PowerLogic ION Enterprise 6.0

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1 /2009 PowerLogic ION Enterprise 6.0 Power management software Commissioning guide

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3 Notices This section describes the symbols used in this guide. Danger This alerts you to things that may cause serious injury to a person. Only qualified, properly trained personnel should perform these procedures. Caution This alerts you to things that may cause loss of data, damage to your computer or your devices. Note A note provides you with additional information that you might want to consider. Documentation Conventions This section describes the terms used to describe common methods or procedures used throughout this guide. Clear Click Double-click Right-click Drag Enter Point Press Select Type Place the mouse cursor over the check box option, then click the mouse button 1 so that the check mark is removed from the check box. Place the mouse cursor over the specified option or button, then press and release the mouse button. Place the mouse cursor over the specified option or button, then press and release the mouse button twice. Place the mouse cursor over the specified option or button, then press and release the right mouse button. Hold down the mouse button while moving the mouse cursor to the appropriate location, then release the button. Type the information, then press the Enter or Return key. Position the mouse pointer over a submenu or menu command. For example, point to the File menu. Press the specified key or key combination on your keyboard, for example, press CTRL+ALT+DEL. Place the mouse pointer over the specified option or check box, then click the mouse button. A selected check box receives a check mark; a selected radio button is marked with a dot. Type the information. DO NOT press the Enter or Return key. 1 Mouse button means the primary mouse button (left, by default), while right mouse button means the secondary mouse button. This configuration can be switched for accessibility.

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5 Contents Introduction Types of Installation Primary Server Database Server Client Secondary Servers Determine Your Network Needs System Requirements Prepare the Workstation Server Naming and Partition Guidelines Operating System Considerations Server Server Windows XP Windows Vista Installing ION Enterprise on a Virtual Machine ION Enterprise Administrator Server Permissions.. 12 Prepare the Primary Server Firewall Configuration SQL Server Configuration SQL Server 2005 Standard Edition Setup for ION Enterprise 15 Update All SQL Server Instances Install or Upgrade ION Enterprise Installing ION Enterprise Install ION Enterprise Database Server (Optional) Install ION Enterprise Primary Server Install ION Enterprise Clients (Optional) Install ION Enterprise Service Packs (if available) Upgrading ION Enterprise Step 1: Upgrade System Hardware and Software Step 2: Back Up Information Step 3: Update and Upgrade SQL Server Step 4: Reboot your Computer Step 5: Upgrade ION Enterprise Step 6: Run the ION Power Quality Aggregation Service.. 22 Step 7: Install Language Pack (optional)

6 Step 8: Update WebReach Bookmarks (optional) Post Installation Procedures Check ION Enterprise Services Create Local Primary Server Groups Review ION Enterprise Database Manager Review Security Highlights Enabling WebReach or Web Reporter After Installation... 24

7 Introduction This guide contains information to help you plan, design and build your PowerLogic ION Enterprise system, incorporating best practices and factory-recommended procedures to reduce the need for ongoing support and improve the reliability of your installation. A typical ION Enterprise system consists of a computer or network of computers running ION Enterprise software, and one or more networks of devices (such as basic energy meters, multi-function monitoring/analysis/ control devices, and/or intelligent relays). This ION Enterprise Commissioning Guide is for users who want to prepare and configure their own ION Enterprise server. Services personnel and fullycommissioned ION Enterprise servers are also available please contact Schneider Electric for details. Additional Information Types of Installation For additional information on installing and commissioning ION Enterprise (for example, what s new or using the optional OPC Server Assistant), see the Technical Documentation folder on the ION Enterprise installation DVD. The simplest type of ION Enterprise installation is a standalone Primary Server, where one computer handles all the functions, data storage and interaction with networked devices. Primary Server Each ION Enterprise network has one Primary Server. It stores the system configuration and serves logged data to Client computers. The Primary Server can host the ION Enterprise databases, and typically aggregates data from all Secondary Servers (if they exist). Terminal Server connections are supported if your Primary Server machine is set up with Terminal Services. DB Database Server You can set up the ION Enterprise database using an existing SQL database in your network (e.g., on a remote computer hosting Microsoft SQL Server 2005). For this network configuration, you must first complete the Database Server installation before installing the ION Enterprise Primary Server on your network. DB 2009 Schneider Electric. All rights reserved. 7

