Use this workflow to upgrade an Enterprise Server system. An Enterprise Server system can include an Enterprise Server, one or more automation servers and WorkStations, and supporting administrator software, such as Device Administrator.
The workflow applies to a fully supported upgrade path.
Para mais informações, consulte System Upgrade Overview
.
Prepare for Upgrade
Prior to upgrading a system, complete the tasks listed in the following flowchart. Related information can be found in the sections after the flowchart.
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Imagem:
Pre-upgrade flowchart
Stop Reporting Agent Windows service
If you are upgrading WebReports, stop the Reporting Agent Windows service.
Para mais informações, consulte Stopping the Reporting Agent Windows Service
.
Perform a system backup
Perform a new
All data
backup of the Enterprise Server and the automation servers when backing up the system.
Para mais informações, consulte Backing Up EcoStruxure BMS Servers Manually
.
For systems that include a Reports Server, back up the WebReports database.
Para mais informações, consulte Backing Up the WebReports Database
.
Stop License Server Windows service
Use the Services tool to stop the License Server Windows service.
Para mais informações, consulte Stopping the License Server
.
Upgrade the EcoStruxure Building Operation Software
The following flowchart shows the tasks for upgrading the EcoStruxure Building Operation software, except automation servers. Related information can be found in the sections after the flowchart.
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General upgrade flowchart
Upgrade License Server and License Administrator
Upgrade the License Server and License Administrator.
Para mais informações, consulte Upgrading the License Administrator and the License Server
.
Upgrade Device Administrator
Upgrade the Device Administrator.
Para mais informações, consulte Upgrading the Device Administrator Installation
.
Set up a Database Schema in the PostgreSQL Database
If you have an External Log Storage to store records using PostgreSQL and TimescaleDB you must set up a database schema in the PostgreSQL Database.
Para mais informações, consulte Setting up a Database Schema in the PostgreSQL Database
.
Upgrade the Enterprise Server database
Install the Enterprise Server and select
Upgrade current version to
.
Para mais informações, consulte Upgrading the Enterprise Server
.
Nota
If a newer version of Enterprise Server already is installed, ensure that the Enterprise Server Windows service of this version is stopped.
Nota
The Enterprise Server Windows service automatically restarts after the Enterprise Server upgrade is complete. If the Enterprise Server Windows service does not start, restart the computer.
Install WebStation language pack
If you want to use a language pack in WebStation, install the language pack and change the language setting in WebStation.
Para mais informações, consulte Adding a Language in WebStation
.
Para mais informações, consulte Alterar as definições regionais do utilizador
.
Upgrade WorkStations
Upgrade WorkStation and select the editor tools and language packs you want to upgrade.
Para mais informações, consulte Upgrading WorkStation and Client Tools Installation
.
Nota
Keep one WorkStation at an earlier version corresponding to the EcoStruxure BMS servers in case you need to make any engineering on the servers.
Upgrade automation servers
The following flowchart shows the tasks for upgrading automation servers. Related information can be found in the sections after the flowchart.
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Automation server upgrade flowchart
Install certificates
When you upgrade from 2.0 to a higher version, you must install certificates to establish a trusted chain between the computer running Device Administrator and the automation servers. A trusted chain increases the security of your system and must be used if you use HTTPS.
If you upgrade from 3.0 to a higher version and have already established the trusted chain with certificates, no further action is needed.
Para mais informações, consulte Device Administrator Certificate Workflow
.
Para mais informações, consulte Automation Server Licensing Overview
.
Upgrade the automation server database
Use the upgraded Device Administrator to upgrade the databases of the automation servers using the IP network or USB port.
Para mais informações, consulte Uploading and Upgrading an Automation Server
.
Open the Device Administrator upgrade log to get detailed information about the automation server upgrade process.
Para mais informações, consulte Opening the Upgrade Log
.
Nota
You can postpone the upgrade in the fully supported upgrade path of some automation servers.
Para mais informações, consulte System Upgrade Overview
.
Open the conversion log and the high priority conversion log
Open the two conversion logs to see warning and error messages that occurred when the databases were upgraded.
Use Device Administrator to open the conversion log.
Para mais informações, consulte Opening the Conversion Log
.
In Windows, open the high priority conversion log.
Para mais informações, consulte Opening the High Priority Conversion Log
.
Fix configuration issues in automation server
Determine if you can use the converted database for download or if you need to fix configuration issues in the automation server and perform a new upgrade of the automation server database.
Para mais informações, consulte Conversion Logs
.
Para mais informações, consulte Log Entry Interpretation
.
Download the upgraded database
When you are comfortable with the content of the high priority conversion log, use Device Administrator to download the upgraded database to the automation server.
Para mais informações, consulte Downloading an Upgraded Database to an Automation Server
.
Reset and Confirm Server Functions
The following flowchart shows the tasks for confirming the functions of the EcoStruxure BMS servers. Related information can be found in the sections after the flowchart.
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Verify control and monitoring operations
Use the Software Administrator (or the Services tool) to verify that the Enterprise Server Windows service is running.
Para mais informações, consulte Starting the Enterprise Server or Enterprise Central Windows Service
.
In WorkStation, verify that the control and monitoring operations of the Enterprise Server are functioning normally per the guidelines specified for your site.
Nota
In the Security Certificate Risk dialog box, click
Trust certificate
to temporarily trust the certificate and log on to the EcoStruxure BMS server.
Check for invalid or unresolved bindings for each automation server
In Binding Diagnostics, check for invalid or unresolved bindings.
Para mais informações, consulte Checking the Status of Bindings
.
Replace any invalid or unresolved bindings with new bindings, using the Bindings view.
Para mais informações, consulte Bindings Management
.
Nota
The system may require 10 to 30 minutes to complete the process of resolving invalid or unresolved bindings. Wait for this process to finish before editing the bindings.
Install and activate certificates
In WorkStation, generate, add, and activate certificates for the EcoStruxure BMS servers.
Para mais informações, consulte Generating a Certificate
.
Para mais informações, consulte Adding a Certificate
.
Para mais informações, consulte Activating a Certificate
.