Paradigm Installation Guide. With Epos 4.1 Data Management. EarthStudy 360 Echos Explorer GeoDepth GeoSec 2D Probe SeisEarth

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1 .2 Installation Guide EarthStudy 360 Echos Explorer GeoDepth GeoSec 2D Probe SeisEarth SKUA StratEarth Stratimagic Vanguard VoxelGeo WAM

2 Paradigm Ltd. or its affiliates and subsidiaries. All rights reserved. The information in this document is subject to change without notice and should not be construed as a commitment by Paradigm Ltd. or its affiliates and subsidiaries (collectively, "Paradigm"). Paradigm assumes no responsibility for any errors that may appear in this document. The Copyright Act of the United States, Title 17 of the United States Code, Section 501 prohibits the reproduction or transmission of Paradigm s copyrighted material in any form or by any means, electronic or mechanical, including photocopying and recording, or by any information storage and retrieval system without permission in writing from Paradigm. Violators of this statute will be subject to civil and possible criminal liability. The infringing activity will be enjoined and the infringing articles will be impounded. Violators will be personally liable for Paradigm s actual damages and any additional profits of the infringer, or statutory damages in the amount of up to $150,000 per infringement. Paradigm will also seek all costs and attorney fees. In addition, any person who infringes this copyright willfully and for the purpose of commercial advantage or private financial gain, or by the reproduction or distribution of one or more copies of a copyrighted work with a total retail value of over $1,000 shall be punished under the criminal laws of the United States of America, including fines and possible imprisonment. The following are trademarks or registered trademarks of Paradigm Ltd. or its affiliates and subsidiaries (collectively, "Paradigm") in the United States or in other countries: Paradigm, Paradigm logo, and/or other Paradigm products referenced herein. For a complete list of Paradigm trademarks, visit our Web site at All other company or product names are the trademarks or registered trademarks of their respective holders. Alea and Jacta software under license from TOTAL. All rights reserved. Some components or processes may be licensed under one or more of U.S. Patent Numbers 5,570,106; 5,615,171; 6,765,570; and 6,690,820. Some components or processes are patented by Paradigm and/or one or more of its affiliates under U.S. Patent Numbers 5,563,949; 5,629,904; 5,838,564; 5,892,732; 5,930,730; 6,055,482; 6,092,026; 6,430,508; 6,819,628; 6,820,043; 6,859,734; 6,873,913; 7,095,677; 7,123,258; 7,295,929; 7,295,930; 7,328,139; 7,561,922; 7,584,056; 7,711,532; and 7,844,402. In addition, there may be patent protection in other foreign jurisdictions for these and other Paradigm products. All rights not expressly granted are reserved. Third-party software notices are located at

3 Contents 1 Introduction Overview Media Products Additional Product Information Documentation Epos Infrastructure Overview Selecting a License Server Host Selecting Server and Client Machines Selecting Installation Directories Upgrading from Epos 3.0 or Epos Overview Upgrading a Site from Epos 4.0 to Epos Upgrade Techniques Reuse PNS Segment Migrate PNS Settings Move Study Registrations Copy Epos Data Restore Epos Data Recommended Upgrade Workflow Stand-Alone Networked Windows Caveats Upgrading a Site from Epos 3 TE to Epos Upgrading from Paradigm Overview Backwards Compatibility Upgrade Strategy System Requirements Overview Required Disk Space Selecting EposAdm and EposDB Users Selecting Database Directories Supported Platforms Installation Guide iii

4 System Requirements and Recommendations Additional Requirements for VoxelGeo Manual System Configuration Installation Overview Preparation Starting the Installer Setting Up Epos Users Setting Up Data Paths and Security Setting Up Segment Groups Next Steps Licensing Overview Choosing a License Location Checking the Maintenance Expiration Date in Your License File Installing a New License File Site Configuration Epos Applications Control Panel Epos Services Control Panel Running Paradigm 2011 Applications Running Paradigm 2011 Applications Gnome Desktop Setup Upgrading from Epos Upgrading from Epos 3 TE Configuring and Running Echos Completing the Installation and Configuration of Echos Running Echos Running Stratimagic Starting Stratimagic with the Paradigm Product Manager Selecting Your PNS Group Running Stratimagic Stand-Alone Running Stratimagic in the Epos Environment Starting Stratimagic from the Command Line Options for Running the Sm Stratimagic Runtime Scripts Accessing Epos Data iv Installation Guide