8 Client For a Client installation, you can specify which ION Enterprise programs you want to install on the DB Client computer. A Client computer connects to the Primary Server to access network system data for display, analysis and control functions, as well as reporting and system configuration. Most or all of the processing functions occur at the ION Enterprise Client computer, while data management and access is controlled by the Primary Server. ION Enterprise Client Licensing One ION Enterprise Client License is required: Secondary Servers For each computer that accesses the Primary Server to use the ION Enterprise programs installed on it. This applies to each Terminal Server or Remote Desktop Connection. For each ION Enterprise Client computer where the ION Enterprise programs are installed locally. Client Types To determine what type of Client licenses you need, list your ION Enterprise users or user groups and determine what support is needed for each. ION Enterprise supports the following client types: WebReach Client: A thin client that allows you to view preconfigured Vista display screens through a Microsoft Internet Explorer browser window. No other programs are needed. ION Enterprise Client Licenses are not required for WebReach clients. ION Enterprise Client: A rich client that connects to the Primary Server to access data, but runs ION Enterprise programs installed on the local client computer. Terminal Services Client or Remote Desktop Connection: These clients use a different computer to connect to the Primary Server. After establishing a connection, the clients can then use the ION Enterprise programs installed on the Primary Server. Secondary Server installations are not common, DB and are used only in exceptional circumstances. For example, an intermediary Secondary Server may be required when you have a large number of devices that use software-based logging. Secondary Server installations require advanced network configuration. Contact Technical Support if you require a Secondary Server Schneider Electric. All rights reserved.

9 Determine Your Network Needs System Requirements PowerLogic ION Enterprise 6.0 Commissioning Guide ION Enterprise is fully scalable, so make allowances for future expansion when selecting the Primary Server computer. In addition to the different types and quantities of devices you plan to add to the ION Enterprise network, consider also the amount of data storage required. For heavy data logging and retrieval requirements, consider setting up a separate Database Server for storing ION Enterprise data. Minimum system requirements are available in the System Requirements for PowerLogic ION Enterprise 6.0 document at The server should be equipped with a DVD drive and other standard hardware, such as an Ethernet communications port. Consider also a tape backup mechanism and UPS (uninterruptible power supply) system for your server. Install a high-speed graphics adapter and use a 17 or larger monitor to view the ION Enterprise interface. Database Requirements ION Enterprise requires either SQL Server 2005 Standard Edition or SQL Server 2005 Express. ION Enterprise can install SQL Server 2005 Express on the Primary Server, and automatically set up the ION Enterprise databases on that computer. However, SQL Server 2005 Express has database size limitations (4 GB). For larger database requirements, you need to set up SQL Server 2005 Standard Edition on the Primary Server or on a separate Database Server that is optimized for database disk capacity and performance. Install SQL Server 2005 Standard Edition before you install ION Enterprise. See SQL Server Configuration on page 14. Secondary Server Requirements Secondary server hardware and software requirements vary according to different customer application needs. Contact Technical Support for assistance when selecting the Secondary server computer. Prepare the Workstation The following sections outline considerations when installing ION Enterprise on a particular operation system (OS) and steps for preparing the workstation for installation of ION Enterprise Schneider Electric. All rights reserved. 9

