Schneider Electric StruxureWare Power Monitoring Expert 7.2.2 Installation Guide
StruxureWare™
Power Monitoring Expert
7.2
Installation Guide
7EN02-0349-00
03/2014
Safety information StruxureWare Power Monitoring Expert 7.2 Installation Guide
Safety information
Important information
Read these instructions carefully and look at the equipment to become familiar with the device before trying to install, operate, service or maintain it. The following special messages may appear throughout this bulletin or on the equipment to warn of potential hazards or to call attention to information that clarifies or simplifies a procedure.
The addition of either symbol to a "Danger" or "Warning" safety label indicates that an electrical hazard exists which will result in personal injury if the instructions are not followed.
This is the safety alert symbol. It is used to alert you to potential personal injury hazards. Obey all safety messages that follow this symbol to avoid possible injury or death.
DANGER
DANGER indicates an imminently hazardous situation which, if not avoided, will result in death or serious injury.
WARNING
WARNING indicates a potentially hazardous situation which, if not avoided, can result in death or serious injury.
CAUTION
CAUTION indicates a potentially hazardous situation which, if not avoided, can result in minor or moderate injury.
NOTICE
NOTICE is used to address practices not related to physical injury. The safety alert symbol shall not be used with this signal word.
Please note
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.
A qualified person is one who has skills and knowledge related to the construction, installation, and operation of electrical equipment and has received safety training to recognize and avoid the hazards involved.
© 2014 Schneider Electric. All rights reserved.
Page 3 of 54
Safety precautions StruxureWare Power Monitoring Expert 7.2 Installation Guide
Safety precautions
During installation or use of this software, pay attention to all safety messages that occur in the software and that are included in the documentation. The following safety messages apply to this software in its entirety.
WARNING
UNINTENDED EQUIPMENT OPERATION
• Do not use the software for critical control or protection applications where human or equipment safety relies on the operation of the control action.
• Do not use the software to control time-critical functions because communication delays can occur between the time a control is initiated and when that action is applied.
• Do not use the software to control remote equipment without securing it with an authorized access level, and without including a status object to provide feedback about the status of the control operation.
Failure to follow these instructions can result in death or serious injury.
WARNING
INACCURATE DATA RESULTS
• Do not incorrectly configure the software, as this can lead to inaccurate reports and/or data results.
• Do not base your maintenance or service actions solely on messages and information displayed by the software.
• Do not rely solely on software messages and reports to determine if the system is functioning correctly or meeting all applicable standards and requirements.
• Consider the implications of unanticipated transmission delays or failures of communications links.
Failure to follow these instructions can result in death, serious injury, equipment damage, or permanent loss of data.
Page 4 of 54 © 2014 Schneider Electric. All rights reserved.
StruxureWare Power Monitoring Expert 7.2 Installation Guide
Contents
Summary of topics in this guide
Configuring your operating system
Configuring Windows Server 2012
Additional information for consideration
Running anti-virus software on your SQL Server
Setting SQL Server memory options
Adding an instance to an existing SQL Server installation
Adding an instance to an existing SQL Server Express installation
Tasks performed by the product Installer
Power Monitoring Expert installation
Setup types available in the Installer
Database Instance and Primary Server setup types
Reporting Client Only setup type
Setup Types and applicable Installer pages
Installing Power Monitoring Expert software
Complete the product registration
Configuring Compatibility View Settings in Internet Explorer 11
Configuring SQL Express on a Standalone Server for an Engineering Client connection
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StruxureWare Power Monitoring Expert 7.2 Installation Guide
Power Monitoring Expert software security
Using HTTP SSL to secure Web-site communications
Default passwords for SQL Server
NTFS and Share permissions on the product directory
Page 6 of 54 © 2014 Schneider Electric. All rights reserved.
StruxureWare Power Monitoring Expert 7.2 Installation Guide Introduction
Introduction
This guide is intended for Application Engineers, third-party integrators, or other qualified personnel who are responsible for configuring and installing StruxureWare™ Power
Monitoring Expert software and preparing the servers on which it is installed. Experience using previous versions of the software is preferable.
The guide contains information about installing SQL Server 2012 editions and a Power
Monitoring Expert system, incorporating best practices and factory-recommended procedures to help reduce the need for ongoing support and to improve the reliability of the installation.
A typical installation consists of a computer or network of computers running Power
Monitoring Expert software and one or more networks of devices (such as basic energy meters, multi-function monitoring/analysis/control devices, and/or intelligent relays).
Review the StruxureWare Power Monitoring Expert 7.2 System Design Guide for information about planning for and setting up your system.
Note
Services personnel and fully-commissioned Power Monitoring Expert servers are also available — please contact Schneider Electric for details.
Summary of topics in this guide
The topics in this guide provide the following information: l
Required software
Summarizes the combinations of 32-bit and 64-bit Windows operating systems and SQL
Server editions required for Power Monitoring Expert installations. (See the System
Design Guide at www.schneider-electric.com for information about hardware requirements. It also summarizes the other software components used by the product.) l
Preparing the server
Describes the steps required to install a supported Windows operating system and SQL
Server edition, and the settings required for each. Note that this information is common
l
Power Monitoring Expert installation
Describes the different setup types that you can install and then describes the steps for installing the software for the setup types.
l
Using a Web Client
Describes how to access the Web Applications component of the product from a Web
Client.
l
Post-installation tasks
Describes the tasks that you need to perform after completing the installation of the software.
© 2014 Schneider Electric. All rights reserved.
Page 7 of 54
Introduction StruxureWare Power Monitoring Expert 7.2 Installation Guide
Product Documentation
The following Power Monitoring Expert documentation for version 7.2.2 is available at www.schneider-electric.com.
l
What's New, document number 7EN12-0270-00.
l
Before Installing your Software, document number 7EN52-0293-00.
l
Using the SQL Server 2012 DVD, document number 7EN52-0294-00.
l
Installation Guide, document number 7EN02-0349-00.
l
User Guide, document number 7EN02-0348-00.
l
System Design Guide, document number 7EN02-0350-00.
Online information available in the product includes: l
Power Monitoring Expert Help – accessible from within installed components, such as
Management Console, Vista, and Designer.
l
Hierarchy Manager Help – accessible in a browser-based help format from the Hierarchy
Manager user interface.
l
Web Applications Help – accessible in a browser-based help format from the Web Applications user interface.
Page 8 of 54 © 2014 Schneider Electric. All rights reserved.
StruxureWare Power Monitoring Expert 7.2 Installation Guide Required software
Required software
The following tables summarize the combinations of 32-bit and 64-bit versions of Microsoft
Windows operating systems and SQL Server editions that support Power Monitoring Expert installations. You need to install an edition of SQL Server 2012 before installing Power
Monitoring Expert software. Note that SQL Server 2012 Express is available when you install a Standalone Server even if an existing SQL Server instance is detected. See the
StruxureWare Power Monitoring Expert 7.2 Installation Guide for information about installing the product.
Note
Power Monitoring Expert software cannot be installed on domain controllers. If Power
Monitoring Expert software is installed on a server that is subsequently changed to a domain controller, the software ceases to function correctly.
