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PowerLogic™ ION Enterprise™ 6.0
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press CTRL+ALT+DEL. Place the mouse cursor over the check box option. then press and release the right mouse button. then click the mouse button.Notices This section describes the symbols used in this guide. Danger This alerts you to things that may cause serious injury to a person. point to the File menu. Position the mouse pointer over a submenu or menu command. Place the mouse cursor over the specified option or button. Place the mouse cursor over the specified option or button. then press and release the mouse button twice. For example. Place the mouse cursor over the specified option or button. a selected radio button is marked with a dot. Caution This alerts you to things that may cause loss of data. Only qualified. Place the mouse pointer over the specified option or check box. for example. Press the specified key or key combination on your keyboard. then click the mouse button1 so that the check mark is removed from the check box. Hold down the mouse button while moving the mouse cursor to the appropriate location. Type the information. damage to your computer or your devices. . Documentation Conventions This section describes the terms used to describe common methods or procedures used throughout this guide. Type the information. DO NOT press the Enter or Return key. A selected check box receives a check mark. Clear Click Double-click Right-click Drag Enter Point Press Select Type 1 “Mouse button” means the primary mouse button (left. then press and release the mouse button. This configuration can be switched for accessibility. while “right mouse button” means the secondary mouse button. then press the Enter or Return key. Note A note provides you with additional information that you might want to consider. then release the button. properly trained personnel should perform these procedures. by default).
. . . . Windows XP . . . . . . . . . . 7 Primary Server . . . . . . . . . . . . . . . . . . . . . . . . . . . Step 2: Back Up Information . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 Installing ION Enterprise . . . . . . . . . . . . Database Server . . . . . . . . . . 12 Prepare the Primary Server . . . . . . . . . . . . . . . Step 7: Install Language Pack (optional) . . . . . . 17 Install ION Enterprise Database Server (Optional) . 9 Server Naming and Partition Guidelines . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 9 Prepare the Workstation . . . . . . . . . . . . Installing ION Enterprise on a Virtual Machine . . . . . . . . . . . . . . . . . . . . 10 Operating System Considerations . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 13 SQL Server Configuration . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 17 18 18 19 20 20 21 21 21 22 22 Upgrading ION Enterprise . . . . . . . . . Install ION Enterprise Service Packs (if available) . . . . . . . . . . . . . . . . . Server 2008 . . . . . . . . . . . . . 14 SQL Server 2005 Standard Edition Setup for ION Enterprise 15 Update All SQL Server Instances . . . . . . . . . . . . . . . . . . . . . . . . 13 Firewall Configuration . . .Contents Introduction . . . . . . . . . . . . 7 7 8 8 Determine Your Network Needs . . . . . Install ION Enterprise Clients (Optional) . . . . . . . 19 . . . . . . . . . . . . . . . . 10 10 11 11 11 ION Enterprise Administrator Server Permissions . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 7 Types of Installation . . . . . . . . . . . . 9 System Requirements . . . . . . . . . . . . . . . . . . . . . . . . . Step 4: Reboot your Computer . Step 6: Run the ION Power Quality Aggregation Service . . . . . . . . . . . . . . . . . . . . . . . . . Step 3: Update and Upgrade SQL Server . . . . . . . . . . . Step 5: Upgrade ION Enterprise . . . . 17 Install or Upgrade ION Enterprise . . . . . . . . . . . Step 1: Upgrade System Hardware and Software . . Install ION Enterprise Primary Server . . . Client . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Windows Vista . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . 10 Server 2003 . . . . Secondary Servers . . . . . . . . . . .
. . . . . . . . Review Security Highlights . . . . 22 22 23 23 24 . . . . . . . . . . . . . . . . . 22 Post Installation Procedures . . . . . . . . . . . . . . Review ION Enterprise Database Manager . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . . Create Local Primary Server Groups . . . . . . . . . . . 22 Check ION Enterprise Services . . . . . . . . . Enabling WebReach or Web Reporter After Installation . .Step 8: Update WebReach Bookmarks (optional) . . . . . . .
