to the data against the latest backup. Youneed access to other backups from the same archive to recover data from an incrementalbackup.

n Differential Backup: A differential backup stores changes to the data against the latest fullbackup. You need access to the corresponding full backup to recover the data from a differentialbackup. 

9.5 Backup Schemes

When creating a backup plan, the following backup schemes are available:

n Always incremental (Single – File)

Under this backup scheme, incremental backups can be scheduled on Monthly, Weekly,Daily, or Hourly basis. 

1. The Monthly option has sub provisions to schedule the backups by Days of Month or Daysof Week.

2. The Weekly option allows the user to schedule backups for Days of Week.

3. The Daily option allows the user to schedule the backups to Run Every Day or to RunMonday to Friday.

4. The Hourly option allows user to schedule the backups to run on hourly basis or within thespecified time.

NOTE The user can select the date range to run the backup plan based on requirement

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n Always full

n Same as Always incremental (Single – File), this backup scheme too can be scheduled onMonthly, Weekly, Daily, or Hourly basis, but for full backups.

1. The Monthly option has sub provisions to schedule the backups by Days of Month or Daysof Week.

2. The Weekly option allows the user to schedule backups for Days of Week.

3. The Daily option allows the user to schedule the backups to Run Every Day or to RunMonday to Friday.

4. The Hourly option allows user to schedule the backups to run on hourly basis or within thespecified time.

NOTE The user can select the date range to run the backup plan based on requirement.

n Weekly full, Daily incremental

This backup scheme provides provision for the user to schedule full backups on weeklybasis and incremental backups on daily basis.

NOTE The user can select the date range to run the backup plan based onrequirement.

Custom

This backup scheme provides provision for the user to schedule full, differential, and incrementalbackups on Monthly, Weekly, Daily, or Hourly basis based on requirement.

The user can add multiple schedules under each backup types.

9.6 Scheduling backups

You can set a schedule for backup tasks. This helps in running the backup tasks systematically. 

The scheduler uses the local time of that particular computer in which the backup plan exists.

Scheduling considerations

ATTENTION

When scheduling backup jobs for multiple nodes, Honeywell recommends backing up only onenode at a time by staggering the start times. 

It is better to schedule backup operations on a predetermined timeslot to avoid anyinconvenience or interruption.

Scheduling the frequency of backups depends on the following factors:

n Rate of data change (configured data)

n Database availability

n Value of the data to the company

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9.7 Default Backup settings

Each Acronis agent has default backup options. The default options have pre-defined values. Whencreating a backup plan, you can use a default option, or use a custom value applicable to that particularplan.

In addition, you can customize a default option by changing the default values. The new value is usedby default for all the backup plans that are created on that computer.

To view and change default backup options:

1. Connect to the management server.

NOTE For more information about connecting to the management server, see Adding computersto the management server.

2. Select Options.

3. Select Default backup and recovery options.

4. The Default Backup and Recovery Options window appears. Review and change thedefault backup options as required.

Default backup options

Available default backup options for EBR R501 and Honeywell recommendations for these options arelisted in the following table:

Default backup option Default setting (Preset) Honeywell recommendation

Alerts No Select if required

Backup Consollidation No No

Backup format Automatic selection Automatic selection

Backup Validation No No

Changed Block Tracking

(CBT)

Yes Yes

Compression Level Normal Normal

Email Notifications No No

Error Handling Yes Yes

Fast

Incremental/differential backup

Automatic selection Automatic selection

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Default backup option Default setting (Preset) Honeywell recommendation

File filters

Automatic selection Automatic selection

File - level backup snapshot Automatic selection Automatic selection

File - level security Automatic selection Automatic selection

LVM snapshotting Automatic selection Automatic selection

Log truncation Yes Yes

Mount points No No

Multi-volume snapshot Yes Yes

Performance and backup window

No Select if required

Pre-post commands

No Select if required

Pre-post data capture commands

No Select if required

Scheduling Automatic selection Automatic selection

Sector-by-sector backup

No No

Splitting Automatic selection Automatic selection

Tape Management Automatic selection Automatic selection

Task failure handling No No

Task start conditions Automatic selection Automatic selection

Volume Shadow Copy Service (VSS) Yes No

Volume Shadow Copy

Service (VSS) for virtual

machines

Yes No

Weekly backup Automatic selection Select if required

Windows event log No No

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Chapter 9 - Backup Planning

ATTENTIONFor more information about Backup options see, chapter Backup in the Acronis® Backup 12.5User’s Guide. 

For Tape Management settings see section Tape Management in the Acronis® Backup 12.5User’s Guide. 

Due to the wide range of tape options that exist on the market, Honeywell is unable to providetechnical support for using tape drives in conjunction with Experion Backup and Restore. Allreferences are provided for informational purposes only. Honeywell customers should contactthe tape drive manufacturer for all technical support required for the use of this interface.

For Configuring EBR Backups without VSS for Experion nodes, refer HPS Technical Support,Article No. 89808.

9.8 Retention rules

With EBR R501, you can set two types of retention rules for your backup archives. They are based on:

a. Click on HOW LONG TO KEEP in the backup plan pane to open the Cleanup pane where the followingoptions can be selected as per user requirement.

Cleanup by Backup age.

Under this option, the Monthly, Weekly & Daily backups retention time can be individuallyselected based on user requirement.

Cleanup by number of backups

Under this option, backups can be set to retain till it reaches the desired maximum number configuredhere based on user requirement.

Keep backups indefinitely

By selecting this option, the backups will be retained for an indefinite time.

b. Switch to single rule for all backup sets option available at the bottom of the cleanup pane providesprovision for the user to create single rule for all backup sets by setting the number of hours, days,weeks, months or years to retain the backup files.

c. Click Done.

9.9 Setting up a storage node

Adding a Managed Location

1. Log on to the EBR Manager node. 

2. Launch Acronis Backup 12.5. 

3. At the left pane of the Acronis Backup home page, click Plans>Backup>Create plan> (Afterconfiguring What to Backup, Devices, Application Backup)>Where to Backup>AddLocation>Storage node.

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NOTE It is recommended to always add location (managed/Unmanged) via clickingBackup>Add location on the left pannel of home page.

4. The Add location page appears.

To create a managed location on a local or network folder, click the respective Storagenode .

5. The Location managed by storage node page appears.

6. In the Name box, enter the applicable name.

7. In the Path box, enter the respective path or click Browse and locate the applicable folder.

8. Click Done.

ATTENTION There is no limitation for Acronis Storage Nodes that can be registered on AcronisManagement Server. Regarding the vaults - the non-deduplication vaults must not affect theAcronis Storage Node performance but for the vault with deduplication - we recommend to useone vault per Acronis Storage Node.

To protect the location with encryption

1. Log on to the EBR Manager node. 

2. Launch Acronis Backup 12.5

3. At the left pane of the Acronis Backup home page, click Devices > All machines

4. All machines page appears.

5. Select the respective machine that needs to be encrypted. 

6. Click Backup from the options window pane for the selected machine.

Click Add Backup Plan.

7. Choose a backup plan page appears.

8. Click Create new

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9. New backup plan page appears

.

10. Click Encryption

Encryption window appears.

11. Create a Password and confirm the password. Select the respective Encryption algorithm from thedropdown.  By default, AES256 will be selected.

12. Click OK.

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Deduplication

1. Log on to the EBR Manager node. 

2. Launch Acronis Backup 12.5

3. At the left pane of the Acronis Backup home page, click Plans > Backup > Add location.

NOTE It is recommended to always add location (managed / unmanaged) viaclicking Backup>Add location on the left panel of home page.

4. The Add location page appears.

5. Click Storage Node

6. The Location Managed by Storage Node page appears.

7. Click Deduplication button to ON. By default, this option will be in OFF stage.

ATTENTIONn Only if deduplication is enabled specify or change the

Deduplication database path field value. 

n This must be a folder on a hard drive local to the storage node. Toimprove the system performance, we recommend that you createthe deduplication database and the managed location on differentdisks.

8. Click Done.

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9.10 Backup Replication

1. Log on to the EBR Manager node. 

2. Launch Acronis Backup 12.5

3. At the left pane of the Acronis Backup home page, click Plans > Backup replication plans >Create Plan.

4. The New replication plan page appears.

5. You can view/edit the Agent, Destination and How to replicate options based on the userrequirements.

6. Click Create.

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BACKUPS ON A PHYSICAL NODE

10.1 Getting Started

Sample backup configuration form Table  is a sample backup configuration form that you can create asa spreadsheet to simplify backup scheduling by having all the data in one place. After entering thedata, you can use the spreadsheet data to configure backups for each node.

Table 1. Sample backup configuration form

Configuration Information Range/Options/Notes Node A Node B

Node Number

Node Name

Node Type

Hardware Platform (optional)

Drives to be backed up

General backup information:

• Network file name Name of backup file

• Network folder name of backup

MAC Address

IP Addresses:

• Node (Yellow FTE)

• Default Gateway

• File Server

• Access credentials for Vault

Scheduling backups (Full or Base with incrementals):

n Once

n Weekly

n Monthly

n No schedule

.Sample backup configuration form Table  is a sample backup configuration form that you can createas a spreadsheet to simplify backup scheduling by having all the data in one place. After

entering the data, you can use the spreadsheet data to configure bac

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Configuration Information Range/Options/Notes NodeA

NodeB

• Weekly:

− Day of the week Sun, Mon, Tue, Wed, Thu, Fri, Sat

− Start time Hours: Minutes AM/PM

− First backup of each day Hours: Minutes AM/PM

− Last backup of each day Hours: Minutes AM/PM

• Monthly:

− Day of the month 1–31

− Start time Hours: Minutes AM/PM

− Number of hours betweenincrementals 1–8

Data compression:

n Normal (recommended)

n High

n Maximum

n None

Validate backup after creation Not recommended. Verification doubles the time tofinish a backup.

• File descriptor

(for each node backup)

• File size • Blu-ray Disc • Tape:

Limit number of backups for eachhard disk

5 backups maximum per week are recommended.

1 backup at month-end is recommended. 

User credentials for backup plan and vault

You must know the credentials of the EBR User Account and the credentials for the Vault beforecreating a backup plan.

10.2 Creating a backup plan for a physical node

To create a backup plan for a physical machine

1. From the Home page of Acronis Backup 12.5, click ADD option to add the requiredphysical node to the All devices list by specifying the respective machine name or IPaddress and entering the login credentials.

2. Select the required physical machine from the all devices tab of the Acronis Backup12.5 home page.

3. Select the option Backup from the popped up menu on the right side of the AcronisBackup 12.5 home page for the selected physical node.

4. Use the Create New option to create a new backup plan for the selected physical nodeand provide a name for it by clicking the Edit icon.

