Converting InfoPlus.21 Data to a Microsoft SQL Server 2000 Database

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1 Technical Bulletin Issue Date August 14, 2003 Converting InfoPlus.21 Data to a Microsoft SQL Server 2000 Database Converting InfoPlus.21 Data to a Microsoft SQL Server 2000 Database...2 Introduction... 2 Key Concepts... 3 System Requirements... 3 Database Conversion Overview... 4 Detailed Procedures... 5 Installing the Database Conversion Utility Software... 5 Installing and Configuring the InfoPlus.21 Historian Client Software... 5 Setting Up the AspenTech SQLplus ODBC Data Source Converting the InfoPlus.21 Historian Database Formatted Data to the Microsoft SQL Server 2000 Database Format Troubleshooting Johnson Controls, Inc. Code No. LIT Software Release 5.3

2 2 Converting InfoPlus.21 Data to a Microsoft SQL Server 2000 Database Converting InfoPlus.21 Data to a Microsoft SQL Server 2000 Database Introduction Historian solutions from Johnson Controls, such as SQL Historian and Facility Explorer (FX) Historian, are based on Microsoft SQL Server 2000 database software, allowing users to have access to populated historical databases formatted under Microsoft SQL Server 2000 database software. This document describes how to convert data from the InfoPlus.21 Historian database software to the Microsoft SQL Server 2000 database format. The conversion process uses a database conversion utility that is provided on the SQL Historian and the FX Historian CD-ROMs. The conversion process also requires installing InfoPlus.21 Historian client software that is included with the InfoPlus.21 Historian software. This document describes how to: install the database conversion utility software install and configure the InfoPlus.21 Historian client software set up the AspenTech SQLplus Open Database Connectivity (ODBC) data source convert the data in the InfoPlus.21 Historian database to the Microsoft SQL Server 2000 database format

3 Converting InfoPlus.21 Data to a Microsoft SQL Server 2000 Database 3 Key Concepts System Requirements To ensure a successful conversion of data from the InfoPlus.21 Historian database to the Microsoft SQL Server 2000 data format, the following requirements must be met: Base Requirements Microsoft Windows 2000 Server or Advanced Server operating system must be installed on the computer where you are installing the database conversion utility. Microsoft SQL Server 2000 database software must be installed on the same computer. SQL Historian or FX Historian software must be installed before running the database conversion utility. Configure the collectors that collect the data for the FX Historian or the SQL Historian, and verify that they are collecting data before you run the database conversion utility. This procedure prevents the loss of data while converting the InfoPlus.21 Historian based database. Database Conversion Requirements Install the database conversion utility on the computer on which the Microsoft SQL Server 2000 Database Server software is installed. The database conversion utility is found in a subdirectory on the SQL Historian or FX Historian installation CD. Install the InfoPlus.21 Historian client software on the database server, that is, the computer running the FX Historian or the SQL Historian, before you run the database conversion utility. (Refer to Installing AspenTech InfoPlus.21 Historian Technical Bulletin [LIT ].) Configure the InfoPlus.21 Historian database Data Source Name (DSN) on the computer.

4 4 Converting InfoPlus.21 Data to a Microsoft SQL Server 2000 Database Database Conversion Overview The database conversion utility converts the existing trend data from the InfoPlus.21 Historian database and saves the trend samples to a Microsoft SQL Server 2000 database. The database conversion utility also runs audits on the original InfoPlus.21 Historian based data and on the data converted to the Microsoft SQL Server 2000 database format to verify proper conversion. The information collected from the audits is saved in an audit file.

5 Converting InfoPlus.21 Data to a Microsoft SQL Server 2000 Database 5 Detailed Procedures Installing the Database Conversion Utility Software Note: The database conversion utility software is included on the SQL Historian Installation CD and the FX Historian installation CD and must be installed on the same computer as the Microsoft SQL Server 2000 database software. To install the database conversion utility software: 1. Insert the SQL Historian or FX Historian installation CD. 2. On the Start menu, select Run. 3. Click the Browse button. 4. Browse to the SQL Historian or FX Historian CD. 5. In the DBConversion directory, select setup.exe. 6. Click the open button. 7. Click OK. Installing and Configuring the InfoPlus.21 Historian Client Software To configure the InfoPlus.21 Historian client software: 1. On the computer where you have installed the Microsoft SQL Server 2000 database software, insert the M-Series Workstation Historian Server Installation CD in the CD-ROM drive. The M-Historian welcome screen appears (Figure 1).

6 6 Converting InfoPlus.21 Data to a Microsoft SQL Server 2000 Database Figure 1: M-Historian Welcome Screen 2. Click Next. The M-Historian Software License Agreement appears (Figure 2). If you click Yes to accept the agreement, the Select Installation Type screen appears (Figure 3). If you choose No to decline the agreement, Setup closes.

7 Converting InfoPlus.21 Data to a Microsoft SQL Server 2000 Database 7 Figure 2: M-Historian Software License Agreement Figure 3: Select Installation Type Screen 3. Select Client and click Next. The Enter Information (host name) screen appears (Figure 4).

