Upgrading Unified Metasys Server and SCT on Desktop 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
Product
Building Automation Systems > Application Servers > Metasys Server
Document type
Installation Guide
Document number
LIT-12012162
Version
11.0
Revision date
2021-07-02
Product status
Active
Table 1. Supported Platforms Unified Metasys Server on Desktop OS with SCT

Supported Operating System

Supported Database Options

Windows® 10 Pro and Windows 10 Enterprise Editions versions 1903, 1909, and 2004 (64-bit). For all future Windows 10 updates after version 2004, we will evaluate and certify that Metasys software can support the updates before we provide guidance on support.

SQL Server® 2019 Express (64-bit)

SQL Server® 2017 Express with CU17 (64-bit)

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

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

Windows® 8.1 Pro and Windows 8.1 Enterprise Editions with Update (KB2919355) (64-bit)

SQL Server® 2017 Express with CU17 (64-bit)

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

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

Use the steps in the following table to perform an out-of-place upgrade of Metasys Server and SCT software on a computer with a desktop operating system. These steps presume that the computer currently has no Metasys software installed.

Table 2. Upgrading Unified Metasys Server with SCT on Desktop OS (Out-of-Place)

Step

Action

Reference or Additional Steps

1.
Verify that the computer intended for Metasys Server software has one of the following supported Windows desktop operating systems:
  • Windows® 10 Pro and Windows 10 Enterprise Editions versions 1903, 1909, and 2004 (64-bit). For all future Windows 10 updates after version 2004, we will evaluate and certify that Metasys software can support the updates before we provide guidance on support.
  • Windows® 8.1 Pro and Windows 8.1 Enterprise Editions with Update (KB2919355) (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 10 with Creators Update: Version 1903 10.18362
  • Windows 8.1 with Update 1: Version 6.3.9600
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.

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

See Configuring Additional Network Cards.

5.

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

In Control Panel, click Programs > Programs and Features > Turn Windows features on and off. The Server Manager window appears. 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.

6.

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.

7.

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.

8.

Install a version of SQL Server Express software on the computer that the Metasys system supports.

Refer to SQL Server Installation and Upgrade Instructions (LIT-12012240).

9.

Upload and back up all ADS/ADX and network engine archive databases to the existing SCT. Make sure you select the Include Security option for the upload.

Refer to Database Uploading, Downloading, and Synchronization of Metasys SCT Help (LIT-12011964) or the SCT Technical Bulletin (LIT-1201534) for the release you have currently installed (not the new release).

10.

Forward all trend samples from each network engine to the ADS/ADX Site Director by using the Route Samples command at each engine. This step ensures that the Site Director has all possible samples before you begin the upgrade. Wait a few minutes to ensure that all samples have been forwarded.

Refer to Metasys Site Management Portal Help (LIT-1201793) for information about the Route Samples command.

11.

Stop the Metasys III Device Manager service on the ADS/ADX computer. This action prevents the collection of any new audits, alarms, trends, and annotations while you perform the upgrade. If the customer can accept the loss of data samples during an upgrade, you can skip to the next step.

Right-click the Windows taskbar and start Task Manager. Click the Services tab. Locate a service called Metasys III Device Manager. Select this service and right-click and select Stop Service. The Metasys III Device Manager service stops.

12.

Perform a complete backup of all historical data in the ADS/ADX computer with the Metasys Database Manager. If the system to be upgraded is at Release 8.0 or 8.1, after the historical databases are backed up, use the SQL Server Management Studio to backup the SpacesAuthorization database.

Refer to Backing Up a Database in Metasys Database Manager Help (LIT-12011202) .

13.

Make a copy of each historical database backup file and archive backup file and store them on removable media (for example, a flash drive or DVD).

Use Windows Explorer to prepare and archive the file copies.

14.
Select the appropriate action:
  • If you have SCT Release 7.x to 10.x or SCT 11.1 to 13.x, skip to the next step.
  • If you have SCT Release 6.5.x or earlier, or SCT 11.0, follow the steps to the right to manually record all SCT users.
  1. Log in to SCT and open the Security Administrator tool (Tools > Administrator).
  2. In Security Administrator, record all SCT roles, local user accounts, and Active Directory user accounts that you want to recreate in the upgraded SCT. All SCT customized roles and user accounts are lost when you uninstall SCT in the next step.
  3. For easy recall later, you may find it helpful to use the computer's print screen function to capture the user access permissions and other information for each role.

15.