5 Backward Compatibility Configuring WAM Overview WAM Administrator Prerequisites Launching the WAM Configuration Script Miscellaneous Issues Setting Up the WAM <--> PNS Connection Licensing WAM Running the Tomcat/WAM Server Running WAM in the Epos Environment Configuring Epos Seismic Data Access Backward Compatibility A Configuring Linux Clusters Prerequisites Cluster System Minimum Hardware Requirements Cluster System Configuration Software Installation File System Configuration User Configuration B Configuring the Network on Linux Overview Verifying Network Configuration Resolving Static IP Address Resolving Dynamic IP Address (DHCP) Host Name Resolution Order Case Study - Laptop Network Configuration Using DHCP C Multipipe Usage Overview Systems with nvidia Graphics Configuration D Windows Installation Installation Configuration Heterogeneous Environments Installation Guide v

6 vi Installation Guide

7 1 Introduction This chapter describes the organization of the.2 Installation Guide, the media, and documentation that comes with the Paradigm package, and the products included. Review this guide and plan the installation carefully. Paradigm is a major release with a broad offering of new functionality and features so it is important to plan ahead. Overview The Installation Guide describes the procedures for installing the Paradigm application software and the Epos 4.1 infrastructure software, and configuring your system. It is intended for use by your system administrator or other personnel familiar with your local systems and network configuration. Paradigm is available to be installed under Microsoft Windows and/or under Red Hat Enterprise Linux. The installation process is very similar whichever the operating system and this Installation Guide applies to both. The information in this guide is organized as follows: Chapter 1, Introduction describes the contents of this document and the contents of your Paradigm package. Chapter 2, Epos Infrastructure provides a concise overview of the Epos 4.1 infrastructure to provide sufficient information for understanding the installation. Chapter 3, Upgrading from Epos 3.0 or Epos 4.0 contains essential information for planning how to upgrade to Epos 4.1 from previous versions of Epos. Chapter 3, Upgrading from Paradigm 2011 contains essential information for planning how to upgrade to Paradigm from previous versions of Paradigm Chapter 5, System Requirements describes the hardware and software requirements for the Paradigm software. Chapter 6, Installation explains the procedure for installing PNS 4.1, Shared Services, and the Paradigm application software, and provides information about further configuration. Installation Guide 1

8 Introduction Chapter 7, Licensing provides information about installing and managing the licensing software, and on registering and activating your Paradigm product licenses. Chapter 8, Site Configuration provides information about running the site configuration utility and other information about configuring the software. Chapter 9, Running Paradigm 2011 Applications describes how to run the base application software and verify the installation. Chapter 10, Configuring and Running Echos has additional information about configuring and running the Echos application software. Chapter 11, Running Stratimagic has additional information about configuring and running the Stratimagic application software. Chapter 12, Configuring WAM has additional information about configuring and running the WAM server and browser. Appendix A, Configuring Linux Clusters describes configuring the runtime environment to run Epos parallel applications on Linux clusters. Appendix B, Configuring the Network on Linux provides basic information on how to configure host name resolution on Linux operating systems. Appendix C, Multipipe Usage describes multipipe usage for running and displaying in multiple graphics device environments. Appendix D, Windows Installation describes the fundamental procedures for Epos 4.1 software installation, configuration, and data management to be performed by the end users when Windows is part of their software runtime environment. Media This section lists the media and documentation in your Paradigm package. If you find that your package is incomplete, ontact your Paradigm sales representative. The Paradigm installation packages are available for download from the Paradigm Customer Support website. You will find the following Windows and Linux software versions: Paradigm Applications for Linux Paradigm Services for Linux Paradigm Applications for Windows Paradigm Services for Windows Third-party data servers for Paradigm (available for Linux only) Products The installation for Paradigm includes the following products: EarthStudy 360 Probe Vanguard Echos SeisEarth VoxelGeo Explorer SKUA WAM 2 Installation Guide

