Proficy* SmartSignal 6.1 Installation Guide

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1 Prficy* SmartSignal 6.1 IG_P-SS_6.1 R0

2 Prficy* SmartSignal 6.1 Disclaimer f Warranties and Liability The infrmatin cntained in this manual is believed t be accurate and reliable. Hwever, GE Intelligent Platfrms, Inc. assumes n respnsibilities fr any errrs, missins r inaccuracies whatsever. Withut limiting the freging, GE Intelligent Platfrms, Inc. disclaims any and all warranties, expressed r implied, including the warranty f merchantability and fitness fr a particular purpse, with respect t the infrmatin cntained in this manual and the equipment r sftware described herein. The entire risk as t the quality and perfrmance f such infrmatin, equipment and sftware, is upn the buyer r user. GE Intelligent Platfrms, Inc. shall nt be liable fr any damages, including special r cnsequential damages, arising ut f the use f such infrmatin, equipment and sftware, even if GE Intelligent Platfrms, Inc. has been advised in advance f the pssibility f such damages. The use f the infrmatin cntained in the manual and the sftware described herein is subject t GE Intelligent Platfrms, Inc. standard license agreement, which must be accepted by the buyer r user befre the use f such infrmatin, equipment r sftware. Trademark Ntices 2016, General Electric Cmpany. All rights reserved. Prficy is a trademark f GE Intelligent Platfrms, Inc., a whlly-wned subsidiary f General Electric Cmpany. * Indicates a trademark f General Electric Cmpany and/r its subsidiaries. All ther prduct names and marks identified thrughut this bk are trademarks r registered trademarks f their respective cmpanies. They are used thrughut this bk in editrial fashin nly. N such use, r the use f any trade name, is intended t cnvey endrsement r affiliatin. N part f this publicatin may be reprduced in any frm, r stred in a database r retrieval system, r transmitted r distributed in any frm by any means, electrnic, mechanical phtcpying, recrding r therwise, withut the prir written permissin f GE Intelligent Platfrms. Infrmatin cntained herein is subject t change withut ntice. IG_P-SS_6.1 R0 Page 2 f 20

3 Prficy* SmartSignal 6.1 Table f Cntents 1.0 Intrductin Audience Permissins Prduct Release and Applicability Installatin Prerequisites Infrastructure Cnfiguratin SmartSignal 6.1 New Database Installatin Checklist SmartSignal 6.1 Upgrade Database Installatin Checklist Pst Installatin Verificatin Site Management Cntrller Site Management Agent Agent Server Event Jurnal Runtime Engine Cnnectin Engine Cnnectin Engine -> Data Surce Cnnectins Site Management Database Backup & Restre SmartSignal Database Hw t Back Up a Database (SQL Server Management Studi) Hw t Restre a Database Backup (SQL Server Management Studi) Lcatin f Applicatin Lgs Cntact Infrmatin GlbalCare Training Appendix A: SmartSignal 6.1 New Database Installatin Checklist... 1 Appendix B: SmartSignal 6.1 Upgrade Database Installatin Checklist... 1 Appendix C: Install SmartSignal Database Manager... 1 Appendix D: Install SmartSignal Services... 1 Appendix E: Install SmartSignal Cre... 1 IG_P-SS_6.1 R0 Page 3 f 20

4 Prficy* SmartSignal Intrductin This dcument prvides instructins fr installatin f Prficy SmartSignal Hw t Use this Guide The sftware installatin is perfrmed in a series f stages. There is a checklist assciated with each phase that must be fllwed in the rder specified. This guideline cntains the detailed infrmatin allwing yu t perfrm each step in the checklists. 1.2 Audience It is intended fr thse respnsible fr the setup f the prduct. Netwrk administratrs can als use this guide fr infrmatin abut cnfiguring and managing the system. 1.3 Permissins Sysadmin privileges t each server and SmartSignal database are required t perfrm the install. The user running the Database Manager must be Administratr t the lcal machine and have Read and List Cntents permissin t the rganizatinal unit that cntains the dmain user t be used fr the Service Accunt Use name. The upgrade perfrmed by the Database Manager requires the sa accunt. Specific permissins fr the SmartSignal Services Accunt are discussed in Tech Tip_Prficy SmartSignal Services Accunt Setup,. 1.4 Prduct Release and Applicability Prficy* SmartSignal Installatin Prerequisites Prir t installatin, certain sftware must be purchased, installed and cnfigured by the client. The SmartSignal prduct des nt include licensing fr required hardware r sftware. 2.1 Infrastructure Fr required 3 rd party tl infrastructure, refer t Tech Spec_2-Tier Infrastructure Prficy SmartSignal 6.1; Tech Spec_3-Tier Infrastructure Prficy SmartSignal Cnfiguratin Fr required 3rd party tl cnfiguratin befre Prficy SmartSignal 6.1 Prficy SmartSignal installatin, refer t _Prficy SmartSignal 6.1 Installatin Prerequisites and Cnfiguratin. IG_P-SS_6.1 R0 Page 4 f 20