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Chapter 10 - Backups on a physical node

ATTENTION

While selecting the volumes to be backed up for nodes loaded withEmbedded Microsoft Windows 10 Enterprise and Embedded MicrosoftWindows Server 2016 Standard operating systems:

n Select the C drive (or other drive if CIP is used) aswell as the System Reserved partition (if present).

n If you used Custom Install Path for any softwareinstallation, then select that drives as well.

5. Click What to back up to select entire machine or disks / volumes.

The Entire machine option is used to take the entire machine backup.

NOTE The user can enable or disable the application backup for selected entire machine backupof the physical node.

When the option disks / volumes is selected, the Items to backup option is enabled .beneath where theuser can add rules and select what item to be backed up. Press OK.

ATTENTION If your operating system and its loader reside on different volumes, always includeboth the volumes in the backup. Recover the volumes together; otherwise there is a high risk ofthe operating system failing to start.

10.3 Running backup job manually

Run a Backup job on demand. The Run option allows you to run any backup job when required, even ifthe backup job is scheduled.

1. Click Start > Acronis > Acronis Backup. The Acronis Backup window appears.

2. Under Devices, select devices for backup.

3. Click Backup on right pane.

4. Select the Applied backup plan.

5. Click RUN NOW to start the backup.

10.4 Editing backup jobs

You can edit or modify the backup job settings. To edit or modify backup job settings:

1. Click Start > Acronis > Acronis Backup. The Acronis Backup window appears.

2. Under Devices, select devices for backup.

3. Click Backup on right pane.

4. Under Applied backup plans, click Settings icon and select Edit.

5. Review and change the required backup plan settings. To change, click on the correspondingbackup entity.

6. Click Done after changes.

7. Click Save Changes in Applied backup plan window.

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10.5 Deleting backup plans/jobs

Disabling a backup job locally using Server/Desktop console:

1. Launch Acronis Backup 12.5

2. At the left pane of the Acronis Backup home page, click Plans >Backup

Backup plans page appears.

3. Select the respective plan that needs to be deleted.

The Delete plan pop-up appears.

4. Click DELETE.

10.6 Backup in a recovery environment

To back-up in a recovery environment:

1. Insert the EBR Recovery DVD into the DVD drive.

ATTENTION Ensure that the computer starts from the DVD drive.

2. Restart the computer using the EBR Recovery DVD.

3. After the computer hardware analysis is completed in the EBR recovery environment,the computer restarts within 5–7 minutes.

The Starting Acronis Loader message appears, followed by the Acronis RescueMedia welcome screen.

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4. On the Acronis Rescue Media welcome screen, the following options are displayed:

n Acronis Universal Restore

n Acronis Backup (64-bit with UEFI support)

n Continue OS booting

a. Click option – Acronis Backup (64-bit with UEFI support) to proceed to the AcronisHome Page.

The Acronis Bootable Agent screen appears. This processtakes a few minutes.

4. The Acronis Bootable Agent dialog box appears. Click Configure Network

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.

5. The Network Settings dialog box appears. Enter the appropriate network settings and then click OK.

6. The Acronis Bootable Agent dialog box appears. Click Manage this machine locally.

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7. The Management console appears. On the home page, under Actions, click Back up now. The Backup now page appears.

What to backup

9. Click Items to back up.

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The Data to Back Up dialog box appears.

In the Data to back up list, select Disks/volumes or files to back up.

10. Perform any one of the following, as necessary:

a. If you are selecting Disks/volumes, select the check box corresponding to disk/volume you wantto back up.

b. If you are selecting files, select the location from the left pane and then select the file foldersfrom the right pane.

c. Click OK.

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Chapter 10 - Backups on a physical node

11. Click Location.

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The Location dialog box appears.

12. a. Select the location from the left pane.

b. Provide a name for the new backup archive. Click OK.

How to back up

13. In the Backup type list, select a suitable option.

Validation

14. In the Validation list, select a suitable option.

Parameters

15. Click Backup options to edit the default backup options.  The Options dialog box appears.

16. Select a suitable option and then click OK.  The Back up now page appears.

17. Click OK.

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BACKUPS ON A VIRTUAL NODE

11.1 Getting started

Prerequisite: You should have completed the procedures mentioned in Section 6. Setting up EBR in avirtual environment.

Maintain a backup configuration form

Sample backup configuration form

Table 2 is a sample backup configuration form that you can create as a spreadsheet to simplify backupscheduling by having all the data in one place. After entering the data, you can use the spreadsheetdata to configure backups for each node.

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Table 2. Sample backup configuration form

Configuration Information Range/Options/Notes NodeA

NodeB

Node Number

Node Name

Node Type

Hardware Platform (optional)

Drives to be backed up

General backup information:

• Network file name Name of backup file

• Network folder name of backup

MAC Address

IP Addresses:

• Node (Yellow FTE)

• Default Gateway

• File Server

Access credentials for Vault

Scheduling backups (Full or Base withincrementals):

n Once

n Weekly

n Monthly

n No schedule

• Weekly:

− Day of the week Sun, Mon, Tue, Wed, Thu, Fri, Sat

− Start time Hours: Minutes AM/PM

− First backup of each day Hours: Minutes AM/PM

− Last backup of each day Hours: Minutes AM/PM

• Monthly:

− Day of the month 1–31

− Start time Hours: Minutes AM/PM

− Number of hours betweenincrementals 1–8

Data compression:

n Normal (recommended)

n High

n Maximum

n None

Validate backup after creation Not recommended. Verification doubles the timeto finish a backup.

• File descriptor

(for each node backup)

• File size • Blu-ray Disc • Tape:

Limit number of backups for each harddisk

5 backups maximum per week arerecommended.

1 backup at month-end is recommended. 

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Chapter 11 - Backups on a virtual node

11.2 Creating a backup plan for a virtual node

To create a backup plan for a virtual node:

Step Action

1. From the Home page of Acronis Backup 12.5, click ADD option to add the requiredVMware ESXi to the All devices list by specifying the respective host name or IPaddress and entering the login credentials which adds the virtual machines that itcontains.

2. Select the required virtual machine from the All devices tab of the Acronis Backup 12.5 home page.

3. Select the option Backup from the popped up menu on the right side of the AcronisBackup 12.5  home page for the selected virtual node.

4. Use the Create New option to create a new backup plan for the selected virtual nodeand provide a name for it by clicking the Edit icon.

ATTENTIONWhile selecting the volumes to be backed up for nodes loaded withEmbedded Microsoft Windows 10 Enterprise and Embedded MicrosoftWindows Server 2016 Standard operating systems:

l Select the C drive (or other drive if CIP is used) as well as the SystemReserved partition (if present).

l If you used Custom Install Path for any software installation, then selectthat drives as well.

5. Click What to back up to select entire machine or disks / volumes.

The Entire machine option is used to take the entire machine backup.

NOTE The user can enable or disable the application backup for selectedentire machine backup of the physical node.

When the option disks / volumes is selected, the Items to backup option is enabledbeneath where the user can add rules and select what item to be backed up. PressOK.

ATTENTION If your operating system and its loader reside on different volumes, always includeboth the volumes in the backup. Recover the volumes together; otherwise there is a high risk ofthe operating system failing to start.

Where to back up

ATTENTION Ensure that the disk has sufficient space before starting the backup.

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6. Click the Where to backup option to specify the location where the backup needs to besaved.

The Location dialog box appears.

7. Select any of the following as necessary:

a. Cloud storage to save the backup in the cloud by using login credentials for Acronisaccount.

b. Browse Local folders to save the backup in a local folder.

c. Browse Network folder using the respective login credentials to save the backup in anetwork; location

d. Click Done.

How to back up

8. Select the appropriate Backup Scheme to schedule the required backup plan underschedule option. Please refer the Section Backup Schemes for more details. The scheduleoption can be turned ON or OFF as per requirement.

Click Done.

TIPIt is recommended to use the Custom back up scheme.

When you schedule the task to run, the following options are available:

n Add schedule: Use this option to create more than oneschedule.

n Delete: Use this option to delete a schedule.

n Change: Use this option to edit the schedule.

9. In the HOW LONG TO KEEP option, select a scheme that suits your requirement.

e. Cleanup by backup age

In this cleanup option, individual rule for each backup sets can be selectedon Monthly, Weekly, or Daily basis. 

OR

Single rule for all backup sets can be selected.

f. Cleanup by number of backups

Schedule cleanup when the maximum number of backups is reached.

g. Keep backups indefinitely

h. Click Done.

10. Encryption option can be used to protect the backup files by providing case sensitivepasswords and selecting encryption algorithms.

11. Click Apply.

ATTENTION The Passwords set for the backup files using Encryption option in the backup planmust be secured, as the same needs to be provided during Recovery procedure.

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Chapter 11 - Backups on a virtual node

ATTENTION EBR scripts cannot be run as part of the backup policy of a virtual machine. Werecommend creating a scheduled task in Windows to run the EBR script locally on the virtualmachine prior to the actual EBR

Enter EBR Administrator credentials when prompted.

CAUTION•

Server synchronization may corrupt a backup. Ensure that the servers do not synchronizeduring the backup.

Backups must not be scheduled when internal checks and procedures are being performedby the Experion system. Scheduling a backup during this period may corrupt the backup. Toensure your backup does not conflict with this time period, avoid scheduling backupsbetween midnight and 3 AM. The backup timings must be reviewed against the plantoperating and administration policies as they could change based on the operatingenvironment and operations specific to your plant.

During the backup, ensure that Controller Checkpoint saves are not running in thebackground or scheduled to run. To check this, choose Control Builder Menus Controller >Checkpoint > Schedule Checkpoint Tasks. Then, click Stop to cancel all the running andscheduled tasks.

• Ensure event archiving is not occurring.

11.3 General recommendations

n Periodically check for logs to see if they are consistent with overall backup job status andbackup status of the node. This ensures that warnings and errors are consistent with the overallstatus and not ignored.

n Files and Folder backup cannot be done for Virtual machines. If it is required to take backup offiles and folder on a virtual machine, then EBR Desktop software or EBR Server software mustbe installed on the Virtual node. This will use a workstation/server license. However, if youintend to restore only files and folders from a backup image, you can do so by mounting thebackup image.

n EBR scripts cannot be run as part of the backup policy of a virtual machine. We recommendcreating a scheduled task in Windows to run the EBR script locally on the virtual machine priorto the actual EBR backup of the virtual machine. Applicable for Experion Server only.

TIPThe procedures for Running backup job manually, disabling & deleting backup jobs, mounting

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an image and validating backups are same for Physical nodes and Virtual nodes. For details,see chapter Backups on a physical node.