9 Introduction GeoDepth StratEarth GeoSec 2D Stratimagic Additional Product Information Visit the Paradigm Customer Support website and register if you have not already done so. You may be entitled to download and install further Paradigm software depending on your license purchases. For all Paradigm products, Support Packs containing the latest bug fixes are available for download providing your license maintenance is current. If you have licenses for Geolog, note that Geolog is downloaded and installed separately, and can be used either stand-alone or sharing the Epos infrastructure and third-party services with the other Epos applications. SKUA and GOCAD may be installed stand-alone but the SKUA software is also installed as part of the Paradigm application suite. If you have a license for High-Performance Reservoir Risk Assessment (Jacta Cluster) and you want to run Jacta simulations on a cluster network, you need to install and configure a batch management system. If you have a license for 3D Restoration (Kine3D -3) and you want to run restoration simulations, you need to install and configure Code_Aster, an external application required to perform finite-element processing. If you have a license for Reservoir Simulation Link and you want to launch flow simulations from SKUA or GOCAD, you need to create a run configuration file. Documentation The following documentation is provided online and on the Paradigm Customer Support site (Download and Documentation tab):.2 Installation Guide (this document) - Provides detailed installation and system administration information for Paradigm Release Notes - Describes new features and problem fixes for Paradigm Third-Party Data Servers Installation Guide. High-Performance Reservoir Risk Assessment (Jacta Cluster) Configuration Guide - Explains how to install and configure a batch management system for running Jacta simulations in SKUA or GOCAD on a cluster network. Reservoir Simulation Link Configuration Guide - Explains how to create a run configuration file for launching flow simulations from Reservoir Simulation Link in SKUA or GOCAD. Installation Guide 3

10 Introduction 4 Installation Guide

11 2 Epos Infrastructure This chapter gives a broad overview of the Epos Infrastructure and introduces some terminology that is related. It should be read before installing the Paradigm software for the first time. A full description of the Epos Infrastructure is found in Help > Infrastructure > Epos Infrastructure. Overview The Epos Infrastructure supports the suite of Epos application software, providing the user with a common database, a common look and feel to applications, and with shared access to software licenses, data services, plotting, and utility programs. Epos provides for either single-user or shared access to Epos project databases, and allows for software running with any of the following system configurations: A stand-alone machine A heterogeneous network A high performance cluster Epos Users An Epos User is a virtual user account with a name in the Epos system. An OS user will be able to run licensed Epos applications after being assigned to an Epos User account. Each Epos User account may comprise one or more single OS user names, one or more OS group names, or a combination of these. Two special OS user accounts should normally be created and set apart for administering Epos. EposAdm User - The EposAdm User is the Epos Administrator who carries out the installation and owns the installation files and directories comprising the installation trees. A username such as eposadm or pgadm for the EposAdm User role is recommended. EposDB User - The EposDB user is the Epos Database Administrator who owns the files and directories in the Epos databases that are accessed indirectly (via data services). A username such as eposdb or pgdb for the EposDB User role is recommended. These two OS users will use the administrative utilities to manage the software, but do not run the application software. They are not normally assigned an Epos User account. Installation Guide 5

12 Epos Infrastructure On a stand-alone system, and typically also under Windows, a single OS user may be used for administering and running the software. For example: a laptop installation where a single OS user account installs the software, administers the database, and runs the software. This user will act as the EposAdm, EposDB, and the Epos User. An Epos Project is used to store and organize data. Each Epos Project has a Project Administrator. This is an Epos User who has permissions to manage the data in the project. Other Epos Users may be assigned full or limited access to the project data as required. The Epos Administrator must set up at least one Epos User before anyone starts using the software. This is done using the service configuration tool (Epos Services Control Panel) in the PNS 4.1 installation: <Services>/bin/pns_config. Selecting a License Server Host The Paradigm license server daemons are supported on the same platforms as the other Paradigm server software. A new version of the vendor daemon "prdm_geo" is provided with all Paradigm applications, including GOCAD, SKUA, and StratEarth replacing use of the "gocadlmd" daemon seen in previous releases. Backwards compatibility allows the Paradigm version of our license server to serve the previous versions of clients of both prdm_geo and gocadlmd products. Note You will need to request a license file from Paradigm. You can proceed with the installation and get the services running even before this file is available, but the application software cannot be run until the license file is installed and the license server is running. Selecting Server and Client Machines In a stand-alone installation, the Epos Services run on the same machine as the Paradigm applications, but in an enterprise installation, only selected server machine(s) will run the Epos Services, while the applications can potentially be run on any and all suitable workstations. 6 Installation Guide