5 3.0 SmartSignal 6.1 New Database Installatin Checklist This checklist cntains all steps necessary t install a new 6.1 envirnment. Prficy* SmartSignal 6.1 This checklist is available in Appendix A: SmartSignal 6.1 New Database Installatin Checklist fr printing. Task 1: Install SmartSignal Database Manager Step 1a: Install the SmartSignal Database Manager n the SmartSignal Database Server. Refer t instructins in Appendix C: Install SmartSignal Database Manager. Step 1b: Dwnlad and apply pre-installatin SIMs (if applicable) Step 1c: Execute Database Manager t create new SmartSignal database. Imprtant: If User Accunt Cntrl (UAC) is enabled, execute Database Manager elevated (Run as Administratr). If the Database Manager did nt autmatically initiate after installatin, launch the Database Manager frm Start Prgrams SmartSignal Database Manager. The system displays the lgin screen. SmartSignal Database Manager: Lg On Dialg Cmplete the fllwing fields. The user name and passwrd default t the settings used t lg n t the server. SQL Server (\Instance): The system defaults t the name f the server. Authenticatin: Select Windws Authenticatin r SQL Server Authenticatin Database: Select <New Database>. IG_P-SS_6.1 R0 Page 5 f 20

6 Prficy* SmartSignal 6.1 Click Cnnect. The system displays the Database Manager Installatin Setup dialg bx. SmartSignal Database Manager: Installatin Setup Dialg Cmplete the fllwing fields: SQL Server (\Instance): The system defaults t the Database Manager installatin server. Database: Enter the name f the SmartSignal database. Database Data Directry: Enter the path where the database will be created. Database Lg Directry: Enter the path where the database audit lgs will be stred. Database Backup Directry: Enter the path where the database will be backed up. Service Accunt Dmain: Enter the dmain fr the SmartSignal Services accunt. Service Accunt User Name: Enter the SmartSignal Services accunt name. This accunt name is the same services accunt that will be used fr Cre and Services. SmartSignal User Name: Enter the SmartSignal Administratr. SmartSignal Passwrd: Enter the passwrd fr the SmartSignal Administratr. Cnfirm SmartSignal Passwrd: Re-enter the passwrd fr the SmartSignal Administratr. SmartSignal Accunt Enter the accunt fr the SmartSignal Administratr. When the entries are valid, a green check mark will be displayed next t each field. If an entry is incrrect, a red X will be displayed next t the field. T determine the errr, hver yur cursr ver the red X. Nte: If yu are running Database Manager frm a remte machine, the paths t the data, lg and backup directries cannt be verified and the green check marks will nt be displayed. Verify that path are valid n the database server. IG_P-SS_6.1 R0 Page 6 f 20

7 Prficy* SmartSignal 6.1 Click Create. Upn cmpletin, the system displays the status f the database creatin. SmartSignal Database Manager: Installatin Prgress Dialg Once the database has been created, click Exit. Review the audit lgs lcated in C:\PrgramData\SmartSignal\DBUtility\Lgs. If the audit lgs identify an errr, cntact GlbalCare fr assistance (see Sectin 8.0). This step cmpletes the database creatin prcess. Step 1d: Setup the elevated privileges fr the SmartSignal Services accunt. Refer t Tech Tip_Prficy SmartSignal Services Accunt Setup Cmplete Sectin 1 Installatin Additinal Setup fr SmartSignal Services Accunt/Task 2: Setup SQL Server Lgin and Database. Nte: Changes required fr new Installatin f Database in SQL 2012 T ensure the SmartSignal prduct functins crrectly change the SmartSignal database cmpatibility level t SQL Server 2008 (100). Database -> Prperties -> Optins -> Cmpatibility level. Set t SQL Server 2008 (100). IG_P-SS_6.1 R0 Page 7 f 20

8 Prficy* SmartSignal 6.1 Task 2: Install SmartSignal Services. Install SmartSignal Services n the Server hsting the Services. Refer t instructins in Appendix D: Install SmartSignal Services. Task 3: Install SmartSignal Cre Step 3a: Install SmartSignal Cre n the Server hsting the SmartSignal Cre applicatin. Refer t instructins in Appendix E: Install SmartSignal Cre. Step 3b: Setup Firewall access. Refer t Tech Tip_Prficy SmartSignal Services Accunt Setup Cmplete Sectin 1 Installatin Additinal Setup fr SmartSignal Services Accunt/Task 3: Appendix J: Setup Firewall Access. Task 4: Install Yur License File Cpy yur license file t bth SmartSignal Cre and Services. The license file (cnfiguratin.dat) is lcated in the fllwing default lcatins: On the Cre server - C:\Prgram Files (x86)\smartsignal\cre\server On the Services server - C:\Prgram Files\SmartSignal\Services\InstallCnfig Task 5: Verify SmartSignal is prcessing crrectly Step 5a: Setup ClickOnce delivery f applicatins Refer t Tech Tip: Creating and Upgrading a ClickOnce Webpage Step 5b: Install SmartSignal Cre Center client applicatin. Step 5c: Cmplete Sectin 5 Pst Installatin Verificatin. Step 5d: Dwnlad and apply pst-installatin SIMs (if applicable) IG_P-SS_6.1 R0 Page 8 f 20