10 Server Naming and Partition Guidelines 1. Assign a computer name for the server. Select a computer name that conforms to Windows conventions. A computer name can be up to 15 alphanumeric characters with no blank spaces and must not contain any prohibited characters or symbols such as the following: \ * + = : ; < >?, _ For compatibility reasons, use only letters and numbers, assigning a letter for the first character in the computer name. 2. Partition the computer s hard drive, if required. Separating the operating system from data storage is a precautionary step to help preserve data in case the operating system becomes unstable. Example The following example shows how a Primary Server with two physical hard drives (40 GB, 80 GB) can be partitioned. This serves only as an example make adjustments to fit your needs: Partition 1, 2 Size Description System (C:\) Application (D:\) Data (E:\) 15 GB 25 GB 80 GB Contains the operating system and all the Windows system files. This partition should have enough free space for operating system upgrades and defragmentation tasks. Contains ION Enterprise programs and other third-party applications. Since this is not a system partition, you can increase its size when a new physical drive is added. Contains database files only. Since databases can grow significantly over time, assign the Data partition to the entire second physical hard drive. 1 All partitions are NTFS file system type 2 If necessary, use Disk Management (in the Computer Management console) to remap the DVD drive to another drive letter. Operating System Considerations Server 2003 Server 2008 The following sections outline considerations and settings that are specific to a particular operating system. There are no special considerations or settings for Microsoft Server It is recommended that your turn off User Account Control (UAC). Certain components of ION Enterprise may not function correctly if UAC is left on. If you plan to use Server 2008 in a distributed system, ensure that Password protected sharing in Control Panel > Network and Sharing Center is set to Schneider Electric. All rights reserved.

11 Windows XP Windows Vista OFF on the Primary Server before you install ION Enterprise on a Secondary Server or Client computer. To view waveforms in WebReach on Microsoft Server 2008, you must enable Download signed ActiveX controls, Download unsigned ActiveX controls and Display Mixed Content in the Local Sites Security Settings in Internet Explorer. The ION DDE Service does not function because the required NetDDE service is not a component of Microsoft Server If the workstation where you are installing ION Enterprise is part of a workgroup rather than a domain, Simple File Sharing must be disabled in order for Web Reporter report pack to be installed. The ION Enterprise Installer gives you the option to disable Simple File Sharing. If you do not disable Simple File Sharing, either before you install ION Enterprise or during the installation, you can disable Simple File Sharing after you install ION Enterprise then upload the report pack manually. It is recommended that you: Turn off User Account Control (UAC). Certain components of ION Enterprise may not function correctly if UAC is left on. Turn off Sleep Mode. ION Services may not restart when the computer comes out of Sleep Mode. The ION DDE Service does not function because the required NetDDE service is not a component of Microsoft Windows Vista. Installing ION Enterprise on a Virtual Machine If you install ION Enterprise on a virtual machine, please note the following considerations: Follow the virtualization best practices described by VMware. The virtual machine, not the host machine, must meet the minimum system requirements. ION Enterprise requires network connectivity to communicate with client machines and devices, and with SQL Server in a distributed system. Follow the guidelines in Server Naming and Partition Guidelines on page 10 for partitioning the virtual machine s hard drive. Follow the guidelines in Operating System Considerations on page 10 for the operating system installed on the virtual machine. To set up a direct serial connection, the host machine must have a physical serial port that can be dedicated to the virtual machine Schneider Electric. All rights reserved. 11

12 ION Enterprise Administrator Server Permissions The ION Enterprise system administrator ( ION administrator ) is the person responsible for managing the ION system, and therefore requires certain administrative permissions on the ION Enterprise server. These Microsoft Windows permissions are typically granted and set up by your IT (Information Technology) Department. The administrative functions of the ION administrator include: Install/uninstall software: Install software upgrades and service packs, repair/modify/reinstall software, update operating system components. Reboot the ION Enterprise server: A server reboot may be required after installing or uninstalling Microsoft software or service packs. SQL Server setup and maintenance: Set up and maintain the SQL Server instance that hosts the ION Enterprise databases. Tasks include manual backups, archives, and trims on live or archived ION databases. If the ION Enterprise databases are hosted on a multi-database server, the database administrator can grant Administrator permissions only for specific ION databases, while restricting access to the other databases on the server. Start/stop/modify services: ION Enterprise services ( ION <service name> ) may need to be stopped or started when commissioning the ION Enterprise server or performing certain tasks in ION Enterprise. Some tasks that affect or are affected by ION Enterprise services include: ION meter firmware upgrades; database creation/modification, database engine upgrades, manual backup, or password changes; Virtual Processor global operating parameter modification; adding to/modifying the Modbus network; and troubleshooting communications. Start/stop/modify SQL Server services (i.e., SQL Server (ION)) for problem solving and troubleshooting. Start/stop/modify other Windows services. Modify/create/delete ION Enterprise files and folders: Read/write/modify/ remove permissions are required for the ION Enterprise file folders, for tasks such as creating, customizing, or deleting Vista diagrams or Designer frameworks. FTP site upload/download: Install/uninstall troubleshooting tools (files) from Technical Support. An FTP (file transfer protocol) site is the preferred method for delivering these files Schneider Electric. All rights reserved.