. 7 . A typical ION Enterprise system consists of a computer or network of computers running ION Enterprise software.PowerLogic ION Enterprise 6. you must first complete the Database Server installation before installing the ION Enterprise Primary Server on your network. All rights reserved. on a remote computer hosting Microsoft SQL Server 2005). DB Database Server You can set up the ION Enterprise database using an existing SQL database in your network (e. It stores the system configuration and serves logged data to Client computers. Terminal Server connections are supported if your Primary Server machine is set up with Terminal Services.0 Commissioning Guide Introduction This guide contains information to help you plan.g. Primary Server Each ION Enterprise network has one Primary Server. data storage and interaction with networked devices. see the Technical Documentation folder on the ION Enterprise installation DVD. and one or more networks of devices (such as basic energy meters. NOTE This ION Enterprise Commissioning Guide is for users who want to prepare and configure their own ION Enterprise server. DB © 2009 Schneider Electric. The Primary Server can host the ION Enterprise databases. what’s new or using the optional OPC Server Assistant). incorporating best practices and factory-recommended procedures to reduce the need for ongoing support and improve the reliability of your installation. design and build your PowerLogic™ ION Enterprise™ system. and typically aggregates data from all Secondary Servers (if they exist). multi-function monitoring/analysis/ control devices. Services personnel and fullycommissioned ION Enterprise servers are also available — please contact Schneider Electric for details. For this network configuration. where one computer handles all the functions. and/or intelligent relays). Types of Installation The simplest type of ION Enterprise installation is a standalone Primary Server. Additional Information For additional information on installing and commissioning ION Enterprise (for example.
0 Commissioning Guide Client For a Client installation. Client Types To determine what type of Client licenses you need. Most or all of the processing functions occur at the ION Enterprise Client computer. 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. as well as reporting and system configuration. while data management and access is controlled by the Primary Server. For example. A Client computer connects to the Primary Server to access network system data for display. This applies to each Terminal Server or Remote Desktop Connection. . Secondary Servers Secondary Server installations are not common. Terminal Services Client or Remote Desktop Connection: These clients use a different computer to connect to the Primary Server. and are used only in exceptional circumstances. DB 8 © 2009 Schneider Electric. the clients can then use the ION Enterprise programs installed on the Primary Server.PowerLogic ION Enterprise 6. After establishing a connection. list your ION Enterprise users or user groups and determine what support is needed for each. Contact Technical Support if you require a Secondary Server. analysis and control functions. No other programs are needed. For each ION Enterprise Client computer where the ION Enterprise programs are installed locally. an intermediary Secondary Server may be required when you have a large number of devices that use software-based logging. but runs ION Enterprise programs installed on the local client computer. you can specify which ION Enterprise programs you want to install on the Client computer. 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. 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. Secondary Server installations require advanced network configuration. All rights reserved.
Consider also a tape backup mechanism and UPS (uninterruptible power supply) system for your server. such as an Ethernet communications port. Database Requirements ION Enterprise requires either SQL Server 2005 Standard Edition or SQL Server 2005 Express. Secondary Server Requirements Secondary server hardware and software requirements vary according to different customer application needs.PowerLogic ION Enterprise 6.com. In addition to the different types and quantities of devices you plan to add to the ION Enterprise network.powerlogic. consider also the amount of data storage required. 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. However. System Requirements Minimum system requirements are available in the System Requirements for PowerLogic ION Enterprise 6. The server should be equipped with a DVD drive and other standard hardware. ION Enterprise can install SQL Server 2005 Express on the Primary Server. SQL Server 2005 Express has database size limitations (4 GB). and automatically set up the ION Enterprise databases on that 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. All rights reserved. For larger database requirements. For heavy data logging and retrieval requirements. consider setting up a separate Database Server for storing ION Enterprise data.0 Commissioning Guide Determine Your Network Needs ION Enterprise is fully scalable. See “SQL Server Configuration” on page 14.0 document at www. so make allowances for future expansion when selecting the Primary Server computer. Install a high-speed graphics adapter and use a 17” or larger monitor to view the ION Enterprise interface. © 2009 Schneider Electric. 9 . Contact Technical Support for assistance when selecting the Secondary server computer.
