ION EEM 3.8 Server Preparation

PREREQUISITE GUIDE JUNE 21, 2006 ION EEM 3.8 Server Preparation This document details the server configuration required for an ION EEM installation. This document can and should be used by the your company s IT group to ensure its stages and steps are in full compliance with their policies, procedures and security practices. Please read this entire Server Preparation prerequisite guide before you implement its instructions. In this document Introduction................................................ 2 Before you begin...................................................... 2 Recommendations..................................................... 2 Stage 1: Software components.................................. 3 Stage 2: Base System Configuration.............................. 4 Step 1: Update Device Drivers and Storage (SCSI Controller) Firmware....... 4 Step 2: SCSI RAID Volumes and Partitions................................ 4 Step 3: Define Windows 2003 Server Roles................................ 5 Step 4: Install Microsoft Message Queuing................................ 8 Step 5: Configure System Pagefile........................................ 9 Step 6: Apply Latest Windows Updates.................................. 10 Step 7: Configure Windows Event Logs.................................. 10 Step 8: Configure Dundas.NET Framework Security...................... 10 Step 9: Configure Internet Explorer Security Settings...................... 12 Stage 3: SQL Server 2000..................................... 13 Step 1: Verify Authentication Mode..................................... 13 Step 2: Verify Service Pack 4 is installed................................. 13 Step 3: Install and Configure Microsoft SQL Server 2000................... 13 Step 4: Install SQL Server Service Pack(s)................................ 14 Electrical equipment should be installed, operated, serviced, and maintained only by qualified personnel. No responsibility is assumed by Schneider Electric for any consequences arising out of the use of this material. 2006 Schneider Electric. All rights reserved. www.powerlogic.com Stage 4: Post ION EEM Installer Configuration..................... 15 Step 1: Set Database Container Size..................................... 15 Step 2: Plan Database Backup and Maintenance Strategy................... 16 CONTROLLED DISTRIBUTION

Introduction ION EEM 3.8 Server Preparation Introduction This ION EEM 3.8 Server Preparation document describes the procedures you should follow to prepare your server(s) for the installation of ION EEM 3.8. The focus is getting your basic system installed and operational. NOTE This Prerequisite Guide is for experienced users who wish to prepare and configure their own ION EEM server. Fully commissioned ION EEM servers are also available. Please contact your designated ION EEM Application Engineer for details. Unless otherwise stated, all instructions presented in this Guide are for the Microsoft Windows Server 2003 platform. Additional information is provided for the Windows 2000 Server and Advanced Server operating systems. The section entitled Before You Begin provides a summary of the stages detailed in this document. It is divided into three stages, each requiring a number of steps to complete before moving on. Before you begin Please read the entire document before you implement its instructions. Understanding the stages and steps and knowing what step to follow makes commissioning your ION EEM server that much easier. Furthermore, it is important to know what you require for the server(s) and client workstations alike. Stage 1: Software components on page 3 outlines the software components required for commissioning your ION EEM server. Note that ION EEM is not compatible with Microsoft.NET Framework v2.0. Stage 2: Base System Configuration on page 4 is concerned with the specific configuration of your operating system before ION EEM installation, such as the OS SCSI RAID Volumes and Partitions, Message Queuing Services, and Microsoft SQL Server 2000 SP4 with mixed mode authentication. Stage 3: SQL Server 2000 on page 13 details the authentication and/or installation and configuration of Microsoft SQL Server 2000 and its associated service packs. Stage 4: Post ION EEM Installer Configuration on page 15 outlines a few additional steps that must be performed after the ION EEM installer has completed its work. Recommendations Schneider Electric recommends that all ION EEM sites have a VPN connection. This allows remote site access for the Schneider Electric Release Management team and/or your application engineer for troubleshooting and commissioning purposes. Page 2 2006 Schneider Electric. All rights reserved.