13 Prepare the Primary Server PowerLogic ION Enterprise 6.0 Commissioning Guide Depending on how you set up and implement your ION Enterprise network, certain prerequisites must be met. You must complete the following (if not already done) before proceeding with the Primary Server installation: If you want to enable WebReach support, install and enable the Windows IIS (Internet Information Services) 6.0 or later and ASP.NET components on the server computer. If you want to enable Web Reporter, Microsoft SQL Server Reporting Services must be installed on the Primary Server: If you are using the SQL Server Express provided with ION Enterprise, Reporting Services is installed automatically if IIS is installed. If you are using SQL Server 2005 Standard and want to enable Web Reporter, install SQL Server Reporting Services before you install ION Enterprise. Install and configure the Terminal Server component if Terminal Server connection to the ION Enterprise Primary Server is required. Refer to the Terminal Server Licensing Overview topic in your Microsoft Windows documentation to learn about Terminal Server Licence requirements. Perform typical setup such as ending a disconnected or stale session and installing programs. Configure Remote Desktop Connection if you require remote connection to the ION Enterprise Primary Server. If you plan to use TAPI modem drivers for Windows (WinModems) in your ION Enterprise network, install and configure the WinModems. Additional WinModem information is available in the ION Enterprise Help. Use Windows Update service to install the latest security patches and hotfixes from Microsoft. If you plan to use ION Enterprise with an instance of SQL Server 2005 Express that you have already installed (not the instance installed by the ION Enterprise Installer), ensure that SQL Server backwards compatibility components are installed on that computer. Firewall Configuration Use the Microsoft knowledgebase to learn about Well Known Ports and Registered Ports required for certain networks. ION Enterprise TCP Port Assignments The following tables contain the TCP port assignments that ION Enterprise and associated applications or services use to communicate with ION devices, ION Enterprise Clients, and other ION Enterprise servers Schneider Electric. All rights reserved. 13

14 TCP Ports for Device Communications Port Protocol Port Protocol 23 Telnet (used for meter diagnostics) 7701 Modbus RTU 25 SMTP (required for communications) 7800 EtherGate simultaneously through available COM ports 502 Modbus TCP 7801 EtherGate through the meter s COM Ethernet access for the 3720 ACM meter 7802 EtherGate through the meter s COM2/COM ION 7803 EtherGate through the meter s COM3 Some networks may contain devices that require the use of alternate ports (e.g., third-party Ethernet gateway devices). Other Required Ports Port Purpose ION Enterprise services use these ports. These ports are used if a client machine needs to access the Designer and/or Vista components of ION Enterprise This port is used when the ION Enterprise system contains a Secondary Server Microsoft SQL Server uses this port Microsoft SQL Monitor uses this port to identify named database instances Terminal Server uses this port. 139 NetBIOS and Windows File and Printer Sharing use this port. 80 HTTP (required for WebReach, Web Reporter and Internet access) uses this port Real-time Data Service uses this port to transfer real-time data to ION Enterprise clients. 2 1 SQL Server uses this port if you use the default instance when you install ION Enterprise. If you use a named instance when you install ION Enterprise, it is recommended that you configure the named instance to use port You can configure the ION Real Time Data Service to use a different port. SQL Server Configuration The following sections outline the required configuration of SQL Server for complete ION Enterprise installation, including Web Reporter. Make sure the user credentials for the ION Enterprise administrator Windows account are set up with Administrator permissions for the ION Enterprise databases, as outlined in ION Enterprise Administrator Server Permissions on page Schneider Electric. All rights reserved.

