Small system installation steps

Installation notes

• InTouch HMI is installed as part of the AVEVA System Platform installation package.

• You can select a product-based or a role-based installation for your computer.

  Product-based installation provides a combination of features not specific to a node. This is the preferred installation type for a stand-alone product installation.

  Role-based installation provides a combination of features specific to a node. If you are uncertain about the specific products or components you need, but you know what role your computer will play, you can opt for a role-based installation.

• Prerequisites are installed as part of product installation.

• You might see a Workspace feature notification for the InTouch HMI and also for the OMI web client.

  The AVEVA Historian search and elastic search features are installed to support the Workspace feature for the Operations Management Interface (OMI) and InTouch HMI web clients. Workspace is available if you are using Flex licensing. Therefore, after installation, you may see AVEVA Historian listed as a Windows program, even if you did not install the Historian. Do not uninstall Historian. You can use the Modify workflow to restore the Historian search and elastic search features if you inadvertently uninstalled Historian.

To install InTouch HMI

1. Extract the SP2023R2.ZIP or SP2023 R2 SP1.ZIP archive downloaded from the AVEVA company website. Run setup.exe.

   • If the operating system is not supported, you are blocked from continuing. A 64-bit operating system is required. For additional information about supported operating systems, see Operating System environment.

   • If the operating system is supported, basic installation requirements are checked. .NET Framework 4.8 is installed if it or a later version is not already present.

     Note: You are prompted to restart your computer after the .NET Framework is installed. You may need to manually restart the setup program post restart.

2. The next dialog asks that you manually confirm your operating system compatibility with System Platform.

   Note: This compatibility check helps to ensure that installation is not blocked for compatible Windows versions released after the System Platform release, under Microsoft's Long-Term Servicing Channel (LTSC) and Semi-Annual Channel (SAC).

   

3. The select installation mode dialog next appears. For this small system installation, select the Product Based Selection option. The following describes the installation types:

   • Product-based installation provides a combination of features not specific to a node. This is the preferred installation type for a stand-alone product installation.

     If you select the Product Based Selection option, the product based installation dialog box appears. Select the product(s) you want to install on the node.

   • Role-based installation provides a combination of features specific to a node. If you are uncertain about the specific products or components you need, but you know what role your computer will play, you can opt for a role-based installation. The System Platform installation program will install all components required for the roles that you have selected. For a medium or large system, we recommend that you define the node you are installing and select the appropriate role before starting the installation program.

   If you choose InTouch Run Time Only, the following will be installed:

   • InTouch Run Time

   • InTouch documentation

   • Alarm DB Logger

   • OI Gateway (as a silent installation)

   • Application Server Bootstrap

   • InTouch Supplemental Components: InTouch Recipe Manager, InTouch SQL Access, and Symbol Factory

     Note: The 16 PenTrend supplementary component is not installed by default. You must select the Customize Installation option and select InTouch 16 PenTrend from the product list to install it as part of the InTouch HMI installation procedure.

   • AVEVA Enterprise Licensing Platform

   • InTouch Web Client

   • AVEVA System Monitor - Sentinel Agent

   • ASB Runtime Components

   If you choose InTouch Development and Run Time, the following will be installed:

   • All items listed under InTouch Run Time Only.

   • InTouch Development

   • ASB Service Repository

   • InTouch demo applications

4. The product selection dialog appears. You can select multiple products or roles. All the selected components will be installed together.

   1. Select the InTouch HMI components.

   

   1. Select a communication driver. For this small size, standalone system, select Internal - SIM.

      

   2. Scroll and select the Enterprise Licensing components.

5. Click Next to proceed. The verify selection dialog appears. To make changes to your selections or to the installation directory, select the Customize Installation check box. The installer will return to the product selection dialog.

   To proceed with your selections without making any further changes, click Next.

   

6. Select the language for your InTouch HMI installation from the the language selection dialog. The InTouch language versions are supported only for the matching operating system language. For example, the German version of the InTouch HMI is only supported on the German operating system. InTouch HMI language options are:

   • English

   • French

   • German

   • Japanese

   • Simplified Chinese

7. Click Next. The End User License Agreement dialog appears.

   Review the license agreement. Click I have read and accept the terms of the license agreement(s), and then click Agree.

8. If the products or roles you selected require it, the Off Node Communications (Network Account) dialog appears.

   Note: If a Network Account for off-node communications is NOT required (for example, if you are only installing Historian Client), you will be prompted to click Install. If this is the case, skip to step 9.

   

   1. Specify a new or pre-existing Network Account for off-node communications. This account is used for encrypted communication between different System Platform nodes and software components.

      Network Accounts must meet the following requirements:

      • The account must have a permanent password that does not expire.

      • The account must have a password that cannot be changed.

   2. To select an existing account, clear the Create Local Account check box. When you clear the check box, the Domain/Local Machine text box displays the default domain name. Specify a different domain/local machine name if necessary. Then, enter the user name and password for the existing Network Account. Click Next to complete the Network Account setup.

   3. To create a new account, click the Create Local Account check box if not already selected. By default, the Domain/Local Machine box displays your computer name. Then, enter a user name and password.

   Note: If necessary, you can change the Network Account credentials through the Change Network Account utility. The Start Menu includes a shortcut to the utility. It is listed under the AVEVA folder.

9. If the products or roles you selected require Microsoft SQL Server, and a supported version of SQL Server is not already installed, you will be prompted to select either:

   • Install SQL Server Express and continue installation. If you select this option, SQL Server Express is installed and then System Platform installation proceeds automatically.

     Caution: If you select SQL Server Express, System Platform will automatically grant you (the logged in user) SQL sysadmin privileges. This level of access is required to proceed with SQL Server Express installation. You will retain sysadmin privileges even after installation. If you need to remove sysadmin privileges from the logged in account, be sure to create a sysadmin account first.

   • Exit installation and install a supported SQL Server version. If you select this option, the System Platform installer exits. Manually install SQL Server, and then restart the System Platform installer.

     System Platform for medium and large installations includes a separate DVD with a full version of SQL Server Standard. However, you can install any supported version of SQL Server. See Database environment.

10. A list dialog displays missing prerequisite components, if any, and the InTouch and System Platform products to be installed.

    Note: Any prerequisites required for the products selected for installation will be listed above the list of products and components. The prerequisites will be installed first, and the product and components will be installed immediately after installation of the prerequisites has finished. If you elected to install SQL Server Express, it will be installed along with any other prerequisites.

    Click Install to proceed.

11. After the installation is complete, the dialog to begin configuration appears.

    Select Configure to continue. See 3. Customize your InTouch installation to complete installation and configuration.