Powerlogic Ion Enterprise 6

Transcript

70002-0299-00 06/2009 PowerLogic™ ION Enterprise™ 6.0 Power management software Commissioning guide 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. 1 Clear Place the mouse cursor over the check box option, then click the mouse button1 so that the check mark is removed from the check box. Click Place the mouse cursor over the specified option or button, then press and release the mouse button. Double-click Place the mouse cursor over the specified option or button, then press and release the mouse button twice. Right-click Place the mouse cursor over the specified option or button, then press and release the right mouse button. Drag Hold down the mouse button while moving the mouse cursor to the appropriate location, then release the button. Enter Type the information, then press the Enter or Return key. Point Position the mouse pointer over a submenu or menu command. For example, point to the File menu. Press Press the specified key or key combination on your keyboard, for example, press CTRL+ALT+DEL. Select 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 Type the information. DO NOT press the Enter or Return key. “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. Contents Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Types of Installation . . . . . . . . . . . . . . . . . . . . . . . . . 7 Primary Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Database Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Secondary Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 7 8 8 Determine Your Network Needs . . . . . . . . . . . . . . . . 9 System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Prepare the Workstation . . . . . . . . . . . . . . . . . . . . . 9 Server Naming and Partition Guidelines . . . . . . . . . 10 Operating System Considerations . . . . . . . . . . . . . . 10 Server 2003 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Server 2008 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Windows XP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Windows Vista . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Installing ION Enterprise on a Virtual Machine . . . . . . . . . 10 10 11 11 11 ION Enterprise Administrator Server Permissions . . 12 Prepare the Primary Server . . . . . . . . . . . . . . . . . . 13 Firewall Configuration . . . . . . . . . . . . . . . . . . . . . . 13 SQL Server Configuration . . . . . . . . . . . . . . . . . . . 14 SQL Server 2005 Standard Edition Setup for ION Enterprise 15 Update All SQL Server Instances . . . . . . . . . . . . . . . . . . . . 17 Install or Upgrade ION Enterprise . . . . . . . . . . . . . 17 Installing ION Enterprise . . . . . . . . . . . . . . . . . . . . 17 Install ION Enterprise Database Server (Optional) . . . . . . . Install ION Enterprise Primary Server . . . . . . . . . . . . . . . . Install ION Enterprise Clients (Optional) . . . . . . . . . . . . . . Install ION Enterprise Service Packs (if available) . . . . . . . . 17 18 18 19 Upgrading ION Enterprise . . . . . . . . . . . . . . . . . . . 19 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 . . Step 7: Install Language Pack (optional) . . . . . . . . . . . . . . 20 20 21 21 21 22 22 Step 8: Update WebReach Bookmarks (optional) . . . . . . . . 22 Post Installation Procedures . . . . . . . . . . . . . . . . . 22 Check ION Enterprise Services . . . . . . . . . . . . . . . . . . . . . Create Local Primary Server Groups . . . . . . . . . . . . . . . . . Review ION Enterprise Database Manager . . . . . . . . . . . . Review Security Highlights . . . . . . . . . . . . . . . . . . . . . . . . Enabling WebReach or Web Reporter After Installation . . . 22 22 23 23 24 PowerLogic ION Enterprise 6.0 Commissioning Guide 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). NOTE 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 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. Types of Installation 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. © 2009 Schneider Electric. All rights reserved. DB 7 PowerLogic ION Enterprise 6.0 Commissioning Guide Client For a Client installation, you can specify which ION Enterprise programs you want to install on the 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. DB ION Enterprise Client Licensing One ION Enterprise Client License is required: 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 Servers Secondary Server installations are not common, 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. DB 8 © 2009 Schneider Electric. All rights reserved. PowerLogic ION Enterprise 6.0 Commissioning Guide Determine Your Network Needs 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. System Requirements Minimum system requirements are available in the System Requirements for PowerLogic ION Enterprise 6.0 document at www.powerlogic.com. 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. © 2009 Schneider Electric. All rights reserved. 9 PowerLogic ION Enterprise 6.0 Commissioning Guide 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: Partition1, 2 Size Description “System” (C:\) 15 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. “Application” (D:\) 25 GB 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. “Data” (E:\) 80 GB 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 The following sections outline considerations and settings that are specific to a particular operating system. Server 2003 There are no special considerations or settings for Microsoft Server 2003. Server 2008 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 10 © 2009 Schneider Electric. All rights reserved. PowerLogic ION Enterprise 6.0 Commissioning Guide 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 2008. Windows XP 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. Windows Vista 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. © 2009 Schneider Electric. All rights reserved. 