ION EEM 3.8 Server Preparation Stage 1: Software components Stage 1: Software components CAUTION ION EEM is not compatible with Microsoft.NET Framework v2.0. The table below outlines the software components required for commissioning your ION EEM server. Component OS Requirements Windows 2003 Server Internet Explorer 6.0 1 OS Components Microsoft.NET Framework 1.1 1 Internet Information Systems with ASP.NET (IIS) Microsoft Message Queuing (MSMQ) 3rd Party Software SQL Server 2000 SP4 with Mixed Mode Authentication Reporting Services 1 Installed by default with OS 2006 Schneider Electric. All rights reserved. Page 3

Stage 2: Base System Configuration ION EEM 3.8 Server Preparation Stage 2: Base System Configuration ION EEM depends on Microsoft technology and requires specific configuration of the Operating System before installing ION EEM components, including: SCSI RAID Volumes and Partitions Installing Message Queuing Services Microsoft SQL Server 2000 SP4 with mixed mode authentication. If the server has a pre-installed operating system Schneider Electric recommends a review of the configuration before deploying ION EEM. Step 1: Update Device Drivers and Storage (SCSI Controller) Firmware Install the latest versions of device drivers as per the manufacturer's recommendations. Ensure the drivers match the operating system you are using, including: 1. Firmware updates (this task should be preformed following your onsite application engineer s recommendations) 2. NIC drivers 3. Hard disc drive controller firmware 4. Video card drivers 5. Modem and auxiliary communications card drivers. Step 2: SCSI RAID Volumes and Partitions The Schneider Electric EAS group strongly recommends using RAID 1 for the operating system volume and either RAID 5 (for very small databases i.e.: smaller than 1024MB) or RAID 10 / 1+0 for data volumes. Application performance and redundancy are optimum under these specified types of RAID configurations. Contact your application engineer for creation of optimum RAID volumes and partitions. Page 4 2006 Schneider Electric. All rights reserved.

ION EEM 3.8 Server Preparation Step 3: Define Windows 2003 Server Roles Step 3: Define Windows 2003 Server Roles Server roles must be defined in Windows 2003 Server. Ensure that the respective servers are configured with the following applicable roles: Role Requirement Note Application Terminal Server Mandatory for IIS and ASP.NET Recommended for Remote Administration Access At minimum, IIS must be installed with ASP.NET and Active Server pages enabled. Licensing will need to be setup. Install Internet Information Systems with ASP.NET (IIS) 1. Click Start > Settings > Control Panel and open Administrative Tools. 2. Open the 'Configure Your Server Wizard' and click Next on the first screen. 2006 Schneider Electric. All rights reserved. Page 5

Step 3: Define Windows 2003 Server Roles ION EEM 3.8 Server Preparation 3. Click 'Next' on the following screen. 4. Highlight 'Application Server (IIS, ASP.NET)' and click 'Next'. Page 6 2006 Schneider Electric. All rights reserved.

ION EEM 3.8 Server Preparation Step 3: Define Windows 2003 Server Roles 5. Check the 'Enable ASP.NET' check box and click 'Next'. 6. You should now be on the Summary page of the Wizard. Confirm your selections and click 'Next'. 2006 Schneider Electric. All rights reserved. Page 7

Step 4: Install Microsoft Message Queuing ION EEM 3.8 Server Preparation 7. Installation will begin. Use following directory for CD: \\swdatastore\files\applications\microsoft\operating Systems\Windows 2003 R2 Standard\cd1\I386. 8. Click Finish. Step 4: Install Microsoft Message Queuing Several key ION EEM services rely on Microsoft Message Queuing to control the flow of data into and throughout the ION EEM system. Message queuing is a required component for all ION EEM installations. For Windows 2003, install Message Queuing as follows: 1. Click on Start > Settings > Control Panel. Page 8 2006 Schneider Electric. All rights reserved.

ION EEM 3.8 Server Preparation Step 5: Configure System Pagefile 2. Select Add or Remove Programs > Add/Remove Windows programs. 3. Select Application Server and click on the [Details ] button. 4. Select and check Message Queuing. 5. Click on the [Details ] button for Message Queuing and uncheck the Active Directory Integration option, leaving only Common checked. 6. Click the [OK] button for each window until you return to the Windows Components Wizard. 7. Click [Next] to complete the Wizard. 8. Click [Finish] to close the Wizard. Message Queuing Storage Location Message queuing can consume a lot of hard disk space in larger systems, and this subsystem benefits from drives with fast read/write characteristics. By default, message queuing is installed to the same drive on which the OS is installed. The message queuing storage location can and should be changed to a drive with adequate space (several GB in large systems), and does benefit if placed on a partition that is configured for RAID1 or RAID1+0. If you require recommendations on the location for MSMQ please contact your onsite application engineer for assistance. Steps to Modify Message Queue Storage Location: 1. Start ' Settings ' Control Panel ' Administrative Tools ' Computer Management. 2. Expand Services and Applications ' (Right Click) Message Queuing. 3. Select Properties. 4. Define new locations for Message Queuing files. Step 5: Configure System Pagefile The location and size of the operating system pagefile is important as system size increases. Optimization of hard disk reads and writes must be considered. It is strongly recommended that for large systems, the pagefile be placed on its own volume with its own I/O channel. For smaller systems, this may not be feasible given the hardware available. If you are unfamiliar with how to change or create a system page file please contact your application engineer for assistance. To configure system pagefile: 1. (Right Click) My Computer ' Properties ' Select 'Advanced' tab. 2. In Performance panel click [Settings] ' Select 'Advanced' tab. 3. In Performance virtual memory panel click [Change]. 2006 Schneider Electric. All rights reserved. Page 9