2. This serves only as an example — make adjustments to fit your needs: Partition1. 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: \*+=|:. This partition should have enough free space for operating system upgrades and defragmentation tasks. Example The following example shows how a Primary Server with two physical hard drives (40 GB. Contains database files only. Server 2008 It is recommended that your turn off User Account Control (UAC). All rights reserved. Operating System Considerations The following sections outline considerations and settings that are specific to a particular operating system. assigning a letter for the first character in the computer name. Assign a computer name for the server. Since this is not a system partition. ensure that “Password protected sharing” in Control Panel > Network and Sharing Center is set to 10 © 2009 Schneider Electric. Select a computer name that conforms to Windows conventions. Certain components of ION Enterprise may not function correctly if UAC is left on. 80 GB) can be partitioned. Contains ION Enterprise programs and other third-party applications. use Disk Management (in the Computer Management console) to remap the DVD drive to another drive letter. Server 2003 There are no special considerations or settings for Microsoft Server 2003. Partition the computer’s hard drive. 2 “System” (C:\) “Application” (D:\) “Data” (E:\) Size 15 GB Description Contains the operating system and all the Windows system files.PowerLogic ION Enterprise 6. . assign the “Data” partition to the entire second physical hard drive. use only letters and numbers._ For compatibility reasons. you can increase its size when a new physical drive is added. If you plan to use Server 2008 in a distributed system. if required. 25 GB 80 GB 1 2 All partitions are NTFS file system type If necessary. Since databases can grow significantly over time.<>?.0 Commissioning Guide Server Naming and Partition Guidelines 1. Separating the operating system from data storage is a precautionary step to help preserve data in case the operating system becomes unstable.
0 Commissioning Guide OFF on the Primary Server before you install ION Enterprise on a Secondary Server or Client computer. Follow the guidelines in “Operating System Considerations” on page 10 for the operating system installed on the virtual machine. ION Enterprise requires network connectivity to communicate with client machines and devices. The ION DDE Service does not function because the required NetDDE service is not a component of Microsoft Server 2008. 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). please note the following considerations: Follow the virtualization best practices described by VMware. The ION DDE Service does not function because the required NetDDE service is not a component of Microsoft Windows Vista. “Download unsigned ActiveX controls” and “Display Mixed Content” in the Local Sites Security Settings in Internet Explorer.PowerLogic ION Enterprise 6. ION Services may not restart when the computer comes out of Sleep Mode. 11 . The ION Enterprise Installer gives you the option to disable Simple File Sharing. the host machine must have a physical serial port that can be dedicated to the virtual machine. The virtual machine. and with SQL Server in a distributed system. you must enable “Download signed ActiveX controls”. Windows XP If the workstation where you are installing ION Enterprise is part of a workgroup rather than a domain. Turn off Sleep Mode. Certain components of ION Enterprise may not function correctly if UAC is left on. either before you install ION Enterprise or during the installation. © 2009 Schneider Electric. Installing ION Enterprise on a Virtual Machine If you install ION Enterprise on a virtual machine. All rights reserved. Simple File Sharing must be disabled in order for Web Reporter report pack to be installed. If you do not disable Simple File Sharing. not the host machine. must meet the minimum system requirements. Follow the guidelines in “Server Naming and Partition Guidelines” on page 10 for partitioning the virtual machine’s hard drive. To view waveforms in WebReach on Microsoft Server 2008. To set up a direct serial connection.