32-bit Windows Operating Systems
32-bit Microsoft SQL Server
Editions
Windows 7 Professional/Enterprise, SP1
Windows Server 2008
Standard/Enterprise, SP2
SQL Server 2008 R2 Express, SP2
SQL Server 2008 R2
Standard/Enterprise, SP2
SQL Server 2012 Express, SP1
SQL Server 2012
Standard/Enterprise, SP1
SQL Server 2008 R2 Express, SP2
SQL Server 2008
Standard/Enterprise, SP3
Standalone
Server
Yes
Yes
Yes
Yes
Yes
Yes
Distributed
Database
Server
No
No
No
No
No
Yes
64-bit Windows Operating Systems
64-bit Microsoft SQL Server
Editions
Windows 7 Professional/Enterprise, SP1
Windows Server 2008
Standard/Enterprise SP2, and R2 SP1
Windows Server 2012 / R2
Standard/Enterprise
SQL Server 2008 R2 Express, SP2
SQL Server 2008 R2
Standard/Enterprise, SP2
SQL Server 2012 Express, SP1
SQL Server 2012
Standard/Enterprise, SP1
SQL Server 2008 R2 Express, SP2
SQL Server 2008 R2
Standard/Enterprise, SP2
SQL Server 2012 Express, SP1
SQL Server 2012
Standard/Enterprise, SP1
Standalone
Server
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Yes
Distributed
Database
Server
No
No
No
No
No
Yes
No
Yes
Operating systems and SQL Server editions not included in the summary tables are not supported for Power Monitoring Expert software.
Localized versions of the software are supported as follows: l
A localized version of Power Monitoring Expert software is expected to be installed on an operating system and SQL Server of the same locale. For example, a Spanish version of the product and SQL Server should be installed on an operating system with a regional setting of Spanish.
© 2014 Schneider Electric. All rights reserved.
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Required software StruxureWare Power Monitoring Expert 7.2 Installation Guide l
The English version of Power Monitoring Expert software is expected to work with non-
English operating systems and SQL Server versions. For example, an English version of the product can be installed on an operating system with a regional setting of German with a German version of SQL Server.
Power Monitoring Expert can be installed in virtual environments configured with one of the supported Windows operating system and SQL Server edition combinations summarized in the tables above. It is recommended that you copy the content of the Power Monitoring
Expert DVD to a local drive in your virtual environment and double-click MainSetup.exe to start the installation process. Note that there should not be a space in the folder name.
Engineering Client computers require one of the Windows operating systems summarized in the tables above.
Web Client computers require network connectivity to a Power Monitoring Expert primary server to access the Web Applications component of Power Monitoring Expert. The browsers that can be used on Web Client computers are listed below.
To access Web Applications from a Web Client, enter the address as http://domain_
name/Web in the browser, where domain_name is the fully-qualified name of the server hosting Power Monitoring Expert, and Web is the default root directory, which can be changed during installation. For example, for server name srv1, company name MyCompany, and a root directory of Web, enter the address in the browser as http://srv1.MyCompany.com/Web
Other software used by the product
Only the software referenced in the following list is officially supported for Power Monitoring
Expert software.
l
Microsoft Excel 2007 or 2010, which is required for reports exported in Excel format in the Web-based Reports, or for the Excel-based Reporter application.
l
Browsers supported on Web Client workstations for the applications included in the Web
Applications component (Dashboards, Diagrams, Tables, Alarms, Reports): l
Microsoft Internet Explorer versions 9 or 10.
1 l
Google Chrome version 20 or later.
l
Apple Safari version 5 or later on Mac computers.
l
Browsers supported on tablets to access the Diagrams application only: l
Safari on iPad tablets using iOS 5 or iOS 6.1 operating systems.
l
Browsers on tablets using Android operating systems JB 4.1 or ICS 4.0.
l
Microsoft Silverlight version 4 or later.
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1
If you need to use Internet Explorer version 11, use it in the Compatibility View mode.
© 2014 Schneider Electric. All rights reserved.
StruxureWare Power Monitoring Expert 7.2 Installation Guide Preparing the server
Preparing the server
The software Installer performs many of the setup and configuration tasks during installation to ensure that the prerequisites for your Power Monitoring Expert system are met. Complete the following before proceeding with the installation.
Configuring your operating system
Ensure that you log on to your supported Windows system as the Administrator of the system and not just as a user with administrator privileges.
Run the Windows Update service to install the latest security patches and hotfixes from
Microsoft.
Naming your server
Verify that the computer name for the server conforms to Windows naming conventions. A computer name can be up to 15 alphanumeric characters with no blank spaces, and it must not contain any prohibited characters such as:
\ * + = | : ; < > ? , _
For compatibility with Power Monitoring Expert software, use only letters and numbers, starting the name with a letter for the first character in the name.
The computer name should not be changed after you install the Power Monitoring Expert software. If the name is changed, you should contact Technical Support for assistance in making the necessary adjustments so that the product functions.
Configuring Windows Server 2012
The .NET Framework 3.5 SP1 is required for the successful installation of SQL Servers
2008, 2008 R2, or 2012 Standard, Enterprise, or Express, and for the successful installation of the Power Monitoring Expert product.
SQL Server 2012 automatically installs the .NET Framework 3.5 SP1 on the Windows Server
2012 if it is connected to the internet. However, if there is no internet connection, you must install the .NET Framework 3.5 SP1 on your Windows Server 2012 before proceeding with the installation of any software required by Power Monitoring Expert. To complete this task refer to the "Hardware and Software Requirements" topic in Hardware and Software
Requirements for Installing SQL Server 2012 provided by Microsoft at http://msdn.microsoft.com/en-us/library/ms143506.aspx.
Note that the Hardware and Software Requirements topic also includes a reference to
Microsoft .NET Framework 3.5 Deployment Considerations at http://msdn.microsoft.com/library/windows/hardware/hh975396. This information provides recommendations and guidance on acquiring and enabling .NET Framework 3.5.
© 2014 Schneider Electric. All rights reserved.
Page 11 of 54
Preparing the server StruxureWare Power Monitoring Expert 7.2 Installation Guide
Additional information for consideration
l
The minimum display resolution for Power Monitoring Expert software is 1024 x 768.
l
The Web-based Reports application (in the Web Applications component) and the Excelbased Reporter component of the product can be used for generating and managing reports. See the "Reporter" topic in the StruxureWare Power Monitoring Expert 7.2 User
Guide for more information.
l
If you install SQL Server 2012 Express, the maximum database size is 10GB. Alarm notification for database size is configured to generate an alert notification when 85% of 9GB is reached. See the "Alarm Configuration" topic in Database Manager's online help.
l
Scheduled database backup, maintenance, and trim jobs for the Application Modules,
Data, Network, and System databases are available through Windows Task Scheduler and not through Database Manager. Only users with administrative privileges can use the Task Scheduler.
l
The ION™ DDE Service does not work on the supported Windows operating systems because the required NetDDE service is not provided on these operating systems.
l
Install and configure the Terminal Server component if Terminal Server connection to the
Power Monitoring Expert 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 the Remote Desktop Connection if you require remote connection to a Power
Monitoring Expert primary server, see support information provided by Microsoft.
l
If you plan to use TAPI modem drivers for Windows (WinModems) in your Power Monitoring Expert system, install and configure the WinModems. Additional WinModem information is available in the StruxureWare Power Monitoring Expert 7.2 User Guide.
l
Additional information about modem use: l
Note that the Serial Bus in Windows 64-bit operating systems (Windows 7, Windows
Server 2008 Standard/Enterprise, Windows Server 2008 R2 Standard/Enterprise) may cause serial communication ports to lockup. If this occurs, a system reboot is required. An update to address this situation is available on request from Microsoft support. When you receive the update, install it on all Power Monitoring Expert systems where data modems are used.
l
Contact Technical Support for recommended serial expansion hardware. Note that any of the Prolific type USB to Serial dongles are not recommended.