13 Epos Infrastructure Note When separate systems are being used for applications and for services, any graphics requirements mentioned below apply only to application workstations. The Epos Database Servers are started and stopped on demand by the Paradigm Name Service daemon that runs on each Epos Server machine. On a stand-alone system, the database servers are run as daemon processes in the background. In an enterprise installation, be sure to select a machine with sufficient resources to serve all the application users under conditions of normal and high usage. Ideally, a dedicated machine (or virtual machine) is selected. It would be unwise to select a machine that is already configured to be an application workstation, an Oracle database server, or a file server. If a server machine is also to provide connectivity to third-party databases then it is essential for the selected server machine to also be equipped as a client machine for the third-party software i.e., able to launch the third-party software and access the third-party data. (At some sites therefore, it is advisable to select one server machine to be dedicated to hosting Epos databases and services, and then to select one workstation that can double as an Epos server but hosting only the Epos third-party services.) Selecting Installation Directories The Epos Application software (including GeoDepth, Echos, VoxelGeo, SeisEarth, StratEarth, Explorer, Probe, Vanguard, Stratimagic, SKUA and WAM) is installed into a directory called Paradigm /Applications and should be accessible to all user workstations. Note In the previous releases of Paradigm 2011, the applications and services were installed into directories called Epos41 and PNS41 respectively. As of Paradigm the installation directories are called Paradigm /Applications and Paradigm /Services. The Geolog and Sysdrill suites of applications are installed into their own top level directories (but they all share the same Epos 4.1 infrastructure software installation). On a Linux network, the Epos Application software should be on a shared disk accessible to all workstations. On Windows workstations the Epos Application software should be installed locally. In an enterprise environment you can select to share settings files among all workstations even though the application software is on the local disk. The Epos Infrastructure software (including the Epos Database server) is always installed into a directory called Paradigm /Services and needs only be accessible on the selected server machines. The OS user who owns the Paradigm /Applications and Paradigm /Services directories is referred to as the EposAdm user, or the Epos Administrator. Control Panel Utilities Two control panel utilities provide the Epos Administrator with all the tools needed to manage the Epos Infrastructure and application settings. These can be started outside of an Epos environment by running pns_config (for the Epos Services Control Panel) or PG_epos_config (for the Epos Applications Control Panel). For a full description of these utilities, see: Help > Installation and Configuration > Epos Applications Control Panel Help > Infrastructure > Paradigm Name Service (PNS) and Other Shared Services > PNS User Guide > Epos Services Control Panel Installation Guide 7

14 Epos Infrastructure Client/Server Architecture Epos provides a common working environment for individuals or teams across disciplines, and provides the links from the Paradigm applications to all databases. The software is designed according to a client/server architecture which supports multiple users accessing multiple projects over a network. Each Epos Project is registered on one server or another. Each nominated server machine must run the Paradigm Name Service (PNS) which keeps a registry of all the projects that are handled by that server. The Epos Applications are the clients, and the Epos Infrastructure provides the services. Some Epos Services are data servers providing the connection between Epos Applications and Epos Databases. Other Epos Services are utility servers providing commonly shared functionality to the Epos Applications other than data services. Seismic data handing is based on direct data access rather than client/server access. Certain application data is also directly accessed by applications. For example VoxelGeo may read and write.vol files directly without going through the Epos data servers. Data Paths By default, users may create Epos Projects anywhere on the file system that they have OS write permissions. The Epos Administrator may use the Epos Services Control Panel from pns_config to set up Data Paths to restrict the creation of Epos Project data to those particular paths. When a project is created it is always registered on an Epos Server Host where PNS is installed and is running. Epos Data Services The Paradigm Name Service (PNS) is a part of Epos that provides overall control of all server-side activity. When an application presents a user with a choice of projects, it is the PNS that provides the list. It allows access only to those projects that the user has permissions to see. The PNS service manages all other services; starting and stopping them on demand, and providing the environment for them to operate on Epos Server Hosts. A number of Epos Data Services are provided: Project/Survey Service (ps_db_server) - Used indirectly by every Epos application to manage all the major data objects that define a Project or a Survey. Interpretation Data Service (i_db_server) - Manages access to all interpretation data using a client-server architecture. It also manages access to Cultural data. Vertical Function Data Service (vf2_db_server) - Manages access to vertical functions, mute functions, and pencil data using a client-server architecture. Well Data Service (log_db_server) - Manages all well data including Well header information, Location and Deviation Logs, Check Shots, Wireline Logs, Well Picks and Zones, and all other kinds of well-based data. Culture Data Service (c_db_server) - Manages access to culture data. Corser Epos Seismic Service (cseis_db_server) - Serves Epos seismic data to WAM. Drilling Data Service (dds_server) - Manages access to drilling data. File Access Service (file_server) - Implements generic file management operations performed using client-server architecture. 8 Installation Guide