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. SQL Server (ION)) for problem solving and troubleshooting. customizing. Start/stop/modify other Windows services. The administrative functions of the ION administrator include: Install/uninstall software: Install software upgrades and service packs. update operating system components. manual backup.0 Commissioning Guide ION Enterprise Administrator Server Permissions The ION Enterprise system administrator (“ION administrator”) is the person responsible for managing the ION system. Start/stop/modify SQL Server services (i. the database administrator can grant Administrator permissions only for specific ION databases.. 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. NOTE If the ION Enterprise databases are hosted on a multi-database server. Tasks include manual backups.PowerLogic ION Enterprise 6. for tasks such as creating. adding to/modifying the Modbus network. database creation/modification. repair/modify/reinstall software. or deleting Vista diagrams or Designer frameworks. Virtual Processor global operating parameter modification. Some tasks that affect or are affected by ION Enterprise services include: ION meter firmware upgrades. These Microsoft Windows permissions are typically granted and set up by your IT (Information Technology) Department. database engine upgrades. while restricting access to the other databases on the server. and therefore requires certain administrative permissions on the ION Enterprise server. or password changes. 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. archives. and trims on live or archived ION databases. 12 © 2009 Schneider Electric. .e. and troubleshooting communications. All rights reserved. Modify/create/delete ION Enterprise files and folders: Read/write/modify/ remove permissions are required for the ION Enterprise file folders.
ensure that SQL Server backwards compatibility components are installed on that computer. 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. If you plan to use TAPI modem drivers for Windows (WinModems) in your ION Enterprise network. © 2009 Schneider Electric. Refer to the “Terminal Server Licensing Overview” topic in your Microsoft Windows documentation to learn about Terminal Server Licence requirements. If you want to enable Web Reporter. If you are using SQL Server 2005 Standard and want to enable Web Reporter.0 Commissioning Guide Prepare the Primary Server Depending on how you set up and implement your ION Enterprise network. certain prerequisites must be met. Additional WinModem information is available in the ION Enterprise Help.PowerLogic ION Enterprise 6. 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.NET components on the server computer. Microsoft SQL Server Reporting Services must be installed on the Primary Server: If you are using the SQL Server Express provided with ION Enterprise. and other ION Enterprise servers. 13 . Configure Remote Desktop Connection if you require remote connection to the ION Enterprise Primary Server. 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). Reporting Services is installed automatically if IIS is installed.0 or later and ASP . install SQL Server Reporting Services before you install ION Enterprise. ION Enterprise Clients. install and configure the WinModems. Firewall Configuration Use the Microsoft knowledgebase to learn about Well Known Ports and Registered Ports required for certain networks. All rights reserved. Use Windows Update service to install the latest security patches and hotfixes from Microsoft. Install and configure the Terminal Server component if Terminal Server connection to the ION Enterprise Primary Server is required. Perform typical setup such as ending a disconnected or stale session and installing programs.
NetBIOS and Windows “File and Printer Sharing” use this port.2 1 SQL Server uses this port if you use the default instance when you install ION Enterprise. These ports are used if a client machine needs to access the Designer and/or Vista components of ION Enterprise. it is recommended that you configure the named instance to use port 1433. 14 © 2009 Schneider Electric.g. Real-time Data Service uses this port to transfer real-time data to ION Enterprise clients. Terminal Server uses this port. . Microsoft SQL Server uses this port. NOTE Make sure the user credentials for the ION Enterprise administrator Windows account are set up with Administrator permissions for the ION Enterprise databases.PowerLogic ION Enterprise 6. If you use a named instance when you install ION Enterprise. Web Reporter and Internet access) uses this port. All rights reserved. You can configure the ION Real Time Data Service to use a different port. This port is used when the ION Enterprise system contains a Secondary Server.1 Microsoft SQL Monitor uses this port to identify named database instances..0 Commissioning Guide TCP Ports for Device Communications Port 23 25 502 3721 7700 Protocol Telnet (used for meter diagnostics) SMTP (required for email communications) Modbus TCP Ethernet access for the 3720 ACM meter ION Port 7701 7800 7801 7802 7803 Modbus RTU EtherGate simultaneously through available COM ports EtherGate through the meter’s COM1 EtherGate through the meter’s COM2/COM4 EtherGate through the meter’s COM3 Protocol NOTE Some networks may contain devices that require the use of alternate ports (e. 2 SQL Server Configuration The following sections outline the required configuration of SQL Server for complete ION Enterprise installation. Other Required Ports Port 13666 13670 13668 1433 1434 3389 139 80 57777 Purpose ION Enterprise services use these ports. including Web Reporter. third-party Ethernet gateway devices). as outlined in “ION Enterprise Administrator Server Permissions” on page 12. HTTP (required for WebReach.
