Install VirtualBox and configure the virtual machine

This procedure describes how to install the VirtualBox environment and instantiate the virtual DeltaV machine.

  1. Download and save the required VirtualBox files.
    Any additional licensing required by VirtualBox is the responsibility of the end user.
    There are three key files which will need to be downloaded to the laptop.

    Always read the VirtualBox instructions and release notes when downloading their files. it is usual to expect to keep both the VirtualBox Windows Host software version and the Extension Pack version the same. Refer to the VirtualBox documentation for more information.

    By downloading files from VirtualBox, you are agreeing to the VirtualBox terms and conditions. Please read the user manual and any bulletins or release notes provided by VirtualBox before proceeding.

  2. Install the required files, in the following order:
    1. Double click VirtualBox Windows Hosts download file to install. Accept all default configurations. Various warnings display that pertain to changes to the computer and to the network. Accept these changes.
      Once installed, ensure the VirtualBox application is closed before proceeding to next step.
    2. Double click the VirtualBox Extension Pack. Accept all default configurations and warnings that appear.
    3. Double click the PKDVD OVA image. This imports the DeltaV PK image. Settings are dependent on the host computer.


      Important

      Make sure to check the box for Reinitialize the MAC address of all network cards.

    4. Make changes as needed. For example, you might want to change the name of the virtual machine, increase the RAM, or change the virtual disk image location to the match the new virtual machine name.
      Note

      Some of these settings are easy to change later (virtual machine name and RAM, for example) while others are more difficult (virtual disk image location and name). It is best to create the virtual machine with the settings you need instead of trying to change the settings later.

      Any location that you choose for the virtual disk image should have enough space to contain the files (80GB per virtual hard disk).

      Do not reduce the amount of RAM. The virtual PK Engineering Station will not function correctly with less than 8GB of RAM. Also, do not deselect the USB Controller or the Network Adapter.

    5. Click Import.

      It could take about 15 to 30 minutes to import.

  3. Configure the virtual machine - before running the virtual machine, the following changes should be made.
    1. Ensure the Ethernet port is recognized by the virtual machine.
      1. Identify your physical network adapters on your laptop.
        1. Open Control Panel → Network and Internet → Network Sharing Center → Change adapter settings.
        2. Disconnect a network cable (or connect a live network cable if no cables are currently connected). Watch for the red x next to the network adapter name (if you are disconnecting a cable, a red x appears. If connecting a cable, the red x disappears).
        3. Name the adapter something appropriate (for example, OfficeLAN, PKLAN, and so on).
        4. Note the manufacturer name
        5. If the network adapters all have the same manufacturer name (and version), note the Physical Address (also called the MAC address) of the card. (Right click, select Status, and click the Details button.)
      2. On the virtual machine's settings, configure the network adapters (two, one for the office network and one for the DeltaV PK controller network).
        1. Select the Cable Connected checkbox (under advanced settings) for both adapters.
        2. Note

          What you see for the network adapter (name, adapter type, and MAC address) varies based on the laptop/computer used.



          • Office LAN: Intel PRO/1000 MT Desktop (Bridged Adapter, Broadcom NetXtreme 57xx Gigabit Controller, typically the wireless adapter)
          • DeltaV PK controller is: Intel PRO/1000 MT Desktop (Bridged Adapter, ASIX AX88772 USB2.0 to Fast Ethernet Adapter, required to be an Ethernet adapter)
    2. Enable the USB port for the License key to be recognized.
      1. Insert the USB License key provided into any USB port.
      2. Go to the virtual machine's USB settings, to the right of the USB Device Filters list box, click the button that has a + in it.
      3. You should see a device with a name such as SafeNet, Inc Sentinel HL. Select it to add to the list box.
      Note

      In addition to the USB, the Ethernet and network adapters are be included in the list. Do not select those or any other option such as Bluetooth. The final configuration should look as follows:



      If your keyboard and mouse are attached through the USB port, you can enable the USB filters for those devices (although it may not be necessary). Experiment with how well the mouse and keyboard work for each setting. For example, enable the keyboard but not the mouse, start the virtual machine; and, see if the shortcut keys work, if the mouse is visible, and so on. Behavior can also be affected by the keyboard/mouse device driver or the device's settings (size of pointer, and so on).

    3. Prior to starting the virtual machine, disable the firewall on the host machine. This may require disabling the antivirus program.
  4. Run the virtual machine.
    1. Click Start to run the virtual machine.
      On the first run, the virtual machine takes awhile to start. Once running, it goes through the typical Windows setup.
    2. Click through all the Windows prompts and accept all default settings.
      The virtual machine reboots a few times during this process.
    3. Use the login credentials provided in this document. Login Credentials (Guest Operating System)
    4. When prompted, change the password for the Emerson account. Do not reuse the existing password.
    5. Apply your operating system licensing.
  5. Run DeltaV Workstation Configuration on the virtual machine.

    Workstation Configuration starts automatically when you first log in to the virtual machine after logging into the Windows operating system for the first time.

    1. Select the appropriate options on the dialogs (help for each dialog is available by clicking the Help button). Most of the settings can remain as they are without change.
    2. Change the Computer Name to something meaningful. This changes the operating system name of the machine and is what will display in DeltaV Explorer for this node. This does not affect the name of the virtual machine as seen in VirtualBox.
    3. After each reboot/restart, log in using the same administrator credentials.
    Note

    If using only one Ethernet network adapter, make sure to select Simplex in the network redundancy option (other settings remain as they are).

    Note

    Workstation Configuration can take some time. You must wait for it to complete before doing any other task.

  6. After Workstation Configuration completes, the computer restarts. Log in to Windows as the same administrator.
  7. You are prompted to log into the DeltaV desktop. Use the drop down list to select the same administrator account. Enter the password.
  8. Continue with setting up the Engineering Station, the DeltaV PK controller, the attached devices, the local panel HMI.