Firewall configuration
Use the Microsoft knowledgebase to learn about Well Known Ports and Registered Ports required for certain networks.
Page 12 of 54 © 2014 Schneider Electric. All rights reserved.
StruxureWare Power Monitoring Expert 7.2 Installation Guide Preparing the server
Power Monitoring Expert TCP port assignments
The following tables contain the TCP port assignments that Power Monitoring Expert and associated applications or services use to communicate with PowerLogic™ devices, Power
Monitoring Expert clients, and other Power Monitoring Expert servers.
TCP ports for device communications
Port
23
25
Protocol
Telnet (used for meter diagnostics)
Port
7701 Modbus™ RTU
Protocol
SMTP (Required for email communications) 7800
EtherGate simultaneously through available COM ports
502 Modbus™ TCP
3721 Ethernet access for the 3720 ACM meter
7700 ION
7801 EtherGate through the meter's COM1
7802 EtherGate through the meter's COM2/COM4
7803 EtherGate through the meter's COM3
Note
Some networks may contain devices that require the use of alternate ports (for example, third-party Ethernet gateway devices).
Other required ports
Port
13666
13670
13668
Purpose
Power Monitoring Expert services use these ports. These ports are used if a client machine needs to access the Designer and/or Vista components of Power Monitoring
Expert.
This port is used when the Power Monitoring Expert system contains a Secondary
Server.
Microsoft SQL Server uses this port.
1
1433
1434
3389
139
80
Microsoft SQL Monitor uses this port to identify named database instances.
Terminal Server uses this port.
NetBIOS and Windows “File and Printer Sharing” use this port.
HTTP (required for Diagrams, Reports and Internet access) uses this port. The EWS server also use this port.
57777
Real-time Data Service uses this port to transfer real-time data to Power Monitoring
Expert clients.
2
1
SQL Server uses this port if you use the default instance when you install Power Monitoring Expert. If you use a named instance when you install Power Monitoring Expert, 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.
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Page 13 of 54
Installing SQL Server StruxureWare Power Monitoring Expert 7.2 Installation Guide
Installing SQL Server
The following information describes the settings that are required when you install one of the prerequisite SQL Server editions prior to installing the Power Monitoring Expert software.
If you do not want to use a separate SQL Server Standard instance, you can skip this section and choose to have SQL Server Express installed by default as part of the Power Monitoring
The topics described in this section are: l
"Installing SQL Server 2012" on page 16
.
l
"Adding an instance to an existing SQL Server installation" on page 25 .
l
"Adding an instance to an existing SQL Server Express installation" on page 29
.
Note that SQL Server 2012 must be installed before installing Power Monitoring Expert.
Running anti-virus software on your SQL Server
It is recommended that you assess the software security requirements of your organization, and specifically the potential risks to your SQL Server installation. If you determine that you need to run anti-virus software on your SQL Server as a result of your assessment, follow the recommendations described in Microsoft Support article (ID: 309422) at http://support.microsoft.com/kb/309422.
Setting SQL Server memory options
Note the following recommendations for setting SQL server memory options on the server where you install a supported edition of SQL Server 2012 SP1.
For installations using a supported edition of SQL Server 2012 SP1: l
Where only SQL Server is running on the host server, set the SQL Server maximum memory at the system physical memory less at least 2GB for the Windows operating system. For example, if your server has 8GB of memory, set the SQL Server maximum memory to no more than 6GB. This leaves at least 2GB for the operating system.
l
Where the SQL Server is sharing the host server with other server processes, including
Internet Information Services (IIS), and ION services, set the SQL Server maximum memory to no more than half the physical memory on the server. For example, if you server has 8GB of memory, set the SQL Server memory to no more that 4GB. This leaves at least 4GB for the operating system and all other server processes.
In addition to setting the maximum memory option, consult with your site administrator to determine whether or not to enable the Lock pages in memory permission setting in
Windows for the SQL service account on all SQL Server 2012 SP1 instances.
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StruxureWare Power Monitoring Expert 7.2 Installation Guide Installing SQL Server
To set the maximum memory setting for your SQL Server:
1. Start SQL Server Management Studio and log in to your SQL Server instance.
2. Right-click the SQL Server name and click Properties in the menu to open the Server
Properties dialog.
3. Select Memory in the left pane and adjust the value in the Maximum server memory field.
4. Click OK to apply the changes and close the dialog.
5. Close SQL Server Management Studio.
A server reboot or a restart of the SQL Server service is not required.
To enable the lock pages in memory option:
1. Click Start > Run and type gpedit.msc in the Run dialog to open the Local Group
Policy Editor.
2. In the left pane, navigate to Computer Configuration > Windows Settings > Security
Settings > Local Policies.
3. Expand Local Policies and select User Rights Assignment.
The policies are listed in the right pane.
4. Locate Lock pages in memory in the list and double click the policy name to open the
Lock pages in memory Properties dialog.
5. Click Add User or Group on the Local Security Setting tab.
6. Add an account with the privileges to run sqlserver.exe and click OK to close the dialog.
7. Click OK to close the Local Group Policy Editor.
A server reboot or a restart of the SQL Server service is not required.
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Page 15 of 54
Installing SQL Server StruxureWare Power Monitoring Expert 7.2 Installation Guide
Installing SQL Server 2012
A supported edition of SQL Server 2012 can be installed using: l
The DVD available from Schneider Electric to install Microsoft SQL Server 2012 Standard Edition (English) with Service Pack 1.
l
Installation media that you supply to install the SQL Server 2012 Standard/Enterprise Edition with Service Pack 1.
SQL Server 2012 Express is installed by default with the Standalone Server installation of
Power Monitoring Expert if no SQL Server instance is detected during the installation.
Otherwise, a supported SQL Server edition must be installed before installing Power
Monitoring Expert.
Before starting the SQL Server installation, you must be logged in as a user with administrative privileges for installing and configuring software applications. Make sure that no other programs are running, save your work, and close any open applications.
Following are the common installation steps for SQL Server 2012 Standard Edition with
Service Pack 1. Exceptions are noted where they occur.
1. Insert the SQL Server 2012 Installation DVD in your DVD drive or access the installation media on your system, then navigate to and double-click setup.exe in the root directory to open the SQL Server Installation Center.
2. Select Installation in the left pane and New SQL Server stand-alone installation or
add features to an existing installation on the right.
Page 16 of 54
A message indicates that the process is starting followed by the Setup Support Rules page showing validation results. If validation is not successful, follow the instructions on the page and click Rerun. Click OK when the validation is successful.
Note that an information message opens periodically during the installation process to indicate that the setup process is running.
© 2014 Schneider Electric. All rights reserved.
StruxureWare Power Monitoring Expert 7.2 Installation Guide Installing SQL Server
3. The Product Key page opens.
For the installation using the DVD available from Schneider Electric, the product key is provided by default. For customer supplied installation media, enter your product key.
Click Next.
4. Read the license agreement on the License Terms page, then select I accept the
license terms and click Next to continue.
