First-time Deployment
Deploy OT Connect for the First Time
Before You Begin
The following table outlines the steps that you must complete to deploy and configure this module for the first time. These instructions assume that you have completed the steps for deploying the basic system architecture.
These tasks may be completed by multiple people in your organization. We recommend, however, that the tasks be completed in the order in which they are listed.
Results
| Step | Task | Notes |
|---|---|---|
| 1 | Ensure that your OT Connect Process Data Server and process historian are configured according to the OT Connect System Requirements. | This step is required. |
| 2 | On the OT Connect Process Data Server, Install OT Connect Adapter Service. | This step is required. The OPC Server must be on the same machine as the OT Connect Adapter Service. You must provide a unique name for each OT Connect Adapter Service on an OT Connect Process Data Server. |
| 3 | On the OT Connect Process Data Server, Configure OT Connect Adapter Service to update the OT Connect Adapter Service configuration file to include the required properties. | This step is required. The configuration file for an OT Connect Adapter Service is located in C:\Program Files\Meridium\OTConnect\Adapters\{name}\appsettings.json. |
| 4 | On the OT Connect Process Data Server, start the OT Connect Adapter Service. | This step is required. When you start the service, the OT Connect Adapter Service attempts to connect and logs any errors. The log file for this service is located in C:\Program Files\Meridium\OTConnect\Adapters\{name}\Logs. |
| 5 | On the APM server, verify the Message Bus Settings. | |
| 6 | On the APM server, Install OT Connect Conductor Service. | This step is required. Note: The Conductor does not require any additional configuration. |
| 7 | On the APM server, start or restart the OT Connect Conductor Service. | This step is required. You may review the log files for this service at |
| 8 | In APM, Assign Security Users to one or more of the Security Groups and Roles. | This step is required. |
| 9 | In APM, Create an OT Source to the OPC-compliant system from which you want to retrieve data. | This step is required. |
| 10 | In APM, Check Source Connection to verify the status of the configured OT Source. | This step is required. The status includes Connection Status to all the required components for the OT Source Connection Status. If the status returns with errors, follow <OT Connect Troubleshooting Guide> for help. |
| 11 | In APM, Manually trigger a Tag Synchronization for the OT Source. | This step is required. You can monitor the status of the Source Tag Synchronization Connection Status. |
| 12 | In APM, Visualize a Trend Chart for a desired Source Tag. | This step is optional. |
| 13 | Complete desired content commissioning as necessary to manage the Source Tags imported into APM. For example, create Health Indicators through the OT AHI Connector page, or attach Source Tags to Policy Instances through Policy Designer. For more information, refer to the respective documentation. | This step is optional. |