15 Epos Infrastructure GOCAD Epos Well Data Service (gocad_db_server) - Serves Well Data from GOCAD to Epos. Note For more details on these services, see Help > Infrastructure > Epos Infrastructure > Epos Software Architecture > Epos Services. These services are started and stopped by the Paradigm Name Server where the project is registered. In addition to Epos Data Servers, the following utility servers are available: Concurrency Service (lock_server) - Takes care of database locking and provides control of multi-user access. Event Service (event_server) - Responsible for channeling events among Epos 4.1 applications. Coordinate Systems Service (css_server) - Supports conversion between coordinate systems and units. Third-Party Databases In addition to providing Services for Epos Databases and applications, the Epos Infrastructure enables connectivity to Third-Party Databases, which are supplied by other exploration and production software vendors. These may be linked to Epos for access by Paradigm applications. For a full description of these utilities, their installations, and reference guides, see the PNS/Shared Services/ Third-Party Services help menu in <Services>/doc/pns_help_menu.pdf. Note Epos Server Hosts that are going to be used to connect to Third-Party Databases must already be valid client machines for those third-party systems. PNS Segments At a small site, a single server machine may be designated to run the PNS and all the Data Servers. At a larger site, several machines may be chosen to spread the load between multiple servers. On each PNS Server Host, the PNS server runs as three separate processes: The EposAdm administrator (controlling access to installation files). The EposDB database administrator (controlling access to database files). The EposDB database administrator to enable secure SSH access according to individual user permissions. Every PNS Server has its own separate Study Registry. Each Epos Project database is registered on exactly one PNS server. A PNS Segment is an explicitly specified group of PNS servers that exchange survey information. Note This is in contrast to Epos 3 where by default all PNS servers discover one another by network broadcast and share study information. The first PNS Segment at any site is created during the installation of the software. Additional PNS Segments may be introduced by the Epos Administrator. A natural use of PNS Segments would be to separate the Epos Projects used in two different departments within a company. At a small site or in a stand-alone installation, there is a single PNS Server comprising a single PNS Segment. It is only at larger sites that multiple PNS Servers may be running, grouped into one or more PNS Segments. However at a site where Epos applications are used on laptops that may be taken off Installation Guide 9

16 Epos Infrastructure the network, it is necessary to first have a PNS Segment comprising at least one PNS Server on the permanent network, and then have a single PNS Server comprising a single PNS Segment on each laptop. The Epos Administrator must set up Segment Groups before anyone starts using the software. If there is only one PNS Server, then setting up a single Segment Group is trivial. In more complex cases, the Segment Group is a list of PNS Servers, one from each on several PNS Segments. In other words, the administrator is allowing the users to connect to more than one PNS Segment at a time, and therefore to gain access to all the projects in all those segments. This is how a laptop user is assigned the option to connect to both the laptop single-pns segment and to the network segment at the same time, to access projects registered on each. A single NFS-mounted installation of the PNS software can support multiple PNS Servers (that may even belong to several different PNS Segments) running on different machines. All PNS servers in a PNS Segment work together to present users with unified access to all available surveys on all PNS machines. The PNS Servers in one PNS Segment share a common configuration directory. 10 Installation Guide