Note that the SQL edition available from Schneider Electric is a "Per Core" license and that this SQL server can only be used with Power Monitoring Expert software.
© 2014 Schneider Electric. All rights reserved.
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Installing SQL Server StruxureWare Power Monitoring Expert 7.2 Installation Guide
5. If the Product Updates page opens, click Next to install any updates and to proceed to the next page.
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StruxureWare Power Monitoring Expert 7.2 Installation Guide
6. Click Install on the Install Setup Files page to install the setup files.
Installing SQL Server
The Setup Support Rules page opens after the installation of the files showing the validation results. You can click Show details to view a list of the rules that were validated. If validation is not successful, follow the instructions on the page and click
Rerun. Click Next when the validation is successful.
7. Leave SQL Server Feature Installation selected on the Setup Role page and click
Next.
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Page 19 of 54
Installing SQL Server StruxureWare Power Monitoring Expert 7.2 Installation Guide
8. On the Feature Selection page under Instance Features, select Database Engine Ser-
vices. Under Shared Features, select Management Tools - Basic and Management
Tools - Complete. Select any of the other shared features that you want to install.
l
Database Engine Services is required if you are installing on a server that is used as a Standalone Server or on a Database Server in a distributed system.
Page 20 of 54
Click Next when you complete your selections. The setup process validates that the installation can proceed and shows the results on the Installation Rules page.
If validation is not successful, follow the instructions on the page and click Rerun. Click
Next to proceed to the Instance Configuration page when the validation is successful.
9. Select Named instance and enter a name in the Instance Name field, for example ION.
(Do not use an underscore character ( _ ) within the instance name.) Click in the
Instance ID field to automatically add your Instance name entry. Click Next.
© 2014 Schneider Electric. All rights reserved.
StruxureWare Power Monitoring Expert 7.2 Installation Guide Installing SQL Server
10. Review the information on the Disk Space Requirements page and click Next.
The disk space required for the installation is summarized in the Disk Usage Summary area on this page.
11. The Account Name for SQL Server Agent and SQL Server Database Engine on the
Server Configuration page needs to be NT AUTHORITY\SYSTEM (your local system account). Highlight the existing entries in the Account Name column and enter NT
AUTHORITY\SYSTEM for the two services.
Note that if you specify a Windows account other than the local system account, when you begin installing Power Monitoring Expert, the Check System page in the Installer
© 2014 Schneider Electric. All rights reserved.
Page 21 of 54
Installing SQL Server StruxureWare Power Monitoring Expert 7.2 Installation Guide will indicate that the service account under which the SQL Server currently runs does not have the required system permissions. To resolve this situation you need to do one of the following: l
Temporarily change the SQL Server service to run under an account that has Write permissions to (1) the folder created for the product's databases (the default is the install location for ...\Schneider Electric\Power Monitoring Expert, and (2), for the current logged-in user's Temp folder. (To find the full path to the Temp folder, click Start >
Run, enter %Temp% and click OK.) The default local system account is an example of an account with these privileges.
l
Temporarily grant Write permission for the two folders mentioned above to the Windows account that the SQL Server service runs under. Use the Windows Services control panel to identify this account. (Click Start > Administrative Tools > Ser-
vices, right-click SQL Server, click the Log On tab in the SQL Server Properties dialog.)
You can revert the temporary changes after the installation of Power Monitoring Expert completes.
12. Click Next to proceed to the Database Engine Configuration page.
13. On the Server Configuration tab of the Database Engine Configuration page, select
Mixed Mode. Type a password for the SQL Server system administrator (sa) account in the Enter password and Confirm password fields. (Keep a record of the password for future use.) Click Add Current User to add the SQL Server Administrator, then click the
Data Directories tab.
NOTICE
LOSS OF DATA
• Use a strong password for the System Administrator account consisting of at least
6 characters that are a combination of uppercase and lowercase letters, numbers, and symbols such as @, #, $, %.
• Only allow users with advanced knowledge of SQL Server databases access to the
SQL Server.
Failure to follow these instructions can result in unauthorized access to SQL
Server databases.
Page 22 of 54 © 2014 Schneider Electric. All rights reserved.
StruxureWare Power Monitoring Expert 7.2 Installation Guide Installing SQL Server
14. If additional drives are available on your server, you can specify a different drive for the
TempDB directory and Temp DB log directory fields. Click Next to proceed to the Error
Reporting page.
The specification of different drives is for performance reasons. If all of the files are located on the same drive, data that is being inserted, updated, or deleted can potentially result in slower write operations than if the Temp DB directories are located on a separate drive. The specification of different drives is dependent on your hardware configuration and may not be possible in all cases.
15. Selections are optional on the Error Reporting page.
© 2014 Schneider Electric. All rights reserved.
Page 23 of 54
Installing SQL Server StruxureWare Power Monitoring Expert 7.2 Installation Guide
16. Click Next to validate that the installation can proceed. The results are shown on the
Installation Configuration Rules page. If validation is not successful, follow the instructions on the page and click Rerun. Click Next when the validation is successful.
17. Click Install on the Ready to Install page.
The Ready to Install page shows the SQL Server features that are about to be installed.
The Installation Progress page provides a visual indication of the progress of the installation.
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When the installation finishes, the Complete page opens.
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StruxureWare Power Monitoring Expert 7.2 Installation Guide Installing SQL Server
The Complete page contains information about the Setup operations or possible next steps, as well as supplemental information related to your installation.
18. Click Close on the Complete page to close the setup dialog.
You can select Search for product updates in the SQL Server Installation Center.
Close the dialog after any updates are installed.
Next step
You can now install Power Monitoring Expert software on a Standalone Server or in a distributed configuration consisting of a Database Server and Primary Server. For a description of the installation process, see
"Power Monitoring Expert installation" on page 31
.
Adding an instance to an existing SQL Server installation
To configure a SQL Server instance specifically for use by Power Monitoring Expert, you need to rerun the SQL Server 2012 Setup wizard.
Before starting the SQL Server installation, ensure that you: l
Are logged in with a user account that has administrative privileges.
l
Stop any other programs that are running, save your work, and close any open applications.
l
Have the SQL Server 2012 installation media.
The steps to add and configure a new server instance are the same as those for "Installing
SQL Server 2012" on page 16 . The exceptions are the steps related to the following SQL
Server 2012 Setup pages: l
Installation Type.
l
Feature Selection.
© 2014 Schneider Electric. All rights reserved.
Page 25 of 54
Installing SQL Server StruxureWare Power Monitoring Expert 7.2 Installation Guide l
Instance Configuration.
l
Database Engine Configuration.
The input required for the Setup pages listed above is described in more detail where the pages occur in the following sequence of steps.
1. See
"Installing SQL Server 2012" on page 16
for the directions for the following SQL
Server 2012 Setup pages: l
SQL Server Installation Center.
l
Setup Support Rules.
l
Product Updates.
2. When you click Next on the Product Updates page, the Install Setup Files page opens and the setup support files are installed. Click Install to install the setup support files listed under the Feature Name column on the page.
The Setup Support Rules page opens after the installation of the files showing the validation results. You can click Show details to view a list of the rules that were validated. If validation is not successful, follow the instructions on the page and click
Rerun. Click Next when the validation is successful.
3. Select Perform a new installation of SQL Server 2012 on the Installation Type page and click Next.
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4. If the product key is displayed by default on the Product Key page, click Next. Otherwise, select Enter the product key, type the product key in the field and click Next.
