Metasys Database Manager Installation Instructions Code No. LIT Software Release 8.0 Issued June 2016

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1 Code No. LIT Software Release 8.0 Issued June 2016 Refer to the QuickLIT website for the most up-to-date version of this document. Document Introduction...2 Summary of Changes...2 Metasys Database Manager Overview...2 Metasys Database Manager Workflow...2 Installing Metasys Database Manager...3 Troubleshooting...6 Related Documentation...6 1

2 Document Introduction This document describes how to install and upgrade the Metasys Database Manager. Summary of Changes The following information is new or revised: Added upgrade instructions for a new computer with existing databases in Metasys Database Manager Workflow. Updated installation screen captures in Installing Metasys Database Manager. Updated Related Documentation for new software installation instructions. Metasys Database Manager Overview The Metasys Database Manager helps you manage and monitor Metasys databases on an Application and Data Server (ADS), an Extended Application and Data Server (ADX), or an Open Data Server (ODS). In this document, ADS/ADX includes the ADS-Lite, unless noted otherwise. Once the Metasys Database Manager is installed, an icon ( ) appears in the task bar. This icon changes color depending on the status of your databases and allows you to access the database management and monitoring capabilities of the software. The Metasys Database Manager works with all supported versions of Microsoft SQL Server software and manages Metasys and Advanced Reporting System databases. You can use the Metasys Database Manager in conjunction with or as a substitute for SQL Server software native database tools to manage Metasys system databases. Note: We do not offer instructions for how to use SQL Server software native database tools to manage Metasys system databases. For those instructions, contact your IT department. See Metasys Database Manager Workflow for information on when to install Metasys Database Manager software. Metasys Database Manager Workflow Note the following considerations related to installation: Before you install the Metasys Database Manager, make sure that SQL Server software is installed. For a new installation of Release 8.0 ADS/ADX or ODS software, install the Metasys Database Manager after you install the ADS/ADX or ODS software. For an upgrade installation of Release 8.0 ADS/ADX or ODS software on the same computer using the same SQL Server software: 1. Back up the historical databases for the older release of ADS/ADX or ODS software. 2. Uninstall the older ADS/ADX or ODS software. 3. Install Release 8.0 of the ADS/ADX or ODS software. 4. Install Release 8.0 of the Metasys Database Manager. For an upgrade installation of Release 8.0 ADS/ADX or ODS software on a new computer using the existing databases from the old computer: 1. Back up the historical databases for the older release of ADS/ADX or ODS software. 2. Move the historical and security databases from the old computer to the new computer. 3. Install the Metasys Database Manager on the new computer. 4. Restore the historical databases to the new computer using the Metasys Database Manager. 5. Install the Release 8.0 ADS/ADX or ODS on the new computer. Refer to the Metasys Server Installation and Upgrade Instructions Wizard (LIT ), the Metasys Server Lite Installation and Upgrade Instructions Wizard (LIT ), or the ODS Installation and Upgrade Instructions Wizard (LIT ) for more information on how to use the Metasys Database Manager for your specific upgrade scenario. For split ADX configurations, install the Metasys Database Manager on the database server computer. 2

3 Installing Metasys Database Manager Table 1: Metasys Database Manager Installation Steps 1. Start Insert the ADS/ADX or ODS disk. 2. Figure 1: Welcome Window Browse to the MDM folder and double-click setup.exe. The installation program checks that you have all prerequisites installed. If you are missing a prerequisite, cancel the installation sequence and install the required software. Click Next. 3. Figure 2: Destination Folder Window If desired, click Change to install the Metasys Database Manager in a location other than the default. Click Next. 3

4 Table 1: Metasys Database Manager Installation Steps 4. Figure 3: Database Server Window The MDM data server name populates with the name or instance of the SQL Server software you are using. If you have more than one SQL Server instance installed, use the drop-down list box to select the instance used with the ADS/ADX or ODS. Under Connect using, click one of the following options: Windows authentication credentials of current user: Click this option to log in to SQL Server using the name and password of the user currently logged in to the Windows operating system (OS). Server authentication using the Login ID and password below: Click this option to use a SQL Server sa login ID and password. Click Next. 5. Figure 4: Ready to Install the Program Window Click Install. When the MDM configuration requirement dialog box appears (Figure 5), click Yes. Figure 5: MDM Configuration Requirement Box 4

5 Table 1: Metasys Database Manager Installation Steps 6. Figure 6: Installation Complete Window Click Finish. 7. Done The installation is complete. If you are upgrading to a new release, refer back to the Metasys Server Installation and Upgrade Instructions Wizard (LIT ), the ADS-Lite Installation and Upgrade Instructions Wizard (LIT ), or the ODS Installation and Upgrade Instructions Wizard (LIT ) for the next step in the upgrade scenario. For details on using the Metasys Database Manager, refer to the Metasys Database Manager Help (LIT ). 5

6 Troubleshooting Errors during the installation process write to the MDMInstallLog.htm log file in this location: C:\Users\<username>\AppData\Local Note: <username> represents the name of the installing user. Table 2: Metasys Database Manager Installation Troubleshooting Problem Solution You are performing an upgrade and are unsure of when to install the Metasys Database Manager. Release 5.2 and later contain database changes that are applied after historical databases are restored. If you have existing databases and are installing the Release 5.2 or later ADS/ADX or ODS, see Metasys Database Manager Workflow in this document. Refer to the Metasys Server Installation and Upgrade Instructions Wizard (LIT ), the Metasys Server Lite Installation and Upgrade Instructions Wizard (LIT ), or the ODS Installation and Upgrade Instructions Wizard (LIT ) for information on when to install and use the Metasys Database Manager during your specific upgrade scenario. If you install the Metasys Database Manager before the ADS/ADX or ODS, a database error appears: There was an error connecting to the target database. This behavior is expected. The databases monitored by the Metasys Database Manager are not created until you install the ADS/ADX or ODS. Related Documentation Table 3 shows documentation related to the Metasys Database Manager. Table 3: Related Documentation For Information On See Document Installing or Upgrading an ADS/ADX and When to Install or Use the Metasys Database Manager during an Upgrade Installing or Upgrading an ADS-Lite and When to Install or Use the Metasys Database Manager during an Upgrade Installing or Upgrading an ODS and When to Install or Use the Metasys Database Manager during an Upgrade Metasys Server Installation and Upgrade Instructions Wizard (LIT ) Metasys Server Lite Installation and Upgrade Instructions Wizard (LIT ) 1 ODS Installation and Upgrade Instructions Wizard (LIT ) 1 Using Metasys Database Manager Metasys Database Manager Help (LIT ) 2 1 Use the wizard to generate instructions specific to your system. 2 This LIT number represents a print-friendly version of the Help. Building Efficiency 507 E. Michigan Street, Milwaukee, WI Metasys and Johnson Controls are registered trademarks of Johnson Controls, Inc. All other marks herein are the marks of their respective owners Johnson Controls, Inc. Published in U.S.A. 6

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