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. such as Microsoft Internet Information Services (IIS). 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. refer to the Using the SQL Server DVD document that came with the product. If Reporting Services is not installed and configured correctly. Reporting Services must be installed on the Primary Server (even if you have a distributed system with the databases on a database server). Click Advanced if you want to change the default installation location for SQL Server 2005. © 2009 Schneider Electric. “Reporting Services” and “Workstation components. If Reporting Services is installed on the Primary Server before you install ION Enterprise.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. Web Reporter will not function. Shut down Microsoft Windows NT Event Viewer and registry viewers. Remember to restart the services when you are done your configuration.PowerLogic ION Enterprise 6. 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”. SQL Server 2005 Standard: If you want Web Reporter functionality. This includes any service using ODBC. All rights reserved. 15 . For instructions on installing SQL Server using that DVD. Before you make any changes to SQL Server 2005 Standard Edition: Shut down all services dependent on SQL Server. Books Online and development tools”. 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. Install the Reporting Services component when installing SQL Server or use Add/ Remove Programs to add Reporting Services to your SQL Server instance.
Ensure the SQL Server Agent is selected in the “Start services at the end of setup” section. 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). If necessary. This database can grow quite large. The ION Enterprise Installer will change the Reporting Services configuration as needed to allow Web Reporter to function. you may have problems installing SQL Server 2005 SP2 (which is required for SQL Server 2005 Standard Edition to run on Windows Server 2008). Select the first “Service” type in the Service dropdown list. All rights reserved. NOTE If you change the default location. navigate to “Remote Connections” > “Local and remote connections” then select “Using both TCP/IP and named pipes”. you can leave the default settings or change them as you require. Refer to your SQL Server 2005 documentation for more information. this tempdb database can be moved at a later date. you can leave the default settings or change them as you require. it is recommended that you change the default installation location. Under Surface Area Configuration for Features. Report Server Configuration Options: Select “Install the default configuration”. SQL Server 2005 Standard Configuration After you install SQL Server 2005. SQL Server also places a tempdb database in your chosen location. Service Account: Select the “Customize for each service account” checkbox. use the SQL Server Surface Area Configuration Tool to configure SQL Server as follows: Under Surface Area Configuration for Services and Connections. do the following: Navigate to “OLE Automation” then select “Enable OLE Automation”. Otherwise. Instance Name: Select “Named instance” and type “ION” in the box. Select the second “Service” type and set it up the same way. . Collation Settings: These settings do not affect ION Enterprise. Repeat until all service types are configured to use the local system account. Ensure that you have enough space in the new location to accommodate this database along with the ION Enterprise databases.0 Commissioning Guide NOTE If you are installing SQL Server 2005 Standard Edition on Windows Server 2008. Error and Usage Report Settings: These settings do not affect ION Enterprise. Authentication Mode: Select “Mixed Mode”. Navigate to “xp_cmdshell” then select “Enable xp_cmdshell”.PowerLogic ION Enterprise 6. 16 © 2009 Schneider Electric. Select “Use the built-in System account” and select “Local System” from the dropdown list.
features or options are dependent on others. Install or Upgrade ION Enterprise The following sections outline installing and upgrading ION Enterprise. The ION Enterprise Installer installs certain Microsoft components. Insert the ION Enterprise DVD in the DVD drive.PowerLogic ION Enterprise 6. All rights reserved. if you are performing a new installation or see “Upgrading ION Enterprise” on page 19 if you are upgrading an existing installation. If the autorun dialog does not appear. Remote installation is not recommended. .e. 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: 1.0 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). reboot the computer before you install ION Enterprise. The auto-start program begins. below. Installing ION Enterprise Make sure your computer meets the requirements and guidelines outlined in the system requirements. If you have made any configuration changes to the operating system or SQL Server (i. © 2009 Schneider Electric. See “Installing ION Enterprise”. Perform the ION Enterprise installation on the local server computer. use Windows Explorer to navigate to the DVD drive and double-click setup.. Database Server (optional) Primary Server Secondary Server and/or Client (optional) NOTE During the installation of ION Enterprise. 3. Refer to the Installer Help for a list of these prerequisite components. Review the Installation Process Some ION Enterprise components. Internet Information Services (IIS) reboots. remote installation is not recommended. and must be installed in the correct sequence: 1. 17 2.exe. Perform the ION Enterprise installation on the local server computer. installed a service pack or upgraded). Communication with any websites hosted on the computer where you are installing ION Enterprise will be temporarily disrupted. 2.