11 PowerLogic ION Enterprise 6.0 Commissioning Guide 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. NOTE 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 ”) 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. 12 © 2009 Schneider Electric. All rights reserved. PowerLogic ION Enterprise 6.0 Commissioning Guide Prepare the Primary Server 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. NOTE 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. © 2009 Schneider Electric. All rights reserved. 13 PowerLogic ION Enterprise 6.0 Commissioning Guide TCP Ports for Device Communications Port Protocol Port Protocol 23 Telnet (used for meter diagnostics) 7701 Modbus RTU 25 SMTP (required for email communications) 7800 EtherGate simultaneously through available COM ports 502 Modbus TCP 7801 EtherGate through the meter’s COM1 3721 Ethernet access for the 3720 ACM meter 7802 EtherGate through the meter’s COM2/COM4 7700 ION 7803 EtherGate through the meter’s COM3 NOTE Some networks may contain devices that require the use of alternate ports (e.g., third-party Ethernet gateway devices). Other Required Ports Port 13666 Purpose 13670 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. 13668 This port is used when the ION Enterprise system contains a Secondary Server. 1433 Microsoft SQL Server uses this port.1 1434 Microsoft SQL Monitor uses this port to identify named database instances. 3389 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. 57777 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 1433. 2 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. NOTE 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 12. 14 © 2009 Schneider Electric. All rights reserved. PowerLogic ION Enterprise 6.0 Commissioning Guide 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 NOTE 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 2005. © 2009 Schneider Electric. All rights reserved. 15 PowerLogic ION Enterprise 6.0 Commissioning Guide NOTE 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). NOTE 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”. 16 © 2009 Schneider Electric. All rights reserved. PowerLogic ION Enterprise 6.0 Commissioning Guide 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) NOTE 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. © 2009 Schneider Electric. All rights reserved. 17 PowerLogic ION Enterprise 6.0 Commissioning Guide 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 NOTE 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) NOTE 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. 18 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 10. © 2009 Schneider Electric. All rights reserved. PowerLogic ION Enterprise 6.0 Commissioning Guide 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 www.powerlogic.com. 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. © 2009 Schneider Electric. All rights reserved. 19 PowerLogic ION Enterprise 6.0 Commissioning Guide 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. NOTE 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. 20 © 2009 Schneider Electric. All rights reserved. PowerLogic ION Enterprise 6.0 Commissioning Guide You can save your custom shortcuts from a previous ION Enterprise installation. Custom arguments can be used for automatic logon or to open a specific Vista diagram upon startup. Copy the custom shortcuts to a safe location before upgrading. Then after the upgrade, you can copy them back. Step 3: Update and Upgrade SQL Server Update All SQL Server 2005 Standard Edition Instances Apply the latest SQL Server service pack from Microsoft to all instances of SQL Server in your network before upgrading 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). Upgrade SQL Server 2005 Express To upgrade from SQL Server 2005 Express or MSDE (Microsoft Data Engine) to SQL Server 2005 Express with Advanced Services Service Pack 3 (including Reporting Services, required for Web Reporter), click Upgrade Express on the “Select the Installation Type” screen of the ION Enterprise Installer before you upgrade ION Enterprise. NOTE Do not click Cancel during the SQL Server 2005 upgrade process. This can cause problems with the installation that will require the assistance of Technical Support to resolve. Step 4: Reboot your Computer If you have made any configuration changes to the operating system or SQL Server (i.e., installed a service pack or upgraded), reboot your computer before you upgrade ION Enterprise. Step 5: Upgrade ION Enterprise After you have performed the tasks in the previous sections, click Upgrade on the “Select the Installation Type” screen of the ION Enterprise Installer to upgrade ION Enterprise. If you need more information regarding any screen in the wizard, click Help. NOTE If you are using a Database Server, upgrade it before you upgrade the Primary Server. If you are using a Secondary Server or Client computer, upgrade these after you upgrade the Primary Server. © 2009 Schneider Electric. All rights reserved. 