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RECOVERY PLANNING

12.1 About Recovery Planning

This chapter provides instructions for restoring system data to Experion nodes after recovering from anunexpected event. It would be beneficial to include system administrators and users in developing therecovery plan. You can then incorporate the completed backup/recovery plan into your OperationsPolicy.

12.2 General recovery plan considerations

When developing recovery plan, consider the following:

n What are the possible unexpected events that can affect your process and system?

n Depending on the unexpected events, what are the possible recovery procedures?

n What is the recovery procedure for each scenario?

n Do you have to develop a plan for each of the possible recovery scenarios?

n Who performs the recovery tasks?

n If your plant is divided into operational areas, is there a hierarchy of operational areas to berestarted?

n What is the order in which the system nodes within a cluster or operating area have to berestarted?

n Where are your backups stored? Are they available from a nearby secure, temperature-controlled off-site location?

TIP It is recommended to document the system recovery plan and make it available to all theparticipants.

Elements of a recovery plan

The recovery plan is a comprehensive set of measures and procedures that are implemented tomaintain critical resources and infrastructure. This ensures that you have backup alternatives in place,in case of an unexpected event.

The recovery plan must contain a comprehensive list of actions that you must take before, during, andafter an unexpected event. Having a recovery plan means that your organization implemented actionsthat allow you to respond to and recover from an unexpected event in an organized and efficientmanner. The recovery plan must be documented, tested, and approved to ensure the actions work asplanned.

The recovery plan can protect the organization in a number of ways, including:

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n Providing a sense of security.

n Ensuring system and resource stability during an unexpected event.

n Minimizing system downtime and recovery.

n Minimizing the risk of permanent loss of critical systems and data.

n Minimizing confusion during an event.

n Minimizing the amount of decision making after the event.

n Providing a platform on which to test various disaster recovery scenarios.

n Ensuring the reliability of secondary systems such as mirror servers and uninterruptible powersupply (UPS) systems.

When developing a recovery plan, you must remember that its instructions may be carried out inextremely stressful conditions. Therefore, it is essential that the plan contains easy-to-follow instructionswritten in a chronological order.

You must perform the following tasks when you begin developing the recovery plan:

n Analyze the business impact

n Perform a risk assessment

n Develop the recovery plan

n Test and audit the plan

12.3 Overview of tasks to develop a recovery plan

Analyze the business impact

Identify the critical systems, applications, and business processes and prioritize them in order ofimportance. You must include:

n System software

n Experion application software

n Control strategies

n History and event archives

n Displays

You must then evaluate the impact of an interruption on each of the systems, applications, andprocesses you identified as being critical.

12.3.1 Perform a risk assessment

Assessing the risks to your organization help to identify any weaknesses to your critical systems,including the physical security of your building, data security, and the likelihood of a disaster occurring.The risk assessment may help to identify potential risks to your organization and minimize certainthreats by identifying system vulnerabilities, which you can then address.

12.3.2 Use the recovery plan

Recovery plans help to minimize downtime of your critical systems. The recovery plans must outlinehow each of the critical systems, applications, and processes are restored, and provide a list ofresources required for plan implementation.

The recovery teams must be prepared to quickly deal with the unexpected event. With this in mind, youmust ensure that the recovery plan is concise and clearly written.

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Chapter 12 - Recovery Planning

After the plan has been written and tested, employees must be notified of its existence and keypersonnel must be trained in its use. It is important to keep copies of the entire plan in a secure offsitelocation. The plan must be stored in hard-copy format, as well as electronically, in case computersystems are unavailable.

12.3.3 Test and audit the plan

You must audit and test the plan periodically to ensure that it continues to meet the organization’sprocedures, practices, and policies.

12.4 Restore modes/options

Universal Restore option

Default recovery options

Available default recovery options for EBR R501 and Honeywell recommendations for these optionsare listed in the following table:

Default recovery option Default setting (Preset) Honeywell

recommendation

Backup Validation No Yes

Date and Time forfiles Yes Yes

Error handling Yes

Yes 

(less number of attempts and less interval between attemptsrecommended)

File Exclusions Empty Provide file Exclusions as per requirement.

File-level security Yes Yes

Full path recovery No No

Mount points No No

Performance Normal Normal

Pre-post commands Disabled Enabled based on requirement.

Windows event log Disabled Enabled based on requirement.

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CHECKLISTS FOR RESTORING EXPERIONNODES

13.1 Checklists for restoring nodes with similar hardware

Restoring a non-redundant node with similar hardware

Step Task Go to Done?

1

Replace the failed hard disk / failed node and replace the hard disk/ reconnect the related cables.

Note: While replacing a failed hard disk ensure the address pinningis identical to the original unit.

Notapplicable

2 Use EBR Recovery Media to restore the hard disk. page 162

Restoring redundant Experion Server A with similar hardware

Step Task Go to Done?

1

Replace the failed hard disk / failed node and replace the hard disk /reconnect the related cables.

Note: While replacing a failed hard disk ensure the address pinning isidentical to the original unit.

Notapplicable

2 Use EBR Recovery Media to restore the hard disk. Chapter 14

3 Disable ERDB/EMDB replication from Experion Server B. Chapter 16

4

Delete the contents of this folder on Experion Server A:

• For Experion R5xx

The default path is: 

C:\Programdata\Honeywell\Experion PKS\Checkpoint

For custom installation path, navigate to

User selected path\Honeywell\ExperionPKS\Checkpoint

Notapplicable

5 Restore the ERDB for Redundant Experion Server A. Section16.2

6 Restore the EMDB for Redundant Experion Server A. Section16.2

7Use a Station to connect to the primary Experion

Server, and then synchronize both Experion Servers.

Section16.2

Backup and Restore

12.1 Checklists for restoring nodes with similar hardware

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Restoring redundant Experion Server B with similar hardware

Step Task Go to Done?

1

Replace the failed hard disk / failed node and replace the hard disk /reconnect the related cables.

Note: While replacing a failed hard disk ensure the address pinning isidentical to the original unit.

Notapplicable

2 Use EBR Recovery Media to restore the hard disk.  Chapter 14

ATTENTION Ensure you disconnect the node from the network before proceeding to the nextstep to avoid the redundant servers communicating with each other immediately.

3

Delete the contents of this folder on Experion Server B:

l For Experion R5xx

The default path is: 

C:\Programdata\Honeywell\Experion PKS\Checkpoint

For custom installation path, navigate to

User selectedpath\Honeywell\ExperionPKS\Checkpoint

Not

applicable

4 Restore the ERDB for Experion Server B. Section16.2

5 Restore the EMDB for Experion Server B. Section16.2

6 Use a Station to connect to the primary Experion Server, and then synchronize bothExperion Servers.

Section16.2 

12.2 Checklists for restoring nodes after recovery from a virus infection

13.2 Checklists for restoring nodes after recovery from a virusinfection

Considerations

n Depending on your local Operations Policy about viruses, you may want to disconnect theinfected nodes from all the networks and restore them from removable media to avoid infectingthe rest of the network.

n Recovery from a virus infection may require restoring an entire hard disk or set of hard disks, orit may simply require recovery of a few quarantined files.

n This procedure can confirm whether the backup image contains the virus, but it cannot removethe infected file from the backup image. 

ATTENTION If a backup image is infected, some uninfected files can be safely recovered, butthe backup image must not be used for a full disk recovery.

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Chapter 13 - Checklists for Restoring Experion Nodes

TIP For this task, you do not need to reformat the hard disk, as EBR restoration overwrites theentire hard disk.

Restoring a non-redundant node after recovery from a virus infection

Step Task . Go to Done?

1 Remove the computer from the network. Not applicable

2 Use EBR Recovery Media to restore the hard page 162 disk. 

TIP Accessing data on an infected disk can also infectthe local machine.

3 Use the virus scan software to scan the drive specified in step 2 Virus scan softwaredocumentation

4 If the virus scan detects a virus in the backup image, use apreviously archived, virus-free image to restore the hard disk. Not applicable

5 Use EBR Recovery Media to restore the hard disk. Section 16.2

6 Add the computer back to the network. Not applicable

Restoring redundant Experion Server A after recovery from a virus infection

Step Task Go to Done?

1 Remove the computer from the network. Not applicable

2 Reformat the hard disk. Microsoftdocumentation

3 Use EBR Recovery Media to restore the hard disk. Chapter 14

4 Use the virus scan software to scan the selected disk drive. Virus scan softwaredocumentation

5 If the virus scan detects a virus in the backup image, use apreviously archived backup image to restore the hard disk. Not applicable

6 Disable ERDB/EMDB replication for Experion Server B. Section 16.2

7

Delete the contents of this folder on Experion Server A:

• For Experion R5xx

The default path is: 

C:\Programdata\Honeywell\Experion PKS\Checkp oint

For custom installation path, navigate to

Userselectedpath\Honeywell\ExperionPKS\Checkp oint

Not applicable

8 Restore the ERDB for Experion Server A. Section 16.2

9 Restore the EMDB for Experion Server A Section 16.2

10 Use a Station to connect to the primary Experion Server, and thensynchronize both the Experion Servers. Section 16.2

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13.2.1 Restoring redundant Experion Server B after recovery from avirus infection

Step Task Go to Done?

1 Remove the computer from the network. Notapplicable

2 Reformat the hard disk.

Microsoftdocumentat

ion

3 Use EBR Recovery Media to restore the hard disk. Chapter 14

4 Use your virus scan software to scan the selected disk drive.

Virus scansoftware

documentat

ion

5 If the virus scan detects a virus in the backup image, use a previouslyarchived backup image to restore the hard disk.

Notapplicable

6 Disable ERDB/EMDB replication for Experion Server B. Section 16.2

7

Delete the contents of this folder on Experion Server B:

• For Experion R5xx

The default path is: 

C:\Programdata\Honeywell\Experion PKS\Checkpo int

For custom installation path, navigate to

Userselectedpath\Honeywell\ExperionPKS\Checkp oint

Notapplicable

8 Restore the ERDB for Experion Server B. Section 16.2

9 Restore the EMDB for Experion Server B. Section 16.2

10 Use a Station to connect to the primary Experion Server, and thensynchronize both the Experion Servers. Section 16.2

13.3 Checklists for restoring selected files or folders from a backup

If you can start the node from its operating system, but have lost data or program files on the hard disk(excluding some operating system files), you can recover selected files or folders from a backup imagewithout restoring the entire hard disk. This recovery method is useful when the node failures are tracedto a specific file or folder, or important data files are lost and you do not want to use the Mount Imagefeature to restore an entire backup image.

13.3.1 Considerations using EBR

If you are restoring from an incremental backup, the restore process automatically detects any previousincremental backup and the base backup image associated with the selected incremental backup.