3. A SQL Server login is automatically set up on the database server’s SQL Server instance. named “ION” by default. If prompted. All rights reserved. installed a service pack or upgraded). use Windows Explorer to navigate to the DVD drive and double-click setup. Install ION Enterprise Primary Server NOTE If you plan to use the SQL Server 2005 Express that is installed by the ION Enterprise Installer. If you have made any configuration changes to the operating system or SQL Server (i. select the language in which you want to install ION Enterprise. 2. 5. ensure the primary server has network access to the database server. Insert the ION Enterprise DVD in the DVD drive. Review the system requirements for client computers and make sure the client computers meet the requirements. select the language in which you want to install ION Enterprise. This login is used by all ION Enterprise components. Follow the same guidelines for computer name and drive partitions. make sure the Task Scheduler service is started before you begin the ION Enterprise installation. 4. click Help. © 2009 Schneider Electric. Follow the steps as directed by the installation wizard. 2. otherwise the client machine will not be able to access the ION-Ent fileshare on the primary server. 1.0 Commissioning Guide 3. 1. If prompted. If you need more information regarding any screen in the wizard. as indicated in “Server Naming and Partition Guidelines” on page 10.PowerLogic ION Enterprise 6. Use Windows Explorer to navigate to the ION Enterprise server. If you need more information regarding any screen in the wizard. Select Run Setup > Install Server > Primary Server.e. 18 . The auto-start program begins. Make sure the ION-Ent fileshare is visible on this server. 5. Follow the steps as directed by the installation wizard. ION Enterprise installs three databases. Install ION Enterprise Clients (Optional) NOTE The ION Enterprise server computer must exist on the Local Area Network (LAN). Ensure “File and Printer Sharing for Microsoft Networks” in the LAN properties on the Primary Server is checked.exe. 4. reboot the computer before you install ION Enterprise. creates three login accounts. and adds numerous stored procedures to the databases attached to the ION Enterprise SQL Server instance. Select Run Setup > Install Server > Database Server. If you are performing the primary server installation of a distributed system.. If the autorun dialog does not appear. click Help. This login has sysadmin permissions to this SQL Server instance only.
0 Installer creates the new installation folder hierarchy. 7. use Windows Explorer to navigate to the DVD drive and double-click setup. All rights reserved.g. MyComputerName.NET framework) to exchange real-time data between the server and client machines. Locate and open the ServicePack folder. without overwriting the custom files that were copied from the previous version. 2. 5. Install ION Enterprise Service Packs (if available) Follow the instructions below to install any available service packs (if required).6 and later versions use .. then follow steps as directed by the installation wizard. 4. Download version Alternatively. Start Windows Explorer. 3. 1.NET Remoting (a component of the Microsoft . If you need more information regarding any screen in the wizard.. Make sure the Primary Server’s share folder (“ION-Ent”) permissions are set to “Full Control” for the client username or group. then select your DVD drive. 6.PowerLogic ION Enterprise 6. Select which Primary Server to connect to when prompted. During the upgrade. If the autorun dialog does not appear. Insert the ION Enterprise DVD in the DVD drive. select the language in which you want to install ION Enterprise.exe. then copies and pastes all the configuration files and customizations from the previous version.0 Commissioning Guide 3.e. Follow the directions in the installation wizard. 4. If you have made any configuration changes to the operating system or SQL Server (i. reboot the computer before you install ION Enterprise. see “Installing ION Enterprise” on page 17. The installer then installs all the new software components and files. installed a service pack or upgraded). The auto-start program begins. click Help. 19 . the ION Enterprise 6.exe file of the service pack you want to install. you can download service packs from www. IMPORTANT ION Enterprise 5. Upgrading ION Enterprise If you are performing a new installation. Select Run Setup > Install Client. Installing from the DVD Service packs (if available) are located in the “ServicePack” folder of your ION Enterprise installation DVD.com.MyCompanyDomainName. The server and client computers are identified by their full computer name—the name of the machine with the domain appended (e. If prompted. Double-click the .com). Contact Technical Support if you encounter problems displaying real-time data on your client computers.powerlogic. © 2009 Schneider Electric.
