technical bulletin UltraSite32 Network Installation Guidelines This technical bulletin provides instructions to support users who wish to install UltraSite32 on a LAN or WAN, with multiple client machines using a shared database from a network server. It also covers how to update UltraSite32 to a new version on an existing network installation, and how to convert databases from old standalone copies of UltraSite32 for use with UltraSite32 Network. Overview There are two ways UltraSite32 can be installed and used in the field: stand-alone, and network. To best describe how a network installation operates, it is best to describe both methods of installation and compare the two. Stand-Alone vs. Network Installation The most common way UltraSite is used is in a stand-alone installation. A stand-alone configuration consists of a single PC that interacts with one or more CPC-controlled sites through a modem, a direct connection, or an Ethernet network connection. During stand-alone operation, UltraSite32 interacts with other controllers by building a database on the PC. This database stores the updated information from the controllers and allows UltraSite to present this data to you on the screen and through reports. Stand-alone installations are useful for single users who are connecting to CPC sites remotely to troubleshoot or to update or upgrade controllers. Network installations are used when a site has multiple PCs running UltraSite32 that wish to use the same database. In a network installation, a single PC, designated as the server, houses a single database that is used by all connected on-site PCs (called clients). All clients read from and write to the database on this server. As a result, all client PCs share the same site data. No matter which client PC is used, the user will be able to view real-time status and perform other UltraSite32 functions (such as resetting alarms, performing manual overrides, etc.). A common example of a network install would be in a technical support center with multiple touchscreen computers running UltraSite32. The Network Installation Process UltraSite32 is ordered and distributed in both UltraSite32 Stand Alone and UltraSite32 Network packages, typically purchased on a CD or downloaded from the Emerson Climate Technologies website. To begin using UltraSite32 in Network mode, begin by installing UltraSite32 Network on the PC that will act as the server. Then, for each client machine, run the installation program from the server to install UltraSite32 on the client. NOTE: Do not install the UltraSite32 Stand Alone diskettes on any PC that is going to be a client or a server on your PC network. Installing UltraSite32 on the Server (Windows 95/98/NT/Server 2005/Server 2008/Vista/Windows 7) 1. Open the UltraSite32 Network pacakge on the server PC by either double-clicking the downloaded package, or else inserting the CD into the PC s CD-ROM drive and running setup.exe. 2. When the Welcome dialog box appears, close all applications that are currently open on the server PC. When finished, click the Next button. Document Part #026-2503 Rev 1 16-MAR-2010 Page 1 of 5
3. Read and accept the terms of the UltraSite32 end-user license agreement by clicking the I accept radio button. Click Next to continue. 4. In the Customer Information dialog box, enter your username and the company you work for. Click Next to continue. 5. The Setup Type dialog will prompt you for the type of setup you wish to use, as well as the folder location that the program data will be copied to. Choose Typical as the installation type. The default (and recommended) program directory path is C:\Program Files\UltraSite32; if a different directory is desired, click Browse and select the desired directory path. When finished, click Next. 6. The Select Path for Network Database dialog will prompt you for the directory location you wish to use for the shared network database. The default is C:\USDBSERV. If you are upgrading an existing network installation, select the directory where the current network database is located. Do NOT select a directory under C:\Program Files for the user data directory. Important! The installation directory you choose must be a shared directory accessible from any machine on the network. The directory s security settings must allow read/write access to all users. If you aren t sure if your directory is shared and read/writable, consult your network administrator. 7. The Select Path for Local UltraSite Database will prompt you for the directory location of the database you wish to use when operating UltraSite32 on this PC in stand-alone mode. If upgrading a previous network Document Part #026-2503 Rev 1 16-MAR-2010 Page 2 of 5