ATTENTION Recovery of selected files and folders does not recover the associated registrysettings.

13.3.2 Restoring selected folders or files to a node

Task Go to Done?

Use EBR Recovery Media to restore the selected files or folders. Chapter 14

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RESTORING PHYSICAL NODES

14.1 Using EBR Recovery Media to restore hard disks and images

Prerequisites

Configure backup for the nodes before restoring the hard disk using EBR. For more information aboutbackup configuration form, see

Sample backup configuration form.

ATTENTION Universal restore of Windows 10 nodes is supported from EBR R501.2 (Acronisversion 8560).

Restoring a hard disk

Starting up

ATTENTION The boot sequence must be set to DVD Drive in BIOS before inserting the DVD.

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Step Action

1 Insert the EBR R501 recovery media into the DVD Drive.

2Start from the DVD drive.

The Starting Acronis Loader message appears.

3

On the Acronis Rescue Media welcome screen, the following options are displayed:

n Acronis Universal Restore

n Acronis Backup (64-bit with UEFI support)

n Continue OS booting

b) Click option – Acronis Backup (64-bit with UEFI support) to proceed to the Acronis Home Page.

The Acronis Bootable Agent screen appears.

ATTENTION Wait for a few minutes before the Acronis recovery media is loaded.

Configuring the Network

TIPYou must configure the network only if you are restoring an image that is on theshared network.

If you are not restoring an image on the network, go to step 7.

5 Click the Configure network.

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Chapter 14 - Restoring Physical Nodes

Step Action

The Network Settings dialog box appears.

6

Enter the following network settings for the target computer:

n IP Address

n Subnet mask

n Default Gateways

TIP xThe appropriate network settings are available from your System Administrator.

7Click OK.

The Acronis Bootable Backup Agent screen appears.

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Step Action

8

Click Manage this machine locally.

On the home page, under Actions, click Recover.

The Recover data page appears.

What to recover

10 For Select data option, click Required.

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Chapter 14 - Restoring Physical Nodes

Step Action

The Data to recover selection dialog box appears.

11

Perform one of the following actions:

n In the Data Path box, type the location of the backup that contains the data you wantto recover.

Or

n Browse through the folder tree and select the backup that contains thedata you want to recover.

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Step Action

12 Click OK

13

In the Backup contents list, click one of the following options:

l Volumes

l Disks

l Files

If you have selected Volume, then continue with Step 14. If you have selected Disk, then goto Step 15.

For Volume

TIP If recovering a System volume, recover the MBR along with the system volume tomake the recovered volume bootable

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Chapter 14 - Restoring Physical Nodes

Step Action

14 Click Required, and select the required physical volumes to recover.

For Disks

15 Click Required, and select the required physical disk to recover.

Where to recover

16 The data you want to recover and the selected disks/files appear under Where to recover. ClickRequired, and choose an appropriate destination for the recovered data.

TIP Ensure that the NT Signature option is set to Select automatically.

Note: If the operating system is installed using Experion Initialization media then the SystemReserved partition may not exist.

If the operating system is installed directly from the media provided by Microsoft, then the SystemReserved partition may be present.

TIP Ensure that the Acronis Active Restore option is set to

17 Click Ok

ATTENTIONAfter recovery of an EPKS image with Windows 7 OS (i.e R41x and R43x)  for platformT5820XL and R7920XL DVD drive may not function. Perform the below workaround:

l To restore DVD drive functionality, install the driver via a shared network folder or USBkey. This driver is found on the Experion System Initialization Media at below location:

\PACKAGES\DRIVERS\STORAGECONTROLLER\INTEL_RAPID_ STORAGE_DRIVER_T5820_R7920.

Restoring selected folders or files

ATTENTIONFile and folder level restoration from a backup is not possible in a virtual environment.

1. Open the Acronis Backup 12.5  and select the machine that needs to be recovered.

2. Click Recovery on the pane popped up at the right side of the home page against theselected machine.

The available backup files related to the selected machine are listed down.

3. Select the required backup file which is listed down based on the time of backup. 

Click Recover.

What to recover

4. Select Files/Folders from the dropdown menu.

5. Select the required Files/Folders to be recovered and click Recover on the right sidepane.

Where to recover (path)

6. Select any of the following based on the requirement.

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a. Original location:

To recover the selected Files/Folders to their original location.

b. Custom location:

To browse and select a Custom location to recover the selected Files/Folders.

Click Start Recovery.

Recovery options can be changed as per requirement. For more detailsplease refer the Section Restore modes/options.

Universal Restore

1. If user wants to apply Universal Restore, click Close after Recovery.

2. Click Apply Universal Restore.

3. Else, reboot the machine with EBR Recovery Media.  Click Acronis Universal Restore.

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Chapter 14 - Restoring Physical Nodes

4. In Apply Universal Restore, click Add folder under Automatic Driver search option and locate to theEBR Driver folder available in INIT media and click OK.

NOTE

If using INIT media DVD, remove the Acronis DVD and insert the INIT media DVD and locate tofollowing location: D_EXP\PACKAGES\EBR Drivers

If using USB where “EBR drivers” folder is already copied, locate to same path in USB.

5. Once Apply Universal Restore completes, reboot the system and login to the machine.

6. Run the INIT media to install and update all the drivers.

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RESTORING VIRTUAL NODES

15.1 Methods of restoring a virtual node

A virtual machine can be restored using the following methods:

n Restoring using EBR recovery mediao Restoring to a new virtual machine using EBR recovery media

o Restoring to an existing virtual machine using EBR recovery media

n Restoring virtual machine using virtual appliance from EBR Manager

15.1.1 Restoring to a new virtual machine using EBR recovery media

1. Create a new virtual machine. 

NOTE For detailed information about creating a new virtual machine, see the latest version ofthe Experion PKS R501 Software Installation User’s Guide.

ATTENTION Automatic check pointing from the primary Experion Server to the backup ExperionServer does not occur until the two servers are properly synchronized.

2. Add CD/DVD drive to the virtual machine if not already performed as part of step 1.

To add the CD/DVD drive, perform the following steps:

a. Power OFF the virtual machine.

b. In vSphere Client, select the virtual machine, right-click and then choose Edit Settings.

c. Click Add. The Add Hardware dialog box appears.

d. In the list of available devices, click CD/DVD Drive and then click Next.

e. Select Use physical drive.

f. Click Next.

g. Select Host and then click Next.

h. Click Next.

i. Click Finish.

j. Click OK.

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3. Power ON the new virtual machine from EBR R501 recovery media.

4. In the vSphereClient page, right-click on the virtual machine and open console.

5. Go to Boot Menu and select CD-ROM Drive.

6. The Starting Acronis Loader message appears.

7. On the Acronis Rescue Media welcome screen, the following options are displayed:

n Acronis Universal Restore

n Acronis Backup (64-bit with UEFI support)

n Continue OS booting

c. Click option – Acronis Backup (64-bit with UEFI support) to proceed to the Acronis Home Page.

The Acronis Bootable Agent screen appears.

TIP Wait for a few minutes before the Acronis recovery media is loaded.

Configuring the Network

TIPYou must configure the network only if you are restoring an image that is on the shared network.

If you are not restoring an image on the network, go to step 7.

9. Click the Configure network.

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The Network Settings dialog box appears.

10. Enter the following network settings for the target computer:

l IP address

l Subnet mask

l Default Gateways

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TIP The appropriate network settings are available from your System Administrator.

11. Click OK

The Acronis Bootable Agent screen appears.

12. Click Manage this machine locally.

13. On the home page, under Actions, click Recover.

The Recover data page appears.

What to recover

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14. For Select data option, click Required.

The Data to recover selection dialog box appears.

15. Perform one of the following actions:

n In the Data Path box, type the location of the backup that contains the data you want to recover.

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Or

n Browse through the folder tree and select the backup that contains the data you want to recover.

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16. Click OK.

17. In the Backup contents list, click one of the following:

l Volumes

l Disks

l Files

If you have selected Volume, then continue with Step 18. If you have selected Disk,then go to Step 19.

For Volume

TIP If recovering a System volume, recover the MBR along with the system volume to make therecovered volume bootable

18. Click Required, and select the required physical volumes to recover.

For Disks

19. Click Required, and select the required physical disk to recover.

Where to recover

20. The data you want to recover and the selected disks/files appear under Where torecover. 

Click Required, and choose an appropriate destination for the recovered data.

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TIP Ensure that the NT Signature option is set to Select automatically.

NOTENote: If the operating system is installed using Experion Initialization media then the SystemReserved partition may not exist.

If the operating system is installed directly from the media provided by Microsoft, then the SystemReserved partition may be present.

21. Click Ok.

22. After recovery completes, the Succeeded message appears. Click Close.

23. Click the Close button on the upper-right corner of the window to return to the AcronisBootable Agent window.

24. Click Reboot. 

TIP If the reboot does not happen automatically, reboot the system manually.

25. Log on to the computer using appropriate credentials. The device driver softwareinstallation begins.

26. After the installation, the system prompts for restart.

Click Restart Now.

ATTENTION This is a mandatory step applicable for Universal restore only.

TIP To resolve the problem on replication not working after an EBR image is restored back, seeAppendix D: Re-adding back the restored node to domain.

Restoring to an existing virtual node using EBR recovery media

The procedure for restoring to an existing virtual node using EBR recovery media is similar to theprocedure for restoring to a new virtual node using EBR recovery media. 

To restore to an existing virtual node using EBR recovery media, perform steps 2 to 26 of Restoring to anew virtual node.

Restoring virtual node using virtual appliance from EBR Manager

Prerequisites

Virtual appliance must be deployed to the ESX(i) host on which the recovery needs to be done whichtakes place when a VMware host machine is added to the devices list in the EBR Manager. Virtualmachines must comply with recommendations given in the Experion PKS Virtualization Planning andImplementation Guide.

Step Action

1. Login to the EBR Manager.

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NOTE For more information about connecting to the management server, see Adding computersto the management server.

2. Select the required Virtual machine to be restored, from the All devices list of AcronisBackup home page and click Recovery on the right-side pane.

3. All the available backups for the respective Virtual machine are listed down withrespect to their time of backup.

4. Select any of the following available options based on requirement:

a. Recover:

This option can be used to recover the selected backup file to the same Virtual machine with Entiremachine or Files/Folders options. 

Click Recover and select any of the following options based on the requirement.

i. Entire Machine

n Use this option to recover the entire machine backup from the selected backup file to anyexisting machine or new machine.

n Browse and select the required target machine where the entire machine backup needsto be recovered.

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n Provide the necessary recovery options based on requirement. Click Done. Click StartRecovery.

ii. Files/Folders

n Use this option to recover only the selected files/folders from the selected backup file toany custom location as per requirement

n Click the Files/Folders option to open the window where the contents of the backup filecan be browsed and the required files/folders can be selected.