you must first stop SQL Server services related to ION Enterprise (i. All rights reserved.. 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. To determine the version of ION Enterprise that you have installed. . Step 2: Back Up Information Before upgrading... make sure that the minimum hardware and software requirements for running ION Enterprise are still met. NOTE Depending on the size of your database and the number of devices in your network. data presented in ION Enterprise will be incomplete.6 Service Pack 1. and upgrade your system if necessary.\Database folders in your ION Enterprise directory (e. 20 © 2009 Schneider Electric.e. or MSDE (Microsoft Data Engine)) on the same computer. After you finish upgrading ION Enterprise. you will need re-enter those changes to the scheduled tasks in Database Manager.PowerLogic ION Enterprise 6. During this time.6 or ION Enterprise 5. SQL Server (ION)).5 Service Pack 2 (using SQL Server 2005 Standard or Express.6 Service Pack 2 (using either SQL Server 2005 Standard or Express) to ION Enterprise 6. If you want to upgrade from ION Enterprise 5. All custom registry settings are applied to the new installation. back up the . To copy the .0 on the same computer. Upgrading from ION Enterprise 5. or performing an upgrade by migrating to a new server). Step 1: Upgrade System Hardware and Software Before you upgrade.6 Service Pack 2 then follow the instructions in the following sections. If you are upgrading from MSDE (Microsoft Data Engine) to SQL Server 2005 Express with Advanced Services. For any other upgrade scenarios (such as upgrading from ION Enterprise 5. Backup any custom Windows Registry settings you have made in relation to ION Enterprise since these may not be preserved during the upgrade.\config and . upgrading from a version of ION Enterprise not listed.\Database folder. Recommended Upgrade Scenarios The instructions in the following sections apply to these upgrade scenarios: Upgrading from ION Enterprise 5. first upgrade to ION Enterprise 5. it can take a significant amount of time to update the ION Enterprise databases after the upgrade..5 Service Pack 2 using SQL Server 2000.0 Commissioning Guide For diagnostic purposes. Custom Virtual Processor and Log Inserter services are also preserved. 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. select Help > About in Management Console.g. copy them to another folder on your network or to a removable storage device). contact Technical Support before performing the upgrade..
© 2009 Schneider Electric. If you are using a Secondary Server or Client computer. 21 . upgrade these after you upgrade the Primary Server. Then after the upgrade. 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). click Upgrade Express on the “Select the Installation Type” screen of the ION Enterprise Installer before you upgrade ION Enterprise. click Help. Step 5: Upgrade ION Enterprise After you have performed the tasks in the previous sections. you can copy them back.PowerLogic ION Enterprise 6.0 Commissioning Guide You can save your custom shortcuts from a previous ION Enterprise installation. reboot your computer before you upgrade ION Enterprise. installed a service pack or upgraded). Step 4: Reboot your Computer If you have made any configuration changes to the operating system or SQL Server (i. click Upgrade on the “Select the Installation Type” screen of the ION Enterprise Installer to upgrade ION Enterprise. This can cause problems with the installation that will require the assistance of Technical Support to resolve. upgrade it before you upgrade the Primary Server. All rights reserved.. Copy the custom shortcuts to a safe location before upgrading. Custom arguments can be used for automatic logon or to open a specific Vista diagram upon startup. NOTE Do not click Cancel during the SQL Server 2005 upgrade process. If you need more information regarding any screen in the wizard. required for Web Reporter). 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.e. NOTE If you are using a Database Server.