5. See
"Installing SQL Server 2012" on page 16
for the directions for the following SQL
Server 2012 Setup pages: l
License Terms.
l
Setup Role.
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StruxureWare Power Monitoring Expert 7.2 Installation Guide Installing SQL Server
6. On the Feature Selection page under Instance Features, select Database Engine Ser-
vices. Note that Reporting Services is no longer required. Under Shared Features, select Management Tools - Basic and Management Tools - Complete if they are not already selected. Select any of the other shared features that you want to install.
l
Database Engine Services is required if you are installing on a server that is used as a Standalone Server or on a Database Server in a distributed system.
Click Next when you complete your selections. The setup process validates that the installation can proceed and shows the results on the Installation Rules page. If validation is not successful, follow the instructions on the page and click Rerun. Click
Next to proceed to the Instance Configuration page when the validation is successful.
7. Select Named instance and enter a name in the Instance Name field, for example ION.
(Do not use an underscore character ( _ ) within the instance name.) Click in the
Instance ID field to automatically add your Instance name entry. Click Next.
Any existing instance names appear in the Installed Instances area on the page.
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Installing SQL Server StruxureWare Power Monitoring Expert 7.2 Installation Guide
8. See
"Installing SQL Server 2012" on page 16
for the directions for the following SQL
Server 2012 Setup pages: l
Disk Space Requirements.
9. The Account Name for SQL Server Agent and SQL Server Database Engine on the
Server Configuration page needs to be NT AUTHORITY\SYSTEM (your local system account). Highlight the existing entries in the Account Name column and enter NT
AUTHORITY\SYSTEM for the two services.
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Note that if you specify a Windows account other than the local system account, when you begin installing Power Monitoring Expert, the Check System page in the Installer will indicate that the service account under which the SQL Server currently runs does not have the required system permissions. To resolve this situation you need to do one of the following: l
Temporarily change the SQL Server service to run under an account that has Write permissions to (1) the folder created for the product's databases (the default is the install location for ...\Schneider Electric\Power Monitoring Expert\Database, and (2), for the current logged-in user's Temp folder. (To find the full path to the Temp folder, click
Start > Run, enter %Temp% and click OK.) The default local system account is an example of an account with these privileges.
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StruxureWare Power Monitoring Expert 7.2 Installation Guide Installing SQL Server l
Temporarily grant Write permission for the two folders mentioned above to the Windows account that the SQL Server service runs under. Use the Windows Services control panel to identify this account. (Click Start > Administrative Tools > Ser-
vices, right-click SQL Server, click the Log On tab in the SQL Server Properties dialog.)
You can revert the temporary changes after the installation of Power Monitoring Expert completes.
10. Click Next to proceed to the Database Engine Configuration page.
11. See
"Installing SQL Server 2012" on page 16
for the directions for the following SQL
Server 2012 Setup pages: l
Database Engine Configuration
l
Installation Configuration Rules.
l
Ready to Install.
l
Installation Progress.
l
Complete.
12. You can select Search for product updates in the SQL Server Installation Center.
Close the dialog after any updates are installed.
Next step
You can now install Power Monitoring Expert software on a Standalone Server or in a distributed configuration consisting of a Database Server and Primary Server. For a description of the installation process, see
"Power Monitoring Expert installation" on page 31
.
Adding an instance to an existing SQL Server Express installation
If you have previously installed SQL Server 2012 SP1 Express, you can add a SQL Server
Express instance for use with Power Monitoring Expert by following the directions for
"Installing Power Monitoring Expert software" on page 34
.
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Tasks performed by the product Installer StruxureWare Power Monitoring Expert 7.2 Installation Guide
Tasks performed by the product Installer
Depending on your operating system version, your SQL Server edition, and the setup type
(server or client) that you select for installation, the Power Monitoring Expert Installer performs some or all of the following tasks prior to the installation of the software: l
Checks for the appropriate version of .NET Framework and initiates its installation if required.
l
Checks that adequate disk space is available for the files that are written to the hard disk.
l
Verifies that the SQL Server Agent is installed.
l
Validates that a supported SQL Server edition and service pack level are installed.
l
Verifies the connection to the SQL Server.
l
Checks for 32-bit SQL Server edition.
l
Checks for the presence of ASP.NET.
l
Verifies that the appropriate account permissions are defined, for example, that the SQL
Server system administrator (sa) account is set with Administrator as the user.
l
Verifies that the Windows account that the SQL Server service runs under has the proper folder permissions to proceed.
The Installer performs configuration tasks during the installation process. Some of these tasks are listed below. See the Installation log that is available at the conclusion of the installation process to view all of the actions performed by the Installer.
l
Installs SQL Server backwards compatibility.
l
Configures the SQL Server Agent.
l
Configures ASP.NET.
l
Configures SQL Server.
l
Registers, verifies the registration of, and starts services.
l
Installs and configures Internet Information Services (IIS).
l
Installs Schneider Electric License Manager, Schneider Electric Floating License Manager, and trial licenses. See
"Activate software licenses" on page 48
for further information.
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StruxureWare Power Monitoring Expert 7.2 Installation Guide Power Monitoring Expert installation
Power Monitoring Expert installation
The Power Monitoring Expert installation consists of running the Installer and selecting options as you proceed through the installation process. This topic describes the different setup types that are available during installation and also provides a step-by-step description of the installation process.
Setup types available in the Installer
The Installer lets you select a setup type for your Power Monitoring Expert installation. The setup types are: l
Standalone Server.
l
Database Instance (for a distributed installation).
l
Primary Server (for a distributed installation).
l
Secondary Server.
l
Engineering Client.
l
Reporting Client Only.
Standalone Server setup type
A Standalone Server hosts Power Monitoring Expert configuration files, the services that are required for the system to function, and a SQL Server instance for the Power Monitoring
Expert databases.
Make sure your computer meets the operating system and SQL Server requirements summarized in
. It is recommended that you run the Windows
Update service before and after installing the software.
To ensure that client computers and Secondary Servers can be installed and will operate successfully, the Standalone Server (or Primary Server in a distributed installation) must meet the following requirements: l
Exists on the Local Area Network (LAN).
l
Shares full Read and Write permissions on the Power Monitoring Expert folder.
l
Enables file and printer sharing on the LAN properties.
Perform the software installation directly on the server. Remote installation is not recommended.
Considerations for a Standalone installation
Before proceeding with the Standalone Server installation, ensure that you complete the following tasks: l
"Configuring your operating system" on page 11 .
l
"Installing SQL Server" on page 14
, or if applicable, "Adding an instance to an existing
SQL Server installation" on page 25 .
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Power Monitoring Expert installation StruxureWare Power Monitoring Expert 7.2 Installation Guide
If you intend to use a supported SQL Server Express edition, it is installed at the same time as Power Monitoring Expert on a Standalone Server.
Database Instance and Primary Server setup types
The Database Instance and Primary Server setup types comprise a distributed installation.
The server used for the Database Instance in a distributed installation hosts an edition of
Microsoft SQL Server and your Power Monitoring Expert databases. This network configuration requires that you install the server hosting your Database Instance on your network before installing the Primary Server.
A Primary Server in a distributed installation hosts Power Monitoring Expert configuration files and the services that are required for the system to function. The Primary Server communicates with a separate Database Server to access Power Monitoring Expert databases.
