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Concept

Concept


Products: Enterprise Server
Functionalities: Upgrade
Product version: 3.3, 2022
7/23/2021

Replace Enterprise Server or WebReports Computer Workflow

Use this workflow to change the operating system on the computer where the Enterprise Server is installed. You can also use this workflow to migrate WebReports or the Enterprise Server to another computer.

Preparation

Prior to changing the operating system where the Enterprise Server is installed or migrating the Enterprise Server to another computer, complete the tasks listed in the following flowchart. Related information can be found in the sections after the diagram.

 
action_zoom_plus_stroke Enterprise Server Replacement Preparation flowchart

Enterprise Server Replacement Preparation flowchart

Perform a system backup of EcoStruxure BMS servers

Before changing the operating system or replacing the computer, it is strongly recommended that you archive the historical data and back up the EcoStruxure BMS servers to preserve the current data and configurations. For more information, see System Backup .

Stop Enterprise Server Windows service

Use Software Administrator (or the Services tool) to stop the Enterprise Server Windows service. For more information, see Stopping the Enterprise Server Windows Service .

Stop License Server Windows service

If you are upgrading the License Server, stop the License Server Windows service. For more information, see Stopping the License Server .

Stop Reporting Agent Windows service

If your system includes WebReports, stop the Reports Agent Windows service.

Replace operating system or migrate Enterprise Server

Complete one or more of the following tasks:

  • Replace the operating system on the computer where the Enterprise Server is installed. Refer to the Microsoft Windows documentation on installation or upgrade instructions for the supported operating system. For more information, see EcoStruxure Building Operation Software Requirements .

  • Migrate the Enterprise Server to another computer.

To install or migrate the Enterprise Server on the targeted operating system or computer, you need to continue.

Start Reporting Agent Windows service

After replacing the operating system or migrating the Enterprise Server, start the Reports Agent Windows service.

Install EcoStruxure Building Operation Software

The following flowchart shows the tasks for installing the Enterprise Server and other Build Operation software on a replacement operating system or computer. Related information can be found in the sections after the diagram.

 
action_zoom_plus_stroke Reinstall EcoStruxure Building Operation software flowchart

Reinstall EcoStruxure Building Operation software flowchart

Install Enterprise Server

Install the Enterprise Server and Software Administrator, which is bundled with the Enterprise Server software. For more information, see Installing the Enterprise Server .

Install other EcoStruxure Building Operation software

Install any other EcoStruxure Building Operation software, such as WorkStation.

Restore the Enterprise Server Database

The following flowchart shows the tasks for restoring the Enterprise Server database. Related information can be found in the sections after the diagram.

 
action_zoom_plus_stroke Restore Enterprise Database flowchart

Restore Enterprise Database flowchart

Stop Reporting Agent Windows service

If your system includes WebReports, stop the Reporting Agent Windows service.

Restore Enterprise Server database

In WorkStation, log on to the Enterprise Server and restore the server using the previously saved backup set. For more information, see Restoring the EcoStruxure BMS Server .

Verify TCP protocol and server communication

Use the Communications properties of the Enterprise Server to verify that TCP is set as the communications protocol for the automation servers and Enterprise Server, and the servers are communicating with each other. For more information, see Updating Communication Parameters .

Verify control and monitoring operations

Use Software Administrator (or the Services tool) to verify that the Enterprise Server Windows service is running, which ensures that extended trend logging restarts. For more information, see Starting the Enterprise Server or Enterprise Central Windows Service .

In WorkStation, verify that the control and monitoring operations of the Enterprise Server are functioning normally according to the guidelines specified for your site.

Back up the EcoStruxure BMS servers

Perform a mass backup of all the EcoStruxure BMS servers. For more information, see System Backup .

Install WorkStation Language Pack

If you are using a language pack for WorkStation, install the language pack.

For more information, see Installing a Language Pack .

Install WebStation Language Pack

If you want to use a language pack in WebStation, install the language pack and change the language setting in WebStation.

For more information, see Adding a Language in WebStation .

For more information, see Changing the User Regional Settings .

The process of changing the operating system or replacing the computer is now complete.

Migrate WebReports?

If you plan to migrate WebReports to another computer, you need to continue.

WebReports Migration Preparation

Prior to migrating WebReports, complete the tasks in the following flowchart. Related information can be found in the sections after the diagram.

 
action_zoom_plus_stroke WebReports Migration Preparation flowchart

WebReports Migration Preparation flowchart

Detach WebReports database

To avoid a potential loss of data, detach the WebReports database and save the file to a safe location.

Export Reports schedules

Use Task Scheduler to export all the Reports schedules to a USB memory device.

Install WebReports

The following flowchart shows the tasks for installing WebReports on the targeted computer. Related information can be found in the sections after the diagram.

 
action_zoom_plus_stroke Reinstall WebReports flowchart

Reinstall WebReports flowchart

Configure Windows roles and features

Use the Windows Server Manager to configure the roles and features.

Install Microsoft SQL Server

Install a Microsoft SQL Server operating system on the targeted computer. For more information, refer to the Microsoft SQL Server installation documentation.

Attach WebReports database

Use SQL Server Management Studio to attach the WebReports database.

Confirm administrator role memberships for WebReports database

A WebReports installer must use an admin-level SQL Server Management Studio user account to log on to a computer running WebReports. This installer account also requires the addition of three database permissions that permit access to and control of the WebReports database during installs or upgrades. For example, an administrator can detach the database.

In SQL Server Management Studio, verify that the Login Properties for the NTAuthority\IUSR and designated WebReports installer user accounts include the db_datareader, db_datawriter, and db_owner database role memberships.

Install WebReports Installer

Run the WebReports installation package to install the WebReports Installer.

Install WebReports and select upgrade option

Install WebReports and select the Install software (upgrade existing database) option to install WebReports on a new computer or operating system and retain the existing database.

Import or recreate Reports schedules

Import or recreate the Reports schedules on the computer running WebReports.

The WebReports migration is now complete.

  • Enterprise Server System Upgrade Workflow
  • System Backup
  • Stopping the Enterprise Server Windows Service
  • Stopping the License Server
  • EcoStruxure Building Operation Software Requirements
  • Installing the Enterprise Server
  • Restoring the EcoStruxure BMS Server
  • Updating Communication Parameters
  • Starting the Enterprise Server or Enterprise Central Windows Service
  • System Backup
  • Connecting to an Automation Server Using the USB Device Port
  • Installing the License Administrator and the License Server
  • Installing WorkStation and Client Tools
  • Installing the Device Administrator
  • Installing the Enterprise Server