Check ION Enterprise Services Open the Windows Services dialog and ensure that all the necessary ION Enterprise services are started.PowerLogic ION Enterprise 6. you need to manually run the ION Power Quality Aggregation Service on the pre-existing data. Post Installation Procedures Perform the following procedures after you install ION Enterprise. Step 7: Install Language Pack (optional) If a language pack is available and you want to install it. See “The ION Enterprise Services” topic in the ION Enterprise Help for more information. 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). . Create Local Primary Server Groups Create the following Microsoft Windows local user groups on the ION Enterprise Primary Server and grant access as follows: Group Name ION Enterprise_Administrators ION Enterprise_Users Access to ION Enterprise\SYSTEM Full Control Read Access to ION Enterprise\CONFIG Full Control Change NOTE The LocalSystem account must belong to the ION Enterprise Administrators group. 22 © 2009 Schneider Electric. All rights reserved. the LocalSystem account requires read/write access to the system and config directories in order to run the ION Enterprise services. see the “Running the ION Power Quality Aggregation Service Manually” topic in the Web Reporter section of the ION Enterprise Help. See the ION Enterprise Localization and Translation technical note for more information.msi.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. Step 8: Update WebReach Bookmarks (optional) If you have bookmarks to WebReach on a computer other than the Primary Server. navigate to the language pack folder on the DVD or computer and double-click LANGPACK. For instructions on running this service manually.
backups. Change the ION-Ent share permission to Read/Write for users (ION Enterprise Clients) who need to modify files. Contact Technical Support for details before you attempt to modify user IDs and passwords. For more information. 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. ION Enterprise software security Two software user accounts are created by default when ION Enterprise is first installed: “guest” and “supervisor”. ION Enterprise services ION Enterprise services run under the Local System account. by default.PowerLogic ION Enterprise 6. All rights reserved. contact Technical Support. The default password is “0” (zero) for both users. The “Log On As” account must have read/write permissions in the ION Enterprise network. you can restrict access to the /ION virtual root to the primary server only. Review these schedules and make any modifications that you require. this includes the ION Enterprise share (ION-Ent). and trims on your ION Enterprise databases. Restrict WebReach /ION virtual root access (optional) If you do not want users to be able to access WebReach without authentication. 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. such as Vista diagrams.0 Commissioning Guide Review ION Enterprise Database Manager Database Manager has preconfigured schedules for performing archives (disabled by default). These accounts have an access level of Supervisor (the highest level with full access). This is done from the Log On tab when viewing the properties of that service. NTFS and Share permissions on the ION Enterprise directory All share permissions are automatically set to “Read” permissions for the “Everyone” group. 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. © 2009 Schneider Electric. Refer to the Management Console Tools > User Manager section of the online ION Enterprise Help for more information. You can change the “Log On As” attribute of a service by specifying the account and password. 23 . Review Security Highlights This section outlines specific security considerations after the ION Enterprise installation.
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). see the WebReach section of the online ION Enterprise Help for information. then click Next. .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.PowerLogic ION Enterprise 6. 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. select Modify in the ION Enterprise Installer. click Change. If you want to configure Web Reporter after the primary installation of ION Enterprise: 1. If you want to install WebReach after the primary installation of ION Enterprise. Reboot the computer. 3. All rights reserved. Select ION Enterprise in Add or Remove Programs. 2. 24 © 2009 Schneider Electric. Reporting Services is configured and the default report packs are installed.
ION. Electrical equipment should be installed. rue Pierre Mendès France F . Modicon. ION Enterprise. and maintained only by qualified personnel. PowerLogic and Schneider Electric are either trademarks or registered trademarks of Schneider Electric in France. operated. serviced.com website.powerlogic.PowerLogic™ ION Enterprise™ Commissioning guide For further assistance please contact us at: Schneider Electric Power Monitoring and Control 2195 Keating Cross Road Saanichton. 06/2009 . Power Measurement. No responsibility is assumed by Schneider Electric for any consequences arising out of the use of this material. Suite 100 Lavergne. 70000-0299-00 © 2009 Schneider Electric. TN 37086 USA Tel: 1-615-287-3400 Electropole (38 EQI) 31. BC Canada V8M 2A5 Tel: 1-250-652-7100 295 Tech Park Drive. Modbus.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. All rights reserved. All other trademarks are property of their respective owners. the USA and other countries.
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