8 8 Converting InfoPlus.21 Data to a Microsoft SQL Server 2000 Database Figure 4: Enter Host Name Screen 4. Leave the Enter Host name field blank and click Next. An information message appears to warn you not to restart the computer after the InfoPlus.21 Historian client installation process is complete. Note: You still need to close the M-Historian installation after the InfoPlus.21 Historian client installation is complete. At that time you can restart the computer. Figure 5: Information Screen 5. Click OK, the AspenTech SQLplus Welcome screen appears (Figure 6).

9 Converting InfoPlus.21 Data to a Microsoft SQL Server 2000 Database 9 Figure 6: AspenTech SQLplus Welcome Screen 6. Click Next. The AspenTech SQLplus Software License Agreement screen appears (Figure 7). Figure 7: AspenTech SQLplus Software License Agreement Screen

10 10 Converting InfoPlus.21 Data to a Microsoft SQL Server 2000 Database 7. Click Yes if you agree to the terms. The User Information screen appears. 8. Verify the name and company and click Next. The Enter License Keys Disk screen appears (Figure 8). Figure 8: Enter License Keys Disk Screen 9. Click the Browse button, browse to the License folder on the M-Series Workstation Historian Server installation CD, and click OK. The Select Components screen appears (Figure 9).

11 Converting InfoPlus.21 Data to a Microsoft SQL Server 2000 Database 11 Figure 9: Select Components Screen 10. Check Desktop ODBC Driver (Client) and SQLplus (Client) and uncheck InfoPlus.21 Administrator as shown in Figure 9 and click Next. The Select Program Folder screen appears (Figure 10). Figure 10: Select Program Folder Screen

12 12 Converting InfoPlus.21 Data to a Microsoft SQL Server 2000 Database 11. Click Next to accept AspenTech Desktop as the program folder and click Next. The Select Language screen appears (Figure 11). Figure 11: Select Language Screen 12. Select additional languages for the InfoPlus.21 Historian client and SQLplus software if desired and click Next. The Select Data Source screen appears (Figure 12). Note: If you select additional languages, you need to enable the international language settings in the Windows operating system Control panel after the installation is complete.

13 Converting InfoPlus.21 Data to a Microsoft SQL Server 2000 Database 13 Figure 12: Select Data Source Screen 13. Check InfoPlus.21 and click Next. The Choose Destination Location screen appears (Figure 13). Figure 13: Choose Destination Location Screen

14 14 Converting InfoPlus.21 Data to a Microsoft SQL Server 2000 Database 14. Click Next to accept the default location for the SQLplus files. The Select Program Folder screen appears (Figure 14). Note: If you want to change the default location for the SQLplus files, click the Browse button to choose a new location. You should verify that the file location is acceptable with the local Information Technology (IT) Administrator on the customer s site. Figure 14: Select Program Folder Screen 15. Click Next to accept the default program folders. The Start Copying Files screen appears (Figure 15).

15 Converting InfoPlus.21 Data to a Microsoft SQL Server 2000 Database 15 Figure 15: Start Copying Files Screen 16. Click Next to start copying the files. The files are copied and the Setup Complete screen appears (Figure 16). Figure 16: Setup Complete Screen

16 16 Converting InfoPlus.21 Data to a Microsoft SQL Server 2000 Database 17. Click Finish to close the Setup Complete screen. The SQLplus installation is complete. Setting Up the AspenTech SQLplus ODBC Data Source To set up the AspenTech SQLplus ODBC data source: 1. On the Start menu of the computer where you installed the Microsoft SQL Server 2000 database software, select Settings > Control Panel. The Control Panel window opens. 2. In the Control Panel window, double-click Administrative Tools. The Administrative Tools window appears (Figure 17). Figure 17: Administrative Tools Window 3. Double-click the Data Sources (ODBC) programs icon in the Administrative Tools window. The ODBC Data Source Administrator screen appears (Figure 18).

17 Converting InfoPlus.21 Data to a Microsoft SQL Server 2000 Database 17 Figure 18: ODBC Data Source Administrator Screen 4. Click the System DSN tab. The ODBC Data Source Administrator screen appears with the System DSN tab selected (Figure 19).

18 18 Converting InfoPlus.21 Data to a Microsoft SQL Server 2000 Database Figure 19: ODBC Data Source Administrator Screen - System DSN Tab Selected 5. Click the Add button. The Create New Data Source screen appears (Figure 20).

19 Converting InfoPlus.21 Data to a Microsoft SQL Server 2000 Database 19 Figure 20: Create New Data Source Screen 6. Select the AspenTech SQLplus driver and click the Finish button. The SQLplus Setup screen appears (Figure 21). Figure 21: SQLplus Setup Screen 7. Click the Advanced button. The SQLplus Advanced Setup screen appears (Figure 22).