15 SQL Server Reporting Services and ION Enterprise The Web Reporter component of ION Enterprise requires that Microsoft SQL Server Reporting Services be installed on the Primary Server. If Reporting Services is not installed and configured correctly, Web Reporter will not function. SQL Server 2005 Standard: If you want Web Reporter functionality, Reporting Services must be installed on the Primary Server (even if you have a distributed system with the databases on a database server). Install the Reporting Services component when installing SQL Server or use Add/ Remove Programs to add Reporting Services to your SQL Server instance. If Reporting Services is installed on the Primary Server before you install ION Enterprise, it will be configured by the ION Enterprise Installer. SQL Server 2005 Express: New installation of ION Enterprise: SQL Server Reporting Services is installed and configured with the SQL Server Express that is installed by the ION Enterprise Installer. Upgrade of ION Enterprise: Click Upgrade Express during the installation of ION Enterprise to upgrade to SQL Server 2005 Express with Advanced Services (including Reporting Services) then continue with the ION Enterprise installation. SQL Server 2005 Standard Edition Setup for ION Enterprise The following instructions do not apply to the SQL Server Standard Edition DVD available from Schneider Electric for ION Enterprise. For instructions on installing SQL Server using that DVD, refer to the Using the SQL Server DVD document that came with the product. Before you make any changes to SQL Server 2005 Standard Edition: Shut down all services dependent on SQL Server. This includes any service using ODBC, such as Microsoft Internet Information Services (IIS). Shut down Microsoft Windows NT Event Viewer and registry viewers. Remember to restart the services when you are done your configuration. SQL Server 2005 Installation Wizard The following list outlines which options to select or set up in the various screens of the SQL Server 2005 Standard Edition installer when installing SQL Server on a standalone Primary Server: Components to Install: Select SQL Server Database Services, Reporting Services and Workstation components, Books Online and development tools. Click Advanced if you want to change the default installation location for SQL Server Schneider Electric. All rights reserved. 15

16 If you are installing SQL Server 2005 Standard Edition on Windows Server 2008, it is recommended that you change the default installation location. Otherwise, you may have problems installing SQL Server 2005 SP2 (which is required for SQL Server 2005 Standard Edition to run on Windows Server 2008). If you change the default location, SQL Server also places a tempdb database in your chosen location. This database can grow quite large. Ensure that you have enough space in the new location to accommodate this database along with the ION Enterprise databases. If necessary, this tempdb database can be moved at a later date. Instance Name: Select Named instance and type ION in the box. Service Account: Select the Customize for each service account checkbox. Select the first Service type in the Service dropdown list. Select Use the built-in System account and select Local System from the dropdown list. Select the second Service type and set it up the same way. Repeat until all service types are configured to use the local system account. Ensure the SQL Server Agent is selected in the Start services at the end of setup section. Authentication Mode: Select Mixed Mode. Enter a password in the Enter password and Confirm password boxes (you can use any password that meets the requirements of your organization and SQL Server). Collation Settings: These settings do not affect ION Enterprise; you can leave the default settings or change them as you require. Report Server Configuration Options: Select Install the default configuration. The ION Enterprise Installer will change the Reporting Services configuration as needed to allow Web Reporter to function. Error and Usage Report Settings: These settings do not affect ION Enterprise; you can leave the default settings or change them as you require. Refer to your SQL Server 2005 documentation for more information. SQL Server 2005 Standard Configuration After you install SQL Server 2005, use the SQL Server Surface Area Configuration Tool to configure SQL Server as follows: Under Surface Area Configuration for Services and Connections, navigate to Remote Connections > Local and remote connections then select Using both TCP/IP and named pipes. Under Surface Area Configuration for Features, do the following: Navigate to OLE Automation then select Enable OLE Automation. Navigate to xp_cmdshell then select Enable xp_cmdshell Schneider Electric. All rights reserved.

