Installing Unified Metasys Server and SCT on Server OS - Metasys - LIT-12012162 - MS-ADS05U-0 - MS-ADX100SQL2-0 - MS-ADX100U-0 - MS-ADX10SQL-0 - MS-ADX10U-0 - MS-ADX25SQL-0 - MS-ADX25U-0 - MS-ADX50SQL-0 - MS-ADX50SQL2-0 - MS-ADX50U-0 - Server - Metasys Server - 11.0

Metasys Server Installation and Upgrade Instructions

Brand
Metasys
Product name
Metasys Server
Document type
Installation Guide
Document number
LIT-12012162
Version
11.0
Revision date
2021-07-02
Product status
Active
Language
English

Table 1. Supported Platforms Unified Metasys Server with SCT Server OS

Supported Operating System

Supported Database Options

Windows® Server® 2019 (version 1803 or later) (64-bit)

Windows® Server® 2016 with Update (KB4512495) (64-bit)

SQL Server® 2019 (64-bit)

SQL Server® 2017 with CU17 (64-bit)

SQL Server® 2016 with SP2 CU10 (64-bit)

SQL Server® 2014 with SP3 CU4 (64-bit)

Use the steps in the following table for installing and configuring the Metasys Server and SCT software on a computer with a server operating system.

Table 2. Installing Unified Metasys Server and SCT on Server OS

Step

Action

Reference or Additional Steps

1.

Verify that the computer intended for Metasys Server software is running one of the following supported Windows Server operating systems:
  • Windows® Server® 2019 (version 1803 or later) (64-bit)
  • Windows® Server® 2016 with Update (KB4512495) (64-bit)
Also run Windows Update to verify the operating system is up to date.
Open a command prompt window and run the command msinfo32. Verify the version against the following list:
  • Windows Server 2019: Version 10.0.118362

  • Windows Server 2016: Version 10.0.14393

Start Windows Update from the Search box and apply all required and recommended updates before installing any Metasys software.

2.

Verify that the computer name is valid for Metasys Server software.

In Control Panel, click System and Security > System and verify the computer name that appears in the window meets the following criteria:
  • begins with a letter, not a number
  • contains a maximum of 15 characters
  • contains only letters A-Z (upper or lower case), numbers 0-9, and hyphens
    Note: Underscores are not valid for the Metasys system.
  • does not end in letters ADS
  • does not contain any diacritic or accent marks

3.

Configure the Windows Firewall to ensure the ports that Metasys software requires are open.

See Configuring the Windows firewall.

4.

Follow the appropriate step:
  • If you are installing the Metasys Server software on an English language computer, skip to the next step.
  • If you are installing the Metasys Server software on a non-English language computer, you need to set the computer's regional settings and the default language used by the SQL Server database to the same locale as the site default language.

Consult the Microsoft documentation and see Installing Metasys Server for a Non-English Locale.

5.

If the computer has multiple network cards, configure the network card that the Metasys Server software is to use.

See Configuring Additional Network Cards.

6.

Install Microsoft .NET Framework 3.5 if the computer does not have this software feature installed.

In Control Panel, click Programs > Programs and Features > Turn Windows features on and off. Click the Microsoft .NET Framework 3.5 or .NET Framework 3.5 feature. Check the HTTP Activation component. If you do not have Internet access, insert the operating system media, open a Command prompt with Run as Administrator, and execute this command (where <drive> is the disk drive with the media): Dism /online /enable-feature /featurename:NetFx3 /All /Source:<drive>:\sources\sxs /LimitAccess.

On server-class OSs, use the Add Roles and Features Wizard in Server Manager to add the .NET Framework 3.5 Features and HTTP Activation components. On some server-class OSs, HTTP Activation may be listed under WCF Services.

8.

Make sure all required software components are enabled. The Metasys Server installer does not enable all required Windows components. If any required component is missing, server installation and operation can fail.

See Required Windows operating system roles and features for more information.

9.

Install a supported version of SQL Server Standard or Enterprise software to the C: drive (primary partition), including the recommended cumulative update, if any. Select the Database Engine Services and Management Tools components. If you are installing SQL Server 2016 or SQL Server 2014, also select Reporting Services. If you are installing SQL Server 2019 or SQL Server 2017, use the standalone Reporting Services installer.
Note: If you want to install SQL Server software to an alternative disk drive (for example, E: drive), you need to follow some special steps. For details, see Specifying Custom Locations for Metasys Server Application and Databases.

Refer to SQL Server Installation and Upgrade Instructions (LIT-12012240). For the Reporting Services installer, download the version that you need: SQL Server 2019 Reporting Services or SQL Server 2017 Reporting Services.

10.

If you intend to use the Metasys Advanced Reporting System or Energy Essentials, verify that Reporting Services is configured properly.

Refer to the Verifying SQL Server Reporting Services Configuration section of SQL Server Installation and Upgrade Instructions (LIT-12012240).

11.

Install support files if you plan to offer the Site Management Portal in languages other than English.

Refer to the Appendix: Reporting Services Language Support for Metasys Advanced Reporting System of SQL Server Installation and Upgrade Instructions (LIT-12012240).

12.

If you want the Metasys Server to use trusted certificates instead of self-signed certificates (the default), configure the certificates on the Metasys Server before installing the software. Otherwise, go to the next step.

See Appendix: Certificate management and security.

13.

Install and license SCT 14.0 software.

Refer to the SCT Installation and Upgrade Instructions (LIT-12012067) .

14.

Start Launcher and add a profile for Metasys SCT.

Refer to Launcher Tool Help (LIT-12011742) .

15.

Start Metasys SCT from Launcher. If you will be installing Metasys Advanced Reporting, create a new archive that you can later select in the Reporting tab of the Metasys Server setup window.

Refer to the SCT Installation and Upgrade Instructions (LIT-12012067) .

16.

Install the Metasys Server software.

See Installing Metasys Server: Default Method. However, if you want to install to an alternate disk drive or will be installing an ADX with Advanced Reporting, see Installing Metasys Server: Custom Method.

17.

License the Metasys ADX software with the Software Manager.

Refer to the Software Manager Help (LIT-12012389).

18.

Install and license any other Metasys software (for example, Metasys Export Utility and Energy Essentials).

Refer to their respective installation documents.

19.

Start Launcher and add a profile for the Site Management Portal (SMP).

Refer to Launcher Tool Help (LIT-12011742) .

18.

Start Metasys SMP from the Launcher and verify proper operation.

See Launching the User Interfaces .

20.

(OPTIONAL) If you want to move the Metasys historical databases now, use SQL Management Studio to move the databases to the desired location.

See Moving Metasys Historical Databases to a Custom Location.

21.

Install the Metasys Database Manager.

Refer to the Metasys Database Manager Installation Guide (LIT-12011553) .

22.

If prompted, restart the computer.

Use the standard procedure to restart the operating system.