20 20 Converting InfoPlus.21 Data to a Microsoft SQL Server 2000 Database Figure 22: SQLplus Advanced Setup Screen 8. Delete the value in the Maximum Rows field and clear all of the check boxes. 9. Click OK. The SQLplus Setup screen appears (Figure 21). 10. Enter a DSN name in the Data Source Name field. 11. Enter the system name or Internet Protocol (IP) address of the computer on which AspenTech SQLplus is installed in the TCP/IP Host field. Note: Do not change the default value (for example, 10014) in the TCP/IP Port field. 12. Click the Test button to verify connectivity to the AspenTech data source computer. A test results pop-up window appears. 13. Click OK to close the test results pop-up window. 14. Click OK to save the SQLplus Setup configuration. 15. Click OK to close the ODBC Data Source Administrator window.

21 Converting InfoPlus.21 Data to a Microsoft SQL Server 2000 Database 21 Converting the InfoPlus.21 Historian Database Formatted Data to the Microsoft SQL Server 2000 Database Format To convert the InfoPlus.21 Historian database formatted data to the Microsoft SQL Server 2000 database format: 1. Log on as a System Administrator on the computer running SQL Historian or FX Historian and Microsoft SQL Server 2000 database software. 2. For the SQL Historian, on the Start menu, select Programs > Johnson Controls > SQL Historian > SQL DB Conversion. For the FX Historian, on the Start menu, select Programs > Johnson Controls > FX Historian > SQL DB Conversion. The Database Conversion Step 1 of 3 screen appears (Figure 23). Figure 23: Database Conversion Step 1 of 3 Screen 3. From the Select Existing Aspen Data Source Name drop-down list, select the DSN name for the source database from which you want to copy the data. 4. In the Destination Server field enter the server name to which to copy the data, or press Tab to accept the default and move the cursor to the User ID field.

22 22 Converting InfoPlus.21 Data to a Microsoft SQL Server 2000 Database Note: The Destination Server is the computer where Microsoft SQL Server 2000 is installed. Clear the User ID and Password fields. Leave the User ID and Password fields blank if you are logged on to the Windows 2000 Server computer with an NT User Account that has administrative access to the Facility Explorer database. Otherwise, enter a SQL user name and password that has administrative access. 5. Click Next. A list of data points appears in the Database Conversion Step 2 of 3 screen (Figure 24). Figure 24: Database Conversion Step 2 of 3 Screen

23 Converting InfoPlus.21 Data to a Microsoft SQL Server 2000 Database If you want to convert data from points that do not already exist in the new Microsoft SQL Server 2000 database select the Non-existing Points radio button and then select a time zone from the Time Zones drop-down list. If you are converting missing data for points that exist in the new database, select the Existing Points radio button and continue with Step 6. Note: The Time Zone must be entered because time zone data is not brought in through the conversion process. 7. Select the points in the Points in database column and click >> to move them to the right column. These are the points that get converted. Note: Use the Ctrl or Shift key to select multiple points, or click Select All to select all of the points. 8. Repeat Steps 6 and 7 for points of each time zone you want to include. 9. Click Next. A list confirming the points to convert appears in the Database Conversion Step 3 of 3 screen (Figure 25).

24 24 Converting InfoPlus.21 Data to a Microsoft SQL Server 2000 Database Figure 25: Database Conversion Step 3 of 3 Screen 10. Verify that the displayed time zone information is correct for all of the points displayed in the list and click Finish to start the conversion process. A progress indicator appears. When the conversion is complete, the start and end processing times appear. Note: The conversion process could continue for several hours depending on the points you select. 11. Click Done. The database conversion program closes.

25 Converting InfoPlus.21 Data to a Microsoft SQL Server 2000 Database 25 Troubleshooting Audit and exception report logs are generated by the database conversion utility to enable you to verify the accuracy of the conversion. On the Start menu, select Programs > Johnson Controls > Conversion > JCIConversion.Log or JCIException.log to review the log files for any errors or problems that might have occurred. The Audit Log (Figure 26) displays the number of detailed records converted for each point and the sum of the values. Figure 26: Audit Log Sample

26 26 Converting InfoPlus.21 Data to a Microsoft SQL Server 2000 Database Table 1 describes the Audit Log columns. Table 1: Audit Log Column Description Column POINTID COUNT VALUE SUM Description Used for internal information only. The number of data samples for the point before (OLD) and after (NEW) the conversion. The status of the data integrity before (OLD) and after (NEW) the conversion. If the old and new COUNT values are different, some data values for the point were not converted properly. If the old and new VALUE SUM values are different, the data integrity for the point converted might have been compromised (in other words, the data values for some of the samples from the converted point may not have the same values before they were converted). The Exception Report Log (Figure 27) presents a summary of the errors that occurred during the conversion process. If your Exception Report Log contains errors after you have completed the data conversion, contact the Johnson Controls Field Support Center for assistance in resolving these errors.

27 Converting InfoPlus.21 Data to a Microsoft SQL Server 2000 Database 27 Figure 27: Exception Report Log Sample Controls Group 507 E. Michigan Street P.O. Box 423 Milwaukee, WI Printed in U.S.A.

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