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n After selecting the required files/folders, click Recover on the right-side pane.

n Click Browse under Path to provide the custom location where the selected files/foldersneed to be restored.

n Provide the necessary recovery options based on requirement. Click Done.

n Click Start Recovery.

b. Run as VM:

With this option a new virtual machine can be deployed to the required Data Store using theselected backup file from the list directly. 

The following details should be entered to execute the same.

i. Target Machine:

Browse and select the VCenter/VMware host where the new virtual machine needs to bedeployed. 

Provide a name for the new Virtual machine, and then click OK.

ii. Data Store:

Select the data store with which the new virtual machine needs to be created. 

Click OK.

iii. VM Settings:

Select the required Memory and assign the applicable network adaptors. 

Click OK

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iv. Power State:

Select the power state ON/OFF to set the state of the new VM after deployment.

Click Run now.

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RESTORING EXPERION DATABASES

16.1 About this chapter

This chapter provides instructions for restoring various nodes and Experion Server databases afterrecovery from a failure, such as a hardware failure, virus infection, or database corruption.

The sections describe node restoration based on whether the node is being restored to dissimilarcomputer hardware from the computer from which the backup was made, or to similar computerhardware. 

In addition, this section provides instructions for restoring the EMDB and ERDB databases for ExperionServers.

CAUTIONIf you are not sure about the partition mapping, then it is recommended that you format theexisting drives and then delete all the partitions so that the entire hard disk becomes an un-allocated space.

ATTENTIONUse the appropriate checklists to restore nodes and databases after recovery from anunexpected event. These checklists specify the correct sequence of tasks for a successfulrestoration.

It is recommended that the Experion server shouldn't be primary when its database restoreoperation is carried out.

16.2 Disabling ERDB and/or EMDB replication for RedundantExperion Server B

ATTENTION This procedure is applicable only to Experion Server B of a redundant server.

Prerequisites

Ensure that you login with a local account that has local administrator and product administratorprivileges.

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Disabling ERDB and/or EMDB replication for Redundant Experion Server B

1. Start Configuration Studio and connect to the system with Experion Server.

2. For the ERDB:

In Configuration Explorer, click the server name, and then click Administer thecontrol strategy database.

For the EMDB:

In Configuration Explorer, click the server name, and then click Administer thecontrol strategy database.

3. Expand the DBAdmin and Server Node trees.

4. Click ERDB/EMDB Admin Tasks. The ERDB Admin Tasks page opens.

5. Click Disable Replication, and then click Yes.

6. Click OK to acknowledge the Disable replication succeeded message.

7. Close the DBAdmin dialog box.

Restoring the ERDB for Redundant Experion Server A

Use this procedure after restoring a backup of Experion Server A to update it with the latest ERDB fromExperion Server B. 

This procedure can also be used to replace a corrupted ERDB on Experion Server A with a valid ERDBfrom Experion Server B.

1. Start Configuration Studio and connect to the system with Experion Server B.

2. In Configuration Explorer, click the server name, and then click Administer the controlstrategy database.

The DBAdmin dialog box appears.

3. Expand the DBAdmin and Server Node trees, and then click ERDB Admin tasks.

4. Select Recover Secondary Database, and then click Yes.

5. Click OK to acknowledge that the recovery is complete.

6. Click Enable Replication, and then click Yes.

7. Click OK to acknowledge the replication successful message.

8. Close the DBAdmin dialog box.

9. On Experion Server A, synchronize the SRDB with Server B as follows:

a. Choose Start > Windows Administrative Tools > Services.

b. Click Experion PKS System Repository, and then click Stop.

c. Click Yes to stop the service.

d. Go to, C:\ProgramData\Honeywell\Experion PKS\SRDB.Delete the file EPKSOperationalDB.sdf

Or

e. Go to Start > Windows Administrative Tools > EngineeringTools > Error Logs > SRDB. Delete the fileEPKSOperationalDB.sdf

10. Close all Windows applications and restart the machine.

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Restoring the ERDB for Redundant Experion Server B

Use this procedure after restoring a backup of Experion Server B to update it with the latest ERDB fromExperion Server A. 

You can use this procedure to replace a corrupted ERDB on Experion Server B with a valid ERDB fromExperion Server A.

Prerequisites

Ensure that you login with local account which has local administrator and product administratorprivileges.

1. Start Configuration Studio and connect to the system with Experion Server B.

2. In Configuration Explorer, click the server name, and then click Administer the controlstrategy database.

The DBAdmin dialog box appears.

3. Expand the DBAdmin and Server Node trees, and then click ERDB Admin tasks.

4. Select Recover Secondary Database, and then click Yes.

5. Click OK to acknowledge that the recovery is complete.

6. Click Enable Replication, and then click Yes.

7. Click OK to acknowledge the replication successful message.

8. Close the DBAdmin dialog box.

9. On Experion Server B, synchronize the SRDB with Server A as follows:

a. Choose Start > Windows Administrative Tools > Services.

b. Click Experion PKS System Repository, and then click Stop.

c. Click Yes to stop the service.

d. Go to, C:\ProgramData\Honeywell\Experion PKS\SRDB.Delete the file EPKSOperationalDB.sdf

Or

e. Go to Start > Windows Administrative Tools > EngineeringTools > Error Logs > SRDB. Delete the fileEPKSOperationalDB.sdf

10. Close all Windows applications and restart the machine.

ATTENTION

If detailed displays of L1 modules do not load correctly after restoring in station, then perform“Load server points” to associate the correct d displays to the points from monitoring side.

This procedure WILL cause a momentary LOV. So critical care should taken accordingly.

Restoring the EMDB for Redundant Experion Server A

Prerequisites

Ensure that you login with local account which has local administrator and product administratorprivileges.

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1. Start the Configuration Studio and connect to the system with Experion Server B.

2. In Configuration Explorer, click the system name, and then click Administer the systemdatabase. The DBAdmin dialog box appears.

3. Expand the DBAdmin and Server Node trees, and then click EMDB Admin tasks.

4. Click Recover Secondary database, and then click Yes.

5. Click OK to acknowledge a successful restore.

6. Click Enable Replication, and then click Yes.

7. Click OK to acknowledge a successful replication.

8. Close the DBAdmin dialog box.

16.2.1 Restoring the EMDB for Redundant Experion Server B

Prerequisites

Ensure that you login with local account which has local administrator and product administratorprivileges.

1. Start the Configuration Studio and connect to the system with Experion Server B.

2. In Configuration Explorer, click the system name, and then click Administer the systemdatabase. The DBAdmin dialog box appears.

3. Expand the DBAdmin and Server Node trees, and then click EMDB Admin tasks.

4. Click Recover Primary database, and then click Yes.

5. Click OK to acknowledge a successful restore.

6. Click Enable Replication, and then click Yes.

7. Click OK to acknowledge a successful replication.

8. Close the DBAdmin dialog box.

Synchronizing the Experion Server databases

ATTENTION Automatic check pointing from the primary Experion Server to the backup ExperionServer does not occur until the two servers are properly synchronized.

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Step Action

1 On the primary Experion Server, connect to a Station.

2

Click View > System Status > Server Redundancy to start the Server Redundancy Status displayon the primary Experion Server.

In the Link Status group, the LEDs must be green and indicate the following:

n Backup server is running.

n Link is OK.

3

Click Synchronize, and then click Yes.

The Experion database on the primary server is automatically copied to the backup ExperionServer. The synchronization time depends on the size of the system.

After synchronization, the synchronization indicator (first LED in the Backup Server group)changes from red to green and then the text changes from Not synchronized to Synchronized.

ATTENTIONBefore performing Failover check Controller Subsystem Status on the ServerRedundancy status page. The status should be as follows:

1. Engineering Repository DB : Auto sync enabled

2. Engineering Repository DB to System Repository: ERDB SR Synchronized

3. System Repository primary: Running

4. System Repository backup: Synchronized and Running

If any of the status does not match the above criteria, contact TAC.

4 If you want the other Experion Server to be the primary database, click Manual Failover, and thenclick Yes to start the failover.

5 After a few minutes, click Synchronize, and then Yes to resynchronize the databases. (If you startsynchronization immediately after the failover, an error may occur.)

16.3 Restoring Controllers from controller checkpoint files

Restoring the Engineering Repository Database and controllers

CAUTION Ensure your process is “Off Control” as these procedures require that the controller beidled and/or a new database loaded.

After restoring the Experion database, the database and the controllers may be out-ofsync if the controlstrategy or controller parameters have changed since the backup was created.

If the control strategy or the controller parameters remain the same since the backup, you can updatethe current parameters by uploading the controller to the ERDB, and then updating the project fromloaded. In addition, you must save the checkpoint files again from the controller.

If, the control strategy has changed since the backup or if, Qualification and Version Control System(QVCS) is licensed and the QVCS database changed (such as check in and checkout), you must re-enter the changes to the ERDB project database after it is restored. 

Then, you must update the controller by loading the missing blocks as follows:

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1. Add the new blocks to the project side of the ERDB but do not load them yet.

2. When the Server database was restored, that would have brought in the old checkpointfiles. For each controller that changed since the backup, restore this checkpoint file. Thisaction will delete the controller copies of the new blocks. This is necessary because thenew blocks are “ghost” points and cannot be deleted directly.

3. Note that if the added blocks were IOMs, the checkpoint load may fail. In this case, youmust bring the controller to the NODB state by using NTOOLS or pulling the batteriesand cycling the controller power, and then load the checkpoint.

4. Load the newly added blocks from the project side.

5. If there were external connections to the added blocks, any blocks referencing them inother Control Modules or controllers (if peer-topeer) must be reloaded to update thereferences to these blocks.

6. When completed, save the controller checkpoint and back up the updated database.

7. After restoring Experion Server B of a redundant pair, note the checkpoint files. If theolder checkpoint files are restored to Experion Server B, synchronization attempts toupdate them from Experion Server A, causing them to become out-of-sync with thedatabase. The solution is to delete the checkpoint files from Experion Server A afterreplicating the database and before enabling the ERDB synchronization.

Restoring the events database

Prerequisites

Ensure that you login with local account which has local administrator and product administratorprivileges.

ATTENTION Event restoration can only be run at level “Database Only”. This cannot be run onRunning system.

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Step Action

1

Explore 

n For Default installation path navigate to,C:\ProgramData\Honeywell\ExperionPKS\Server\data\evtarch

n For custom installation path, navigate to,Userselectedpath\Honeywell\ExperionPKS\Server\data\evtarch to findthe appropriate backup file to restore. (This is usually the file with themost recent date and time.)  Note the name of this file.