See the System Design Guide for information about planning for and setting up your system.
The guide also provides information about a Database Server deployed in a clustered SQL
Server environment.
Distributed installation considerations
Before proceeding with the installation of your distributed system, ensure that you complete the following tasks: l
"Configuring your operating system" on page 11 .
l
"Installing SQL Server" on page 14
, or if applicable "Adding an instance to an existing
SQL Server installation" on page 25 .
l
Prior to beginning the installation, ensure that all of the servers on the network can communicate with each other. For example, to test for this, open a command prompt on each server and type ping computer_name, where computer_name is the name of the computer you want to contact. A successful response shows 4 attempts to contact the computer, lists the IP Address, indicates Packets: Sent = 4. Received = 4,
Lost = 0 (0% loss)
, plus timing data. If this is not the case, it indicates that the computers cannot communicate and that you need to resolve the connectivity situation.
Note that the ping utility requires that Internet Control Message Protocol (ICMP) be enabled on your network. Contact your Network Administrator if ping does not work.
l
Run the Windows Update service on both the server hosting the Database Instance and the Primary Server to install the latest security patches and hotfixes from Microsoft.
l
For a distributed installation, you need to install the server hosting the Database Instance on your network before installing the Primary Server.
Secondary Server setup type
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.
For additional information about Secondary Servers, see the System Design Guide.
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StruxureWare Power Monitoring Expert 7.2 Installation Guide Power Monitoring Expert installation
Engineering Client setup type
An Engineering Client workstation provides administrators and power users access to the
Power Monitoring Expert graphical user interface components (Management Console, Vista,
Designer). You can use these components to add and configure devices, troubleshoot your system, edit graphics, or perform ION programming tasks. An Engineering Client needs to be installed after a Standalone Server or a Primary Server is installed and running.
Reporting Client Only setup type
A Reporting Client workstation provides administrators and power users with the ability to generate reports using the Reporter component of Power Monitoring Expert. A Reporting
Client needs to be installed after a Standalone Server or a Primary Server is installed and running.
Setup Types and applicable Installer pages
The following table indicates the pages in the Installer associated with each setup type.
Because Secondary Server installations are not common, the Secondary Server setup type is excluded from the table. The "Y" indicates that the Installer page appears during the installation of that setup type, and the "n/a" indicates that the page is not applicable and does not appear during the installation process.
Installer pages
Application Language
Welcome
License Agreement
Setup Type
User Information
Supervisor Account
Web Application
File Destination
Primary Server
Database Software
Database Instance
Check System
Ready to Configure
Copy Files
Configure System
Complete
Standalone
Y
Y n/a
Y n/a
Setup Types
Distributed Installation
Database
Instance
Primary
Server
Y for all setup types
Y for all setup types
Y for all setup types n/a n/a
Y for all setup types
Y for all setup types
Y
Y n/a
Y n/a
Y for all setup types n/a n/a
Y
Y for all setup types
Y for all setup types
Y for all setup types
Y for all setup types
Y for all setup types
Engineering
Client
n/a n/a
Y n/a n/a
Reporting
Client Only
n/a n/a
Y n/a n/a
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Power Monitoring Expert installation StruxureWare Power Monitoring Expert 7.2 Installation Guide
Installing Power Monitoring Expert software
Start the installation process by inserting the Power Monitoring Expert DVD into the DVD drive. If the installation does not start automatically, use Windows Explorer to navigate to the
DVD drive and double-click MainSetup.exe. Note that if you copy the contents of the DVD to a folder on your system, there should be no space in the folder name.
1. Install Microsoft .NET Framework if prompted.
2. Application Language page for all setup types:
Select the Application Language from the list and click Next.
Note
National language releases for the software are supported as follows: l
The same language versions of Power Monitoring Expert, the SQL Server , and the operating system. For example, Spanish versions of the product and SQL Server installed on an operating system with a regional setting of Spanish.
l
English language versions of Power Monitoring Expert and the SQL Server installed on an operating system with a regional setting other than English. For example, English versions of the product and SQL Server installed on a operating system with a regional setting of German.
3. Welcome page for all setup types:
Click Next on the Welcome page to proceed to the License Agreement page.
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StruxureWare Power Monitoring Expert 7.2 Installation Guide Power Monitoring Expert installation
The Welcome page provides reminders for tasks to complete before continuing with the installation.
4. License Agreement page for all setup types:
Read the End User License Agreement (EULA) on the License Agreement page.
If you accept the terms of the license agreement, click I Agree to proceed to the Setup
Type page.
5. Select the setup type you want to install from the list if it is not already selected, and click Next.
For Standalone Server:
© 2014 Schneider Electric. All rights reserved.
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Power Monitoring Expert installation
For Database Instance:
StruxureWare Power Monitoring Expert 7.2 Installation Guide
For Primary Server:
For Engineering Client:
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StruxureWare Power Monitoring Expert 7.2 Installation Guide
For Reporting Client Only:
Power Monitoring Expert installation
6. User Information page for all setup types:
Enter the user-related information in the User Name and Company Name fields on the
User Information page and click Next.
7. Supervisor Account page for Standalone Server and Primary Server setup types only:
Use the Supervisor Account page to enter and confirm a password for the supervisor account for the software. Select Show characters to see the password in alpha/numeric format. Click Next.
NOTICE
LOSS OF DATA
• Use a strong password for the supervisor account consisting of at least 6 characters that are a combination of uppercase and lowercase letters, numbers, and symbols such as @, #, $, %.
• Only allow users with advanced knowledge of site administration supervisor account access.
Failure to follow these instructions can result in unauthorized access to Power
Monitoring Expert system components.
The supervisor account has the highest level of access to the system.
© 2014 Schneider Electric. All rights reserved.
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Power Monitoring Expert installation StruxureWare Power Monitoring Expert 7.2 Installation Guide
After installation of the software, you can open User Manager to add additional users, assign passwords, and select the appropriate access level for each user. Open
Management Console and select Tools > User Manager.
8. Web Application page for Standalone Server and Primary Server setup types only:
Use the Web Application page to change the default URL path for the Web
Applications component of the product or use the default values and click Next.
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9. File Destination page for Standalone Server and Database Instance setup types only:
The File Destination page indicates the default installation locations for the product folders and files, and for the location of the databases. Use the browse button to select different locations if desired. Click Next.
Click Yes if you are prompted to create the folders.
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StruxureWare Power Monitoring Expert 7.2 Installation Guide Power Monitoring Expert installation
10. File Destination page for Primary Server, Engineering Client, and Reporting Client
Only setup types:
The File Destination page indicates the default installation location for the product folders and files. Use the browse button to select a different location. Click Next.
Click Yes if you are prompted to create the folder.
11. Database Software or Database Instance page for Standalone Server or Primary
Server setup types, respectively: l
If a SQL Server instance is not found on your Standalone Server, the Database
Software page indicates that SQL Server Express will be installed. Click Next to continue with the installation.
© 2014 Schneider Electric. All rights reserved.
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Power Monitoring Expert installation StruxureWare Power Monitoring Expert 7.2 Installation Guide l
If a SQL Server Express instance is found on your Standalone Server, you need to select the Install SQL Server Express on this computer option to install SQL
Server Express for use with Power Monitoring Expert. Click Next.
The SQL Server 2012 Setup wizard opens at the Install Setup Files page and the files are installed automatically.