17 Update All SQL Server Instances Apply the latest SQL Server service pack to all instances of SQL Server 2005 before installing ION Enterprise (ION Enterprise requires at least SQL Server service pack 2 to function as intended and at least service pack 3 to print Web Reporter reports on letter-sized paper). Install or Upgrade ION Enterprise The following sections outline installing and upgrading ION Enterprise. See Installing ION Enterprise, below, if you are performing a new installation or see Upgrading ION Enterprise on page 19 if you are upgrading an existing installation. Installing ION Enterprise Make sure your computer meets the requirements and guidelines outlined in the system requirements. Perform the ION Enterprise installation on the local server computer. Remote installation is not recommended. The ION Enterprise Installer installs certain Microsoft components. Refer to the Installer Help for a list of these prerequisite components. Perform the ION Enterprise installation on the local server computer; remote installation is not recommended. Review the Installation Process Some ION Enterprise components, features or options are dependent on others, and must be installed in the correct sequence: 1. Database Server (optional) 2. Primary Server 3. Secondary Server and/or Client (optional) During the installation of ION Enterprise, Internet Information Services (IIS) reboots. Communication with any websites hosted on the computer where you are installing ION Enterprise will be temporarily disrupted. Install ION Enterprise Database Server (Optional) To set up the ION Enterprise databases on a separate server on which you have installed and configured SQL Server 2005 Standard Edition: 1. If you have made any configuration changes to the operating system or SQL Server (i.e., installed a service pack or upgraded), reboot the computer before you install ION Enterprise. 2. Insert the ION Enterprise DVD in the DVD drive. The auto-start program begins. If the autorun dialog does not appear, use Windows Explorer to navigate to the DVD drive and double-click setup.exe Schneider Electric. All rights reserved. 17

18 3. If prompted, select the language in which you want to install ION Enterprise. 4. Select Run Setup > Install Server > Database Server. 5. Follow the steps as directed by the installation wizard. If you need more information regarding any screen in the wizard, click Help. ION Enterprise installs three databases, creates three login accounts, and adds numerous stored procedures to the databases attached to the ION Enterprise SQL Server instance. A SQL Server login is automatically set up on the database server s SQL Server instance, named ION by default. This login has sysadmin permissions to this SQL Server instance only. This login is used by all ION Enterprise components. Install ION Enterprise Primary Server If you plan to use the SQL Server 2005 Express that is installed by the ION Enterprise Installer, make sure the Task Scheduler service is started before you begin the ION Enterprise installation. 1. If you have made any configuration changes to the operating system or SQL Server (i.e., installed a service pack or upgraded), reboot the computer before you install ION Enterprise. If you are performing the primary server installation of a distributed system, ensure the primary server has network access to the database server. 2. Insert the ION Enterprise DVD in the DVD drive. The auto-start program begins. If the autorun dialog does not appear, use Windows Explorer to navigate to the DVD drive and double-click setup.exe. 3. If prompted, select the language in which you want to install ION Enterprise. 4. Select Run Setup > Install Server > Primary Server. 5. Follow the steps as directed by the installation wizard. If you need more information regarding any screen in the wizard, click Help. Install ION Enterprise Clients (Optional) The ION Enterprise server computer must exist on the Local Area Network (LAN). Use Windows Explorer to navigate to the ION Enterprise server. Make sure the ION-Ent fileshare is visible on this server. Ensure File and Printer Sharing for Microsoft Networks in the LAN properties on the Primary Server is checked; otherwise the client machine will not be able to access the ION-Ent fileshare on the primary server. 1. Review the system requirements for client computers and make sure the client computers meet the requirements. 2. Follow the same guidelines for computer name and drive partitions, as indicated in Server Naming and Partition Guidelines on page Schneider Electric. All rights reserved.