17 3 Upgrading from Epos 3.0 or Epos 4.0 This chapter is essential reading for administrators who are upgrading an Epos 3.0 or Epos 4.0 installation to Epos 4.1. Overview Epos 4.1 software implements numerous new features for its PNS and Epos Service components. The new functionality requires database upgrades for both PNS and Epos Service databases. As a result of this requirement, Epos 4.0 and Epos 4.1 software cannot interoperate. The existing Epos 4.0 data needs be adjusted to fit the new system requirements. Data model adjustment procedure is automatically performed by Epos Services when the database files are first accessed. This document describes Epos 4.0 to Epos 4.1 database upgrade scenarios relevant to the existing Epos 4.0 Rollup 3 software users. Upgrading a Site from Epos 4.0 to Epos 4.1 The Epos 4.1 software installs into different directories than Epos 4.0 so the two versions may be installed alongside one another (though note that the two versions have different operating system requirements). Furthermore there is no communication between Epos 4.0 and Epos 4.1 clients and servers so the two versions may be operated independently at the same time. However you cannot run both Epos 4.0 services and Epos 4.1 services on the same machine. Unlike previous upgrades, the Epos 4.0 to Epos 4.1 Database Upgrade is carried out automatically the first time that a database is opened in Epos 4.1. Upgraded databases cannot be downgraded from Epos 4.1 to Epos 4.0. The following technical constraints affect the options available to Epos 4.1 users when upgrading databases from Epos 4.0 Rollup 3: PNS 4.0 and PNS 4.1 cannot be run simultaneously on the same machine The same repository cannot be registered in PNS more than once (not even in PNS 4.0 and PNS 4.1) Installation Guide 11

18 Upgrading from Epos 3.0 or Epos 4.0 Upgraded databases can no longer be used by Epos 4.0 Epos Service components These restrictions dictate the database upgrade techniques supported by Paradigm. Upgrade Techniques The upgrade procedure requires careful planning to avoid data loss and minimize the system downtime. Epos 4.0 data should be backed up regardless of the upgrade technique chosen. Epos 4.1 administrators need to make the following system configuration choices: Reuse the existing PNS machine or allocate a new PNS machine for Epos 4.1 Reuse the existing Epos 4.0 data or duplicate it in the new system Sometimes, the configuration choices are dictated by the hardware restrictions. For example, laptop users can only reuse the same PNS machine. Also, disk space limitations may prevent the data duplication option. Bear in mind that an existing RHEL 4.x machine will not be able to run Epos 4.1 applications or services. Several upgrade methods are available to Epos 4.1 users as described in-depth in the following sections: PNS 4.0 database can be reused in place Some PNS 4.0 settings can be migrated to PNS 4.1 database PNS 4.0 study registrations may be moved to PNS 4.1 system Epos 4.0 data can be copied to Epos 4.1 system Backup of Epos 4.0 data can be restored in Epos 4.1 system Regardless of the upgrade method used, PNS and Epos Services in Epos 4.1 system automatically take care of data model adjustments when the repositories are first accessed. Reuse PNS Segment The existing PNS 4.0 segment data can be reused in place if PNS 4.1 is intended to run on the same host. If a segment is comprised by more than one host, all of them must run PNS 4.1 servers. It is mandatory to shut down all running PNS 4.0 and Epos Service processes before reusing the segment in place. The existing segment data must be backed up to allow for a fast fallback in case something goes wrong. To reuse the existing PNS 4.0 segment, users should point PNS 4.1 Segment Path to the existing PNS 4.0 segment data directory. This can be done either during PNS 4.1 installation or new segment creation procedures. When PNS 4.1 process starts using the existing PNS 4.0 segment databases, it performs automatic data model adjustments, so the databases can no longer be used by PNS 4.0 software. Successful database upgrade and PNS 4.1 startup should be verified in PNS log files. It is recommended to complete PNS 4.1 segment upgrade by adding the new information missing in PNS 4.0. This information includes Data Path, Data Path Permissions, Data Path Snapshots, and Database Administrators definitions. Once the segment configuration is complete, users may want to upgrade all the repositories from the segment hosts to Epos 4.1 data model. This procedure can be performed by using a command line <Applications>/bin/cli/PG_epos_start_services script. The script simply starts all the necessary services for projects, surveys and culture repositories, waits until the repositories are 12 Installation Guide