9 Prficy* SmartSignal SmartSignal 6.1 Upgrade Database Installatin Checklist This checklist cntains all steps necessary t upgrade yur envirnment t 6.1. This checklist is available Appendix B: SmartSignal 6.1 Upgrade Database Installatin Checklist fr printing. Imprtant: Upgrade path: PSS PSS 6.1 PSS 6.0.x PSS 6.1 Task 1: Backup & Restre SmartSignal Database Step 1a: Stp Prcessing Use Cre Center t Stp Runtime Prcessing. Use Cre Center t verify SQL jbs have cmpleted. Step 1b: Cmplete Sectin 6.1 Backup SmartSignal Database Step 1c: Cpy yur license file (cnfiguratin.dat) frm the Services Server, default file lcatin is C:\Prgram Files\SmartSignal\Services\InstallCnfig. Yu will reuse in Task 6. Task 2: Uninstall previus versins f SmartSignal Step 2a: Uninstall Services Step 2b: Uninstall Cre Step 2c: Uninstall Database Manager Task 3: Upgrade SmartSignal Database IG_P-SS_6.1 R0 Page 9 f 20

10 Prficy* SmartSignal 6.1 Step 3a: Cnfirm SQL Server Agent is running fr this instance Step 3b: Cmplete Appendix C: Install SmartSignal Database Manager Step 3c: Dwnlad and apply pre-installatin SIMs (if applicable) Step 3d: Upgrade SmartSignal Database Imprtant: If User Accunt Cntrl (UAC) is enabled, execute Database Manager elevated (Run as Administratr). If the Database Manager did nt autmatically initiate after installatin, launch the Database Manager frm Start Prgrams SmartSignal Database Manager. SmartSignal Database Manager: Lgin Screen Dialg Cmplete the fllwing fields. SQL Server (\instance): The system defaults t the Database Manager Installatin server. Authenticatin: Select Windws Authenticatin r SQL Server Authenticatin. Database: Select the database t upgrade. Click Next t start upgrade. Upn cmpletin, the system displays the status f the database upgrade. IG_P-SS_6.1 R0 Page 10 f 20

11 Prficy* SmartSignal 6.1 SmartSignal Database Manager: Upgrade Cmpletin Dialg The audit lgs can be fund in C:\PrgramData\SmartSignal\DBUtility\Lgs. If the status r audit lgs identify an errr, cntact GlbalCare fr assistance (Sectin 8 Cntact Infrmatin). This step cmpletes the database upgrade prcess. Task 4: Install SmartSignal Services Install SmartSignal Services n the Server hsting the Services. Refer t instructins in Appendix D: Install SmartSignal Services. Task 5: Install SmartSignal Cre Install SmartSignal Cre n the Server hsting the SmartSignal Cre applicatin. Refer t instructins in Appendix E: Install SmartSignal Cre. Task 6: Install Yur License File Cpy yur license file backed up in Step 1c t bth SmartSignal Cre and Services. The license file (cnfiguratin.dat) is lcated in the fllwing default lcatins: On the Cre server - C:\Prgram Files (x86)\smartsignal\cre\server On the Services server - C:\Prgram Files\SmartSignal\Services\InstallCnfig Task 7: Verify SmartSignal is prcessing crrectly Step 7a: Setup ClickOnce delivery f applicatins Refer t Tech Tip: Creating and Upgrading a ClickOnce Webpage Step 7b: Install SmartSignal Cre Center client applicatin. Step 7c: Cmplete Sectin 5 Pst Installatin Verificatin. Step 7d: Dwnlad and apply pst-installatin SIMs (if applicable). IG_P-SS_6.1 R0 Page 11 f 20

12 Prficy* SmartSignal Pst Installatin Verificatin Applicatin lgs can help yu t trublesht pre and pst installatin issues, Sectin 7.0. The Cre Center applicatin is a tl yu will use t verify the SmartSignal applicatin is prcessing crrectly immediately after installatin. We recmmend yu use this tl daily t mnitr the verall health f the SmartSignal applicatin. The main screen displays the flw f data as well as prvides clr cding t indicate areas f ptential issues. Green indicates the system is functining as expected. Yellw r red indicate there is unexpected behavir ccurring that shuld be investigated by reviewing the Event Viewer > Windws Lgs n the server hsting the Cre applicatin. Fr in depth explanatin f the Cre Center Site Management and Asset Prcessing Statistics, please refer t SmartSignal Cre Center User Applicatin Prduct dcumentatin. 5.1 Site Management Cntrller Site Management Cntrller reprts n the start-up f the SmartSignal Cntrller directly frm the Windws Applicatin Event lg. Green check marks indicate the start-up sequence cmpleted as expected. Red X s indicate the start-up sequence did nt cmplete as expected and shuld be investigated. IG_P-SS_6.1 R0 Page 12 f 20