2 Go to Start > Windows system > Microsoft SQL Server 2012 and then click SQL ServerManagement Studio. The Connect to Server window appears.

3 Log on to local server and then click Connect. The Microsoft SQL Server Management Studiopage opens. 

3Expand the left tree down the following path:

Local Server Name > Databases > emsevents

4 Right-click EMS Events Database and then click Tasks > Restore> Database. The RestoreDatabase dialog box appears.

5 From the Database list select, EMSEvents.

6

k. Select Device: and then browse and add the new device from the following path:

l. C:\ProgramData\Honeywell\ExperionPKS\Server\data\evtarch

m. Click OK until you return to the Restore Database dialog box.

7

n. From the left pane, select the Options page.

o. From the right pane, select the Overwrite the existing database (WITH REPLACE) checkbox.

p. From the right pane, select the Preserve the replication settings (WITH KEEP_REPLICATION) check box and then click OK to run the restore.

8 If any errors occur, stop SQL server, and then restart it to ensure that no other computer isconnected to the database.

16.3.1 Restoring the EMDB

After restoring the EMDB, it may be out-of-sync with the Experion Server if changes were made to theserver, asset, or alarm group definitions after the backup was made. For example, if a server was addedor deleted, or an alarm group hierarchy was changed, such changes must be reconstructed.

If there were no changes to the Enterprise Model after the backup, no further steps are necessary.

If there were changes to the Enterprise Model after the backup, the following scenarios are possible:

n Changes were made but not loaded: In this case, the restored EMDB and the Experion Serversare synchronized. However, you must reconstruct the changes that were not present on thebackup image. When the EMDB is complete, it can then be uploaded to the Experion Servers asusual.

n Changes were made and loaded: In this case, the EMDB and the Experion Servers are notsynchronized. Consequently, you must reconstruct the changes that were not present on thebackup image. After the changes, the EMDB and the Experion Servers are synchronized.However, you must load the Experion Servers to ensure that everything is synchronized.

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CONFIGURATION ITEMS IN THEMANAGEMENT CONSOLE

17.1 Deleting computers from the EBR Manager

To delete computers from the EBR Manager:

1. Login to the Acronis Backup home page

NOTE For more information about connecting to the management server, see Adding computersto the management server.

2. Click the All Devices tab where all the devices added to the EBR Manager are listed.

3. Select the required machine that needs to be deleted from the EBR Manager.

4. Click Delete from the right side pane popped up against the selected machine.

5. Click Delete on the confirmation dialog box.

6. The machines are removed from the EBR Manager.

ATTENTIONOnly the physical machines added to the EBR Manager manually can be deleted using thisprocedure. A Virtual machine can be deleted from the EBR Manager only by deleting theassociated virtual appliance which intern removes all the virtual machines associated to thatparticular virtual appliance.

17.2 Revoking licenses

To revoke licenses:

1. Log On to the EBR Manager node.

2. On the Acronis Backup 12.5  home page, click Settings.

3. Select Licenses under Settings which displays the available licenses and themachines they are assigned to.

4. Click on the required Licenses that needs to be revoked and click Revoke in the rightside pane.

5. Click Revoke on the confirmation dialogue box.

TIP The Revoked key will remain in the license list. It can be assigned to another machine

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or device.

17.3 Configuring the Desktop and Server console

Starting the Desktop or Web User Interface To start the Desktop or Web User Interface: 

1. Double-click the Acronis Backup 12.5 icon on the Windows desktop or notification area 

Or,

Choose Start > Acronis > Acronis > Acronis Backup.

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MOVING BETWEEN PHYSICAL NODE ANDVIRTUAL NODE

18.1 Converting a physical node to virtual node using virtualappliance

1. Log on to the EBR Manager node. 

2. Launch Acronis Backup 12.5

3. At the left pane of the Acronis Backup home page, click Devices > All machines

The All machines page appears.

4. Select the respective physical machine that needs to be converted to VM. 

5. Click Backup from the options window pane for the selected machine.

Click Add Backup Plan.

Choose a backup plan page appears.

6. Click Create new

The New backup plan page appears.

7. Provide all the mandatory backup plan details.

Click on Convert to VM. By default, this option is disabled.

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Convert to VM window appears.

8. Click on Conversion and enable it to ON. By default, this option will be in OFF stage.

9. Select VMware ESXI

10. Click on host.

The Select target host page appears.

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11. Specify the host 

Enter the machine name and Click OK

12. Convert to VM page appears.

You can edit/modify the settings.

13. Click Done.

Note: Make sure that the latest VMware tool is installed.

18.2 Virtual to physical

ATTENTIONDuring a restore, the changes made to the system since the last backup is lost.

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Universal restore of Windows 10 nodes is supported from EBR R501.2 (Acronis version 8560).

Prerequisite

You must have backups of virtual machine in storage node.

Starting up

ATTENTION The boot sequence must be set to CD/DVD Drive in BIOS before inserting theCD/DVD.

1. Insert the EBR R501 recovery media into the CD/DVD Drive.

2. Start from the CD/DVD drive.

The Starting Acronis Loader message appears.

3. On the Acronis Rescue Media screen, click one of the following options: 

a. Acronis Universal Restore

b. Acronis Backup (64-bit with UEFI support)

c. Continue OS booting

4. a) Click Acronis Backup (64-bit with UEFI support) The Acronis Bootable Agent screenappears.

TIP Wait for a few minutes before the Acronis recovery media is loaded.

Configuring the Network

TIPYou must configure the network only if you are restoring an image that is on the sharednetwork.

If you are not restoring an image on the network, go to step 7.

5. Click the Configure network button.

The Network Settings dialog box appears.

6. Enter the following network settings for the target computer:

l IP Address

l Subnet mask

l Default Gateways

TIP The appropriate network settings are available from your System Administrator.

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7. Click OK

The Acronis Bootable Agent screen appears.

8. Click Manage this machine locally.

ATTENTIONAfter Step 7, Remove the EBR Recovery media CD and insert 

The Initialization Media CD.

Use the Initialization Media version that you received with the computeron which you are restoring the image. 

For example, if it is Experion version R501, use Initialization MediaR201.1 Use Initialization Media released with Experion PKS R430.

After Step 7, Remove the EBR Recovery media CD and insert 

NOTEPlease copy following folder from init media R201.1 “\PACKAGES\EBR

DRIVERS\” and “\PACKAGES\EBR DRIVERS\Drivers” in an USB, andinstall the drivers using USB providing (adding) the above location viaApply universal restore.

9. On the home page, under Actions, click Recover. The Recover data page appears.

What to recover

10. For Select Data option, click Required. The Data to recover selection dialog boxappears.

11. Perform one of the following actions:

l In the Data Path box, type the location of the backup that contains the data youwant to recover.

Or

l Browse through the folder tree and select the backup that contains the data youwant to recover.

12. Click OK

13. In the Backup contents list, click one of the following:

l Volumes

l Disks

l Files

If you have selected Volume, then continue with Step 13. If you have selected Disk, then go to Step 14.

For Volume

TIP If recovering a System volume, recover the MBR along with the system volume bootable

14. Click Required, and select the required physical volumes to recover.

For Disks

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15. Click Required, and select the required physical disk to recover.

Where to recover

16. The data you want to recover and the selected disks/files appear under Where torecover.

Click Required, and choose an appropriate destination for the recovered data.

TIP Ensure that the NT Signature option is set to Select automatically.

NOTEIf the operating system is installed using Experion Initialization mediathen the System Reserved partition may not exist.

If the operating system is installed directly from the media provided byMicrosoft, then the System Reserved partition may be present.

TIP Ensure that the Acronis Active Restore option is set to Default.[No]

17. Click Ok.

Universal restore for Windows

ATTENTION You must use the Universal Restore feature only for restoring dissimilar hardware.

18. In the Universal Restore list, select any one of the following:

n Do not use

n Use

l Select Do not use if:

− The restore destination is the same node.

Or

− The restore destination is a similar node.

l Select Use if the restore destination is a dissimilar node.

If you click Use, you must configure settings for Universal Restore.

To configure settings for Universal Restore, perform the following steps:

1. Under Automatic driver search, in the Search removable media list, click On.

2. Click Add Folder.

The Folder for Search Selection dialog box appears.

3. Browse through the folder tree and then select the CD/DVD drive to search for missing drivers.

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NOTE

Required drivers are located on the Initialization Media. 

Please copy following folder from init media R201.1 “\PACKAGES\EBR DRIVERS\” and“\PACKAGES\EBR DRIVERS\Drivers” in an USB, and install the drivers using USB providing(adding) the above location via Apply universal restore.

4. Click OK.

NOTEYou can add multiple folders by clicking Add folder.

If you are restoring EPKS R400.x backup image on to Dell R7610, then add the folder on theexternal storage device at which you had copied

“DVD:\PACKAGES\EBR DRIVERS\R7610\32” contents

19. After recovery completes, the Succeeded message appears. Click Close.

NOTENote: Universal Restore operation on few of the platforms may complete with “Succeeded withWarnings” status. This message can be safely ignored.

20. Click the Close button on the upper-right corner of the window to return to the Acronis BootableAgent window.

21. Click Reboot. 

TIP If the reboot does not happen automatically, reboot the system manually.

22. Log on to the computer using appropriate credentials. The device driver software installation begins.

NOTEIf you have restored EPKS R400.x backup image on to Dell R7610, then perform the belowmentioned additional steps 

1. Go to Device Manager

2. Select SAS Controller->Properties->Update Driver

3. Browse to folder on the external storage device at which you had copied“DVD:\PACKAGES\EBR DRIVERS\R7610\32” contents.

23. After the installation, the system prompts for restart.

Click Restart Now.

ATTENTION This is a mandatory step applicable for Universal restore only.

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EBR R501.X TO 501.3 UPGRADE

NOTEUpgrade from R431 to R501.3 is not supported. To upgrade from R431 to R501.2 orR501.2HF1, refer and follow the steps mentioned in R501.2 User guide and then follow chapter19 of this document to upgrade to R501.3.

19.1 To upgrade EBR from R501.x to R501.3

1. Insert the EBR Installation DVD into the DVD drive. The AutoPlay dialog box appears.

2. Double-click Open Folder to view files.

NOTE

If the AutoPlay dialog box does not appear, right-click the DVD/CD drive and thenselect Open. 

Or

Open Windows Explorer, and then navigate to the DVD drive

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3. Right-click Setup.exe, and select Run as administrator from the dropdown list.

The User Account Control dialog box appears.

4. Click Yes.

The Honeywell Experion Backup and Restore window appears.

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5. Click Next.

The License Agreement dialog box appears.