installation of UltraSite32, select the directory where the local database is currently located. If not upgrading, the installer will create a blank ultra32.mdb file in the selected directory for use in stand-alone mode. Do NOT select a directory under C:\Program Files for the user data directory. Click Next to continue. 8. The Ready To Install The Program dialog will give you the opportunity to click Back and double-check all installation settings. When ready to install, click the Install button. 9. UltraSite will begin copying files to the destination directory. 10. When finished, if UltraSite32 prompts you to reboot the PC, allow the PC to reboot to complete installation. Upgrading The Database Before Use Once the network version of UltraSite32 has been installed, if using an MDB file that was used by a version of UltraSite before the one that has just been installed, it must be upgraded. Double-click the UltraSite Network DB Convertor shortcut. This shortcut is created on the desktop on the PC from which the Network installation was launched. Double-clicking this shortcut does not start UltraSite32 it starts the database upgrade process, which in some cases will take 1-2 hours to complete. If the database is being upgraded from a version before 4.81, refer to Technical Bulletin 026-4127, Advisory for Installers of E2 2.81/UltraSite32 4.81 and above for important information regarding the database upgrade. Installing UltraSite32 on a Client Machine NOTE FOR ADMINISTRATORS The process of upgrading a network database using this method can take as long as 1-2 hours. During this time it may appear as if the task has hung, and UltraSite32 may report it is Not Responding. Allow time for UltraSite32 to complete the upgrade task. If you suspect the upgrade is not working, observe the hard drive light on the PC that holds the database - if it is indicating drive activity, the upgrade is most likely still progressing. Upgrading an Existing Client Install If you are upgrading an older version of an UltraSite32 network install, all that is required to upgrade a client PC that already has the old client version of UltraSite32 installed is to launch UltraSite32 in network mode. UltraSite32 will automatically determine the network has been upgraded, and will upgrade the client PC. Installing a New Instance of UltraSite32 on a Client Machine Client machines do NOT use the standard UltraSite32 installation package. Once the network server has UltraSite32 installed, clients must run setup.exe from the network server s shared database directory (specified Document Part #026-2503 Rev 1 16-MAR-2010 Page 3 of 5
in step 6 of The Network Installation Process on page 1). Running the installation program from the server automatically links the client s version of UltraSite32 to the common database on the server. 1. Log on to the client PC (if necessary). 2. Using Windows Explorer, click on Network Neighborhood and locate the server machine name on the network tree. 3. Double-click the machine name, and locate the folder on the server to which the network shared database was installed in step 6 of UltraSite32 was installed (specified in step 6 of The Network Installation Process on page 1). When you find this folder, double-click it so that its contents are shown in the right pane of the Windows Explorer window. Note If the server s UltraSite32 directory is not visible, it might be because the server s drive or directory is not set up as shared on the network. Consult your network administrator for help with setting up sharing. 4. Locate the file or icon labeled setup.exe. Double-click this icon to begin UltraSite32 client installation. 5. When the Welcome dialog box appears, close all applications that are currently open on the server PC. When finished, click the Next button. 6. Read and accept the terms of the UltraSite32 end-user license agreement by clicking the I accept radio button. Click Next to continue. 7. In the Customer Information dialog box, enter your username and the company you work for. Click Next to continue. 8. The Setup Type dialog will prompt you for the type of setup you wish to use, as well as the folder location that the program data will be copied to. Choose Typical as the installation type. The default (and recom- Document Part #026-2503 Rev 1 16-MAR-2010 Page 4 of 5
mended) program directory path is C:\Program Files\UltraSite32; if a different directory is desired, click Browse and select the desired directory path. When finished, click Next. 9. The Select Path for Network Database dialog will prompt you for the directory location you wish to use for the shared network database. The default should be the location of the database selected during step 6 of The Network Installation Process on page 1. You should not need to change this directory from its default value, but if necessary, click Browse and navigate to the network database directory. Click Next when finished. 10. The UltraSite32 Setup Type dialog box gives you the option of either a Typical or a Custom installation. Click the Typical button, then click Next to continue. 11. The Ready To Install The Program dialog will give you the opportunity to click Back and double-check all installation settings. When ready to install, click the Install button to copy files and complete the installation. Document Part #026-2503 Rev 1 16-MAR-2010 Page 5 of 5