13 Prficy* SmartSignal Site Management Agent Site Management Agent reprts n the start-up f the SmartSignal Agent directly frm the Windws Applicatin Event lg. Green check marks indicate the start-up sequence cmpleted as expected. Red X s indicate the start-up sequence did nt cmplete as expected and shuld be investigated. 5.3 Agent Server Event Jurnal The Agent Server Event Jurnal cntains a detailed recrd f asset histry including advisry management, mdel maintenance, server events, and user generated ntes. IG_P-SS_6.1 R0 Page 13 f 20

14 Prficy* SmartSignal Runtime Engine The runtime engine prvides infrmatin n the current state f the Runtime Engine and the current system duty cycle. The duty cycle will vary ver time but must always remain belw 100% in rder t prevent assets frm missing a data cllectin cycle. T accunt fr variatins in time the duty cycle shuld never be t clse t 100%. Typically, the duty cycle will be reviewed weekly. If the duty cycle cnsistently reads frm 50% t 70% it is recmmended t review the duty cycle daily. If the duty cycle is cnsistently ver 70% it is recmmended that GlbalCare is cntacted t evaluate the slutin. The last heartbeat received gives an indicatin that the Runtime Engine is respnsive t the system. IG_P-SS_6.1 R0 Page 14 f 20

15 Prficy* SmartSignal Cnnectin Engine The Cnnectin Engine selectin prvides infrmatin n the current state f the Cnnectin Engine. 5.6 Cnnectin Engine -> Data Surce Cnnectins The Data Surce Cnnectins selectin prvides infrmatin n the current state f yur cnnectins. 5.7 Site Management Database The Site Management Database selectin prvides infrmatin n the SmartSignal databases including the status f each SmartSignal SQL jb. IG_P-SS_6.1 R0 Page 15 f 20

16 Prficy* SmartSignal Database Server Cnnected and SQL Agent Running: The database server shuld be cnnected and the SQL agent shuld be running. T verify, nte the state f the icn r right click n SQL Server Agent, select prperties. IG_P-SS_6.1 R0 Page 16 f 20

17 Prficy* SmartSignal SQL Jbs The fllwing SQL Jbs shuld be enabled = yes. SmartSignal - Backup SmartSignal Cre Cleanup SmartSignal Cre - Observatin Aggregate SmartSignal Cre Runtime SmartSignal Cre TimeZne Synchrnizatin SmartSignal Maintenance T verify, nte the state f the jb icn r right click n Jb, select prperties. IG_P-SS_6.1 R0 Page 17 f 20

18 Prficy* SmartSignal Backup & Restre SmartSignal Database 6.1 Hw t Back Up a Database (SQL Server Management Studi) We n lnger require the Simple Recvery Mdel fr the database backup nr require ur backup strategy. Refer t Micrsft articles: Hw t Restre a Database Backup (SQL Server Management Studi) Refer t Micrsft article: IG_P-SS_6.1 R0 Page 18 f 20

19 Prficy* SmartSignal Lcatin f Applicatin Lgs Applicatin lgs can help yu t trublesht pre and pst installatin issues. Fllwing is a list f the lcatin f applicatin lgs. Asset Center Blueprint Center Cnnectin Center Cre Center Gatekeeper Sentinel Transfer Center Translatin Center \Users\<User>\AppData\Lcal\Apps\<ClickOnce Generated>\Lg\<Applicatin>.lg \Users\<User>\AppData\Lcal\Apps\<ClickOnce Generated>\Lg\Tray.lg Cre Agent / Cntrller C:\PrgramData\SmartSignal\Cre\Lgs \SmartSignal.Cre.ServerAgentService\<Applicatin>.lg \SmartSignal.Cre.ServerCntrllerService\<Applicatin>.lg Cre - DataFeed C:\PrgramData\SmartSignal\Cre\Lgs\DataFeed\DataFeedEngine-n.lg Cre SscNtificatinManagerSvc C:\PrgramData\SmartSignal\Cre\Lgs \SscNtificatinManagerSvc\SscNtificatinManagerSvc.lg Database Manager Services C:\PrgramData\SmartSignal\DBUtility\Lgs\DBUtility.lg C:\PrgramData\SmartSignal\Services\Lgs\APIservices.lg IG_P-SS_6.1 R0 Page 19 f 20

