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 to perform an out-of-place upgrade of Metasys Server and SCT software on a computer with a server operating system. These steps presume that the computer currently has no Metasys software installed.
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:
|
Open a command prompt
window and run the command msinfo32. Verify the version against the
following list:
|
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:
|
3. |
Configure the Windows Firewall to ensure the ports that Metasys software requires are open. |
|
4. |
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. |
|
6. |
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. |
7. |
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. |
8. |
Install a version of SQL Server Standard or Enterprise software on the computer that the Metasys system supports. Install these components: Database Engine Services, Reporting Services, and Management Tools. |
Refer to SQL Server Installation and Upgrade Instructions (LIT-12012240). |
9. |
Verify that Reporting Services on the computer is configured properly. |
Refer to the Verifying SQL Server Reporting Services Configuration section of SQL Server Installation and Upgrade Instructions (LIT-12012240). |
10. |
Install support files on the computer 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). |
11. |
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). |
12. |
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. |
13. |
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. |
14. |
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) . |
15. |
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. |
16. |
Select the appropriate action:
|
|
17. |
As part of performing an out-of-place upgrade, follow the steps to the right. |
|
18. |
Install the Metasys Server 11.0 software. |
|
19. |
License the ADS/ADX software with the Software Manager. |
Refer to the Software Manager Help (LIT-12012389). |
20. |
Install and license any other Metasys Release 11.0 software at this time, including the Metasys Export Utility and Energy Essentials. |
Refer to their respective installation documents. For licensing, refer to the Software Manager Help (LIT-12012389). |
21. |
Start Launcher on the computer and launch the Site Management Portal (SMP) for the upgraded ADS/ADX. |
Refer to Launcher Tool Help (LIT-12011742) . |
22. |
To verify ADS/ADX operation, log in to the ADS/ADX using the MetasysSysAgent user and password. |
|
23. |
Start Launcher on the computer, and add a profile for Metasys SCT. |
Refer to Launcher Tool Help (LIT-12011742) . |
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. |
Select the appropriate action:
|
Refer to the Security Administrator System Technical Bulletin (LIT-1201528) . |
26. |
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. |
27. |
(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. |
28. |
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) . |
29. |
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. |
30. |
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. |