Step 6: Apply Latest Windows Updates ION EEM 3.8 Server Preparation 4. Alter settings as desired. Step 6: Apply Latest Windows Updates Install necessary operating system service packs and security updates for Windows 2003 Server. The standard practice for our software installations is to use the latest service pack and updates available from Microsoft: (http://v4.windowsupdate.microsoft.com/en/default.asp). NOTE Your company or IT department may have specific requirements for acceptable service packs. To apply the Latest Windows Updates: 1. Open Internet Explorer and select Tools > Windows Update. 2. If prompted, allow the installation of the Windows Update tool. Select and install the appropriate updates. 3. After reboot, check Windows update to verify that all valid updates have been applied. Some updates only become available once others have been installed. Step 7: Configure Windows Event Logs The Windows Event Logs are key sources of information for troubleshooting ION EEM and its components as ION EEM writes to the Windows Application Event Log. To ensure there is enough information to help identify trouble spots, the Event Logs should be extended to contain as much information as possible. Update the maximum Event Log size and write property as follows: 1. Start > Settings > Control Panel > Administrative Tools. 2. Open Computer Management. 3. Expand System Tools > Expand Event Viewer. 4. Right mouse click on Application (Event Log) and select Properties. 5. In the Log Size section, set the Maximum log size to 4096KB or greater. 6. Select the "Overwrite events as needed" option. 7. Click [OK]. 8. Repeat Steps 4 to 6 for the System (Event Log). Step 8: Configure Dundas.NET Framework Security NOTE This is required for every client workstation using Interactive Charting. ION EEM 3.8 provides interactive charting functionality. Page 10 2006 Schneider Electric. All rights reserved.

ION EEM 3.8 Server Preparation Step 8: Configure Dundas.NET Framework Security Part A: Enable interactive charting 1. Close any browser windows that may be open. These changes will not take affect in any open session. 2. Navigate to Control Panel ' Administration Tools. 3. Open "Microsoft.Net Framework 1.1 Configuration". 4. Navigate to "My Computer ' Runtime Security Policy ' Machine ' Code Groups ' All_Code". 5. Right-click the "All Code" icon and select the 'New' option. 6. In the Create Code Group window, enter the name "TRUST_IONEEM" and the description "Code Group that enables execution of the code that allows a user to select objects in the Dundas interactive charts." 7. Click 'next'. In the condition type area, select SITE from the drop down. A 'site name' text box will appear. Enter the server name in the text box area. NOTE The Site option enables trust for a server. This means that all code originating from the server will be trusted. If this is not acceptable you may instead use the URL option. 8. Click Next. In the Assign a Permission Set window, make sure that the 'Full Trust' Permission set is shown in the option drop-down. 9. Click Next, and click Finish. 10. Right click the newly-created TRUST_IONEEM group, and click Properties. 11. Make sure that, in the general tab, the first option box is checked. This is the option that starts "This policy level will only ". Leave the other option box unchecked. 12. Click Apply, then OK. Part B: Set the ION EEM site as a trusted resource NOTE The steps may not be exactly as outlined below as this depends on your OS and IE versions. 1. Open Internet Explorer. 2. Go to Tools > Internet Options. 3. Select the Security tab. 4. Click on the Local Intranet icon. 5. Click on the "Sites" button. 6. Click on the "Advanced" button. 7. Type in the URL for the ION EEM site the "Add this Web Site to the zone" box. For example "http://autumn/ioneem/" 8. Click on the "Add" button. 2006 Schneider Electric. All rights reserved. Page 11