20 Prficy* SmartSignal Cntact Infrmatin 8.1 GlbalCare Hurs: 8:00 AM t 5:00 PM Phne: Training IG_P-SS_6.1 R0 Page 20 f 20

21 Prficy SmartSignal 6.1 Appendix A: SmartSignal 6.1 New Database Installatin Checklist This checklist cntains all steps necessary t install a new 6.1 envirnment. Task 1: Install SmartSignal Database Manager Step 1a: Install the SmartSignal Database Manager n the SmartSignal Database Server. Refer t instructins in Appendix C: Install SmartSignal Database Manager Step 1b: Dwnlad and apply pre-installatin SIMs (if applicable) Step 1c: Execute Database Manager t create new SmartSignal database. Imprtant: If User Accunt Cntrl (UAC) is enabled, execute Database Manager elevated (Run as Administratr). If the Database Manager did nt autmatically initiate after installatin, launch the Database Manager frm Start Prgrams SmartSignal Database Manager. The system displays the lgin screen. SmartSignal Database Manager: Lg On Dialg Cmplete the fllwing fields. The user name and passwrd default t the settings used t lg n t the server. SQL Server (\Instance): The system defaults t the name f the server. Authenticatin: Select Windws Authenticatin r SQL Server Authenticatin Database: Select <New Database>. IG_P-SS_6.1 R.0 Page 1 f 4

22 Prficy SmartSignal 6.1 Appendix A: SmartSignal 6.1 New Database Installatin Checklist Click Cnnect. The system displays the Database Manager Installatin Setup dialg bx. SmartSignal Database Manager: Installatin Setup Dialg Cmplete the fllwing fields: SQL Server (\Instance): The system defaults t the Database Manager installatin server. Database: Enter the name f the SmartSignal database. Database Data Directry: Enter the path where the database will be created. Database Lg Directry: Enter the path where the database audit lgs will be stred. Database Backup Directry: Enter the path where the database will be backed up. Service Accunt Dmain: Enter the dmain fr the SmartSignal Services accunt. Service Accunt User Name: Enter the SmartSignal Services accunt name. This accunt name is the same services accunt that will be used fr Cre and Services. SmartSignal User Name: Enter the SmartSignal Administratr. SmartSignal Passwrd: Enter the passwrd fr the SmartSignal Administratr. Cnfirm SmartSignal Passwrd: Re-enter the passwrd fr the SmartSignal Administratr. SmartSignal Accunt Enter the accunt fr the SmartSignal Administratr. When the entries are valid, a green check mark will be displayed next t each field. If an entry is incrrect, a red X will be displayed next t the field. T determine the errr, hver yur cursr ver the red X. IG_P-SS_6.1 R.0 Page 2 f 4

23 Prficy SmartSignal 6.1 Appendix A: SmartSignal 6.1 New Database Installatin Checklist Click Create. Upn cmpletin, the system displays the status f the database creatin. SmartSignal Database Manager: Installatin Prgress Dialg Once the database has been created, click Exit. Review the audit lgs lcated in C:\PrgramData\SmartSignal\DBUtility\Lgs. If the audit lgs identify an errr, cntact GlbalCare fr assistance (see See Sectin 8.0 Cntact Infrmatin. This step cmpletes the database creatin prcess. Step 1d: Setup the elevated privileges fr the SmartSignal Services accunt. Refer t Tech Tip_Prficy SmartSignal Services Accunt Setup Cmplete Sectin 1 Installatin Additinal Setup fr SmartSignal Services Accunt/Task 2: Setup SQL Server Lgin and Database. Nte: Changes required fr new Installatin f Database in SQL 2012 T ensure the SmartSignal prduct functins crrectly change the SmartSignal database cmpatibility level t SQL Server 2008 (100). Database -> Prperties -> Optins -> Cmpatibility level. Set t SQL Server 2008 (100). IG_P-SS_6.1 R.0 Page 3 f 4

24 Prficy SmartSignal 6.1 Appendix A: SmartSignal 6.1 New Database Installatin Checklist Task 2: Install SmartSignal Services. Install SmartSignal Services n the Server hsting the Services. Refer t instructins in Appendix D: Install SmartSignal Services Task 3: Install SmartSignal Cre Step 3a: Install SmartSignal Cre n the Server hsting the SmartSignal Cre applicatin. Refer t instructins in Appendix E: Install SmartSignal Cre. Step 3b: Setup Firewall access. Refer t Tech Tip_Prficy SmartSignal Services Accunt Setup Cmplete Sectin 1 Installatin Additinal Setup fr SmartSignal Services Accunt/Task 3: Appendix K: Setup Firewall Access Task 4: Install Yur License File Cpy yur license file t bth SmartSignal Cre and Services. The license file (cnfiguratin.dat) is lcated in the fllwing default lcatins: On the Cre server - C:\Prgram Files (x86)\smartsignal\cre\server On the Services server - C:\Prgram Files\SmartSignal\Services\InstallCnfig Task 5: Verify SmartSignal is prcessing crrectly Step 5a: Setup ClickOnce delivery f applicatins Refer t Tech Tip: Creating and Upgrading a ClickOnce Webpage Step 5b: Install SmartSignal Cre Center client applicatin. Step 5c: Cmplete Sectin 5 Pst Installatin Verificatin. Step 5d: Dwnlad and apply pst-installatin SIMs (if applicable). IG_P-SS_6.1 R.0 Page 4 f 4