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The installation of SQL Server Express begins after the Setup Support files are installed. The Installation Progress page visually indicates the progress of the installation.
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StruxureWare Power Monitoring Expert 7.2 Installation Guide Power Monitoring Expert installation
Upon completion of the SQL Server Express installation, a system check is performed to verify that the mandatory prerequisites have been met. The results of the verification are shown on the Check System page.
l
If a SQL Server Standard/Enterprise instance is installed on your server as the prerequisite for installing a Standalone Server setup type:
Select the database instance for your SQL Server on the Database Software page, provide the necessary authentication values, and click Next.
The SQL Server instance that you want to select is the one that you specified for use with Power Monitoring Expert when you installed or reconfigured the SQL Server.
l
If SQL Server Standard/Enterprise instance is installed on your Database server as a prerequisite for installing a Primary Server setup type for a distributed environment:
Select the database instance for your SQL Server on the Database Instance page, provide the necessary authentication values, and click Next.
The SQL Server instance that you want to select is the one that you specified for use with Power Monitoring Expert when you installed or reconfigured the SQL Server on the Database server.
© 2014 Schneider Electric. All rights reserved.
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Power Monitoring Expert installation StruxureWare Power Monitoring Expert 7.2 Installation Guide
12. Check System for all setup types:
The Check System page verifies that the mandatory prerequisites have been met before proceeding. (For Windows Server 2012, the Check ASP.NET item is replaced by Check
.NET 3.5.) If a problem occurs during the system check, the item is identified and clicking on it displays additional information about the situation. Click Next.
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Note that if you specified a Windows account other than the local system account when you installed a supported edition of SQL Server Standard or Enterprise, the Check
System page will indicate that the service account under which the SQL Server currently runs does not have the required system permissions. To resolve this situation you need to do one of the following: l
Temporarily change the SQL Server service to run under an account that has Write permissions to (1) the folder created for the product's databases (the default is the install location for ...\Schneider Electric\Power Monitoring Expert, and (2), for the current logged-in user's Temp folder. (To find the full path to the Temp folder, click Start >
Run, enter %Temp% and click OK.) The default local system account is an example of an account with these privileges.
l
Temporarily grant Write permission for the two folders mentioned above to the Windows account that the SQL Server service runs under. Use the Windows Services control panel to identify this account. (Click Start > Administrative Tools > Ser-
vices, right-click SQL Server, click the Log On tab in the SQL Server Properties dialog.)
You can revert the temporary changes after the installation of Power Monitoring Expert completes.
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StruxureWare Power Monitoring Expert 7.2 Installation Guide Power Monitoring Expert installation
13. Ready to Configure page for all setup types:
The Ready to Configure page summarizes your configuration for the installation of the software. Click Install to begin the installation.
14. Copy Files page for all setup types:
The Copy Files page indicates the progress as files are copied to the server as part of the installation.
When the copying operation is complete, the Configure System page opens.
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Power Monitoring Expert installation StruxureWare Power Monitoring Expert 7.2 Installation Guide
The Configure System page indicates each of the configuration actions taking place during the installation. If a configuration step is not successful, an X appears in a column to the left of the item and you are given an option to continue with the installation or to cancel the install process. You can also click the link on the message text on the right of the item to display instructions for resolving the error.
Click Next when the configuration process ends to open the Complete page.
15. Complete page for all setup types:
The Complete page contains links that open the Installation Log and start the Web
Applications component, respectively.
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The Installation Log summarizes the processing that took place during the installation process. (The installation log can be acccessed at a later time in the install location within ...\Schneider Electric\Power Monitoring Expert\SetupLogs.) Click the Web
Application link to verify that Web Applications component launches successfully in a browser.
16. Click Close to close the installer.
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StruxureWare Power Monitoring Expert 7.2 Installation Guide Power Monitoring Expert installation
Note
It is recommended that you restart your computer after installing the software to ensure that components started from the Run dialog run successfully.
Verify that IIS is working
Ensure that IIS is working by typing the URL http://localhost/ in the address field of
Internet Explorer.
The following is displayed in the browser:
© 2014 Schneider Electric. All rights reserved.
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Using a Web Client StruxureWare Power Monitoring Expert 7.2 Installation Guide
Using a Web Client
A Web Client can be used by operators and others to access the Web Applications component of Power Monitoring Expert on a day-to-day basis. Web Applications encompass
Dashboards, Diagrams, Tables, Alarms, and Reports.
The browsers supported on Web Client computers are: l
Microsoft Internet Explorer versions 9 or 10.
l
Google Chrome version 20 or later.
l
Apple Safari version 5 or later on Mac computers.
To access Web Applications from a Web Client, enter an IP address or an address in the following format in your browser: http://domain_name/Web where domain_name is the fully-qualified name of the server hosting Power Monitoring
Expert and Web is the default root directory, which can be changed during installation. For example, for server name srv1, company name MyCompany,and a root directory of Web, enter the address in the browser as: http://srv1.MyCompany.com/Web
By default, the first application on the Navigation Bar in Web Applications opens in the browser. To specify which application should open first, add one of the following application query parameters to the Web address. Note that /?application is case-sensitive.
/?application=Diagrams
/?application=Tables
/?application=Alarms
/?application=Reports
Silverlight support
Any computer that you use to access the browser-based Web Applications component requires Silverlight version 4.0 or later. If Silverlight is not installed, a Web page indicates that you need to install it before you can proceed. Click Click now to install to open a download pop-up. Select Run to install it over the Internet.
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StruxureWare Power Monitoring Expert 7.2 Installation Guide Using a Web Client
If a message indicates that the Internet Explorer Security settings prevent the downloading of the file, you need to update the browser's internet options.
1. Click the Tools icon or the Tools menu item and select Internet options.
2. Click the Security tab , click Internet in the Select a zone to view or change security
settings area, then click Custom level.
3. Scroll through the Settings list and locate Downloads > File download.
4. Select Enable and then click OK to close the Security Settings dialog.
5. Click OK to close the Internet Options dialog.
6. Click Click now to install to open a download pop-up and proceed with installation of Silverlight.
If your site restricts access to the Internet, you should contact your System Administrator, as indicated when you click Unable to install Silverlight?.
Your System Administrator can use an Internet-enabled computer to review the Silverlight deployment methods described in the Microsoft Silverlight Deployment Guide at http://download.microsoft.com/download/C/D/5/CD5AAAE3-21F7-47A8-B7D5-
39E36BAF9AC8/Silverlight_Deployment_Guide.docx
© 2014 Schneider Electric. All rights reserved.
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Post-installation tasks StruxureWare Power Monitoring Expert 7.2 Installation Guide
Post-installation tasks
Perform the following procedures after you install the Power Monitoring Expert software.
Restart your system
It is recommended that you restart your system after installing the software to ensure that components started from the Run dialog run successfully.
Complete the product registration
When you log in to Management Console, a registration reminder message opens. You can complete the product registration by following the instructions in the Product Registration dialog. The message continues to appear at each log in until you complete the registration.
Activate software licenses
The installed software includes a 90-day trial license for all features of the product.You must activate valid purchased software licenses within 90 days, otherwise some software functionality is disabled.
NOTICE
LOSS OF COMMUNICATION
• Be sure to activate product and component licenses prior to the expiry of the trial license.
• Ensure that you activate sufficient licenses for the servers and devices in your system.