Step 9: Configure Internet Explorer Security Settings ION EEM 3.8 Server Preparation 9. Click "OK". Step 9: Configure Internet Explorer Security Settings Set the Security settings in Internet Explorer to Medium instead of High. Also check that you are using Internet Explorer version 6. ION EEM will not work with earlier versions of Internet Explorer. Part A: Change the Security Settings: 1. Go to Tools > Internet Options. 2. Select the Security tab. 3. Select Local Intranet. 4. Click on Custom Level button. 5. Select the security to be Medium. 6. Click Apply and OK. Part B: Allow Popups for ION EEM url ION EEM uses popup dialog windows for selecting the date/time ranges and for its source selector. If you are using popup blockers you must configure them to allow popups for your ION EEM url. To configure Pop-up blockers open Internet Explorer and Navigate to Tools > Pop up blockers, or Internet Options > Privacy Tab. Page 12 2006 Schneider Electric. All rights reserved.

ION EEM 3.8 Server Preparation Stage 3: SQL Server 2000 Stage 3: SQL Server 2000 ION EEM also depends on Microsoft SQL Server 2000 with Service Pack 4 or above. If the software has been already installed, check to ensure that SQL Server has mixed mode authentication enabled. Step 1: Verify Authentication Mode 1. Open Enterprise Manager. 2. Right click on the SQL Server instance that the databases will be installed under and select properties. 3. Select the Security tab. 4. Check the radio button for SQL Server and Windows Authentication. 5. Click OK Step 2: Verify Service Pack 4 is installed 1. Open Enterprise Manager. 2. Right click on the SQL Server instance that the databases will be installed under and select properties. 3. View the Product version on the General tab. 4. Click OK. Step 3: Install and Configure Microsoft SQL Server 2000 Install SQL Server 2000 Standard or Enterprise Edition and apply the latest service packs. Under Windows 2003 Server, you will receive a warning message when installing a version of SQL Server 2000 that is below SP2. Continue with the installation and be sure to apply the latest SQL Server service pack. In addition to the intuitive choices presented in the installation wizard, ensure the following options are selected: 1. Use the local system account to run the service. 2. Use mixed mode authentication, and change the 'sa' password to a value besides a blank password (e.g. 'IONisgreat!'). Record this password for later use. 3. Choose the licensing method that was purchased by the customer. The options are: Per processor license and choose the number of processors that are physically installed in the server. Per seat license and choose the number of devices. 2006 Schneider Electric. All rights reserved. Page 13

Step 4: Install SQL Server Service Pack(s) ION EEM 3.8 Server Preparation 4. Ensure that the SQL Server application components are installed on the partition that you intend run SQL Server on (e.g. Program Files on one partition, data files on another). Step 4: Install SQL Server Service Pack(s) NOTE Installing the service pack requires that you reboot your system. Ensure the latest service packs for SQL Server 2000 are applied after the installation of SQL Server 2000. ION EEM requires SQL Server with SP4. They can be downloaded from http://www.microsoft.com/sql/. Page 14 2006 Schneider Electric. All rights reserved.

ION EEM 3.8 Server Preparation Stage 4: Post ION EEM Installer Configuration Stage 4: Post ION EEM Installer Configuration This section outlines a few additional steps that must be performed after the ION EEM installer has completed its work. Step 1: Set Database Container Size In very large systems with containers reaching into the hundreds of gigabytes of storage a pre-size operation can take several hours. Your Application Engineer will need to change the initial size of the ION_EEMData database. The database size should be set to the maximum expected container size while ensuring there is at least 20% of free disk space on the hard drive. For recommendations contact your designated application engineer. Instructions to Set Database Container Size 1. Open SQL Enterprise Manager. 2. Expand the list of Database. 3. Right click on ION_EEMData and select properties. 4. Select the Data Files tab. 5. Modify Space Allocated (MB) to the expected database container size. 2006 Schneider Electric. All rights reserved. Page 15

Step 2: Plan Database Backup and Maintenance Strategy ION EEM 3.8 Server Preparation 6. Click OK. Step 2: Plan Database Backup and Maintenance Strategy Although your company database systems may each have their backup and recovery strategies, it is recommended that you implement a comprehensive backup strategy for your ION EEM database. Contact your application engineer for more details. Page 16 2006 Schneider Electric. All rights reserved.