25 Prficy SmartSignal 6.1 Appendix B: SmartSignal 6.1 Upgrade Database Installatin Checklist This checklist cntains all steps necessary t upgrade yur envirnment t 6.1. Imprtant: Upgrade path: PSS PSS 6.1 PSS 6.0.x PSS 6.1 Task 1: Backup & Restre SmartSignal Database Step 1a: Stp Prcessing Use Cre Center t Stp Runtime Prcessing. Use Cre Center t verify SQL jbs have cmpleted. Step 1b: Cmplete Sectin 6.1 Backup SmartSignal Database Step 1c: Cpy yur license file (cnfiguratin.dat) frm the Services Server, default file lcatin is C:\Prgram Files\SmartSignal\Services\InstallCnfig. Yu will reuse in Task 6. Task 2: Uninstall previus versins f SmartSignal Step 2a: Uninstall Services Step 2b: Uninstall Cre Step 2c: Uninstall Database Manager IG_P-SS_6.1 R.0 Page 1 f 3

26 Prficy SmartSignal 6.1 Appendix B: SmartSignal 6.1 Upgrade Database Installatin Checklist Task 3: Upgrade SmartSignal Database Step 3a: Cnfirm SQL Server Agent is running fr this instance Step 3b: Cmplete Appendix C: Install SmartSignal Database Manager Step 3c: Dwnlad and apply pre-installatin SIMs (if applicable) Step 3d: Upgrade SmartSignal Database Imprtant: If User Accunt Cntrl (UAC) is enabled, execute Database Manager elevated (Run as Administratr). If the Database Manager did nt autmatically initiate after installatin, launch the Database Manager frm Start Prgrams GE Intelligent Platfrms, Inc. Database Manager. SmartSignal Database Manager: Lgin Screen Dialg Cmplete the fllwing fields. SQL Server (\instance): The system defaults t the Database Manager Installatin server. Authenticatin: Select Windws Authenticatin r SQL Server Authenticatin. Database: Select the database t upgrade. Upn cmpletin, the system displays the status f the database upgrade. IG_P-SS_6.1 R.0 Page 2 f 3

27 Appendix B: SmartSignal 6.1 Upgrade Database Checklist Prficy SmartSignal 6.1 SmartSignal Database Manager: Upgrade Cmpletin Dialg The audit lgs can be fund in C:\PrgramData\SmartSignal\DBUtility\Lgs. This step cmpletes the database upgrade prcess. Task 4: Install SmartSignal Services Install SmartSignal Services n the Server hsting the Services. Refer t instructins in Appendix D: Install SmartSignal Services. Task 5: Install SmartSignal Cre Install SmartSignal Cre n the Server hsting the SmartSignal Cre applicatin. Refer t instructins in Appendix E: Install SmartSignal Cre. Task 6: Install Yur License File Cpy yur license file backed up in Step 1c t bth SmartSignal Cre and Services. The license file (cnfiguratin.dat) is lcated in the fllwing default lcatins: On the Cre server - C:\Prgram Files (x86)\smartsignal\cre\server On the Services server - C:\Prgram Files\SmartSignal\Services\InstallCnfig Task 7: Verify SmartSignal is prcessing crrectly Step 7a: Setup ClickOnce delivery f applicatins Refer t Tech Tip: Creating and Upgrading a ClickOnce Webpage Step 7b: Install SmartSignal Cre Center client applicatin. Step 7c: Cmplete Sectin 5 Pst Installatin Verificatin. Step 7d: Dwnlad and apply pst-installatin SIMs (if applicable). IG_P-SS_6.1 R.0 Page 3 f 3

28 Appendix C: Install SmartSignal Database Manager Prficy SmartSignal 6.1 The SmartSignal Database Manager applicatin creates the SmartSignal database. The applicatin is typically installed n the SQL Server machine but can be installed frm anther server. Imprtant: If installing remtely where SQL Server is nt installed, SQL Server Management Tls Basic must be installed t satisfy the requirements needed by SmartSignal Database Manager. SQL Server Management Tls des nt require an additinal license. Imprtant: The SmartSignal 6.1 Database Manager cannt cexist n the same server with previus versins. Imprtant: If using a lcal Windw Accunt fr the SmartSignal Services Accunt, the Database Manager must be installed n the server hsting the database. Installing n a remte server requires an Active Directry Dmain Services Accunt. 1. Frm the Install Lcatin duble click Database Manager\Setup.exe and the initial install windw will be displayed. 2. Fr a 3-tier systems: Fr SQL Server 2008 R2, the SQL Server 2008 Native Client must be installed n the server hsting the Cre applicatin befre Cre applicatin is installed. Micrsft SQL Server 2008 Native Client (SQL Native Client) is installed with SQL Fr SQL Server 2012, the SQL Server 2012 Native Client must be installed n the server hsting the Cre applicatin befre Cre applicatin is installed. Micrsft SQL Server 2012 Native Client (SQL Native Client) is installed with SQL The native clients are available nline thrugh Micrsft Dwnlad Center. IG_P-SS_6.1 R.0 Page 1 f2