Failure to follow these instructions can result in loss of data.
You need to purchase and activate licenses for the following software features: l
Communications Server – requires Server and Device licenses.
l
Vista/Designer – requires an Engineering Client license.
l
OPC Server – requires an OPC DA Server license.
l
Billing Report – requires a Billing Report Module license.
l
Web Clients – require Web Client licenses.
When your order is processed, a software license Entitlement Certificate is sent by email from [email protected]. (You may need to change the settings in your email application to ensure that this email arrives in your inbox and is not routed to your spam folder.)
To activate your software licenses:
1. Locate your Entitlement Certificate email.
2. Follow these instructions to activate your licenses:
Page 48 of 54 © 2014 Schneider Electric. All rights reserved.
StruxureWare Power Monitoring Expert 7.2 Installation Guide Post-installation tasks a. Open the Schneider Electric Floating License Manager from Start > All Pro-
grams > Schneider Electric.
b. Click Activate to open the Activation Method dialog.
c. Choose one of the available activation methods and follow the detailed instructions provided in the dialog.
Note that you can activate Power Monitoring Expert software licenses over the
Internet or by email. Phone activation is not available at this time.
d. Follow the directions on the Activation ID page of the dialog and enter the Activation
IDs referenced in your Entitlement Certificate email.
e. Click Finish to complete the process.
For Secondary communication servers or Engineering Client computers, additional steps may need to be completed before the software detects the licenses. It is recommended that you contact Technical Support for instructions in completing these steps.
Contact the Software Registration Center if you experience any problems activating your software licenses. Click Help > Support in Schneider Electric Floating License Manager for the contact information.
Refer to the online help in Schneider Electric Floating License Manager for additional information.
Check services
Open the Windows Services dialog and ensure that all of the necessary ION and Schneider
Electric services are started. The 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. Use the Log On tab on the service properties dialog to do this. The Log On As account must have read/write permissions on the product's installation directory, which by default is ...\Schneider Electric\Power Monitoring Expert.
For more information see the "ION Services" topic in the online Power Monitoring Expert
Help.
Create local user groups
You can create Microsoft Windows local user groups on a Power Monitoring Expert primary server (that is, on the Standalone Server or the Primary Server) as a way to manage user access through group permissions. The table below shows the permissions assigned to an administrator group and a user group:
Group Name
Access to
...\Power Monitoring Expert\system
1
Access to
...\Power Monitoring
Expert\config
1
Administrator_Group_Name, which is the name you create for your administrator group.
Full Control Full Control
User_Group_Name, which is the name
Read Change you create for your user group.
1
On a 32-bit server, this is under ...\Program Files\Schneider Electric\. On a 64-bit server, this is under
...\Program Files (x86)\Schneider Electric\.
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Post-installation tasks StruxureWare Power Monitoring Expert 7.2 Installation Guide
Review Windows Task Scheduler
The Windows Task Scheduler has preconfigured scheduled jobs for performing backups, maintenance, size notification, and trims on the Power Monitoring Expert databases. Review these schedules and make any modifications that you require.
For more information refer to the Database Manager and Windows Task Scheduler section in the online Power Monitoring Expert Help.
Configuring Compatibility View Settings in Internet Explorer 11
If you intend to use Internet Explorer 11 on your Windows server, Web Client computer,
Engineering Client computer, or Windows server, you need to configure the browser's compatibility view to help ensure that the Web Applications component functions correctly.
To configure the compatibility view:
1. Open the Web Applications component in Internet Explorer 11.
2. Press the Alt key to display the toolbar in the browser.
3. Select Tools > Compatibility View to open the Compatibility View Settings dialog.
The address for Web Applications is in the Add this website field.
4. Click Add to add the setting to the Websites you've added to Compatibility View field.
5. Click Close.
You can now use the Web Applications component.
Configuring SQL Express on a Standalone Server for an
Engineering Client connection
An Engineering Client can connect to a Standalone Server if the TCP/IP protocol is enabled in SQL Express.
Complete the following steps to enable the TCP/IP protocol:
1. Click Start > All Programs > Microsoft SQL Server 20xx > Configuration Tools >
SQL Server Configuration Manager, where 20xx is the SQL Server version.
2. Expand SQL Server Network Configuration in the left pane and click Protocols for
ION.
3. If the TCP/IP protocol status is Disabled, right-click TCP/IP, and: a. Select Enable in the menu, or, b. Click Properties to open the TCP/IP Properties dialog, select Yes for Enabled, and click OK.
When you enable the TCP/IP protocol, an informational message indicates that you need to restart the service before the change takes effect.
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StruxureWare Power Monitoring Expert 7.2 Installation Guide Post-installation tasks
4. Click SQL Server Services in the left pane under SQL Server Configuration
Manager.
5. Click SQL Server (ION) to select it and then click the Restart service icon in the toolbar to stop the service and restart it.
6. Close SQL Server Configuration Manager.
Security considerations
This section outlines specific security considerations after the Power Monitoring Expert installation.
Power Monitoring Expert software security
Select Help in User Manager for further information about creating users and groups, and in setting system access levels.
For more information refer to the "User Manager" section under "Management Console Tools" in Power Monitoring Expert Help.
Using HTTP SSL to secure Web-site communications
The Secure Socket Layer (SSL) protocol allows you to establish an encrypted link between your Web server and a browser to protect login credentials and data from interception by a 3rd party on the network.
The Web Applications component (consisting of Dashboards, Diagrams, Alarms, Tables, and Reports) can be accessed via SSL by specifying "https" instead of "http" in a Web browser on a client computer. For example: https://domain_name/Web where domain_name is the fully-qualified name of the server hosting Power Monitoring
Expert and Web is the default root directory, which can be changed during installation.
Alternatively, you can use the IP address of the server.
Notes
Although SSL functions out-of-the-box with Power Monitoring Expert software, Web browsers on client computers may issue a message to users indicating that the SSL certificate has not been issued by a trusted certificate authority. To remove this warning and improve the security of your system, it is recommended that you purchase and install a certificate from a certificate authority.
To enforce the use of SSL with Power Monitoring Expert, a network-level HTTP filter must be applied. However, to maintain proper functioning of the Power Monitoring Expert software, do not disable HTTP support in IIS. It is advisable to block HTTP access to the
Power Monitoring Expert server, but not to disable HTTP on the server.
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Page 51 of 54
Post-installation tasks StruxureWare Power Monitoring Expert 7.2 Installation Guide
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 Power Monitoring Expert. Contact Technical Support for details before you attempt to modify user IDs and passwords.
NTFS and Share permissions on the product directory
All share permissions are automatically set to “Read” permissions for the “Everyone” group; this includes the Power Monitoring Expert share (the product's installation directory).
Change the product directory's share permission to Read/Write for users of Engineering
Client computers who need to modify files, such as Vista diagrams, and for users of
Reporting Client computers who need to generate reports.
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StruxureWare™ Power Monitoring Expert 7.2
Installation Guide
Schneider Electric
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F - 92506 Rueil Malmaison Cedex www.schneider-electric.com
ION, ION Enterprise, Modbus, PowerLogic,StruxureWare and Schneider Electric are either trademarks or registered trademarks of Schneider Electric in France, the USA and other countries.
Other trademarks used are the property of their respective owners.
7EN02-0349-00 03/2014
© 2014 Schneider Electric. All Rights Reserved.
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