PowerLogic ION Enterprise 6.0

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9 Δεκ 2013 (πριν από 3 χρόνια και 6 μήνες)

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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
“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.
Clear
Place the mouse cursor over the check box option, then click the
mouse button
1
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.
Contents
Introduction . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
‹
Types of Installation . . . . . . . . . . . . . . . . . . . . . . . . . 7
Primary Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Database Server . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7
Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 8
Secondary Servers . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 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 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Server 2008 . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10
Windows XP . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Windows Vista . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 11
Installing ION Enterprise on a Virtual Machine . . . . . . . . . 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) . . . . . . . 17
Install ION Enterprise Primary Server . . . . . . . . . . . . . . . . 18
Install ION Enterprise Clients (Optional) . . . . . . . . . . . . . . 18
Install ION Enterprise Service Packs (if available) . . . . . . . . 19
‹
Upgrading ION Enterprise . . . . . . . . . . . . . . . . . . . 19
Step 1: Upgrade System Hardware and Software . . . . . . . 20
Step 2: Back Up Information . . . . . . . . . . . . . . . . . . . . . . . 20
Step 3: Update and Upgrade SQL Server . . . . . . . . . . . . . 21
Step 4: Reboot your Computer . . . . . . . . . . . . . . . . . . . . . 21
Step 5: Upgrade ION Enterprise . . . . . . . . . . . . . . . . . . . . 21
Step 6: Run the ION Power Quality Aggregation Service . . 22
Step 7: Install Language Pack (optional) . . . . . . . . . . . . . . 22
Step 8: Update WebReach Bookmarks (optional) . . . . . . . . 22
Post Installation Procedures . . . . . . . . . . . . . . . . . 22
Check ION Enterprise Services . . . . . . . . . . . . . . . . . . . . . 22
Create Local Primary Server Groups . . . . . . . . . . . . . . . . . 22
Review ION Enterprise Database Manager . . . . . . . . . . . . 23
Review Security Highlights . . . . . . . . . . . . . . . . . . . . . . . . 23
Enabling WebReach or Web Reporter After Installation . . . 24
PowerLogic ION Enterprise 6.0 Commissioning Guide
© 2009 Schneider Electric. All rights reserved. 7
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).
N
OTE
This ION Enterprise Commissioning Guide is for users who want to prepare
and configure their own ION Enterprise server. Services personnel and fully-
commissioned 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.
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.
DB
DB
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© 2009 Schneider Electric. All rights reserved.
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.
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
DB
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© 2009 Schneider Electric. All rights reserved. 9
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.
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© 2009 Schneider Electric. All rights reserved.
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:
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
Partition
1, 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.
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© 2009 Schneider Electric. All rights reserved. 11
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.
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© 2009 Schneider Electric. All rights reserved.
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.
N
OTE
If the ION Enterprise databases are ho sted 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 <service name>”) 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.
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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.
N
OTE
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.
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© 2009 Schneider Electric. All rights reserved.
TCP Ports for Device Communications
N
OTE
Some networks may contain devices that require the use of alternate ports
(e.g., third-party Ethernet gateway devices).
Other Required Ports
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.
N
OTE
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 Enterp rise Administrator Server Permissions”
on page 12.
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
Port Purpose
13666
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.
13670
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
PowerLogic ION Enterprise 6.0 Commissioning Guide
© 2009 Schneider Electric. All rights reserved. 15
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
N
OTE
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.
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© 2009 Schneider Electric. All rights reserved.
N
OTE
If you are installing SQL Server 2005 Standard Edition on Windows Server
2008, it is recommended that you chan ge 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).
N
OTE
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”.
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© 2009 Schneider Electric. All rights reserved. 17
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)
N
OTE
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.
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© 2009 Schneider Electric. All rights reserved.
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
N
OTE
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)
N
OTE
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.
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.
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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.
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20
© 2009 Schneider Electric. All rights reserved.
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.
N
OTE
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.
PowerLogic ION Enterprise 6.0 Commissioning Guide
© 2009 Schneider Electric. All rights reserved. 21
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.
N
OTE
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.
N
OTE
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.
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22
© 2009 Schneider Electric. All rights reserved.
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:
N
OTE
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.
Group Name
Access to
ION Enterprise\SYSTEM
Access to
ION Enterprise\CONFIG
ION Enterprise_Administrators
Full Control
Full Control
ION Enterprise_Users
Read
Change
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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.
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© 2009 Schneider Electric. All rights reserved.
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.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.
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