29 Prficy SmartSignal 6.1 Appendix C: Install SmartSignal Database Manager 3. Click OK, and the wizard will walk yu thrugh a series f standard prduct installatin dialgs. SmartSignal Database Manager: Change Destinatin Dialg 4. Chse default lcatin r navigate t anther Destinatin Flder. Click Next and then Install. SmartSignal Database Manager: Cmpletin Dialg 5. Select Launch SmartSignal Database Manager, click Finish. The SmartSignal Database Manager autmatically initiates. IG_P-SS_6.1 R.0 Page 2 f2

30 Prficy SmartSignal 6.1 Appendix D: Install SmartSignal Services Imprtant: Installatin f the SmartSignal Services must ccur after the SmartSignal Database has been upgraded and cnverted t 6.1. The applicatin is installed n the Services machine and cannt be installed acrss servers. The SmartSignal Services cannt cexist n the same server with previus versins. The installatin f SmartSignal Services supprts bth default and user created web sites. Fr guidance n hw t create user web site, refer t Tips t Create Web Site, fund at the end f Appendix D. 1. Frm the Install Lcatin duble click Service\Install_64\Setup.exe and the initial install windw will be displayed. 2. Click the Services buttn. Click OK, and the wizard will walk yu thrugh a series f standard prduct installatin dialgs requiring yu t click Next t prceed. SmartSignal Services: Change Destinatin Dialg 3. Chse the default lcatin r navigate t anther Destinatin Flder. 4. Click Next. 5. Specify the SmartSignal Services accunt infrmatin that will be used t annymusly access the SmartSignal Services n Web Services (IIS). a. We recmmend using a Trusted Cnnectin. IG_P-SS_6.1 R.0 Page 1 f6

31 Prficy SmartSignal 6.1 Appendix D: Install SmartSignal Services SmartSignal Services: Trusted Lgn Setup Dialg SmartSignal Services Accunt: Dmain\Dmain User r <Lcal>Machine\<Lcal>MachineUser that was specified when the SmartSignal 6.1 database was installed r upgraded. Passwrd: SmartSignal Services accunt passwrd. SQL Server (\Instance): The name f the server hsting the SQL Server database and dedicated instance name. Database: SmartSignal 6.1 database name. b. Fr a Standard Cnnectin. The fllwing cnfiguratin file will cntain the SmartSignal Database User ID and Passwrd credentials in clear text fr cnnectin strings: <:\Prgram Files>\SmartSignal\Services\3.0\CnfigParts\cnnectinStrings.cnfig IG_P-SS_6.1 R.0 Page 2 f6

32 Prficy SmartSignal 6.1 Appendix D: Install SmartSignal Services SmartSignal Services: Standard Lgn Setup Dialg SmartSignal Services Accunt: Dmain\Dmain User r <Lcal>Machine\<Lcal>MachineUser that was specified when the SmartSignal 6.1 database was installed r upgraded. Passwrd: SmartSignal Services accunt passwrd. SQL Server (\Instance): The name f the server hsting the SQL Server database and dedicated instance name. Database: SmartSignal 6.1 database name. SmartSignal Database User: SmartSignal Database User ID Passwrd: SmartSignal Database Passwrd 6. Click Next. When the entries are valid, the IIS Applicatin Infrmatin dialg will appear. Specify the IIS prt number that the Smart Signal applicatin shuld run n. Click Next. IG_P-SS_6.1 R.0 Page 3 f6

33 Prficy SmartSignal 6.1 Appendix D: Install SmartSignal Services SmartSignal Services: Install IIS Applicatin Dialg 7. Click Install. T start the installatin f Services. SmartSignal Services: Install Cmplete Dialg 8. Click Finish t allw backgrund cmmand windw prcess t cmplete. 9. Test the Services Cnnectin: IG_P-SS_6.1 R.0 Page 4 f6

34 Prficy SmartSignal 6.1 Appendix D: Install SmartSignal Services Access Internet Infrmatin Services Manager (IIS) and brwse the SmartSignal Web pages t bring up a page. Sites -> Default Web Site -> SmartSignal -> Services -> 3.0 Switch t Cntent View, Select Services File, right click t brwse SmartSignal Services: IIS Manager SmartSignal Services: ChartService Service Cnnectin IG_P-SS_6.1 R.0 Page 5 f6