6. Read the license agreement, select I accept the terms in the License agreement, and click Next.

The License Information dialog box appears.

7. Type the system number in in the System Number field.

8. Type authorization number in the Authorization Field.

NOTEThe System Number and Authorization Number are available from the LicenseAuthorization of Honeywell. This information determines which software packages you

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are authorized to install.

9. Click Next.

The Features and Options Selection dialog box appears.

10. Select Acronis Backup 12.5 and EBR Scripts, and click Next. The Summary dialog box appears. Click Install.

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11. The wizard installs Acronis Backup 12.5.

NOTE The checkbox on left-hand column displays the status of completion after each componentinstallation.

12. If Acronis is earlier installed, click Update.

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Acronis Backup screen appears.

13. Provide the username and password credentials.  Click done.

14. Click Restart.

After the installation is complete, message appears.

15. Click Close.

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19.2 To validate the installation

Perform the following steps to validate the installation on the node.

1. Launch Acronis Backup & Recovery 12.5.

2. Click Help icon at the top right corner.

Result: The About page appears. The version on the node should be Build 12.5.14330.

19.3 Post installation tasks

Perform the following steps after the installation:

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1. Launch Acronis Backup & Recovery 12.5.

2. On the left pane, under Settings, click Agents.

3. Select the Hostname and double-click on Agent version.

4. On the right pane, select the Hostname and click Upgrade agent.

The Specify credentials dialog box appears.

5. Type the credentials and click OK.

6. After the installation is complete, Agent version displays the latest version.

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7. On the left pane, under Plans, click Backup.

8. On the right pane, click Enable.

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SECURITY

20.1 Security Recommendations

n Honeywell recommends encrypting all backups using AES-Advanced

Encryption Standard, especially if they are stored offsite. For example, in the cloud.

n There is no way to recover encrypted backups if you lose or forget the password.

n After a backup plan is applied, the encryption settings cannot be modified.

n For securing the data, Honeywell recommends AES-256 encryption.

n The default link between the Web browser and the Acronis Management Server works throughstandard HTTP connection and is vulnerable to an attack.

n To secure this communication channel, Honeywell recommends enabling SSL encryption andforcing HTTPS in the Web interface.

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TROUBLESHOOTING

21.1 Manually Applying license to the virtual appliance

1. Connect to the management server. 

NOTE For more information about connecting to the management server, see Adding computersto the management server.

1. From the Navigation pane, click Machines with agents and select All machines withagents. The All machines with agents page appears.

2. From the toolbar, click Actions and select Change license server. The Change licenseserver dialog box appears.

3. In the Machine field, provide the IP of the machine where the license server has beeninstalled and then click OK.

4. In the All machines with agents page, select the virtual appliance to which the licenseneeds to be applied. The < name of the selected virtual appliance> actions buttonappears in the toolbar.

5. Click the button with the name of the selected virtual appliance and the suffix actions,and then select Change license. The Licenses dialog box appears.

6. In the License for backup of disks/files field, click Specify. The License change for <IPaddress of ESX(i) host> dialog box appears.

7. From the Available licenses: list, select Acronis Backup 12.5 Virtual Edition forVMware vSphere and then click OK. The Licenses dialog box appears.

8. Click Close.

To verify the application of license

9. From the Navigation pane, click Licenses. The License server on <machine IP whereserver is installed> page appears.

10. Expand the Acronis Backup 12.5  Virtual Edition for VMware vSphere list.

11. Verify that the required host machine has been assigned a license.

21.2 Manually removing virtual appliance from vCenter

Prerequisites

Log on to the vCenter host with the administrative privileges from the vSphere client.

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1. In the left pane of the vSphere home page, select the required virtual appliance to bedeleted.

Note: The name format is AcronisESXAppliance[N] where N is the numberassigned to the virtual appliance.

2. Right-click, select Power and then Power Off the virtual appliance.

TIP In the recent tasks section, check for the progress of the Powering off ofthe appliance.

3. After the virtual appliance is powered off, right click the virtual appliance again andselect Delete from Disk and then Click OK.

21.3 Uninstalling the R501 version of EBR Manager, Server, andDesktop software packages

About this section

This section describes the procedure to uninstall R501 version of EBR Manager, Server, and Desktopsoftware packages. The procedure for uninstallation is the same for the EBR manager, Server anddesktop software packages. 

Uninstalling Acronis Backup 12.5  

1. Click Start > Settings > System > Apps & Features.  Click and uninstall AcronisBackup.

2. Select “Remove the logs and configuration settings” if they are to be removed too.

3. Click Uninstall.

21.4 Network Adapters are not shown in Network ConnectionsFolder

After you perform Universal restore of Windows node, network adapters might not be shown inNetwork Connections Folder.

ATTENTION Backup the registry before performing this operation.

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Follow the below steps to bring back the network adapters for Windows: 

1. Type regedit in RUN or Start search box and press Enter.  The Registry Editor window appears.

2. To Clean up registry: 

Delete the Network Cards at the below location:

HKEY_LOCAL_MACHINE\SOFTWARE\Microsoft\Windows

NT\CurrentVersion\NetworkCards

3. Then Delete the Config Key at the below location:

HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Control\Network

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4. Then Delete the Interfaces and Adapters at the below location:

HKEY_LOCAL_MACHINE\SYSTEM\CurrentControlSet\Services\Tcpip\Paramete

5. Once the above steps are completed, run the below commands via administrator login to commandprompt:

n netsh int ip reset 

n netsh winsock reset catalog

n netsh int tcp reset

6. Reboot the system and follow the below steps:

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Chapter 21 - Troubleshooting

a. Remove the NIC Drivers from the Add/Remove Programs (appwiz.cpl)

b. Once completed, remove the Driver from the NIC in the Device Manager Console.

(If you see – “Delete the Driver software for this device”, put a check mark on it.)

c. Now, reboot the Server and wait for 5minutes to see if NIC cards are visible. If not visible,then follow the next step.

d. Install the Driver from the Source.

7. Later Uninstall the Honeywell FTE MUX if NIC cards are still attach to it (from NIC cards as well asappwiz.cpl) and Install the Honeywell FTE MUX. For more information on installing FTE MUX, referInstalling FTE MUX adapter after Restore section.

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APPENDIX A: INSTALLING FTE MUXADAPTER

22.1 Installing FTE MUX adapter after Restore

Installing the FTE MUX adapter on a Embedded Microsoft Windows 10 Enterprise and EmbeddedMicrosoft Windows Server 2016 Standard computer.

NOTEFor EHG node, ensure that heights MAC address network adapter is not used for FTE. 

1. Log on with local account which has local administrator and product administrator privileges.

2. Click Start > Windows System > Control Panel > Network and Internet. The Network andInternet page appears.

3. Click Network and Sharing Center. The Network and Sharing page appears.

4. In the left pane click Change adapter settings.

5. Perform one of the following actions:

n For Embedded Microsoft Windows Server 2016 Standard, select Manage networkConnections.

n For Embedded Microsoft Windows 10 Enterprise , select Change Adapter Settings.

The Verify Networks Connection window appears.

ATTENTIONAfter Universal restore, Honeywell FTE Adapter may not be present. So FTE adaptershould be installed.

6. Right-click FTE Yellow and select Properties. The FTE Yellow Properties dialog box appears.

TIP If the User Account Control message appears, click Continue.

7. Select Honeywell FTE Mux-IM Protocol Driver. Click Uninstall.

8. Reboot the machine.

9. Repeat steps 1 to 4.

10. Select Internet Protocol Version 4 (TCP/IPv4) and then click Properties.

The Internet Protocol Version 4 (TCP/IPv4) properties dialog box appears.

11. Type the required details and then click OK. 

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12. Click Install. The Select Network Feature Type dialog box appears.

13. Select Protocol and click Add.

The Select Network Protocol window appears.

14. Under Manufacturer, click Honeywell. The Select Network Protocol dialog box appears.

15. Under Network Protocol, select Honeywell FTE Mux-IM Protocol Driver and then click OK.

16. After the installation is complete, reboot the machine.

17. Repeat steps 1 to 4.

18. Select Honeywell FTE Mux-IM Protocol Driver and then click Properties.

19. The Honeywell FTE Mux-IM Protocol Driver Properties page appears.

20. Click the Configure tab, type the required Device Index and IPMC Destination Address and thenclick OK.

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APPENDIX B: INITIALIZATION MEDIAVERSIONS

23.1 Initialization Media versions and their corresponding productreleases

The following table shows Initialization Media versions with their corresponding Experion PKSreleases:

Initialization Media version Experion PKS release

EXPPlus 201.x or later R501

EXPPlus 200.2 or later R500

EXPPlus 126.x or later R41x and R43x

EXPPlus 210.x or later R510

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APPENDIX C: CONFIGURING ANDCONNECTING BACKUP DEVICES

24.1 About this chapter

These chapter guides you through installing and configuring a Network Attached Storage (NAS) thatwill be used to store backups.

Prerequisites

You must

n Have a NAS device with sufficient space to store backups.

n Have allocated one or more IP addresses on the Management Network for the NAS device.

n Have network switch ports available to connect the NAS to the management network.

n Have DNS and WINS information for the system.

n Have an IP Address for a Domain controller or a time source to be used for timesynchronization.

n Have available and enabled ports on the management switch (a free port on eachmanagement switch if using redundant Level 2.5 switches as part of the ManagementNetwork).

n Have established a naming convention for the NAS device, for example:o − BackupScope = System, L3, L2, Cluster

o − NAS Device Name = BackupScope_NAS01

24.2 Setting up the NAS hardware

Setting up the NAS hardware for Dell NX-400 or Dell NX-430 or Dell NX-440 The NAS device comeswith preconfigured disk alignment which has 3 different drives (C drive, D drive and E drive). If youwant to merge the drive space available on D drive and E drive for better management of availabledrive space, then perform the following procedure to merge D drive and E drive (Note: C drive is theoperating system drive).

1. Launch the Server Manager window from left corner of system tray. 

2. Click Tools in the upper-right corner of the Server Manager window.

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3. Select Computer Management from the drop-down list.  Computer Managementwindow appears.

4. Double-click on Disk management under storage. Disk type of Disk 0 and Disk 1appear as “Static”.

5. Right-click on Disk 0 and then select covert to dynamic disk.

6. Restart the system and then open the computer management window again byfollowing the procedure as described earlier.

7. Right-click on Drive D and then select delete volume.

8. Right-click on Drive E and then select delete volume.

Note: It is assumed that both the drives are empty and that all content is on theoperating system partition, which is C drive. 

Result: Both partitions should now appear as unallocated space.

9. Right-click on Drive E of Disk1 and select New Spanned volumes.

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10. Add the unallocated space from what was in the D drive.