19 3. Make sure the Primary Server s share folder ( ION-Ent ) permissions are set to Full Control for the client username or group. 4. If you have made any configuration changes to the operating system or SQL Server (i.e., installed a service pack or upgraded), reboot the computer before you install ION Enterprise. 5. Insert the ION Enterprise DVD in the DVD drive. The auto-start program begins. If the autorun dialog does not appear, use Windows Explorer to navigate to the DVD drive and double-click setup.exe. 6. If prompted, select the language in which you want to install ION Enterprise. 7. Select Run Setup > Install Client, then follow steps as directed by the installation wizard. Select which Primary Server to connect to when prompted. If you need more information regarding any screen in the wizard, click Help. IMPORTANT ION Enterprise 5.6 and later versions use.net Remoting (a component of the Microsoft.NET framework) to exchange real-time data between the server and client machines. The server and client computers are identified by their full computer name the name of the machine with the domain appended (e.g., MyComputerName.MyCompanyDomainName.com). Contact Technical Support if you encounter problems displaying real-time data on your client computers. Install ION Enterprise Service Packs (if available) Follow the instructions below to install any available service packs (if required). Installing from the DVD Service packs (if available) are located in the ServicePack folder of your ION Enterprise installation DVD. 1. Start Windows Explorer, then select your DVD drive. 2. Locate and open the ServicePack folder. 3. Double-click the.exe file of the service pack you want to install. 4. Follow the directions in the installation wizard. Download version Alternatively, you can download service packs from Upgrading ION Enterprise If you are performing a new installation, see Installing ION Enterprise on page 17. During the upgrade, the ION Enterprise 6.0 Installer creates the new installation folder hierarchy, then copies and pastes all the configuration files and customizations from the previous version. The installer then installs all the new software components and files, without overwriting the custom files that were copied from the previous version Schneider Electric. All rights reserved. 19

20 For diagnostic purposes, all registry entries from previous ION Enterprise versions are preserved after the upgrade the setup log file contains a list of registry settings that were copied from the previous version. All custom registry settings are applied to the new installation. Custom Virtual Processor and Log Inserter services are also preserved. Depending on the size of your database and the number of devices in your network, it can take a significant amount of time to update the ION Enterprise databases after the upgrade. During this time, data presented in ION Enterprise will be incomplete. Recommended Upgrade Scenarios The instructions in the following sections apply to these upgrade scenarios: Upgrading from ION Enterprise 5.6 Service Pack 2 (using either SQL Server 2005 Standard or Express) to ION Enterprise 6.0 on the same computer. If you want to upgrade from ION Enterprise 5.6 or ION Enterprise 5.6 Service Pack 1, first upgrade to ION Enterprise 5.6 Service Pack 2 then follow the instructions in the following sections. Upgrading from ION Enterprise 5.5 Service Pack 2 (using SQL Server 2005 Standard or Express, or MSDE (Microsoft Data Engine)) on the same computer. For any other upgrade scenarios (such as upgrading from ION Enterprise 5.5 Service Pack 2 using SQL Server 2000, upgrading from a version of ION Enterprise not listed, or performing an upgrade by migrating to a new server), contact Technical Support before performing the upgrade. To determine the version of ION Enterprise that you have installed, select Help > About in Management Console. Step 1: Upgrade System Hardware and Software Before you upgrade, make sure that the minimum hardware and software requirements for running ION Enterprise are still met, and upgrade your system if necessary. Step 2: Back Up Information Before upgrading, back up the..\config and..\database folders in your ION Enterprise directory (e.g., copy them to another folder on your network or to a removable storage device). To copy the..\database folder, you must first stop SQL Server services related to ION Enterprise (i.e., SQL Server (ION)). Backup any custom Windows Registry settings you have made in relation to ION Enterprise since these may not be preserved during the upgrade. If you are upgrading from MSDE (Microsoft Data Engine) to SQL Server 2005 Express with Advanced Services, make note of any changes you have made to the scheduled tasks in Database Manager for the ION Enterprise databases these changes are not preserved during the upgrade. After you finish upgrading ION Enterprise, you will need re-enter those changes to the scheduled tasks in Database Manager Schneider Electric. All rights reserved.

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