35 Prficy SmartSignal 6.1 Appendix D: Install SmartSignal Services 10. Fr SmartSignal Services Accunt. grant permissins t the SmartSignal applicatin directry (<:\Prgram Files>\SmartSignal) Read and Execute List Flder Cntents Read Tips t Create Web Site (Annymus Pass-thrugh required) Add Web Site Cnfigure Web Site IG_P-SS_6.1 R.0 Page 6 f6

36 Prficy SmartSignal 6.1 Appendix E: Install SmartSignal Cre The SmartSignal Cre delivers the SmartSignal Cntrller, Agent, Runtime Engine and Cnnectin Engine. Imprtant: Installatin f the SmartSignal Cre must ccur after the SmartSignal 6.1 Database has been created r upgraded t 6.1. These cmpnents are installed n the Cre machine and cannt be installed acrss servers. The SmartSignal Cre cannt cexist n the same server with previus versins. If yu will be using Prficy Histrian, the machine n which yu installed the SmartSignal Cre must have the necessary Prficy client sftware installed s the SmartSignal Cre applicatin can cnnect t the Prficy server. If yu will be using PI data cllectin, the machine n which yu installed the SmartSignal Cre must have the necessary PI client sftware installed s the SmartSignal Cre applicatin can cnnect t the PI server. If yu will be using the OPC data cllectin, the machine n which yu installed the SmartSignal Cre must be able t cnnect t the machine(s) cntaining the OPC Servers n the netwrk. 1. Frm the Install Lcatin duble click Cre\Install\Setup.exe and the initial install windw will be displayed. 2. Click OK, and the wizard will walk yu thrugh a series f standard prduct installatin dialgs requiring yu t click Next t prceed and then Install. SmartSignal Cre: Change Destinatin Dialg 3. Chse default lcatin r navigate t anther Destinatin drive\flder and Click Next. IG_P-SS_6.1 R.0 Page 1 f4

37 Prficy SmartSignal 6.1 Appendix E: Install SmartSignal Cre 4. Specify the SmartSignal Services accunt infrmatin that will be used t run Cre services. a. We recmmend using a Trusted Cnnectin. SmartSignal Cre: Trusted Cnnectin Setup Dialg SmartSignal Services Accunt: Dmain\Dmain User r <Lcal>Machine\<Lcal>MachineUser that was specified when the SmartSignal 6.1 database was installed r upgraded. Passwrd: SmartSignal Services accunt passwrd. SQL Server (\Instance): The name f the server hsting the SQL Server database and dedicated instance name. Database: SmartSignal 6.1 database name. b. Fr a Standard Cnnectin: Cre Agent, Cntrller and Ntificatin Mgr will run as SmartSignal Services Accunt. The fllwing cnfiguratin files will cntain the SmartSignal Database User ID and Passwrd credentials in clear text fr cnnectin strings: <C:\PrgramFilesx86>\SmartSignal\Cre\Server\SmartSignal.Cre.NtificatinManag ersvc.exe.cnfig <C:\PrgramFilesx86>\SmartSignal\SmartSignal Engine Agent\SmartSignal.Cre.ServerAgentService.exe.cnfig IG_P-SS_6.1 R.0 Page 2 f4

38 Appendix E: Install SmartSignal Cre C:\PrgramData\SmartSignal\Cre\Cnfiguratin\Cre.ini Prficy SmartSignal 6.1 SmartSignal Cre: Standard Cnnectin Setup Dialg SmartSignal Services Accunt: Dmain\Dmain User r <Lcal>Machine\<Lcal>MachineUser that was specified when the SmartSignal 6.1 database was installed r upgraded. Passwrd: SmartSignal Services accunt passwrd. SQL Server (\Instance): The name f the server hsting the SQL Server database and dedicated instance name. Database: SmartSignal 6.1 database name. SmartSignal Database User: SmartSignal Database User ID Passwrd: SmartSignal Database Passwrd IG_P-SS_6.1 R.0 Page 3 f4

39 Prficy SmartSignal 6.1 Appendix E: Install SmartSignal Cre 5. Click Next. If the entries are valid, the Ready t Install dialg will appear. Click Install. When cmplete, the system displays the Cmpleted dialg bx. Click Finish. SmartSignal Cre: Install Cmplete Dialg 6. Fr SmartSignal Services Accunt, grant permissins t the SmartSignal applicatin directry (<\PrgramFilesx86>\SmartSignal) Read and Execute List Flder Cntents Read Imprtant: If yu need t uninstall SmartSignal Cre The step required if yu need t uninstall SmartSignal Cre. - Uninstall SmartSignal Cre using SmartSignal Cre Installer setup.exe instead f clicking n SmartSignal Cre under Prgram & Features. IG_P-SS_6.1 R.0 Page 4 f4

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