As part of performing an out-of-place upgrade, follow the steps to the right.
  1. Disconnect the old ADS/ADX computer from the building network.
  2. Connect the new computer to the building network.
  3. On the new computer, assign the same computer name and IP address as the old ADS/ADX computer.
  4. Install and license SCT 14.0 on the new computer.
  5. Install Metasys Database Manager Rel. 11.0 on the new computer.
  6. Copy the Metasys database backup files (.bak) from the old computer to the Metasys Database Manager Backup folder of the new computer.
  7. Copy the SCT archive backup file (.backup) from the old computer to the new computer. Place the archive here: C:\ProgramData\Johnson Controls\MetasysIII\DatabaseFiles.
  8. Start SCT on the new computer. With SCT, restore the backup you copied in the previous step.
  9. If the new computer name is different from the old computer, open the restored SCT archive, upgrade the archive, then rename the Site Director in the upgraded archive to match the new computer name.
  10. Start the Metasys Database Manager in Expert mode and restore each database backup from the SQLData backup folder.
  11. If the new computer name is different from the old computer, use the Metasys Database Manager to update the Site Director and device names in the Metasys system databases.

16.

Install the Metasys Server 11.0 software.

See Metasys Server Software.

17.

License the ADS/ADX software with the Software Manager.

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

18.

Install and license any other Metasys Release 11.0 software at this time, including the Metasys Export Utility.

Refer to their respective installation documents. For licensing, refer to the Software Manager Help (LIT-12012389).

19.

Start Launcher on the computer and launch the Site Management Portal (SMP) for the upgraded ADS/ADX.

Refer to Launcher Tool Help (LIT-12011742) .

20.

To verify ADS/ADX operation, log in to the ADS/ADX using the MetasysSysAgent user and password.

See Launching the User Interfaces.

21.

Start Launcher on the computer, and add a profile for Metasys SCT.

Refer to Launcher Tool Help (LIT-12011742) .

22.

Start the Metasys SCT from Launcher on the computer and verify proper operation.

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

23.
Select the appropriate action:
  • If you upgraded SCT from Release 7.x or Release 11.1 to Release 14.0, go on to the next step.
  • If you upgraded SCT from Release 6.5.x or earlier, or Release 11.0 to Release 14.0, start SCT. Open the Security Administrator tool (Tools > Administrator). In Security Administrator, recreate all roles, user accounts, and Active Directory user accounts that were present in the old version of SCT (or, create a new limited set of SCT users). If you made screen captures of the SCT roles and users in an earlier step, use these screens as a guide for adding the roles and user accounts to SCT.

Refer to the Security Administrator System Technical Bulletin (LIT-1201528) .

24.

Log in to SCT 14.0 and open the archive database. Allow SCT to upgrade the database to Release 14.0.

Refer to Metasys SCT Help (LIT-12011964) .

25.

Download the Site Director archive database from SCT 14.0 to the ADS/ADX Site Director, making sure that you click Include Security. When asked to enter the ADS/ADX user credentials, specify the MetasysSysAgent user and password. If the login for the ADS/ADX fails, click the Clear Security Database tab and click Set to be cleared. The device is upgraded, but the security database is removed from the archive.

Refer to Database Uploading, Downloading, and Synchronization in Metasys SCT Help (LIT-12011964) for information on downloading.

26.

(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.

27.
Update the network engines that you want to upgrade to Release 11.0.
Note: If you are upgrading from Release 5.2 or later, you do not need to update all devices to the newer release (except the Site Director). SCT 14.0 supports devices at multiple Metasys software releases, beginning with Release 5.2.

Refer to NAE Update Tool Help (LIT-12011524) and Metasys SCT Help (LIT-12011964) .

28.

If you updated network engines to Release 11.0, use SCT 14.0 to download the archive database of each network engine, downloading the Site Director first (if a network engine is used as the Site Director). The download also restores the Security database. After the download completes, issue the Reset Device command to each downloaded N40-class device (NxE35, NIE39, NxE45, NIE49, NxE25, or NIE29s) to ensure that the security database is archived to non-volatile memory. This step is new beginning at Release 8.0, but is not required for any other network engine (for example, NxE55s, NxE59s, SNEs, and SNCs).

Refer to Database Uploading, Downloading, and Synchronization in Metasys SCT Help (LIT-12011964) for information on downloading.

29.

Create a full disk image backup of the computer's hard drive to external media (optional but recommended).

Refer to the documentation that came with your operating system backup software.