21 PowerLogic ION Enterprise 6.0 Commissioning Guide Step 6: Run the ION Power Quality Aggregation Service In order to generate Power Quality reports in Web Reporter on power quality data collected prior to the upgrade, you need to manually run the ION Power Quality Aggregation Service on the pre-existing data. For instructions on running this service manually, see the “Running the ION Power Quality Aggregation Service Manually” topic in the Web Reporter section of the ION Enterprise Help. Step 7: Install Language Pack (optional) If a language pack is available and you want to install it, navigate to the language pack folder on the DVD or computer and double-click LANGPACK.msi. See the ION Enterprise Localization and Translation technical note for more information. Step 8: Update WebReach Bookmarks (optional) If you have bookmarks to WebReach on a computer other than the Primary Server, you need to update the bookmarks to point to http://ComputerName/Web rather than http://ComputerName/ION (where ComputerName is the server’s computer name or IP address). Post Installation Procedures Perform the following procedures after you install ION Enterprise. Check ION Enterprise Services Open the Windows Services dialog and ensure that all the necessary ION Enterprise services are started. See “The ION Enterprise Services” topic in the ION Enterprise Help for more information. Create Local Primary Server Groups Create the following Microsoft Windows local user groups on the ION Enterprise Primary Server and grant access as follows: Access to ION Enterprise\SYSTEM Group Name Access to ION Enterprise\CONFIG ION Enterprise_Administrators Full Control Full Control ION Enterprise_Users Read Change NOTE The LocalSystem account must belong to the ION Enterprise Administrators group; the LocalSystem account requires read/write access to the system and config directories in order to run the ION Enterprise services. 22 © 2009 Schneider Electric. All rights reserved. PowerLogic ION Enterprise 6.0 Commissioning Guide Review ION Enterprise Database Manager Database Manager has preconfigured schedules for performing archives (disabled by default), backups, and trims on your ION Enterprise databases. Review these schedules and make any modifications that you require. You can also configure alarming to notify you when you are reaching your database or hard disk space limits. Refer to the Database Manager section in the online ION Enterprise Help for more information. Review Security Highlights This section outlines specific security considerations after the ION Enterprise installation. Default passwords for SQL Server The default user identification and password for some of the database accounts need to be preserved for the proper operation of ION Enterprise. Contact Technical Support for details before you attempt to modify user IDs and passwords. NTFS and Share permissions on the ION Enterprise directory All share permissions are automatically set to “Read” permissions for the “Everyone” group; this includes the ION Enterprise share (ION-Ent). Change the ION-Ent share permission to Read/Write for users (ION Enterprise Clients) who need to modify files, such as Vista diagrams. ION Enterprise software security Two software user accounts are created by default when ION Enterprise is first installed: “guest” and “supervisor”. The default password is “0” (zero) for both users. These accounts have an access level of Supervisor (the highest level with full access). The ION administrator should use User Manager to delete these accounts or change the password for both accounts before deploying the ION Enterprise system to users. Refer to the Management Console Tools > User Manager section of the online ION Enterprise Help for more information. ION Enterprise services ION Enterprise services run under the Local System account, by default. You can change the “Log On As” attribute of a service by specifying the account and password. This is done from the Log On tab when viewing the properties of that service. The “Log On As” account must have read/write permissions in the ION Enterprise network. Restrict WebReach /ION virtual root access (optional) If you do not want users to be able to access WebReach without authentication, you can restrict access to the /ION virtual root to the primary server only. For more information, contact Technical Support. © 2009 Schneider Electric. All rights reserved. 23 PowerLogic ION Enterprise 6.0 Commissioning Guide Enabling WebReach or Web Reporter After Installation WebReach WebReach is automatically installed if the ION Enterprise Installer detects IIS on the computer. If you want to install WebReach after the primary installation of ION Enterprise, see the WebReach section of the online ION Enterprise Help for information. Web Reporter Web Reporter is automatically installed and Microsoft SQL Server Reporting Services is configured by the ION Enterprise Installer if it detects Reporting Services on the Primary Server. If you want to configure Web Reporter after the primary installation of ION Enterprise: 1. 24 Use Add or Remove Programs and your SQL Server installation media to add Reporting Services to the Microsoft SQL Server installation (IIS needs to be installed before you can install Reporting Services). 2. Reboot the computer. 3. Select ION Enterprise in Add or Remove Programs, click Change, select Modify in the ION Enterprise Installer, then click Next. Reporting Services is configured and the default report packs are installed. © 2009 Schneider Electric. All rights reserved. PowerLogic™ ION Enterprise™ Commissioning guide For further assistance please contact us at: Schneider Electric Power Monitoring and Control 2195 Keating Cross Road Saanichton, BC Canada V8M 2A5 Tel: 1-250-652-7100 295 Tech Park Drive, Suite 100 Lavergne, TN 37086 USA Tel: 1-615-287-3400 Electropole (38 EQI) 31, rue Pierre Mendès France F - 38050 Grenoble Cédex 9 Tel : + 33 (0) 4 76 57 60 60 Getting technical support: Contact your local Schneider Electric sales representative for assistance or go to the www.powerlogic.com website. ION, ION Enterprise, Modbus, Modicon, Power Measurement, PowerLogic and Schneider Electric are either trademarks or registered trademarks of Schneider Electric in France, the USA and other countries. All other trademarks are property of their respective owners. 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. 70000-0299-00 © 2009 Schneider Electric. All rights reserved. 06/2009