19 Upgrading from Epos 3.0 or Epos 4.0 updated and shuts the services down. It can be executed for a single study or for all projects, surveys and culture repositories registered on a PNS host. Migrate PNS Settings If PNS 4.0 and PNS 4.1 services are configured to run on different hosts, some data can be migrated to the new system to alleviate its configuration process. A special "Import Segment Settings" utility available in Segment Configuration application must be used to import segment settings. The utility allows for importing data from a running PNS 4.0 host as well as from a segment database file. The imported settings include the following types: Data paths Epos users Service owners Epos administrators Database creators The imported information can either be appended or replace the existing PNS 4.1 settings. Some types of information must be customized before the import takes place. Move Study Registrations Epos 4.1 Move Registration to Different Epos Server utility allows for selecting one or more source studies on PNS 4.0 host and moving their registrations to PNS 4.1 host. A PNS Group containing both 4.0 and 4.1 PNS hosts should be created and used to enable cross version registration move. Such PNS Group can only be used with utilities supporting cross-version operations. Both PNS 4.0 and PNS 4.1 servers need to be up and running to enable moving study registrations. The utility starts Epos 4.1 Services for the studies moved, so Epos databases are automatically upgraded to 4.1 data model before the utility terminates. Users can test data upgrade procedure before moving registrations to PNS 4.1. This procedure can be performed using a command line <Applications>/bin/cli/PG_epos_test_db_upgrade script. The script requires both PNS 4.0 and PNS 4.1 to be up and running. Database files registered on PNS 4.0 are copied to a temporary location and upgraded using facilities from PNS 4.1 installation. The same upgrade facilities are used by PNS 4.1 services on the original data. Therefore if the upgrade tests pass, there is a high probability for the real upgrade procedure to complete successfully. Contact Paradigm Support with the 6 information about the databases that failed the upgrade procedure tests. It is only necessary to provide database catalog files for investigating the reason for upgrade test failure. Copy Epos Data Epos 4.1 "Database Copy" utility allows for selecting one or more source studies on PNS 4.0 host and copying the data to PNS 4.1 host. A PNS Group containing both 4.0 and 4.1 PNS hosts should be created and used to enable cross version data copy. Such PNS Group can only be used with utilities supporting cross version operations. Both PNS 4.0 and PNS 4.1 servers need to be up and running to enable data copy. The utility starts Epos 4.1 Services after the data is copied, so Epos databases are automatically upgraded to 4.1 data model before the utility terminates. Installation Guide 13

20 Upgrading from Epos 3.0 or Epos 4.0 Restore Epos Data Epos 4.1 "Backup and Restore" utility allows for restoring data archives created in Epos 4.0 format. Both 4.0 and 4.1 header files are accepted in Restore File Selection dialog of the utility. Only PNS 4.1 server needs to be up and running to restore Epos 4.0 archive in Epos 4.1 system. The utility starts Epos 4.1 Services after the data is restored, so Epos databases are automatically upgraded to 4.1 data model before the utility terminates. Recommended Upgrade Workflow The workflow recommended by Paradigm depends on whether Epos is installed in a stand-alone or networked environment. Stand-alone environments assume single user (laptop or private workstations), while networked environments assume multiple users working with one or more instances of PNS and Epos Services. Stand-Alone Due to inability to run both PNS 4.0 and PNS 4.1 on the same machine at the same time, stand-alone environments must upgrade all data at once. The recommended procedure is to back up the existing PNS 4.0 segment data and reuse it in place for PNS 4.1 software. Stand-alone machines may not have the required disk space to store Epos 4.0 data backups locally. In that case, the backups should be stored on an attached storage or in the network. Paradigm recommends backing up Epos 4.0 data before moving to Epos 4.1 system. Networked Enterprise environments may choose to reuse PNS 4.0 database in place or set up a brand new PNS 4.1 database. Paradigm recommends performing Epos 4.1 software testing in a production environment using production data before proceeding with the commercial use of the new system. This necessitates setting up at least one dedicated PNS 4.1 host for the period of testing. The process of setting up the new configuration may be simplified by performing the migration of the existing PNS 4.0 settings to PNS 4.1 database. In addition, the new environment should be populated with data using Epos Data Copy or Epos Restore procedures. Paradigm recommends using Epos Restore to import data into Epos 4.1 system because it does not involve lockout on source studies like in Epos Data Copy. The data upgrade testing procedure should also include <Applications>/bin/cli/PG_epos_test_db_upgrade script execution on all the data to be migrated to Epos 4.1. If the upgrade tests pass, there is a high probability for the real upgrade procedure to complete successfully. The real upgrade procedure should never be attempted for databases that failed the upgrade test until Paradigm Support provides a solution for the upgrade failure. After the testing is completed, users may proceed to exploit the existing PNS 4.1 system by moving PNS 4.0 registrations, so the testing environment will become the production one. Alternatively, users may choose to reuse existing PNS 4.0 databases in place. Regardless of the upgrade choice, PNS 4.0 databases and Epos 4.0 data should be backed up to allow for fast fallback if something goes wrong. 14 Installation Guide

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