11. After the operation is completed, one volume letter (for example, G:) appears thatspans across multiple partitions.

Note: Disk 0 and Disk 1 can be converted to dynamic disk by performing thisoperation.

NOTE The procedures mentioned in sections 24.3 to 24.10 are not applicable for Dell EMCNX400/NX430 and NX440 NAS.

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24.3 Configuring the physical client to access the subnet of the NASdevice

Configuring the physical client to access the subnet of the NAS device

1. Log on to the physical client node connected to the management network.

ATTENTION

The client node must be connected to the same switch as the NAS device.

2. Write down the IP address of the client node.

3. Using the Network Connection Properties dialog box, change the IP address of the client node tothe value captured for the NAS hardware, but add 2 to the final value. 

For example, if the NAS IP address is 169.254.10.10, use 169.254.10.12 for the client node.

4. A warning about the default gateway appears.

5. Click Yes to save the configuration.

24.4 Connecting to the NAS device and configuring DNS, WINS, andbonding mode

Connecting to the NAS device and configuring DNS, WINS, and bondingmode

Step Action

1. On the physical client node, open Internet Explorer and navigate to the NAS IPaddress. The Management Console for the Iomega StorCenter appears.

2. Click Network in the left hand pane.

3. Click Network in the main display. The Change Network Settings page appears.

4. Click Modify network settings. The Network Settings dialog appears.

5. Clear the Automatically configure DNS, WINS and all IP addresses check box.

6. Type IP address values in the DNS Servers and WINS Servers boxes.

7. Select Adaptive Load Balance in the Bonding Mode list.

8. Click Apply.

9. Click Yes when prompted to continue the connection.

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24.5 Configuring networking properties

1. From the Change Network Settings page of the Management Console, expand thedetails for the first interface in the Network Interface column.

2. Clear the Automatically acquire network address check box.

3. Type values for the IP Address, Subnet Mask, and Gateway for the managementnetwork in the boxes provided.

4. In the Jumbo Frames list, select None.

5. Click Apply.

6. Click Yes when prompted to continue the connection. 

The new IP address appears in the NAS display. The NAS is now in themanagement network, and it is no longer connected to the physical client. Younow need to change the IP Address for the Physical Client back to themanagement network so that you can reconnect to the NAS.

24.6 Configuring the physical client to access the managementsubnet

To configure the physical client to access the management subnet:

Step Action

1. From the Network Connection Properties dialog box, change the IP Address back to itsoriginal address as mentioned in step 2 of "procedure for configuring Physical Client toaccess the subnet of the NAS device".

2. On the physical client node, open Internet Explorer and navigate to the NAS IPaddress. The Management Console appears.

3. If you have a second NIC connected to the Management switch, complete the nextprocedure. Otherwise, move ahead to procedure for Identifying the NAS Devices.

24.7 Bonding the network interfaces to support load balancing

Bonding is similar to the VMWare concept of "NIC Teaming" in that it configures or bonds two NICs sothey provide redundancy with the option of distributing or balancing a load. Iomega’s bonding has threemodes:

n Adaptive load balance - no switch configuration required

n Link aggregation - switch configuration required

n Failover only - redundancy without load balancing

Bonding was previously configured with the DNS and WINS settings and is only useful when bothnetwork interfaces are connected to the management network.

To bond the network interfaces to support load balancing:

1. From the Management Console, click Network in the left hand pane.

2. Click Network in the main display.

The Network Configuration dialog appears.

3. Expand the first interface in the Network Interface column and expand Bond NetworkInterface.

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4. In the Bonded column, select the check box for the second NIC.

5. Click Apply.

6. Click OK when prompted that both NICs were configured on the same subnet.

7. Click Yes when prompted to continue the connection.

24.8 Identifying NAS devices

This procedure gives the NAS device a network name and a descriptive name. The defaultconfiguration of the NAS device has it in a workgroup, which has the following advantages:

n It allows you to create and manage user accounts locally.

n By using local accounts you will avoid connection issues encountered with Windows Domainaccounts when a domain controller is unavailable.

To identify NAS devices:

1. From the Management Console, click Network in the left hand pane.

2. Click Device Identification in the main display.

3. In the Device Name box, type a name for the NAS device that identifies the scope of thesystem for which it holds the backup. For example,

Scope_NAS01, where SCOPE could be System, Level3.5, Level3, Level2, orCluster.

4. Click Apply.

5. Click Yes when prompted to continue the connection.

24.9 Adding the NAS device to the DNS server

Adding the name and IP address of the NAS device to your DNS server makes it accessible by bothmethods.

To add the NAS device to the DNS server:

1. Using the NAS device name and its IP address, create a new ‘HOST A’ record in yourDNS server.

The domain name server (DNS) must contain the name of the NAS.

2. Manually add the device name to the DNS server, by adding a ‘Host A’ record to theappropriate Forward Lookup zone.

24.10 Enabling security

Enabling security on the NAS device defines the account and password required for NASadministration. It also allows the NAS administrator to create user accounts to restrict access to shares.

To enable security:

1. From the Management Console, click System in the left hand pane.

2. Click Security in the main display.

3. Click On.

The Enable Security dialog box appears.

4. Type a Username and Password in the boxes provided.

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These will be used to administer the NAS device. Record them for future reference.

5. Select the Encrypt network communication using SSL check box if it applies to yournetwork.

6. Click Apply.

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APPENDIX D: RE-ADDING BACK THERESTORED NODE TO DOMAIN

If the cluster is in domain environment, and if you restore the EBR backed up image to the node whichis added to domain, then perform the following steps:

1. Re-add the restored node to the workgroup.

2. Reboot the node.

3. Add the rebooted node to the domain.

4. Run Link Domain Groups.

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APPENDIX E: REMOVING PHANTOM FTEDEVICES

You must perform this task on all nodes (Server B, Flex, Console, and Sever A).

Devices installed on the computer and later removed, sometimes remain as a configured device in theregistry. For example, an on-board Network Interface Card (NIC) that was once used on the computermay still exist in the registry even though it is removed and disabled in the BIOS, to allow theinstallation of a dual NIC adapter for FTE support.

The Add/Remove Hardware utility retains the removed device configuration in the

Windows registry and so the FTE service binds to this phantom or removed device. For

Experion migration and installation, this presents a problem for the FTE service. To avoid any probableissue due to phantom devices, perform the following procedure to remove these phantom devices fromthe computer.

ATTENTIONRecord device index, multicast address, and so on before performing the procedure to removethe phantom devices.

26.1 To verify a phantom FTE device

Perform the following steps:

1. Choose Start > Run and in the Run dialog box, type cmd.

2. On the Command Prompt type: set devmgr_show_nonpresent_devices=1 and pressENTER.

3. Type start devmgmt.mscand press ENTER.

4. From the Device Manager, choose View > Show hidden devices.

5. Expand Network adapters tree.

26.2 To remove a phantom FTE device

Perform the following steps:

1. Choose Start > Settings > Control Panel > Network Connections. The NetworkConnections dialog box is displayed.

2. Right-click Yellow Ethernet adapter and select Properties.

3. Select Honeywell Fault Tolerant Ethernet Service.

4. Click Uninstall. If a confirmation message appears as following, click Yes.

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5. If you are prompted to restart the computer, click No.

6. Click Close and then No to restart the computer.

7. To remove the phantom FTE device perform the steps mentioned in “To verify aphantom FTE device” procedure.

8. Right-click a non-present device and then click uninstall. Following confirmationmessage is displayed.

9. Click OK to confirm the removal of the device.

10. Ensure that you restart the computer.

11. Log on as Administrator to reinstall FTE Driver service on the network adapter.

12. Select My Network Properties and right-click the Yellow Ethernet adapter and selectproperties.

13. In the Yellow Adapter Properties dialog box, select Install.

14. In the Network Component Types, select Service and select Add.

15. Click Network Service and then click Have disk

16. Install from Disk and click Browse.

Locate file at C:\Program Files\Honeywell\FTE_Driver.

17. Click Open.

18. Install from Disk, and click OK.

19. Select Network Service. Select Honeywell Fault Tolerant Ethernet.

20. Click OK.

21. On the Yellow Adapter Properties dialog box, select Honeywell Fault TolerantEthernet Service and then select Properties.

22. Select the Yellow and Green adapter check boxes. Enter or verify the correct deviceindex, Multicast address, and other settings.

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Chapter 26 - Appendix E: Removing Phantom FTE devices

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Chapter 26 - Appendix E: Removing Phantom FTE devices

23. Click OK.

24. Return to the Yellow Adapter Properties dialog box.

25. Click Close.

26. Restart the system.

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NoticesTrademarks

Experion®, PlantScape®, SafeBrowse®, TotalPlant®, ControlEdge™, and TDC 3000® are registeredtrademarks of Honeywell International, Inc.

OneWireless™ is a trademark of Honeywell International, Inc.

Other trademarksMicrosoft and SQL Server are either registered trademarks or trademarks of Microsoft Corporation in theUnited States and/or other countries.

Trademarks that appear in this document are used only to the benefit of the trademark owner, with nointention of trademark infringement.

Third-party licensesThis product may contain or be derived from materials, including software, of third parties. The thirdparty materials may be subject to licenses, notices, restrictions and obligations imposed by the licensor.The licenses, notices, restrictions and obligations, if any, may be found in the materials accompanyingthe product, in the documents or files accompanying such third party materials, in a file named third_party_licenses on the media containing the product, or athttp://www.honeywell.com/ps/thirdpartylicenses.

Documentation feedbackYou can find the most up-to-date documents on the Honeywell Process Solutions support website at:

l http://www.honeywellprocess.com/support

If you have comments about Honeywell Process Solutions documentation, send your feedback to:

l [email protected]

Use this email address to provide feedback, or to report errors and omissions in the documentation. Forimmediate help with a technical problem, contact your local Honeywell Process Solutions CustomerContact Center (CCC) or Honeywell Technical Assistance Center (TAC).

How to report a security vulnerabilityFor the purpose of submission, a security vulnerability is defined as a software defect or weakness thatcan be exploited to reduce the operational or security capabilities of the software.

Honeywell investigates all reports of security vulnerabilities affecting Honeywell products and services.

To report a potential security vulnerability against any Honeywell product, please follow the instructionsat:

https://www.honeywell.com/product-security

SupportFor support, contact your local Honeywell Process Solutions Customer Contact Center (CCC). To findyour local CCC visit the website, https://www.honeywellprocess.com/en-US/contact-us/customer-support-contacts/Pages/default.aspx.

Training classesHoneywell holds technical training classes about Experion PKS. These classes are taught by experts inthe field of process control systems. For more information about these classes, contact your Honeywellrepresentative, or see http://www.automationcollege.com.

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